Dan Gibson @_dpgibson Twitter profile

Last Seen Profiles

@Your_Padi

@coco_riga

@cd4teach

@RealmRider99

@kylelikecumshot

@robertomonroy1

@airdrian

@luiss25_

@CoolBotLover

@malixemusic

@vinsburger

@chu_mont

@TristanUda

@nhn_LaVieenRose

@Pup_Dizzie

@NURIA_FERGO

@holcomb14502

@tinyman08

@BorealAcrobat

@fricker_sh75632

@zandazakuza

@misticadodragao

@officenemo20000

@pokekacenter

@Chihiro1789

@hourlydongos

@Kapyaf12354

@star_l1ne

@boni_gg

@alanboswell

@MlCI6RuZ96gMnbK

@rg1848

@zngkkzr

@bonno_nekochan

@Tynithia_BG3

@ochacha_00

Dan Gibson

@_dpgibson

2 years

Have to confess, I spent time going through Arkk models instead of real work today. Absolutely hilarious if you need a break. $zm model my favourite, 63% ahead of co’s topline guide for FY23. Only need to beat guide by 122% in 2h to get there. Where are these inflows from?

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Dan Gibson

@_dpgibson

10 months

No one expected $pct to be easy, we have cash and time to achieve our goals. Lot of good things happened in the outage, will get through these hiccups and keep pushing forward. Tech isn’t where we are struggling, teething through mechanical issues which will be sorted.

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Dan Gibson

@_dpgibson

18 days

Lot of work to get to this 1mm pound milestone $pct. Excited for the future.

PureCycle Processes One Million Pounds in a Week at Ironton Facility

IRONTON, OH / ACCESSWIRE / September 16, 2024 / PureCycle Technologies, Inc. (Nasdaq:PCT), today, announced that the Company's flagship facility…...

ir.purecycle.com

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Dan Gibson

@_dpgibson

7 months

Exciting day for $pct team. Nice for others to be able to see the process and how well it works.

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Dan Gibson

@_dpgibson

18 days

@Mike_Taylor1972 Figuring out the timing of early stage tech is the hardest part. Now the fun part begins. $pct

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Dan Gibson

@_dpgibson

1 year

Very proud day. $pct

PureCycleTech

@PureCycleTech

1 year

We are proud to announce that our Ironton facility has successfully transformed post-industrial recycled material into PureCycle’s ultra-pure recycled resin. More:

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Dan Gibson

@_dpgibson

2 months

@Rody80000 @Mike_Taylor1972 Think we are making solid progress, new 8k feed rate is a big deal and the q3 targets also shows commercial production at scale. No more commissioning to do, hard long slog is going to be behind us and that will be a big deal.

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Dan Gibson

@_dpgibson

1 year

Cool little video out from $pct. Seeing all that trash just highlights how important the mission is here. Super excited to start attacking the plastics problem.

PureCycleTech

@PureCycleTech

1 year

In the premiere of "Inside PureCycle," CEO Dustin Olson showcases our feedstock warehouse, operational PreP lines and more. Stay tuned, because every Friday we'll be sharing videos from our Ironton facility on the new "Inside PureCycle" series. 🎦

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Dan Gibson

@_dpgibson

1 year

Chatgpt numbers look awful, good thing the tech market isn’t being held up by AI hope.

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Dan Gibson

@_dpgibson

2 years

Proud of sylebra team navigating a tricky ‘22 and landing solidly in the black. Setup into ‘23 looks favourable. Lot of catalysts this year which hopefully drives more idiosyncratic returns.

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Dan Gibson

@_dpgibson

2 years

@agnostoxxx Man, I bet she is levered on tilt with puts at the moment 😂

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Dan Gibson

@_dpgibson

2 years

Really struggling to understand how markets are not under more pressure here. Consumer data deteriorating, banking crisis building while commercial real estate is sinking. Talk to companies, trends are not good and stocks are expensive.

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Dan Gibson

@_dpgibson

2 years

Pretty excited to welcome Dan Coombs to $pct board. Strong operator and a near perfect fit having run Lyondell’s manufacturing biz. Amazing that he actually has a background in super critical fluids and new plant scaling. Home stretch to Ironton coming. 👍💪

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Dan Gibson

@_dpgibson

18 days

@Seawolfcap Momentum is building operationally

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Dan Gibson

@_dpgibson

16 days

@turtlespeed2020 The language was overly complex and confusing in the original documentation, the pref is just redeemed in cash now. Pretty simple. To be clear though, the original language was written with the intention of it being a cash security and not stock. So no net change on our end.

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Dan Gibson

@_dpgibson

1 year

This market makes less and less sense every day. Stock digesting news seems completely broken. Running neutral a waste of time. #ponzi

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Dan Gibson

@_dpgibson

11 months

@Kruker8 The report alleges fraud, obviously very serious charge. I was in ironton for the pellets in June, those pellets made their way through the entire recycling process. Saw it with my own eyes. Those allegations are baseless.

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Dan Gibson

@_dpgibson

1 year

Pretty much sums up all you need to know about shorting stocks in ‘23

Out of Context Human Race

@NoContextHumans

1 year

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Dan Gibson

@_dpgibson

3 years

@JM2020v @Mike_Taylor1972 Sylebra hasn’t sold any stock. Short report had no impact on our views, nothing in there we were not aware of or are worried about.

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Dan Gibson

@_dpgibson

2 years

Anyone kidding themselves that NFTs are the future, it is time to revisit that thesis. Decentralands weekend sale is absolute comedy. sold 55k virtual plots. ~1 month worth of new us homes sold. gas fees nearly equal to land price. This is the future? 😂

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Dan Gibson

@_dpgibson

11 months

@Alex__Pitti @Mike_Taylor1972 Anything relevant or specific you want to add to the conversation? Other than just shouting loud noises.

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Dan Gibson

@_dpgibson

1 year

So much opportunity on the short side today, not sure how there is this much stupid happening with massive risk factors everywhere.

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Dan Gibson

@_dpgibson

2 years

@agnostoxxx I still can’t wrap my head around the divergence between individual equities and indices. Still seems like a lot of downside if look at index level but then at company level some real carnage.

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Dan Gibson

@_dpgibson

2 years

$pct concluding this SEC investigation a positive here. Should help some with our debt pricing.

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Dan Gibson

@_dpgibson

2 years

Filing error yesterday, didn’t sell any $PCT, still holding strong 💪

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Dan Gibson

@_dpgibson

2 years

Feels like a dangerous setup in equities at the moment. while Nasdaq down ~15% on the year, just seems like more downside skew overall. Multiples have compressed but earnings revisions likely to be the next shoe to drop. Only thing certain is that vol will be high.

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Dan Gibson

@_dpgibson

2 years

@Mike_Taylor1972 @BomsteinRick Can someone pls explain to me how this is not market manipulation? Huge option buy to then sell large block of stock for an insider. If that isn’t manipulation, what is? Just so that the rest of us know what the rules are.

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Dan Gibson

@_dpgibson

2 years

@polaris97 @jkaynyc We are excited about these management changes, this is a natural transition from founders to operational executives. Dustin and Coombs are the guys to bring ironton online and scale this business. All very positive.

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Dan Gibson

@_dpgibson

7 months

@Daves10Ks Ironton showcase day. Had ~120 investors on site for a plant tour. Should be able to find webcast of the event online.

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Dan Gibson

@_dpgibson

3 years

@imspencerhawke @Mike_Taylor1972 @JM2020v Our ownership % of the overall company is already 15%, we don’t want to create issues with liquidity

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Dan Gibson

@_dpgibson

2 years

Nice to see a $3bn deal hit the tape for $frey this morning. Potential this nidec deal takes up 50% of giga arctic capacity. Not a company many people are paying attention to.

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Dan Gibson

@_dpgibson

2 years

Almost sad to think how broken these markets are. $bbby traded $8.8bn today. slightly behind what Volkswagen in ‘08 squeeze when it was briefly the worlds largest company. Insiders buying large out of the money options? Stinks of manipulation. Not involved but concerning.

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Dan Gibson

@_dpgibson

7 months

@Sell_Calls @Mike_Taylor1972 If regulations come that make using recycled content more favourable, economics will increase even further.

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Dan Gibson

@_dpgibson

9 days

@Rody80000 @Mike_Taylor1972 Looks promising

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Dan Gibson

@_dpgibson

2 years

@Tyler_Okland_MD @DatadoorIO Hard to wrap your head around that operational performance and a stock this devastated. Will be tougher in 2h but future is bright here!

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Dan Gibson

@_dpgibson

7 months

PPI coming in hot, consumer coming in weak. Not great for the macro setup.

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Dan Gibson

@_dpgibson

2 years

Man this vol is wild. Just make sure you take that into account when sizing things.

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Dan Gibson

@_dpgibson

2 years

Ugly week in markets last week but starting to see some stock divergence. Solid prints out of $pags and $estc. Short book doing what it should. So much macro noise but stock level moves making a bit more sense. Not bullish on the market but like this book a lot.

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Dan Gibson

@_dpgibson

8 months

@turtlespeed2020 @PureCycleTech Thanks for the feedback, we will work on addressing these where possible

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Dan Gibson

@_dpgibson

3 months

@Rody80000 @PureCycleTech @Mike_Taylor1972 The focus post outage was really runtime and reliability, this shows a plant operating at ~50% uptime. To me that is an encouraging number and shows a tremendous amount of progress. Think confidence in cp2 being resolved soon also very encouraging removing another bottleneck.

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Dan Gibson

@_dpgibson

2 years

Wow what a day. Carnage like this is probably healthy, means we can find a bottom sooner. Once we get a reset in expectations we can start building from there.

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Dan Gibson

@_dpgibson

4 months

@Rody80000 @Andrei_Lebesgue @biotechfan20 @no_privacy @Mike_Taylor1972 @turtlespeed2020 @Archie_155 I think coming out of the outage we are clearly running much better. I am feeling good about the changes made. Now just need to show ongoing progress with uptime. $pct

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Dan Gibson

@_dpgibson

2 years

One company I think people are sleeping on is $open. Hated the idea when I heard an initial pitch but after digging in, this has the ability to be a 10x+. Massive TAM, strong adoption trends, improving unit economics and great category expansion. Q1 will beat massively.

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Dan Gibson

@_dpgibson

3 years

@CNBC Sounds like good news for tech stocks 💥🎉

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Dan Gibson

@_dpgibson

11 months

Awfully big moves for a messy CPI number that I struggle to have any confidence in.

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Dan Gibson

@_dpgibson

3 years

Pretty excited about the new $PCT board additions. A ton of strong operational experience being added to help continue pushing this company forward.

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Dan Gibson

@_dpgibson

2 years

@LancasJosh @rabois @PythiaR @BearForce_Won @John_Hempton @HighyieldHarry Keith doesn’t need my help, his resume and accomplishments speak for themselves. Proven founder, operator and investor. No one attacking him has any real world credibility. Kinda the problem with Twitter, everyone thinks theyre hot shit on here.

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Dan Gibson

@_dpgibson

16 days

@Seawolfcap @turtlespeed2020 That’s punchy

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Dan Gibson

@_dpgibson

4 months

@Rody80000 @Andrei_Lebesgue @biotechfan20 @no_privacy @Mike_Taylor1972 @turtlespeed2020 @Archie_155 It’s a very early stage company in a market that is loathe for risk at the moment. Just need to deliver ironton and the stock will take care of itself.

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Dan Gibson

@_dpgibson

2 years

@saylor Curious how miners helped the grid. Don’t they simply just consume power?

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Dan Gibson

@_dpgibson

2 years

This market is making me dizzy, down 2%, up 2%, around and around we go. Just can’t find any direction. Normally a choppy tape leads to healthy alpha from stock picking but dispersions continue to be low. Expecting some fireworks in q1 earnings season though. Buckle up.

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Dan Gibson

@_dpgibson

3 years

@imspencerhawke @Mike_Taylor1972 @JM2020v Thought q2 highlighted strong execution and a roadmap for bringing on capacity on time, on budget and with reduced risk. I’d buy more if i could

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Dan Gibson

@_dpgibson

2 years

Given how much focus there is on reducing our environmental footprint, this really bothers me. Little to no value added to society for all of this power consumption.

Texas Crypto-Mining Rush May Need as Much Power as Entire State of New York

www.bloomberg.com

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Dan Gibson

@_dpgibson

7 months

@no_privacy Will be interesting to see where short interest is after the ironton day

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Dan Gibson

@_dpgibson

2 years

@Tyler_Okland_MD Sorry but if phoenix is such a disaster and bottom is already in for margins there? Why is this such an issue? Phoenix is one market, atlanta here is doing fine. This actually reads bullish to me cause it shows how quickly the model responds and recovers. $open

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Dan Gibson

@_dpgibson

2 years

If you aren’t in an absolute rage by your short book you are probably shorting the wrong stuff. Hopefully we are closer to the end of this nonsense.

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Dan Gibson

@_dpgibson

5 months

Can someone pls explain to me why semi earnings don’t matter? At some point do they ever matter? We just anchor back to pandemic tightness as basis for everything?!

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Dan Gibson

@_dpgibson

2 years

Chinese magacap stocks trading like reverse merger frauds from 2011. This market is wild.

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Dan Gibson

@_dpgibson

2 years

@Mike_Taylor1972 Insane how squeezy first few weeks have been. Apparently only issue for all the low quality companies was inflation.

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Dan Gibson

@_dpgibson

7 months

Fed has just completely lost the plot. 🤡

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Dan Gibson

@_dpgibson

2 years

@Goyal_Vivek Wonder where you can find an early stage s-curve story with massive TAM and lots of adjacencies? Market ripe for disruption??!🧐 $open

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Dan Gibson

@_dpgibson

16 days

@MidwestHedgie You did not read it properly, but that’s ok. Cash should be simple enough for you to understand in every scenario now.

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Dan Gibson

@_dpgibson

19 days

@private_dataguy @business @davidfickling @opinion No compromise solution!

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Dan Gibson

@_dpgibson

2 years

@GerberKawasaki Can’t tell if this is a joke, how does the govt. using fiscal stimulus for EVs bring inflation down?🧐

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Dan Gibson

@_dpgibson

2 years

@GNWZ02 @_indifferentia_ @Mike_Taylor1972 As we have spent more time in the market my original concerns on feedstock continue to disappear. There is plenty of it and we will have a robust and structured system to collect and process at scale. Won’t be a bottleneck for the business growth. $pct

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Dan Gibson

@_dpgibson

2 years

@dragonagerogue @JoeMZiegler @Mike_Taylor1972 They spent a lot of time on site vetting the tech and process. They have real capital behind it, as do a lot of other sophisticated, institutional investors. Momentum is strong. $pct

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Dan Gibson

@_dpgibson

7 months

Inflation is hot, yet market doesn’t care. Confused…

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Dan Gibson

@_dpgibson

2 years

@riskbreaker13 Gonna be very proud when we are taking billions of pounds of plastic annually out of the world and recycling it. Headed there, lot of wood to chop to deliver but gonna get there. $pct

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Dan Gibson

@_dpgibson

2 years

No one has any idea what is priced into stocks in this market. All that seems clear is that vol will continue to run hot.

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Dan Gibson

@_dpgibson

2 years

Looking at the mess in Europe and now California really makes me nervous about energy policy decisions and their impact. While different underlying problems, both got their the same way.

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Dan Gibson

@_dpgibson

11 months

@turtlespeed2020 @Mike_Taylor1972 Pet is heavily recycled already, lot less need for incremental supply. PP is very limited in recycled material and what is, is generally low quality. 👍

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Dan Gibson

@_dpgibson

10 months

@netfuturevalue seems oversold, pricing in like 90% chance of failure but not gonna find any buyers in this tape

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Dan Gibson

@_dpgibson

2 years

Only thing that seems apparent in this market sell off is that there are no real buyers for TMT. Short covering mostly but no real risk being added on long side. Great prints met with varying degrees of negative reactions largely.

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Dan Gibson

@_dpgibson

2 years

@John_Hempton @JimBobCooterWVU @MacroGrowth @dsquareddigest @corranito1 @steventlive @rabois @TidefallCapital @ThomaTrevor @PythiaR @LancasJosh @BearForce_Won @HighyieldHarry @thomasrice_au @Tyler_Okland_MD You literally didn’t even know what $pct did. You thought they were a bio material player. Shows how quality your research process is. Why no one wants to engage with you, you’re just a troll.

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Dan Gibson

@_dpgibson

3 years

@epstein_nathan Sylebra is very excited, month of deep diligence underwriting pipe and our work came back very bullish. Everything we are seeing is as good or better than originally expected. Tech is doing well and we are seeing strong market adoption of the pricing/product. $pct

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Dan Gibson

@_dpgibson

7 months

@no_privacy @realcorycortez Many alternative sources of cash outside the line of credit. Would agree that is an expensive option but there are other cheaper options available. Can resell the bonds we just bought back. That should raise meaningful amounts of cash.

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Dan Gibson

@_dpgibson

2 years

@LancasJosh @blainehodder @GrandTokamak @JimBobCooterWVU @TristonRamos_ @winsteadscap @ShitFund Obviously I am bullish I own 30mm+ shares here. I enjoy hearing bear points cause I am constantly looking for what we might be missing. I just don’t hear anything that worries me from bears. All of these points have already been vetted. $open

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Dan Gibson

@_dpgibson

5 months

@FordWealth @Mike_Taylor1972 Basically some guys just reading a report they were given. Painful to watch though…

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Dan Gibson

@_dpgibson

2 years

Great start to earnings season as $nflx and $cvna dumpster fires set the tone in an already ugly tape. 🔥🔥

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Dan Gibson

@_dpgibson

2 years

Guess everyone isn’t an inflation expert. Amazing how wild this market is swinging daily.

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Dan Gibson

@_dpgibson

2 years

Glad somebody with some clout is calling bullshit on this.

Jeff Bezos

@JeffBezos

2 years

Ouch. Inflation is far too important a problem for the White House to keep making statements like this. It’s either straight ahead misdirection or a deep misunderstanding of basic market dynamics.

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Dan Gibson

@_dpgibson

3 months

@Rody80000 @Mike_Taylor1972 Clear that a lot of people are still betting this tech won’t work. Pretty simple, we just need to deliver on production and the stock will take care of itself.

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Dan Gibson

@_dpgibson

2 years

@Mike_Taylor1972 @CharlieBritish5 @LordOTBachelor @BomsteinRick Mike got any good books I can read? Oh or I can follow some influencers on Twitter? Maybe that will teach me how to generate this alpha on the short side.

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Dan Gibson

@_dpgibson

3 years

@sindreflogstad @Mike_Taylor1972 @deccalanecap Spac meltdown has been total carnage. Nothing seems to hold up in this environment. We haven’t sold anything, just waiting for ironton to come online and prove the tech

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Dan Gibson

@_dpgibson

2 years

@Mike_Taylor1972 Very exciting year

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Dan Gibson

@_dpgibson

2 years

@DatadoorIO Tracking data looks good!

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Dan Gibson

@_dpgibson

2 years

Worth a read. shocking how misunderstood GPU usage in AI is at the moment in the market.

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Dan Gibson

@_dpgibson

3 years

@Prendy2211 @imspencerhawke @Mike_Taylor1972 @JM2020v $PCT margins are expected to be very high, our view is that the case management provided, high 50s EBITDA is certainly very achievable but we see a lot of scenarios where margins are better. PP pricing is up a lot since and green premium at these volume levels is conservative

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Dan Gibson

@_dpgibson

2 years

Not sure why but certainly can relate.

BRV

@willrayvalentin

2 years

Why is making money shorting stocks so much more satisfying than making money buying them?

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Dan Gibson

@_dpgibson

1 year

@GNWZ02 @private_dataguy @ComebackCap Noted, will advise they talk about capacity plans maybe on q2 call.

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Dan Gibson

@_dpgibson

2 years

@Helvedboi @anothercohen I own 4% of $open, our models are properly calibrated for unit economics of biz. 20% is annual, they hold homes for ~3 months. They dynamically price homes with expected change in prices included in offers, so they’re insulated from changes naturally. Limited inventory risk.

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Dan Gibson

@_dpgibson

2 years

@rabois @HighyieldHarry SMID cap tech from beginning of november '21 looks like death almost across the board. The spac index is down 63% on the year. $OPEN has slightly underperformed that. No duration in this market. people just trading open based on rates. Annoying but is what it is.

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Dan Gibson

@_dpgibson

10 months

@ESGhound @Andywuinv Ramping from prototype to production, what the connection is. Dont see the connection to Apple.

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Dan Gibson

@_dpgibson

1 year

@private_dataguy @ComebackCap Not going to sell the company with this kinda opportunity in front of us.

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Dan Gibson

@_dpgibson

2 years

@Mike_Taylor1972 @Sell_Calls Not negative news but wasn’t even something we were paying attention to. Class action shareholder lawsuits are everywhere, rarely do they matter.

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Dan Gibson

@_dpgibson

7 months

@StevenShadduck @_triangulate_ @no_privacy That was a convert which has arb holders shorting stock on the deal. Selling straight debt will not require hedging as arbs are not involved.

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Dan Gibson

@_dpgibson

10 months

@netfuturevalue All the focus is on ironton

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Dan Gibson

@_dpgibson

2 years

@Mike_Taylor1972 Haha another day another apple dodge on bad news. If I owned a stock that had demand weakness, down 1% would not be the reaction.

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Dan Gibson

@_dpgibson

11 months

@SteveStevensRad @FordWealth @GNWZ02 @fade_bears @holdyourwinners @WernerVonBurner @Mike_Taylor1972 @no_privacy Screen changers work very quickly and automate that step, speed of screen change will be plenty to keep beads from clogging it. Instead of running a few hours or less we should be able to run without an interruption.

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Dan Gibson

@_dpgibson

11 months

@no_privacy Doesn’t smell like anything, which is actually better than virgin

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