SOI soil sub technologies limited

ForrestI don't think they're quite in the same business as IPL...

  1. 160 Posts.
    Forrest

    I don't think they're quite in the same business as IPL at the moment as SOI's patented process is for manufacture of a soil substitute rather than a fertilizer manufacture? Having said that, they list applications of Nutrimix (on their website) as

    * Commercial landscaping
    * Horticulture (greenhouse and glasshouse)
    * Commercial nurseries
    * Golf course construction
    * Floriculture
    * Specialised turf farms

    I'm not a scientist so don't know whether the product would be suitable for growing crops or not. Do you have any detail on that?

    I can see a massive upside for SOI via sales to their target territories and drought stricken regions. The pricing on their existing licensing deal with China is for $30m to service 400,000 hectares which is $75 / hectare. Does anyone know what the equivalent for IPL fertilizer is?

    I also note that the nutrient life of the product is 3 years so we can expect if the product is proven commerically via the initial chinese biodiesel project that the company will get return custom (ie close enough to a back-end revenue stream model).

    Lastly, they should be able to maintain a very low operating cost base given they are basically a holding company that owns the IP and a marketing and distribution subsidiary working via regional agency agreements. Also note the CPH connection in the middle east.

    Will be a very interesting one to watch. Particulary as they disclose new contracts and meeting existing contract milestones.



 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.