@private_dataguy Love the surprise discussion!
@private_dataguy Heard it was a fair and equal sided debate haha 😂
@private_dataguy no - its running north of 90% for sustain periods of time. These guys don't understand how these plants work ......
@private_dataguy I love intelligent bears... unfortunately, I cannot find one on $PCT. They help me inform the positions we have on in the portfolio. I am more concerned about distribution, secured and available feedstock, and shipping at scale.
@private_dataguy This is like a doctorate arguing with a 6th grade debate team .
@private_dataguy Michael is right - you cannot just onboard this product - you have to test/match
@private_dataguy My God - this is painful -
@private_dataguy Nope - please let me speak - this is completely wrong - Please let me answer this child
@private_dataguy Wrong on Sabic - they mechanical recycling / their chemical recycling - does not recreated PP
@private_dataguy Nope - KW plastics is not the same kind of product. PCT makes virgin grade PP - KW does not. It does get you to near Virgin. PCT will sell 100% recycled product.
@private_dataguy First - it was its fake, then it was not scalable, now its not selling -
@private_dataguy He is a high school student -
@private_dataguy You guys are missing this major point - much of the tested pellets are from their scaled operations in May/June -
@private_dataguy This child doesn't understand the procurement and testing process -
@private_dataguy @wallstreetmil I have no position but lean bullish. That said, it’s a shame that participants didn’t restrict their comments to the bearish arguments presented as opposed to ad hominem attacks or attacking their methodology. Why “be upset”? Just counter the argument!
@private_dataguy I gotta go. This is pisspoor “I feel” research.
@private_dataguy This kids opinion is based on a python scripted model from public data inputs and standard analysis models. Go to bed
@private_dataguy Kid is neck deep, trying hard to mask he is a kid with no relevant experience in the business and not having done any primary research. If this is the other side of $PCT position, oh boy.
@private_dataguy All 💩Co SPAC driven garbage with no product but a dream $NKLA $PLUG … no serious IB underwrites without product/ rev. (Except china 💩 and SPAC 💩) 😂
@private_dataguy Bulls getting really emotional there. One should never get emotional about their investments. Ad hominems aplenty.
@private_dataguy Mike is losing credibility
@private_dataguy @wallstreetmil Pre-revenue success stories outside SPAC, biotech, and mining: $RHT (pre-business model), $SIRI (XM, pre-satellites), and $JNPR (pre-routers).
@private_dataguy Agreements are like LOIs you still need to test/prove ....
@private_dataguy One issue not mentioned in the debate is the duration of negotiation of Supplier, Quality, and Environmental Agreements. This can take months when dealing with large multinationals.
@private_dataguy The bear has never run a company, let alone a startup. Things take longer, it’s expected. He’s putting PCT in a box, without doing research
@private_dataguy Mike really disappointing trying to intimidate the kid with the job/industry/doxx angle. Trying to pivot from the merits of PCT debate to dangling a HF job offer/blackballing... ROUGH look and makes me more nervous about my current PCT long position.
@private_dataguy Looks like someone is missing their Series 7 and Series 63 licenses.
@private_dataguy Is TSLA an example of what guy was asking for?
@private_dataguy Ramping is a multivariate optimization process doggie.. do you homework lol
@private_dataguy This guy is a trader.. he doesn’t want to learn. lol
@private_dataguy Can I be allowed to speak -