Dan Kohanek

[Dan Kohanek @dan_kohanek]

Wut? thought dinosaurs were extinct 🤗 …a rare CompleteGameRex was sighted

[ESPN @espn]

Chris Sale with an 11K complete game shutout to complete the sweep over the Dodgers 🥶

His son was hyped for him to come back out to close it out 🍿

[Dan Kohanek @dan_kohanek]

@Hedgeye @RealRickRule @KeithMcCullough A master class on issues all generations should be considering as they look to preserve, protect and grow their pile - time well spent for most

[Jon Najarian @jonnajarian]

"How is including males on women’s teams inclusive for the female athlete who lost that spot to a male? The ignorance is astounding,"
Save Women's Sports!

[Robert Friedland @robert_ivanhoe]

Jeff Currie is one of the most respected voices in commodity markets, having experienced multiple cycles during his 27 years at @GoldmanSachs as Global Head of Commodities Research.

Jeff is now on our Board of @IPulseGroup and is Executive Co-Chairman of Abaxx.

@abaxx_tech @abaxx_exchange @CommodMkt

[Dan Kohanek @dan_kohanek]

@Mike_Taylor1972 Gee - what could wrong for shorts when Top 15 long shareholders with deep pockets and alligator arms HODL their shares?

[Robert Friedland @robert_ivanhoe]

The physical demand for copper used in data center construction is about to take off.

We know very well one of the biggest rack manufacturers that supply data centers. Until February, their order books were quiet… now they have close to a 2.5-year backlog. This happened all in 6 months.

We are about to see an explosion in copper consumption for data centers as we near the late stages of their construction… because it’s the last 9 months where all the copper gets installed.

[Michael Taylor @Mike_Taylor1972]

$PCT - while i understand it is a new technology to recycle PP5 (plastic), I think the bears are much too negative on the tech, pricing and endmarket.
Short Int is VERY VERY crowded at >50% of the real float.
- company IMHO will be approaching break-even by YE

[PureCycleTech @PureCycleTech]

A coffee lid seems small until you multiply it by commercial volume.

@PIThermoforming is now producing thermoformed lids with 25–100% recycled PP, using PureFive® resin. Certified, suitable for food contact, performs like virgin material.

Read more: https://t.co/VUVG8iYJVw

[Michael Taylor @Mike_Taylor1972]

$PCT:
TOP US Food packager.
Coffee lids (all the top QSRs)
Film, injection and so much more.
Now mega auto supplier (below)
EU mandates - check
US mandates - NJ CA (and 8+++ more )
ONE SOLUTION: $PCT
- there can be only one-

[Dan Kohanek @dan_kohanek]

@baharkarakrt 3

[Stan @private_dataguy]

Good friend of mine sent me this. Absolutely hilarious what AI can do, $PCT ballad of the summer.

https://t.co/5dKJq4BRCv

[Dan Kohanek @dan_kohanek]

Wait - wut? I thought their production process doesn’t work 🤗

[PureCycleTech @PureCycleTech]

We're proud to announce that PureCycle has achieved ISO 9001:2015 certification. This is the globally recognized standard for Quality Management Systems.

https://t.co/t9GbyjwwMC

[Stan @private_dataguy]

I clearer image, liiiiive from the National Restaurant Association show this week
$PCT 🤝 $KO

[Stan @private_dataguy]

In a few months, when folks look back at $PCT and say "well where the signs they would have all these massive customers", the signs were here:

$MCD

https://t.co/SfDVdjXbZJ

Focused on plastic to plastic solutions for a circular solution and examining how to address EPR laws covering packaging.

I wonder who they could possibly get their CLEAR, FDA Approved rPP from for their coffee lids and cold beverage containers?

Hint: There is literally only one provider, mechanical ain't clear and chemical is literally banned in New Jersey.

[Stan @private_dataguy]

Lot of interesting tid bits from the legendary $PCT head of IR Eric DeNatale (and lots of good answers to tech and commercial questions I see frequently as well.)

1) confirm P&G and L’Oreal are customers

2) Looking to get something out with Mars soon

3) PRICING. Brands are buying ISCC+ credits for .75/LB, conversations are STARTING at virgin plus .75 - that would put pricing around 1.40+/LB. Put that in your model and see what happens….

Big couple weeks, months then years ahead!

https://t.co/bKp153UIGB

[Michael Taylor @Mike_Taylor1972]

$PCT comments on @Hedgeye 2 weeks ago.

[Michael Taylor @Mike_Taylor1972]

$PCT: IMHO the company now transitions from science-experiment to real-business.
(A first for a recycler)

- Backlog filling out
- Major Partners
- Next Gen plant better/cheaper

IMHO $PCT is a Global white-space monopoly w pricing power.

[Dan Kohanek @dan_kohanek]

@JGGolfFitness Home

[Rock'n Roll of All @rocknrollofall]

"Love how Prince is hidden in the dark before his solo; like he is the secret weapon to make this song into a banger."

"Who's seen this an ungodly amount of times over the years, and STILL gets the chills when Prince strolls out to conjure up spirits?"

While My Guitar Gently Weeps performance at Rock and Roll Hall of Fame Induction is and will always be one of a kind.

Watch how Tom Petty, Jeff Lynne, Steve Winwood, Dhani Harrison Prince create something incredible to honour George Harrison at the 2004 Induction Ceremony.

[Dan Kohanek @dan_kohanek]

@KeithMcCullough Can’t we keep your lessons and insights with Hedgeye clients and Jonesybuds? We are going to lose our trade, trend and tails edge 🤫