Now the CEO of Cellmid is buying more shares.
Announcement after close on Friday last week.
That 1m that Eck plonked down was USD as well which converted to 1.3m AUD
I don't think people do this without some idea of whats going on.
Printable View
Now the CEO of Cellmid is buying more shares.
Announcement after close on Friday last week.
That 1m that Eck plonked down was USD as well which converted to 1.3m AUD
I don't think people do this without some idea of whats going on.
Yeah but we lost the ten bagger early ride gig , which really pisses me off. Sat in my seat hoping for a rocket for 6 years. Now after all this time be lucky to see a 2 bagger over the next short time. Still has to go to 55 cents to get back to break even.
Yeah, cammo, we are all a bit frustrated with this Evolis business but Miss Clever Clogs has been busy getting the YPB platform set up for the products.
Quite a clever arrangement actually where the customer eager to know if the product is genuine scans a patch on the container with their phone app.
Results in Customer contact information for continuous customer service heading to Cellmid/Evolis/Advangen.
I suspect this is why retail has not been launched in the States, only online stuff currently.
They did not want to have retail customers stranded without direct access to the evolisprofessional website which is being redesigned.
There is more to this than a few bottles of hair restorer/reviver/regainer.
They are going down the full customer follow up online service for full advice and follow up for results.
Plus a hands on "try before you buy" store in the Ginza.
Other stores may follow elsewhere as this concept has been very successful for the likes of Ulta and Sephora.
No doubt Mr Eck of Ulta likes what he sees and has put his money in.
I await further news. Should have traded all those nice little rises back when...2.5-3c flips. $4 by EOy? Really? What star alignment? Soothsayer.... please elaborate!
IF it rises at the same rate as is currently happening, for the rest of the year.
Somehow I feel this is not going to happen, but an improvement overall is always on the cards with this gem.
CELLMID QUARTERLY OPERATIONAL UPDATE
SYDNEY, Tuesday. 9 January 2018: Cellmid Limited ASX: CDY) (the Company), provides this quarterly operational update and advises that it has achieved all of the targets foreshadowed in its market release on 25 October2017 and listed below.
- The QVC Japan 'million-dollar days on 21 December 2017 has been an outstanding success. Official sales figures are due this week and sales for the second quarter of FY2018 are expected to be released in the coming days.
- The Advangen concept store was launched on 25 October 2017 with a well-attended public relations event, followed by several articles on Advangen's technology and products in local publications. Located in Tokyo's prestigious Ginza Care shopping centre, and providing hair analysis services in addition to selling products, the retail store is also co-promoted with QVC.
- The Company signed up with its second US retail partner. Soft Surroundings. There will be an online launch initially in a similar path to Neiman Marcus. Established premium retailers require new brands to perform online before they commit to the risk and expense of major store launches. Although this takes some time, it also protects the Company by entering into the complex and competitive US market at a relatively low risk. Consequently, we will continue to pursue this strategy in addition to other channels.
- The évolis Professional range was launched in Australian salons in November 2017 and early sales commenced immediately to existing customers, in addition to signing new accounts. The roll-out, primarily through wholesale relationships, will continue in 2018. The Company will engage a small sales force in 2018 to optimise return on investment in this channel, as sales are expected to increase gradually.
- The first stage of the new global évolis website has been completed, and it is currently being tested offline to ensure that all functionalities are performing well. Our expert internal and external teams are committed to ensure that, once launched, the website will deliver on the promised improved data management and marketing capabilities.
- The 'in live' phase of the FSGS (kidney disease) studies at the Westmead Institute was completed in December 2017 and tissue and blood data are currently being analysed by the team. There is early indication that one of the Company's antibodies, not previously tested, is showing efficacy in this model.
In addition to the important milestones above the Company has achieved key corporate outcomes and continues on the path of building its balanced portfolio of life sciences assets as follows:
- The Company has executed a 20:1 consolidation of its capital with strong support from shareholders. Whilst early benefits of the consolidation have started to show already, we expect that these will become even more evident as the underlying assets of the Company continue to appreciate.
- The Company and its évolis® Professional products were featured in WWD, the leading industry magazine for retailers, in a seminal article on product trends in 2018.
- The Company signed an agreement with YPB Limited, an Australian company specialising in product security and customer data acquisition and management. The relationship with YPB will be critical in the Company's évolis® China strategy in 2018 and beyond.
- Since its Neiman Marcus online launch in September the Company has shown strong performance with the retailer and has been invited to submit its strategy for roll-out of the évolis® Professional range in stores throughout the US in 2018.
- The Company presented at the World Congress for Hair Research in Kyoto in October 2017 establishing relationships with leading hair researchers from Japan, the USA and Europe.
- The Company received its R&D tax credit of $947K, further strengthening its balance sheet. This is in addition to the strategic investment by Dennis Eck and support from existing shareholders, which resulted in a capital injection of 1.3 million in December 2017.
Second quarter 2M plus...hmm. The ball has started to roll.....might sit on my sell finger a bit longer
RECORD $2M SALES FOR CELLMID’S FGF5 INHIBITORS
SYDNEY, Wednesday, 10 January 2018:
Cellmid Limited (ASX: CDY) (the Company), is pleased to advise that sales of its FGF5 inhibitor hair growth and anti-aging hair care products for the second quarter of FY2018 reached $2,025,451*, an increase of 115%from the same period last year.(2QFY2017: $943K).
This is the first time the Company has recorded sales above $2 million for the quarter,and it is a 34% increase on the highest previous quarterly result of $1.5 million, which was achieved during the third quarter of FY2017, and coincided with the second QVC ‘million dollar day’ event.
The substantial increase in quarterly sales was the result of continued success with television shopping channel QVC, as well as the commencement of shipping to China following the receipt of import permits for the Jo-Ju® and Lexilis® branded products.
last hours for 2018 competition entries
Serious money hanging around Cellmid now with Thorney Opportunities and TIGA taking an interest.
Just waiting waiting waiting. Big pharma will come eventually. I'm good at waiting.
Ever so slightly in the blue now, but I've been a long term holder.
If they manage to roll past break even this year and we get a few nice announcements about some midkine stuff I'll be much more happy.
If fintan et al. Would buy some more on market I'd be elated ...
Kinda figured this stock would be 250m mcap by now...oh well at least it's still going ...I'd always thought If any of the patent stuff fired with big pharma we would be a ten bagger plus...only by consolidation did we see that lol.
If I'd traded even 10% of the times this share bounced between 2.4-2.9 cents over the years ,I would have made my original investment back several times over.
Unfortunately a stubborn believer regardless....
The CEO Maria Halasz is currently in Neiman Marcus Northpark Mall in Dallas TX giving consultations with regard to Evolis Hair Care.
I think this is the start of the Neiman Marcus retail ( as opposed to online) rollout.
With 42 stores and some allied cheaper outfits it looks like she might be busy for a while.
Dallas is where the NM "Head" Office is located.
Here is a link to Cellmid's very slick and comprehensive Investor Update. ASX:CDY
It contains a lot of information that has been due for a while plus some very interesting developments with Fillerina.
https://hotcopper.com.au/documentemb...2FR95rFiGug%3D
No noise on here after that double whammy???has everybody gone to HC? It'll be coming up on a few radars now....and hopefully a nice little sales warning will roll in before long. ..
I’m still holding
Up 10% today on China news
http://www.cellmid.com.au/SiteMedia/...e%20Market.pdf
Yes but will it hold....... Always a stickler for it's base line this one.
That last 4C for the 3rd quarter at end of March had a couple of lines in it where it said the revenue for the YTD already exceeded last years FY17 sales.
http://www.cellmid.com.au/SiteMedia/...0Quarterly.pdf
With a bit of Fillerina distribution in Aus and NZ,
A million dollar day planned for Japan QVC in June,
A launch of Evolis into Bloomingdales in July,
Building revenues from Neiman Marcus, Soft Surroundings with Evolis,
Building revenues in China with the Joju and Lexilis brands, ( this is part of a two pronged attack on the Chinese market as the Fukan Gren deal announced recently is with the Aussie made Evolis)
http://www.cellmid.com.au/SiteMedia/...e%20Market.pdf
plus the launching of new products for eyebrows, eyelashes and UV protection for hair there would appear to be a strong case for cashflow positive overall building with CDY.
Advangen is already there on its own and looks set to carry the other divisions
across the line especially with about 100 upmarket retail stores in the US.
Only one direction once that cash flow positive is announced or a left field announcement is up Miner.
Seems like forever since I posted something on ST..........
The school principal has spoken on HC so all the students have zipped their lips for the time being.
Will promise not to talk about Goldfish or feathered creatures associated with the LMIG.
Interesting times ahead foreshore Miner.
4C at the end of July could be one of the most revealing in some time for this stock.
Anything remarkable will no doubt come through much sooner in the piece especially any record sales for the quarter.
Will be interesting to see the impact of a million dollar day in June on sales, if in fact they had one.
With revenues along later.
Looks like sales not good enough ... Capital raise !!
Better be a mad CR to fund lyramid /kinera midkine progression! Can't see why evolis needs anything at the moment!
http://www.cellmid.com.au/SiteMedia/...ber%202018.pdf
Much to look forward to with major expansion into some pretty lucrative markets.
Any kind of sniff at profitability should send this one on its way.
Some interesting instos climbed on board in the last CR.
Check out the website at http://www.cellmid.com.au/content_co...ouncements.seo
That's what I keep believing, but share price lower than it's been for ages.
So given that we have been able to establish that Neiman Marcus online is selling up to 10 Evolis Reverse Activators alone per day regularly,( never mind the other stuff) do you think that 26 current outlets in the US at Bloomingdales, Neiman Marcus / Bergdorf Goodman and Soft Surroundings might be able to produce some decent sales figures before the end of the year? They have taken the evoliscope store events into these stores and they love it by all accounts with stores running out of supplies while employees of the store involved are still training.
That 10 a day even in all told items extrapolates out, at 25.00 per item, to over 4 million PA.
When you see that there are 100 times that number of high end retail outlets which is their stated goal,even if it goes off half cocked, a Market Cap of 30 million starts looking a bit undercooked.
Never mind what China might add to the equation on approval and startup.
And Japanese pharmacies
And Fillerina
And any Midkine developments.
And QVC in the US.
And Dennis Eck getting Ulta involved maybe.
Nobody plonks down 2 million on a company without some idea that there are "meaningful' (his words)amounts to be made.
Not bad to have support from a guy who has made a whole heap out of Ulta.
https://mailchi.mp/pelnz/pacific-edg...a?e=7af75b8630
CDY shouldl be quite happy to get circa 3% of that amount from PEB for every test in the US once finalised.
Advangen, a subsidiary of Cellmid, ASX:CDY has started a new website exclusively for Fillerina online sales to go with the distribution efforts in Australia and presumably eventually in NZ as indicated in newsletters
https://www.fillerina.com.au/
Sorry to waffle on about this stock but it looks as if the final conclusion to the Ikon struggle has not gone in their favour.
Maybe now this stock can get going without a huge dead albatros around its neck.
Provision was made for this eventuality and has been on the books for a couple of years.
Time to move on from this and look forward to increasing the momentum that has been established.
Neiman Marcus, Bloomingdales and Soft Surroundings are more than happy to expand the experiential marketing process that Evolis employs and have indicated that further stores will be offering Evolis from here on.
A more positive confirmation of the efficiency of the product in the hair restoration business would be hard to find.
Coming to a pharmacy near you.
https://hotcopper.com.au/threads/ann...#post-36552637
Note the inclusion of the Evoliscope and experiential marketing in the package.
This has been a very successful approach in the US.
Excellent posts Miner.Keep up the good work.
If you have ever wondered what CDY was all about this comprehensive analysis should be helpful.
http://crm.boeq.com.au/files/CDY-2018-Sep-13-1846.pdf
Now at 28cents miner
Anyone up for a big hit of FOMO this week on CDY?
Now at 21c miner. Supported Maria since 2010. Are you feeling as smart as me right now? Or are we being rolled for a TO like the HC whingers bleat on about? They were worth 2c not 40!
Evolis approved to enter the EU.
Patent granted in EU for the treatment of Alopecia as well.
A distributor has been sourced and product will be starting to appear on shelves in the EU.
This market is 60% larger than the USA.
Fukangren is nearing the end of the year required to gain Chinese entry approval.
On top of that there is an orphan drug application in with Midkine, that should be resolved in the next couple of months.
Still 20c, bargain of the year IMHO
And we have the CEO confidently predicting profit in the coming year.Not hard to see that happening with all that has been achieved.
Putting her money where her mouth is too.
CEO is buying on market
The quantity of her purchase offends me. That's not buying on market for her, that's a packet of gum at the dairy.
Yes but it is at least the transparency that the HC slingshots keep demanding while hiding behind pseudonyms, some multiples of the same person.
Seems Madam CEO has been ticking off the planned events from the late February strategy plan quite well and whats more in order.
UPCOMING NEWSFLOW – IN EXPECTED ORDER
Orphan drug filing--- check
Second QVC China event in March-- check
European import approval--- check
On track for 50 US stores by mid 2019
évolis® in Japan via e-commerce in mid 2019
Distribution partnerships --- Europe organised --- check
Awaiting China
And with the marketing guru Kerry Yates suggesting that Evolis could be turning over 100 Million in the USA alone within 7 years the mind boggles as to what overall earnings will be when China, which is kicking in now, combined with Europe, Australia and the already profitable Japan are added to the mix.
As well as Kerry Yates and Colour Collective doing marketing for Evolis in the US we have Lisa Adams and her business which specialises in opening doors in retail distribution and brand strategy.They are working with Evolis and you can see some of the retail business’s they work with some of which are selling Evolis already: Soft Surroundings, Neiman Marcus and Bloomingdales.
https://www.thebeautymatchmakers.com
https://www.thebeautymatchmakers.com/our-retailers
https://www.thebeautymatchmakers.com/our-brands-1
As stated in the Strategy Plan of FEB 2019
http://www.cellmid.com.au/SiteMedia/...y%20Update.pdf
50 high end of the market stores in the States by mid year and 90 by year end should set the stage for a fair bit of growth
Literally and metaphorically.
See that Zoetis is still listed as a partner on the Cellmid company website.
Must be getting close to the end of their 4 year appraisal for MK use in companion animals.
Cellmid applied for Orphan Drug Status on CAB 102 for the treatment of a rare kidney disease in Mid March.
If the below is correct and in place still then we would be expecting an answer, yea or nay, by Mid June.
From the FDA Orphan Drug status on line'
SUMMARY OF KEY GOALS: FDA’S 90 IN 90 PLAN1. In 90 days, FDA will complete reviews of all orphan drug designation requests that are older than 120days (the backlog) while maintaining consistent, scientifically rigorous reviews; and2. After 90 days, 100 percent of all new orphan drug designation requests will receive a response by theagency within 90 days of receipt. FDA will adhere to this 90-day timeline going forward.
Views seem to be picking up on this thread, lets hope it translates into some new interest and an awakening to massive potential.
With Europe locked and loaded with import permits and a major distributer plus QVC Germany probably on the cards I would not be surprised if QVC USA is not too far away.
QVC has worked out quite well for them in Japan (127 million) already putting Advangen (the subsidiary company owned by Cellmid) into profit.
If QVC and Fukangren both start in China(1.4 Billion) plus the USA (329 million) and the EU (511 million) have a similar takeup to Japan then a Market Cap of $16.8 million for ASX:CDY will seem ludicrous.
There is no debt to speak of and they have 4.8 million in the bank
Of course this is not just about Evolis.
Some very interesting other news regarding Midkine
https://www.ncbi.nlm.nih.gov/pubmed/30993586
And from the CEO herself here she is in New York one day ago talking to Proactive Investors USA about the company and its progress.She is expecting profitability to start kicking in for most months of FY2020.About 4.40 into the interview.
https://www.youtube.com/watch?featur...pI&app=desktop
And on top of all this PEB has had a great publication in the European Urology Journal with outstanding and "compelling" results of its cxbladder test.
PEB utilises Midkine in the cxBladder test and pay royalties to CDY on tests used.
No problem Elles this may also interest you. Yesterday I spoke to a Chinese lady from Beijing. She works for a cosmetics company in marketing. She was telling me that the 1990’s generation are suffering hair loss due to the extreme stress of work amongst other things. To quote her the hair loss market in China is HUGE.
I did a marketing exercise with her regarding Evolis, Advangen, FGF5 and Fukangren. When she gets back she will research our company.
Seems they have had a bit of a cleanout of shareholders with unmarketable parcels.
Should streamline the share register a bit with 29% less paperwork.
The shares were cancelled so there are nearly 500,000 less issued now.
It would appear that a split or some shakeup may be imminent.
A job application for a CEO for company called Advangen Australia has had 74 applications and has now closed.
That level of interest is great.
The market continues to not like uncertainty, as usual.
Certainly given the market a shake this morning.
Up 3 on the back of a new CEO for the Lyramid (Midkine) section and an outstanding update to the way ahead in a newsletter.
https://www.asx.com.au/asxpdf/201905...ygpndcmfgb.pdf
It would appear the market is waking up on this.The clock is definitely ticking in favour of those who have shares now.
This is whats coming:
• Distribution agreements in new territories
• Expansion of e-commerce in all key markets
• European distribution partner sales to commence
• Fukangren regulatory approval and sales to commence
• Chinese distribution of heritage brands to expand
• Orphan drug application progress
• Progress on midkine partnership/funding.
After being in New York last month doing interviews with Proactive Investors USA and no doubt other US related business Maria is now in Tokyo doing promotional work with Evolis Professional in collaboration with celebrity hair stylist Felix Fischer. She is one very busy lady. Maybe her next stop will be Beijing.
https://www.instagram.com/p/ByJtoW9Hlvi/
https://hotcopper.com.au/threads/ann...#post-38966401
Director buying up CDY shares at ridiculously low prices. Second time this month.
Cellmid has another Million Dollar Day via QVC Japan and it would appear to be another record sales event pushing the company towards that inevitable profit announcement.
https://twitter.com/mariahalasz?lang=en
Popcorn is ready to watch all the fence sitters trying to climb into this in the near future.:)
That makes 4 QVC events since November.
2 in Japan and 2 in China.
Pretty substantial bids and a lack of depth on the sell side plus an enthusiastic jump at close.
Possibly a good idea to keep an eye on this ASX: CDY in the next week or so.
Up again yesterday and bugger all up for sale.The door seems to be shutting for those who want to get in at these pargain prices.
Up again this morning, be getting a speeding ticket on no announcements if this keeps up.
Certainly due for one in several areas.
Seems to be in recovery mode going from 17 to 22 in three days.
Record Sales in Quarter 4 might account for the recent rise of around 25 to 30% in the SP
And the people who have been fence sitting now have to pay a lot more if they decide to get in.The clock is ticking very fast as there are likely to be even more significant announcements to come.
They are piling in at the moment on ASX: CDY
Most buyers and share amounts I have seen in a long time.:)
From 17 to 26.5 in a week.
Not a bad recovery so far.
heres your speeding ticket and quarterly.
Response to ASX Aware Query 5 pages 446.2KB
Ann: Cellmid Sets Another Sales Record in Q4 FY2019
Quarterly is not due until late July and will be revenue based ( cash in v cash out) not sales.
The record comes from having a QVC Japan Million Dollar Day in June at which over a million dollars of wholesale funds purchased Evolis ( Advangen, Cellmid) products from a TV shopping Channel. This revenue will not arrive until Q1 2020 which has just started for them.
A million dollars in 1 day.
This is the second one that has hit that amount, the first being last December with revenues accruing in the next quarter.
QVC China has also had a couple of initial sales programmes and with QVC popular in Europe and the products approved for entry now there could be a lot more sales from this side of the company.
The internet bloggers and influencers are picking up on this and the e commerce is on the increase in the US, Aus and Japan.
SP slowely but surely creeping up.
And now South Korea has signed up. :)
https://www.proactiveinvestors.com.a...ts-900148.html
So what do you do when they come asking to stock your product?
https://hotcopper.com.au/threads/mac...#post-40078945
GLTAH
Big marketing exercise and probably deals going down in Amsterdam with the Stemagna Retail Partnering group. Two day event. Maria will be very busy ...... The empire is growing.
They seem to think it was an outstanding success.
CELLMID SIGNS NEW DISTRIBUTION AGREEMENT FOR ÉVOLIS® AND OPENS IN EUROPE WITH LEADING RETAILER
•New supply agreement in Europe:
Cellmid has entered into a supply agreement for its évolis® Professional anti-aging hair care and hair loss products with leading European beauty retailer,DouglasGmbH.
•New distribution agreement in China:
Cellmid has signed an exclusive distribution agreement with Aeon International for évolis® Professional to be sold in the Chinese cross-border e-commerce market.
•European retail outreach:
In September Cellmid presented the évolis® Professional product range at one-on-one partnering meetings with European distributors and premium retailers in Amsterdam.
•Global growth:
These new channels and partners are expected to continue to drive consumer health revenue growth in Europe and China, in addition to existing geographies
Here is a link to a Chinese E-commerce cross border article
https://www.marketingtochina.com/cross-border-china/
I think the market may just start waking up to this stock very soon.
Just had a profitable quarter plus four new deals and supply agreements added in the States, including Macy's (584 stores).
Has also launched on Channel 75 AUS with Openshop.
The new dry shampoo is an outstanding product, (I have some) and should do well, IMHO.
Intense focus on inventories at the moment in order to service the many channels opening up.
And its still at 20-23 cents.
Further confirmation that something is afoot with three directors loading up and in some cases nearly doubling their holdings.
I would align these three mostly with the Midkine side of the business.
AGM shortly and probably a SH update just prior.
More good news
Hitting the major markets in Milan in January.
https://stamegnaretail.com/events/future/2020-stamegna-network---professional---high-end-beauty-care?id=101&type=1
AGM tuesday
Great interview with Maria on what is on the horizon next year 2020.
Eyelash and Eyebrow products to be released and possibly a new clinically validated skin care range.
With profit just around the corner 2020 could be the big breakout year for the SP.
https://girlcrushcollective.com/girl...1/maria-halasz
only 30 + hours to get your 2020 picks in .... about ONE DAY
CDY in a trading halt pending a material announcement regarding completion of a contract negotiation, by open on Tuesday 24th March.
Might be something useful for a change.
Enjoy
https://www.instagram.com/p/B-Ew63_nAUS/
More information, i think its all the same test. Different distributors,
https://www.google.com/amp/s/amp.theguardian.com/australia-news/2020/mar/24/rapid-covid-19-testing-kits-receive-urgent-approval-from-australian-regulator
https://www.promedical.com.au/home/covid-19-corona-virus-test-kit/
If i have understood the intsa comments section correctly, cellmid might be selling it via pathlabs next week.
https://www.lalpathlabs.com/
I think what is developing is a supply agreement with the AUS govt. 1.5 million tests (enough for 3 weeks) arriving next week.
Extrapolating that out over the next quarter gives 6m tests. Even at a buck profit each that will put CDY right in the black.
At which point Instos might finally wake up.
Open after the suspension will be very interesting.
Very interesting situation. I see it being short term income, but good for long term relationships.
Some comments from maria first post have been removed, I cannot recall the exact missing text. But there was comment about selling via pathlabs, There seem to be alot of pathlabs around the world. Hopefully it is a international deal not just limited to Australia.
Hey Miner, do you have any links regarding the 1.5m tests?
I did note that another distributor is currently importing 500k tests via Melbourne.