Purecircle Share Discussion Threads

[sleveen] 07/7/2009 11:15

nurdin...that thought had struck me also. IMHO this may fall back to 150p support level but as always DYOR

GLA

[nurdin] 07/7/2009 09:19

Market starting to factor in a profits warning...possibly tomorrow.All a guess though :o)

[spudders] 06/7/2009 21:41

Setting up for a bounce off the 100 day ma. bwdik

[sleveen] 06/7/2009 09:13

just sold ...I don't like the look of the current fall

[foodcritic] 06/7/2009 07:55

Hi biggestartist,

Sorry I know nothing of this although it does look interesting and I will hopefully have time today to have a read-up.

FC

[foodcritic] 23/6/2009 20:23

Gabrielle Reece Shows Natural is Beautiful in New PureVia(TM) Campaign

[henryatkin] 23/6/2009 17:22

Felix ... more winners than losers is not the answer. 60% winners and 40% losers can become 50/50 if the spreads are wide and cost are high. Things ain't always what they seem. I don't go in for 'think' and 'believe' but trade on fundamental value as of now - not what might or might not happen next year. I use a simple formular that serves me well for value investing which is the share price now over or under 1x net tangible assets per share + 10x divi if there is any. Its a simple approach based on modified Ben Graham. Simons short trades usuall fit well as overvalued on this measure. So I reiterate that he is trading (or should I say gambling) a punt or gut feeling which I didn't think was his usual style - maybe I am wrong.

[nurdin] 23/6/2009 16:57

Volumes are not the only thing the forecasts are based on....assumptions of operating margins are also a key.

In my opinion,PURE will quite likely meet volume targets but profits could fall well short of expectations as the brokers have assumed much higher levels of margins at this stage of their development.Do bear in mind that they have recruited some heavy weight marketing directors which will have added quite a bit to the operating costs.Production efficiencies also need to be ramped up for their newer facilities which all takes a bit of time.

I have sold quite a large portion of my holding but will buy back once I am satisfied that the longer term prospects for PURE are intact.

[felix99] 23/6/2009 16:23

The forecasts are based on selling certain volumes - which ultimately is related to how much Pepsi etc decide to switch off sugar or asparthame for stevia drinks or food - which is in turn related to public demand for stevia drink / foods

All he is pointing out is that the mkt cap of the company and share price is related ultimately to how much it will sell this year next year etc etc and how fast that volume will grow.

All Simon perceives is that the actual growth in demand and therefore profit is not going to happen as fast as share price implies. - either cos volumes won ;t switch as public doesn;t like stevia or perhaps becuase the world can;t produce enough stevia to replace sugar or asphartame yet.

You beleive what you want Henry , Simon beleives what he wants - and market via share price will beleive what it wants.

All share price represents is what current buyers and sellers think of its prospects and valuation and is affected by overall mkt fundies too - whether you think that is fair or not.

Personally I have reservations that PURE will meet its volume tonnage targets for this year. That just implies slower growth and therefore a lower rating than here - and therefore a lower share price.

All Simon has done therefore is bet on this. Some he wins some he loses . As long as you have more winners than losers hey ho .

[henryatkin] 23/6/2009 15:39

Simon .... I usually have a high regard for your trades because of your sound fundamentals judgement. Sadly on this occasion I think you have got it wrong. Your argument is directed at the Brokers report rather than the company finances. Also to talk of Labour spin when all you base your trade on is talk of 'overrated in relation to probability and possibility' is rather like the pot calling the kettle black. The statement is pure (pardon the choice of word) spin. Turning to fundamentals I see worthy contracts and a share price at less than 10x net tangible assets per share. Am I missing something???

[spudders] 22/6/2009 18:32

Treeshake by the looks, maybe ins want to get in at lower levels before more approvals. BWDIK DYOR

Cawky - Was that your 1K sell

[foodcritic] 19/6/2009 09:14

SoBe Lifewater Gets Social This Summer

[sheeneqa] 15/6/2009 09:39

TIDMPURE

RNS Number : 8749T
PureCircle Limited
15 June 2009

?




PURECIRCLE LIMITED
("PureCircle" or "the Company")


Notification of a Major Interest


PureCircle (LSE PURE), the world's leading producer of Natural High Intensity
Sweeteners, including Reb A, has been notified by Fidelity Management and
Research LLC that it now holds 6,688,078 shares in the Company, representing
5.04% of the issued share capital.

[2baffled] 12/6/2009 23:28

Foodcritic;

A 'Quikie' over on Rainmakers 22bag thread, please.

2b..

[foodcritic] 12/6/2009 12:56

Givaudan Identifies Reb-A Bitter Taste Receptor

[haroldthegreat] 02/6/2009 16:17

with drugs one can now get europe wide approval as with alli in the past 2 months

[nurdin] 02/6/2009 10:17

Breaking out :o)

[nurdin] 02/6/2009 07:34

Hi FC

Yes I was expecting Reb-A approval in France in November...but seems to me this will come earlier than expected.Could France trigger a domino effect in the rest of Europe?

Cheers for the links

[foodcritic] 02/6/2009 07:15

Supply Chain Investment Key to Stevia's Competitiveness

[foodcritic] 02/6/2009 07:11

Hi nurdin,

this may be of interest and answers my own question.



FC

[foodcritic] 22/5/2009 10:55

Can the French go it alone? Need to check with one of my EU legal colleagues. But look forward to EU approval soon hopefully.

I often run the idea of a natural sweetener with zero cals etc... past people I work with in the food industry. Not one person I have spoken to is aware of Reb-A, but all like the concept.

If only someone could do the same for salt (flavour enhancement & preservative but without the health problems)......££££££