David Homonoff

[David Homonoff @dhomonoff]

@BofA_Help Too slow. It’s all set. I’ll just take 2 hours of my life back. Thanks

[David Homonoff @dhomonoff]

@BankofAmerica why do you issue fraud alert on my credit card, make me call you to remove it and then have me wait on hold for an hour?

[Michael Taylor @Mike_Taylor1972]

Legislation is passing thru US States to mandate utilization of recycled plastics moving fw.

This is the future of R-polypropylene and there is only 1 player, $PCT.

[David Homonoff @dhomonoff]

$PCT What are odds that Innovia with sterling rep + global reach accomplishes this feat, Purecycle announcesm, and no deal materializes with the family business of the board member that is leading user of this film? I'll take "Things that are highly improbable for $200, Alex"

[PureCycleTech @PureCycleTech]

PureCycle + @InnoviaFilms successfully produced white, cavitated BOPP film w/ 40%+ PCR content using PureFive® resin.

BOPP film = candy wrappers, snack bags, ice cream packaging. This is a huge addressable market, and we’re proving commercial viability.

https://t.co/4zPn6Craxj

[Michael Taylor @Mike_Taylor1972]

This IS the future of wrappers.
Pure5
$PCT

[PureCycleTech @PureCycleTech]

PureCycle + @InnoviaFilms successfully produced white, cavitated BOPP film w/ 40%+ PCR content using PureFive® resin.

BOPP film = candy wrappers, snack bags, ice cream packaging. This is a huge addressable market, and we’re proving commercial viability.

https://t.co/4zPn6Craxj

[PureCycleTech @PureCycleTech]

Recycling doesn't fail at collection. It often fails at demand. NJ's embrace of dissolution recycling shows how smart policy creates markets that make circularity work. More states should take note.

https://t.co/mtnvV5DawP

[David Homonoff @dhomonoff]

@private_dataguy OK, now I know I'm underweight $PCT!

[David Homonoff @dhomonoff]

@private_dataguy @fleckcap @Poopster691

[Stan @private_dataguy]

Play it from the rooftops. $PCT sails on!!!

https://t.co/UgNyk5tn0o

[Michael Taylor @Mike_Taylor1972]

@private_dataguy Just imagine how big these TAMs are.
I’ll keep it simple: >>$10bn

[Stan @private_dataguy]

Where were the signs? $PCT and L’Oréal Thailand in business 🤝

[Michael Taylor @Mike_Taylor1972]

@turtlespeed2020 I think it is mostly quants looking at burn vs ebitda.
Once the P&L estimates curve to less burn and more ebitda, the equation abruptly changes.
That moment is likely now-ish.

[David Homonoff @dhomonoff]

@stoolpresidente Take a look at $PCT. If you dig around you might find it very interesting and timely.

[PureCycleTech @PureCycleTech]

Living hinge caps are one of the toughest tests for recycled polypropylene.

PureCycle and StackTeck have now successfully produced living hinge caps using up to 100% PureFive® recycled PP resin, with lids passing hundreds of flex cycles without failure.

https://t.co/3sjNQD017v

[David Homonoff @dhomonoff]

RT @private_dataguy: $PCT performs in the most demanding applications because the product IS virgin quality. Also some interesting products…

[David Homonoff @dhomonoff]

@private_dataguy Hell of a song! Makes me kind of think I’m underweight $PCT! I know what I have to do next!

[Stan @private_dataguy]

Just got another one - I am howling at the desk, these are incredible. Maybe this makes me buy some $MU, but 100% long $PCT.

(This one more of a Friday night 9pm Dropkick Murphy’s pre game type jam).

https://t.co/Wl9lAOTAp1

[David Homonoff @dhomonoff]

@turtlespeed2020 nice call - I think it's a tallboy - a 42oz one!

[Stan @private_dataguy]

Nice $PCT win here with a regional player in the enclosure space. There are HUNDREDS of these smaller converters and ALL of them need to have an answer for their customers when it comes to regulatory requirements.

Always nice to see more affirmation of product quality. Never before seen combination of quality, consistency , FDA approval etc… Essentially, virgin.