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A tip i gave recently PURE has today released news of a very substantial contract, so well worth starting up a thread as this has the making of a potential
mulibagger?
http://www.purecircle.com

RNS Number : 3742A
PureCircle Limited
31 July 2008


PURECIRCLE LIMITED

('PureCircle' or 'the Company')

MAJOR CONTRACTS WITH PEPSICO AND WHOLE EARTH

TO SUPPLY REBAUDIOSIDE-A (REB-A*) AND EXCLUSIVE LICENSE TO MARKET REB-A UNDER THE PureVia BRAND

PEPSICO AND WHOLE EARTH INTRODUCE ALL-NATURAL, ZERO-CALORIE SWEETENER WITH PURECIRCLE-SOURCED REB-A

The Board of PureCircle announces that it has signed substantial, long-term contracts with PepsiCo and Whole Earth Sweetener Company for the supply of high purity Reb-A for use in beverages and tabletop sweeteners worldwide under the PureVia brand. In addition, PepsiCo and Whole Earth will grant PureCircle an exclusive license to market Reb-A under the PureVia brand in certain categories. PureCircle will be entitled to all profits (including sub-licensing fees) related to this exclusive licensing agreement.

PureCircle will continue to be free to sell the non-branded ingredient to all customers across all categories and geographies.

The announcement, from PepsiCo and Whole Earth Sweetener Company, states that PureVia will debut in a new nutritionally-enhanced PepsiCo beverage called 'SoBe Life,' to be launched in Latin America, starting with Peru. PureViaTM will be available initially in three SoBe Life flavour blends: Tropical-Pomegranate, Strawberry-Kiwi and Orange-Tangerine.

Meanwhile, PureVia tabletop sweetener will launch in the United States this autumn, before expanding into drink and food products around the world.

Commenting on the contract award, Magomet Malsagov, Managing Director of PureCircle, said:

'PureCircle has worked extremely hard to build a capability which can support leading food and beverage manufacturers, such as PepsiCo and Whole Earth, in bringing natural, healthy products to consumers on a worldwide basis. These contracts are an important sign of confidence in PureCircle's capabilities to deliver high quality, consistently-pure Reb-A. We look forward to further developments in this exciting market, which we believe will herald a new era in natural sweetening and engender higher expectations on product taste and delivery among consumers.'

cyril

http://www.investegate.co.uk/Article.aspx?id=2009030407001226930

Harry' 3's a crowd,"LOL" good to hear from you. Stuggling this am seem to have a virus which is attacking my neck and glands, not nice. Feeling a little sorry for myself,i believe its known as manflu or so my daughter tells me. Take care, you to mitzy .
cyril

Thats a good rise today soon be 200p.

Hope you are better cyril I've had a nasty virus again the last 2 weeks and trouble breathing .

so did my wife .... guess it was the plastic bag over her head

That would seem like a 'Cheau plonk' induced comment, Cynic!
Take no notice Mitzy. Just the drink talking!!! :o)
Bonne sant ...... Damn, that's drink related as well.

A man turned to his wife and said .. say something that will make me glad and sad at the same time..

The wife said ..Your dick is bigger than your Brothers ..!

All the best Harry and cynic too.

Back in circulation after what would have been an unpleasent weekend, barring ManU win and Chelsea getting stuffed.
Nice rise in the SP and up slightly this am, a steady rise up to the results (Mar4th)
would be most acceptable.
Mitzy, the punch line i like is "your a better lover", more acceptable in mixed company.
cyril

lol cyril.

Could break 200p today and then more.

Lets hope so.

The Times - Feb 4th: In The Know column

Rumour of the day

Shares in Purecircle, the Malaysian sweetener group, have had a good run since mid-January and added another 3p to close at 192p yesterday. Speculation in the City is that the AIM-listed company is set to report strong results early next month and is also sitting on a number of big contract wins. The group has already made deals with PepsiCo and Cargill."

Take a at CHL's RNS today(i.ve posted it on to thier thread) one of my long term holds,always thought a no brainer even more so now?

cyril

Small selling today presumably following British Bulls sell confirmed signal? sp very sensitive to small volume.

Added this am on a t25 as results in less than 3 weeks, which i believe will be
(very?)positive and can see the SP rising as we get closer?
aimho
cyril

I hope your right cyril the latest sp action is moribund.

Mitzy i have waited for the pull back and hope that my timing is right, i do believe we will break the 2 barrier. With right results and perhaps a contract, "even higher" but perhaps that's wishful thinking?
cyril

PURE COUNTRY CIRCLE LIMITED TO PREPARE FOR 2012
Paraguay proveera Coca-Cola y Pepsi endulzantes de kaa heParaguay will provide Coca-Cola and Pepsi ka'a of sweeteners he'
Un alto ejecutivo de la empresa Pure Circle Limited se encuentra en el pa para los estudios de producci. A top executive from the company Pure Circle Limited has been in the country for production studios.

Directivos de la firma multinacional Pure Circle Limited se encuentran en el pa para arrancar con la preparaci del mercado paraguayo como abastecedor de materia prima de alta calidad a las afamadas bebidas Coca-Cola y Pepsi Co. en el futuro. Directors of the multinational firm Pure Circle Limited are in the country to start with the preparation of the Paraguayan market as a supplier of high-quality raw materials to the famous beverage Coca-Cola Co. and Pepsi in the future. Aslo afirmDorn Wenninger, vicepresidente de la corporaci internacional, quien se encuentra de visita. This was stated Wenning Dorn, vice president of the international corporation, who is visiting.

El alto ejecutivo de la empresa asiica informque las firmas multinacionales de bebidas Coca-Cola y Pepsi Co tienen como referente a Pure Circle para la facilitaci de la materia prima. The top executive of the company reported that Asian firms beverage Coca-Cola and Pepsi Co are on Pure Circle for providing the raw material. Por esta raz invierten en Paraguay con el fin de que se convierta en poco tiempo en abastecedor de uno de los principales consumidores del mundo de la stevia refinada. That is why investing in Paraguay in order to soon become a supplier in the world's largest consumers of refined stevia.

Los Estados Unidos habilitpara el consumo de stevia su mercado, pero refinada, no el de consumo en general, entonces nosotros queremos que Paraguay se convierta en el principal abastecedor de materia prima de alta calidad a Coca-Cola y Pepsi Co, refiriWenninger. "The United States qualified for the consumption of stevia market, but refined, not the general consumer, then we want Paraguay to become the leading supplier of high-quality raw materials to Coca-Cola Co and Pepsi," he said Wenning.

INVERSI INVESTMENT

El directivo de Pure Circle, tras reunirse con el ministro de Agricultura y Ganader, Cdido Vera Bejarano, dijo que la inversi de la multinacional en Paraguay puede variar con el correr del tiempo, considerando que los trabajos de investigaci en finca para el mejoramiento de las variedades tienen un costo y m para llegar a unas 3 mil hecteas como mimo. The manager of Pure Circle, after meeting with Minister of Agriculture and Livestock, Candido Vera Bejarano, said the investment of the multinational in Paraguay may vary over time, whereas the work of on-farm research for improving the varieties have a cost and more to reach some 3 hectares or more. Agregque se tiene que incluir en el desembolso la asistencia a los productores y la infraestructura. He has to be included in the disbursement assistance to producers and infrastructure. Con estos puntos citados, Wenninger expresque se desembolsar unos 20 millones de dares anuales, en escala ascendente, hasta llegar a la construcci de las plantas de industrializaci, con lo que se estar superando los 65 millones de dares, cuya cifra fue anticipada por referentes locales de la empresa. With these points, Wenning said it will disburse about $ 20 million per year, in ascending scale, until the construction of industrial plants, which would be beyond the $ 65 million, a figure which was anticipated by referring premises of the company. La firma apunta a tener este a un ingreso superior a los 80 millones de dares, con posibilidades de duplicar y triplicar, tras la aprobaci de los EEUU, del consumo de la stevia refinada. The firm aims to have an income this year than the $ 80 million, with the potential to double and triple, following approval from the U.S., consumption of refined stevia.

CULTIVOS DE RENTA Cash crops

El accionista de la empresa, Miguel Mar Michelagnoli, dijo que apuntan a que el rubro de la stevia deje de ser un cultivo de la agricultura familiar y se convierta en cultivo de renta. The shareholder, Miguel Michelagnoli Mary said pointing to the object of the stevia leaves to be a crop of family farms and becoming cash crops. El mismo apuntque de esa manera, los peques productores se volver competitivos. It noted that in this way, small producers will become competitive.

La caractertica que tiene el cultivo de la stevia es que se cultiva hasta una hectea en las tierras de los peques productores, por ende debemos apuntar a que la stevia sea un cultivo de renta, para aumentar la cantidad de la producci a por lo menos unas 3 mil hecteas, porque actualmente se cuenta con menos de 1.000 hecteas, explic "The feature that is the cultivation of stevia is grown up is that one hectare of land for small producers, therefore we must aim at the cultivation of stevia is an income, to increase production to at least about 3 hectares, because there are now fewer than 1,000 hectares, "he explained.

La empresa desarrolla cultivos experimentales de kaa Hepara conseguir un mejor material genico, que contenga una extracci del 70% de rebaudiido, ya que actualmente en el pa se cuenta con la variedad criolla, que no tiene el porcentaje de extracci deseado, ya que solo llega al 10%. The company develops experimental crops ka'a He'for better genetic material, containing an extraction of 70% of rebaudiido since the country currently has the landrace, which is not the desired rate of extraction because it only reaches 10%.

Pure Circle Limited firmun acuerdo con el Ministerio de Agricultura y Ganader (MAG) el d de ayer, en el que se incluyen tres puntos principales que son la extensi agraria para aumentar la cantidad del ea, la transferencia de tecnolog y la capacitaci de los productores. Pure Circle Limited signed an agreement with the Ministry of Agriculture and Livestock (MAG) yesterday, which includes three main points that are the extension to increase the amount of area, technology transfer and training of producers.


A translated version which takes a little understanding but well worth t.


cyril

Thanks cyril my Spanish is getting better I almost understood every word take one or two I like this bit:

La firma apunta a tener este ano un ingreso superior a los80 millones de dolares, con posibilidades de duplicary triplicar...

me no speaka the lingo?
Sounds good for the coming results on 4th March.
cyril

me no speaka the lingo?
Sounds good for the coming results on 4th March.
cyril

Sin duda PureCircle is una empresa especial..

Spanish aside, ive taken up cyrils lead and added this morning. I think the results will be very good and more deals contracts to be awarded?, I wouldnt bet against it.

Brokers recos show that the forward P/E going into 2010 is just a miserly 5, way too cheap....

PureCircle Ltd

FORECASTS
2009 2010

Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Hanson Westhouse
18-12-08 BUY 13.00 8.40 50.06 30.90

Mirabaud Securities
25-11-08 BUY 12.54 9.90 52.16 38.30

2009 2010
Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Consensus 12.79 9.10
1 Month Change 0.00 0.00
3 Month Change 1.28 0.70


GROWTH
2007 (A) 2009 (E) 2010 (E)

Norm. EPS % 1,279.30% 277.47%
DPS % % %

INVESTMENT RATIOS
2007 (A) 2009 (E) 2010 (E)

EBITDA 1.67m 16.34m 55.93m

EBIT 1.19m 14.53m 54.47m

Dividend Yield % % %

Dividend Cover x x x

PER 261.46x 18.96x 5.02x

PEG f 0.02f 0.02f

Net Asset Value PS 23.80p 50.18p 87.82p