Today I added the 3️⃣rd one from my previous list into my Micro Cap portfolio… and it was
$BU.TO
🌱 The plant protein industry is evolving, moving from the first wave (soy, commodity pea) to a second wave of much higher-quality proteins: ingredients that disappear into formulations, with neutral flavor, strong solubility across pH, heat stability, reliable emulsification/foaming, and a complete amino profile.
👉 This is exactly where Burcon has an edge and room to capture market share.
🤝 Credit to
@PaulAndreola for putting this investment idea on my radar.
Later this week I’ll share a full post with the complete investment thesis.
In the meantime, I highly recommend this excellent interview & Q&A between Paul and CEO Kip Underwood:
youtu.be/iWpCpIBIUco?si=NnLE…
Also worth checking out several other updates on the
@RadiusResearch YouTube channel.