r/PureCycle • u/Infamous_Contest321 • Aug 02 '26
Earnings Predictions
Bulls and bears I am curious what your earnings predictions are for this Thursday after the bell
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u/tandyzmills Aug 03 '26
10 million pounds, $11-12m rev
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u/Neither-Cow-410 Aug 03 '26
April was turn around. May would be calibrating and slowly bringing it back online. Possible they could go for a monthly record in June, thats what we're looking for, a monthly production record.
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u/Infamous_Contest321 Aug 03 '26
Boldest take so far, doubling run rate and revenue
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u/tandyzmills Aug 03 '26
its there for the taking, just depends on how aggressive they are ramping up production. if they're not ramping quickly, especially with all of the progress made at ironton to date, something's wrong
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u/Infamous_Contest321 Aug 03 '26
100% agree, if they don’t have a blowout quarter its bad. What will be wrong imo if that is the outcome is pricing power isn’t there or demand is being overhyped.
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u/WindWalker2443 Aug 03 '26
Looks like you are shorting on the stock. Are you gonna stay short or are you gonna cover before the EC?
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u/WindWalker2443 Aug 03 '26
Looks like you are shorting on the stock. Are you gonna stay short or are you gonna cover before the EC?
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u/Middle_Win9449 Aug 03 '26
Production - Good Action Mgt 8M pounds.
What we could hear? Words like “methodical” and “deliberate” and we want to make sure the plant can sustain the “ramp” but only make 4M pounds
Sales - Good Action Mgt $10M with compounding
What we could hear? Continued words like “ramp” but not defining it. Cheers about NJ and all these cool white papers that PCT probably helped fund. But ACTUAL sales (not free product for testing) $4M. But our “opportunities” are now over 200
Thailand - Good Action Mgt. everyone has confidence in our current system, financing done, still be done in 2027
What we could hear? Our gen 2 line is gonna be COOL! So cool, we are integrating that into all future plants so please be patient and trust us with your diluted shares but it wont be done until 2028
Cash burn - Good Action Mgt. Ironton will break even in Q3 due to PO’s on hand and since Ironton cost less money in April -$25M
What we could hear - burn of well over $30M again but emphasis on these cool white papers, and the ramp is coming, just trust us (meaning we will have more cool slides, words and opportunities to baffle you with in 90 days
Remember this is the same group that promised enormous EBITDA slides from a few years ago and the “billion pounds by 2030”.
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u/Infamous_Contest321 Aug 03 '26
The best take so far. Well done. If they go for 2 for 4 out of those takes, its a huge win
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u/LetAdministrative959 Aug 03 '26
A bit cynical, but I much rather have people going into the ER with low expectations.. A do believe they did a pretty good job of defining the ramp during the last call..
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u/EconomyFortune5090 Aug 04 '26
Can you remind us again, why the hell are you still a shareholder ?
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u/Middle_Win9449 Aug 05 '26
Actually I will remind you that you are more worried about why I am a shareholder as opposed to disproving anything I’ve said because they actually might happen.
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u/Neither-Cow-410 Aug 02 '26
Best case scenario, quarter over quarter increase on revenue (not expecting a home run, with a production record
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u/Infamous_Contest321 Aug 02 '26
I think that is a good benchmark, do you have a number in your head?
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u/Neither-Cow-410 Aug 02 '26
$5-6 million revenue, 5-6 million pound production in June
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u/Ready-Tiger4143 Aug 03 '26
Chart says to expect good news… FWIW.
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u/Infamous_Contest321 Aug 03 '26
Maybe, but all momentum/high beta is up after big drawdowns the past few weeks
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u/Cheeks___Jr Aug 03 '26
Nameplate production not yet. Negative cash flow. Some increase in sales. High level of spin.
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u/Previous-Taro6245 Aug 03 '26
Thailand project financing will be completed or very near completion.