Just listened to it. What really keeps sticking out is the fact that there is just so much demand and less supply. Of course they are working at solving some of that bt working with new suppliers. But the fact is Sun Opta can raise prices and keep margins strong with their positioning.
I think they have finally figured out that they have to simplify the company and get rid of all the confusing off-topic businesses. If they can get valued like an organic food manufacturer they would be valued 2-4 times higher. TFM, for example, has a price/sales four times higher and price/earnings nearly double. STKL management is on the right track now and making all the right moves.