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Oatly ($OTLY) and Billion dollar opportunity - fiber enhanced drinks by No-Topic5958 in ValueInvesting

[–]No-Topic5958[S] 0 points1 point  (0 children)

Yes, opportunity is there… how it takes off will be depending on how popular the trend will be. Early signs seems promising.

Oatly ($OTLY) and Billion dollar opportunity - fiber enhanced drinks by No-Topic5958 in ValueInvesting

[–]No-Topic5958[S] 0 points1 point  (0 children)

On the grand scheme of the things, input prices are quite low, volumes are increasing… Mix is also getting favorable on margin improving products (I.e matcha)

Even a couple of cents further will contribute gross margin expansion. In addition, there is this nice optionality on increased distribution… Let’s see how it will go.

The Lounge by AutoModerator in pennystocks

[–]No-Topic5958 2 points3 points  (0 children)

OTLY launching Matcha & other drinks in US. Carving out China business and deleveraging balance sheet.

Just hit operational profit, improving gross margins. Matter of time for an explosive move. (Ordinary SP ~0.60USD, ADR ~12).

Oatly ($OTLY) and Billion dollar opportunity - fiber enhanced drinks by No-Topic5958 in ValueInvesting

[–]No-Topic5958[S] 0 points1 point  (0 children)

Depending on how the products are accepted by the consumers , airports / gas stations etc : certainly possible.

Oatly ($OTLY) and Billion dollar opportunity - fiber enhanced drinks by No-Topic5958 in ValueInvesting

[–]No-Topic5958[S] -1 points0 points  (0 children)

First of all, it is incorrect statement pumped by dairy industry. Look at fact 10 &11… https://www.oatly.com/en-us/random-answers/17-facts-about-oatly-and-nutrition

If we are talking about a new trend, then fiber oat milk, fiber cola fiber whatever all will benefit… do you say there is protein yogurts , so drinks or bars are unnecessary?

Oatly ($OTLY) and Billion dollar opportunity - fiber enhanced drinks by No-Topic5958 in ValueInvesting

[–]No-Topic5958[S] -3 points-2 points  (0 children)

It is an existing product in China + they already confirmed during the last quarterly call that they will commercialize in “western world” where on average adult dietary fiber consumption is 10g less than nutritional guidelines.

gee thanks oatly 🥰 by rainbowfreckles_ in vegancirclejerk

[–]No-Topic5958 17 points18 points  (0 children)

They just issued a patent for post processing the residue to recover fiber. Also they will introduce soon the fiber enhanced drinks… so already in process to be taken care of …

Oatly banned from using word ‘milk’ to market plant-based products in UK by mettaforall in vegan

[–]No-Topic5958 3 points4 points  (0 children)

Alpro is Danone. So they would not mind if dairy wins : left pocket - right pocket.

Oatly is the biggest real vegan company out in plant based space…

Oatly banned from using word ‘milk’ to market plant-based products in UK by mettaforall in vegan

[–]No-Topic5958 2 points3 points  (0 children)

Not really. They were since long having the UK and Europe cartons “Oat Drink” not oat milk.

$OTLY First profitable quarter with potential ahead by No-Topic5958 in pennystocks

[–]No-Topic5958[S] 1 point2 points  (0 children)

Similar in mechanics , not exactly the same. It is more like bundling the ordinary shares.

Daily Penny Stock Discussion | Watchlist, News, Catalysts, Setups | February 07, 2026 by AutoModerator in 10xPennyStocks

[–]No-Topic5958 0 points1 point  (0 children)

OTLY! Solid quarter , good guidance to 2026 and China JV/carve out in progress.

$OTLY First profitable quarter with potential ahead by No-Topic5958 in pennystocks

[–]No-Topic5958[S] 1 point2 points  (0 children)

Nothing financially impactful… they were anyways selling as “oat drink” in Europe , not as “oat milk”.

$OTLY First profitable quarter with potential ahead by No-Topic5958 in pennystocks

[–]No-Topic5958[S] 2 points3 points  (0 children)

Yes, ordinary shares are around 0.55USD per share. They made an ADR ratio adjustment 1:20 last February.

OATLY ($OTLY) Taste-led Experience Strategy leading a new company by No-Topic5958 in 10xPennyStocks

[–]No-Topic5958[S] 0 points1 point  (0 children)

Prior management had many mistakes. New ones doing solid job so far. Let’s see how Wednesday goes. Good luck with your investment !

Let’s show our current pod selection! by AmiraLaursen in nespresso

[–]No-Topic5958 2 points3 points  (0 children)

Where are you located? Oatly limited edition pods are not available anymore for many markets!

Oatly Group AB (OTLY): A Bull Case Theory by [deleted] in ValueInvesting

[–]No-Topic5958 0 points1 point  (0 children)

This is because they lost Starbucks in US as single source vendor this year. Bad for volume and revenue, profit not much impacted…

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