Savvy Trades and Investments

[jwbstock]

INV also has funded PCT

PureCycle Technologies (PCT) is my largest individual stock holding (3% of my portfolio). It has a promising technology to recycle common polypropylene plastic. PCT has moved beyond the lab stage, and is now scaling up their recycling process. They are producing enough recycled plastic to encourage traditional manufacturers to sample their outputs for future specification as a feedstock. If they can continue to scale (and that is not 100% guaranteed), then not only will they have the first large scale commercial plastic recycling process, they could be a cost leader, providing recycled polypropylene at a competitive cost to traditional petrochemical-based production. If they can reach this scale and this cost target, then the stock should be a multi-bagger. Of course this rosy future is not guaranteed.