Ten Peaks Coffee Co

TPK-T

Analysis and Opinions about TPK-T

Signal
Opinion
Expert
BUY
BUY
December 17, 2015

It has become a big holding. He took a big position in the summer. He is very happy because it was a great performer. They have the Swiss water decaffeinated coffee process. They have all the big fast food restaurants. Countries like Japan are going toward chemical free decaffeinated coffee. They have one big plant in Vancouver. They are bursting at the seams. They want to build a whole new plant. They decaffeinate coffee coming on the boat and then put it back on the boat. If they can ever separate the caffeine and sell it to Red Bull it will be a big bonus.

Ten Peaks Coffee Co (TPK-T)
December 17, 2015

It has become a big holding. He took a big position in the summer. He is very happy because it was a great performer. They have the Swiss water decaffeinated coffee process. They have all the big fast food restaurants. Countries like Japan are going toward chemical free decaffeinated coffee. They have one big plant in Vancouver. They are bursting at the seams. They want to build a whole new plant. They decaffeinate coffee coming on the boat and then put it back on the boat. If they can ever separate the caffeine and sell it to Red Bull it will be a big bonus.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$11.500
Owned
Yes
COMMENT
COMMENT
November 19, 2015

They decaffeinate coffee in an organic process, so no chemicals are involved. That trend is very big these days and is showing up in their bottom and top line. Very solid growth. A trend that is not going to go away anytime soon. He doesn’t cover this company just yet, but is starting to watch it. He really likes small companies that are growing fast and that not that many people have heard of. Their earnings, cash flow and revenue are really starting to pick up. He likes what is going on.

Ten Peaks Coffee Co (TPK-T)
November 19, 2015

They decaffeinate coffee in an organic process, so no chemicals are involved. That trend is very big these days and is showing up in their bottom and top line. Very solid growth. A trend that is not going to go away anytime soon. He doesn’t cover this company just yet, but is starting to watch it. He really likes small companies that are growing fast and that not that many people have heard of. Their earnings, cash flow and revenue are really starting to pick up. He likes what is going on.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$10.830
Owned
Unknown
TOP PICK
TOP PICK
August 26, 2015

In a strong growth position now. Their decaf, which is chemical free and organic, is the only one that can use the words Swiss Water in it. They supply big chains like Tim Hortons and McDonald’s in Canada. They are just starting with McDonald’s USA. There is a whole 3rd wave of specialty coffee retailers developing in the US. They have perfected their technology so that you cannot tell the difference between decaf and caffeinated anymore. They are not able to retain the caffeine and resell it, but if they were ever able to do that, it would be icing on the cake. Thinks they can easily do $10 million EBITDA. A very unique, high margin, high barrier to entry, pre-cash flow generating company, that is going to be building a new plant and doubling its capacity. Dividend yield of 3.29%.

In a strong growth position now. Their decaf, which is chemical free and organic, is the only one that can use the words Swiss Water in it. They supply big chains like Tim Hortons and McDonald’s in Canada. They are just starting with McDonald’s USA. There is a whole 3rd wave of specialty coffee retailers developing in the US. They have perfected their technology so that you cannot tell the difference between decaf and caffeinated anymore. They are not able to retain the caffeine and resell it, but if they were ever able to do that, it would be icing on the cake. Thinks they can easily do $10 million EBITDA. A very unique, high margin, high barrier to entry, pre-cash flow generating company, that is going to be building a new plant and doubling its capacity. Dividend yield of 3.29%.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$8.200
Owned
Yes
HOLD
HOLD
August 25, 2015

Good company. Last year was one of those years where everything that could go right went right. Wait and see a couple of quarters to see what happens. There are 2 things. The use of proceeds from their financing, and wait and see a couple of normal quarters when not everything in terms of coffee prices, etc. is going their way. There is a good chance that down the road he will be owning this.

Good company. Last year was one of those years where everything that could go right went right. Wait and see a couple of quarters to see what happens. There are 2 things. The use of proceeds from their financing, and wait and see a couple of normal quarters when not everything in terms of coffee prices, etc. is going their way. There is a good chance that down the road he will be owning this.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$7.850
Owned
No
WATCH
WATCH
June 30, 2015

A pretty good company. In terms of ROE, he is looking for 20% and this is around 16%-17%. You have to be a little careful as their financial results for the last 5 or 6 quarters is where everything that could have gone right has gone right. Whether they can maintain this level of profitability is questionable. He would guess that there is a financing coming, so wait to see what they use the proceeds for. If they buy some kind of an interesting kind of tack-on coffee business, it could be a nice up and coming consumer name.

A pretty good company. In terms of ROE, he is looking for 20% and this is around 16%-17%. You have to be a little careful as their financial results for the last 5 or 6 quarters is where everything that could have gone right has gone right. Whether they can maintain this level of profitability is questionable. He would guess that there is a financing coming, so wait to see what they use the proceeds for. If they buy some kind of an interesting kind of tack-on coffee business, it could be a nice up and coming consumer name.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$9.690
Owned
No
Showing 31 to 35 of 35 entries