Ceapro Inc V.CZO

webcast

[hoffbag]

Could have shown a US$ revenue graph.  Then dont need to explain FX (but maybe earlier years not as flattering for growth).  Presume US investor base participates?

Good to hear that Ceapro is proceeding with YBG, especially since existing market.  What are the implications?  Assume that the expansion is part and parcel to this.  Vague commitment.  Mentioned 18 months but no more detail on timeline to market.  Lets here some more details and have some action here.

Touched on the milestones (happy to see they were discussed) but no more boxes checked, one quarter to go.

[prophetoffacts]

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[hoffbag]

By implications I meant for Ceapro with regards to capital, scale-up etc.... Understand existing market with potential. I would also phrase it that "we are going to build a plant because we have customers in hand who will deliver x amount of additional revenue".  Thats exciting.

[prophetoffacts]

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[prophetoffacts]

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[boazklinghorn]

Aah Gilles, he is the very definition of the "uncarved block" a simple man with no idea of how to manage market expectations as he sets us up for either a double or a halving in the next few months. More vague timelines and no new information. I have seen this show before despite the excitment of a facebook post.  

[prophetoffacts]

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[boazklinghorn]

As usual we are left to flail with insufficient info.  CZO YBG may be 5 times more stimulative but is this significant? Is the dosage amount so small that even taking 5 times more is immaterial. Is the CZO YBG 5 times more expensive to produce?? Who knows.. not me.

[boazklinghorn]

We have all seen that Gilles isnt afraid to pump a new product before doing all the costing.. Can you say energy drink?

[Ciao]

In relative terms, cost to produce Y-BG falls between that of O-BG and the alginates. So being 5 times more effective provides additional advantages.

[boazklinghorn]

Hey Ciao good to see you. I guess the comparison that matters is between CZO YBG and the exisitng YBG products. Any info on that front?    Cheers 

[Ciao]

Don't know, except that Y-BG will have the PGX properties that will allow it to be impregnated with bioactives if needed, and the morphology of PGX powders.

[Stinzo]

i was hoping more, especially about the german plans. its been over 9 months now they bought this equipment and no details yet, plus still 18 months to go? my words are worthless... yet the markets actions are not ... no volume today. 

[Ciao]

Stinzo, I don't think it's 18 months left to go. I believe the comment was meant to imply from start (hiring firm to design plant?) to finish. But a timeline would defintely help us keep track as to where we are.

[prophetoffacts]

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