Purecircle Share Discussion Threads

[darlocst] 04/3/2009 20:06

I guess you should stick with RCG then donut.

People were saying the same thing about CLE as it went all the way from £3 to £19. Thats the type of potential with PURE.

One step at a time though, they are making good progress so far.

EDIT: spot on smarm.

EDIT 2: Anyone else see the one thing missing from PURE's report today? The total lack of mention of the economic recession. Makes a refreshing change. Of course, the segment that PURE operates in has enormous growth opportunities even in the current environment.

[donutulike] 04/3/2009 19:56

The old executional risk?

[smarm] 04/3/2009 19:47

If you folks talked less and read more then you would be reading the broker note produced in October last year but you don't want facts do you. No.

Well they aren't facts, they are just estimates but they quite clearly show the path that could be trodden here.

Profits estimated to be 143m, yes, that's right, 143m by 2011. Now let me see...if the price stays exactly where it is then that would be profits of 143m on a cap of 215m. Put that another way, if you bought the company for 143m you would get your money back in less than 2 years.

So whatever you think is in the price is in the price....for you. Not for me.

OK...for 2009 profits are more modest at 15m and that does leave it looking a little expensive. 2010 estimate is 55m. 55m profits on a cap of 215...oh yes, shockingly expensive.

So what do you think someone would have to pay to buy it? Remember, 2011 profit forecast is 143m....???? Growth company....er.....£1.60? I don't think so, do you?

Oh well, get it or be gone....you either see the potential or you don't.

Of course the contracts may not come and the profits might not follow but as things stand it's about the most exciting growth story as I can find on the stock market today.

Chin chin.

S

[donutulike] 04/3/2009 19:23

We are not all taciturn, WMJ

[williemanjaro] 04/3/2009 19:20

papalprat never has a point as no one in their right mind takes any notice.

donutulike-living as someone who appears upon every thread, every minute of the day-you`d make more sense if you posted less!

[donutulike] 04/3/2009 19:10

Despite PapalPrat being irritating, he does have a point: which is that a lot of profit growth is already in the price.

What would PURE have to do op profits-wise within 3 years for there to be a fully justified share price increase?

Quite a lot.

[dia43] 04/3/2009 18:20

sleveen; cheers i check it out.

[sleveen] 04/3/2009 17:50

presentation's available on the website

[dia43] 04/3/2009 17:42

I wonder what the analysts made of the presentation, this morning?

[pitwits] 04/3/2009 16:29

smarm - we can only hope!

[foodcritic] 04/3/2009 15:48

Rampartists - LOL!

[smarm] 04/3/2009 15:32

PitWits - so would I but as you noted the poster just didn't answer the question.

S

[pitwits] 04/3/2009 14:05

Well, little action on these results, I guess because things are simply "on track". I don't find this BB too busy. I think everyone invested here is aware of ramifications for growth companies when targets are not achieved. The last few paragraphs of the chairmans statement sum up pretty nicely what we are paying for.

Events are moving on at a pace in the wider market. With widespread regulatory clearances and many major product launches, it is clear that this is going to be a large global industry.

PureCircle is the undisputed market leader. We are demonstrably scaling our business rapidly and we have robust plans in place to keep doing so.

This is an exciting time for PureCircle. As with all businesses, but we look forward to reporting on further progress.


PS, I would also be delighted to hear about some other stocks with excellent prospects like this one, on lower valuations!

[smarm] 04/3/2009 13:14

JDaviesHome

Nobody is saying there is no risk here. Nobody is saying it is cheap but when you start to run through the revenue prospects if they can just garner a corner of the sugar/artificial sweetener market then the prospects are better than any other AIM share I can think of.

This is a quiet thread....since you think we are all 'rampartists' and you have failed to mention even one share you think is better, I suggest you quietly move on and leave us to it.

S

[jailbird] 04/3/2009 13:07

hmmm

yes,

i have PE 17.86 for 2009..

[nurdin] 04/3/2009 13:04

Brokers forecasting earning s of 19.6c for the current year ending June 09...rising to 78.2c in 2010.PE for next year is close to 3.

[jailbird] 04/3/2009 13:00

nurdin,

i totally agree, the positive health benefits over sugar is obvious.

mkt cap is £213M..broker forward PE17.86...i do believe next year and ongoing is extremely exciting, but i feel i may get a better opp to add a few more cheaper.

[nurdin] 04/3/2009 12:55

jenson..obesity is one of the primary causes of diabetes.Replacing calorific ingriendients in the most consumed items like drinks ,cereal and desserts is a major step towards helping to prevent the onset of diabetes.It also helps diabetic patients with a sweet tooth.

Artificial sweetner are chemically fabricated and their health saftey is still in question.Consumers and Government healthcare deparments are therefore naturally excited about the introduction of natural sweetner like Reb-A

[jdavieshome] 04/3/2009 12:52

There are so many that could have "prospects" what matters is turning prospects into real growth.

Jam tomorrow stocks on PERs of times 80 are not going anywhere and should really be back down to 40 before too long and then down from there again too.

Too many rampartists in this one, watch them pile out now as April/May comes!

[smarm] 04/3/2009 12:48

JDaviesHome - OK, let's see the list of AIM shares that you think have better growth prospects than PURE.

S

[jdavieshome] 04/3/2009 12:46

Earnings of 1p.

Share price 160p.



I can think of many more growth companies on AIM with no debt and cash in the bank and good earnings who are on a PER of around times 3.

This is on about times 80, which means lots of hype is in the price, get ready for price crash April/May for PURE in my opinion.

[cockneyrebel] 04/3/2009 12:43

I believe you :-)

Growth stocks move on newsflow more than current earnings imo.

CR

[jenson joyce] 04/3/2009 12:42

With diabetes running at record levels in todays society, which is in no small way down to the amount of sugar in the food we buy, what effect would Reb-A have if it replaced current sweetners. I am assuming it will make a positive difference. Am I right in that assumption? If so this is a great long term play.

[nurdin] 04/3/2009 12:34

PURE are already working with a number of food manufacturers to help them incorporate Reb-A into their products(eg Kellogs).Your view that orders will be announced in next few weeks/months is spot on CR...take it from me :o)