Received a fair amount of feedback after $PCT Bear/Bull discussion. Namely from folks that wanted to hear more information versus just going back and forth on particular points - additionally had a number of people a variety of questions. I threw together some of my notes here and tried to narrate a high level 50,000 foot summary of the tech, market, customers, economics and 'where we are today'. Ended up being 40 odd minutes but figured some folks would find it interesting. As always, I am just a random dude with a keyboard, not financial advice.
@private_dataguy I think we have seen a myriad of pop-up stock gurus with very little experience, all trying to get a big following quickly. Each one trying to be louder than the next. Rarely would they even show to debate. I credit to these guys for the discussion - they learned a LOT.
@private_dataguy Appreciate your demeanor on both offerings and get a sense that you are trying to educate and identify truth. I’m not a PCT investor rather invested in the space in a related name. I’m always down for a fair conversation on stocks, appreciate you trying to further the dialogue.
@private_dataguy Thank you for this Stan. Amazing to me how few understand the scope of the opportunity.
@private_dataguy One of the most exciting companies in the market today imho. Thanks for putting this together and helping educate people.
@private_dataguy This is excellent Stan - first time I've seen someone size up the TAM and break it down like you have into verticals / use cases / customer demand Also is entire presentation built in a spreadsheet? 😆
@private_dataguy Thanks Stan great presentation, appreciate the time you spent.
@private_dataguy Great post Stan To my fellow growth bros: tail it out and the $PCT model starts getting pretty juicy
@private_dataguy Well done, Stan. This was fantastic. Go $PCT!
@private_dataguy That was incredible, thanks so much for sharing!!
@private_dataguy Stan, would you be willing to share what you know about how PCT obtained their patents originally, presumably from P&G, and if there is any ongoing economic relationship related to them.
@private_dataguy This was great! Appreciate your sharing your knowledge on how 75%-90% of various plastics are destined for the landfill. I bought a few shares yesterday and am looking forward to seeing PureCycle ($PCT) make the world better!
@private_dataguy asides from the low audio, this was excellent. thank you stan