GLG LIFE - Prepare for the stevia run..... - 500 Beiträge pro Seite

[wink]

GLG Life Tech Corporation (TSX:GLG) is a world leader in the production of high quality stevia, a zero-calorie, natural sweetener. Our vertically integrated operations include stevia seed breeding, propagation, growth and harvest, extraction, refining and formulation. We provide customers in the food and beverage industry with the highest quality stevia available on the market today. Our goal is to improve wellness for consumers around the globe through innovative thinking and uniquely healthy products.

http://www.glglifetech.com/

[wink]

Sep 09, 2009 10:11 ET
GLG Life Tech Corporation Announces Rebaudioside A Stevia Extract is Approved in France

VANCOUVER, BRITISH COLUMBIA--(Marketwire - Sept. 9, 2009) - GLG Life Tech Corporation (TSX:GLG) ("GLG" or the "Company"), the vertically integrated leader in the agricultural and industrial development of high quality stevia extracts, is pleased to announce the approval in France of Rebaudioside A stevia extract for use in food and beverages. The French Government's approval was made after a review of the safety of Rebaudioside A by the Agence Francaise de Securite Sanitaire des Aliment (AFFSA) was first published in June 2009. This approval is the first for a European Union market and allows the food and beverage industry to sweeten products with rebiana, high purity Rebaudioside A, for the next two years.

High purity Rebaudioside A 97%, or rebiana, also received GRAS status in the United States in December of 2008 following a positive approval issued by the World Health Organization and extensive research submitted to the FDA to confirm its safety. Subsequently, products have been launched in the U.S. and have given consumers products which are naturally sweetened while simultaneously offering zero or reduced calories. The Company expects that products sweetened with rebiana will be launched in France in the near future based on discussions that it has held with potential customers and from other recent market announcements.

Chairman and CEO, Dr. Luke Zhang, states, "We are pleased with the approval of rebiana in France and view it as another positive step towards global market acceptance for stevia extracts as the next generation sweetener. We have already been working with customers in R&D and product formulation in preparation of this approval. As a leading supplier of the world's purest stevia extracts, we are prepared to meet the demands of the European market and are pleased with the decision of the French ministry to permit its use in food and beverages."

About GLG Life Tech Corporation

GLG Life Tech Corporation is a global leader in the supply of high purity stevia, an all natural, zero-calorie sweetener used in food and beverages. The Company's operations cover each step in the stevia supply chain including non-GMO stevia seed breeding, natural propagation, stevia leaf growth and harvest, proprietary extraction and refining, marketing and distribution of finished product. GLG advanced technology and extraction technique make it one of the world's leading producers of high purity stevia extracts, including rebiana 97% Rebaudioside A. The Company has operations in Canada as well as agricultural and processing facilities in China in the provinces of Anhui, Jiangsu, Shandong and Heilongjiang. China is responsible for an estimated 85% of the world's current stevia production. GLG stevia processing capabilities include 41,000 metric tons of raw stevia leaf and 1,000 metric tons of high grade stevia extract. The Company holds a strategic alliance and supplier agreement with Cargill, Incorporated to supply 80% of its global stevia extract demand and 100% of any stevia sourced from China. In addition, the Company's global sales and marketing arm, GLG-Weider Sweet Naturals, works with companies around the world to bring stevia extract supply solutions for food, beverage, pharmaceutical and nutraceutical applications.

[KaOzz]

Antwort auf Beitrag Nr.: 37.970.119 von wink am 13.09.09 17:32:30

Nett, Danke

Dass sich börsennotierte Firmen mit der Erzeugung beschäftigen, ist natürlich interessant.

In war der Meinung, dass das in der EU noch nicht zugelassen ist. Aber die sonstige Verbreitung würde mich schon interessieren.



http://www.3sat.de/dynamic/sitegen/bin/sitegen.php?tab=2&sou…

http://www.freestevia.de/

[KaOzz]

[KaOzz]

Netter Ausbruch aus dem Abwärtstrend heute!

[KaOzz]

Gestern noch auf TH geschlossen. Allerdings gleichzeitig ein Verkaufssignal ausgelöst.

[KaOzz]

GLG Life Tech Corporation Announces Executive Marketing and Sales Hires for the Growing Global Stevia Market

6:01 AM ET, October 14, 2009

VANCOUVER, BRITISH COLUMBIA, Oct 14, 2009 (MARKETWIRE via COMTEX) -- GLG Life Tech Corporation (GLG) ("GLG" or the "Company"), the vertically integrated leader in the agricultural and industrial development of stevia extract, an all natural, zero-calorie sweetener used in food and beverages, announces it has hired three seasoned sales and marketing executives. The Company has appointed Alan Martin and Jack Tokarczyk as Vice Presidents of Sales, and James E. Kempland as Vice President of Marketing. The new additions will focus on the development of rebiana high-grade stevia extract sales for the growing global market.

"This marks another important milestone for GLG," commented Dr. Luke Zhang, Chairman and CEO. "GLG's first priority is to continually satisfy our strategic alliance partner's increased need for high purity stevia extract. Now with the addition of these three senior level marketing and sales veterans, we will be able to further expand our direct sales capabilities to the growing global market for stevia."

A 30 year veteran of the food and beverage industry, Alan Martin has held senior sales and business development roles at The Dr. Pepper Company where he led both regional and national sales teams working at all levels of trade. Among his many accomplishments, Mr. Martin has demonstrated consistent sales leadership and a track record of positive results.

Jack Tokarczyk has more than 20 years experience in the soft drink industry including sales, operations and management responsibilities for PepsiCo, Dr Pepper/Seven-Up Inc, Royal Crown Cola and beverage equipment manufactures. Mr. Tokarczyk has driven high-level operational and process improvements and understands corporate needs in today's market.

James Kempland will lead the strategic marketing division for GLG and brings a diversity of experience in high intensity sweeteners, agriculture and supply as well as marketing for consumer package goods with firms such as Monsanto, NutraSweet, Kraft, Proctor & Gamble and other leading firms within the beverage industry.

"The vast knowledge of the beverage industry and sales expertise these three executives bring to GLG will be an asset for continued growth and profitability as GLG seeks to strengthen its rebiana sales in the global marketplace," states Dr. Zhang.

About GLG Life Tech Corporation

GLG Life Tech Corporation is a global leader in the supply of high purity stevia, an all natural, zero-calorie sweetener used in food and beverages. The Company's operations cover each step in the stevia supply chain including non-GMO stevia seed breeding, natural propagation, stevia leaf growth and harvest, proprietary extraction and refining, marketing and distribution of finished product. GLG advanced technology and extraction technique make it one of the world's leading producers of high purity stevia extracts, including rebiana made with 97% Rebaudioside A. Rebiana recently received GRAS status in the United States for use in food and beverages. The Company has operations in Canada as well as agricultural and processing facilities in China in the provinces of Anhui, Jiangsu, Shandong and Heilongjiang. China is responsible for an estimated 85% of the world's current stevia production. GLG stevia processing capabilities include 41,000 metric tons of raw stevia leaf and 1,000 metric tons of high-grade stevia extract. The Company holds a strategic partnership and preferred supplier agreement with Cargill, Incorporated to supply 80% of its global stevia extract demand and 100% of any stevia sourced from China. In addition, the Company's global sales and marketing arm, GLG-Weider Sweet Naturals, works with companies around the world to bring stevia extract supply solutions for food, beverage, pharmaceutical and nutraceutical applications

[KaOzz]

GLG Life Tech Corporation to Announce Third Quarter Results on October 30, 2009

11:30 PM ET, October 27, 2009


http://cxa.marketwatch.com/tsx/en/market/article.aspx?guid=h…

[D@D]

Hallo

Gute Zahlen von GLG

Umsatz + 349% und GLG macht einen Gewinn.

Nachzulesen unter

http://cxa.marketwatch.com/TSX/en/Market/article.aspx?guid=h…

D@D

[KaOzz]

GLG steht auch im Interesse der Medien und Analysten.

UPDATE 1-GLG Life Tech Q3 profit beats estimates

Fri Oct 30, 2009 8:53am EDT


* Q3 EPS C$0.02 vs est C$0.00

* Q3 rev C$14.8 mln vs. C$3.3 mln last yr

* Cuts 2009 rev outlook

Oct 30 (Reuters) - Canada's GLG Life Tech Corp (GLG.TO) reported a better-than-expected quarterly profit helped by increased demand for its natural sweetener products, new purchase orders, and delivery against current order backlog.

However, the company lowered its revenue outlook for the full year to C$44 million ($41.31 million) to $53 million, from C$50 million to C$60 million, citing the appreciation of the Canadian dollar against the U.S. dollar.

GLG Life -- which supplies Stevia, a natural, zero-calorie sweetener used in food and beverages -- reported a net income of C$1.4 million, or 2 Canadian cents a share for the third quarter, compared with a net loss of $0.9 million, or 1 Canadian cent a share, reported a year-ago.

Revenue rose to C$14.8 million, up from C$3.3 million in the year ago quarter.

Analysts, on average, were expecting break-even earnings, before special items, on revenue of C$14.91 million, according to Thomson Reuters I/B/E/S.

The company raised its full year 2009 capital expenditure forecast by C$5 million to a range of C$28 million to C$30 million.

Shares of GLG closed at C$2.78 Thursday on the Toronto Stock Exchange. ($1=1.065 Canadian Dollar) (Reporting by Amit Kumar in Bangalore; Editing by Hezron Selvi)

[KaOzz]

GLG Life Tech Corporation Announces Receipt of Demand Letter

9:03 AM ET, November 5, 2009

VANCOUVER, BRITISH COLUMBIA, Nov 05, 2009 (MARKETWIRE via COMTEX) -- GLG Life Tech Corporation (GLG) ("GLG" or the "Company"), the vertically integrated leader in the agricultural and industrial development of stevia extracts, announces that it has received a demand letter from Weider Global Nutrition ("WGN") that states that WGN will commence, on November 4, 2009, legal proceedings in the Supreme Court of British Columbia against the Company. WGN alleges that pursuant to the shareholder agreement between WGN and the Company, GLG Weider Sweet Naturals Corp. ("Sweet Naturals") became the exclusive marketing and sales arm of the Company, except for its Strategic Alliance and Supply Agreement. WGN also alleges misrepresentation and breach of fiduciary duty by the Company. WGN is claiming injunctive relief, an accounting and damages for alleged breaches of the shareholder agreement.

The Company is of the view that the allegations are entirely without merit. The shareholder agreement contemplates the Company's strategic alliance and supply agreement with its key customer and in no way restricts the Company's ability to perform that agreement and pursue any further opportunities arising from that agreement. Further, the shareholder agreement contemplates that marketing and distribution of wholesale stevia extract products through Sweet Naturals is subject to the permission of the Company and that nothing in the agreement prevents the shareholders of Sweet Naturals from competing with Sweet Naturals. The shareholder agreement contemplates that exclusivity for Sweet Naturals is limited to new business actually generated or customers secured by Sweet Naturals. The Company's position is that any claim by WGN for lost profits is expressly excluded under the shareholders' agreement. It is the Company's view that the injunctions and accounting sought are not legally available and the other remedies would not, in any event, materially and adversely effect the business or operations of the Company. The Company will vigorously defend these allegations.

Since the Company is not dependent upon the non-material revenues from Sweet Naturals, Management of the Company reconfirms its financial guidance for 2009 as disclosed in its press release issued October 30, 2009.

[KaOzz]

GLG Life Tech Corporation Announces Equity Financing and NASDAQ Listing Application

6:10 AM ET, November 6, 2009

VANCOUVER, BRITISH COLUMBIA, Nov 06, 2009 (MARKETWIRE via COMTEX) -- GLG Life Tech Corporation ("GLG" or the "Company") (GLG) announced today that it has filed a registration statement in the United States concurrently with a preliminary short form prospectus in all of the provinces of Canada, except Quebec. This will constitute the Company's initial public offering of common shares in the United States (the "U.S. IPO"). The Company proposes to offer 3,625,000 common shares (the "Offering"). In connection with its U.S. IPO, GLG has received conditional approval to list its common shares on the NASDAQ Global Market under the symbol "GLGL". Listing of the common shares on NASDAQ will be subject to GLG fulfilling all applicable listing requirements.

The Offering will be conducted through a syndicate of underwriters led by Canaccord Adams and GMP Securities L.P. and including Roth Capital Partners, LLC, Desjardins Securities Inc., and Wellington West Capital Markets Inc. (collectively, the "Underwriters"). GLG will agree to grant the Underwriters an over-allotment option to purchase that number of additional common shares of GLG equal to 15% of the common shares sold pursuant to the Offering, exercisable at any time, in whole or in part, up to 30 days from the closing of the Offering. The Offering will be priced in the context of the market with the final terms of the Offering to be determined at the time of pricing.

GLG expects to use the net proceeds from the Offering primarily for expansion of the Company's stevia processing facilities through registered capital payments to the Company's wholly-owned subsidiary Qingdao Runhao Stevia High Tech Company Limited. The balance of the net proceeds will be used for debt repayment, working capital requirements and other general corporate purposes.

In connection with the Offering and U.S. IPO, the Company effected a four-to-one (4:1) share consolidation of its common shares. The common shares are expected to start trading on a post consolidated basis on November 10, 2009. There will be no change in the name or trading symbol of the Company.

The common shares of GLG will be registered in the United States pursuant to a registration statement filed under a multi-jurisdictional disclosure system permitted for certain Canadian companies filing registration statements in the United States and are being offered by way of a short form prospectus in all of the provinces of Canada, except Quebec.

The registration statement has been filed with the United States Securities and Exchange Commission but has not yet become effective. The common shares may not be sold nor may offers to buy be accepted prior to the time the registration statement becomes effective.

This press release shall not constitute an offer to sell or the solicitation of an offer to buy nor shall there be any sale of these common shares in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction.

The Offering is subject to certain customary conditions and regulatory approvals, including the approval of the Toronto Stock Exchange, and in connection with the Company's listing application in connection with the U.S. IPO, to the approval of the NASDAQ. A copy of the registration statement can be accessed through the SEC's website at www.sec.gov and a copy of the preliminary short form prospectus is available online at www.sedar.com, and written copies are available from Canaccord Adams Inc., Syndicate Department, 99 High Street, 12th Floor, Boston, MA 02110. Tel: [phone].

[KaOzz]

GLG Life Tech Corporation Announces Successful Harvest of Proprietary Seed; Expected to Result in an Estimated 40,000 Metric Tons of Stevia Leaf in 2010

6:30 AM ET, December 10, 2009

VANCOUVER, BRITISH COLUMBIA, Dec 10, 2009 (Marketwire via COMTEX) -- GLG Life Tech Corporation (GLG)(US:GLGL) ("GLG" or the "Company"), the vertically integrated leader in the agricultural and industrial development of high quality stevia extracts, is pleased to announce that its stevia seed propagation program has achieved a significant success that is expected to result in considerable savings for the Company into the future. The GLG Huinong One proprietary strain has shown commercial viability in the field as a direct seed plant and is expected to enable the Company, in 2010, to generate up to an estimated 40,000 metric tons ("MT") of GLG proprietary stevia leaf grown directly from seeds without the use of greenhouses and seedlings as an intermediary step.

GLG's stevia research and development team, led by Chief Agricultural Scientist Qibin Wang, is pleased with this milestone development which enables the Company to eliminate spending long months growing seedlings in greenhouses which must then be uprooted, transported, and replanted into the field. The elimination of the greenhouse step is expected to also save time and labor for the farmers with whom GLG partners.

The GLG Huinong One proprietary strain contains significantly higher Rebaudioside A content, generates higher yields, and is also more disease resistant than the China common market leaf. The Company has been increasingly introducing its proprietary stevia strains into the Company's exclusive growing areas. In 2009, the Company estimates that 50% of its harvest contained GLG proprietary leaf. In 2010, the Company expects to have the ability to harvest 100% of its own proprietary leaf, which would meet capacity at each of its processing centers. This achievement is expected to lead to greater processing efficiencies due to greater leaf yields.

Chairman and CEO Dr. Luke Zhang states, "We believe the quality of our proprietary stevia leaf strain is unmatched. It is because of our agricultural team's hard work over the last 10 years that we have been able to maintain leading technologies in both agriculture and industrial processing. This enables us to continually improve the quality of our products and efficiency of our operations in order to maintain our competitive edge and leading position in the marketplace."

[wink]

Klasse News-Service....thx KaOzz...so war das gedacht!!!

[KaOzz]

Antwort auf Beitrag Nr.: 38.564.841 von wink am 14.12.09 18:16:14

Hi wink,

stevia ist doch mal ne echt gute alternative zu allen anderen süßstoffen.

Ich kenn mich zwar mit dem Süßstoff und Zuckermarkt nicht gut genug aus, um die Chancen von GLG einschätzen zu können. Aber solange die Firma wächst und gute Zahlen bringt, ist das auch egal.

Wäre natürlich angenehmer, wenn ein paar mehr Meinungen zum Zuckermarkt oder der Food & Beverage Industry eingestellt werden würden. Soweit ich weiß ist der Lebensmittelsektor an der Börse recht überschaubar. Aber wie gesagt, dass ist überhaupt nicht mein Metier.

Aber der Blick auf die Präsentation bei GLG ist schon sehr interessant gewesen

Im Anschluss noch ne Meldung,

Grüße,
KaOzz


============


GLG Life Tech Corporation Completes Construction on New Rebpure(TM) RA97 Refining Facility

6:30 AM ET, December 15, 2009

VANCOUVER, BRITISH COLUMBIA, Dec 15, 2009 (Marketwire via COMTEX) -- GLG Life Tech Corporation (GLG)(US:GLGL) ("GLG" or the "Company"), the vertically integrated leader in the agricultural and industrial development of high quality stevia extracts, announces it has completed construction of its newest facility located in the city of Qingdao, China. The facility will add an additional 1,000 metric tons of Rebpure(TM)(RA97 or rebiana) refining capacity per annum and enhance GLG's capability to meet growing market demand for high quality stevia products.

A grand opening celebration will be held on December 18, 2009 at the facility to celebrate the new plant opening. Trial runs have begun at the facility and line auditing will commence in the new year. It is expected that the new facility will come fully online during the first quarter of 2010 and will triple GLG's current Rebpure(TM) RA97 processing capabilities.

Dr. Luke Zhang, Chairman and CEO states, "We have diligently built a world-class stevia supply chain from seed to shelf. This new Rebpure(TM) RA97 factory coupled with our agricultural advances position us as a market leader. Stevia continues to gain acceptance worldwide as a healthy sweetening solution for food and beverage applications and GLG remains at the forefront of this developing and growing market."

For attendance inquiries concerning the Grand Opening Celebration on December 18, 2009 in Qingdao, China, please contact [e-mail].

[KaOzz]

Antwort auf Beitrag Nr.: 38.577.487 von KaOzz am 16.12.09 13:32:52

Außerdem denke ich, dass das Umsatz-Potential für stevia noch lange nicht ausgereizt ist.

In der EU ist das natürlich etwas schwieriger, weil der Zuckermarkt soweit ich weiß quasi-protektionistischen Bedingungen unterliegt. Meiner Meinung nach ist die Wirtschaft in der EU politisch bedingt nicht allzu dynamisch und ich vermute, dass es hier mit Stevia nur sehr schleppend vorwärts gehen wird...

[Schrauber1]

Kennt hier jemand noch andere Firmen die sich mit Stevia beschäftigen?
...auch vom Chinesischen Markt zB?

[KaOzz]

Antwort auf Beitrag Nr.: 38.713.831 von Schrauber1 am 12.01.10 00:35:25

Schau Dir mal Sunwin an.

[jerobeam]

http://www.prweb.com/releases/2010/02/prweb3583294.htm

[Neutracist]

GLG teuer. Gibt es irgendwo eine ernstzunehmende KGV schätzung für 2010 und 2011?

Auf den ersten Blick erschien mir GLG aktuell nämlich relativ teuer

Allerdings habe ich dann grob über den Daumen gerechnet:

GLG hatte zuletzt (3. Quartal) ein EBIDTA von 3.9 Mio USD ; und das noch OHNE die zuletzt (Dec/2009) in Betrieb gegange Produktionstätte in China, die den Stevia-Output ver3-fachen wird:
Siehe dazu 2 news aus Ende 2009:
http://finance.yahoo.com/news/GLG-Life-Tech-Corporation-iw-1…
http://finance.yahoo.com/news/GLG-Life-Tech-Corporation-ccn-…

Grob über den Daumen: 3.9 (Q3/2009) Mio x 4 ( aufs Jahr gerechnet ) x 3 (verdreifachte Produktion)= knappe 47 Mio USD (auf ein Jahr gerechnet). Marktkapitalisierung rund 200 Mio USD.....

Die Marge im neuen chinesischen Werk und die die deutlich höhere Produktivität die sich aus einer verdreifachten Produkton ergibt, sollte die Gesamtmarge sogar noch erhöhen können.

Ganz grob komme ich da auf ein mögliches KGV von etwa 4 - 4,5, welches in 2010 möglicherweise noch nicht ganz erreicht wird, aber in 2011 wohl sicher bzw. noch deutlich geringer liegt.

Wenn das Wachstum so weitergeht und die EU Stevia-Zuckerersatzstoffe in 2010 zulässt, dann winken hier gut 50 % (vielleicht mehr) auf 1-Jahressicht.

Hat sich schon jemand mit Purecircle hier beschäftigt ? Was sind eurer Meinung nach die Vorteile bzw. Nachteile gegenüber GLG ?

[Neutracist]

Kleine Rundschau an interessanten Links, die mir meiner Recherche untergekommen sind:

Aus der Zusammenfassung des American Stevia Congress (Februar 2010):
http://www.nutraceuticalsworld.com/contents/view/17865 (lesenswert !)
Kurzer Auszug: "According to Mintel, the stevia industry will grow to $2 billion (= "Billion" ist im Deutschen "Milliarde") by the end of 2011, up from $21 million in 2008. Additionally, Mintel’s research shows that more consumers have knowledge of stevia as a sweetener and that there are plenty of growth opportunities."

Situation Stevia in the EU
http://stevia.eu/stevia-%E2%80%93-situation-as-regards-autho…

"IN CASE OF A FAVOURABLE OPINION BY EFSA (European Food Safety Authority, www.efsa.europa.eu), the European Commission will start preparing a measure for the inclusion of steviol glycosides in the Community list of sweeteners. Such a measure will be prepared like in all other cases in close co-operation with experts from Member States in technical working groups, where foodstuffs and use levels are defined. The measure will be submitted finally for an opinion to the regulatory committee, the Standing Committee of the Food Chain and Animal Health. Upon a favourable opinion by this Committee, the European Parliament has a two month period to scrutinize the measure before it is eventually adopted by the European Commission and published in the Official Journal."

Und schaut was ich hier gefunden habe:
Laut der Agenda für ein EFSA meeting stand Stevia zur Diskussion, im sogenannten "ANS Panel" = das sind jenes EU-Expertengremium, welches die wissenschaftliche Stellung von EFSA zu Lebensmittelzusatzstoffen abgibt - in diesem Fall eben zu den Stevia-Zuckerersatzstoffen. Stevia wurde also DIESE Woche bei EFSA besprochen. Ich werde mal eine e-mail an EFSA schicken und fragen, wie lange es zu einer Veröffentlichung der EFSA Stellungnahme dauert..........


"Stevia Approval soon"
http://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=GL…

GLG Life Tech Vice CEO at the Stevia World Americas Conference:
http://www.cmtevents.com/eventposts.aspx?feedid=710&ev=10032…
DANONE R&D Chief: "I learned a lot, and I have much to do in the lab about applications to improve recipes with Stevia”- R&D Beverage Manager, Danone Group"

Next Stevia Conferences:
2nd Stevia World Asia on 20-21 April in Shanghai
2nd Stevia World Europe on 18-19 May 2010 in Geneva

[Neutracist]

Die Entscheidung zur EU Zulassung von Stevia-Zuckerersatzstoffen steht unmittelbar bevor! Vorrausetzung für eine EU weite Zulassung ist eine positive Bewertung der Sicherheit von Seiten der Europäischen Lebensmittelbehörde (EFSA). Fällt diese Bewertung positiv auf, werden alle maßgeblichen Player in der Lebensmittelindustrie auf eine zügige Entwicklung von Anwendungen und Einführung von Produkten hinarbeiten, denn die Zulassung durch die Europäische Kommission - im Falle einer positiven Bewertung durch EFSA, ist dann nur noch eine formale Sache.


EFSA webseite: http://www.efsa.europa.eu/en/anstopics/topic/additives.htm : The Panel is also looking at steviol glycosides, sweeteners prepared from the stevia leaf. Their safety assessment is expected to be finalised in the first quarter of 2010.

Und in der Tat: gab es am 9. März das Treffen der Experten ("ANS Panel Meeting"): siehe hier:

http://www.efsa.europa.eu/en/events/event/ans100309-a.pdf Unter Agenda Punkt 7.2 wurden die STEVIA Zuckerersatzstoffe besprochen.

Fragt mal selber nach, wann mit der Veröffentlichung der EFSA Entscheidung zu rechnen ist: http://www.efsa.europa.eu/en/contact.htm

Ich hab's getan

Die Zulassung der EU Kommission nur noch Formsache, in der Praxis fast irrelevant, ob dann im April, Juni oder gar August 2010, da die Firmen ohnehin eine gewisse Vorlaufzeit brauchen, bis die Produkte in die Supermärkte der EU gelangen.

[Neutracist]

Hatte ich vorher auch in SUNWIN thread gepostet: Text und VIDEO (!). Kommt zwar vom Marktführer, Purecircle, aber bezieht sich auf das Potential vo Stevia für die kommenden Jahre, vorallem, wenn dann endlich auch die EU das "OK" gibt. Und damit auch für GLG gleichermassen interessant:


Video sollte man sich als Stevia Investierte auf der Zunge zergehen lassen:
http://www.unquoted-analyst.com/media/Minsite/251108/251108_06_PureCircle.html

Reassuring numbers on Stevia's Market Potential Shared by William Mitchell, CFO of PureCircle.
Posted on : 18 Mar, 2009 There’s a lot being said about Stevia, but little available in terms of Solid market figures and concrete projections.

That’s why we were so excited to discover the video presentation by William Mitchell, CFO of PureCircle, made at the 2nd Agriprods Forum last year in November.

Mr. Mitchell shared some ground breaking revelations on the market potential of Stevia that we like to share with you. Here are some of the KEY points from his presentation:

- Stevia will become a major global commodity.- World demand for stevia leaves will exceed 6-8 Million metric tonnes a year in the next ten years.
- Rebaudioside A (Reb A), an ALL NATURAL zero-calorie sweetener derived from Stevia, can overtake chemical sweeteners in the sweetener markets, because consumers want ‘natural’ products.
- The markets for Reb A can touch US$10 Billion in a few short years!
- Reb A sweetener also has the potential to penetrate 20-25% of the sugar market.- Stevia is an exciting cash crop that can promise more returns than coffee, tea and tobacco!

[jerobeam]

GLG eher schwach vor den Zahlen nächste Woche.

GLG, SUWN, PURE im 2y-Vergleich (jeweils in Landeswährung CAD, USD, GBP)

[Neutracist]

Stevia-Based Product Successes Fuel New Launch Act
05.04.10 23:09

http://www.prnewswire.com/news-releases/...nch-activity-89900767.html

OAKBROOK, Ill., April 5 /PRNewswire/ -- PureCircle, the world's leading producer of Natural High Intensity Sweeteners, including Reb A, is pleased to provide this update on the latest developments in the global stevia market.

Stevia-based product launches continue rapid expansion globally. Thirty-five countries across six continents have now launched a stevia-sweetened product. According to Mintel, in 2010, 102 new products sweetened with stevia have been launched, with 37 new products launched in March alone.

Japan remains the global leader in stevia product launches, with the United States, South Korea, and Brazil showing increased activity in the month of March. Key categories that have benefitted from the use of stevia this month include beverages, dairy, confectionery, and sauces. The new "green" stevia table top category continues to grow share behind more than $70 million in media spending to date. Stevia has now surpassed both saccharin and aspartame in terms of dollar sales share and has partially contributed to the 2% decline in sucralose dollar sales compared to the same period in the prior year. This continued momentum in the marketplace is underscored by the unparalleled successes achieved by initial products to hit the market.

Tropicana's Trop50 juice has "the highest repeat purchase after trial than we (PepsiCo) have ever experienced. Not just in juice but across all of our beverage (portfolio)," said Massimo d'Amore, CEO of PepsiCo Beverages America at its investor meeting held on March 23, 2010. To continue the momentum with Trop50, new flavors were launched to extend consumption occasions beyond breakfast, tapping into the afternoon and snack occasions, which have also proven to be successful.

SoBe Lifewater's launch of zero-calorie, naturally sweetened beverages is evidence of how line extensions can reinvent a leading brand. Recent Nielsen data indicates that its zero-calorie skus represent four out of the top five skus for the brand. As a result, this month, the brand introduced two new zero-calorie items to the portfolio – SoBe Lifewater B-Energy in Black Cherry Dragonfruit and Strawberry Apricot varieties.
With proven success in the juice and hydration category, PepsiCo has now announced the planned introduction of stevia into the market-leading Gatorade brand, with the formulation of Natural G2 for the U.S. market. Stevia-sweetened G2 is already enjoying initial success in Mexico.

Additionally in March, Kraft introduced a new line extension of its Crystal Light drink mix called Crystal Light Pure Fitness. The Pure Fitness line contains no artificial sweeteners. It consists of Strawberry Kiwi, Grape, and Lemon Lime varieties, each with just 15 calories per serving.
To add to the tea category, Starbucks has announced plans to launch a line of naturally sweetened, zero-calorie Tazo iced teas using stevia. The first three all-natural varieties will be available in April 2010. Already available in the iced tea category is Lipton 100% natural iced tea and green tea sweetened with stevia, which was launched in February by the Pepsi Lipton Tea partnership.

The momentum for stevia continues in the confectionery category as well. In the U.S. Ragold has re-introduced Velamints, which is now naturally sweetened with stevia. The company also plans to launch stevia-sweetened Velamints in other markets later this year.
In Switzerland, Villars Maiitre Chocolatier, a Swiss chocolate manufacturer with a philosophy of not using any artificial colors or flavors, launched a low-in-sugar, 70% cacao chocolate bar that is the first chocolate bar sweetened with stevia. And in France, Abbaye de Sept-fons, launched NutriChoco a chocolate grain-based product made for making hot chocolate or desserts that are naturally low in calories.
"We are very encouraged to see the expansion of stevia-sweetened products in 2010. The continued movement into more countries, broader categories, and bigger brands, with excellent business results, is a great sign that the mainstreaming of stevia is accelerating," said Jason Hecker, Group Marketing Director of PureCircle Limited.

[Neutracist]

Stevia herb shakes up global sweetener market

http://www.independent.co.uk/life-style/...etener-market-1936518.html


Monday, 5 April 2010

A sweetener derived from the South American herb stevia is taking the global marketplace by storm, promising a zero-calorie product that also has the appeal of being natural.

The global market for stevia sweeteners has already hit 500 million dollars following US regulatory approval and could reach 10 billion dollars in a few years, according to market research firm Mintel. (Sunwin kann in den USA seit dem 24 März 2010, FDA "Letter of no objections" in diesem Markt gleichwertig mitspielen)

Stevia, which originated in Paraguay but has been used for decades in Japan and other Asian nations, got a major boost when the US Food and Drug Administration cleared the use of a stevia extract called rebaudioside A (Reb-A) in December 2008. (Also noch ein sehr junger, aber dafür umso schneller wachsender Markt, mit nur sehr wenigen Playern.)

Since then, stevia-based sweeteners have been adopted by big food and beverage giants such as PepsiCo, Coca-Cola, Nestle, Danone, Unilever and others, and are on its way to becoming a household name.

"Reb-A suppliers report huge growth in a market that is set to explode," Mintel said in a recent report.

"Reb-A and stevia is projected to penetrate 20 to 25 percent of the global sugar and sweetener market, which is currently still growing."

Others say the product comes at the right time with concerns growing in the United States and elsewhere about obesity linked to sugary soft drinks and other products.

"In an era with serious political and social and health ramifications of sugar and high-fructose corn syrup, stevia's new 'natural' label will give it a prime spot as the holy grail of sweeteners," says food policy consultant and blogger Naomi Starkman.

The Reb-A extract from stevia is an estimated 300 times sweeter than sugar, which means it is generally mixed with other ingredients for bulk and to ensure proper sweetening dosing.

It is being used in zero-calorie drinks or foods or reduced calorie items such as Coca-Cola's Tropicana unit's Trop50, which replaces sugar with a stevia extract called PureVia, produced by Malaysian-based PureCircle Limited.

"There is no other solution in the marketplace that can do what stevia can do," said Jason Hecker, group marketing director for PureCircle. (Tja, das ist FAKT: es gibt sonst keinen natürlichen Zuckerersatz ohne Kalorien!)

"It has a low glycemic index, so it can be used by diabetics and in diet products... and the product is natural."

The largest producer of stevia leaf is China, which has long supplied extracts widely used for sweeteners in Japan, where stevia has been used since the 1970s.

PureCircle buys the leaf from small farmers in various locations around the world, and operates its own farms in Paraguay and Kenya.

"Stevia is a wonderful sustainability story, it does help small independent farmers," Hecker said.

Another major stevia producer is US-based Cargill, which gets supplies through Canada's GLG Life Tech and markets the Truvia brand of Reb-A called rebiana used in Coca-Cola's Sprite Green, Odwalla drinks and other products including most recently, a yogurt mix from Breyer's.

"Consumers are more interested than ever in knowing where their food comes from and how it is made, continuing to ask for better-tasting, low-calorie, natural products. Truvia brand is answering that demand," said Zanna McFerson, a Cargill assistant vice president.

Most European Union countries still prohibit stevia, with the exception of France, which last year authorized a two-year trial period for certain stevia extracts.

Stevia producers hope for a favorable ruling this year from EU safety officials, and note that it is approved in many countries including Australia, New Zealand and Switzerland.

Yet stevia still has skeptics as well. Some claim it was hastily approved in the waning days of the administration of president George W. Bush as a favor to soft drink companies, after being banned for many years.

"It's hard to know whether stevia is safe or not, as research is minimal," says Marion Nestle, a professor of nutrition at New York University, who argues that it may be a stretch to call stevia products "natural".

"We can debate whether a chemical sweetener isolated from stevia leaves is really 'natural' but here's another problem: stevia doesn't taste like sugar," she said.

"Companies have to fuss with it to cover up its 'off' taste. And they must do so without detracting from the perceived benefits of its natural status." (Dazu haben wir WILD an Board !)

[Neutracist]

Die Quartalszahlen waren übrigens sehr stark:

http://ca.us.biz.yahoo.com/iw/100331/0602718.html?.v=1

Die Marktreaktion darauf fiel mit etwa +5 % aber moderate aus. Aber das kommt noch....

[KaOzz]

@neutracist

Die Wachstumspläne, die ich noch noch aus den etwas älteren Präsentationen in Erinenrung habe, waren umwerfend.

Ich hab mich ne Weile nich mehr mit den Zahlen befasst.
Danke fürs einstellen der Infos!

Warum ist eigtl. der Kurs nicht mehr oben links bei W:0 verlinkt?
Wurde das listing an den deutschen Börsen irgendwie verändert?

---


Für die Zwischenzeit mal ein paar Preiskurven aus anderer Quellen:

Langfristig:





Täglich:

[Neutracist]

die letzten Quartalszahlen publiziert am 31 März 2010 sollten hier nicht fehlen:

http://ca.us.biz.yahoo.com/iw/100331/0602718.html?.v=1

Press Release Source: GLG Life Tech Corporation


GLG Life Tech Corporation Announces Fourth Quarter and Fiscal Year 2009 Results
Wednesday March 31, 6:30 am ET


VANCOUVER, BRITISH COLUMBIA--(Marketwire - 03/31/10) - GLG Life Tech Corporation (TSX:GLG - News)(NASDAQ:GLGL - News) -
ADVERTISEMENT


- Revenues grew 323% to record $41.9 million from $9.9 million in 2008

- Net income improved by $11.4 million from loss of $10.6 million to profit of $0.8 million

- Earnings per diluted share for 2009 were $0.04 compared to 2008 loss of $0.60 per diluted share

- EBITDA for 2009 climbed $11.5 million to $10.5 million from ($1.0 million) in 2008

GLG Life Tech Corporation ("GLG" or the "Company"), a vertically integrated leader in the agricultural and industrial development of stevia extracts, including research and development, stevia plant growth, high purity extraction, marketing, and distribution, announces financial results for the fourth quarter and fiscal year ended December 31, 2009.

Business Highlights

Full Year 2009 Revenues Climb 323%

For the year ended December 31, 2009, revenue increased $32.0 million, or 323%, to $41.9 million from $9.9 million in 2008. Net income increased $11.4 million to $0.8 million, or $0.04 per diluted share, from a loss of $10.6 million, or ($0.60) per diluted share, in 2008.

Revenues were derived entirely from the sale of GLG's high grade stevia extract products. One of the primary drivers to the increase in stevia revenues was new production capacity coming on line at the Company's Mingguang and Dongtai facilities during the first quarter. Leaf processing increased from 5,000 metric tons ("MT") per year to 41,000 MT. The Company believes that market demand for its stevia products continues to grow as food and beverage makers further develop and launch new products containing the all natural sweetener.

Fourth Quarter Revenue Up 185%

Revenue for the fourth quarter ended December 31, 2009 was $13.3 million, an increase of 185% from $4.7 million in the 2008 fourth quarter. Net income increased $7.6 million to $0.5 million, $0.02 per diluted share, from a loss of $7.1 million, or ($0.40) per diluted share in the year ago period.

EBITDA Continues to Strengthen

For the fourth quarter ended December 31, 2009, EBITDA was $4.6 million, or 35% of sales, versus the negative $0.1 million in EBITDA for the 2008 fourth quarter. EBITDA for the twelve months ended December 31, 2009 was $10.5 million, or 25% of sales, a significant increase from the negative $1.0 million in EBITDA for 2008. Management had previously guided an upper range for EBITDA margin of 22% of revenues for the full year. The main contributing factors to the continued improvement in EBITDA were higher fourth quarter stevia revenues and gross profit, reduction in one-time new facility related start up costs as well as the impact of the Company being able to use its Huinong One proprietary leaf strain, which contains approximately 60% Rebaudioside A.

Product Development and Production

In 2009, GLG continued its focus on product development and production infrastructure. The Company is currently poised to capitalize on the increasing demand and mainstream acceptance of natural stevia plant extracts as an alternative to artificial sweeteners and high fructose corn syrup and as a complement to sugar in a blended capacity for the reduction of caloric content in food and beverages.

New, Fully Operational Leaf Processing Plants: GLG completed food safety audits to bring its two new stevia leaf processing plants into operation during the first quarter of 2009, adding 36,000 MT of processing capacity for a total of 41,000 MT, a 720% increase over 2008 leaf processing capacity.

During the fourth quarter, a new Rebpure™ RA97 refining facility in Qingdao, China was completed, providing an additional 1,000 MT of RA97 capacity. The new facility has been constructed following food grade "Good Manufacturing Practice" (GMP) standards and key components were constructed following pharmaceutical grade GMP standards. The plant is currently operational with final certifications expected to be completed during the first half of 2010. This new facility enables GLG easy access to ship, air, and rail for product movement, increased capacity for secondary processing, and positions the Company to further meet current and anticipated demand.

High Grade Stevia Extract Production Quadrupled as Compared to 2008 Average Production Rates: With two new leaf processing facilities in operation in the first quarter of 2009, GLG increased monthly primary processing and extraction from an average of 10 MT in 2008 to 40 MT. With the addition of the Qingdao plant adding additional refining capacity, the Company in 2010 is expect to be able to produce 1,500 MT of RA97 high grade stevia extract.

2010 Harvest: GLG is prepared for and anticipates a successful 2010 harvest and is contracted with more than 200,000 trained farmers within its exclusive stevia growing areas in China. The Company continues to receive significant support from local Chinese government agencies within these areas.

In 2009, GLG successfully completed its stevia seed propagation program with its proprietary strain demonstrating commercial viability in the field as a direct seed plant, eliminating the costly use of greenhouses and seedlings as an intermediary step. More than 10 years of natural breeding technology has generated the GLG proprietary seed, resulting in a leaf that has three times the amount of sweet glucocides of other stevia leaves. This enables the Company to achieve higher yields, greater processing efficiencies and greater batch to batch consistency for final production. GLG anticipates that its seeds could generate up to an estimated 40,000 MT of high quality, proprietary stevia leaf in the 2010 harvest. This would ensure that 100% of the Company's input needs were supplied through its own proprietary crop, which will meet capacity at each of its processing centers.

Business Development

GLG also made progress in its efforts to increase commercial adoption of its high grade stevia extract. Key business development highlights include:

Received US$40.5 Million Stevia Extract Order from Cargill for TRUVIA™: In May 2009, GLG received an initial order from its premier strategic partner, Cargill, valued at US$40.5 million for the delivery of high grade stevia extract beginning October 2009. Further, GLG agreed to make additional product available to Cargill for a possible increase in the order size.

Cargill recently reported that it achieved an eight percent share of the US alternate sweetener market since launching its Truvia™ tabletop product against Splenda, Sweet'N Low and Equal. Cargill also announced it currently has more than 100 stevia-specific projects underway.

GLG Direct Sales Team Announced: In 2009, GLG hired three experienced sales and marketing executives from the beverage and sweetener industries in order to accelerate commercial acceptance of its high grade stevia extracts. The Company appointed Alan Martin and Jack Tokarczyk as Vice Presidents of Sales, and James E. Kempland as Vice President of Marketing. The new additions will focus on the development of Rebpure™ RA97 high-grade stevia extract sales for the growing global market.

Corporate Developments

In 2009, the Company took steps to ensure it could invest in growing its operations to meet increasing global demand for its natural stevia plant extracts.

Additional Credit Facilities Secured: GLG was granted an additional credit facility of RMB 250 million with the Agricultural Bank of China, which at current exchange rates will provide GLG approximately $42 million in capital. The facility provides additional financial support, and the Company believes it underscores the Chinese government's support for the Company's operations and business developments.

NASDAQ listing: On November 20, 2009, GLG commenced trading on the NASDAQ Global Market under the symbol "GLGL", increasing the Company's visibility within and its access to the U.S. equity markets. GLG's common shares are now dual listed on the Toronto Stock Exchange and the NASDAQ Global Market.

In conjunction with its NASDAQ listing, the Company completed a public equity offering of 3,625,000 common shares raising aggregate gross proceeds of US$27.5 million. The underwriters of the equity offering had purchased an additional 543,750 common shares of the Company for gross proceeds US$4.1 million. This brought the total gross proceeds raised from the public offering to US$31.7 million.

Market Development

The Company believes that growing consumer preference for all-natural products, together with increasing rates of obesity and diabetes, is driving demand for an all-natural, zero-calorie sweetener. Additional consumer, governmental and social pressures are also fueling the need for U.S. food and beverage companies to create better-for-you products that help lower caloric intake. According to an August 2009 report published by Mintel International Group Ltd., United States retail sales of products containing stevia reached $100 million in 2009, including tabletop sweeteners and food and beverage products. The market is expected to reach $2 billion by the end of 2011. Also, according to Mintel, more than 115 new food and beverage products containing stevia were launched in the United States in the first seven months of 2009 by leading global food and beverage companies.

Stevia natural plant extracts are creating an entirely new category of sweeteners that offer non-caloric and heat-stable sweetening systems with superior taste, and without artificial chemicals. According to research, new product launches and consumer adoption is occurring rapidly which could enable stevia to quickly becoming a mainstream tabletop sweetener and food and beverage ingredient. Additionally, new developments using stevia blended with sugar enables an all natural sweetening system that reduces added calories in food and beverages, while maintaining a positive taste profile and providing consumers a naturally sweetened product.

The current global market for stevia as an ingredient, according to Mintel, is estimated at $500 million. The European Union is expected to approve the use of stevia extracts as a food ingredient within the first half of 2010. GLG believes that this market could adopt stevia at a faster rate than others, given European consumers' overall healthier dietary habits.

Emerging markets, such as India and China, are also growth opportunities for GLG's stevia extracts, given the high instances of Type-2 diabetes in both countries. According to a study published in March 2010 by the New England Journal of Medicine, an estimated 92.4 million adults in China have Type-2 diabetes. In India, an estimated 50.8 million people are afflicted with the disease, according to the International Diabetes Federation. (Source: http://www.businessweek.com/news/2010-03-24/china-tops-world… GLG is currently working on development opportunities in these markets.

Additional discussion of GLG's market outlook can be found later in the release under "Revenue Outlook 2010".

Fourth quarter 2009 and Year End Financial Results Highlights

The following results from operations have been derived from and should be read in conjunction with the audited consolidated financial statements of GLG for the period ended December 31, 2009, and its audited consolidated financial statements for previous years. Certain prior year's figures have been reclassified to conform to the current financial information presentation.

[Neutracist]

GLG looks for sweetener deals following European OK

http://www.reuters.com/article/idCAN1416921620100414?rpc=44

TORONTO, April 14 (Reuters) - Canadian biotech company GLG Life Tech (GLG.TO) said on Wednesday it plans to ramp up its search for partners to market its stevia natural sweetener after a European regulator ruled the product is safe for use in food.

The favorable decision from the European Food Safety Agency could result in final Europe-wide approval for the stevia sweetener, which is derived from the sunflower plant, in the next six to nine months.

Last year, the U.S. Food and Drug Administration said stevia is safe for use in food and beverages in the United States. China, Japan, Australia and Russia are among the countries that have already approved stevia.

In Europe, Vancouver-based GLG is focusing on the French, Italian and German markets.

"We are simply confident of a growing market that is going to take an important place in the world of sweeteners," said David Bishop, the company's executive vice-president of international affairs.

The global sweetener market was estimated to be worth about $58.3 billion in 2009, with sugar accounting for about $52.3 billion and all other sweeteners worth about $6 billion. The current global stevia market is worth about $500 million, but GLG expects it to reach $2 billion by the end of 2011.

Bishop said GLG is in talks with a number of companies in Europe to distribute and market the sweetener. Given that final approval of the substance is not expected for at least six months, he said they would take their time in striking deals.

Desjardins Securities analyst Maher Yaghi said that the U.S. market for the product could prove to be much more lucrative because of the rising obesity rate and its push for healthier products.

"The U.S. market is much more receptive to products using stevia than Europe," he said. "The obesity level in the U.S. is greater so people are looking to reduce their calorie content much more."

Last year GLG inked a $40.5 million deal to supply high grade stevia extract to U.S. food processor Cargill [CARG.UL]. Cargill has an 8 percent share of the U.S. alternative sweetener market through its Truvia sweetener.

GLG shares closed 0.5 percent higher at C$7.39 on the Toronto Stock Exchange on Wednesday after touching a high of C$7.50 earlier in the day. ($1=$1.00 Canadian) (Reporting by Scott Anderson; editing by Peter Galloway)

[Neutracist]

new Deals with biggest Austrial Sugar Company and Deal in Latin America

http://www.reuters.com/article/idCAN1623458520100416?rpc=44

Signs deals with Sugar Australia and Essentia Stevia

* Stevia market worth about $500 million in 2009 (Adds details; in U.S. dollars)

TORONTO, April 16 (Reuters) - Canada's GLG Life Tech (GLG.TO) said on Friday that it had reached agreements in Australia and Latin America to distribute its stevia line of natural sweeteners.

The Vancouver-based company signed an agreement with Essentia Stevia for the distribution and marketing of GLG's high stevia extracts in 18 countries throughout Latin America.

The second agreement, with leading Australian sugar refiner Sugar Australia, is subject to certain conditions.

The value of the deals was not available.

The value of the global sweetener market was estimated at about $58.3 billion in 2009, with sugar accounting for about $52.3 billion and all other sweeteners, about $6 billion. The current global stevia market is about $500 million, but is expected to reach $2 billion by the end of 2011. ($1=$1.00 Canadian) (Reporting by Scott Anderson; Editing by Lisa Von Ahn)

[Neutracist]

2010-4-15 Top 10 News
EU opinion could nudge stevia in the U.S.http://www.enlife.net.cn/onews.asp?id=1081

By Matt Casey

An opinion published Wednesday by the European Food Safety Agency could have a ripple effect on U.S. food and beverage products, stevia production insiders report.

The opinion will likely trigger the EU to confirm World Health Organization guidelines for the safety of stevia-based sweeteners, according to Dave Bishop, vice president of international affairs at stevia-sweetener producer GLG Lifetech Corporation. The WHO deems safe all stevia sweeteners that are at least 95 percent steviol glycoside (the collection of chemicals that give the stevia leaf its taste).

That will have no direct impact on the U.S. market, Bishop said, because, while early products approved for the U.S. market required 95 percent or greater purity of steviol glycoside rebaudioside-A, the United States Food and Drug Administration has already approved products that meet the less-stringent WHO standard.

But the opinion could have an indirect effect. Bishop called Europe a key market in making stevia into a global sweetener, and the approval could give U.S. food and beverage companies greater confidence in using it.

Florence Berglund, head of marketing and communications for Real Stevia-producer GRANULAR AB, said the decision could encourage food and beverage companies to move away from rebaudioside-A-focused stevia sweeteners, which could ease global supply.

Regardless of this decision, both companies were bullish on the future. Berglund said her company expects scale and improved production techniques to steadily decrease costs, while Bishop noted that 600 new stevia-sweetened products launched worldwide last year.

[KaOzz]

Antwort auf Beitrag Nr.: 39.358.511 von Neutracist am 19.04.10 00:02:54

Sehr interessant, dass der Kurs kaum auf die glänzenden Geschäftsjahreszahlen reagiert.

Cargill ist der Hauptabnehmner des Rohmaterials von GLG und sie produzieren damit ihren Süßstoff Truvia, der in den US-Regalen steht aber den Verbraucher durch bedenkliche Nebenwirkungen verunsichert. Da wird nach aktuellem Stand der Dinge so ziemlich alles von der zukünftigen Zusammenarbeit abhängen und wie sich das Produkt am Markt behaupten kann.

Die Nachricht vom 16 April kommt von daher äußerst gut gelegen, weil das Abnehmerrisiko durch Cargill etwas verringert werden kann, falls die Zusammenarbeit mit Cargill doch nicht den erwarteten Erfolg hat... Das ist eigentlich auch ne absolut positive Meldung.

Da liegt die Annahme nahe, dass der Kurs anzieht, wenn der Newsflow so positiv bleibt und die die Gewinne bei anziehenden Umsätzen steigen.

Grüße!


---


Stevia success gives GLG Life Tech 323% revenue boost

By Caroline Scott-Thomas, 01-Apr-2010

GLG Life Tech has reported a 323 percent increase in revenue during 2009 as food and drink manufacturers continue to develop and launch new products containing its stevia-derived sweeteners.

Revenue for the full fiscal year to December 31, 2009 increased to $41.9m from $9.9m in 2008, when the company experienced a loss in net income of $10.6m. In 2009, GLG’s net income increased to $0.8m.

The company, which grows, markets and distributes stevia extracts, is also involved in research and development work with the plant-derived sweetener and, along with rival stevia company PureCircle, supplies Cargill with Reb A stevia extracts for its Truvia-brand sweetener.

GLG Life Tech said its increased revenue was primarily due to extra capacity being added at its Mingguang and Dongtai facilities during the first quarter, with leaf processing jumping from 5,000 metric tonnes a year to 41,000 metric tonnes.

The US market for stevia-derived sweeteners, which are natural and calorie-free, opened up in December 2008 when the Food and Drug Administration (FDA) issued GRAS (generally recognized as safe) no objection letters for the stevia extract Reb A at 95 percent purity or above for use in food and drink.

After the first full fiscal year of commercial Reb A use in foods and beverages in the United States, GLG Life Tech remains optimistic about further growth ahead, as stevia-sweetened product launches continue in 2010. Products sweetened with stevia launched this year include Kraft’s Crystal Light Pure Fitness and Breyers’ YoCrunch 100-calorie yogurt. GLG added that Cargill claims it is currently working on more than 100 stevia-related projects with customers.

“The Company believes that market demand for its stevia products continues to grow as food and beverage makers further develop and launch new products containing the all natural sweetener,” GLG Life Tech said in its financial report.

Also this week, GLG announced that it was severing ties with Weider Global Nutrition, with which it had formed the joint business Sweet Naturals in September 2008, ahead of FDA GRAS. The business break-up followed a legal row over the conditions of the partnership.

Both companies have now agreed to drop legal action against each other without payment and continue to market their stevia-derived sweeteners and related products separately.

http://www.beveragedaily.com/Formulation/Stevia-success-give…

[KaOzz]

Apr 14, 2010 12:08 ET

Statement of GLG Life Tech's Executive Vice President, International Affairs David Bishop Regarding the Positive European Food Safety Authority Safety Assessment for Stevia

VANCOUVER, BC--(Marketwire - April 14, 2010) - "GLG Life Tech applauds the European Food Safety Authority's (EFSA) positive opinion on the safety of steviol glycosides. Stevia is an important option for food and beverage manufacturers as it is a natural, healthy, pure-tasting and calorie-free alternative to other sweeteners. Stevia enables food and beverage manufacturers to provide consumers with healthier choices. This is a significant step forward for the industry and we look forward to introducing our high quality stevia extracts in Europe.

GLG Life Tech is well positioned to take advantage of EFSA's findings. We plan to collaborate with current and potential customers to develop and deliver products made with stevia to European grocery shelves.

We are confident that our capabilities and investment in a global business infrastructure enables us to be the leading supplier for this new market. We tripled production capacity of our high quality stevia extracts during 2009 which positions GLG Life Tech to meet anticipated demand for the European marketplace."

[KaOzz]

Aus der Technik kann man eigentlich bei GLG nicht viel herleiten.




Klar ist, dass der Kurs in der Nähe der Unterstützung bei 7 CAD herumlungert und dass diese Marke einen guten Halt bietet. Nach oben hin gibts kaum Impulse, aber man kann die 8,50 CAD als erste Haltestelle anvisieren, wenn der Kurs sich irgendwann durch den 38er SMA durchbeist.

Den Bereich zwischen 7 und und 8,50 CAD würd ich aber tendentiell als zähen Widerstandsbereich beurteilen.

Hat eigentlich mal jemand die Shareholder Structure parat???
Ich würde gerne wissen, wie die Eigentumsverhältnisse sind.

Grüße!

[jerobeam]

Antwort auf Beitrag Nr.: 39.368.957 von KaOzz am 20.04.10 17:16:51

Cargill ist dominanter Aktionär.

[jerobeam]

Antwort auf Beitrag Nr.: 39.369.883 von jerobeam am 20.04.10 19:13:25

hier die genauen Daten aus der letzten Präsentation:

18.2% Skyland International
12.9% HZ Health Management
10.3% Pacific Marketing Consultants
6.6% Cargill (incl. Black River)
6.4% Dr. Luke Zhang
5.2% Brian Palmeri

[KaOzz]

Antwort auf Beitrag Nr.: 39.369.972 von jerobeam am 20.04.10 19:26:27

Oh, Danke vielmals!

Stimmt, der Black River Asset Management Hedge Fonds ist das Anlage-Vehikel von Cargill.

Damit sind knapp 60% in festen Händen, die sich allerdings nocht etwas streuen. Hatte schon befürchtet, dass alles in der Hand eines einzigen Investors liegt oder die Chinesen schon drauf und dran sind, den Laden zu "übernehmen".

THX

[KaOzz]

Canaccord Adams Maintains a 'Buy' on GLG Life Tech (GLGL); Comments From Road Show with CFO

April 20, 2010 11:51 AM EDT

Canaccord Adams maintains a 'Buy' rating on GLG Life Tech (Nasdaq: GLGL), price target $11.

Canaccord analyst says, "We expect 2010 will be a year of significant business development capitalizing on the infrastructure build during 2009. The market opportunity remains robust, with the European Food Safety Authority (EFSA) issuing a positive opinion on the use of stevia in food and beverages. The EFSA is notoriously strict in its guidelines, making this an important industry development. Stevia now moves closer to EU approval, which we expect to be fully complete by early next year. Additionally, GLG has signed distribution deals in Australia and South America. We expect no immediate material impact to revenue, but believe that market developments are the primary driver of GLG's shares given the early stage of the industry and the potential size of the ultimate market."

To see all the upgrades/downgrades on shares of GLGL, visit our Analyst Ratings page.


Quelle: http://www.streetinsider.com/Analyst+Comments/Canaccord+Adam…

[Plutos3]

Lebensmittelriesen starten die Zucker-Revolution
Eine Marktanalyse von Dirk Müller
Eine gigantische PR-Maschinerie läuft an: Die großen Lebensmittelkonzerne verdienen immer weniger mit klassischen Süßstoffen, nun kreieren sie einen neuen Absatzmarkt. Das Wundermittel heißt Stevia, ein indianischer Zuckerersatz ohne Kalorien - die Branche hofft auf ein Milliardengeschäft.
http://www.spiegel.de/wirtschaft/unternehmen/0,1518,687925,0…

[WiseJohn]

kann mir bitte jemand helfen:

warum bewegt sich GLG nicht nach so guten Zahlen und so exzellenten Zukunftsaussichten?

warum bewegen sich auf der anderen Seite Sunwin und PureCircle? haben sie andere Business Modelle, Märkte, Kunden etc?

wie ist der Stevia Markt aufgeteilt, wer ist market leader und mit wieviel % ?

Kann man sich irgendwie auch an Cargill beteiligen ... ist glaub ein Familienunternehmen.

Vielen Dank fürs Feedback