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NutraCea Announces First Quarter 2008 Financial Results

Source: NutraCea
13/05/2008

Phoenix, May 12 - NutraCea, a world leader in stabilized rice bran (SRB), nutrient research and technology, today announced financial results for its first quarter ended March 31, 2008. Consolidated net revenues rose 155% to $5.1 million for the first quarter of 2008, compared to consolidated net revenues of $2.0 million for the first quarter of 2007. The $3.1 million increase was primarily due to a $860,000 increase in sales of products produced in the United States, an increase of $17,000 in royalty revenues and $2.2 million in sales from the Company's Irgovel subsidiary in Brazil for the period February 19, 2008 through March 31, 2008.

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The Company reported a net loss of $(6.8) million, or $(0.05) per share, compared to a net loss of $(247,000), or $0.00 per share for first quarter 2007. The loss was primarily due to a $4.5 million increase in operating expenses and a net decrease in Other Income and Expenses (net) of $1.4 million.

    Sales, General and Administrative (SG&A) expenses were $5.2 million, compared to SG&A of $2.3 million for the first quarter of 2007. This increase was primarily due to expanded investment in personnel, infrastructure and sales and marketing activities to meet anticipated future demands. In the quarter we wrote down $390,000 in connection with a doubtful note receivable. The Company's professional fees were $2.0 million compared to $459,000 for the same quarter last year. These expenses were primarily due to consulting and legal fees of approximately $621,000 in connection with marketing and business development, SOX 404 activities, the acquisition of Irgovel and our investment in PT Panganmas Inti Nusantara, an Indonesian Company (PIN), made through our Medan LLC subsidiary. We also incurred a $750,000 broker fee which included the estimated value of an option to be issued related to our investment PIN. Of the $5.2 million in SG&A during the quarter, approximately $1.5 million were non-cash charges.

    Brad Edson, president and CEO of NutraCea, commented, "The revenues that we reported for our first quarter were significantly higher year-over-year and slightly lower than we anticipated over Q4 of 2007 as we purposely began to build inventory for product roll outs for new and existing customers that are expected to occur late in our third quarter and build into our fourth quarter. Currently, on a cost basis, we have approximately $2.8 million in domestic inventory, which is a large number for us but necessary in order for the Company to have sufficient quantities of supply to be able to meet anticipated sales demands later this year. We will continue to build our inventory from current levels and are in fact adding further temporary warehousing space to accommodate our inventory needs. When our expected new sales come in during the second half of the year, our inventory will decrease significantly.

    "Our production capability will meaningfully increase this quarter and even though we will be adding to inventory during the quarter, we should see our revenue grow from our reported $5.2 million in sales in the first quarter to between $9.0 and $10.0 million in our second quarter."

    Mr. Edson added, "We expect to see continued top line growth quarter over quarter for the balance of the year as additional production comes on line, and we later begin to pull down on our inventory. This should be accompanied by continued decreases in operating costs over the next few quarters. Furthermore, the Company anticipates it will be able to contractually secure additional international supply and production agreements for raw bran this calendar year that should increase our ability to satisfy the new and anticipated demand for NutraCea's products for future years."

    About NutraCea

    NutraCea is a leader in stabilized rice bran nutrient research and dietary supplement development. Through its wholly owned subsidiary RiceX, the company manufactures and distributes products and food ingredients made from rice bran through its proprietary technology and processes. The company has developed intellectual properties to create a range of proprietary product formulations, delivery systems and whole food nutrition products. NutraCea's proprietary technology enables the creation of food and nutrition products from rice bran, normally a wasted by-product of standard rice processing. In addition to its whole foods products, NutraCea develops families of health-promoting "nutraceuticals," including natural arthritis relief and cholesterol-lowering products.

                          NUTRACEA AND SUBSIDIARIES
                    CONSOLIDATED CONDENSED BALANCE SHEETS
 
                                                   March 31,    December 31,
                                                     2008          2007
                                                 (Unaudited)
 
                           ASSETS
    Current assets:
      Cash and cash equivalents                   $5,816,000    $41,298,000
      Restricted cash                              5,281,000        758,000
      Trade accounts receivable,
       net of allowance for doubtful
       accounts of $3,168,000 and
       $2,999,000, respectively                    3,066,000      2,346,000
      Inventories                                  3,831,000      1,808,000
      Notes receivable, current portion,
       net of allowance for doubtful notes
       receivable of $543,000 and $250,000,
       respectively                                7,145,000      2,936,000
      Deposits and other current assets            2,480,000      2,545,000
 
        Total current assets                      27,619,000     51,691,000
 
    Restricted cash                                1,791,000      1,791,000
    Notes receivable, net of current portion          44,000      5,039,000
    Property and equipment, net                   38,939,000     19,328,000
    Investment in joint venture                    9,348,000      1,191,000
    Patents and trademarks, net of
     accumulated amortization                      5,534,000      5,743,000
    Other non-current                                 50,000              -
    Goodwill                                      52,765,000     39,510,000
 
        Total assets                            $136,090,000   $124,293,000
 
          LIABILITIES AND SHAREHOLDERS' EQUITY
    Current liabilities:
      Accounts payable and accrued liabilities   $13,646,000     $7,506,000
      Deferred revenue                               291,000         90,000
      Note payable, current portion                4,424,000          23,00
 
        Total current liabilities                 18,361,000      7,619,000
 
    Long-term liabilities:
      Long-term liabilities                        6,278,000              -
      Notes payable, net of current portion           71,000         77,000
        Total liabilities                         24,710,000      7,696,000
 
    Commitments and contingencies
 
    Shareholders' equity:
      Common stock, no par value,
       350,000,000 shares authorized,
       145,525,000 and 144,108,000 shares
       issued and outstanding                    179,237,000    177,813,000
      Accumulated deficit                        (67,968,000)   (61,216,000)
      Foreign currency cumulative
       translation gain                              111,000              -
        Total shareholders' equity               111,380,000    116,597,000
 
        Total liabilities and shareholders'
         equity                                 $136,090,000   $124,293,000
 
 
 
                          NUTRACEA AND SUBSIDIARIES
               CONSOLIDATED CONDENSED STATEMENTS OF OPERATIONS
                                 (Unaudited)
 
                                                       Quarters ended
                                               March 31, 2008   March 31, 2007
    Revenues
      Net product sales                           $5,084,000     $1,987,000
      Royalty                                         27,000         10,000
        Total revenue                              5,111,000      1,997,000
 
    Cost of goods sold                             4,279,000      1,113,000
    Product warranty cost                            515,000              -
    Total cost of sales                            4,794,000      1,113,000
 
        Gross Margin                                 317,000        884,000
 
    Operating expenses
    Research and development expenses                264,000        121,000
    Selling, general and administrative expenses   5,178,000      2,293,000
    Professional fees                              1,958,000        459,000
        Total operating expenses                   7,400,000      2,873,000
 
        Loss from operations                      (7,083,000)    (1,989,000)
 
    Other income (expense)
      Interest and other income                      260,000        512,000
      Interest expense                              (120,000)             -
      Other income                                   245,000              -
      Equity (loss) in joint venture                 (17,000)             -
      Gain on settlement                                   -      1,250,000
    Net loss before taxes                         (6,715,000)      (227,000)
 
    Provision for income taxes                       (37,000)       (20,000)
 
    Net loss                                     $(6,752,000)     $(247,000)
 
    Basic and diluted earnings per share:
      Basic loss per share                            $(0.05)        $(0.00)
 
    Weighted average basic number of shares
     outstanding                                 144,779,000    111,959,000

 



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