Originally Posted by
simla
Well, the November report will likely be out in the next 2 or 3 weeks. What are we hoping to hear?
For myself, I am hoping for an increase in operational news. I thought the last report was big on high level results to date but low on what is being done for future growth on the ground, which makes it very difficult for shareholders to look to the future. Just my view obviously.
Are partners ramping up investment in marketing, or are they being cautious? What feedback are they giving anyway? What is the dog research about? What is the story with the skin product work? What is happening in lower SE Asia where things kicked off a while ago? What is presently happening in each broad market area? What plans are there to extend into other countries in Europe and are there barriers? Is the revenue growth repeatable or did it just represent restocking in the US and as Europe opened? Detailed information to help us assess how solid the future looks.
It was suggested there would be more news from China about now, but things move slowly in China. In any case, market growth in Asian countries has been slow in early uptake (as I'm told is normal for any product in Asia) so I am not expecting spectacular results even if sales actually begin in China.
Meanwhile the share price languishes. I just read an analysis that said analyst predictions of company profits are positive for a year out but dwindle when it gets close to actual results. Is that what's happening with Blis presently, or is this just part of the broad weakening of the NZX presently?