Tuomas Lehtinen @tlehtinen52

I have a feeling $PCT Thailand, Antwerp and Augusta plants are going to be selling a lot of bumpers! I wonder which global OEM might be focused on this? I’m gonna guess $VWAPY

Big news for automotive sustainability: PureCycle and Motherson have produced a bumper prototype with 30% recycled PP. It's a direct answer to the EU's ELV Regulation. We'll be sharing more at Startup Autobahn Expo in Stuttgart on July 2. 🚗♻️ purecycle.com/blog/motherson…

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Tuomas Lehtinen @tlehtinen52

2 weeks ago

@ArttuY @_purtsi Vaihtoehtoiskustannus.

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Tuomas Lehtinen @tlehtinen52

3 weeks ago

@private_dataguy @dhomonoff I mean... won't the deals be with Amcor, IPL, Plastic Ingenuity and so on, basically the partnership means that PCT provides the compounded resin, and the packaging companies provide the packaging fulfilling regulatory compliance. Partnership = converted customer, basically.

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Tuomas Lehtinen @tlehtinen52

3 weeks ago

@campbe14425505 @EdGramlich Elaborate on the deficiencies please.

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Tuomas Lehtinen @tlehtinen52

3 weeks ago

@campbe14425505 @ACapitalLP @EdGramlich Most likely the deal was in works for weeks or months and the stock bottomed at 5 in march and reached 14 in june. Wide range, eh? Where do you price it at as the banks use market price as a guide. Imagine them working at it from somepoint onwards.

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Tuomas Lehtinen @tlehtinen52

3 weeks ago

@campbe14425505 @ACapitalLP @EdGramlich Falling from 14 to 8 doesn't signal anything about mgmt. The offering is a big block that was priced at 8, and the less liquid floating market price follows that.

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Tuomas Lehtinen @tlehtinen52

3 weeks ago

@campbe14425505 @ACapitalLP @EdGramlich I don't like the 8.21$ pricing either. I think it's ridiculous, but I recognize I'm not privyed to the information and perspectives the management has.

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Tuomas Lehtinen @tlehtinen52

3 weeks ago

@campbe14425505 @ACapitalLP @EdGramlich Eh, operational and regulatory risks causing struggle doesn't make it a "meme"-stock. You've been talking about management failure in several different spots, while I've yet to read any reasoning or arguments to actually back the statement up.

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Tuomas Lehtinen @tlehtinen52

4 weeks ago

@Pfr_Caine @Dic3t I do agree that the environment has changed. Interest rates represent the cost of capital, and since rates have moved higher, the relative value of growth is much lower in comparison to current cash flows. Thanks for the good read!

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Tuomas Lehtinen @tlehtinen52

4 weeks ago

@Pfr_Caine @Dic3t I like the fact that with the use of AI I can actually read this text. It's a good translator. Interesting ideas, and while I recognize the historical themes I think the idea of BRICS or crypto challenging dollar dominance is yet very far away.

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Tuomas Lehtinen @tlehtinen52

4 weeks ago

@Hariss0097 @Idontcaret51856 @sindreflogstad Yeah, and I assume that in 6 months ironton will be running at 80-95%, while market will price it at 100%. Market looks ahead and prices ahead, not backwards or reflective of current numbers. Stock price was already running before theses shenanigans with the offer pricing.

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Tuomas Lehtinen @tlehtinen52

4 weeks ago

@Hariss0097 @Idontcaret51856 @sindreflogstad Well, yeah they might build a backlog... but the stock currently has a 100-day annualized volatility of 104%. I'm not sure if you expect it to suddenly lose it and go up with a steady drift, when actual cash flow increases in lumps after new facilities enter the equation.

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Tuomas Lehtinen @tlehtinen52

4 weeks ago

@Hariss0097 @Idontcaret51856 @sindreflogstad I don't understand your point. It's not a start up trying to show proof of concept or build reputation. It's industrial company that has partnerships with biggest packaging companies in the world. That just means there's a year, where revenue growth will stall.

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Tuomas Lehtinen @tlehtinen52

4 weeks ago

@Kimmomi74 En lukenut artikkelia, mutta eikö politiikkojen nimenomaan kuulu tehdä POLIITTISIA ratkaisuja, jotka nimenomaan tehdään IDEOLOGISIN perustein? Sitä varten heillä on äänestäjien mandaatti, joita vain linjauksia toimeenpanevat virkamiehet eivät tarvitse.

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Tuomas Lehtinen @tlehtinen52

4 weeks ago

@Hariss0097 @Idontcaret51856 @sindreflogstad I don't think buying at 30 is chasing at this point. I think the value right now is something between 20-30. I think the stock will rerate after Ironton sales show on income st., but there will be a longer stall before next plants start to close in on producing.