Neptune Tech & Bioresource

NEPT-T

TSE:NEPT

3.87
0.08 (2.03%)
Neptune Wellness Solutions is a nutrition products company focused on the business of customized unique nutrition solutions, specialty ingredients and consumer brands.
More at Wikipedia

Analysis and Opinions about NEPT-T

Signal
Opinion
Expert
COMMENT
COMMENT
March 14, 2019
Cannabis Nutritional supplements. If they get it right there is huge potential. In the medical uses, there is a lot of long term potential. He has no idea who will be the eventual winners in this space. He thinks there is a bit of frenzy in this space. Buy on rumor and sell on news.
Cannabis Nutritional supplements. If they get it right there is huge potential. In the medical uses, there is a lot of long term potential. He has no idea who will be the eventual winners in this space. He thinks there is a bit of frenzy in this space. Buy on rumor and sell on news.
Tim Nash
Founder, Good Investing
Price
$4.380
Owned
Unknown
COMMENT
COMMENT
March 29, 2018

A holding that he had for quite a while. They decided to take his profits. They migrated from krill oil processing to marijuana processing. Management is great, fantastic guys. This could be one of the good solid performers in the marijuana sector, but he is concerned about the sector and the valuations that the market is giving to them.

A holding that he had for quite a while. They decided to take his profits. They migrated from krill oil processing to marijuana processing. Management is great, fantastic guys. This could be one of the good solid performers in the marijuana sector, but he is concerned about the sector and the valuations that the market is giving to them.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$3.620
Owned
No
COMMENT
COMMENT
January 29, 2018

They were a healthy food ingredient company and then got into the marijuana space.

They were a healthy food ingredient company and then got into the marijuana space.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$4.110
Owned
Unknown
COMMENT
COMMENT
January 5, 2018

(Market Call Minute.) This continues to turn around the business. Had a problem with one of their extraction processes, but have now figured that out. Going forward, there is a pretty good opportunity for them. This is one he continues to watch.

(Market Call Minute.) This continues to turn around the business. Had a problem with one of their extraction processes, but have now figured that out. Going forward, there is a pretty good opportunity for them. This is one he continues to watch.

Robert McWhirter
President, Selective Asset Management
Price
$3.710
Owned
No
COMMENT
COMMENT
January 2, 2018

This is krill oil extraction. In August, they had a news release saying they may no longer be able to call themselves a growing concern, essentially a warning there is a security risk now. Recently announced they are going into the cannabis oil business, and the stock surged on the news. There are no revenues yet and they don't have a license, so nothing has really changed. Too speculative for him.

This is krill oil extraction. In August, they had a news release saying they may no longer be able to call themselves a growing concern, essentially a warning there is a security risk now. Recently announced they are going into the cannabis oil business, and the stock surged on the news. There are no revenues yet and they don't have a license, so nothing has really changed. Too speculative for him.

Ryan Modesto
Managing Partner, 5i Research
Price
$2.980
Owned
Unknown
COMMENT
COMMENT
November 16, 2017

This is undergoing a transition. They have vested the lions share of their Neptune krill oil business, and entered into partnerships with other players in that market. Has a plant in Sherbrooke which is a very good oil processor, and they want to become a leader in the marijuana oil processing market. An evolving company and he likes the story longer-term.

This is undergoing a transition. They have vested the lions share of their Neptune krill oil business, and entered into partnerships with other players in that market. Has a plant in Sherbrooke which is a very good oil processor, and they want to become a leader in the marijuana oil processing market. An evolving company and he likes the story longer-term.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$1.320
Owned
Yes
COMMENT
COMMENT
September 27, 2017

Has been an under performer over the last several years. However, it is moving forward and they’ve grown over the last year. New management came in about 1.5 years ago made all the right changes in moving the company forward. Unfortunately, the stock hasn’t performed. They’ve been caught up in this money flow issue of a flow away from small-cap companies. There will be a catalyst that comes along. Management and the board have been buyers of the stock over the last year, which is a pretty positive signal.

Has been an under performer over the last several years. However, it is moving forward and they’ve grown over the last year. New management came in about 1.5 years ago made all the right changes in moving the company forward. Unfortunately, the stock hasn’t performed. They’ve been caught up in this money flow issue of a flow away from small-cap companies. There will be a catalyst that comes along. Management and the board have been buyers of the stock over the last year, which is a pretty positive signal.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$1.080
Owned
Yes
DON'T BUY
DON'T BUY
August 2, 2017

He doesn’t follow this company. Over the last 5 years, they’ve lost about 70% of value per shareholder. When a company is below $100 million, having come from above $100 million, he is not a big fan.

He doesn’t follow this company. Over the last 5 years, they’ve lost about 70% of value per shareholder. When a company is below $100 million, having come from above $100 million, he is not a big fan.

Ryan Modesto
Managing Partner, 5i Research
Price
$1.160
Owned
No
BUY
BUY
August 1, 2017

A super frustrating stock. It has been discarded by the market because it has taken much longer to recover. New management came in about 2 years ago, and have done an excellent job. Last year they more than doubled revenues and turned it profitable after a number of years of struggling. The really exciting part is that they own 35% of Acasti Pharmaceuticals. In his viewpoint, this is a huge opportunity. The stock is trading around a $25 million market cap, and they have almost $10 million in cash. Going into phase 3 trials, and thinks their drug has multi-billion-dollar potential.

A super frustrating stock. It has been discarded by the market because it has taken much longer to recover. New management came in about 2 years ago, and have done an excellent job. Last year they more than doubled revenues and turned it profitable after a number of years of struggling. The really exciting part is that they own 35% of Acasti Pharmaceuticals. In his viewpoint, this is a huge opportunity. The stock is trading around a $25 million market cap, and they have almost $10 million in cash. Going into phase 3 trials, and thinks their drug has multi-billion-dollar potential.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$1.080
Owned
Unknown
STRONG BUY
STRONG BUY
May 15, 2017

This is really, really undervalued here. This owns 35% of Acasti Pharmaceuticals, manufacturer of a drug which has great test results in reduction of hypertriglyceridemia, as well as having positive benefits for lowering your LDL and increasing HEL cholesterol. They are going to be going into phase 3 in the next 12 months. Over half the value of the company is represented by cash on the balance sheet. Their main business is krill oil and nutraceuticals, which was struggling for a while. They’ve turned this around and are starting to make some acquisitions.

This is really, really undervalued here. This owns 35% of Acasti Pharmaceuticals, manufacturer of a drug which has great test results in reduction of hypertriglyceridemia, as well as having positive benefits for lowering your LDL and increasing HEL cholesterol. They are going to be going into phase 3 in the next 12 months. Over half the value of the company is represented by cash on the balance sheet. Their main business is krill oil and nutraceuticals, which was struggling for a while. They’ve turned this around and are starting to make some acquisitions.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$1.360
Owned
Yes
COMMENT
COMMENT
February 21, 2017

He is quite excited about this. His 52-week target is $3. They had a really good quarter. The 3-year chart shows it has been a little tough. The old management left something to be desired. New management came in about 1.5 years ago, and have done a phenomenally good job of getting it turned around. It is now making money. Made a great acquisition last year and made some great strategic moves. They are settling all the lawsuits and making peace with the industry and moving forward. They’ve diversified the business and made a great acquisition last year for making special formulations of special health products. A cheap stock, trading at about 10X next year’s earnings.

He is quite excited about this. His 52-week target is $3. They had a really good quarter. The 3-year chart shows it has been a little tough. The old management left something to be desired. New management came in about 1.5 years ago, and have done a phenomenally good job of getting it turned around. It is now making money. Made a great acquisition last year and made some great strategic moves. They are settling all the lawsuits and making peace with the industry and moving forward. They’ve diversified the business and made a great acquisition last year for making special formulations of special health products. A cheap stock, trading at about 10X next year’s earnings.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$1.350
Owned
Yes
DON'T BUY
DON'T BUY
December 22, 2016

One of those companies that has been on the cusp for nearly a decade. They make krill oil for omega-3 supplements. They don’t have anything particularly patented that other operators can’t also produce. The supplement market is highly competitive. He has a small Short position on this.

One of those companies that has been on the cusp for nearly a decade. They make krill oil for omega-3 supplements. They don’t have anything particularly patented that other operators can’t also produce. The supplement market is highly competitive. He has a small Short position on this.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.300
Owned
Yes
COMMENT
COMMENT
December 5, 2016

This has had a frustrating share performance. It has been a very satisfying business development year for them. New management has turned operations around and has made it profitable. They are growing the business strongly. Made a great, great acquisition at the beginning of the year. Has 50% operation in the Acasti pharmaceuticals, and the Pharma development angle, should be going into phase 3 trials next year. None of that is reflected in the stock. The stock could easily double or triple in the next year or 2.

This has had a frustrating share performance. It has been a very satisfying business development year for them. New management has turned operations around and has made it profitable. They are growing the business strongly. Made a great, great acquisition at the beginning of the year. Has 50% operation in the Acasti pharmaceuticals, and the Pharma development angle, should be going into phase 3 trials next year. None of that is reflected in the stock. The stock could easily double or triple in the next year or 2.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$1.330
Owned
Yes
HOLD
HOLD
September 6, 2016

Has owned this for quite some time. The stock has been up and down over the last 5 years. From a stock perspective it has been frustrating. Fundamentally what is going on in the company is pretty great. New management is pretty impressive. Last quarter they came back into profitability. Sales are up triple digits. Made a very interesting acquisition earlier this year. We should be getting phase 2 Bio equivalency data this fall on their pharmaceutical development subsidiary, which should pave the way on getting to phase 3. The announcement should be a big catalyst.

Has owned this for quite some time. The stock has been up and down over the last 5 years. From a stock perspective it has been frustrating. Fundamentally what is going on in the company is pretty great. New management is pretty impressive. Last quarter they came back into profitability. Sales are up triple digits. Made a very interesting acquisition earlier this year. We should be getting phase 2 Bio equivalency data this fall on their pharmaceutical development subsidiary, which should pave the way on getting to phase 3. The announcement should be a big catalyst.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$1.280
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 21, 2016

(A Top Pick April 7/15. Down 44.35%.) He is still buying this. The old management was booted out, and a really good new management has come in. Just announced excellent 4th quarter results in February. Revenue was up 160% year-over-year, and the company is profitable again.

(A Top Pick April 7/15. Down 44.35%.) He is still buying this. The old management was booted out, and a really good new management has come in. Just announced excellent 4th quarter results in February. Revenue was up 160% year-over-year, and the company is profitable again.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$1.220
Owned
Yes
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