Enwave corporation

Beleggen in aandelen beurs China Shanghai Composite, Toronto, etc.
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Re: Enwave corporation

Berichtdoor marcator » 11 Jan 2018 18:50

Wat meer info over hoe Enwave de Japanse markt wil veroveren : ze hebben lokale partner Correns corp onder de arm genomen, de eerste japanse Teloa deal is binnen :

ENW.V has been working hard this past year to build their market penetration in a major market: Japan. They have a Cooperation Agreement with Correns Corporation of Tokyo with the specific aim of broadening ENW.V’s Japanese sales and business development network. Correns collaborates with ENW.V in supporting research and development, along with potential future commercial installations in Japan.

Today (January 10, 2018), ENW.V announced that it has signed a Technology Evaluation and License Option Agreement with Calbee Incorporated. While most themoneynarrative readers may not have heard of Calbee, it is the largest snack food manufacturer in Japan, with a broad international presence. Calbee engaged in extensive due diligence at ENW.V’s Canadian facilities, and is very serious about applying ENW.V’s technology in its food manufacturing process.

Themoneynarrative is a fan of ENW.V’s methodical client development process. The Japanese market is extremely important considering its size alone. Barriers to entry can be difficult to overcome given cultural issues and very high food preparation standards, so entry into the Japanese market represents a big endorsement of ENW.V and its technology. We continue to recommend the company, which in our opinion will yield solid gains in the years ahead.

ENW.V is a themoneynarrative SEEKING ALPHA PICK, suitable for investors with high risk tolerance.Wat meer details over de inspanningen om in Japan te penetreren met de REv technilogie.

Nog enkele kwartalen tot structurele winst ...




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Re: Enwave corporation

Berichtdoor marcator » 17 Jan 2018 14:31

Weer een REV machine verkocht.

Eerder had Enwave al een royalty-based licentiedeal met Bare foods afgesloten , op 4 April 2017.
De aankoop nu van de REV machine is een logisch gevolg hiervan. Het geeft geeft wel aan wat het typische tijdsverloop is tussen een licenteideal en de effectieve productiestart : tegen dat alles getest en opgestart is zijn we een jaar verder, en dan pas beginnen de royalties binnen te komen naargelang de verkoop va de nieuwe producten aanslaat in de markt.
De grootte van de machine is niet meegedeeld ("small") , dus wellicht slechts een 10 KW type. Wie het kleine niet eert...


16-Jan-2018 ,
EnWave Signs Equipment Purchase Agreement with Bare Foods Co, a leading American snack food company. Pursuant to the Agreement, Bare Foods has purchased a small commercial-scale Radiant Energy Vacuum ('REV') machine to begin production in 2018.

About Bare Foods Co.

Bare Foods creates deliciously simple foods to keep consumers healthy and
happy. Bare Foods is on a mission to create a healthy eating revolution,
motivated by a founding philosophy of creating delicious foods with simple
ingredients and nothing artificial ever. Bare Foods believes that the less you
add, the more you actually taste. Bare products are available in the U.S.
market in natural and grocery retailers including Whole Foods Market, Sprouts,
Safeway and Publix as well as national retailers such as Target and Amazon.
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Re: Enwave corporation

Berichtdoor marcator » 22 Jan 2018 17:10

nieuwe opvolging van Enwave door "The Globe" met een koersdoel van 1.5 CAD.
Ze vermelden ook de opvolging door Cormark : 'speculative buy" met koersdoel 1.6 CAD.
En nu de koers nog...

The Globe and Mail reports in its Saturday, Jan. 13, edition that Industrial Alliance Securities analyst Neil Linsdell began coverage of EnWave ($1.09), a Vancouver-based technology company, with a "buy" rating and share target of $1.50. The Globe's David Leeder writes in the Eye On Equities column that Mr. Linsdell says in a note: "We have seen a significant ramp-up in partnerships and unit deliveries over the last few years as Moon Cheese and other partnerships have proven the value of EnWave's technology. The company is now working to increase its capacity to manage and deliver against this increased level of interest. We also expect the steady royalty stream from the installed units to increase substantially over the next few years and for the installed capacity and utilization rates to increase."
The lone other analyst currently covering the stock, according to Bloomberg, is Cormark analyst Kyle McPhee. He has a "speculative buy" rating and $1.60 target for the stock.

Nog enkele kwartalen tot structurele winst !

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Re: Enwave corporation

Berichtdoor marcator » 01 Feb 2018 16:30

Eerste (kleine 10 KW ) REV machine voor de cannabis sector is geleverd ! binnen 6 maand volgt een grote machine.
ENW koers reageert alvast met +5pct , want alles rond cannabis trekt nog steeds speculatieve beleggers aan.

EnWave Corp. has shipped commercial-scale radiant energy vacuum dehydrator to Tilray. Tilray will use the machine to produce medical cannabis.

For the first time, EnWave Corp. has shipped a commercial radiant energy vacuum dehydration machine for further research refinement and also for the commercial production of medical cannabis. Additionally, the company has named Tilray, a major Canadian licensed producer, as its licensed partner under the terms of an exclusive, sublicensable royalty-bearing commercial licence signed in October, 2017. The licence grants Tilray an exclusive right to use and sublicense the company's proprietary REV dehydration technology in Canada for efficient production of high-quality dried and decontaminated cannabis products.
The shipment and installation marks EnWave's entrance into the rapidly growing Canadian cannabis market. The partnership with Tilray has been designed to pair EnWave's disruptive cannabis processing technology with Tilray's industry-leading processing capabilities and regulatory expertise. The Company's strategy, in partnership with Tilray, is to secure additional royalty bearing sub-licenses with additional licensed producers in the
cannabis sector.

This first small-scale 10 kW REV{A ™} dryer will be used by Tilray to initiate commercial production and for advanced product development. A second, larger-scale, continuous 60kW commercial REV{A ™} machine will be shipped to the LP before mid-2018 to initiate large-scale commercial production.

Tilray is a global pioneer in the research, cultivation, processing and distribution of medical cannabis and cannabinoids. Tilray was the first
federally licensed cannabis company to be EU GMP certified to produce medical cannabis. The company currently serves tens of thousands of patients, physicians, pharmacies, governments, hospitals, and researchers in eight countries spanning four continents through its affiliated entities in Australia and New Zealand (Tilray Australia New Zealand Pty Ltd), Canada (Tilray Canada Ltd), Germany (Tilray Deutschland GmbH), and Portugal (Tilray Portugal Unipessoal Lda).
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Re: Enwave corporation

Berichtdoor maartenverhoeve » 01 Feb 2018 18:30

1.13 cad nu en 235.000 stuks verhandeld,
Lijkt me technisch een serieus koopsignaal!
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In port; socfinasia,GIMV, banco santander, Enwave, Ageas, Western Cop, Quest for growth, Intervest Offices, euronav, Proximus, ArGEN-x, galapagos, postNL, Bpost, Retail estate

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In afwachting resultaten Enwave corporation

Berichtdoor William Wallace 2 » 22 Feb 2018 08:07

EnWave Acquires Remaining 49% Non-Controlling Interest in NutraDried LLP

NutraDried has been the most profitable business unit for the Company. Fiscal 2017 net income was $716,000 and revenues were $6,556,000. Based on the $2,266,000 purchase price for the 49%, the purchase price multiples were 6.5 times income and 0.7 times revenues.

EnWave expects NutraDried to continue contributing positive earnings, revenue growth and cash flow for the Company. NutraDried's revenues have been increasing each year, reporting $6,556,000 for fiscal year 2017, up 30 times in three years from $221,000 in 2014, its first year of operations.

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Re: Enwave corporation

Berichtdoor marcator » 22 Feb 2018 17:05

De Nutradried overname is een heel goeie zaak, het bedrijf is mooi winstgevend en de groei komt eraan met de forse uitbreiding van de verkoopskanalen via pharmaketens en supermarkten, nieuwe verpakkingen met grotere inhoud en dus meer omzet , en ze zijn ook hard aan het werken aan het uitbreiden van de product portfolio met andere kaassoorten en andere toepassingen zoals strooikaas ...

Da's tenminste 1 bedrijf waar ze zeker zijn van de inkomsten, die andere licenties zijn allemaal afhankelijk van het success van de nieuwe producten... duurt allemaal langer dan gedacht.

flipper
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Re: Enwave corporation

Berichtdoor flipper » 23 Feb 2018 09:17

De cijfers voor het 1ste kwartaal staan op de website.

De overname van NutraDried is inderdaad een goede zaak. Dit begint stilaan te draaien na de terugval in 2017 en is momenteel winstgevend met mooie omzet- en winststijging. Hopelijk volgt nu snel de aankoop van een 2de machine.

Voor de royalties blijft het inderdaad traag gaan of veel trager dan ik had verwacht. Net over de 200.000 in dit kwartaal.
Maar nu snap ik hun business beter door de interviews met Smallcap en waarom dit zo traag gaat. Klanten die eerst nieuwe producten ontwikkelen, dat dan nog moet aanslaan voor het werkelijk op de markt komt en dan pas beginnen ze royalties te genereren (wat al makkelijk 1 tot 2 jaar kan duren).
Verwacht wordt dat de cannabis-deal nog wel dit boekjaar gaat bijdrage aan de royalties.
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Re: Enwave corporation

Berichtdoor marcator » 23 Feb 2018 11:09

nog wat details over Nutradried :
NutraDried manufactures and distributes Moon Cheese, an all-natural dried cheese snack produced using REV technology. NutraDried produces Moon Cheese in cheddar, gouda, mozzarella and pepper jack flavours at its manufacturing facility located in Ferndale, Wash., and distributes it in over 20,000 retail locations across Canada and the United States. Notable retail points of distribution include Starbucks, Target, Rite Aid, CVS, Safeway, Loblaws, Save-On-Foods and, most recently, Costco's Midwest division.

The acquisition will allow NutraDried to pursue additional product opportunities using its installed 100-kilowatt nutraREV processing line, including new product line extensions, and will demonstrate the value proposition for using REV to introduce new healthy snacking alternatives. It is not EnWave's intent to compete directly with current or prospective royalty partners. Rather, the acquisition will allow the company to develop new product demonstration concepts to promote further and more rapid commercialization for REV products.

Persoonlijk vind ik de Mozarella de lekkerste, de gouda heb ik nog niet geproefd.

Benieuwd of ze de Nutradried divisie nu ook gaan inzetten om de nieuwe dry-food voor de US Military in productie te brengen.

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Re: Enwave corporation

Berichtdoor marcator » 23 Feb 2018 16:24

Tja, Enwave geeft een lange oplijsting van alle nieuwe deals en van de consolidatie van Nutradried, maar dit is allemaal al op dit forum de revu gepasseerd.

Goed te lezen dat ze alweer stevig cash positief draaien (+315 K$ in 1Q).

Er is een grote pipeline van nieuwe deals, maar jammer dat daarvoor eerst en vooral de Sales en Marketing kosten erg blijken te stijgen (plus 200 K$ naar 590 K$ in 1Q) , en dat de inkomsten pas later komen via licenties en een pct op de verkoop van de niieuwe producten...

Ook weer erg frustrerend om te lezen dat ze zichzelf toch wel wreed ruim belonen, er gaat een flink pak geld naar het management (400 K$ op jaarbasis), en dat terwijl er nog geen netto geld verdiend wordt...

Goed om te lezen dat (na de 10 M$ kapitaalsverhoging eind vorig jaar) er wel voldoende geld in het laatje zit in afwachting van winst, dus geen kapitaalronde meer te verwachten.

Kortom , weinig nieuws : we zijn nog steeds enkele kwartalen verwijderd van structurele winst.

Full story hieronder voor de gretige lezers.

ENWAVE ANNOUNCES 2018 FIRST QUARTER CONSOLIDATED INTERIM FINANCIAL RESULTS

EnWave Corp. lost $397,000 on revenues of $4.51-million for the first quarter ended Dec. 31, 2017. The company lost $618,000 on revenues of $3.46-million during the same period last year.

During the first quarter of 2018, EnWave made significant progress in the commercialization and deployment of its Radiant Energy Vacuum (REVTM) dehydration technology. The superior product quality and economic advantages
of using REV technology as an alternative to conventional options is being proven in several market verticals on a global basis. The first quarter of fiscal year 2018 marked the commercial launch of REVTM in to the rapidly
growing medical cannabis sector. EnWave signed a royalty-bearing commercial license agreement with Tilray, a major licensed producer in Canada, and received purchase orders for 10kW REVTM and 60kW REVTM machinery. EnWave delivered the 10kW REVTM machine to Tilray in February 2018 and has commenced construction of the 60kW commercial processing REVTM unit. The company, in partnership with Tilray, will pursue additional commercial opportunities for REV within the Canadian cannabis sector through a sub-licensing structure outlined in the current agreement.

In addition to the Tilray license, EnWave also signed royalty-bearing commercial license agreements with Howe Foods, the second largest banana producer in Australia, and AvoLov LLC, a U.S. based snack food company. Both companies purchased 10kW REVTM machines to commence commercial royalty-bearing production. EnWave's technology continues to capture and increase market share in the food, cannabis and pharmaceutical drying industries. EnWave anticipates continued commercial success and growth in the worldwide deployment of REV technology.

EnWave also continued to expand its royalty partnership and machine sales pipeline through joint produce development projects under technology evaluation and license option agreements ("TELOAs") with prospective partner companies. Since the start of fiscal year 2018, EnWave has entered into three new TELOAs with prospective royalty partners to evaluate the business case for the adoption of REV . Currently, the company has 13 companies actively engaged in TELOA projects and 2 companies with advanced R&D agreements. EnWave's strategy under these projects is to demonstrate the product innovation made possible and attractive processing economics available through the use of REVTM technology.

Further details include:
* Signed a royalty-bearing license agreement with Tilray, a major Canadian medical cannabis Licensed Producer. Tilray has the exclusive right to use and sub-license the company's dehydration technology for cannabis processing in
Canada. Tilray also purchased a large-scale 60kW commercial REV machine to initiate commercial production and a small-scale 10kW commercial REV unit to enable advanced product development.
* Signed a royalty-bearing license with Howe Foods, the second largest producer of bananas in Australia. Howe Foods purchased a small-scale 10kW REVTM machine to initiate commercial production.
* Received an equipment purchase order from Bare Foods Co. ("Bare Foods") for a 10kW REVTM machine to initiate commercial production of healthy fruit snack products. Bare Foods' products are available in the U.S. market in natural and grocery retailers including Whole Foods Market, Sprouts, Safeway and Publix as well as national retailers such as Target and Amazon.
* Signed a royalty-bearing license with AvoLov, LLC ("AvoLov", formerly "AvoChips"), a U.S. based snack company to produce a new, and innovative avocado snack product. AvoLov purchased a 10kW REVTM machine to initiate
commercial production.
* Achieved a series of positive product development results in partnership with the US Army Natick Soldier R&D Center as part of an ongoing project to create superior, phytonutrient-rich field rations for soldiers in the field.
Signed a TELOA with Hampton Farms, a major American peanut and tree nut processor and manufacturer.
* Signed a TELOA with Seven Seas Fish company Limited, a leading Canadian seafood manufacturer and international distributor.
* Signed a TELOA with Calbee Incorporated ("Calbee"), the largest snack food manufacturer in Japan. Calbee will evaluate the use of EnWave's technology at its facilities in Japan using lab-scale REVTM machinery.
* Secured a trial rotation of Moon Cheesetrademark in the Midwest division of Costco Wholesale Corporation ("Costco"). This trial launch represents the company's first sale of club format product and the company plans to target
additional future club format distribution opportunities.

Acquisition of Remaining 49% of NutraDried : On February 21, 2018, EnWave completed the acquisition of the 49% non-controlling interest in NutraDried LLP, bringing the company's ownership to 100% of the equity interest in NutraDried LLP ("NutraDried"). NutraDried is a wholly owned subsidiary in the business of manufacturing and distributing Moon Cheesetrademark, an all-natural crunchy snack food made using the EnWave's REVTM technology. The acquisition of the non-controlling interest in NutraDried will allow the company to pursue additional commercial opportunities using the installed 100kW nutraREVtrademark processing line, as well as enhance the ability for EnWave to use NutraDried's processing capabilities as a showcase to prospective royalty partner companies. NutraDried is a profitable business segment of the company, reporting $716,000 in net income for fiscal year 2017, and $416,000 for Q1 2018.

Key Financial Highlights for Q1 2018 (expressed in $ '000s):

Increasing consolidated revenues with Q1 2018 revenue of $4,519 compared to $3,467 for Q1 of 2017, an increase of 30%. Royalty revenues for Q1 2018 increased to $203, compared with $122 for Q1 of 2017 and $77 for Q4 2017.

Continuing to be cash flow positive with cash flow from operations prior to changes in non-cash working capital(*) of $315 for Q1 2018 compared to negative $112 for Q1 2017, showing positive cash flows from operations before taking to account changes in working capital.

Building sales pipeline by way of increased S&M expense to $590 compared to $305 for 2017, an increase of $205. EnWave Canada maintained consistent S&M expenses and plans to increase investment into S&M activities to drive revenue growth. Containing G&A expense with G&A for Q1 2018 being consistent with Q1 2017, with an increase of $58. G&A expense as a percentage of revenue for Q1 2018 was 13%, which improved over the 15% for Q1 2017. Decreasing R&D expenses with R&D expense for Q1 2018 of $272, compared to $291 for Q1 of 2017, a decrease of $19. The company continues to invest strategically to strengthen its patent portfolio and to develop new product innovations with commercial potential. Increasing revenues for NutraDried with Q1 2018 revenues of $2,398 compared to Q1 2017 revenues of $1,322, an increase of $1,076 or 81%. NutraDried continues to increase points of distribution for its all-natural, crunchy Moon Cheesetrademark snack.

Reporting net income at NutraDried of $416 for Q1 2018 compared to $126 for Q1 2017, an increase of 230%. NutraDried continued to contribute to the growth of the company. NutraDried's success solidifies the business case for using REVTM for creating profitable consumer products and new brands for our royalty partners.

Strengthening the balance sheet by completing a prospectus offering and concurrent private placement of 9,530,000 Units of the company at $1.05 each for combined gross proceeds of $10 million on November 15, 2017. Each Unit consisted of one common share and one-half of one common share purchase warrant (each whole common share purchase warrant, a "Warrant"). The Warrants were accepted for listing by the TSX Venture Exchange and commenced trading under the symbol ENW.WT at the open of the market on November 22, 2017.