Een link naar het volledige verslag van de Q2 2019 conference call:https://finance.yahoo.com/news/edited-transcript-crbn-earnings-conference-205136471.html
Een paar teksten:
"I believe that we -- our DHA is market-competitive now. I think our DHA can be, with the right investments in R&D, even more competitive down the road. The balancing act is exactly as you say. When do you say (inaudible) R&D? I think if you make that decision, you really make the decision that this platform is only going to deliver 1, maybe 2 products. And I believe that it has much more in it.
Do not, at this point, need to invest significant to compete with Veramaris. What we will need eventually, and you heard us talk about that, is a product that can make an EPA. For the time being, our belief is that the market will much more known for partial replacement instead of a full replacement. At which point, you really do not need the EPA. It might actually have a cost effect -- cost-competitive advantage by just using DHA."
"Katy Hutchinson, Davy, Research Division - Food Analyst [22]
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A couple of questions from my side on AlgaPrime. What are your expectations on the time to break even for that plant? And do you still expect that, that will be around FY '20/'21? And is there anything you can do to accelerate the buy-in from the retailer side? And also you might just give an indication as to your expectations for volumes for the plant this year.
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Tjerk de Ruiter, Corbion N.V. - Chairman of Management Board & CEO [23]
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Okay. So our expectations have not changed. We believe that this business can reach a breakeven in 2021. Let me be clear there. That is in the year 2021. I don't think we expect for the full year to be breakeven. And, of course, that is in combination with the lactic acid business. So the 2 of them should make the Innovation Platforms a great platform.
With regards to the volume, we're not going to devote any volume specifically. What you clearly will see is a better second half than first half and that's really driven by the seasonality of the business. The salmon peak season is really peaking in the third and fourth quarter of this year."