RE:Some notes from NobleCon presentation todaysome additional notes;
1) NPV based on BG market alone gives CZO a value of $100 (using conservative 20% discount rate), this gives a NPV per share of $1.25 ($100M / 78 M shares o/s)
2) pre-clinical results for Y-BG as a potential Covid therapeutic will be published by McMaster (I expect that to be soon as Gilles said he would not disclose during presentation), it was shown on slide that it had 5X the binding capacity for Dectin 1a/b vs. spray dried Y-BG, Y-BG could be a catalyst for the stock besides growth in it's base business
3) NCC deal - the 3 complexes they have are all CoQ10 with oat-BG, alginate, Y-BG as PGX carriers, without being able to do efficacy testing (takes 2 months) on the new carriers, one can see why a NCCout licensing deal was not completed by year end