IMO
Imperial Oil Limited Common Stock - Recent news and sentiment analysis
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PCT $120k YOLO - I’ve been early before
This one will likely go over this sub’s collective head, but I’d like to briefly highlight what I believe can become one of the best industrial growth companies in the market over the next 5ish years. I’ve been consolidating into my highest convictions recently (6 stocks now account for 80% of my port) and $PCT became one of my large long term bets (was a smaller position before) after the recent selloff, after what was a positive earnings call, that mostly driven by the recent high beta selloff + shorts ability to press down the price of a lower volume traded stock. IMO this should hopefully be my best most “boring” multi bagger in my long term portfolio. For those unfamiliar, PureCycle is a company focused on commercializing their patented recycling technology that turns waste polypropylene into ultra pure recycled resin, that is essentially as good as virgin plastic. Their stock has been on a roller coaster the last few years, but they have been quietly building out and ramping up their Ironton, Ohio plant. That plant is the “proof” for the number of large customers currently doing trials and evaluating product. Customers are also currently positioning themselves for future capacity tied to the Augusta, GA and the 3 other planned international plants (more planned for the future). PCT is currently supporting trials so that by the time Asia and Europe come online, those plants are already spoken for. Making big enterprise decisions don’t happen overnight and all of PCTs large customers are going through the standard processes to trial and verify the product for themselves. I should also state that PCT has a longstanding relationship with P&G, so this is not just a small company that has been developing a rogue new technology unchecked. I believe one of the larger current overhangs is on the regulatory side. Large customers are waiting for that to officially clear before placing their POs because they’re not going to want to place orders until they are certain it’s officially designated as a “recycled” material. Progress is being made there and should hopefully see resolution in the short term. Lots of companies already have sustainability mandates but there is not enough supply to meet their demand. Thus, these companies currently have to spend that money on credits that cost up to $.80/lb. This means that PCT will not only be able to meet a supply/demand gap but also potentially provide pricing that is in-line with what these companies are spending on credits already. PCT also recently added a tremendous resource to their board, Val Mars, who is the 4th generation previous executive of the largest candy company in the world whose company culture has been leaning heavily into sustainable recycling. MARS could sell out the entire Ironton facility on their own if they so chose. Any future partnerships with MARS aside, upon joining the board, Val was quoted saying “It was great to witness sustainability in action at the Ironton Facility and to see how this innovative technology can give curbside waste a new life. As a champion of sustainability I look forward to helping guide PureCycle into the next phase of their growth”. From a personal standpoint as a long term AST holder, this reminds me of the early days when Chris Sambar (ATT executive) joined their board and was a big source of credibility/validity to the market. The Ironton plant is really the overall thesis maker right now imo. When proven out, which should hopefully not be too long, all the future plants will simply be pit stops on their way to massive scaling. Some future potential valuation thoughts: After the Augusta plant is operational, they could be doing as much as $1/lb in EBITDA. If the company is selling over 1 billion lbs then we can fairly assume a multiple of 25-30x. That would mean that with just the 4 plants expected operational by 2030 (Ironton, Augusta, Thailand, Antwerp), PCT is potentially a $25/30 billion company with a roadmap to recycling as much as 20-30 bln lbs per year. TLDR: One of the old school SPACS that’s actually a real company, but like many old SPACS it is hated and cast aside/low volume ignored. They are in the late innings of proving out the thesis and hopefully closing regulatory hurdles soon. If they execute their vision I can see this being a 10-20X from the current $1.5B MC valuation within the next 3-5ish years and if you squint hard enough I can almost see a world where it is 25-50X from here if the entire roadmap works out as planned. They’re a green, US company, so the politics should be favorable in the long run as well. I think just longing shares is best as the options chain doesn’t have much volume but I do have a small 2026 call position open as well. Best of luck out there regards 10,500 shares 40 x 3/26 calls “Think left and think right, think low and think high, oh the thinks you can think up if only you try” - Dr Seuss
\+ its not necessarily about trying to call the drop. I see a bottomed out chart on the larger time ...
\+ its not necessarily about trying to call the drop. I see a bottomed out chart on the larger time scales that matter - but short term were topping out. Small dip imo to trick the bers into buying puts, then xmas rally or whatever u vibe traders call it
Well, thats fair. But isn't more effort generally rewarding? I'm not saying to necessarily back that...
Well, thats fair. But isn't more effort generally rewarding? I'm not saying to necessarily back that ass up to the dick of TA but, it's a tool that exists and shouldn't be ignored. Always buy the dip imo, just makes sense to take the time and give yourself a hypothesis for future action eg will there be more dip?
Now isn't the time for principled trading, and it hasn't been for a while, imo.
Now isn't the time for principled trading, and it hasn't been for a while, imo.
HXGBY, releasing a robot 2026 and partnered with NVDA & MSFT. Getting overlooked completely imo. A...
HXGBY, releasing a robot 2026 and partnered with NVDA & MSFT. Getting overlooked completely imo. Apart from that RKLB, could easily x2 or x3
“Gymkhana 2025” YouTube it If you haven’t seen all of them, worth the binge IMO
“Gymkhana 2025” YouTube it If you haven’t seen all of them, worth the binge IMO
IMO options on the leveraged ETFs is not appreciably better than equivalent options on the underlyin...
IMO options on the leveraged ETFs is not appreciably better than equivalent options on the underlying, because the leveraged ETFs are themselves made up of options & futures. For instance, for the January expiry, the ATM strike for QQQ has an IV of 14.6%, but the ATM strike for TQQQ has an IV of 46%. Essentially, about a little less than four of the delta-50 contracts of TQQQ are functionally equivalent to one delta-50 contract of QQQ, and this is including the 3x multiplier, per dollar at risk. So then, instead of buying 4 contracts of TQQQ, buying one contract of QQQ (at the same delta) results in the same 3x return per dollar at risk.
It was still a smart move IMO. Its like investors think that they will make the GDP of some countr...
It was still a smart move IMO. Its like investors think that they will make the GDP of some countries P/E of 425 FWD P/E of 333 Better off buying and holding wendys
Polymarket had Paul at 12% last night which was way, WAY too high imo, I literally have no way to ra...
Polymarket had Paul at 12% last night which was way, WAY too high imo, I literally have no way to rationalize that except for the possibility that Joshua's gonna job
Unless some big fish like Clinton is exposed, it will be a nothing-burger, regardless of whether vic...
Unless some big fish like Clinton is exposed, it will be a nothing-burger, regardless of whether victim names are redacted. It'll be green going into 2026 imo
$465 imo
That was because the lander failed on IM2. Massive overreaction imo
That was because the lander failed on IM2. Massive overreaction imo
It’s in its next growth cycle imo, they may take another year before they really turn up profits but...
It’s in its next growth cycle imo, they may take another year before they really turn up profits but I’m planning on buying all through 2026.
buttcorn probably, already had it's "big" dip it will track pretty closely to changes in mango's po...
buttcorn probably, already had it's "big" dip it will track pretty closely to changes in mango's poll ratings tho, imo
Fits pretty well imo
They hiked their interest rates but apparently it’s no longer a big deal? Which I think is bullshit,...
They hiked their interest rates but apparently it’s no longer a big deal? Which I think is bullshit, they are saying that so retail don’t dump all their stocks. Anyone with Yen loans will be pulling out over the next few weeks imo. Won’t be a crash, just a slow bleed.
I have like 3/7 of the SLV mentions in the thread… good please do not buy options on this ticker. ...
I have like 3/7 of the SLV mentions in the thread… good please do not buy options on this ticker. It’s physical or bust imo.
Because it ain’t happening right now IMO like I just said…
Because it ain’t happening right now IMO like I just said…
They’re the 3rd largest bond market and one of the largest world economies that handed out free mone...
They’re the 3rd largest bond market and one of the largest world economies that handed out free money. That is about to unwind and cause a 20T sell off in the next 4-6 months probably, ain’t happening right now though IMO
Orcl dropping as much as it did and then TikTok going off in after hours is free fucking money imo ...
Orcl dropping as much as it did and then TikTok going off in after hours is free fucking money imo Bought 100 shares
A +40% increase from just 8 months ago is even more impressive imo
A +40% increase from just 8 months ago is even more impressive imo
MU is gonna do some stupid move up next week imo
MU is gonna do some stupid move up next week imo
Was overpriced before imo
Was overpriced before imo
MSFT breakout, about to pump imo
MSFT breakout, about to pump imo
AMZN should buy TGT. Makes a lot more sense than the whole foods acquisition imo.
AMZN should buy TGT. Makes a lot more sense than the whole foods acquisition imo.
Either we get a kicker candle or pile drive back down, either or imo gl everyone
Either we get a kicker candle or pile drive back down, either or imo gl everyone
And then it will be Joever for the economy, bigly good plan imo.
And then it will be Joever for the economy, bigly good plan imo.
As expected imo
Doable imo
If you were gonna standardise all accounting data globally so AI can actually make all low/mid level...
If you were gonna standardise all accounting data globally so AI can actually make all low/mid level jobs in the sector a thing of the past ..the only company capable is Oracle. SAP just not there. Workday no way. It’s calls/leaps on oracle imo
IMO Auto business justifies a $50 share FSD could be rolled out in scale, but high profit margin is...
IMO Auto business justifies a $50 share FSD could be rolled out in scale, but high profit margin is a pipe dream. Robotics? Like 50 other automation companies? 85% hype, 15% realistic expectations baked into this valuation. Position: 2,500 TSLQ shares spread among accs
We'll see. The market doesn't like uncertainty and a declaration of war is going to create lots of u...
We'll see. The market doesn't like uncertainty and a declaration of war is going to create lots of uncertainty, especially when it's on such a flimsy pretext and a psychopathic dementia-ridden retard is calling the shots. Can it be bullish in the medium-long term? Definitely. But while the dust settles, it's going to have a bearish impact on the market, imo.
ORLY looks prime for breakout imo
ORLY looks prime for breakout imo
It'll run for like 1 day on war anouncement and tank on BOJ rate hike IMO
It'll run for like 1 day on war anouncement and tank on BOJ rate hike IMO
feels like any cpi reading tomorrow that is not too soft is gonna bump up those jan rate cut odds an...
feels like any cpi reading tomorrow that is not too soft is gonna bump up those jan rate cut odds and drop DXY below 98 should be a rally imo
Picked up some March NBIS calls
Data center stocks are taking a beating and they feel grossly undervalued at the moment. Price targets for this stock are around $150-$200. NBIS’ market cap is now barely larger than their Microsoft + Meta deals - which imo signals a strong undervaluation. Strong earnings are expected in February.
Joever imo
VIX still not spiking, that's a good sign for BOL for a V that should be starting anytime, imo.
VIX still not spiking, that's a good sign for BOL for a V that should be starting anytime, imo.
Tesla stock price is too high imo
Tesla stock price is too high imo
qqq the most expensive way to buy tech imo
qqq the most expensive way to buy tech imo
Yes their guidance is rough for next year. Good opportunity to buy during the rebuild IMO. Medical...
Yes their guidance is rough for next year. Good opportunity to buy during the rebuild IMO. Medical stocks are always speculative investing about if they’ll hit the lottery with their pipeline. Alas. I will maintain course and keep building my position and restate my thesis: The boomers body’s are falling apart and they’re going to burn immense amounts of cash chasing medical.. there will be winners, I believe Pfizer will be one of those winners
IMO until TSLA stops melting up, theres way too much capital in TSLA for this to be close to a bear ...
IMO until TSLA stops melting up, theres way too much capital in TSLA for this to be close to a bear market. Unless you think this will lose a trillion market cap in days or hours
Of course this is just my opinion, but MU also tanked along with AVGO after AVGO's earnings, the fea...
Of course this is just my opinion, but MU also tanked along with AVGO after AVGO's earnings, the fears around AVGO was also priced into MU as well imo. But I think MU will have a better earnings beat and better guidance compared to AVGO today, so it will at least retrace its losses from the AVGO earnings release
Don't sacrifice your quality of life for the end-goal of a wealthy retirement. Putting in 15% yearl...
Don't sacrifice your quality of life for the end-goal of a wealthy retirement. Putting in 15% yearly into retirement is solid and you've pre-paid the next few years. IMO take a break from your retirement funds and enjoy life while you're in your prime. Ramp up the contributions after you buy your home because once you have kids, they will suck both your soul and finances. Disclaimer: my kids are pretty cool though
MSFT about to breakout imo, up or down is the question. Also UBER is giving me depression
MSFT about to breakout imo, up or down is the question. Also UBER is giving me depression
imo just go long dte calls on Mag7/tech (or do shares), oversold and won't stay at this price much l...
imo just go long dte calls on Mag7/tech (or do shares), oversold and won't stay at this price much longer
Looking at eps imo it could easily lose another 15 to 20 percent in the next 3 months
Looking at eps imo it could easily lose another 15 to 20 percent in the next 3 months
SPY fair value about 350 imo
SPY fair value about 350 imo
Looks like the sell off is over ...at this point earnings and the data are just not that bad enough ...
Looks like the sell off is over ...at this point earnings and the data are just not that bad enough to warrant any lower prices imo
maybe if they cook CPI numbers, otherwise looking pretty unlikely imo
maybe if they cook CPI numbers, otherwise looking pretty unlikely imo