RE:RE:RE:RE:RE:RE:Burcon Management#Trendsetter:
The new CEO will be very important (experience, network, industry, independence).
If there is a new JV (20% chance in 2022), the partner will be crucial for the valuation.
M&A probability extremely low.
Merit is unlikely to be as successful for Bucon as always claimed. Customers are reserved, competition is increasing and the market will continue to develop.
Price range until mid-May CA$ 1-1.50
Price range until end of the year CA$ 0.60-2
Current: Hold (only for those who are invested)