burcon – ein spekulativer play im nahrungsmittelsektor (Seite 16)
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Antwort auf Beitrag Nr.: 70.941.124 von 6mal6 am 24.02.22 22:07:51Ich kann mir einfach nicht vorstellen, dass Bunge und Nestle sich an Burcon beteiligen und es kommt nicht mehr dabei raus. Dann hätten sie es auch lassen können.
45000 CAD Umsatz im Quartal, 1 Millionen CAD Verlust mehr braucht man wohl nicht zu sagen, wer hier noch investiert ist, bei der Marktkapitalisierung, dem ist nicht zu helfen, allen Good Luck
Wer hier noch investiert ist?
Habe gut Geld mir Burcon früher verdient , bin seit einem Jahr raus. Wer hier noch investiert ist,dem ist nicht mehr zuhelfen. Bei der Firmenbewertung, mit dem Quartalsergebnis und dem Verlust. Es passt die Bewertung einfach nicht. Wer hier investiert ist wird weitere Verluste erleben. Der Markt und die offiziellen Zahlen lügen nicht. Good Luck Euch allen
Antwort auf Beitrag Nr.: 70.925.563 von MarcusRWD am 23.02.22 22:24:17
Die Hinweise auf die KOOP, die sehr lange dauern soll, wurden garantiert schon 3 x hier verlinkt
VK-Zahlen sind noch geheim, sonst stünde der Kurs ganz woanders
Zitat von MarcusRWD: Gibt es eigentlich irgendwelche gesicherten Infos dass Nestlé auch nur ansatzweise mit BU bzw Merit arbeitet?
Die Hinweise auf die KOOP, die sehr lange dauern soll, wurden garantiert schon 3 x hier verlinkt
VK-Zahlen sind noch geheim, sonst stünde der Kurs ganz woanders
Trading Spotlight
Gibt es eigentlich irgendwelche gesicherten Infos dass Nestlé auch nur ansatzweise mit BU bzw Merit arbeitet?
Bester Kontraindikator hier im Bord, erste Sahne 
Antwort auf Beitrag Nr.: 70.854.355 von saisonziel am 16.02.22 18:17:05
könnte auch fundamental unterfüttert sein...
die folgende Passage aus dem conf call (gefunden auf stockhouse) verdeutlich das wahnsinnige Potential in der Größe der Produktion und damit der Einnahmen (und damit dem zwangsläufig entstehen müssenden Interesse an einer Übernahme durch einen der ganz Grossen in der food-industry)
and yet can tell you that one of our Board members likes to point out over and over again that it's a demonstration plant in the Grand scheme of when you look at the plant-based protein ingredient industry on a global basis, when you look at the big players that exists in soy and pea protein, potato protein, you name it.
However, Merit has worked with and supported the quality assurance and safety audit teams of a number of important CPG customers, as part of those entities procurement processes. And Merit is already producing its best-in-class peas as pea protein ingredients for a major food and beverage customer, a leading brand for dairy and dairy alternative products, with the first delivery of peas as to this customer having been completed this quarter. And Merit is also now starting to ship proteins to multiple CPG brands, as they are launching new food and beverage products with Merit’s proteins.
As part of the broader selling process, Merit continues to work closely with hundreds of CPG companies looking to develop innovative new foods and beverages or reformulate existing products using Merit’s innovative pea and canola protein ingredients. Merit’s sales prospects are encouraging and we expect to see many more consumer products using Merit’s proteins available on store shelves this year.
On a previous quarterly results call, I've talked about the lengthy sales cycle and the in-depth ingredient procurement processes characteristic of the food and beverage industry. The lead up to an initial sale in the food ingredient industry can take a long time, with the CPG companies following a cautious and calculated approach to the development and launch of new food and beverage products and/or when reformulating an existing product.
It’s important to note, however, that the same onerous process for achieving new sales also means that customers and purchase orders are generally sticky, often resulting in reliable recurring revenue streams and supply contracts that continue for many years.
Within the context of the current under-supplied plant based protein ingredient market, there is significant interest in demand from Merit’s pea and canola protein ingredients which offer unparalleled purity and exceptionally clean and neutral taste compared to what's currently available on the market, providing Merit with a competitive advantage which we and Merit expect will drive sales, and which are expected to evolve into the long-term recurring revenue streams we just talked about.
Merit's facility has been designed and built with future expansion in mind. And as I've already noted today, Merit is on track to meet its production targets and sales forecasts to reach full allocation of its Phase 1 capacity by the end of calendar 2022, which, if successful, will lead to a decision point for Phase 2 expansion and a potential doubling of current production capability.
....
It sounds funny. The Merit facility is in my opinion a large facility, it can process 20,000 metric tons of field fees equivalent let's call it amount of canola and as we have said on a number of occasions previously, implying revenue of up to about CAD 60 million at full capacity and yet can tell you that one of our Board members likes to point out over and over again that it's a demonstration plant in the Grand scheme of when you look at the plant-based protein ingredient industry on a global basis, when you look at the big players that exists in soy and pea protein, potato protein, you name it. And what she's really making reference to there are our Board members is that basically, this plant is really demonstrating what the potential is. And I think it is the right strategy, because I do anticipate as I said on the call previously, I do anticipate the expansions will come. I do anticipate that there will be additional future plans and they will be different likely from this one. They'll have modifications. And ultimately, it is a process of getting to the largest cash flows in the -- in what we think is the smartest and the most prudent manner.
With respect to our other technologies, our opportunities go like this. We are considering everything from licensing agreements to additional joint venture partnerships. And again, we're moving them forward in the process that we think is the smartest with respect to getting to market in a position that benefits Burcon the most. So, not necessarily giving things up quickly, but also looking for where we think the most value comes to us in the long-term.
Right now we are in the process. We’re negotiating some deals, some of which contemplate joint ventures. And we will move those forward as quickly as we can, but again, always with the eye to the longer-term. So a little over 30% of Burcon shares are owned by insiders, myself and many members of management of the Board of Directors. And so we really are not influenced by what we're doing in the very, very short-term. We're really thinking more as owners and what makes sense in the longer-term. With that, Peter, do you want to respond to search process?
Zitat von saisonziel: Es wird spannend: Bollinger ziehen sich zusammen und vor allem treffen nun sehr starke langfristige Widerstandslinie (absteigend) und ebenfalls sehr starke langfristige Unterstützung (aufsteigend) praktisch direkt aufeinander. Ich rechne mit einem extrem heftigen Ausschlag in dieser oder nächster Woche.
könnte auch fundamental unterfüttert sein...
die folgende Passage aus dem conf call (gefunden auf stockhouse) verdeutlich das wahnsinnige Potential in der Größe der Produktion und damit der Einnahmen (und damit dem zwangsläufig entstehen müssenden Interesse an einer Übernahme durch einen der ganz Grossen in der food-industry)
and yet can tell you that one of our Board members likes to point out over and over again that it's a demonstration plant in the Grand scheme of when you look at the plant-based protein ingredient industry on a global basis, when you look at the big players that exists in soy and pea protein, potato protein, you name it.
However, Merit has worked with and supported the quality assurance and safety audit teams of a number of important CPG customers, as part of those entities procurement processes. And Merit is already producing its best-in-class peas as pea protein ingredients for a major food and beverage customer, a leading brand for dairy and dairy alternative products, with the first delivery of peas as to this customer having been completed this quarter. And Merit is also now starting to ship proteins to multiple CPG brands, as they are launching new food and beverage products with Merit’s proteins.
As part of the broader selling process, Merit continues to work closely with hundreds of CPG companies looking to develop innovative new foods and beverages or reformulate existing products using Merit’s innovative pea and canola protein ingredients. Merit’s sales prospects are encouraging and we expect to see many more consumer products using Merit’s proteins available on store shelves this year.
On a previous quarterly results call, I've talked about the lengthy sales cycle and the in-depth ingredient procurement processes characteristic of the food and beverage industry. The lead up to an initial sale in the food ingredient industry can take a long time, with the CPG companies following a cautious and calculated approach to the development and launch of new food and beverage products and/or when reformulating an existing product.
It’s important to note, however, that the same onerous process for achieving new sales also means that customers and purchase orders are generally sticky, often resulting in reliable recurring revenue streams and supply contracts that continue for many years.
Within the context of the current under-supplied plant based protein ingredient market, there is significant interest in demand from Merit’s pea and canola protein ingredients which offer unparalleled purity and exceptionally clean and neutral taste compared to what's currently available on the market, providing Merit with a competitive advantage which we and Merit expect will drive sales, and which are expected to evolve into the long-term recurring revenue streams we just talked about.
Merit's facility has been designed and built with future expansion in mind. And as I've already noted today, Merit is on track to meet its production targets and sales forecasts to reach full allocation of its Phase 1 capacity by the end of calendar 2022, which, if successful, will lead to a decision point for Phase 2 expansion and a potential doubling of current production capability.
....
It sounds funny. The Merit facility is in my opinion a large facility, it can process 20,000 metric tons of field fees equivalent let's call it amount of canola and as we have said on a number of occasions previously, implying revenue of up to about CAD 60 million at full capacity and yet can tell you that one of our Board members likes to point out over and over again that it's a demonstration plant in the Grand scheme of when you look at the plant-based protein ingredient industry on a global basis, when you look at the big players that exists in soy and pea protein, potato protein, you name it. And what she's really making reference to there are our Board members is that basically, this plant is really demonstrating what the potential is. And I think it is the right strategy, because I do anticipate as I said on the call previously, I do anticipate the expansions will come. I do anticipate that there will be additional future plans and they will be different likely from this one. They'll have modifications. And ultimately, it is a process of getting to the largest cash flows in the -- in what we think is the smartest and the most prudent manner.
With respect to our other technologies, our opportunities go like this. We are considering everything from licensing agreements to additional joint venture partnerships. And again, we're moving them forward in the process that we think is the smartest with respect to getting to market in a position that benefits Burcon the most. So, not necessarily giving things up quickly, but also looking for where we think the most value comes to us in the long-term.
Right now we are in the process. We’re negotiating some deals, some of which contemplate joint ventures. And we will move those forward as quickly as we can, but again, always with the eye to the longer-term. So a little over 30% of Burcon shares are owned by insiders, myself and many members of management of the Board of Directors. And so we really are not influenced by what we're doing in the very, very short-term. We're really thinking more as owners and what makes sense in the longer-term. With that, Peter, do you want to respond to search process?
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