Matty Bucks

424 posts

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Matty Bucks

Matty Bucks

@matty_bucks

Stocks options futures trader. Private market investor.

Stamford, CT Katılım Şubat 2022
220 Takip Edilen149 Takipçiler
Matty Bucks
Matty Bucks@matty_bucks·
$AEVA train has left the station
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Matty Bucks
Matty Bucks@matty_bucks·
whats going on with $BBBY ?
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Matty Bucks
Matty Bucks@matty_bucks·
Let's see if the $PCT shorts have the brass cojones to hold over the weekend
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Matty Bucks
Matty Bucks@matty_bucks·
@cameron_po ok cam. if the desk says $22. time to push the chips in
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Cam
Cam@cameron_po·
@matty_bucks Mr. Bucks $ONDS is having a nice morning. My trading desk says it runs to $22
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Matty Bucks
Matty Bucks@matty_bucks·
@PlasticManOnX with the improvements i believe they can be at nameplate. maybe im wrong
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Plastic Man
Plastic Man@PlasticManOnX·
@matty_bucks I’m bullish, but, admittedly, the plant is not at nameplate, far from it. I think they can at least get to break even on Ironton, it would not be surprising if Ironton by itself is never profitable. The next plants would be when actual profit starts.
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Matty Bucks
Matty Bucks@matty_bucks·
$PCT shorts literally have nowhere to go after this call. Plant at nameplate. P&G in. NJ gov on their way. some may say its a perfect storm for faces to get ripped...all while taking care of the environment.
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Stan
Stan@private_dataguy·
$PCT 1Q 25 Print Nice Q. I think I underestimated how much folks worried about no P&G last quarter but rest assured, they are back and ramping their first product line NOW. The commercial winds are now firmly at $PCTs back, you have regulatory tailwinds pushing brands into rPP (that has only one real supplier) while at the same time virgin prices are moving towards parity with PCT products – the result of this is “Branded pricing tracking above internal targets with numerous starts in Q2”. This will be the major theme – pricing power flexing UPWARDS. Hello $QSR and Timmy Hortons. This entire QSR coffee lid/plastic cup space will be massive – very high consumer mind and HUGE regulatory focus here (consumer single use plastic):
Stan tweet media
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fred thomas
fred thomas@turtlespeed2020·
This is the part of the game you put the foot on the gas and floor it!
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Matty Bucks
Matty Bucks@matty_bucks·
$HGRAF looking to break. Close above $6.30 looks rip city usa
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