Purecircle Share Discussion Threads

[cnx] 26/1/2010 16:08

a very full report but i am not so sure about the barriers of entry being high (mentioned)

[a1samu] 26/1/2010 11:43

Good thanks cestnous, fair value between 300p and 430p, as per page 29.

I am holding to these levels and beyond.

[cestnous] 26/1/2010 10:48

All you ever needed to know about PURE

[spudders] 22/1/2010 16:05

Tipped in trendwatch yesterday :) They are a bit wary of the wild swings in the share price

[spudders] 14/1/2010 15:13

More good news. Plenty of acarage now. Good luck all :)

[angusf27] 18/12/2009 14:12

In its own statement to the Singapore Stock Exchange today, Olam stated that "it has acquired additional interests in PureCircle as it believes the investment in the Company will lead to accretion of significant shareholder value in the long term for the following reasons:

Strong growth prospects of PureCircle: Since US Food and Drug Administration "Generally Recognised as Safe" clearance for high purity Reb A to be used as a food and beverage ingredient was granted in December 2008, a range of stevia-sweetened products have been launched in the US and performed well, securing strong sales. For example, stevia-sweetened "tabletop" products have secured 10% of the US table-top sweetener market. Similarly, sales of PepsiCo's SoBe Lifewater beverage flavours sweetened with Reb A, which were launched in 2009, are outperforming the category (Source: Nielsen). With continuing pressure for the reduction of calories in food and beverages, PureCircle's discussions with both current and potential clients have led to the expectation that such clients are planning launches of stevia-sweetened products and line extensions in a wider range and larger size in 2010 and 2011. Olam therefore believes that PureCircle will benefit directly from these expected product launches.

Strategic value for Olam: Olam is currently exploring several initiatives for developing the stevia leaf supply chain in countries where it has an active presence and where the agro-climatic conditions are suitable for stevia cultivation. In addition, Olam believes that there is potential to distribute Reb A and stevia-based tabletop products in markets where PureCircle does not have a direct presence today.

[angusf27] 11/12/2009 14:30

Coke to launch Sprite with Stevia in France in the New Year.



Commentators expect PepsiCo and a leading F&B brand to follow suit with launches in the New Year.

Merry Christmas!

[angusf27] 24/11/2009 11:02

Regulatory Update from SteviaWorld Europe 18.11.09

EU is on schedule to approve the stevia safety dossier in Q1 2010. The new additive regulations do not require individual country ratification so if the process remains on track, steviol glycosides will be authorised for sale in the 27 member States by Q3 this year.

[sleveen] 23/11/2009 16:49

thanx sleveen ... so common sense suggests EU approval will follow soon

m&s that's how i've read it also...and as HTG suggested earlier, in a similar manner as pharmaceuticals are authorised

[marksnsparkle] 23/11/2009 16:44

thanx sleveen ... so common sense suggests EU approval will follow soon

I was more concerned about putting it in my coffee than it reducing the market size for Pure Circle ... I don't want to poison myself :-)

[sleveen] 23/11/2009 16:11

French Government Announces Natural Zero-Calorie Sweetener Rebaudioside A (Reb A) Authorisation
PureCircle announces that the French Ministry of Economy, Industry and Employment has published authorization for Reb A 97% purity and above, for use in food and beverage products sold in France.

This single country authorization has been granted in line with Directives (CE) number: 1333/2008 and 89/107/CEE which permit a member state to authorise ingredients as safe for use for a maximum of two years, pending Europe-wide approval which is expected in 2010. This authorization permits food and beverage manufacturers to include the first natural zero calorie sweetener, Reb A at 97% purity and above, to their products.

RNS from a few months back

[sheeneqa] 23/11/2009 12:21

Quite, not the brightest bulb on the planet, the share price says all.

Trade what you see and 20% bounce so far, leave the fundies for Warren :-)

Would have though Signet was a sure fire short?

[haroldthegreat] 22/11/2009 14:30

with pharmaceuticals the drug company can apply for europe wide licence to market, one would have though that one one eu country has approved the rest will follow quite quickly. the product has great potential.

[marksnsparkle] 22/11/2009 12:29

sleveen .... all that means is that the UK Food Agencies stance has not changed since they reviewed Stevia 7 years ago in 2002 ... the links not old it reflects the current position in UK and Europe ... that is the UK Food Agencies page for Stevia, they are not going to update it each year if they have not changed there view :-)

So currently its a no in UK and Europe, except for France ... what about the USA?

[sleveen] 22/11/2009 12:24

The food standards agency link is over 7 years old and France has recently granted permission for reb A to be used there and it is likely that the rest of the EU will follow tout de suite :-)

[marksnsparkle] 22/11/2009 11:33

Have been looking at this company and was also thinking about buying some Stevia to put in my coffee

I was then surprised to come across this ...

"As a result of the outcome of safety assessments which have been carried out Stevia and stevioside are not permitted for sale as food or food ingredients in the UK or elsewhere within the EU." ...


So you can't sell it in Europe, not sure what the USA stance is ... I had noticed most deals had been in Asia and South Pacific

On a more helpful note I found two recent brokers notes for Pure Circle ...

[scrutable] 19/11/2009 19:51

cnx

Their reserve of cash has certainly been consumed. Their pipeline is long enough to tie up large amounts of cash. They need much higher margin to be remotely self sustaining for finance. There are many examples of companies with rapid growth rate and paper profits yet very cash negative- Renesola is one which survives, Aero Inventory is one on the way out.

OURE looks like a foregone marketing success. It is not yet clear that it will be an investment star, but it promises excitement and a bumpy ride.

[cnx] 19/11/2009 14:35

thanks, scrutable

one concern i have is does pure have sufficient processing and finance capability to meet the potential demand?

[shampers] 19/11/2009 09:56

Do you know what bothers me the most?

They talk too much!!!

[cnx] 19/11/2009 02:46

i am not sure if pure is in agribusiness or oconsumer goods?
is there a plan to market retail an own brand for coffeeshop tables as well supplying bulk processed stevia to the food manufacturers and the likes of pepsico as a substitute for HFS?

[fegga] 18/11/2009 21:03

simon,

nice to see you have an interest - possibility of zero calorie drinks attractive? actually doubt that they they can mix it with wine, but one never knows...having done some damage to a good bourgeuil this evening, perish the thought !

anyway, still waiting for ugy to hit 75p, am happier in pog to be honest. we cant be right all the time - but appreciate your input and await your change of stance.

hic hic,

regards