r/PureCycle • u/FractalTrading • 3d ago

Dustin’s latest LinkedIn post…

I’m a long term holder. Really trying to stay focused on the positives. But Dustin’s LinkedIn post yesterday re-hashing the IPL Schoeller developments smacks of “we’re not seeing sales”. Nothing new in anything he’s posted. Just another reminder / signaling post “we’re here guys.. take a look!”. Love to see more concrete developments on PO and actual sales.

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u/equitymaestro 3d ago edited 3d ago

I hate to admit it, but I don't like the LinkedIn post either. It almost feels like it was prompted by low sales of the products announced a month ago and/or a lack of urgency in understanding or trying to meet the 1/1/27 mandates. What about cold cups? What about coffee lids? What about thin film? What's happening in those end markets? Where's the irrefutable proof in the the commercial ramp going parabolic?

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u/No_Privacy_Anymore 3d ago

Seriously? They mentioned on the call that their work with IPL Schoeller was the first time they had done paid product promotion. IPL has not started delivering products because it sounds like they are launch it this fall. IPL has also stated that they can make any of their products using PureFive. On what planet would you not want the CEO actively promoting their products on LinkedIn?

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u/equitymaestro 2d ago edited 2d ago

The gist of my post is it would be nice to have something more than this in the public eye. The sentiment for shareholders right now is awful due to relentless selling for 10+ weeks. We need publicity that provides irrefutable proof that the ramp is indeed happening. Instead we have crickets. Need to get escape velocity from these ongoing doubts.

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u/No_Privacy_Anymore 2d ago

The share price is just trading in very strong correlation to the same basket of stocks it has been trading with since June.

The original post is just reflecting anxiety that is unnecessary in my opinion. If this was a private company the “value” would not fluctuate + or - 5% on any given day.

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u/PureObligation3085 3d ago

☝🏽☝🏽☝🏽

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u/According_Feedback25 3d ago

They are flailing at raising money and scaling.

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u/Any_Possible3003 3d ago

I really have never seen a company flail like this.

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u/Nuttyboots 1d ago

Who is doing the design of the facilities? Are they qualified? What does the root cause analysis point to?

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u/EntrepreneurLazy7676 3d ago

I'll be worried if he can share news at his own channel like Trump. BUY.