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Update: $13MM gross for the CCMC and Springfield WholeCos. $MPW MPT, with its crack underwriting process (Aldag/Hamner walking down to the acquisitions department and saying "we are paying x for these, make up some numbers to make them work..." so that they can hit comp…
$MPW Cash going out the door faster than Hamner can hit the ATM
Looks like ~$13MM bid from UConn for the Waterbury WHOLECO! $MPW MPT paid ~$230MM for just the Waterbury real estate in 2019. PMH paid ~$64MM for the real estate in 2016. Most of funds clearly earmarked for post-close renovation. NOT value to PMH/MPT! Just another case of…
Hey @SCJohnson - if you need a place to recycle PP and find recycled PP, I know a couple guys and gals who can help - $PCT
The City of Philadelphia has filed a lawsuit against SC Johnson & Son, manufacturer of Ziploc bags, and Bimbo Bakeries, alleging that both companies deceived consumers about the recyclability of their plastic products and packaging. phila.gov/2025-09-24-phi…
Thursday 📢Goolsbee •GDP Q2 3.3% 🌽Export Sales •Retail/Wholesale Inv. 0.2%/0.1% •Durable Goods -0.3% •UI Claims 234K/1.933M 📢Williams 📢Schimd 📢Bowman 🏡Existing Sale -1.4% •EIA #natgas +74Bcf •KC Fed Mfg 2 •4W Bill $100B •8W Bill $85B 📢Barr 🚨7Y Note $44B 📢Logan
Well would you look at that - FDA grade 100% Pure5 product made from 100% PCR. The $PCT ramp growing quickly. ir.purecycle.com/news-events/pr…
Some tech issues for $PCT discussion - will be hosted here
$PCT bull/bear discussing recent events, 8/10 at 11am ET
Prooooobably gonna want that one back... Also forgot to mention $IIPR chair used to be at IQHQ. I don't like using the F world, but boy are we close - entire Q&A was a train wreck (but a funny listen!)
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