Magicvent
497 posts
If you found anyone on any platform who called the $PLCE before me I’d love to meet them
Happy Friday!
Luke T🅰️☯️@DJ_Tao
I haven't been looking at squeeze plays too much lately because there's so much opportunity in the market elsewhere, but $PLCE is catching my eye here at 41% shorted and a P/S ratio of 0.06 (!?!?!) Special sits and squeezers have kind of been my thing...
English
I am taking a poll as to who appreciates my comments and who doesn’t. This is a general question so please answer with a simple YES or NO.
English
Setting up for another TACO Tuesday? Current Headline: Trump to meet with security advisers Tuesday to discuss military options against Iran - report."
English
@Mike_Taylor1972 @justinian1800 Do you think it could get to 20 or more?
English
@justinian1800 There are so many paths.
By end 2027 it is likely most states have mandated a % of recycled PP.
$PCT is the only market-maker.
English
$PCT Going to Mars🚀🍫
The more I dig into the Mars candy connection, the more interesting this gets. A Mars family heiress on the BOD. Mars' executive comp is tied to recycled plastic targets getting hit under the "Sustainable in a Generation" plan. BILLIONS of PP packaging units annually, and a large footprint in NJ.
English
It’s almost $6 a gallon of gas in Florida…
Trump can kiss midterms goodbye
English
$PCT Positioning set up. This is where it gets fun. Weve got 50m shares short, with gives you a MINIMUM 50% SI. Shorts were expecting the stock to crack here and you’ve got convicted longs who are coming off a low of five bucks and see a 100 dollar stock. Meanwhile, if you’re short you have nothing to bank on until the next Q (when I suppose you expect the stock to break), while at any time DEP approval/blue chip PO can come and blow you out of the water. You get to pay 10-20% for this luxury and have limited borrow available to fight back. FUN!
Next few weeks months we will (in my opinion):
1) Get NJDEP approval
2) Get more PO PRs
3) Cash Warrants
4) Create a global monopoly with regulatory tailwinds and a premium product while having a cost of product <= the commoditized version of that product in a $150b+ market.
English
$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):
English
@frenbilt 40-60 year olds is the honest answer, many with a pile of home equity in hand from whatever they first bought 10 years ago
The second answer, for new construction neighborhoods, is foreign workers coming on visas who work in tech
Those are the 2 main buyer pools
English
I’m almost 30, top 10% of American earners my age, I can’t afford a house - which means that the other 90% can’t either. Who are buying all of these houses?
English
I will follow back anyone who recognizes her. 💙
English
@SamanthaLaDuc So disappointing that you will do anything to trash Israel without verifying what you disseminate
English
All related:
So US is assisting Argentina in its war footing to capture the Falkland Islands for Israel…
AND to punish NATO/UK for not supporting the Trump-Netanyahu War against Iran & Lebanon…
AND to provide a strategic gateway to the South Atlantic and Antarctica to better monitor/control shipping lanes and naval activity in a region where China is seeking to expand its influence.
samanthaladuc.com/p/target-isnt-…
Target Isn’t Just Iran - Trump Wants China To Submit Too
Babak Taghvaee - The Crisis Watch@BabakTaghvaee1
BREAKING: Argentine military sources indicate the armed forces are preparing for a potential large-scale operation aimed at recapturing the Islas Malvinas/ Falkland Islands from the United Kingdom, with what they describe as a green light from the United States. Not only did the U.S. prevent the United Kingdom from blocking Argentina’s procurement of F-16A/BM multi-role fighter jets, but it is also said to be supporting Argentina’s plans regarding the future of the Falklands.
English
There's A Torpedo Headed For The US Stock Market But It's Not The One You Think
samanthaladuc.com/p/theres-a-tor…
😉⏳
Brad Setser@Brad_Setser
Amazing how fast the US has swung from hyping the "trillions" it was going to get from the oil sheiks and Asia ... to talking about providing those same countries with billions in bailouts (swaps ... ) 1/
English
Friendly reminder to my friends older than 42: You don’t have to put 2 spaces after the period anymore. That was for the typewriter era. You're free
English
I was feeling really bad about not predicting this melt-up for clients.
Turns out it was an event with .63% probability.
Or as modeled here:
x.com/01101100101001…
1 in 52 billion!!
Data Driven Stocks@stockdatamarket
The S&P 500 just experienced its biggest rally of the century that lasted 13 days - an event with only a 0.63% probability of occurring. To put that into perspective, that’s roughly a 1 in 160 chance-similar to flipping a fair coin and getting heads 7 times in a row.
English
@SaraForTexLege At Publix, Pepsi is occasionally offering buy 2 get 3 free
English
I almost posted something identical yesterday. I went down the soda aisle and in that moment just decided I couldn’t afford Diet Coke anymore.
And it’s not that I don’t have $9, but the cost vs value just doesn’t math anymore.
Grocery prices are a full blown crisis at this point, and I’d really like to see some congressional action on price gouging.
Because starving people living in the same country where grocery conglomerates are posting record profits is not a sustainable model.
The greed has gone too far. Time to rein it in.
🇰🇵단일성 Commie on the Rez 단일성 🇰🇵@patriach2051
Burn it all down
English
@WallStreetMav Recently Pepsi had sale on beverages….buy 2 get 3 free
English
“people who get these SNAP benefits can't use that money to buy chips. It means demand goes down for those foods because the government was subsidizing consumers to buy junk food.”
“What does Pepsi do in response to a decline in demand for its products? It lowers prices.”
“That's how the free market works. The government subsidized consumers to buy junk food by giving them money to pay for it. And so that allowed the companies that sell that type of food to charge higher prices. When the government reduces the subsidy that it provides. Now the companies have to cut their prices.”
“Well, if it works with junk food, it works the same way with everything. Everything the government subsidizes costs more as a direct result of the subsidy. Why is education so expensive, particularly colleges? Because the government subsidizes students to go to college.”
“The government arranges for guaranteed loans or directly finances low interest rate loans to make it easy for people to borrow money to pay for college. That means that colleges could charge more because their customers are getting money from the government to buy their product. What would happen if the government stopped doing that? The government stopped giving out grants and loans. Well, just what Pepsi did. They'd have to cut their prices because demand would go down.”
@PeterSchiff
English
Quality is not dead, not everything breaks. If you are in the market for new appliances or pans- here’s a three part thread on reliable long standing companies.
English
If you follow me, support Zionists (or are one), and you would like me to follow you back, please drop a line on this post's thread, and I'm in!
All of us must support all of each other!
English