OpenBookCapital @OpenBookCapital

Trades are all realtime. This is not trading or investment advice. Algo account start date: April 28th 2021. Princ: $43,000; Bal(EOD): $0; ROI:-100.0% openbookcapital.com Joined August 2020

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OpenBookCapital @OpenBookCapital

2 years ago

@Mike_Taylor1972 @Archie_155 @GNelson46614703 @Tim75491582 I must be misinterpreting what you meant by monopoly pricing power. I assumed you implied them becoming the lowest cost producer of PP in gen but maybe you meant just for recycled PP and that their margins are superior, idk. I guess this is already factored into your exp value.

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OpenBookCapital @OpenBookCapital

2 years ago

@Archie_155 @Mike_Taylor1972 @GNelson46614703 @Tim75491582 No I’m long and have a healthy respect for @Mike_Taylor1972, just looking for elaboration on virgin $/lb bc I figure I’m missing something. I’m guessing grade diff but idk, clearly the offtake agreements are related to the market price. I must be mistaken on which market price.

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OpenBookCapital @OpenBookCapital

2 years ago

@Mike_Taylor1972 @GNelson46614703 @Tim75491582 CME PP futures prior settlements around $.50… cmegroup.com/markets/energy…

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OpenBookCapital @OpenBookCapital

2 years ago

@Mike_Taylor1972 @GNelson46614703 @Tim75491582 chemanalyst.com/NewsAndDeals/N…. As per the recent assessment, the Propylene market in the USA keeps on rising with a hike of 10% at the beginning of January 2024 due to supply constraints. Therefore, Propylene Polymer Grade DEL US Gulf assessed at 1090 USD/tonne…

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OpenBookCapital @OpenBookCapital

2 years ago

@GNelson46614703 @Mike_Taylor1972 @Tim75491582 I’m confused I also thought one of the main arguments was that PCT could make a superior product at less cost than Virgin giving them monopoly pricing power with the assumption of PP at about $1/lb but I’m also only seeing current prices around half that. Is that not food grade?

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OpenBookCapital @OpenBookCapital

2 years ago

@StevenShadduck @thesliver6996 @FordWealth @Mike_Taylor1972 @John_Hempton You’re such a tool Steve. Change your face.

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OpenBookCapital @OpenBookCapital

2 years ago

@Alex__Pitti Shut up donut

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OpenBookCapital @OpenBookCapital

2 years ago

@StevenShadduck @Mike_Taylor1972 He’s been remarkably consistent w/ this one. It’s not like he’s married to all his picks. Can’t fault him for not having a crystal ball or being unable to foresee tech hiccups out of his control. And you talk like retail are unable to think for themselves. Get over yourself.

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OpenBookCapital @OpenBookCapital

2 years ago

@Alex__Pitti @CruisingBullish Shut up donut

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OpenBookCapital @OpenBookCapital

2 years ago

@Alex__Pitti Why are you so obsessed? It’s very weird. I guess you’re getting followers from these posts?

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OpenBookCapital @OpenBookCapital

3 years ago

@Alex__Pitti You’re like a way lamer version of Martin Shkreli.

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OpenBookCapital @OpenBookCapital

3 years ago

@Alex__Pitti @_dpgibson @Mike_Taylor1972 You’re gonna lose.

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OpenBookCapital @OpenBookCapital

3 years ago

@StevenShadduck @no_privacy @John_Hempton @_dpgibson Steve, you do realize you look like a dousche in that photo right? I can’t take anything you say seriously because I can’t imagine anybody in their right mind wanting to portray themselves like that. You just look like such an arrogant ass. I can’t be the only one thinking this.

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OpenBookCapital @OpenBookCapital

3 years ago

@4thTroglodyte @AndrewHMPalmer FYI: Did a little bit of research on SPAC warrants… nasdaq.com/articles/heres… “The general rule is that if the stock is trading for $18 or more for a period of 30 days, the company can redeem those warrants for essentially nothing.” Might be worth a deeper look…

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OpenBookCapital @OpenBookCapital

3 years ago

@4thTroglodyte @AndrewHMPalmer Well I meant they’re the same price as Jan2025 12 calls which expire 1.5 years earlier. I’m guessing due to lack of liquidity. Looks like a sweet deal.

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OpenBookCapital @OpenBookCapital

3 years ago

@4thTroglodyte @AndrewHMPalmer Why are they so cheap compared to leaps? Lack of liquidity?

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OpenBookCapital @OpenBookCapital

3 years ago

@88_tc_88 Maybe down on news of 1 line instead of 4?

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OpenBookCapital @OpenBookCapital

3 years ago

@B_Funk_ @GunsAndAG Wow massive print, like half of daily average volume in a few minutes.

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OpenBookCapital @OpenBookCapital

3 years ago

$PCT

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OpenBookCapital @OpenBookCapital

3 years ago

@Mike_Taylor1972 @FordWealth @Sell_Calls @PureCycleTech Where’s the major risk then? I own this stock largely because I respect your opinion but is a price dislocation persisting this long something you’re used to? Just seems like this thing has every reason to go up and now is the time but still nobody’s buying. What am I missing?