it must be just about time to back up another truck here too ..
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Just saw an ad for daily defense at 6.40pm on channel 3 - mentioning bubbles and covid related terms. Is this new advertising or been going on for a while? Must be fairly recent given the wording, good to see some marketing during prime time slots
Must be new because they recently just added it to their youtube channel 3 hours ago https://www.youtube.com/watch?v=ZA0RoidtfAA
Wonder if it's safe to assume they are getting their supply issues behind the scenes sorted, if they are ramping up marketing. Or maybe that's a driver of demand if people go to the website to buy the product and its sold out- makes it seem more desirable? I'm not a marketing person at all, just some musings. Disc I am a holder
Big question mark around this post for me. How much of the above is opinion/speculation and how much of it is based on actual first-hand knowledge? You are making assertions that Joe Public can't make with information that is in the public domain.
How do you know the supply issue is around the freeze dried bacteria manufactured by Fonterra? Several components are involved in the manufacturing process and Blis haven't elaborated on this point. Or is this speculation?
How do you know Fonterra has no additional capacity? Or is this speculation?
How do you know Blis has used up their reserves? Or is this speculation?
When you say Blis is 'still run by scientist' who are you referring to? Not the CEO presumably...he has a marketing background (https://www.linkedin.com/in/brian-wa...alSubdomain=nz)
How do you possibly know so much about the contractual details between these two parties? Or is this speculation?
A few months ago? Well you are right...in the 2006 annual report they mentioned it was in development ;) I remember reading up about it back then and finding it all rather interesting and exciting. 14 years later...the fact that they are(or at least were pre-Covid) ready to take it to market is fantastic news. The wheels at Blis spin slowly, but the rate of rotation has been increasing steadily over the past few years and I imagine will continue to do so.
Emearg., I am trying to be transparent here, time will prove me right. I have hands on direct knowledge of this situation But due to contractual privacy and I.P. Can’t disclose the closer details.
I do believe in these products, however feel the company is overhyped at the moment and am sharing that opinion.
I find that Blis isn’t open with its supply line to shareholders and is not transparent. They are very exposed to non supply. From what I understand they can not grow exponentially, not an ATM but they can grow.
I have little faith in scientists running businesses. This company needs to grow up a little, that’s all.