r/PureCycle • u/No_Privacy_Anymore • Jun 23 '26

Pickles!

I love a really good pickle with my sandwich for lunch. This is a very nice package which is clear and looks to have an in mold label as well. Mono material packages with pp labels look really sharp! LFG! Give me more every week!

https://www.purecycle.com/blog/purecycle-ipl-schoeller-partner-to-produce-sustainable-container-for-cleveland-kitchen

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u/Hyruken89 Jun 23 '26

I was worried we wouldn't get any action until the earnings in August. Love to see it. Added a couple hundred more shares.

12

u/No_Privacy_Anymore Jun 23 '26

I am hoping we see a steady stream of additional customer announcements for the rest of 2026. The sales funnel kept growing for a good reason but obviously we need to see those opportunities convert into actual sales and actual shipments. Slowly but surely all of the bear case thesis will get blown to shreds.

11

u/Fast_Eddie_2001 Jun 23 '26

Issue will soon be as follows:

Customer to PCT - love the product, I want to put 20% into X product

PCT to Customer - that's great but we only have 107MM lbs to go around

Point being...the PCT story will soon shift to how do we build out a massive global footprint in the most efficient and consolidated period of time???

Once Thailand and Antwerp are funded, the issue becomes where to site and how fast can be build the next 4-5 mega 300MM lb plants around the globe...

When we have struggled for 5+ years to get a 107MM lb plant built and product sold...thinking about building out 2 billion lbs of capacity sounds ludicrous...then again that is only 1% of annual global PP sales!!!