Putting up with the looooooong boring periods of inactivity with this share for three main reasons as I see it: Virtual Stock- worth the Market Cap on its own. Bosques- Potenting £multi-million business. Amedeo- a couple of orders could make a massive swing here. I appreciate I am probably preaching to the converted but, as they say, do your own research. I predict big things here, just can't put a timescale on it.
For one, it’s an intercropper, in terms of deployment — multiple crops go into the same field.
We’ve seen increasing attention to multi-crop strategies in recent months, as sweet sorghum continues to to attract attention as a companion to sugar cane, proving impressive sugar yields in the four months of the year when cane is not harvested.
So, there’s off-season potential. But what about the pre-season potential — the period when jatropha is coming to maturity?
In fact, that’s what the Bosques multi-year, multi-crop strategy is all about. In their model, growers plant castor as a lower-value, but relatively instantaneous oilseed cash crop — at the same time as jatropha is planted for the mid-term, and pongamia is planted for the long-term
In science, there exists the difficulty in developing a new energy crop — improving yields and stress tolerance, identifying the right geographies for deployment, developing and sharing the agricultural practices and training, and so on. A number of new energy crops and residues have been brought along by companies such as Agrisoma, SGB, Yulex, Ceres, Chromatin, NexSteppe and more, despite the odds.
But there also has been the difficulty in developing an economic model for deployment, that proves more attractive and safe than the “here’s your seed, get going” approach that has proven uninspiring to local growers.
Indeed, growers have proven adept at trialing new energy crops, but bailing at the first sign of trouble — and the lack of robust models for deployment that offer sufficient returns is a prime reason for that, No more so than with the introduction of new, high-yield perennials, trees and bushes whose seeds take years to develop but provide excellent economics in the long-term. Annuals have been easier to deploy, given the fast returns.
Along comes Bosques Energeticos to change that. A Mexican early-stage company, it has been best known for developing improved jatropha varietals. But as former SBG CEO Kirk Haney often observed, “it wasn’t jatropha that failed, it was the jatropha business model that failed.”
“D1 and GEM rise to prominence and collapsed, all associated with jatropha,” said Zafar Karim, chairman of Legendary Investments, a listed London company which invested in Bosques in 2010 and effectively put them on the map. “And one of those ventures was quite serious in its ambitions, and relatively accomplished. So, I grilled Bosques hard when I first met them. One thing I saw is that one of the biggest problems with small companies like Bosques is actually that they are so unknown and under the radar that it becomes a problem. but investing via a listed company we have given them a profile, without their having to be a listed company themselves at this time.
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