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Burcon NutraScience Corp T.BU

Alternate Symbol(s):  BRCNF

Burcon NutraScience Corporation is a Canada-based global technology company focused on the development of plant-based proteins for foods and beverages. The Company has an extensive patent portfolio covering its novel plant-based proteins derived from pea, canola, soy, hemp and sunflower seeds, among other plant sources. The Company is engaged in the production of hemp protein isolate and provision of contract research services. Its products include hempseed protein, canola protein, pea proteins and protein blends. Its hempseed protein isolate extraction and purification/production process can produce a high-quality protein ingredient that contains 95% pure protein. It extracts and purifies a canola protein isolate from canola meal. It has branded this protein isolate under the trade name Puratein C. Peazazz is a soluble, clean and neutral-tasting pea protein. It provides consulting and contract services, product and process development, and process scale-up and validation.


TSX:BU - Post by User

Bullboard Posts
Post by Chartcheckeron Dec 19, 2012 6:07pm
208 Views
Post# 20752853

good calculations...

good calculations...
Analysis
5/28/2012 1:45:55 AM | | 222 reads | Post #31107134

Hmmm, $30 or $40 a share in a few years? I think it could happen a lot quicker than that.

Let's examine what would it take in terms of revenue to justify the current share price only on a numbers basis. At 30 million shares X $7 a share, that's $210 million in market cap.

At a rough 10% rate of return, only $21 million revenue is needed to justify the current stock price. Correct me if I'm wrong as maybe the market now uses 4, 6 or 8% in today's reduced revenue marketplace. But 10% is easier to work with.

Yet, the figures bandied about here are $30MM (figures out to $10 a share) or $50MM ($17).

Way out numbers: $100MM ($34 a share), $200MM (you can figure it out as well as I can).

So, if revenue starts flowing soon, the market may get exuberant about BU's chances and push the share price much higher than pure revenue would immediately dictate. And this could go very fast.

The market might decide that annualized revenue projections (what it will look like at the end of the year given growth rates) plus future annual growth rates would equal a stock price a lot higher than current revenues would dictate. Market would need only a bit of information to start projecting like crazy.

One tipping point we're looking for is a breakthrough soy beverage that starts selling like hotcakes and takes the market by storm. At that point, all companies pile in to the new category. It could happen very quickly like energy drinks for example.

The market then starts going "what if" and projecting into the future...like all us Burcon shareholders have been doing for years!!

Good luck to all longs.

By the way, happy to take your corrections to my above financial analysis.

Read more at https://www.stockhouse.com/bullboards/messagedetail.aspx?s=BU&t=LIST&m=31111600&l=0&pd=1&r=0#f3u7YQiIMfaTZVes.99

Bullboard Posts