Post by
fundmanager1944 on Feb 19, 2021 6:31pm
NESTLE takeover
i think it would be more logic if NESTLE would buy Burcon.
Nestle develops products and would be able to play with all the existing patents and knowledge of Burcon to create great new food without paying licence fees.
Bunge is - simply said - just the producer of raw material....
But perhaps we see an overtake battle between both (and in addition perhaps a SPAC)...
would be great !
My idea is that Beacon wanted to wakeup Nestle by telling Bunge would be the overtaker...
any thoughts ?
Comment by
fundmanager1944 on Feb 20, 2021 9:18am
ofc Nestle has own ingredients but for what is this an argument ??? ever heard that you always like to have better or additional TOP ingredients ? i think thats the reason for the coop with Burcon Burcon has a lot of super ingredients and technology for further ones... no one likes to see that be overtaken by other ones or opponents in the market....
Comment by
TheeRook on Feb 20, 2021 10:26pm
Nestle is in the Food business not the food ingredients business. ADM and Cargill are in the food ingredients business. For a fraction of the cost of buying Burcon they have through a partnership with Burcon and Merit access to expertise and a new range of high-quality ingredients for plant-based food and beverages."
Comment by
Summer001 on Feb 21, 2021 6:24am
It depends on which products nestle might be interested in. some of them are not under the control of Burcon, but under the control of Merit. And it is a strategic decision for Nestle to stay in the food business or to expand into the food ingredients business. I don't expect that to happen, as the Burcon business is too specialized and not in line with Nestle's broad approach.
Comment by
Summer001 on Feb 21, 2021 10:41am
The best deal would be for Burcon to merge with Merit and pay with new shares. Burcon would regain full control of all products, gain strong management for further growth and Merit shareholders would have liquid and loanable shares. That would be the best for the SP. But I think Tergesen is not smarte enough for that.
Comment by
AntiSummer2021 on Feb 21, 2021 11:49pm
The best deal for us is to see this idiot (Summer001) out of this group. We don't need a crooked short seller among us. Be aware of this snake and don't believe anything Summer001 says!!!