Opinions Bruce Campbell (2)
good natured Products GDNP.VWATCHSep 13, 2023
$0.10
Stock price when the opinion was issued
$0.02
As of Jul 04, 2024. Market Open.
chemicals
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BUY
Strong management team that has performed well.
Consistent organic growth with smart M&A.
Capital markets have overlooked sector & this company.
Debt has been a concern that market does not like.
Biodegradable packaging business line growing.
Industrial production portion has been in decline, but expecting growth.
chemicals
BUY
It specializes in biodegradable plant based products for packaging. The management team has done really well and has delivered exactly like they said. It is expecting 100% growth, 50% organically and 50% by acquisition, in fact it made one today. It is cross selling products as well as new products. It is part of the move away from using pure plastics for packaging. The stock got ahead of itself , has fallen back and you can expect it to do well. He doesn't own the stock itself but owns the debentures.
Bruce Campbell (2)Owned
chemicals
PAST TOP PICK
PAST TOP PICK
(A Top Pick Dec 08/20, Down 26%) Has not had a lot of interest in small and mid cap companies. Recently bottomed and moving up now. Announced a new partnership with a big food company in the US. Would stick with it with the momentum coming back. Underlying business is strong.
Bruce Campbell (2)Owned
chemicals
BUY
Share price has dropped almost 50% from highs. Business is growing organically and by acquisition. With time, market will look at the growth rate and the stock will appreciate. Be patient. Revenue growth more important than EBITDA right now.
Bruce Campbell (2)Owned
chemicals
BUY
A past recommendation. There's been a sideways consolidation, yet managers are executing perfectly with acquisitions, then cross-selling old with new products to generate organic growth with acquisition growth. Valuation is cheap. It's pulled back and gone sideways this year, but he expects it to rise again.
chemicals
BUY
He participated in their financing -- disclosure. They do green packaging and grow organically and by buying smaller companies at a stellar 1x sales. Then, they cross-sell their product lines to these new companies. They just announced a new line of compostable, microwavable containers in a time when there's a lot of take-out food. A lot of existing containers harm the environment, but this line won't. They aim to double revenues each year. They have a good balance sheet and can buy companies. It's a past top pick.
Bruce Campbell (2)Owned
chemicals
BUY
Growing organically and through acquisitions. Aims to grow revenue at 100% rate. Over time, it should go higher. Recent market volatility has pushed the smaller companies around. Great entry point.
Bruce Campbell (2)Owned
chemicals
COMMENT
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The growth has been impressive but the base remains small. The stock price has doubled this year and is currently trading at 20x sales. The stock is probably ahead of itself. Largely driven by sentiment than by fundamentals. Unlock Premium - Try 5i Free
Stockchase InsightsUnknown
chemicals
TOP PICK
This sector has tons of tailwinds. People want to minimize packaging, which is GDNP's business which makes plant-based food containers. In 2020, they grew 50/50 between organic and acquisition. They buy a company and cross-sell products to increase their revenues. They grew revenues by 70% last year. They've been buying companies in the last year and are targeting more. They've raised money well in capital markets. The company is under the radar of institutions, but this will change which in turn will boost the stock. (Analysts’ price target is $1.65)
Bruce Campbell (2)Owned
chemicals
TOP PICK
https://www.newswire.ca/news-releases/good-natured-products-inc-announces-acquisition-of-integrated-packaging-films-884806223.html They make plant-based packaging which is environmentally friendly. He just entered this. Their managers have been building their platform. They just made an acquisition of Integrated Packing for synergy, including a new client base to sell products to. They plan to grow by buy acquisition and organically through new products; they've just started this path of growth. Expect this formula to continue of acquiring and synergy. (Analysts’ price target is $0.45)
Bruce Campbell (2)Owned
chemicals
He holds the debentures, but not the stock. Management has executed as promised. Biodegradable packaging is gaining tons of traction. Industrial side has declined, now starting to recover. Massive cost-cutting. Pushing revenue up to a level that makes it an attractive takeover candidate.