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Ceapro Inc V.CZO

Ceapro Inc. is a Canada-based biotechnology company. The Company is involved in the development of extraction technology and the application of this technology to the production of extracts and active ingredients from oats and other renewable plant resources. Its primary business activities relate to the development and commercialization of natural products for personal care, cosmetic, human, and animal health industries using technology, natural, renewable resources, and developing products, technologies, and delivery systems. The Company's products include a commercial line of natural active ingredients, including beta glucan, avenanthramides (colloidal oat extract), oat powder, oat oil, oat peptides, and lupin peptides, a commercial line of natural anti-aging skincare products, utilizing active ingredients, including beta glucan and avenanthramides and veterinary therapeutic products, including an oat shampoo, an ear cleanser, and a dermal complex/conditioner.


TSXV:CZO - Post by User

Post by prophetoffactzon May 05, 2023 1:34pm
154 Views
Post# 35433411

Opportunity time?

Opportunity time?With the 2022 revenue distribution unusually crammed into the first two quarters of 2022 the sequential revenue declines since Q2 2022 along with the usual long wait to the annual audited financials has been hard on the stock in what has also been a difficult market. Has circumstance created opportunity? The stock appears washed out and net of cash trading at only $30 million market cap despite generating $6.637 million in cash last year. That's very cheap. With the unprecedented inventory production in Q4(61% increase vs. last year) and what has been CZO's two strongest quarters in recent times upon the company is there about to be a reversal of fortunes? Gilles anticipated growth for the year from the new Symrise deal in the TSX-V video. The news release for the Symrise deal anticipated potential acceleration. Symrise's comment anticipated additional value creation and it has now had one year in the new deal. CZO's new Chief Revenue Officer was helping to open doors and she's had some time at her new job having been hired last July. The Canadian dollar is down significantly vs. the first two quarters of last year helping to boost sales. There are also some potential wild cards. The fibrosis clinical trial decision is anticipated this summer and summer begins next month. There is also the fibrosis presentation in the next two weeks. Does CZO have a potential standalone therapy and a Phase I? Avalyn raised C$80 million going into its Phase I and CZO's drug could be used outside the lungs and its delivery platform for other diseases. If CZO is using a drug with PGX what drug and what is its market size? Will the government provide financial assistance for an accerated COVID trial. Could a Phase I decision validating the science with McMaster along with support from the government provide PGX validation as never before? Who knows what happens next. Then there is the avenanthramide trial as discussed in a prior post. Is the stock now washed out with some strong quarters ahead as we await other potential catalysts? Time will tell. This could be the bottom with upside interesting.      
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