BYND Beyond Meat

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Fondatore: Ethan Brown
Fondazione: 2009, Los Angeles, California


il futuro dell'alimentazione secondo sole 24 ore


in italia li vende WellDone
per ora la diffusione in europa è scarsa
concorrenti coi soldi veri almeno 3 (però senza il plus "etico")


sul SEC scrivono:
Net loss in 2016, 2017 and 2018 was $25.1 million, $30.4 million and $29.9 million, respectively, as we invested in innovation and growth of our business.


spendono un botto in ricerca e sviluppo (magari finisce che i concorrenti coi soldi veri si rivolgono a loro...o amazon si compra tutta la baracca :D ) bill gates ha messo dei soldi in tempi non sospetti...ma ne ha dati anche a Impossible Foods...


vecchio! 64 +o- 20 ;) ocissimo
 
With the second-best performing IPO in the U.S. this year after Shockwave Medical Inc., Beyond Meat’s success is another sign that veggie burgers, particularly highly engineered varieties that imitate the taste of meat, are becoming more acceptable to the masses.

 
With the second-best performing IPO in the U.S. this year after Shockwave Medical Inc., Beyond Meat’s success is another sign that veggie burgers, particularly highly engineered varieties that imitate the taste of meat, are becoming more acceptable to the masses.

The Economist, in un articolo di parte zponzorizzato da qualche lobby vegan, scrive:

"The school district of Los Angeles, America’s second-largest, will start serving vegan meals in all its schools during the 2018-19 academic year. In its annual meeting in 2018, the American Medical Association called on hospitals to offer more such meals. But most national governments have been reluctant to encourage veganism. That could start to change in 2019 when the European Commission at last begins the process of formally defining what counts as vegan (and vegetarian) food, providing a measure of legal certainty.

At the same time, vegan firms are making meat substitutes that actually look and taste like meat. Beyond Meat’s patties ooze with blood made of beetroot juice. When a vegan steak made by a Dutch firm, Vivera, arrived on supermarket shelves in June, 40,000 were sold within a week. If plant-based “meats” take off, they could become a transformative technology, improving Westerners’ protein-heavy diets, reducing the environmental hoofprint of animal husbandry and perhaps even cutting the cost of food in poor countries."

vecchio! insisto su 64 +o- 20 :D
 
OK!
vecchio! insisto su 64 +o- 20 :D

anche il sole 24 ha un articolo simile :rolleyes:

BYND e "chi come loro" puntano su etica, sostenibilità, riduzione della fame nel mondo, cambiamenti climatici...
vediamo quanto consenso catturano OK!



per il resto sono al primo cippo (66) :specchio:
 
BYND Beyond Meat pubblicherà i dati finanziari del primo trimestre 2019 il 6 giugno 2019 dopo la chiusura dei mercati Usa.
 
Earnings Jun 06 AMC

OK!
BYND e "chi come loro" puntano su etica, sostenibilità, riduzione della fame nel mondo, cambiamenti climatici...
vediamo quanto consenso catturano OK!

OK! ha chiuso il mese a 104,12...sembra un buon consenso :D
 
fatti, non pughniette!

in after a 115 :fiufiu:

pensare che l'hanno messa lì a 25
 
Che bolla pazzesca , finirà come bitcoin, tilray, 3d systems, ma...prima avranno fatto fuori tutti gli short come me :)
 
nessuna protezione (fanno hamburger con i piselli cribbio! posso farli tutti) , solo hype pura !!!
 
fattura 200 ml di dollari e capitalizza 6 miliardi!! appena appena cara....:rolleyes:
e' un titolo da casino al momento, rosso o nero, raddoppi o perdi tutto...la possono anche tirar su ancora un po' ma il prezzo è poi destinato a ridimensionarsi enormemente nei mesi a venire.....
 
BYND ha un botto di soldi da "perdere" :eek:


su marchetuoc mi scrivono:

It has never made a profit

Beyond Meat has successfully grown its revenue over the years, but has yet to produce a profit. In the first nine months of 2018, the company generated revenue of $56.4 million, more than double the $21.1 million posted in the year-earlier period, and more than the $32.6 million posted for all of 2017.

But its net loss in the nine-month period came to $22.4 million, only slightly less than the $23.4 million loss posted in the year-earlier period. The company’s loss for 2017 came to $30.4 million, wider than the $24.1 million loss posted in 2016.

“We anticipate that our operating expenses and capital expenditures will increase substantially in the foreseeable future as we continue to invest to increase our customer base, supplier network and co-manufacturing partners, expand our marketing channels, invest in our distribution and manufacturing facilities, hire additional employees and enhance our technology and production capabilities,” the prospectus cautions. “Our expansion efforts may prove more expensive than we anticipate, and we may not succeed in increasing our revenues and margins sufficiently to offset the anticipated higher expenses.”

Investors should also note that like many companies when they first go public, Beyond Meat is not planning to pay a dividend in the foreseeable future. That means investors must rely on stock gains to generate returns.

It has some big ambitions

Beyond Meat is expecting the alternative meat category to become a multibillion-dollar market over time and to take significant share from the $1.4 trillion global market for meat. The company is planning to mimic the strategy used by the plant-based dairy industry, which currently is the same size as about 13% of the dairy milk industry at about $2 billion in 2017.

“The success of the plant-based dairy industry was based on a strategy of creating plant-based dairy products that tasted better than previous non-dairy substitutes, packaged and merchandised adjacent to their dairy equivalents,” says the prospectus.


Using that same strategy could boost the plant-based meat category to the same proportion of the roughly $270 billion meat category in the U.S. — or $35 billion in the U.S. alone.

The company has launched in Europe via contracts with three distributors and reports strong interest from European grocery and restaurant chains. It is planning to open manufacturing facilities in Europe in 2020. It also has a local distributor in Hong Kong and expects to expand in Asia over time.

It has a surprising number of competitors

Plant-based meat may sound like a niche market, but Beyond Meat says it is operating in a highly competitive environment. The company is competing with other plant-based protein makers, including Boca Foods, Field Roast Grain Meat Co., Gardein, Impossible Foods, Lightlife, Morningstar Farms and Tofurky.
But it also views traditional meat companies as rivals, including such giants as Cargill, Hormel Foods Corp., JBS, Tyson Foods Inc. and WH Group , the owner of Smithfield.
Those companies have far more money and resources and their products are already widely accepted by consumers.
“They may also have lower operational costs, and as a result may be able to offer conventional animal meat to customers at lower costs than plant-based meat,” the prospectus says. “This could cause us to lower our prices, resulting in lower profitability or, in the alternative, cause us to lose market share if we fail to lower prices.”

Alternatively, traditional food companies may decide to acquire makers of plant-based foods and launch their own alternative protein products, using their size and scale to gain market share.

It needs a lot of one special ingredient

The main ingredient in Beyond Meat’s products is pea protein, an extract of yellow peas, which it currently sources from Canada and France. However, it has one single supplier of the protein, which represented 79% of net revenue in the first nine months of 2018. The company has already suffered supply interruptions from this supplier that caused delays in delivery.

The price of pea protein is vulnerable to a range of factors, from poor harvests caused by bad weather to natural disasters and pestilence, as well as changes in economic conditions and the number of farms that grow them.

Beyond Meat says it is working to diversify its supply chain and lock in prices through long-term contracts.
 
per me è una mega bolla ma al momento sto perdendo moltissimo sulla posizione short, unica grande loss dell'anno :(
 
Indietro