BioExx Specialty Proteins Ltd.

BXI-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about BXI-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 5, 2012
Protein company out of Saskatchewan. This had been his biggest Short until not too long ago. He is sceptical about the whole protein area.
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Protein company out of Saskatchewan. This had been his biggest Short until not too long ago. He is sceptical about the whole protein area.
COMMENT
COMMENT
November 14, 2011
Have a proven and innovative project to separate proteins from canola but in terms of manufacturing is going to have to get its yield up and they are having trouble executing. Also running a little short on cash. High risk.
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Have a proven and innovative project to separate proteins from canola but in terms of manufacturing is going to have to get its yield up and they are having trouble executing. Also running a little short on cash. High risk.
DON'T BUY
DON'T BUY
September 27, 2011
Extract high-value proteins from canola. Have had a lot of start-up problems and also had to raise money at $1 a share. Prefers buying stocks that have no problems.
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Extract high-value proteins from canola. Have had a lot of start-up problems and also had to raise money at $1 a share. Prefers buying stocks that have no problems.
DON'T BUY
DON'T BUY
August 26, 2011
Extract protein from canola. Attempting to get to commercial levels of production. Initially had some problems with foaming in the process. Once they are back up in production there'll be moving to a 2nd shift, which allows them to pull Level 1 proteins. Real earnings come when they start pulling a much more valuable part of proteins. This will take $10 million of CapX and a year of development. Sold his holdings.
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Extract protein from canola. Attempting to get to commercial levels of production. Initially had some problems with foaming in the process. Once they are back up in production there'll be moving to a 2nd shift, which allows them to pull Level 1 proteins. Real earnings come when they start pulling a much more valuable part of proteins. This will take $10 million of CapX and a year of development. Sold his holdings.
DON'T BUY
DON'T BUY
July 13, 2011
Recently did an issue around $1 and the market slaughtered the stock. Sold his holdings. Wouldn't Buy right now as it has had a bit of a dead cat bounce.
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Recently did an issue around $1 and the market slaughtered the stock. Sold his holdings. Wouldn't Buy right now as it has had a bit of a dead cat bounce.
DON'T BUY
DON'T BUY
June 27, 2011
Specialty proteins. Was long on the stock when they were delivering positive results. They are going to have to continue to raise more money. He is short the stock. Until they can prove they can produce the protein isolates in commercial volumes, he would stay away.
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Specialty proteins. Was long on the stock when they were delivering positive results. They are going to have to continue to raise more money. He is short the stock. Until they can prove they can produce the protein isolates in commercial volumes, he would stay away.
TOP PICK
TOP PICK
June 21, 2011
(A Top Pick Oct 15/10. Down 65.03%.) Extracting protein out of canola. Moving in the right direction, but they slipped on the time element and they got pounded. Believes the market potential is large.
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(A Top Pick Oct 15/10. Down 65.03%.) Extracting protein out of canola. Moving in the right direction, but they slipped on the time element and they got pounded. Believes the market potential is large.
BUY
BUY
May 31, 2011
Expected to lose $0.07 in 2011 and earn anywhere from $0.01 on a median basis to $0.03 on an average basis, which puts it at 60X PE multiple. If successful in being able to produce commercial quantities, they will start construction of the 2nd plant in N. Dak and looking out will double expansion again.
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Expected to lose $0.07 in 2011 and earn anywhere from $0.01 on a median basis to $0.03 on an average basis, which puts it at 60X PE multiple. If successful in being able to produce commercial quantities, they will start construction of the 2nd plant in N. Dak and looking out will double expansion again.
SHORT
SHORT
April 26, 2011
One of his biggest shorts which he covered a couple of weeks ago. He is hoping it gets back up so he can put his shorts back on it. It’s a terrific company but promoters drive the price up.
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One of his biggest shorts which he covered a couple of weeks ago. He is hoping it gets back up so he can put his shorts back on it. It’s a terrific company but promoters drive the price up.
WAIT
WAIT
March 15, 2011
Assuming they can get the frothing part of the manufacturing process under control it will be quite attractive. Extract protein from canola. It can be used in baking and cooking. By end of year they should be up to speed. Loss of 6 cents for 2011 and earnings of 3 cents for 2012. Once production comes up to speed they will break ground on a second plant in North Dakota. On a 3-5 year basis, someone like VT might get interested in the company. Was a recent price hike in protein prices.
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Assuming they can get the frothing part of the manufacturing process under control it will be quite attractive. Extract protein from canola. It can be used in baking and cooking. By end of year they should be up to speed. Loss of 6 cents for 2011 and earnings of 3 cents for 2012. Once production comes up to speed they will break ground on a second plant in North Dakota. On a 3-5 year basis, someone like VT might get interested in the company. Was a recent price hike in protein prices.
DON'T BUY
DON'T BUY
January 31, 2011
New process for extracting protein from canola seed. Pilot project was successful. Always hesitant when companies are going from pilot stage to full production. It always takes longer and is more costly than is expected. Once it is proven that it is expected, that would be the time to Buy. (Has a Short position.)
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New process for extracting protein from canola seed. Pilot project was successful. Always hesitant when companies are going from pilot stage to full production. It always takes longer and is more costly than is expected. Once it is proven that it is expected, that would be the time to Buy. (Has a Short position.)
COMMENT
COMMENT
December 21, 2010
Has been engaged in a large scientific experiment over the last couple of years and appears to going quite well. Essentially turning canola seed into protein and extracting the protein isolates. They think they can get a 90% yield. (Has a very small position.)
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Has been engaged in a large scientific experiment over the last couple of years and appears to going quite well. Essentially turning canola seed into protein and extracting the protein isolates. They think they can get a 90% yield. (Has a very small position.)
SELL
SELL
December 9, 2010
Extracts protein and oil from canola. Plant is just ramping up to production. Recently scaled back his holdings, partly due to analysts shaving back earnings estimates by about 15% in the last 90 days and also 2011 being forecast as just break-even. Expects the 2nd plant in North Dakota will be built.
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Extracts protein and oil from canola. Plant is just ramping up to production. Recently scaled back his holdings, partly due to analysts shaving back earnings estimates by about 15% in the last 90 days and also 2011 being forecast as just break-even. Expects the 2nd plant in North Dakota will be built.
DON'T BUY
DON'T BUY
December 6, 2010
Fairly heavily promoted stock, so there’s been a lot of push on it. Not particularly cheap and there’s still execution risks.
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Fairly heavily promoted stock, so there’s been a lot of push on it. Not particularly cheap and there’s still execution risks.
WATCH
WATCH
November 24, 2010
2010 has been a very eventful year. Brought Saskatoon plant into production and now going into continuous production, which has to continue for 2 months before they can sell product into the food industry and the market is nervous. Very important milestone. Also looking to add a 2nd plant in 2011, which will require more capital.
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2010 has been a very eventful year. Brought Saskatoon plant into production and now going into continuous production, which has to continue for 2 months before they can sell product into the food industry and the market is nervous. Very important milestone. Also looking to add a 2nd plant in 2011, which will require more capital.
Showing 1 to 15 of 37 entries