GBA's "2021 Stock Phantasma"

**janes alert**

I found an interesting take on plastic an angle to come at from that doesn't require breathrough technology and big investment I don't think. It's kind of brilliant and I just found it completely by accident...

Description

PureCycle Technologies LLC produces recycled polypropylene. It uses a recycling process that separates color, odor, and contaminants from plastic waste feedstock into recycled polypropylene. Its recycling service converts waste plastic into virgin-like plastic. The company was founded in 2015 and is based in Orlando, Florida.

PureCycle Technologies, Inc. (PCT)
NasdaqGS - NasdaqGS Real Time Price. Currency in USD

$20.58+1.64 (+8.69%)<-------------
As of 11:02AM EDT.

Opco starts 'high-ceiling execution story' PureCycle with Outperform 05/24 PCT Oppenheimer analyst Noah Kaye initiated coverage of PureCycle Technologies with an Outperform rating and $24 price target. PureCycle is commercializing a breakthrough technology to produce virgin-quality polypropylene resin from recycled feedstocks, Noah tells investors in a research note. With a $120B total addressable market, no direct competition, corporate and regulatory drivers for plastics waste reduction, and technology that can extract significant economic value from largely untapped feedstocks, PureCycle is a "high-ceiling execution story," says the analyst. Kaye sees room for multiple expansion as the company achieves key milestones over the next 12-24 months.<---- YUM!

I think I'm going to take the dive here next week.... Along with my 50 cent challenge play.....
 
A P&G scientist invented a breakthrough technology that removes color, odor and contaminants from used polypropylene – to restore it to ultra-pure recycled resin. To drive scale, P&G licensed it to PureCycle Technologies, which plans to open its first full scale production plant in Ohio in 2021.

 
My wife said buy some butter and I bought the wrong kind. Land O lakes. Got a stern lecture for that. I held the box up and the lady is missing. It was Indian lady right! Cancel Culture!!!

Common' What was the problem? I don't remember any axe or scalp or anything. Geeze.
 
stonedinvestor said:
  • Hi Van. One thing to think about is How many 50 cent companies have no debt? And are fully operational? Not many. We can just grow from here with new contracts which will come. And these are sticky complex contracts that re typically long term 3-5 years... and there is subscription revenue etc

  • At March 31, 2021, cash and cash equivalents totaled $7.4 million ($7.2 million at December 31, 2020). Working capital (current assets less current liabilities) was $5.9 million ($6.2 million at December 31, 2020), and the Company has no debt. Assuming customers renew and pay their 2021 contracts for CIM usage similar to fiscal 2020 and there are no significant changes in its current business strategies and cash consumption, the Company believes it has sufficient cash on hand to fund its business and growth strategies as envisioned.

  • The Company focused on advancing Cathodic Protection (for which prototype SaaS versions were first made available to private preview users in the Fall of 2020) and Risk functionality during the quarter. On March 9, 2021 the Company announced the acquisition of intellectual property that is being integrated into the CIM platform as a component of its Risk functionality. The acquired IP includes algorithms and processes that leverage machine learning to perform data analytics associated with measuring the probability that anomalies found in pipeline inspections might cause the safe operating pressure of the pipeline to be exceeded. This analysis, often referred to as probability of exceedance ("POE"), supports the prioritization of on-going inspections and mitigations and aligns with regulatory requirements mandated by PHMSA 192 & 195 safety statutes for U.S. pipeline operations.
ACTIVITIES SUBSEQUENT TO MARCH 31, 2021

On April 7, 2021 the Company announced that one of the largest refined products pipeline companies in the U.S.A., with pipelines spanning Texas to the North Eastern U.S seaboard, entered into a multi-year agreement to use CIM for integrity management of its pipeline operations.<- Respect Van!

On April 20, 2021 Phillips 66 Pipeline LLC ("P66"), the Company's first CIM client, was awarded the Distinguished Pipeline Safety Award by the American Petroleum Institute, which has 600 members representing all segments of the U.S.A.'s natural gas and oil industry. This award recognizes operators who have distinguished themselves as champions of industry innovation and operational excellence. P66 was selected as the winner in the large operator category after recording an outstanding year in employee safety and for its use of comprehensive risk modelling and a health, safety and environment management system that resulted in zero pipeline system release events.<-- Van. Additionally, P66 was noted for its commitment to cutting-edge research and development that has potential to improve pipeline safety for the entire industry. P66 uses CIM as the key component of its pipeline integrity management system.

On April 27, 2021 the Company announced a joint initiative to deploy C-FER's risk models on the CIM platform, which Management believes will deliver the most advanced integrity and quantitative risk management solutions available for oil and gas pipeline operators today.<-- somewhere burried in here my guess is the anti ransom ware stuff....

BUSINESS OUTLOOK

Management is pleased with the Company's activity during Q1 2021 to advance our technology, solutions, market presence and opportunities, which are proceeding in accordance with expectations. We remain confident that our first mover advantage in leveraging machine learning, data science and cloud computing continues to provide a strong competitive moat and that knowledge of the high value that CIM contributes to clients is becoming better known globally through technical publications, presentations and word of mouth referrals, which we believe will assist the Company to continue to gain market traction.

Interest in our CIM solution has grown due to sales activities currently underway in the U.S.A., Canada, Australia, United Arab Emirates, Brazil, and Argentina with numerous CIM Production Trials planned or in various stages of completion, which we anticipate will result in completed sales in future periods. Various business development initiatives are also underway, with objectives to recruit additional CIM resellers and pursue new potential markets and revenue sources based on our CIM technology and platform.

Given the Company's strong balance sheet with $7.4 million of cash and equivalents at quarter end, no debt, current cash burn rate, and anticipated revenue going forward, Management believes the Company is well-funded to execute current business plans as envisioned without requirement to raise additional capital.

Go Ahead Bad Mouth That!
More...
I'll dig into them some more.

That part where you said you think the "anti-ransomware stuff" is buried. I don't think so. Keywords there are "advanced integrity and quantitative risk management solutions", ie their stuff monitors the actual physical integrity of the pipeline their software is getting inputs from and "quantitative" basically means based on nothing out of the blue, like say a meteor hitting the pipe. Or an earthquake.
Nothing to do with ransomware. Basically they are saying that by using Azure and all MSFT's cyber-security, that their system is safe from hacking. (or as safe as it can be considering its MSFT :rolleyes: )

Why don't they name that company and why don't they say how much the SaaS contract was for?
I mean we have to dig through their filings.... I wouldn't touch this unless I know whats going on. It might be a gem.... i dunno.

I will say one thing though... these big pipeline operators, like say Kinder-Morgan.... dude they can't afford to do business with a small pink-sheet company when it comes to the integrity of their pipelines.
They have pressure sensors everywhere, tied into their software; and physical inspections are a mandatory scheduled event for every inch of the pipeline. Just like the rails.

So without more info... I remain reticent.
 
Good analysis
Am I making too much of that?-I feel I could use AI and make these pipelines more aware of outside threats. The bigger point though is Biden is going to pass some laws which force these pipeline operators to invest in Cyber & safety. AnD I think these guys fit the bill. That amount of cyber security MSFT is enough to meet mandates...

That part where you said you think the "anti-ransomware stuff" is buried. I don't think so. Keywords there are "advanced integrity and quantitative risk management solutions", ie their stuff monitors the actual physical integrity of the pipeline their software is getting inputs from and "quantitative" basically means based on nothing out of the blue, like say a meteor hitting the pipe. Or an earthquake.
Nothing to do with ransomware. Basically they are saying that by using Azure and all MSFT's cyber-security, that their system is safe from hacking. (or as safe as it can be considering its MSFT :rolleyes: ) Or is it?

If I am CEO we bridge this gap... we offer an add on product specific to ransom ware.
Dig a bit more.

I own shares in a partnership run by Philips -- they would not of used these guys unless there was a goodpayback for them. So don't forget that.

- The pipeline guys save money
- qualify for safety induced grants
- comply with new laws
- better monitor their pipeline in real time- so threats can be mitigated....

THIS IS OUR NEW WOLD FOLKS.... YOU HAVE NO IDEA HOW MUCH IT IS HAPPENING....

 
stonedinvestor said:
Good analysis
Am I making too much of that?-I feel I could use AI and make these pipelines more aware of outside threats. The bigger point though is Biden is going to pass some laws which force these pipeline operators to invest in Cyber & safety. AnD I think these guys fit the bill. That amount of cyber security MSFT is enough to meet mandates...

That part where you said you think the "anti-ransomware stuff" is buried. I don't think so. Keywords there are "advanced integrity and quantitative risk management solutions", ie their stuff monitors the actual physical integrity of the pipeline their software is getting inputs from and "quantitative" basically means based on nothing out of the blue, like say a meteor hitting the pipe. Or an earthquake.
Nothing to do with ransomware. Basically they are saying that by using Azure and all MSFT's cyber-security, that their system is safe from hacking. (or as safe as it can be considering its MSFT :rolleyes: ) Or is it?

If I am CEO we bridge this gap... we offer an add on product specific to ransom ware.
Dig a bit more.

I own shares in a partnership run by Philips -- they would not of used these guys unless there was a goodpayback for them. So don't forget that.

- The pipeline guys save money
- qualify for safety induced grants
- comply with new laws
- better monitor their pipeline in real time- so threats can be mitigated....

THIS IS OUR NEW WOLD FOLKS.... YOU HAVE NO IDEA HOW MUCH IT IS HAPPENING....
More...
I'll look more.

Hey wtf is up with this dog Corsair?!
It's right back at $32 again.
I'm done with this thing.
"No IRA for YOU."

images


Edit.. look at all that volume. I don't see any news, other than some insider sales. Pre-arranged type
 
Last edited:
It has to be insider selling. I saw it down $1.90 maybe yesterday on no news.
It's not sector specific I don't think but keep an ear out for reopening being Bad for
computer gaming... I don't see it. Wait for the AMZN Prime day and the sales then.

(HEAR)-Why not put me in the IRA you have watched it enough to know....
Turtle Beach
$33.58 STEADY AS A ROCK!
+0.02 (+0.06%)
 
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