Stevia ist schwer im kommen
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16.08.2012 09:49:19
Börse*:
London (LSE)
Zeit Kurs* Stück kumuliert
09:49:19 212,10 GBp 6.212 326.606
09:47:01 212,25 GBp 50.000 320.394
09:46:33 212,25 GBp 9.990 270.394
09:40:49 212,50 GBp 15.000 260.404
09:40:49 212,50 GBp 15.000 245.404
09:38:53 212,50 GBp 147.904 230.404
09:38:39 212,50 GBp 10.937 82.500
09:38:39 212,50 GBp 10.937 71.563
09:38:39 212,50 GBp 3.076 60.626
09:38:39 212,50 GBp 3.076 57.550
09:38:39 212,50 GBp 14.063 54.474
09:38:39 212,50 GBp 6.924 40.411
09:38:38 212,50 GBp 20.987 33.487
09:34:30 212,00 GBp 2.600 12.500
09:18:44 212,00 GBp 9.900 9.900
Hallo Natural-Süßstoff-Interessenten,
ich bin neu hier im Forum dabei und einer meine "Lieblinge" ist Purecircle. Ich war schon investiert und konnte schon einen netten Gewinn mitnehmen. Aktuell bin ich nicht investiert, hab jedoch die Aktie unter Beobachtung.
Hier die Ergebnisse des Wirtschaftsjahres 2012:
Interessant ist hier, dass keine "Take or Pay" Verträge mehr dabei sind. Dafür sind aber die "regular sales" weiter gestiegen (siehe Seite 16).
Ich sehe die ganze Sache positiv und warte auf den Wiedereinstieg. Vielleicht ist das ja auch schon der Boden!? Naja, auf einen kleinen Rücksetzer (vielleicht 1,80 - 1,90) wollte ich eigentlich warten.
Wie seht Ihr das ganze?
Ich bleib am Ball und hoffe auf regen Ideenaustausch mit euch hier...
Euer - Squirrel
Wie jedesmal inm Jahresendbericht verkündet, weiss man erst wo die Fahrt wirklich hingeht, wenn die GKA ( globel key accounts) und da besonders die CSD's (carbonated softdrinks) so richtig zuschlagen. Dass müsste PC zufolge dann bald mal passieren.
Grössere Bestellungen sind noch nicht eingegangen weil die GKA's noch genug auf Lager haben. Dass kann schlecht sein, weil es bedeutet, dass die GKA's ihre Stevia Produkte noch nicht so schnell umdetzen konnten, oder der Bestand ist fast verbraucht und neue Aufträge sind iminient, was wieder positiv wäre, weil dann wieder mehr Umsatz ist als erwartet, welches den Kurs beflügelt.
Hierzu der Auszug aus der Mitschrift der Final Result Presentation
http://www.purecircle.com/docs/...recircle-transcription-20120911.pdf
BRUCE DAVIDSON:
Good afternoon, do you know or are you able to say anything about the quantity of inventories being held at the beverage key accounts? Thank you.
MAGOMET MALSAGOV:
Jordi, do you want to take a question about our assessment of inventories of global key accounts?
JORDI FERRE:
I can take that. Obviously we make our own assessment about those. We believe that, and again this is to be confirmed, but our assessment would say that by the end of this fiscal year, these inventories will be practically depleted.
MAGOMET MALSAGOV:
Yes. The question is really the speed with which they’re all out of our product but the fact that they are rolling out big brands like Sprite, like Fanta, gives us confidence that they’re going to come back to market. These are big brands. They consume a lot of product, so whether they hit this month or next month or next quarter, we don’t know but directionally we know the inventory is being used more and more.
Ein anderer Indikator für mich wird das Ergebnis eines Test Launches in den USA von Fanta und Sprite Select welches in +/- 6 Monaten vorliegen sollte.
Jenachdem wie die Resonanz ist kann sich das wieder gut oder schlecht auf die Umsätze bei den GAK's auswirken.
Hier der Auszug
JULIAN LAKIN:
Yes. This is just a further question on the CSDs. I know it’s early days but do we have any feedback for how Fanta and Sprite Select have done in those four US test cities? I think the launch was May. Any thoughts on that?
JORDI FERRE:
No. We don’t have yet a report on this. As you know, this is a test and so you would need at least six months to probably rate how the product is. What I can say though, the test is expanding as well, which should be a good sign.
MAGOMET MALSAGOV:
I think we will probably know that, Julian, come second half probably around March. If we see these brands being announced, to be rolled out nationally, that means these test launches went very well. If we don’t see that announcement, that means no, but I don’t think we will be able to gauge how well they went until we hear from the company that is testing them. From my personal perspective, I tried them and completely unbiased opinion, they taste great.
Sollte das negativ ausfallen, und die Aufträge geraten ins Stocken, dann werde ich mir ernste Gedanken über den Ausstieg machen. Sollte die Resonanz aber positiv sein und die GSK's stocken erst mal richtig auf, dann geht es meiner Meinung nach erst mal richtig los. Dann glaube ich alles unter 3 Euro sind gute Einstiegs Preise.
Der dramatisch prophezeite Kursabfall nach den Zahlen war auch nur mild, und der Wert hat schon wieder Fahrt aufgenommen.
Mich würde ja mal interessieren ob jemand beim letzten Hoch verkauft hat und dann wieder eingestiegen ist. Nach Abzug der Steuern und Brokergebühren,sowie Berücksichtigung des Spreads, kann ich mir kaum vorstellen das sich das gelohnt hätte. Die 1.75 Euro haben wir jedenfalls nicht gesehen.
schönen Tach noch
("PureCircle" or "the Company")
Announcement of New Agreements
PureCircle Limited (the "Company") (www.purecircle.com), the world's leading producer and marketer of high purity stevia ingredients, announces that it has entered into two interdependent agreements with The Coca-Cola Company ("TCCC").
The first is a joint development agreement which allows for the continued joint investigation and development of a stevia sweetener product as a commercially viable food ingredient. The second agreement is an ingredient supply agreement where the Company is appointed the supplier of certain stevia products ("Products"). The agreement establishes a framework pursuant to which TCCC shall, based on its requirements, purchase the Products from the Company at prices to be agreed between the parties, subject to pre-agreed pricing parameters, for a 5-year period.
We do not expect either agreement to have a significant impact on the Company's short term revenues or earnings. Barring any unforeseen circumstances, it is expected that they may have a positive impact beyond that.
http://www.londonstockexchange.com/exchange/news/...cementId=11345111
bald wirds interessant!
http://www.londonstockexchange.com/exchange/news/...cementId=11347148
PURECIRCLE LIMITED
("PureCircle" or "the Company")
Dealings in Shares
PureCircle (LSE: PURE), the world's leading producer and marketer of high purity stevia ingredients was notified on 28 September 2012 of the following purchases of shares from the open market by certain Directors:-
Director Number of shares Price per share Date of purchase
purchased
Mr P Selway-Swift 48,000 UKP 2.10 28 September 2012
Mr O Maes 15,000 UKP 2.10 28 September 2012
Mr Selway-Swift's shares were acquired indirectly through his spouse.
Following the above purchases, the interests of Mr Selway-Swift and Mr Maes in the Company comprised:
Mr P Selway-Swift: 356,171 ordinary shares, of which 176,171 are held indirectly through his spouse
Mr O Maes: 404,210 ordinary shares
3 October 2012 | 10:25am
StockMarketWire.com - Mei Sian Tan, Non Executive Director, bought 20,000 shares in the company on the 2nd October 2012 at a price of 215.00p. The Director now holds 20,000 shares..."
http://www.stockmarketwire.com/article/4457905/...ircle-Ltd-PURE.html
5 October 2012 | 11:45am
StockMarketWire.com - Tan Boon Seng, Non Executive Director, bought 60,000 shares in the company on the 4th October 2012 at a price of 212.00p. The Director now holds 20,084,150 shares..."
http://www.stockmarketwire.com/article/4459669/...ircle-Ltd-PURE.html
Hier eine Übersicht der Käufe:
http://www.directorsholdings.com/company/PURE/PureCircle+Ltd
http://www.directorsholdings.com/company/PURE/PureCircle+Ltd
http://www.finanzen100.de/aktien/...23951/kurse.html?CODE_MARKET=_LSE
Ich wette, Wang Tak hat noch lange nicht genug
Times & Sales
10.10.2012 16:50:35
Börse*:
London (LSE)
Zeit Kurs* Stück kumuliert
16:50:35§ 226,45 GBp 10.000 388.964
16:50:13§ 217,00 GBp 10.000 378.964
16:49:42§ 227,00 GBp 500 368.964
16:49:19§ 225,00 GBp 2.500 368.464
16:46:57§ 218,50 GBp 75.000 365.964
16:45:28§ 222,00 GBp 666 290.964
16:41:59§ 220,00 GBp 5.000 290.298
16:41:21§ 217,00 GBp 1.000 285.298
16:40:08§ 220,00 GBp 1.000 284.298
16:35:21§ 220,00 GBp 5.000 283.298
16:32:38§ 218,00 GBp 50.000 278.298
16:31:27 215,00 GBp 625 228.298
16:31:27§ 217,92 GBp 511 227.673
16:31:21§ 220,00 GBp 103 227.162
16:31:08§ 220,00 GBp 2.000 227.059
16:29:06 215,00 GBp 80.000 225.059
16:28:39 216,00 GBp 4.500 145.059
16:28:16 219,94 GBp 4.000 140.559
16:28:12 219,50 GBp 2 136.559
16:27:46 214,00 GBp 2.500 136.557
Das ist doch was im (Stevia-)Busch:-)
Hier die Fortsetzung:
18:15:02§219,00 GBp 75.000 853.149
17:30:00 222,00 GBp 0 498.649
17:23:06 219,00 GBp 5.000 498.649
17:22:56 218,00 GBp 3.000 493.649
17:17:06 217,00 GBp 25.000 490.649
17:15:58 218,20 GBp 1.000 465.649
17:12:36 214,00 GBp 35.000 464.649
17:11:26 227,00 GBp 1.286 429.649
17:04:23 221,50 GBp 12.500 428.363
17:04:08 227,00 GBp 1.900 415.863
17:02:10 226,00 GBp 799 413.963
16:57:00 218,50 GBp 15.000 413.164
16:52:01 220,00 GBp 500 398.164
16:51:48 220,00 GBp 700 397.664
16:51:38 220,00 GBp 8.000 396.964
("PureCircle" or "the Company")
Dealings in Shares
PureCircle (LSE: PURE), the world's leading producer and marketer of high purity stevia ingredients has today been notified of the following purchases of shares from the open market by a Director.
The purchases were made indirectly through Wang Tak Company Limited ("Wang Tak") (a company wholly owned by Lee Hing Development Limited where Mr. Tan Boon Seng is a substantial shareholder).
Director Number of shares Price per share Date of purchase
purchased indirectly
Mr. Tan Boon Seng 75,000 GBP2.19 10 October 2012
Mr. Tan Boon Seng 100,000 GBP2.18 10 October 2012..."
http://www.londonstockexchange.com/exchange/news/...cementId=11359630
("PureCircle" or "the Company")
Dealings in Shares
PureCircle (LSE: PURE), the world's leading producer and marketer of high purity stevia ingredients has today been notified of the following purchase of shares from the open market by a Director.
The purchase was made indirectly through Wang Tak Company Limited ("Wang Tak") (a company wholly owned by Lee Hing Development Limited where Mr. Tan Boon Seng is a substantial shareholder).
Director Number of shares Price per share Date of purchase
purchased indirectly
Mr. Tan Boon Seng 30,000 GBP2.31 11 October 2012
Following the purchase noted above, the interests held by the Director in the Company comprise:-
Mr. Tan Boon Seng: 20,329,150 ordinary shares all held indirectly through Wang Tak
12 October 2012..."
http://www.londonstockexchange.com/exchange/news/...cementId=11361275
London kommt auch wieder in Fahrt:
http://www.finanzen100.de/aktien/...1/orderbuch.html?CODE_MARKET=_LSE