Post by
imartin on Nov 11, 2021 4:03am
Factory is “running pretty much nonstop, five days a week"
Interview with Jeff Casper, director of research and food applications at Merit.
https://www.nutritionaloutlook.com/view/flavor-is-still-one-of-plant-proteins-biggest-hurdles-one-supplier-discusses-ongoing-improvements-at-supplyside-west-2021
Comment by
Transat500 on Nov 11, 2021 8:48am
Simple. It's clear to me that Merit factory will run 7/7 within 6 months period.. All the data goes in that direction. I think that enough to put BU in the green. It's high margin products. Then, an other factory will have to be built or ,at least, this one expanded. Meanwhile, looking at BU's other 300 patents, agreements with other majors will be cherries on the cake.
Comment by
fundmanager1944 on Nov 11, 2021 9:32am
perhaps there is more underway actually than thought... LOOK to "regions served" https://app.swapcard.com/event/supplyside-network-365/exhibitor/RXhoaWJpdG9yXzE4NTQ2Mw%3D%3D
Comment by
Summer001 on Nov 11, 2021 9:43am
I would suggest that we wait until Monday to see if anything countable is reported. After all, after 20 years the doubts about this are growing. And as long as that is not the case, we don't need to philosophise about capacity utilisation and expansion.