recycling facilities
4 statements across 1 episodes · 3 bullish · 1 bearish · 1 people on the record · first statement Jul 6, 2023 by Matanya Horowitz · across every show →
Everything said about recycling facilities, oldest first
Jul 6, 2023 positive
Horowitz: AMP retrofits facilities over weekends, enabling lower costs and extra shifts
“Most of that equipment gets installed over weekends when people aren't running anyway. And so you have this very like low friction path to automation. What you see is recycling facilities can use their lower cost structure to go after more material. They'll st…”
Jul 6, 2023 negative
Horowitz: High Turnover in Manual Sorting Degrades Recycled Material Quality
“The main task is people standing around conveyor belts sorting through material by hand. Yeah. You have people picking bottles, cans, cardboard, paper. It's a tough job. It doesn't smell great, and the turnover's very high. People don't kind of put their full …”
Jul 6, 2023 bullish
Jul 6, 2023 positive
Horowitz: AMP Robotics facilities consistently hit 95% to 99% purity
“And so what you'll see is for most commodities, the recycling facilities will produce material that kind of bumps around 90 or 95% pure. And so our facilities, the biggest thing is, besides being fully automated and having this lower cost structure as a result…”