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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. Molson Hart‏ @Molson_Hart 6 Sep 2017
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      Replying to @BarbarianCap

      It's like a 3 to 4% price increase so farpic.twitter.com/pnB4ZZsNp3

      1 reply 0 retweets 1 like
    2. 405lb AUM‏ @DeadLiftCapital 6 Sep 2017
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      Replying to @Molson_Hart @BarbarianCap

      It's more. The 3cpp in Aug wasn't sure to stick, so it's basically 7cpp. And the base price is like 60c, so this is actually closer to >10%.

      1 reply 0 retweets 1 like
    3. Molson Hart‏ @Molson_Hart 6 Sep 2017
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      Replying to @DeadLiftCapital @BarbarianCap

      You're right. I made a mistake. I misread it. it depends on what and when you're buying, but AFAIK polypropylene and hdpe are ~$0.90/lb

      1 reply 0 retweets 0 likes
    4. 405lb AUM‏ @DeadLiftCapital 6 Sep 2017
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      Replying to @Molson_Hart @BarbarianCap

      Wholesale HDPE is like 65cpp

      1 reply 0 retweets 0 likes
    5. Molson Hart‏ @Molson_Hart 6 Sep 2017
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      Replying to @DeadLiftCapital @BarbarianCap

      Not from ExxonMobil. That sounds like non-prime HDPE, perhaps sold by Exxon to distributors as opposed to distributor to end user.pic.twitter.com/nZBqcGXoTs

      1 reply 0 retweets 0 likes
    6. 405lb AUM‏ @DeadLiftCapital 6 Sep 2017
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      Replying to @Molson_Hart

      where's this from? I'm using the simple IHS quoted data that WLK provides in its quarterly disclosures.

      1 reply 0 retweets 0 likes
    7. Molson Hart‏ @Molson_Hart 6 Sep 2017
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      Replying to @DeadLiftCapital

      Those are actual quotes from Channel PA for ExxonMobil PP and HDPE from 3 months ago. The letter was an e-mail that went out to buyers.

      1 reply 0 retweets 0 likes
    8. 405lb AUM‏ @DeadLiftCapital 6 Sep 2017
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      Replying to @Molson_Hart

      got it. so it includes shipping I suppose? See below for the index, and these are undiscounted pricespic.twitter.com/N0cmgPX8UT

      1 reply 0 retweets 0 likes
      Molson Hart‏ @Molson_Hart 6 Sep 2017
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      Replying to @DeadLiftCapital

      Yup includes shipping as well. Thanks for the index.

      10:21 AM - 6 Sep 2017
      0 replies 0 retweets 0 likes

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