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To: ayeyou who wrote (41530)	4/14/2016 10:00:20 AM
From: jorjen	Respond to of 49402

CZO is firing on all cylinders and q1 should also continue this strong trend. This is exactly what you are looking for in the microchip space---a company with increasing revenues and earnings.........and very strong increases. The have developed a moat around their business and are still in the early innings. If Pepsico decides to go with their product------game changer for sure !!! I can't wait to see the next quarter.

To: ayeyou who wrote (41530)	4/14/2016 11:19:24 AM
From: El Canadiense	Read Replies (1) \| Respond to of 49402

Agreed on all accounts, but the Pepsi thing is gonna be for their Quaker Oat brand not drinks. The cholesterol lower functional drink is something CZO has targeted to develop by themselves for end 2016 I believe.

To: ayeyou who wrote (41530)	4/14/2016 10:13:51 PM
From: Empire82	Read Replies (1) \| Respond to of 49402

Those were definitely pretty solid earnings for CZO, but I did read this in the MD&A "The significant increase to net income in the fourth quarter of 2015 relates to the recognition of net deferred tax assets of $1,147,000 and an investment tax credit receivable of $603,000. Management assessed that it was probable that sufficient taxable income would be available in the foreseeable future to realize these assets".