Neuste Beiträge aus: Bio-Extraction(TSX.V: V.BXI) -Nahrungsmittelunternehmen in Nischenmarkt

was gibts Neues?

Kinder, ich will nicht zuviel sagen, nur eines sei erlaubt:
So billig wie heute noch kommen wir in Zukunft nicht mehr zusammen.... :-)
Der Conference Call war super!

http://www.bioexx.com/page/news-and-events

BioExx Obtains Preliminary Third Party Technology Confirmation
Reaches 90% purity and rationalizes operations

TORONTO, ONTARIO--(Marketwire - Feb. 29, 2012) - BioExx Specialty Proteins Ltd. ("BioExx" or the "Company")(TSX:BXI), the first company to commercialize a new and complete food-grade protein from a major global crop in 50 years, today announced that it has received preliminary third party confirmation of the scalability of its unique canola protein production methods from GEA Process Engineering Inc. This confirmation, together with success in achieving the major milestone of 90% protein purity, strongly supports the Company's strategy to pursue qualified strategic partners.

The preliminary GEA report confirms the feasibility for plant sizes of 40,000 Mt and 80,000 Mt per year and also details the associated equipment and capital investment requirements. "Our progress and investment, together with successful innovation, over the last 6-12 months in particular, have been instrumental in stabilizing and proving the strength of our technology, as well as in providing a solid foundation for the work undertaken by GEA", said Chris Schnarr, CEO of BioExx. "It has been a long and challenging road to get here, but I think we can now safely say that the technology is strong, it is feasible, it is scalable, and it can drive compelling economic returns."

As the GEA report focused on the core protein processing area, it did not include ancillary costs for land, buildings, crush capacity and utilities infrastructure. The totals, including these ancillary costs, for the 40,000 Mt Saskatoon plant and an 80,000 Mt "greenfield" plant are estimated at approximately US$65 million and US$130 million respectively. Based on this preliminary report, the Company believes that its technology offers very attractive returns on investment to potential strategic partners in either scenario. GEA will now undertake the second phase of its mandate, over the next 10-12 weeks, to complete further engineering work and more detailed cost estimates. Subsequent implementation in accordance with final recommendations can be done on a turnkey basis, with performance guarantees based on final engineering and testing results as to protein purities, yields, production volumes, and key operating cost metrics.

In the interim, with this confirmation of its technology completed, the Company will proceed aggressively with its strategic partnering process. "We are moving towards being in a position to deliver to strategic partners an economically compelling and complete turnkey and performance-guaranteed package to produce high quality canola protein for delivery to a very large global market", Chris Schnarr continued. "Major industry players have already shown interest in accessing our process and expertise and this report should definitely serve to support further interest".

The Company is also pleased to announce its recent success in reaching a major milestone through the production of its Isolexx™ canola protein at greater than 90% purity. The Company notes that this success came without trade-offs in process yields or throughput - both of those metrics have in fact also improved, while still achieving these very high purities. This is another "first ever" accomplishment and further strengthens the technology foundation available to potential strategic partners.

Finally, in order to minimize interim operating losses which do not contribute to the fulfillment of the corporate strategy and also to preserve available capital, the Company is scaling back operations at the Saskatoon plant to two days a week, which is sufficient to demonstrate process efficacy to qualified strategic partners as they are identified.

Conference Call

BioExx will hold a conference call to further discuss this announcement, Thursday March 1, 2012 at 9:00 a.m. (ET).

Participant dial-in number(s): 416-340-2216 / 866-226-1792 / 800-9559-6849

Replay Dial-in number(s): 905-694-9451 / 800-408-3053 / 800-3366-3052 Pass code: 5518212

Available until: Midnight, March 15, 2012

The call will be audio-cast live and available for replay at www.bioexx.com.

About GEA

GEA Process Engineering is a group of more than 40 process engineering companies specialized in process technologies, and is one of the world's market and technology leaders in 90 percent of its businesses. GEA Process Engineering develops, designs and markets production plants, systems and processes for the food, beverage, pharmaceutical and chemical industries. With a turnover of approximately EUR 1.3 billion in 2010 and close to 4,600 employees working in 40 countries, GEA Process Engineering is recognized as a world leader in industrial drying, concentration, liquid processing, powder processing and handling, and aseptic packaging. GEA has specific and relevant industry experience with concentration and spray drying of both animal and plant-based proteins.

About BioExx Specialty Proteins Ltd.

Headquartered in Toronto, Canada, BioExx is focused on the separation of oil and high-value proteins from oilseeds for global food, beverage, nutrition, and other markets. BioExx employs trade secret, patented and patent-pending technologies that utilize significantly lower temperatures than conventional oilseed processing, in order to enable the improved separation of proteins from oilseeds. BioExx believes that these processes cumulatively have the potential to make a valuable contribution to global food and protein supply while maintaining an environmentally sustainable footprint.

To find out more about BioExx Specialty Proteins Ltd. (TSX:BXI), please visit www.bioexx.com

The statements made in this press release include forward-looking statements that involve a number of risks and uncertainties. These statements relate to future events or future performance and reflect management's current expectations and assumptions. A number of factors could cause actual events, performance or results to differ materially from the events, performance and results discussed in the forward-looking statements, such as the economy, generally, competition in its target markets, the demand for BioExx's products, the availability of funding, the efficacy of its technology, and the anticipated costs of BioExx's plant construction and operation. These forward-looking statements are made as of the date hereof and BioExx does not assume any obligation to update or revise them to reflect new events or circumstances. Actual events or results could differ materially from BioExx's expectations and projections.

Gestern nochmal aufgestockt auf nunmehr 1.5 mio Aktien.

Antwort auf Beitrag Nr.: 42.690.678 von misterwrong am 02.02.12 21:53:48Woraus resultieren eigentlich die Verluste die Bioexx macht?
Konzept natürlich prima, aber ist das auf Dauer wirtschaftlich?
Technisch auf jeden Fall eine Menge Luft.


Die Verluste stammen meines Wissens aus verfahrenstechnischen Aenderungen am Produktionsprozess, Verschiedenen technischen Aenderungen am Maschinenpark und natuerlich laufenden Kosten.

Die Kapitaldecke ist duenn, daher ist ein Einstieg riskant.
Andererseits ist man auf dem Weg.
Der Net loss fuer Q32011 war rd. 5,8 mio (0.3c/share)
Seit November 2011 hat sich aber der Output mehr als verdoppelt.
Wenn BIOEXX jetzt die Scalability fuer das Verfahren nachweisen kann, dann duerfte das fuer institutionelle Investoren oder auch eine Partnerschaft sehr interessant sein, hier einzusteigen.

Insiderkaeufe der letzten 2 Wochen belegen ein Vertrauen der Geschaeftsfuehrung in das Unternehmen.
Bioexx ist ein klassisches Beispiel fuer ein Venture Capital Investment. Das Risiko ist hoch, dass sie die "Kurve" nicht rechtzeitig kriegen, die Chancen fuer ziemliches Kurspotential bei gelingender Finanzierung/Partnersuche und Scalability duerften im Bereich von (vorsichtig geschaetzt) mehr als 500% innerhalb der naechsten 3 Jahre liegen.
Ich finde, dieser Ausblick und die Tatsache, dass es keinen Zweifel mehr an der Validitaet des Produktes gibt, sind ein gewisses Risiko wert, das natuerlich im Gesamtrahmen eines individuellen Portfolios eingeschaetzt werden muss.
Seit Januar halten wir Anteile zum Buchwert von 300k Can$. Das sind etwa 1% des von uns verwalteten Kapitals. Alles Gute.

BioExx boosts volume at Saskatoon plant in January

2012-01-30 08:18 ET - News Release

Mr. Chris Schnarr reports

BIOEXX PROVIDES BUSINESS UPDATE

BioExx Specialty Proteins Ltd. is providing the following update on its business activities.

Plant update

Operational results have continued to improve at the Saskatoon plant. To encapsulate this in a simplified format for general and illustrative comparison purposes against prior updates as issued, results (adjusted for short weeks due to seasonal holidays) have been approximately as tabulated.

Weekly volume Protein purity

Pre-August shutdown 0.4 Mt 80%
Nov. 14 update 1.2 Mt 83%
Dec. 20 update 2.0 Mt 86%
Through Jan. 20 week 2.7 Mt 88%

The data do not reflect the Jan. 27 week, which was shortened for maintenance on the large spray dryer. The company has recently shipped approximately 2.5 million tonnes to a distributor for product application development, and is presently accumulating a further 10 million tonnes for shipment to another distributor in February.

Going forward, the key interim focus of operations will continue to be on quality, consistency and steady shipments, based on existing infrastructure. This is intended to ensure a stable and scalable platform, reduce uncertainty and variability, provide a strong foundation for future capacity expansion, and reduce interim capital expenditure requirements, while at the same time enabling the company to move forward with its strategic partner plans as the foundation for long-term growth.

GEA Process Engineering Inc. retained for engineering scale-up study

In support of its various key initiatives, the company has commissioned a study to confirm the scalability of its technology. The study will be conducted by GEA Process Engineering, which specializes in the design and development of process solutions for the dairy, brewery, food, pharmaceutical and chemical industries. GEA is recognized as a world leader in its field and is one of the largest and most experienced protein engineering firms in the world. The intention of the study is to provide detailed and actionable third party expert recommendations for the scale up of the Saskatoon plant, together with associated capital costs and key operating economics, and is also being extended to include a similar analysis of a new greenfield facility on a larger scale. Subject to requisite protection of sensitive items in respect of valuable and confidential intellectual property, the company looks forward to sharing summary results of the study with its shareholders and other key constituents on completion of the various phases under the work program, the first of which is expected within approximately 60 days.

We seek Safe Harbor.

Woraus resultieren eigentlch die Verluste die Bioexx macht?
Konzept natürlich prima, aber ist das auf Dauer wirtschaftlich?
Technisch auf jeden Fall eine Menge Luft.

Eine Uebersicht zu Insiderverhalten:
http://canadianinsider.com/node/7?menu_tickersearch=BXI+|+BioExx+Specialty+Proteins

BioExx receives GRAF letter for Isolexx, Vitalexx

BioExx Specialty Proteins Ltd (C:BXI)
Shares Issued 227,180,158
Last Close 1/9/2012 $0.155
Tuesday January 10 2012 - News Release

Mr. Chris Schnarr reports

BIOEXX COMPLETES GRAS NOTIFICATION PROCESS FOR ISOLEXX(R) AND VITALEXX(TM)

BioExx Specialty Proteins Ltd. has received a letter from the U.S. Food & Drug Administration (FDA), wherein the FDA confirms that it has no questions regarding BioExx's conclusion that its canola protein products are generally recognized as safe (GRAS) for use in a variety of foods and beverages.

The FDA response was pursuant to a GRAS Notice submitted by BioExx to FDA documenting its conclusion that IsolexxAtrademark (canola protein isolate) and Vitalexx(TM) (hydrolyzed canola protein isolate) are GRAS for use in a variety of foods and beverages. The Notice also included a report with such a conclusion from a panel of qualified experts. The Notice informed FDA that IsolexxAtrademark and Vitalexx(TM) are GRAS, through scientific procedures, as ingredients in foods such as bakery products, snack foods, beverages, soups, dairy products, dry instant milkshake mixes and protein drinks, instant powdered nutritional beverages, processed meat and poultry products, vegetarian food products/meat analogues and meal replacement and nutritional bars.

While BioExx already has self-affirmed GRAS status for its protein products, the enhanced stature of being GRAS Notified is expected to assist in market recognition and market acceptance, particularly in specialty applications. The Company believes this enhancement to its product portfolio will also assist its current global strategic partnering initiative.

The Company also notes that its progress continues towards Novel Food Registration with the European Food Safety Authority, and it anticipates completion of the process in the coming months. EU market size and growth, and a strong orientation towards healthy living and sustainability, make this market a key long-term focus for BioExx.

IsolexxAtrademark is a protein isolate with at least 90% purity (protein content), comprised of un-denatured soluble proteins from non-GMO canola. This allows IsolexxAtrademark to have excellent solubility, strong foaming and emulsification characteristics, and an excellent nutritional profile. The protein delivers more than 109% of the recommended essential amino acids (WHO/FAO ref. 2007) and is well-digested with a true digestibility of 95%. Isolexx(TM) is well suited to a wide variety of applications where soy, whey, or milk proteins are traditionally used. BioExx has also established a self-affirmed GRAS position for Advantexx(TM), which is a canola protein currently being produced by the Company at approximately 86% purity (protein content).

Vitalexx(TM) is a hydrolyzed protein with at least 80% purity (peptides and amino acid content) and a very low average molecular weight. This characteristic allows excellent digestion and absorption. Vitalexx(TM) is 100% water soluble, forming a clear solution across a wide pH range. It has an excellent amino acid profile, with more than 117% of the recommended essential amino acids (WHO/FAO ref. 2007). The BioExx protein hydrolysis process also lowers the prospective risk of immunological response, making it appropriate for sensitive immune systems and lower tolerance applications. The true digestibility of Vitalexx(TM) is 98%, being easily metabolized and biologically available. Vitalexx(TM) is intended for use in human food products including nutritional beverages (protein drinks, fruit juices, infant formula, clinical nutrition), and a range of healthy food applications such as protein bars.

Im Prinzip ist es das, worauf ich gewartet habe: Voll zertifiziertes Produkt! Angesichts der Tatsache, dass sie eine strategische Beteiligung suchen, ist diese Zertifizierung ein Schritt zur rechten Zeit. Das Unternehmen ist ziemlich unter Liquiditaetsdruck aber das Produkt ist von Bedeutung. Meine Einschaetzung ist, dass sie zum Ende des Fruehjahrs/Fruehsommer einen Partner gefunden haben, wie z.B. Viterra oder Bunge...
In Erwartung dessen habe ich 400.000 Aktien zwischen 0.11 und 0.19CAD gekauft. Viel Glueck allerseits!

1,2 Tonnen / Woche schaffen sie momentan an den Spezialproteinen.
Erhofft waren erheblich mehr.
Wenigstens gabs die letzten Tage nicht unerhebliche Insiderkäufe.


Heute mal 65% Plus, das Downgap vom letzten Monat fast wieder geschlossen, welches daher rührte, dass ein Analystenhaus den Kurs um 90% runterstufte von 2,5 auf 0,25CAD - keine große Kunst...

hier die letzten News 15. Nov 2011
http://tmx.quotemedia.com/article.php?newsid=46116224&qm_sym…

Unter Beobachtung. Preislich derzeti ziemlich günstig!

BioExx Specialty to list 30 million more shares June 30
Ticker Symbol: C:BXI

BioExx Specialty to list 30 million more shares June 30

BioExx Specialty Proteins Ltd (C:BXI)
Shares Issued 192,081,158
Last Close 6/28/2011 $0.95
Tuesday June 28 2011 - Prospectus Approved

BioExx Specialty Proteins Ltd. will list an additional 30 million common shares on the Toronto Stock Exchange at the open on Thursday, June 30, 2011, according to the TSX. As in a June 20, 2011, preliminary short form prospectus, BioExx plans to sell up to 20 million units at $1 each, raising $20-million. It has granted the underwriters an overallotment option to buy up to three million units at the same price. Each unit consists of one share and one-half of one share purchase warrant. Each whole warrant entitles the holder to buy one share at $1.50 for 36 months from the closing date of the offering. The TSX reports that the warrants will not be listed for trading.

The company plans to use the money to pay capital and operating expenses at its Saskatoon plant, for engineering and project development expenses at its proposed North Dakota plant, and for general working capital and corporate purposes.

© 2011 Canjex Publishing Ltd.

BioExx arranges $20-million bought-deal financing

BioExx Specialty Proteins Ltd (C:BXI)
Shares Issued 192,076,575
Last Close 6/13/2011 $1.06
Tuesday June 14 2011 - News Release

Mr. Chris Schnarr reports

BIOEXX ANNOUNCES $20.0 MILLION BOUGHT DEAL FINANCING

BioExx Specialty Proteins Ltd. has entered into an agreement to sell to a syndicate of underwriters led by Canaccord Genuity Corp., on a bought-deal basis, 20 million units at a price of $1 per unit for gross proceeds to BioExx of $20.0-million. Each Unit will consist of one common share of the Company and one half of one share purchase warrant, each whole warrant (the "Warrants") entitling the holder to acquire one additional common share of the Company at an exercise price of $1.50 for a period of 36 months, subject to early exercise upon notice by the Company to holders that the 20 day volume weighted average trading price of the Company's common shares on the TSX (or such other stock exchange that the Company's shares may then be listed on) is greater than $2.25. BioExx has also granted the underwriters an over-allotment option to purchase up to an additional 15% of the Offered Shares on the same terms and conditions, exercisable any time, in whole or in part, up to 30 days after the closing of the Offering, for additional gross proceeds of up to approximately $3.0 million.

The net proceeds of the Offering are intended to be used for further capital and operating expenditures at the Company's Saskatoon plant, for additional engineering and project development expenditures on its proposed North Dakota plant, and for working capital, research and development, and general corporate purposes.

The Offering is expected to close on or about June 30, 2011 and is subject to regulatory approval. The Units will be issued under a short form prospectus. The Units will not be registered under the U.S. Securities Act of 1933, as amended, and may not be offered or sold in the United States absent registration or an applicable exemption from the registration requirements.

We seek Safe Harbor.

© 2011 Canjex Publishing Ltd.

Gut. Damit war zu rechnen und mein Riecher hatte Recht auszusteigen. Die Erloese aus Saskatoon koennen auf absehbare Zeit die Erweiterung in North-Dakota (Minot) nicht finanzieren. Der Zeithorizont ist jetzt auch etwas deutlicher (36 months). Der Laden ist fuer mich bei 0.75-0.80cent ein 'buy'. Nicht vorher, dann aber richtig. Allet jute allerseits!

BioExx Specialty Proteins Ltd (C:BXI)
Shares Issued 192,076,575
Last Close 6/3/2011 $1.49
Monday June 06 2011 - News Release

Mr. Scott Koyich reports

BIOEXX COMMENCES COMMERCIAL PROTEIN OPERATIONS

BioExx Specialty Proteins Ltd. has commenced commercial food-grade protein operations, comprising daily production and sales of canola protein isolates, making it the first and only such company in the world. Since its last update, BioExx has made progress in a number of critical production areas at its Saskatoon plant which have enabled the Company to move beyond the internal start-up phase and into commercial operations.

Product

The initial focus of short-term production and sales will be on canola protein produced to purity levels of 80% or above, for which there is an established, substantial, and robust market. The customers and applications at 80% and 90% purity are largely the same, with the main differentiator being protein pricing. The two are used somewhat interchangeably in many food and beverage products, such as protein shakes, bars, baked goods, confectionaries, meat analogues, and meal replacers. BioExx also notes that it has confirmed significant protein market sectors in high-value, non-food applications, including sustainable ingredients for cosmetic and industrial products.

The characteristics of the BioExx canola protein products are generally superior to typical soy products and in many cases competitive with whey proteins. The company is selling this product, Advantexx80?, as an isolate at 80% or greater purity while it continues to work toward ensuring that 100% of production meets 90% purity, at which point a 90% isolate will be offered to the market.

Pricing

In general, 80% purity proteins sell at about a 15-20% discount to 90% purity proteins. Recent channel checks with buyers suggest current indicative pricing for whey protein isolates with 90% purity (called "WPI-90") at approximately $13.00 per kg, and whey protein isolate at 80% purity (called "WPI-80") at approximately $11.00 per kg. Given strong pricing in broader protein markets, BioExx has posted pricing for its 80% canola protein isolates ("CPI-80") at $6.00 per kg, competitive with high quality and similar purity soy and whey products and consistent with the Company's earlier guidance on pricing of Isolexx? at 90% purity.

Shipments

First commercial shipments from the Saskatoon plant are being arranged presently for delivery to the Company's protein distribution partner, Helm AG, for re-sale to its customers. Sales are expected to grow steadily from here forward, both to Helm AG and to direct BioExx customers in North America, as production volumes at the Saskatoon plant continue to increase.

Plant Operations

The plant has progressed on both hourly throughput and on quality, with continued improvements still to come. The plant is running well mechanically, with good predictability. While all individual equipment has now proven operational at 100% run rate, the entire plant is now running at an average aggregate hourly throughput rate of approximately 35% of capacity with as high as 65% having been achieved so far. Further gains are now being made on a weekly basis and the Company believes that the key previous issues that represented significant impediments to productivity have been resolved.

With hourly throughput solidified and improving, great effort is now being placed on increasing weekly operating uptime by reducing clean-in-place cycle time, adding production staff to run additional shifts, and steadily diminishing the amount of unplanned process interruption. Because the plant is only now moving from start-up mode to full operating mode, weekly production has remained below 10% of installed capacity. Weekly production is expected to increase measurably now, with another production shift being added presently to enable operations on a 5 day per week schedule through the end of July, at which point the plant will take a standard annual two week summer plant maintenance and improvement shut down, bring on a final shift, and re- start in mid-August on a 7 day per week schedule. Production is expected to be at or above 50% of Phase 2 capacity soon after the August shutdown with a plan to drive toward 100% as quickly as possible.

Protein yield is now about 50% of target, as the focus has been on other operating parameters. The path to reaching near 100% yield targets is well understood, with all required equipment already installed. Higher yields are expected to unfold in step with production volumes throughout the continued ramp-up as this equipment is brought on line.

Perhaps the most significant recent achievement at the plant has been process modifications to widen the operating parameters in the extraction area, which has been the primary bottleneck and source of most of the challenges encountered in start-up to date. These modifications have successfully enabled improved operating consistency and provided a clear and confident path to higher capacities. This has been the Company's primary hurdle to date, and the key precondition to the commencement of regular commercial operations.

Beneficially, these process modifications also represent new and valuable intellectual property for BioExx, in the accumulation of valuable trade secrets and "know-how". Moreover, the knowledge gained and modifications made through the start-up phase may result in significantly lower capital and operating cost for future plants.

"There is little doubt that the start-up of this first-in-the-world facility has taken longer, and been far more difficult, than originally anticipated. Operations at scale have not always acted consistent with lab and pilot work, and each resulting modification has taken longer than desired due to normal design, ordering, installation, and break-in times, but we have always pressed on and have successfully worked through each challenge that has arisen," said BioExx CEO Chris Carl. "We are therefore particularly pleased to have succeeded in becoming the world's first commercially producing, food-grade canola protein company. We still have much to do, but given what has been accomplished as a team to date, we are confident we can overcome any remaining challenges, and look forward to continuing to create long-term value for our shareholders as we press forward."

Regulatory Developments

BioExx is also pleased to announce that it has completed its filing of a formal GRAS Notice in accordance with the U.S. Food & Drug Administration ("FDA") proposed regulation 62FR 18938. According to the GRAS Notice as filed, BioExx has determined after extensive external and independent scientific panel review that its high-purity canola protein products, Isolexx? and Vitalexx? are Generally Recognized As Safe (GRAS) for their intended use in a variety of food and beverage products. Once a GRAS Notice is received by FDA, FDA evaluates the submission and advises whether it believes the Notice provides a sufficient basis for an affirmative GRAS determination, generally within 180 days.

While BioExx already has self-affirmed GRAS status for Isolexx? and Vitalexx?, which fulfils the FDA regulatory requirement for sales in the U.S. and meets the needs of the vast majority of applications and customers for BioExx proteins, the GRAS Notice was filed in order to move towards an enhanced level of regulatory status to ensure the satisfaction of, and meet the purchase requirements of, even the most stringent applications and most demanding customers. The Company also notes that it has self-affirmed GRAS for its 80% protein isolate, Advantexx80?, and therefore meets the regulatory requirement for sales of that product into the US market.

Aha. 80% statt 90% Reinheit. Also immer noch ungeloeste Probleme, die den bei der Produktion auftretenden Schaum betreffen. 35% bis 65% Auslastung der Fabrik ist auch nicht gerade der grosse Bringer. Ich warte ab. Bei 1.60 sieht das gute Stueck zwar billig aus aber die Grosswetterlage ist im Moment doch etwas "birnenfoermig". Mitte August wollen die 100% und 7-Tage Produktion erreicht haben.
Ich seh mir die Sache dann wieder an. Vielleicht geh ich vorher mit kleinen Haeppchen wieder hinein. Allet Jute allerseits!

Ich hab das neue Datum fuer die naechsten offiziellen Nachrichten:
8. Juni - aber kein Wort, warum das fast 3 Wochen verschoben worden ist.
Ich vermute aus oben genannten Gruenden!

Zitat von CHingaCHcookWas fuer Bioexx spricht ist nicht nur das 'moderne' (per Definition "zeitgemaess") Produkt, ...

Habe ich vielleicht nicht das Wort getroffen, was ich eigentlich wollte, aber für mich liegt da trotzdem ein großer Unterschied drin. Modern geht für mich eher in Richtung "Megatrend"(super trendig, angesagt -Hauptsache das Ding geht uuup (im Moment )). Zeit/Zukunftsgemäss hat das für mich grundsätzlich eine viel nachhaltigere, substantiellere, wie pragmatischere Bedeutung.


@187,

Wie es Dir beliebt.

Gruß
P.

... Schweigen?
Habe versucht anzurufen, um herauszufinden, wann die Zahlen kommen, keiner ruft zurueck...
Bin mit minimalem 'loss' wieder komplett draussen und warte ab, hier stimmt was nicht!! Ich kann Probleme jedweder Art verdauen, aber nur, wenn sie offen zur Sprache kommen. Ich denke, die haben ihre Produktionsprobleme noch nicht im Griff und warten Tests mit neuen Maschinen ab, bevor sie die shareholder informieren. Mir zu neblig.

Der Kurs ist runter wegen der Grosswetterlage und Herrn Gaddafi und der Tatsache, dass sie im letzten quarter Geld verloren haben. Wer das bei einem 'startup' von der Groesse nicht tolerieren kann, kann nicht investieren. Es gibt keine SOLIDE Firma, die es ohne Blut, Traene und Schweiss schafft. Keine.

Was fuer Bioexx spricht ist nicht nur das 'moderne' (per Definition "zeitgemaess") Produkt, sondern auch, dass sie die Expansion durch egenes Wachstum und ohne weitere Kapitalaufnahmen schwingen koennen. Die Margen sind erschreckend gut.

Das Managment-team ist erfahren und komplett. Umwelt- und Produktionsauflagen inc. Qualitaetssicherung und 'human-grade-food' Zertifikate sind unter Dach und Fach.
Wie sie bei der letzten Veroeffentlichung bereits sagten: "Alles was nun noch fehlt, ist Volumen".

Das Absatz-Marketing ist vollstaendig und auf 10 Jahre gesichert, Helm AG in Hamburg, Shafer in Kalifornien. Viterra liefert den Rohstoff.

Ich denke die 'Blut- und Traenenphase' ist vorueber, was bleibt ist die Schweissarbeit, das Volumen hochzufahren und die technischen Details dieser neuen Verfahren zu meistern.

Die Planungen zum naechsten Expansionsschritt in North Dakota sind fortgeschritten. Machbarkeitsstudien fuer Minot sind offenbar erfolgreich abgeschlossen. Die Finanzierung duerfte keine Kopfschmerzen machen, wenn das Produktionvolumen von Saskatoon ausgeschoepft werden kann.

Analysten verschiedener Banken und Investmentfonds geben dem Unternehmen ein "buy" bis (mehrheitlich) "strong-buy". Bei 1.70Can$ hat es Insideraktivitaet gegeben. In den letzten Monaten ist das Boersenvolumen bei etwa 300000 Aktien/Tag gelegen, das entspricht etwa 350 bis 450 Transaktionen.
Wir sind also nicht "allein" mit unserem Interesse

Ich denke, dass sie, bedingt durch Produktionsoptimierung und dem dadurch langsameren Hochfahren bis zur 'Vollast', ein Quarter hinter ihrer urspruenglich Planung vom Sommer 2010 liegen. Dafuer sind sie an der Boerse bestraft worden. Das Blatt koennte sich in diesem oder naechsten Quarter, wenn der Spatenstich in North Dakota erfolgt ist, radikal wenden.

Zitat von CHingaCHcookDie Produkte sind so klasse, und ich finde auch modern, dass ich da mal demnaechst hinfahren will.

Das sehe ich auch so. Aber nicht im Sinne von "modern", sondern eher "zeit(- und zukunfs-)gemäss".

Zitat von CHingaCHcookHast du mit denen geredet, in letzter Zeit? Die sind wohl manchmal bei Helm AG in HH.

Nein. Wo ist HH(Hamburg)? Wenn in der Nähe, würd ichs auch sehr gern mal machen, ansonsten momentan eher schwierig.

Letzteres ist 10.000%ig Deine Entscheidung. Ich "glaube", bis dato jedenfalls, weiterhin an das Unternehmen.

Gruß
P.

Antwort auf Beitrag Nr.: 41.499.014 von Popeye82 am 13.05.11 14:42:19Die Produkte sind so klasse, und ich finde auch modern, dass ich da mal demnaechst hinfahren will. Hast du mit denen geredet, in letzter Zeit? Die sind wohl manchmal bei Helm AG in HH.
Vielleicht werd ich hier doch noch zum 'Investor' ;-)

Antwort auf Beitrag Nr.: 41.495.144 von CHingaCHcook am 12.05.11 22:13:20

So, averaged runter zu einem guten Preisniveau. Ich freu mich auf den 18.5.

Bin bei 1.73 und 1.99 wieder rein. Daumen druecken

AH, ich glaube ich habs: Der unterschiedliche Auffassung besteht
aus Deinem steuerfreien Investment und meinem trading for living...
Das sind in der Tat "zwei paar Schuh".

Oh? Kannst du mir das mal erklaeren?
Was ist der Widerspruch?

Etwa, dass ich Wahrscheinlichkeiten wie long-term investments untersuche, und dann (im Schnitt) maximal 2 Wochen in einem trade bin?

Good luck to you too!

Antwort auf Beitrag Nr.: 41.409.665 von CHingaCHcook am 26.04.11 00:19:30

Finde Deine Logik schon relativ widersprüchlich -aber good Luck.

Gruß
P.

Hallo Popeye, ich handele diese Werte und 'halte' sie nicht.
Sektor-KGV sind fuer mich ein (unter vielen) Anzeichen, wie
der Sektor (in dem Fall Nahrungsmittel wie Viterra) insgesamt aussieht und ob er rauf oder runter geht. Ich habe bisher mit BXI gut abgeschnitten, weil ich knallharte Stops fahre, die mich aber nicht daran hindern nach 5 minuten wieder einzusteigen, wenn die Daten das unterstuetzen. Hier gehts nur um Geld und Wahrscheinlichkeiten, sonst um gar nichts.
Es geht nicht darum, Recht zu haben, jeder Trader weiss das... ;-), sondern darum, sein Kapital zu schuetzen und zu verzinsen. That's all.
Viterra hat mir schon gut Holz gebracht, Bioexx auch.

Zitat von CHingaCHcookaber so hochspekulative Werte werden halt bei 'Reversals' immer am haertesten getroffen.

Da stimme ich Dir vollkommen zu.

Zitat von CHingaCHcookSelbst Viterra mit ihren super Quartalszahlen traded jetzt bei nur ca. 17.5 KGV.

Aber wenn Du sooolche Vergleiche ziehst, dann solltest Du Dir IMO andere Werte suchen. Dann frage ich mich auch, ob dann die "Geschichte" halfway verstanden wurde. Machen, in der Art, überhaupt keinen Sinn -dann hätte man, bisher, NOCH NIE etwas in BioExx reinstecken dürfen..


Trotzdem auch viel Glück.

Gruß
P.