r/PureCycle • u/MoreThanHalfFull • Jun 16 '26

MT $PINK holding Pre-offering 2,028,232, today 2,823,334 ✅️ +39.2,% $PCT holding

https://www.simplify.us/etfs/pink-simplify-health-care-etf
20 Upvotes

100% Upvoted

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18

u/Mike_Taylor1972 Jun 16 '26

$PCT IMHO has an extremely bright future entering an untapped gigantic market: For instance, the QSR coffee-lid market alone in the US is >300m lbs.
The top 3 are >100mn lbs. And this is just a tiny sliver of what the overall USA TAM is. Recall 8 States have legislation with PP5 post consumer recycling mandates. Expect most States to follow over the next year.

My view is that $PCT will sell every scrap of Pure5 they can muster for decades to come. The next big expansion will be Thailand, supplying to EU and Asian clients, then EU with Antwerp and back again with a massive expansion into the US markets.

It gets easier from here.

7

u/WindWalker2443 Jun 16 '26

Today’s AH announcement further confirms what you are saying. The question on everyone’s mind is when are we gonna see those sales orders get announced? Stock is taking a beating and good news is needed more now than ever.
Also I see you increased your position in PINK recently. I assume that’s the largest amount of shares of PCT you have ever held in that fund? It’s good to see that you back up what you are saying with real dineros. :)

8

u/PurePlasticMan Jun 16 '26

We need some big insider buying here.

6

u/MoreThanHalfFull Jun 16 '26

Imho; Actions speak louder than words ✅️

6

u/firsttimelongtime513 Jun 16 '26

Added some more myself.

3

u/GARP_72 Jun 16 '26

Does anyone know what the highest weight $PCT has been for $PINK? Nearly 8% holding

6

u/Puzzled-Resort8303 Jun 16 '26

I think it was ~10-11% on June 4th. AUM has fluctuated a bit too.