About

In September 2008, Ninety Plc (since renamed Sorbic International Plc) completed the acquisition of Honour Field International Ltd for a consideration up to £20.12m. Honour Field is an investment holding company registered in the British Virgin Islands whose trading subsidiary, Linyi Van Science and Technique Co., Ltd is principally engaged in the manufacture of food preservatives.

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Background and principal activity

Linyi Van Science and Technique Co., Ltd (“LVST”), was founded in July 2001 as a private company from a previously state owned enterprise in Shandong Province, PRC. LVST’s principal activity is the production and sale of the food preservatives Sorbic Acid and Potassium Sorbate from its 33,000 m2 production facility in Linyi City, Shandong Province, PRC. LVST currently produces for sale approximately 3,000 metric tonnes of Sorbic Acid and 5,000 metric tonnes of Potassium Sorbate per year

Industry Overview

With the steady growth of the global population, increased production of agricultural products has become essential to ensure adequate food supply. This has led to a corresponding increase in the demand for food preservatives. In the 1940’s, Sorbates were found to be effective antimicrobial agents and have since then been used as preservatives in a wide range of foodstuffs and drinks.

From 1970 to 1996, six companies produced nearly all Sorbates sold worldwide. However, a number of these left the Sorbate industry in the late 1990’s. Those that remained moved their operations to China, attracted by its relaxed regulatory regime and lower cost of production as a result of cheaper energy costs and lower wages.

Global Demand and Supply of Sorbic Acid and Potassium Sorbate

Global demand for Sorbic Acid and Potassium Sorbate has increased as a result of the increase in the world’s population and higher demand for food. According to the Food and Agriculture Organization of the United Nations, global population increased by over 74.8 per cent. between 1970 and 2005, and is expected to reach 8.3 billion by 2030. With the steady growth of the global population, increased production of food products is essential to ensure adequate food supply. The continuous increase in food production has significantly increased the importance of, and demand for, food preservatives.

Customers

In 2007, LVST sold 47.7 per cent. of its products to overseas markets and 52.3 per cent. to the Chinese domestic market. In that period, its overseas customers were spread over 46 countries and its domestic customers were spread all over China.

LVST has sought to broaden its customer base and explore new markets, and now manufactures kosher and halal products for use in end products in the Jewish and Islamic markets. Over the last twenty-five years, the New Board believes that the demand for kosher certified products has increased significantly.

For the year ended 31 December 2007, the turnover attributable to LVST’s five largest customers was, in aggregate, approximately 39.2 per cent. of sales, with the largest customer accounting for 13.6 per cent. of revenues.

Future strategy

The New Board believes the Enlarged Group has three main elements to its future strategy.

  • New facilities - At present, LVST operates from a site in LinYi City. The existing facility has an area of approximately 33,000 m². and has two production lines which are currently operating at their full design capacities. In order for LVST to be better positioned to service future anticipated growth in demand for its products, it has acquired land immediately adjacent to its present site with total area of approximately 14,700 m². Subject to raising funds of approximately RMB 100 million (circa £7.3 million), LVST plans to expand its facility with the addition of two more production lines which would double the existing capacity. A major international food manufacturer has already expressed an interest in purchasing the entire output from one of the proposed new production lines.
  • Increase marketing activities - Currently the New Board believes that sales of products are limited by production capacity. Anticipating the increase in production capacity, the New Board plans to enhance its effort in the area of distribution. With strong growth potential in both domestic and international market, it is proposed that the sales team focus on developing new markets while strengthening the relationship with the existing customers.
  • Acquisition opportunities - Whilst the New Board believe that there are substantial opportunities for organic growth through increased production, they will also consider suitable acquisition opportunities as they arise.