Very interesting. Being a follower of Robertet - I think this is a good business - the essence. Thanks!
A few questions - do you care to speculate which is the very large customer? Do you think it is Givaudau ? Why is the big jump in sales from this customer? Do you tink that customer is in the essence business or the juice business..It seems most of the sales growth is coming from that customer. We need to figure out why?
2) do you have any indication of the split between essence and the rest. The company is planning a major expansion on juice and oil. I wonder if oil is part of the essence business. Sorry for all the questions.. A question ask is half answer.
Unfortunately, I can't tell you who their first customer is. I suspect it is Givaudan, given that they have the largest market share, but I have not been able to find any detailed information. It is definitely in the flavours and aromas market.
Regarding the second part of the question, 90% are essences (oils, aromas and flavours), and 10% are juices.
Glad to hear that, it means there are at least two of us who see value here! When you have it published I'll be happy to read your point. Thanks for sharing!
Very interesting. Being a follower of Robertet - I think this is a good business - the essence. Thanks!
A few questions - do you care to speculate which is the very large customer? Do you think it is Givaudau ? Why is the big jump in sales from this customer? Do you tink that customer is in the essence business or the juice business..It seems most of the sales growth is coming from that customer. We need to figure out why?
2) do you have any indication of the split between essence and the rest. The company is planning a major expansion on juice and oil. I wonder if oil is part of the essence business. Sorry for all the questions.. A question ask is half answer.
Unfortunately, I can't tell you who their first customer is. I suspect it is Givaudan, given that they have the largest market share, but I have not been able to find any detailed information. It is definitely in the flavours and aromas market.
Regarding the second part of the question, 90% are essences (oils, aromas and flavours), and 10% are juices.
Glad to hear that, it means there are at least two of us who see value here! When you have it published I'll be happy to read your point. Thanks for sharing!
Nice! Thank you!