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David Mackey's avatar

Yes I was looking at where they we’re with their cycle. I couldn’t find anything in my brief look about margin for the facility projections, just tonnage etc. For me with Aduro one of the key components is margin, if they can deliver as per their corporate slides the healthy margins they say and their feasibility stacks up it will be very exciting.

Also having a look at PureCycle around 10% plus is owned by passive ETF’s, eventually with Aduro it may be the case they may attract some of these funds.

But loving your email series by the way, its my morning coffee read.

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David Mackey's avatar

Fascinated to see PureCycle today, thanks for this link. Had a look through their website and took a closer look. The market certainly liked their finance raise today. Will be very interesting with Aduro over this next period.

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