Glg Life Tech Corp V.GLG.H

RE: RE: Great GLG Profile & Strategy Overview

[bendergarden]

Continued ambitious and aggressive strategy and execution on evidence, as usual.

Obviously there has been a pull back in market interest in stevia in general, a loss of confidence really.  But the market is impatient, more than ever.   The anoc launch was the key message from GLG: the realization that to be just a commodity producer was not the answer, and that all the opportunity and stability was in end use.  Soft drink prices dont jump up and down with commodity cycles.

It was also probably an early necessity, to help make their own market for stevia.  It would have been unreliable and probably a long frustrating process to wait for stevia adoption from existing channels. There is also the opportunity for non stevia-based returns, as some percent of the buyers will just like the taste of the drinks with little concern for the ingredients or health benefits, depending on how good a job they do in the "kitchen".

I still like the look of the big picture.