fred thomas

Student of life! Learning never ends! No post or RT is an investment recommendation. Do your own research.

[Tobias Carlisle @Greenbackd]

This is truly incredible. Here's the link to the study / experiment: https://t.co/VmmYAHeq8o

[fred thomas @turtlespeed2020]

@Mike_Taylor1972 ~35%, 70M SI. Float is listed as 250M shares out of 280M. LOL! The 13G/D/A filings say it must be a joke.

[fred thomas @turtlespeed2020]

They borrowed 600k shares to paint the tape. They kept it under $4 to minimize the pain.

[fred thomas @turtlespeed2020]

$PCT It gets kicked around until bids show up.

For now $7k watch worth $50 in Philadelphia.

[fred thomas @turtlespeed2020]

@patientinvestor I will add $PCT to that list and remove a few.

[fred thomas @turtlespeed2020]

@private_dataguy @MarcRigiola @Rody80000 @Mike_Taylor1972 $PCT Add EU market to the list. Virgin resin prices in EU have risen so much that they are in striking distance of a compounded PureFive resin. For the brands the choice has become much easier.

[Plastics World @PlasticsWorld]

HydroGraph will be presenting its newly launched Fractal Graphene Paste, a pre-dispersed aqueous product containing 20% graphene by weight, tomorrow at the Advanced Materials Show USA in Pittsburgh, Pennsylvania. https://t.co/5AzxQQRpiy

[fred thomas @turtlespeed2020]

$HGRAF

[Plastics World @PlasticsWorld]

HydroGraph will be presenting its newly launched Fractal Graphene Paste, a pre-dispersed aqueous product containing 20% graphene by weight, tomorrow at the Advanced Materials Show USA in Pittsburgh, Pennsylvania. https://t.co/5AzxQQRpiy

[fred thomas @turtlespeed2020]

Must watch.

[Oliver Groß @minenergybiz]

Mining legend Robert Friedland gave another excellent presentation at the Mining Forum Americas this week. An absolute banger! 😄⛏️
Every investor and politician should watch it.
He talks not only about mining and commodities but also about AI, military technologies, sovereignty, and huge dependencies. Without copper and many other critical metals, there would be no AI boom or future technologies!
This speech is highly entertaining and full of wisdom and eye-opening facts. It also underscores why Robert Friedland is the best mining promoter on earth.
I am afraid that only those in the extremely small "Mining Bubble" will watch it closely, but we can try to change that - at least a bit. Please share this presentation! 👇
THE AI SUPPLY CHAIN IS A CRITICAL MINERALS STORY
Keynote Link: https://t.co/PlJikVs3xm

[fred thomas @turtlespeed2020]

$HGRAF Hydrograf you're next. What you got?

[Plastics World @PlasticsWorld]

UK-based manufacturer Duo Packaging says it has created a graphene-enhanced film, 2DPETM, which allows recycled content in flexible packaging products to be increased while reducing material consumption. https://t.co/kZzPIE8aiU

[fred thomas @turtlespeed2020]

Battery operated devices cause a few dozen fires in recycling facilities. But that does not deter these hooligans from their ill conceived tactics. They are not fact base environment warriors, they are the first line of attack for their political overlords.

At first, it looked like Starbucks move from Seattle to Tennessee causing this backlash. Starbucks fired its sustainability unit along with a few hundred corporate layoffs and combined the function with social impact group. But there is a greater motive behind such activism and MSM negative headlines.

[Plastics News @plasticsnews]

Beyond Plastics is stepping up its challenge to Starbucks over recycling claims for polypropylene cold cups, with demonstrations across 11 states. https://t.co/DAY6M1PTC1

[fred thomas @turtlespeed2020]

Select options activity from yesterday.

[fred thomas @turtlespeed2020]

$PCT

- Just reviewed funds list. There were as much as 16M shares in small-cap or Russell 2k tracking funds end of June. R2k down 10%. Investors withdraw, funds have to sell. Other funds could have been selling but long-time holders such as Sylebra, Crowns and Glockers are not selling. Retail is selling or is pretty much out.
- SI still stands at 57M and has not moved much in weeks. (There is little available to borrow)
- Option Open Interest is off the charts for Jan, March 2027 and January 2028. See screenshots. If stock moves above $5, equivalent of 28.5M shares' call options are in play. It moves above $10, as of today, equivalent of 30M+ shares' call options are in play.
- Float is much tighter than you think or institutional holding data says.

[fred thomas @turtlespeed2020]

@jbharp633 The risk happens all the time and happens when one expects it the least. We are living in an uncertain world and best we can do is to hedge and plan for the better times ahead.

[fred thomas @turtlespeed2020]

Opinion from someone who is not associated with either company and is looking at it from a practitioner point of view. Link: https://t.co/ShtTWfjUGR

[fred thomas @turtlespeed2020]

$PCT An oldie but a goodie. This announcement was significant. I and most others did not pay enough attention. A practitioner wrote about it and I am posting it here. It is not just plugging a PCR material into a process replacing virgin material. There is more to that than generalist like us understand.

More in comments ⬇️

[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

[fred thomas @turtlespeed2020]

Link: https://t.co/fijQQaFA8j

[fred thomas @turtlespeed2020]

$PCT Can PCR polypropylene stand in for virgin PP in thermoformed food packaging without the converter having to relearn the process? We will find out as Purecycle teams up with Kiefel and ICPG to test that.

Posted on Linkedin. See link in comments.

[fred thomas @turtlespeed2020]

Links: https://t.co/wL1mY67BW3
https://t.co/hA17zs1kUN

[fred thomas @turtlespeed2020]

Average European car has 45-50% polypropylene in it. There is only one high-quality, odorless supplier for the recycled PP, $PCT

[Plastics News @plasticsnews]

LG Chem, Volkswagen partner to use more recycled plastics in vehicles https://t.co/q1dpatSOIb