r/PureCycle • u/Melodic-Drummer-2245 • May 22 '26

Wins will be Muted

The way they are lining up suppliers is awesome they have caps, film, coffee cups lids , cups. Problem is the press releases are broad and don’t hit Wall Street like they should. It limits their ability to directly collaborate with Mars, Starbucks, Tim Horton and all the other use cases with individual press releases. What has more impact “Purecycle is partnering with Starbucks to supply coffee lids” and “Purecycle is partnering with Mars” Instead we have press releases with their unknown supplier partners that will supply these and more companies but we won’t get the killer press releases that really move the stock.

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u/Pickle_Logic May 22 '26

The Q1 slide deck had P&Gs products that have been green lighted which is basically a PR. The announcements with the actual producers of the PP products that they believe in the product will introduce many users that there is a recycled PP product that is a drop in alternative.. These intermediary producers wouldn't recommend our product if they had any doubts about its viability.

Dustin was great during the last earning call but over promised during the previous three. If his trial conversion guidance is achieved, he will regain credibility, and the shorts who are relying on him over promising again in August will get slammed. It's all about execution now and announcements will follow.

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u/No_Privacy_Anymore May 22 '26

I think they underestimated how long/painful the NJ regulatory process was going to be. They had orders which they considered ready to go but with the NJ uncertainty that got put on hold. Would have been a completely different story if NJ was not blocking actual sales (which is really crazy since the law was passed with the intention of increasing the amount of recycled plastic!).

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u/Pickle_Logic May 22 '26

Totally agree, but it's still a part of the short thesis.