typo.. dents.. is obviously dentist
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typo.. dents.. is obviously dentist
Good announcement this morning on their new product.
Having just gone down the antibiotic route for my kid, I will be looking into this. We use the interhealth plus probiotic occasionally but the Blis product is probably more targeted as a deterrent.
"lozenge form.... doesn’t work for tots. So now it’s available in a strawberry and vanilla flavoured powder sprinkled over food twice a day.”
Clever. If they announce this pretty positive news before the AGM, is there more good news in the AGM then? Two days to go.
Can see mum doing a lot of aeroplane stuff with the spoon to get little Tarquin to eat after sprinkling strawberry and vanilla powder over pureed meat and veges.:)
Would it be better in the bottle perhaps.
Good news though, shows they are exploring everything.
Disc: Holding
Sentiment: Positive
It appears to be in a bottle already, so I suppose you mean already in the food. I'm sure that's an aim.
This will probably take time to grow market share, but I could see this being a pretty good seller. Parents will do anything for babies, and ear infections are a nightmare for a lot of parents. And especially for air travel as you say.
I think maybe BLT is being underestimated. Everyone is still looking for that king hit. But the tough time here was three years ago when we were hoping for good growth in the US, because we needed a single king hit to get up momentum. But now the company has growth going in multiple markets and may well be running with Einstein's eight wonder of the world instead: compound growth.
Just to show some evidence of the growth idea: I don't post research any more, but I still look around for my own purposes. There has definitely been uptake of Blis to be seen. Here's a few examples of fairly recent activity.
http://www.iherb.com/Twinlab-Triple-...-Tablets/56532
http://www.probium.com/page/oral-blis-combo-4b
http://republikrx.com/index.php?rout...product_id=464
http://www.nekta.com/travelprotec/
http://www.entrapro.com.au/products.php
http://premium-suiso.co.jp/
http://www.drmilk.co.nz/blis-k12-oral-probiotic
http://honeyblis.co.nz/
But actually that hides another big truth. Existing Blis products are also more frequently listed around the world, such as this energetic picture. http://img02.taobaocdn.com/imgextra/...!807349136.jpg
Search on Blis "throatguard" now and get 12 pages of real results just there.
If there is compound growth going on, it will be very hard to detect from internet searches, as it is not one single piece of big news. For that we have to wait for Blis reports, I'm thinking.
Don't see any zeroes here myself.
Excellent news from the AGM today. https://nzx.com/files/attachments/197397.pdf
But they are STILL talking of profitable operation during this year. Yay!
But still ambiguous on some important fronts.
"our expectations remain for doubling revenue in the current financial year and a move to profitable operations during the year." Okay, some figures at last. Now a doubling of revenue by my VERY rough spreadsheet (do your own) suggests to me that that would make a profit before R&D, and amortisation and depreciation. So a talk of moving to profitable operations this year could mean: (a) my spreadsheet is wrong; (b) they know of costs and income I can't guess at (such as their contract work); (c) the words "move to" mean they will be there by the end, but not necessarily as a bottom line of the year; (d) they mean operating profit, not net profit; (e) ??
"Market access issues in US: previous inventory issues in US now resolved but North American sales not yet delivering to expectations." So does this mean the doors are open in the US again? Seems so. But now need to pick up pace again? "Resolved" sounds like things are ready to go again here?
"Current business strategy will lead to a much broader base of consumer product sales and include contract packing." This innocuous sentence strikes me as great news. This means the company should be much less vulnerable to setbacks, and compound growth should be the norm now? If so, then Blis finally achieved a safe future? Views on this anyone? Seems a pretty important question to me.
"BLIS has approval of its production facilities as a dairy exporter. Also need country specific approvals – such as Taiwan, Malaysia and China. China takes longer. Approvals completed for NZ and Australia." Again, what does this mean. On the face of it, sales could commence now in Australasia of food-related products. But then it did not say they would. Not sure what to take from this. However, Chinese approval not yet achieved. But then neither has Synl. got that yet, and they are sounding confident.
"The nutritional formulations are intended for Australasia and Asian markets." and "Products will include ice cream powders, yoghurt powders, beverage and functional foods." What are nutritional formulations? Does that just mean, "not tablets of Blis" or specifically food-related? Certainly bold target markets, but no idea of timing from this? Sounds imminent but is it?
"Sinopharm (the largest pharmaceutical company in China) is currently test-marketing consumer products with BLIS oral probiotics in 3 major cities through 30 pharmacies" 30 is good. And there is a photo of Blis very prominently displayed on a counter at one. Good partner to have, and they sound keen.
"Asia Pacific Partners is an important strategic partner with extensive business connections in Asia/Pacific and the Middle East. The first of their consumer products is close to launch." Close to launch? More news soon? Sounds good.
"New facility in the early stages of commercial production." Does that mean the factory is starting to fire on revenue? Or something else? Sounds like the former.
Bad news? None really, just that things have still been delayed?
Overall, this is a picture in line with my recent comments on compound growth. The company has got more channels in play now, and all channels seem to be doing just fine generally. China remains a slightly slow start, but obviously is still proceeding nicely anyway so far. The US appears to be open for business again (I think) but now has to regain momentum. Sales everywhere seem to be growing. New products. New markets.
All very rosy from where I'm sitting. Views?
And profit? Well, we still have to wait to see. The sales for the first 3 months have not propelled forward strongly, but we knew that the factory was awaiting approvals, that China wasn't really open yet and same US, so no surprise there? Seemingly those should be okay now or soon?
For profit update, we probably need to wait for the November update on sales. Hopefully they will announce Chinese approval before then, and maybe opening in new markets as well?
In general, the news continues to get better. Of course, some would say I'm always seeing the bright side! Nevertheless, I thought that sounded fairly healthy, all round.
Well done, Dunedin.
Discl: Obviously I own BLT shares.
Actually, I missed the point of that, so thanks. That obviously refers to an NBR interview about 2 years ago in which the CEO said Blis had been a long time on the runway. And there's a picture of the plane lifting off from the runway! Priceless.
Haven't heard that one before, Moosie! Actually the I is all good for Blis. There is no debt (except accounts payable) and therefore interest is income, not expense.
I didn't consider the obvious possibility that the first half will be a loss presumably, so the second half could be an operating profit even without the whole year being positive. Also, if income is growing strongly at the end, the second half could be quite good even if the whole year isn't spectacular in total.
Some people will be feeling pretty comfortable about the stock picking contest anyway, I'd have thought.
Nekta ( http://www.nekta.com/protec )is associated with Asia Pacific Partners:
http://directory.foodandbeverage.gov...-nutrition-ltd
http://www.globalwomen.org.nz/Our+Me...iana+Tong.html
Adriana Tong seems to have tried her hand at a number of things, some successfully as the Nekta site shows. She also lives somewhere rather nice based on the info I found. Probably doing okay...
Jenny Shipley has been associated with Nekta, but I don't know if there is an official connection.
http://www.globalwomen.org.nz/Our+Me...y+Shipley.html
Do they have other things cooking? Very possible but I don't know.
DrMilk is available now. I contacted the company and they sent the following:
Hi xyz
Yes we have Dr milk available now
$10 dollars a box of 8 sachets Plus freight ( $ 2.50 )
or a pack of 6 boxes ( 48 sachets ) for $60 dollars free freight.
The pack of 6 has 2 x banana, 2 x strawberry, and 2 x Chocolate
Cheers
Robert Barker
Sales Director
Dr Milk Limited
PO BOX 98
Lincoln 7640
New Zealand.
+6421433116
robert.barker@nzifs.co.nz
Cheers simla for your analysis....great work once again.......i think im detecting some serious (albeit subdued) OPTIMISM creeping into your comments......and im getting excited again about Blis' prospects......all sounds good to me and im glad to be in there ........i hope we continue to see a steady pickup in share price also now. Point one of a cent per week will do just fine thank you. Good work Blis directors, keep up the good work with sales esp.
Well, three years ago things were looking pretty promising for Blis, but it was all focused on one key market in the US. This time around we seem to have a raft of sales outlets on the boil, so it's much harder to see it being torpedoed now? At that time, the company suddenly and simultaneously had to cope with the US market hitting a snag, deciding to change distributor, the share price having some fun, and all at the same time. Obviously a lot of people thought it was finished, but I never seriously considered it wouldn't grind on regardless, and sure enough things are looking not only recovered but very much more broadly based.
Look, anything could happen now, including bad news. But, by goodness, I'd have to be mad not to be optimistic at this point! Does anyone seriously feel otherwise?
And did people notice that we just picked up some pretty talented looking directors too? Welcome aboard.
Thanks for the info, Emearg. Are you going to admit to any optimism?
Hi simla.....so has there just bin a change in directors?......so who is the new talent? Ive been marketing BLIS to one of the top men at COMVITA 2day.......i think they shud get n2 bed 2getha......perfect match, hand in glove......COMVITA well established in asia also??
That's quite a funny question in the context of your comments. Here's the nomination information. Search for the word Comvita. And here's a 2005 article from his time at Comvita. Also, note the similarity between the news of Comvita at that time, and what Blis is up to.
The other candidate is a woman, which I think is a useful addition for a consumer-oriented company. She seems to have a lower profile on the net, but the CV looks good. And this article seems to be the same person and show a certain level of drive, I think! I'm pretty sure I've got the right person as the CV matches the nomination form.
They look good additions to the Board to me. Colin Dawson has stood down after many years at Blis, for which work I am grateful. This Board has earned it's keep in years that would have discouraged many others. I think many underestimate just how much work it is to launch this sort of company. Just look at all the startups of the time - ATM has made a profit and the others are still toiling hard to do so as far as I'm aware, but all looking like they should get there in the end. But a long road. Blis has done very well to arrive at this point.
ODT on the "upbeat" AGM. http://www.odt.co.nz/news/business/3...e-shareholders
"expected ... Blis would be ''near breakeven'' for the current financial year." If that is confirmed by the November results (4 months from now) then might we expect a market update in February/March (7 or 8 months from now, and as has been released for several years now) reporting a second half operating profit, and predicting a full year profit for the period to follow? Ah, that is indeed the question! If only we knew.
Dunno about being very rosy, but certainly showing some progress both internally and from partners on getting new products to market.
My optimism has been increasing, but Blis still needs to deliver financially. I'm more interested in seeing revenue growth in the short term versus profit, but becoming profitable is obviously incredibly important. Revenue growth will mean consumers are buying into the K12/M18 story. Without that Blis is buggered no matter how good their products or potential are.
Okay. You want to see actual figures. I'm optimistic we will see some figures soonish.We're not that far apart. Your caution has been justified before, I'm hoping it won't be this time!
November update only about 16 weeks away.
Good question, Nigel. Here's their facebook post on it, with photo. https://www.facebook.com/BLISTechnol...levant_count=1
If you click on download, you can see more clearly the Travel Guard, Throat Guard, Fresh Breath Kit, and the Toddlers powder, and the new M18 NZ product maybe called Dental Care, and also what looks like Dr Milk. But also the new product "Nekta Dental Protec", and the 2 other Nekta products - but saying "Supermarket Launch Soon!"
https://encrypted-tbn1.gstatic.com/i..._HQB9cD2UcK1kQ
Found amongst googled images for Dr Milk. Seems there are quite a number of brands by that name. Could get confusing, especially in asia as a lot seem to emanate from there.
Looks like they are doing an okay job with their tiny marketing budget. Good exposure for minimal spend :)
One thought that occurs to me is that a lot of punters would be put off seeing the sign Blis Technologies. Technologies? Not very consumer friendly really is it...perhaps the public branding should change to Blis Probiotics. And perhaps a company name change at some point? Any thoughts? I'm happy to contact Blis if others agree it might be time to present a more consumer focused name to the masses.
That's lateral thinking, Emearg. Well done!
Reservations? (a) I'm sure the company has more than enough to do at present (and spend money on). Consider how many people wondered if Telecom were nuts changing their name. (b) I'm not sure that it matters what the company is called if it succeeds, since companies use trade names. Unilever? Procter & Gamble? Between them they must make about half the stuff in the supermarket: Sunsilk. Tresemme.. Dove. Gilette. Pampers. Choysa. Lipton. Marmite. Streets ice cream. Etc, (c) I'm still looking for Blis to expand beyond K12 and M18, so will that be the best long term name? We don't know what their plans are after they gain decent revenue on existing products, but I'm guessing this is the beginning of the journey, not the end.
So maybe longer term, but probably now would be way too disruptive and expensive. By all means suggest it to them as a longer term move though.
Yeah, as branding short term? Still feels a bit disruptive to me, but maybe. Certainly there was no need for "Blis Technologies" to be the biggest words on that stand, and "Blis Probiotics" would have attracted more visitors probably.
ooh you're just dripping with sarcasm aren't ya? Ok Fungus P is a close second...
While you are discussing the name, I have just returned from an overseas trip with long periods cooped up in a plane with hundreds of others. I used Travel Guard. I did not catch or suffer from the usual infections which abound when travelling. Not a scientific study but I would buy the product again.
Blis have their RMP for Dairy export. https://nzx.com/companies/BLT/announcements/254116 "This is a significant achievement for the Company as it allows execution of its plan to increase revenue from nutritional formulations."
But what does the RMP mean? The full year report to March said (p6) "Upon receipt of full export accreditation, finished products will be marketed in Australasia, Asia and [parts of Europe". This would appear to be that, at least? Good, if so.
Is this part of the China deal? We don't know because I don't believe we are aware of whether they intend to send dairy based products to China or not (although it seems likely?) However, the NZ government website seems to make it clear that the RMP is required to export to China, but doesn't make it clear if that is enough or whether there is another layer on top of that. So not clear, to me anyway, whether this impacts on sales to China, or whether they are just sending tablets there.
However, it seems fairly reasonable to conclude this means the company can proceed with new vigour from its factory, and increase revenue. Hopefully this is finally the launch of noticeable volumes of food-based sales, which is surely the point, and which we have awaited for some time, and with some interest.
Was this the balloon finally going up? Quite possibly.
Does that mean they now have sufficient permissions to meet their projected profit in a bit? Quite possibly. Unfortunately, it is not clear as they didn't say that. Instinct tells me this announcement mattered one way or another. I guess the November update will be needed to make that any clearer unless we hear more in the meantime.
Surely excellent news SIMLA and yet further evidence that things are rolling along very nicely (thank-you) for BLIS. This is what I like to see with any company...slow steady growth, none of this boom and bust stuff we often see. The SP (ie demand fo shares) seems to be responding positively also, which is good to see......anybodies guess where we might be in a few years on that count......I'd be happy with something closer to 10c.....but who knows? Right now Im a happy shareholder and I do like the steady flow of positive announcements trickling through. Well done directors and keep up the good work.
The share price rise this time around has an hint of maturity to it, don't you think?
Previous ones have been highly speculative, short bursts that all too quickly fizzled out. We are now seeing an upward momentum that could well endure.
Blis - you have finally arrived. We know that you've been willing for a decade or more to get thus far, but only now also able to take those of us patient and kind enough to still be holding (after many, many years of loyal devotion) onward and upward into a brighter future...to where no pro-biotic has gone before.
How's that name change and re-branding coming alone?
I think we might pause and acknowledge.
In 2006 a small struggling company called Blis Technologies conducted a business review. The results were announced to the shareholders in 2007. Since then, we've watched that plan being implemented.
Consider this from the 2008 annual report. "The implementation and execution of the new business strategy announced in 2007 has been the focus of the company over the past 12 months. The emphasis of this strategy is on the development of key business relationships and the establishment of partnerships with companies with substantial regional and global marketing reach."
Appointments were made for Business Development and Logistics Manager and Chief Scientific Officer and Marketing Manager. Efforts were made on intellectual property and regulatory matters. Targets were "every major market globally" apparently. We first heard mention of the need for a pipeline of products, since when we have had M18 and Q24. The NZ market approach was overhauled, which we see the fruits of now. Immediately work was done on stabilising and extending the possible environments of the product, which fruit we are again seeing now with stable product both on the shelf and in food environments. Scientific work was emphasised along with publishing, and Blis started to appear in the press. Work was commenced on the manufacturing side too, the fruits of which we are again seeing now in both capability and cost structure.
The words "functional foods" were right there from the beginning of that strategy. (And, ominously, even in 2008 they mentioned "increasing regulatory approval required". Well, that sure understated what followed!)
So there it was, all writ large in the 2008 report, describing the first year of action on that plan.
And now the first functional food manufacturing facility fires into action. Yes, the ice cream preceded it, but it is true that they only said at the time that that was proof of concept and there is no such hedging going on now, I believe. This is the real thing.
And with that latest announcement, the plan is fully implemented. What a huge and audacious undertaking, and what a huge achievement. Yes, things swerved a bit here and there (and some years need not be remembered fondly perhaps), and yes we hoped it would be quicker, but this company set a plan and then made it work in the face of whatever followed next.
Well done.
Now we wait and see how well the plan pays off, and how well it scales up. Looking promising at this point.
Much water will yet flow under this bridge. But let us pause and notice that the bridge has now been completed. That is quite an achievement.
Jeez Simla - what a story
Hope you get invited to do a presentation at the ASM. More passion from you than the BLT team
Admire your ongoing faith and perseverance during th time that Blis have burned through tens of millions of dollars
That corner dairy I talked about before, he has two corner dairies now. His turnover still probably more than Blis do
Yeah, but it's been a boom time for dairies ...
No, I'm particularly pointing out that the company set out on a truly audacious plan from a tiny resource base. It has in fact now implemented that plan, although we obviously hope for much more to come, and I think it deserves noting.
Hey, XRO just announced, "Net operating and investing cash outflows for the current quarter were NZ$17.3 million" https://nzx.com/companies/XRO/announcements/253353 That's just three months by my maths. All things are relative. :)
Good write up for BLIS today on the stuff site:
http://www.stuff.co.nz/business/smal...biotic-in-Asia
Bump in SP coming up?
Wow, thanks for that, Blobbles. I missed that. Quite some nice quotes in there:
"The new funds are expected to see the company through until it hits its forecast profitability next year. "
"Tong said they were combining Blis' oral probiotic with Nekta's kiwifruit-based beverages under the brand name Nekta Blis, and a distribution deal was close to being signed in Singapore."
"Richardson said China's largest pharmaceutical company Sinopharm has said it will distribute Blis products in 600 stores in the next few weeks following a successful trial in three stores. "
All three sentences would have been excellent news by themselves, but together that is really warming news.
And there was an accompanying article giving a bit of detail on Asia Pacific Partners Ltd, which is pretty hard to find on the net normally. http://www.stuff.co.nz/business/1041...-culture-clash
It also mentions that "The [Nekta Group]'s products are in New Zealand supermarkets and the majority are exported to 17 countries including China."
Interesting to speculate here. That article said, "Dunedin-based oral health probiotic manufacturer Blis Technologies is about to launch a co-branded product with the Nekta Group into Asia." The DrMilk site says, "Dr Milk is a joint venture business with BLIS Technologies".
Yet, are either of these the main intention of what the factory is for? The news last week said the factory "has now been cleared to export dairy products". And this last article said, "The delay was due to additional audit requirements imposed to ensure export access to China."
Are either of those the main event? No knowing. But the last annual report said, "these products include beverages, yoghurt powders and other formulations". More to come? Interesting? It is a whole new market sector for Blis and we really are getting a fairly guarded description of what to expect so far, maybe?
I do not think the news could get any better.
Years ago when I first researched BLT, China was always the biggest market that would really make the company.
Keep the news coming as between everyone on this site all the info in being captured. :)
WOW.......this has now gone beyond just "encouraging" to outright "exciting" !!......are we about to see the long awaited explosion on the sales front? Hopefully, possibly even dare I say it probably.....given they have stated that within a few weeks Blis will be presented in no less than 600 stores after having been trialled already?? (or words to that effect)
Sinopharm has always been a key outcome for me. They are the largest pharma distributor in China. After the Sinopharm visit 6-9 months ago, there was no real 'news'. I was quite dismayed by this, thinking that maybe they weren't interested in progressing the relationship. To hear that there has been a successful trial and now a 600 store roll-out is massively encouraging.
The recent addiitons to the Board were very high callibre, and the Nektar and Dr Milk products look very strong.
Shareprice responding well today.
Yep - I've lifted my sell price to 3c (previous resistance). Planning to surf this stock onward and upward. Today's announcement sure has given it legs.
Looking good for you on the Stock Picking Contest, Nigel!
......just the best news ever for Blis and its long suffering shareholders. Well done directors for "pushing on" and keeping the faith! Maybe now , just maybe us believers will finally get our just rewards. Lets not forget also this is only one of several positive announcements over the last 6mnths.......so I do think we now have solid ground to build upon over the coming years.
I feel for those sellers first thing this morning before the market announcement came out at 10.07am, especially given that the stuff article mentioning the same expansion of Chinese pharmacies stocking the products was published over the weekend. The release should have gone out at 9am.
Anyway, great to see the price action and here's to a fun ride for all the long suffering long term holders.
They weren't pulled mate - they were taken out. 2.9c is so far today's intraday high (up almost 50% !!). If my 3's get taken, I'll be trying to come back in to buy somewhere around 2.5c. If it doesn't get taken today, I'll be lifting it higher ahead of tomorrow's trading.
This one's feisty, with curves.
$98k through the market already, 10:49 am. People liked the news.
Hmmmm, end of day could be interesting, see what the support level is like. See vwap is 25, support falling away though.
......you are joking BC. Sell? Dont you mean buy?.....surely! Why on earth would you even consider selling on news like this....and more to come. Now is the time to accumulate 2c 3c 4c it doesnt really matter. Blis is only now gathering the strength and momentum for sustainable growth over coming years......the very last thing I would be contemplating is to sell shares. Blis is a company with excellent prospects......onwards and upwards I believe!!
Hearing you say that is even more miraculous than the share price movement, Moosie :)
I bought in today at 2.9, but my initial buy-in price late last year means my average purchase price is still 2c, so 30% above market price. Hopefully the trend still continues
.....Agree SIMLA. Hey nice little endorsement there MOOSIE......never too late at these prices to jump on board. The difference to this and past wild swings (and yes I was trading myself and did very well thankyou)...is I believe we just might have something more mature and sustainable happening now. Im not tempted in the slightest to trade out of my not insignificant position.
Agree on the latter. I'm trading it...and I don't want to get greedy. If you have a look at the last time it spiked, it rose about the same amount (50%) in a single day, and then dropped away for a while. I observe the charts when trading stocks (which can be very different for different stocks). A 90% profit in just a couple of months is good enough. After it spikes and dips again, I plan to come back in.
Hey, I like surfing!
BC
Bit more detail would be nice, I am in China, would be good to know what store they will be in so I can keep my eye on them.
Here's the latest from BusinessDesk, so it's being noticed.
http://www.scoop.co.nz/stories/BU140...rollout-th.htm
Thanks for that link to BusinessDesk. "This is still an early phase of commercialisation ," chief executive Barry Richardson told BusinessDesk. "If you think about the size of China, then it's not a large number (of pharmacies) in relation to that. Suffice to say, they are pretty positive about the development to go to the next level."
It's nice to see that lift in SP, but throughput is pretty low, still well under $200,000. It could just be one or two buyers playing around.
For BLT that's pretty big volume - third biggest day ever (I think) and it's not finished yet! Like others, I'm trying not to get too excited as we've seen these sudden spikes before. Who know's what the SP will do next, but certainly the work the company is doing is all very positive. Very encouraging developments.
The share price may bob about in the short term. But the important point is that real news is accumulating. Sooner or later the funds are going to work out that they've been caught napping on this one.
This "should" just be the beginning of even more good news. For starters just imagine the product that has recently been moved to stock around 600 pharmacies in China!....and it's not like they would risk being caught with empty shelves either...so you can think of a number then double or treble it!! Sinopharm would have gone into this with "eyes wide open". Thorough research would have been done followed by their market testing (as stated).... so clearly they will have the confidence there to fully roll this across the entire country....if indeed that it their plan. (600 pharmacies may NOT even be the full roll out?) THE SKIES THE LIMIT. Simla do you know where are we at with things in the States?
Half out on the double, awaiting further developments.:)
Sinopharm also known as China National Pharmaceutical Group Corporation is quoted by Bloomberg to have about 700 pharmacies, so I think its likely this is the full roll out in terms of a partnership with Sinopharm in China with their main owned pharmacies, so not likely any more increase in pharmacies numbers. I guess they are been given full confidence and whats left for BLT to do is ensure they deliver on their products, while looking to expand in other product areas or countries.
*Though this number does not include their many subsidaries that they own, but wasn't able to find the number on that. Looks like they are rolling out with the pharmacies they directly own, then potentially to their subsidaries, but thats only a hunch.
http://investing.businessweek.com/re...capId=22516491
I wouldn't expect 600 to be the full roll-out. Sinopharm directly operates approximately 1600 pharmacies, and has another approximately 300 operated by franchisees.
Anybody interested in knowing more about Sinopharm should read this:
http://www.aastocks.com/en/Stock/Com...1&symbol=01099
The research I did a month ago revealed nothing about a product from Nekta containing Blis probiotics in juice. Is this for real or just a reporter getting it wrong? Please share with us if you know anything solid about this development.
I don't believe Nekta are linked with the DrMilk products.
By understanding is now about a month old (I looked into the directors and owners of both companies and discovered a number of new products that I wasn't aware of before then) so I am happy to be bought up to date!
Yes, the website of Sinopharm says the stores are Guoda, http://www.sinopharm.com/p382.aspx. And guodadrugstores.com says (translation) " As of the end of 2013, the National Pharmacy by autogenous and epitaxial both the development, has been in Beijing, Shanghai, Tianjin, Liaoning, Jiangsu, Anhui, Zhejiang, Shandong, Fujian, Guangdong, Guangxi, Ningxia, Xinjiang, Shanxi, Hunan, Henan , Inner Mongolia and other provinces, municipalities and autonomous regions established 25 regional chain, covering more than 60 cities nationwide, with more than 2,000 retail pharmacies, forming a network spread all over the store layout, and continued to achieve significant sales and scale fast Growth:" http://translate.google.co.nz/transl...26channel%3Dfs
And let's not forget that population is pretty dense in China, so each store could be seeing a lot of foot traffic too.
As for the Nekta Blis, quite real. The article in the weekend was with the owner of Nekta, and part of Asia Pacific. http://www.stuff.co.nz/business/smal...biotic-in-Asia
No,.Nekta and Dr Milk appear to have no link. But my point of the other day is that neither of them are Blis either. May be many more doors down this road therefore?
Check out Nekta's website it shows the kiwifruit drink (likely this is the one they are adding blis to), some travel, throat and dental products they have already done with Blis and Infant formula (could be what they are collaborating to add blis to as well).
http://www.nekta.com/
Likely to be in the guoda pharmacies, will keep an eye out when I see them in the next couple of months... (guo da = 国大 = big country!)
If you see them, Blobbles, it would be interesting to know the price they sell at. And naturally whether anyone in store is recommending them to you with any knowledge when you get there.
And whether they are promoting it, Bobbles.
Yep, will check in the pharmacies over the next few months and keep this thread updated if I see them. :-)
Thanks, Blobbles.
Down the hill she goes
Back in at 2.4c. Keep dropping....and then back up tomorrow.
yea think so too, have an order in at 2.4, we'll see how it goes
Not to worry, as according to the charts, share price was expected to rise anyways because at 0.02c it did that crossover thing with the thing...lol.Attachment 6174
Hey, never mind the share price. The great news for those of us who have stuck with this company through thick and thin is the likelihood that we won't have to write out yet another cheque to keep them alive another year. Those days look to be behind us, though they might yet make an issue for expansion - but at a far better price in future. And better still is the likelihood that they'll start giving cheques back to us after a bit, hard to judge when. So the really good news here is that there is really good news here.
.....thank-you Chartists for confirming what we already know. Growth plan about to be realized!
It's very hard to judge only from the net. But since the company announced that the situation in the US had been "resolved" at the AGM (https://nzx.com/files/attachments/197397.pdf) I have definitely felt that Blis was appearing more actively on the net in the US. A very subjective statement I'm afraid. But, for instance, the company said the US was almost resolved in the annual report of 23 May, and this product appears about the same time. http://www.rightwaynutrition.com/node/21. Or this one http://www.twinlab.com/product/tripl...-dots%E2%84%A2.
Cheers Simla.......soooooo many products/ brands using our Blis now as an additive! Shelf presence must be going through the roof.......great to see. I cant help but think sales growth is going to go "exponential" from here on in? Am i dreaming or being realistic ??
No, not dreaming in my opinion anyway. My phrase now is "compound growth". We were hopeful when Blis hit Costco a few years ago, which didn't work out as expected (for no reason related to Blis as I saw it) and then we had to wait quite a while for more good news as it happened. But that was a single gamble on early good sales of a single product in a single outlet. This time it's clearly multiple irons in the fire.
Add in the great news that with compound growth the pay off just gets better each year. Add in the possible higher growth factor from Blis building footholds simultaneously in Asia, Europe and now the US afresh. And add in the possible higher growth factor of functional food. Well ...
However, Emearg will quite correctly point out that the time to count your chickens is when you have them in the coop, not before. Still, it's encouraging that they keep repeating talk of profitability next year, although that remains a vague phrase so far. I guess they feel they have gained a lot more market access but can't know how soon that will pay off.
Certainly the situation will be a lot more certain when/if they actually announce a profit, whenever that is. But meanwhile the share market has an interesting question. The share price has been set for some time on the basis that this company was unlikely to make a profit. Since the situation suddenly is the reverse of that - that profit seems the more likely outcome suddenly - the question turns to how much profit would they make if so, and over what time span. And then, if so, what are the shares worth now?
The share price is subject to several forces now, I feel. One lot are undoubtedly speculating on short term volatility. Another lot are trying to build positions to hold. And then on a slower basis you can't help thinking the funds will have to come in on this after a bit. All of which could make it pretty hard to settle into a new pattern maybe?
Discl: (a) Obviously I hold. (b) Blis has always had the capacity for unexpected news, both good and bad. No knowing the future.
Im starting to get the impression they can chuck this stuff into just about anything at the moment, is this a correct assumption ?
Or is it related to dairy only or solo as in the tablets.
They have done a lot of work to make it stable in several environments to judge by the annual reports. For things like liquids in particular, my understanding from the net is they needed to conquer encapsulation. Last time I researched that, a few years ago, that was a major challenge for everyone in this field, but they seem to have arrived at something. My understanding is that they then test retention from each actual use as well, rather than just assume it. As far as I'm aware from the annual reports it now goes in tablets, powder, yoghurt, ice cream and liquid. But I haven't researched that to death. And I think they have also done work on what temperature range it can take. So the breadth of application is entirely down to their doing an awful lot of work, one application at a time, as you might imagine from how hard it would be to keep a bacteria viable.
So short answer - it will go only in those environments they've done a lot of work on.
Newpapers get the facts wrong so often it is best to be cautious so I will wait until I see a photo or description of the product before adding it to the product list. For anybody interested I'll post the list here shortly. It has grown pretty big so will span several posts.
Here is the product list as I know it.
Last time I posted this list I it included the links to these products but tonight I can't find the option that allows this to be done just by pasting in the HTML?
Generally the newer products are at the bottom of each category. And by new I mean new to me i.e. when I first became aware of them.
K12:
Natures Plus - Adult's Ear, Nose & Throat Lozenges with K12 Probiotics -- Tropical Cherry
Natures Plus - Animal Parade® Children's Chewable Inner Ear Support
Swanson - Ultra Oral Probiotic
Solaray - Oral Flora
VegLife - Ear, Nose & Throat Shield
LEF - Advanced Oral Hygiene
Biogenesis - Pro Flora Oral Health Chewables
Verjung (formerly Epoca (Japanese market))
True Botanicas - Throat Defense™
True Botanicas - True Defense for Adults
Cultured Care - Probiotic Gum
Bio-Kick Throat Shield Daily (rebranded Blis Throat Guard Daily)
Bio-Kick Throat Shield Strong (rebranded Blis Throat Guard Boost)
OralHealth PLUS
NOW OralBiotic
E.N.T Biotic
Pro-S Daily Lozenges
Ora-Probiotic
Garden of Life - Raw Cleanse
Biotect (Japanese market)
Bio Protect (Japanese Market)
Wynlife All-In-One Probiotics
Institute for Specialised Medicine - Oral Probiotic Blis K12
entraFresh
Lorodent Adult and Lorodent Children (Russian market)
Darapet halitosis (Swiss market for dogs)
Wysong Dentatatreat - Canine/Feline Tooth Powder
Anlit Yomi Blis
Neem Tooth & Gum Powder (Mint or Cinnamon)
Dulce Nutritionals Dent.X
Yum.V's Dent.X
Dentacorp Freshadent
SupHerb Bio Blis
SupHerb Bio Blis Kids
Brochure
Bactoblis
Oral-PB
Natures Plus - Ageloss Hearing Support Capsules
Natures Plus - Ageloss Digestion Support Capsules
BioBalance
OraCidin
HoneyBlis
Twinlab, Triple Action Oral Health Dots
Ajin Blis K12
Dr Milk (milk powder)
Nekta - Travel Protec
Nekta - Throat Protec
Blis K12 Probiotic Toddler Powder
RightWay ProENT
KForce
Aktiv-k12
Blis Throat Guard Daily
Blis Throat Guard Boost
Blis Travel Guard
Blis Fresh Breath Kit
M18:
Natures Plus - Animal Parade® Tooth Fairy™ Children’s Chewable Dental Probiotic
Natures Plus - Adult’s Dental Care Probiotic Lozenges - Peppermint
Premier Research Labs - DentaVen
Pair Dental Probiotic Blis M18
OraBliss
Carioblis
Blis Savilva Ace
OralZym-F
Nekta - Dental Protec
Includes K12 and M18:
Natures Plus - Whole Food Total Body Cleanse with Açai (Vegetarian Capsules)
Natures Plus - Ultra Lipoic™ Bi-Layered Mini-Tab
Natures Plus - Ultra Lipoic™ Bi-Layered Tablets
Natures Plus - Ultra Probiotics Vegetarian Capsules
Natures Plus - POWER TEEN® For Him Chewable Multi - Wild Berry
Natures Plus - POWER TEEN® For Her Chewable Multi - Wild Berry
Natures Plus - POWER TEEN® Immune Booster Chewable Multi - Wild Berry
Natures Plus - Source of Life® GOLD Tablets
Natures Plus - Source of Life® GOLD Vcaps
Natures Plus - Source of Life® GOLD Mini-Tabs
Natures Plus - Source of Life® GOLD Energy Shake - Tropical Berry (available in two product formats (can or packet))
Natures Plus - Source of Life® GOLD Chewables - Tropical Fruit
Garden of Life - Immune Balance™ Rapid Extra Strength
Natures Plus - Source of Life® Animal Parade® GOLD Children's Chewable Multi - Cherry Flavor
Natures Plus - Miracle Essentials™ Tablets -- Multi-Vitamin Boosting Supplement
TheraBreath MultiSympton Probiotic
Jarro-Dophilus Oral Probiotic - lozenge and gum products
Carotec Oral Probiotic
iChoice Reach
iChoice Block
U!be Smile - originally was K12 only
Great Oral Health - Advanced Oral Probiotic
Blis Care II- Japanese market - originally was K12 only
Thanks a lot for that, Emearg. If I didn't know better, I'd think you were getting optimistic!
I think Blis have said they are not intending to make infant formula at the Dunedin plant, but I don't recall them saying anything broader than that, so who knows longer term.
http://www.nzherald.co.nz/business/n...ectid=11314115
Continuous disclosure breach?
FMA puts on its denture and will bite - it's a small company, see?
NZX meanwhile exuberantly takes the opportunity to show it is serious about regulations.
Company gets fined and all of Blis shareholders suffer the penalty.
.....just a case of too much good news coming out of the company all at once I think Balance.....they cant keep up with it!! LOL