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clock Created with Sketch. 02/02/23
13:09
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Originally posted by Robbo4242:
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Yep I got the same numbers you did, and agree with most of the points you make. Thanks for the analysis I like the idea of using a brownfield site for the Buntine protein plant, especially if it includes a partnership with an existing manufacturer in that space. My understanding from previous discupa revenue businessssions is that the Sweet Lupin protein extraction technology can be retrofitted to existing manufacturing facilities. 10,000t/pa @ $10k/t (admittedly the high end of their pricing estimate) within this calendar year means this could very quickly be a $100 million/pa business.
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Yes, I've also been looking for the replay on the WOA website, as couldn't make the call...but I can't find it anywhere in the 'Investors' section. Anyone else passed their initiative test and found it?! If so, would be grateful if you could enlighten us - thx
