BLT - Blis Technologies

[Sideshow Bob]

Big endorsement news! :t_up:

https://www.odt.co.nz/business/highlanders’-blue-mascot-blis-deal

Go the Highlanders!!

[Snow Leopard]

We maybe over estimating the naivete of the Leopard. A change of stripes to spots suggests a level of sophistication that just might undo our cunning plan.
That given, it's nice to see someone of the Leopard's wit, charm, intelligence and general magnificence on board the BLT wagon. Things can only get better from here, unless of course they don't.

I like the nice steady and fairly rapid uptrend on rising volume.

I think others are expecting good things long term of this company.

I think I might buy some more.

Can someone lend me their wallet/purse for five minutes?

[pierre]

I like the nice steady and fairly rapid uptrend on rising volume.

I think others are expecting good things long term of this company.

I think I might buy some more.

Can someone lend me their wallet/purse for five minutes?
I
I have a few million reasons to expect good things of BLT in the long term, even though I'm already well on the right side of the ledger right now.

Good luck with gaining access to a wallet but sorry none of my holding is for sale. Not yet anyway.

[Snow Leopard]

Note to self:

Buy them first, talk about them later ;)

Now, whose wallet is this ?


I like the nice steady and fairly rapid uptrend on rising volume.

I think others are expecting good things long term of this company.

I think I might buy some more.

Can someone lend me their wallet/purse for five minutes?

[pierre]

Note to self:

Buy them first, talk about them later ;)

Now, whose wallet is this ?

Hi SL
I wondered if it was you rushing in to buy some more and pushing up the SP - but obviously not.

Never mind, it's always a roller coaster ride with BLT so just be patient - I'm sure there will be another dip coming sometime soon - but better have the wallet ready when it happens.:)

[Snow Leopard]

5c+ Is it Christmas already?

[pierre]

5c+ Is it Christmas already?


It certainly appears to have started early for BLT holders. With 131 trades for 4.3m shares today there appears to be a few believers around at the current price.


Disappointing you weren't in early enough to enjoy this little burst of excitement so maybe it IS time to take a leap of faith - but this is definitely NOT advice. It's highly likely the roller coaster is still running so there could be a few more dips on the horizon before the SP heads much further north.


There certainly hasn't been any new news to support the current wave of enthusiasm - only the comment about BLT here:
https://www.sharetrader.co.nz/showthread.php?11674-2020-Predictions

[Cadalac123]

Company has done extremely well for itself. There is clear revenue growth, with the 2018-2019 period being a significant milestone.

From my consensus it seems customers are also happy with the product (which is the underlying fundamental question to always ask with any business). It seems the probiotic works well for halitosis.

I wonder if this company could expand its sales significantly through partnerships with dental practices who could help aid distribution. Looking forward to any dips where I hope to top up below 0.040c which I heavily regret not doing now.

[artemis]

Not partnerships with dental practices but Blis announced a few weeks ago they have engaged a panel of dental experts to advise on commercialisation etc.

This year I mentioned M18 to my dentist and also my oral surgeon. News to both of them but they were both aware of K12. Room there for some education, though maybe they think it might put them out of business!

[Golfer01]

What's happening today! No announcements but up 0.9cps.

[Balance]

What's happening today! No announcements but up 0.9cps.

Tomorrow is 31st Dec.

[pierre]

Tomorrow is 31st Dec.

Not sure I understand your comment.

[Balance]

Not sure I understand your comment.

End of the year window dressing.

[pierre]

End of the year window dressing.

Does that apply only to BLT? Why would they have been singled out for thus treatment when.NZX50 has only moved 0.1% today?

[Balance]

Does that apply only to BLT? Why would they have been singled out for thus treatment when.NZX50 has only moved 0.1% today?


Nope.

There will be quite a few enjoying the window dressing treatment.

[jonu]

Nope.

There will be quite a few enjoying the window dressing treatment.

Nothing to do with brokers predictions for stocks to watch in 2020?

[Oliver Mander]

Nothing to do with brokers predictions for stocks to watch in 2020?

No broker picked it for 2020. Or for 2019 for that matter - the focus on BLT is unique to the sharetrader community....go us!

[Golfer01]

It's gotta be more than just "window dressing"...

[pierre]

It's gotta be more than just "window dressing"...

BLT seems to be the only company with fancy windows today. The NZX index has barely moved but BLT up 30%.
Hard to know what the reason is for the surge though unless the market is finally wakening up to the potential.

[dompf]

Could be a bandwagon event feels like it. It was one of the most traded stocks on nzx last week. I’m strongly considering cashing in my horde as there is so much volume out there be good to see BLT mop up some of the shares but can’t complain!! Late Xmas present.

[Yoda]

Gona get a speeding ticket

[Chanchay]

Could be a bandwagon event feels like it. It was one of the most traded stocks on nzx last week. I’m strongly considering cashing in my horde as there is so much volume out there be good to see BLT mop up some of the shares but can’t complain!! Late Xmas present.

I'm thinking the same. I'd like to increase my holding but I'm feeling like selling in order to free up some powder to buy at a lower price later on... Unless there isn't a lower price later on ?

[dompf]

I'm thinking the same. I'd like to increase my holding but I'm feeling like selling in order to free up some powder to buy at a lower price later on... Unless there isn't a lower price later on ?

I just did this exact thing. Can’t sneeze at a decent profit my accountant would be proud. Hehe

[pierre]

I'm thinking the same. I'd like to increase my holding but I'm feeling like selling in order to free up some powder to buy at a lower price later on... Unless there isn't a lower price later on ?
There's usually a roller coaster ride with BLT but I've been acquiring since my first puchase in 2005 and have never sold a single share. I now hold a number of millions and have no plan to divest anytime soon. I like roller coasters as long as the ride ends at the high point.

I think the next few years are going to be very positive for BLT so I won't be unbuckling my safety belt in the forseeable future and will continue to enjoy the ride.

[pierre]

Speeding ticket issued and the usual response provided. Nothing to see here.

[Ggcc]

There's usually a roller coaster ride with BLT but I've been acquiring since my first puchase in 2005 and have never sold a single share. I now hold a number of millions and have no plan to divest anytime soon. I like roller coasters as long as the ride ends at the high point.

I think the next few years are going to be very positive for BLT so I won't be unbuckling my safety belt in the forseeable future and will continue to enjoy the ride.
It should do better than PEB. It is actually increasing sales. I did not get on board in time, but luckily family did.

[pierre]

I was expecting a dip today after the response to the speeding ticket but the enthusiasm continues. Now at 6.7c - a pretty remarkable gain from 1.6c 12 months ago!

[artemis]

"Blis Technologies posted the biggest gain in the wider market, up 266.7 per cent this year at 6.6 cents. It was up 1.5 per cent today. The probiotic maker reported a maiden profit this year having listed in 2001."

https://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=12297437

[Ggcc]

I was expecting a dip today after the response to the speeding ticket but the enthusiasm continues. Now at 6.7c - a pretty remarkable gain from 1.6c 12 months ago!
Well done to you for getting in early. I have been apprehensive since losing lots since wynyard. Wishing you the best for 2020 and hope this share takes off. In saying that the shares I have turned to feel safer and will do better than I think

[Sgt Pepper]

Well done to you for getting in early. I have been apprehensive since losing lots since wynyard. Wishing you the best for 2020 and hope this share takes off. In saying that the shares I have turned to feel safer and will do better than I think

I know an initial dividend some way off, but do others think a share consolidation id on the card this year?

[pierre]

I know an initial dividend some way off, but do others think a share consolidation id on the card this year?

It would be great to see BLT elevated out of the "penny dreadful"' arena and I'm sure it would engender greater interest in the company.
I raised this question at an ASM several years ago but the response then was that the company had better uses for the approx $30k the exercise would cost. Maybe the position might be different now?

[Cadalac123]

Little strange their last report was insanely good but the shareprice dropped a little after it was released - I made the rookie mistake of going with the market and not topping up.

Seems like there was a lag period with this one. That said, I feel like there's an element of insider trading vs insitutional buy in at this stage anyway.

[Dlownz]

Whens there next report due out. Could explain something

[RGR367]

Little strange their last report was insanely good but the shareprice dropped a little after it was released - I made the rookie mistake of going with the market and not topping up.

Seems like there was a lag period with this one. That said, I feel like there's an element of insider trading vs insitutional buy in at this stage anyway.

Anytime soon is always a good time to top up on BLT :cool:

[pierre]

Whens there next report due out. Could explain something
If the last 3 years can be taken as a guide we could expect an update sometime between January 20 and February 20. A January update probably means good news, late February most likely not so good.

Only 3 weeks to wait for the good news.

[Dlownz]

I'd say it's good news going by the climb in share price. Someone's got hold of some news before everyone else.

[Dlownz]

Little bit annoying too. I was going to buy some more on the 29th but away in avirtually no signal area and money cleared too slow before I left. Came back to see the big jump.

[forest]

I think you might get your wish Pierre. The way BLT share price keeps increasing it won't be a 'penny dreadful' for much longer.
And for anyone closely following the company that might not be a surprise.

[jonu]

Just hit 7c. I have always liked BLT's products, but is this really a 77 million dollar company?

[Ggcc]

Just hit 7c. I have always liked BLT's products, but is this really a 77 million dollar company?
Maybe something has been leaked

[pierre]

Just hit 7c. I have always liked BLT's products, but is this really a 77 million dollar company?

Well - it is at the moment!

It certainly feels like a bit of irrational exuberance to me, but we might know whether Mr Market is onto it or not if we get an update from the company later this month.

Meantime it's fun watching the rise in the SP.

[Snow Leopard]

An important consideration is that there is not only rising price but rising volume as well.
Although not massive in absolute $ terms [yet] there is reasonable enthusiasm building for BLT.

I personally believe that BLT is on the road to increasing revenue and profits, but am surprised by the rapid increase in market price of late.

For the moment momentum rules.

[forest]

Just hit 7c. I have always liked BLT's products, but is this really a 77 million dollar company?

I do not know, hard to value a company like BLT. However I see a few similarities between BLT now and ATM in its early days.
Both companies have a product which can be promoted with possible health benefits.
Both companies also can promote their product as if it won't benefit you it is unlikely to harm you.
On a price to revenue ratio, BLT is cheaper than ATM.
I attended the latest AGM, must say was very impressed. Quite a few new appointments have been made and it seems to me this company is setting up a structure to maximise it potential.
Like ATM in its earlier days, it seems to me a high risk great potential company. The way the share price is behaving on higher than usual volume in what should be the lower volume holiday period shows there is someone else seeing potential.

[Beagle]

LOT of potential in the years ahead. Looks expensive relative to earnings but fast growing companies in hot sectors always do. Healthcare and technology are two key themes for the 2020's in my opinion.

P.S. I agree with what forest has just said and I know he looks at things with a healthy degree of skepticism so I get some comfort from him looking into this. I have taken a modest opening position today. Should have bought in 2019 but I had a fair bit on my plate that year and very happy with results so better late than never.

[percy]

With 1,107,653,565 shares on issue you should have no trouble buying more...lol.

[Beagle]

Yeah you can buy half a million and it hardly even makes a dent in your account, cool eh !
Healthcare a huge growth area...everyone taking supplements to try to not to feel as old as they are, know the feeling ? :)
I take a whole handful of supplements with my lunch everyday...I work on the theory that maybe one or two might be doing me some good and the rest probably cancel each other out :lol:

[winner69]

With 1,107,653,565 shares on issue you should have no trouble buying more...lol.

And plenty left for Couts and Iceman

I’ll pas the word on the neighbour and his bowling mates :t_up:

Jeez percy, we should join the party

[winner69]

Yeah you can buy half a million and it hardly even makes a dent in your account, cool eh !
Healthcare a huge growth area...everyone taking supplements to try to not to feel as old as they are, know the feeling ? :)
I take a whole handful of supplements with my lunch everyday...I work on the theory that maybe one or two might be doing me some good and the rest probably cancel each other out :lol:

OMG - just have a couple of kiwi fruit with your breakfast ....no need for supplements then.

[Beagle]

Nah, I'm an apple a day for breakfast kind of dog.

[percy]

And plenty left for Couts and Iceman

I’ll pas the word on the neighbour and his bowling mates :t_up:

Jeez percy, we should join the party

Revenue for 6 months to 30th September was $5.2 mil.
EBITDA [earnings before interest,taxes,depreciation,and amortization] was $1mil.
I will just keep them on my watch list in the meantime.
That said, it is fantastic seeing them gaining traction.

ps.I do have rather a lot of another Dunedin originated company,which thankfully is profitable,ie producing a growing net profit.

[percy]

OMG - just have a couple of kiwi fruit with your breakfast ....no need for supplements then.

Having a bit of trouble buying green kiwi fruit at present.

[Beagle]

Having a bit of trouble buying green kiwi fruit at present.

No trouble getting a million of these at 7.2 cents before they do a PAZ and zoom up to 28 cents :)

[carrom74]

The Million dollar seller just moved back from 7.2 to 8 cents... May be he is reading the forum😀😀

[pierre]

No trouble getting a million of these at 7.2 cents before they do a PAZ and zoom up to 28 cents :)
You will be very happy if they hit 28 cents - might be a while before they get there though!

I will be happy if they just continue on their current trajectory as
my holding of multiple millions owes me an average of just 1.7 cents each. I hoovered up a large number some years back when BLT was really in the doldrums and raised new capital at 0.7c a share. I've been keeping the faith with the company since my first purchase (at 19c!) In 2005.
Looks like my patience is finally being rewarded.

I've got say the current SP of 7.1 seems a bit OTT though.

PS. Be nice if some of the BLT magic would rub off on that other Dunedin- based company too. Whatitsname? Oh I know - PEB.

[Dlownz]

I'm guessing someone knows something and everyone's just jumped on the price bandwagon. Will soon tell I suppose.

[winner69]

I'm guessing someone knows something and everyone's just jumped on the price bandwagon. Will soon tell I suppose.

Holiday BBQs always a good time to get info when insiders a lot more relaxed.

[fungus pudding]

Holiday BBQs always a good time to get info when insiders a lot more relaxed.

Relaxed; read crapulent or more specifically - pissed.:p

[Beagle]

You will be very happy if they hit 28 cents - might be a while before they get there though!

I will be happy if they just continue on their current trajectory as
my holding of multiple millions owes me an average of just 1.7 cents each. I hoovered up a large number some years back when BLT was really in the doldrums and raised new capital at 0.7c a share. I've been keeping the faith with the company since my first purchase (at 19c!) In 2005.
Looks like my patience is finally being rewarded.

I've got say the current SP of 7.1 seems a bit OTT though.

PS. Be nice if some of the BLT magic would rub off on that other Dunedin- based company too. Whatitsname? Oh I know - PEB.

Huh...I wouldn't hold your breath !!

[forest]

Holiday BBQs always a good time to get info when insiders a lot more relaxed.

The insiders and anybody else who has read the latest 1H results might be talking about revenue increasing more than twice the expenses.
Some of us like those result and see potential.

Trading revenue for the period increased by 77% or $2.3m to $5.2m compared to the same period last year.
Total expenses of $4.5m were up 29% on the prior period.

[Cadalac123]

Good growth, to be honest this reaction would have made more sense when the report actually came out.. So I think there is clear insider trading.

Always feels good when you've entered before the hype train/bandwagons drive the shareprice up even more. That said theres no reason why this cant be a future bottom given the growth potential of this company and a solid product.

[forest]

[QUOTE=Cadalac123;784359]Good growth, to be honest this reaction would have made more sense when the report actually came out.. So I think there is clear insider trading.

Maybe Cadalac, on the 16 of Oct 2019 the first announcement was made of the revenue growth of more than 70%. The Share Price had a rise that day of 30% plus on good volume.

My observation with companies which have been badly managed and underperformed for an extended time is that very few investors take any notice of them.
If and when the (potential) turn for the better comes there is likely a time delay before the market recognised the new direction the company has taken.

I saw the same last year with Methven, to me it was obvious the new direction this previously very stale company had taken was a winner. Unfortunately I was not the only one and MVN has been taken over at a bargain price in my opinion.

[pierre]

Holiday BBQs always a good time to get info when insiders a lot more relaxed.

Hmmm. Not sure it gets warm enough in Dunedin to hold a BBQ? Just saying. Be different if the company was based in Hawke's Bay!

[pierre]

https://www.sharetrader.co.nz/images/misc/quote_icon.png Originally Posted by pierre https://www.sharetrader.co.nz/images/buttons/viewpost-right.png (https://www.sharetrader.co.nz/showthread.php?p=784335#post784335)
PS. Be nice if some of the BLT magic would rub off on that other Dunedin- based company too. Whatitsname? Oh I know - PEB.





Huh...I wouldn't hold your breath !!

Well there you go, BLT up 6.1% today and PEB up 8.3%. That Dunedin magic IS working - long way to go though for PEB!

[couta1]

https://www.sharetrader.co.nz/images/misc/quote_icon.png Originally Posted by pierre https://www.sharetrader.co.nz/images/buttons/viewpost-right.png (https://www.sharetrader.co.nz/showthread.php?p=784335#post784335)
PS. Be nice if some of the BLT magic would rub off on that other Dunedin- based company too. Whatitsname? Oh I know - PEB.




Well there you go, BLT up 6.1% today and PEB up 8.3%. That Dunedin magic IS working - long way to go though for PEB! PEB is one of the biggest wealth destruction, flea ridden Mutts to ever list on the NZX.

[Beagle]

PEB is one of the biggest wealth destruction, flea ridden Mutts to ever list on the NZX.

PEB Directors - This capital raise will see us through to a cash flow positive situation. How many times have we heard this now, I have lost count lol

[forest]

https://www.sharetrader.co.nz/images/misc/quote_icon.png Originally Posted by pierre https://www.sharetrader.co.nz/images/buttons/viewpost-right.png (https://www.sharetrader.co.nz/showthread.php?p=784335#post784335)
PS. Be nice if some of the BLT magic would rub off on that other Dunedin- based company too. Whatitsname? Oh I know - PEB.




Well there you go, BLT up 6.1% today and PEB up 8.3%. That Dunedin magic IS working - long way to go though for PEB!

Well today PEB the winner. But I wouldn't be surprised if one day BLT Share Price is higher than PEB.

[percy]

No trouble getting a million of these at 7.2 cents before they do a PAZ and zoom up to 28 cents :)

Be great if they did.Market cap would then be over $310mil.
Interesting noting BLT's market cap at 7 cents is $78,535,750 compared with PAZ's $61,421,370 at 28 cents.
Wonder which will reach a market cap of over $300mil first.?

[Dlownz]

Sorry am I missing something. I don't own shares in PEB but as far as I can see its up 1.67% today from recollection

[percy]

Sorry am I missing something. I don't own shares in PEB but as far as I can see its up 1.67% today from recollection

Another sensible poster.
I too have never owned any PEB shares and never will.

[Beagle]

Well today PEB the winner. But I wouldn't be surprised if one day BLT Share Price is higher than PEB.

Actually not but as to your latter point is that next week or the one after that :lol:

[percy]

Well today PEB the winner. But I wouldn't be surprised if one day BLT Share Price is higher than PEB.

Yes I think you are right.
I can see PEB at 5 cents in the not to distant future.....................lol.

[Cadalac123]

I was going to punt PEB since they do have a small chance I guess of being taken over by a giant for cxbladder but the risk is a little too much for me.

[couta1]

Yes I think you are right.
I can see PEB at 5 cents in the not to distant future.....................lol. So generous, I can see PEB at Zero/Zilch/Zip.

[percy]

So generous, I can see PEB at Zero/Zilch/Zip.

Agreed............................................ ............

[Beagle]

So generous, I can see PEB at Zero/Zilch/Zip.

I was very surprised they found enough punters prepared to support the most recent capital raise. I would have thought after so many previous broken promises most people would have woken up and smelled the coffee by now. I wonder if they'll try yet another capital raise when they ruin out of cash again soon.
This capital raise will see us through to positive cash flow and we really mean it this time :lol:

[winner69]

I was very surprised they found enough punters prepared to support the most recent capital raise. I would have thought after so many previous broken promises most people would have woken up and smelled the coffee by now. I wonder if they'll try yet another capital raise when they ruin out of cash again soon.
This capital raise will see us through to positive cash flow and we really mean it this time :lol:

Harbour Asset / Jarden / Salt still pumping money in .....you must think glass half full

[Beagle]

Harbour Asset / Jarden / Salt still pumping money in .....you must think glass half full

They mustn't realise that glass has a hole in the bottom :)

[Yoda]

All sound like NTL ..raise capital, pay director , rinse , repeat . Referring to comments re PEB . :p.

[pierre]

Sorry am I missing something. I don't own shares in PEB but as far as I can see its up 1.67% today from recollection

You are absolutely correct. When I wrote my tongue in cheek comment earlier, PEB was at 13c and showing a gain for the day of 8.3%. However at the end of the day they were at 12.2c - up 1.7%.
BLT definitely the winner on the day.

Will PEB ever come right? I think the next 3-4 months will tell whether they are going to make it in the US. If they don't then they will remain in the penny dreadful category or fail completely.

[Airw0lf]

Hey guys, so I've boarded this BLT train as of yesterday. Like a few others I was a bit frustrated at missing out on a ~30% gain over the holidays; I had them on my to buy list once the holidays were over. However I still feel ok about investing (compared to your WYNs, PEBs, etc. of the world) as they've actually started to turn a profit so it's all a question of how they build on that instead of begging for more cash from shareholders in order to chase prospects that might not even exist.

Does anyone know how strong BLT's moat is in terms of its IP? I.e., could someone else come up with products very much like theirs based on reading the academic literature, etc. Or do they have some IP protections in place, even if it's just a trade secret set of formulae?

This is the kind of question I wanted to research myself before buying, but then seeing the momentum I figured I'd jump in (Remains to be seen whether this was an incredibly dumb idea on my part.)

[Snow Leopard]

So everyone jumping on the BLT bandwagon now?

For your sake of your wallet and mine I hope you have not paid too much.

PS Please stop mentioning PEB here :(

[pierre]

PS Please stop mentioning PEB here :(

Sorry. I initially made a passing reference to BLT and [that other company] both being Dunedin-based, but the discussion escalated from there.


I consider myself chastised and will not mention [that other company] on here ever again.

Happy New Year.

[Snow Leopard]

Sorry. I initially made a passing reference to BLT and [that other company] both being Dunedin-based, but the discussion escalated from there.


I consider myself chastised and will not mention [that other company] on here ever again.

Happy New Year.



As a long termer you are excused :)

But we don't want the thread going to the dogs.

Disc: In BLIS for about seven weeks :D.

PS HNY!

[Arthur]

Hey guys, so I've boarded this BLT train as of yesterday. Like a few others I was a bit frustrated at missing out on a ~30% gain over the holidays; I had them on my to buy list once the holidays were over. However I still feel ok about investing (compared to your WYNs, PEBs, etc. of the world) as they've actually started to turn a profit so it's all a question of how they build on that instead of begging for more cash from shareholders in order to chase prospects that might not even exist.

Does anyone know how strong BLT's moat is in terms of its IP? I.e., could someone else come up with products very much like theirs based on reading the academic literature, etc. Or do they have some IP protections in place, even if it's just a trade secret set of formulae?

This is the kind of question I wanted to research myself before buying, but then seeing the momentum I figured I'd jump in (Remains to be seen whether this was an incredibly dumb idea on my part.)

The main throat Patents are about to expire, but they have a good deal of Trade Secret knowledge. The science seems to support their effectiveness and at $70 odd million chump change for a larger overseas manufacturer. The company however has said profits will be similar to last year as they are spending on R&D, marketing etc. If they can replicate the NZ success in Canada, Aussie, Japan or Europe profits could rise by a factor of 10. Disclosure long term shareholder, but I've sold a quarter of mine at these prices.

[Airw0lf]

The main throat Patents are about to expire, but they have a good deal of Trade Secret knowledge. The science seems to support their effectiveness and at $70 odd million chump change for a larger overseas manufacturer. The company however has said profits will be similar to last year as they are spending on R&D, marketing etc. If they can replicate the NZ success in Canada, Aussie, Japan or Europe profits could rise by a factor of 10. Disclosure long term shareholder, but I've sold a quarter of mine at these prices.

Thanks Arthur for the info. Wouldn't blame you for selling down a bit if you are a long term holder.

[pierre]

As a long termer you are excused :)

But we don't want the thread going to the dogs.

Disc: In BLIS for about seven weeks :D.

PS HNY!
Seven weeks! Well that's not exactly long term. I've been accumulating BLT since 2005 and have hung in through all the trials and tribulations -and the CRs.

I'm an investor, not a trader, and don't quite see the point of selling down as things are hotting up.

I don't sell shares in my own company because things are going well so won't be dropping any BLT anytime soon. May think about it when it gets to 25% of my portfolio (it has currently rocketed up to 15%) but even then I'll think twice.

[Beagle]

As a long termer you are excused :)

But we don't want the thread going to the dogs.

Disc: In BLIS for about seven weeks :D.

PS HNY!

This only a ~ 1 % portfolio punt for me pussy cat. I think you are safe to leave your ear muffs in your den.

[Beagle]

https://sites.google.com/view/nzsharepicks/2020-commentary

Must admit I am a little surprised that BLT is the third most favoured stock in the competition this year.

[pierre]

There will be some happy BLT stock pickers and holders- SP up to 7.5c already this morning and appears it will go higher.

[winner69]

https://sites.google.com/view/nzsharepicks/2020-commentary

Must admit I am a little surprised that BLT is the third most favoured stock in the competition this year.

Everybody (or most) sees a winner when an opportunity presents itself

Not usually a good endorsement though :eek2:

[RGR367]

https://sites.google.com/view/nzsharepicks/2020-commentary

Must admit I am a little surprised that BLT is the third most favoured stock in the competition this year.

And I'm not surprised Brokers have not picked BLT too. Yeah, BLT is mostly for sharetraders :cool:

[RGR367]

https://sites.google.com/view/nzsharepicks/2020-commentary

Must admit I am a little surprised that BLT is the third most favoured stock in the competition this year.

And I'm not surprised that Brokers have not picked BLT too. Yeah, BLT is mostly for sharetraders :cool:

[RGR367]

&lt;a href="https://sites.google.com/view/nzsharepicks/2020-commentary" target="_blank"&gt;https://sites.google.com/view/nzsharepicks/2020-commentary&lt;/a&gt;&lt;br&gt;<br>
&lt;br&gt;<br>
Must admit I am a little surprised that BLT is the third most favoured stock in the competition this year.&lt;br&gt;&lt;br&gt;And I'm not surprised that Brokers have not picked BLT too.&amp;nbsp; Yeah, BLT is mostly for sharetraders&amp;nbsp;&lt;img src="images/smilies/001_cool.gif" border="0" alt="" title="Cool" smilieid="14" class="inlineimg"&gt;&lt;br&gt;<br>
&lt;br&gt;<br>

[Sideshow Bob]

Is BLT going to be a little like PAZ? Would suspect Sharetraders end up as a large part of the price being driven up? BLT going gangbusters again today.

Although a few more shares on issue in BLT than PAZ however.....

[Beagle]

Is BLT going to be a little like PAZ? Would suspect Sharetraders end up as a large part of the price being driven up? BLT going gangbusters again today.

Although a few more shares on issue in BLT than PAZ however.....

It will if Percy jumps on board and starts ramping it :)

[sb9]

And I'm not surprised that Brokers have not picked BLT too. Yeah, BLT is mostly for sharetraders :cool:

Sure does seem that way. This was my last buy for 2019 before the holiday break just under the 5c mark and just can't believe how swiftly the price has rocketed.

[Cadalac123]

little dip or profit taking? lol

[Sideshow Bob]

little dip or profit taking? lol

Considering just over 4c at the start of December, not surprised by a bit of retrenchment. Few probably came back from holiday, looked at the share price, and took the opportunity to pay for their next holiday...…:p

[Justin]

Profit taking？

[Cadalac123]

Based on the change of the depth profile looks like someone with a large position trying to exit with a lot of profit. Fundamentally nothing changed about the company.

[Airw0lf]

Based on the change of the depth profile looks like someone with a large position trying to exit with a lot of profit. Fundamentally nothing changed about the company.

Yeah. I am completely stating the obvious here but until we get a trading update the price will probably meander sideways or edge downwards a bit like the last couple of days. If the update is strong things might get quite exciting and if the update is quite poor it could well drop like a stone back to pre-Xmas levels...

[Justin]

Entry point now?

[Snow Leopard]

Entry point now?

I will answer that one after the next financials. :cool:

I am surprised at the current SP, I was not expecting such a upshift over Crimbo.
As Airwolf says it needs an upbeat update to keep it uphere.

But you make your own decisions.

Disc: hold, if it had got to 8.4c I would have done a Percy 'free ones' trade. :p

[Cadalac123]

BLT prior to the high volume shift in in the past month was a notably volatile stock dropping between announcements. At the end of the day it is a small cap stock and so I don't think there will be any reliable entry or exit points. Whether the nature of this stock has changed with the recent volume influx is a different story, but the visible fundamentals of the business haven't changed at all since the last announcement.

[Beagle]

Doubled down...probably a dumb Beagle, drunk and well and truly over gorged on super fat excessive profits from other shares in 2019...what could possibly go wrong with this one lol

[Cadalac123]

I made the mistake of buying at a previous peak with BLT and got stung hard so never again but that was very brave of you beagle....prospects way better than when I did it though

[Beagle]

I made the mistake of buying at a previous peak with BLT and got stung hard so never again but that was very brave of you beagle....prospects way better than when I did it though

Only a 2% portfolio position mate so not really very brave. I'm probably long overdue for another clip around the ears, (its been quite a while), so anyone who follows the dog on this occasion does so on the basis that my punt is exactly that, just a punt. That said I do like the way their financials are evolving and healthcare is in my opinion going to be a very hot sector in the 2020's with a rapidly aging population so I will strap myself in for a decent ride of this puppy and see what happens...

[Dlownz]

While I like blis as well I see more gains in AFT.

[Cadalac123]

2% of your portfolio is probably all my portfolio all prespective haha

AFT is a strange one, I guess pascomer might be a big thing, or it wont..

[couta1]

Only a 2% portfolio position mate so not really very brave. I'm probably long overdue for another clip around the ears, (its been quite a while), so anyone who follows the dog on this occasion does so on the basis that my punt is exactly that, just a punt. That said I do like the way their financials are evolving and healthcare is in my opinion going to be a very hot sector in the 2020's with a rapidly aging population so I will strap myself in for a decent ride of this puppy and see what happens... Looked at it this morning at 6.5c and thought yeah nah ,6c for sure as long as the numbers stack up ,otherwise oh dear.

[Sideshow Bob]

Looked at it this morning at 6.5c and thought yeah nah ,6c for sure as long as the numbers stack up ,otherwise oh dear.

Just had a brief read through the last couple of key announcements, and there was an element of Deja Vu - repeating how much their revenue had increased 74% (later mentioning their "trading" revenue up 77%). Some of it a rehash of progress already announced.

What I actually liked is when compared HY19 and HY18 - sales up by $2.3m, obviously a big push on marketing ($0.65m vs $0.25m), only small increase in wages (up $0.2m) and operating costs actually down by $0.15m. Don't know how sustainable operating costs are? However raw material was only $0.55m up, so raw material cost was about 24% of sales revenue.


However it does seem to getting to a stage of decent critical mass, and potential to pump out some margins with sales growth. Investment in marketing, but if they can keep staff and operating costs under control, then any growth should start to really fall to the bottom line.

Not sure where the PE of 43 comes from on the NZX website - by my reckoning at $0.07 PE is 51, based on $759k net for the last 6 months.

They seem to be bullish in the announcements, and if can keep up the sales trajectory, then potential further upside. Fail to meet this or underperform and think will be punished. I've always like the A2 approach - underpromise/overperform.

I've always thought BLT still need to do a share consolidation at some stage......

[Beagle]

Looked at it this morning at 6.5c and thought yeah nah ,6c for sure as long as the numbers stack up ,otherwise oh dear.

The old gut-o-meter eh mate :)

[kiwidollabill]

I see BLIS are now a sponser (and on the jersey) of the Otago Highlanders.

Leave it to the SH to decide if this is $ well spent for where the company is at....

[percy]

As a true Canterbury/Crusaders supporter,I think Blis have made an excellent choice,as The Highlanders are a highly respected team, who always play good honest rugby.

[pierre]

I see BLIS are now a sponser (and on the jersey) of the Otago Highlanders.

Leave it to the SH to decide if this is $ well spent for where the company is at....

Well it seems to be working for the SP at least. Maybe [that other Dunedin-based company] should try the same approach!

[Dlownz]

Wonder if we are going to see a performance update this week which may explain the post Christmas rush on the share price.

[TobyPascoe92]

Was having a chat with sharebroker yesterday and when we moved to the health sector, without prompting from me the first thing he mentioned was Blis and buy, buy, buy. Had a bit of explanation but in a nutshell thought that 2020 was moving year for them and they were seeing/hearing key indicators being positive. Now in my portfolio. Here’s hoping.

[youngatheart]

What with the recent fires in Australia, what effect if anything will this have on sales there?

[youngatheart]

I'm imagining a tsunami of people going into the pharmacy looking for something for their sore throats...

[GR8DAY]

I'm imagining a tsunami of people going into the pharmacy looking for something for their sore throats...



........good point YAH, you may well be on the money.

[youngatheart]

I'm a new shareholder of this stock. I like how regularly this company puts out positive market announcements :)

[Arthur]

They said that they are going to spend up large on R &D and marketing this half. They have several new products in the pipeline, K12 is coming off patent soon, so they need some backup.

[Cadalac123]

Absolute revenue values are pretty low so I imagine expansion costs could cut into them notably for now while they are, as you said, a growth company. I also found it odd they said in line with FY19, perhaps they are being cautious to account for high R and D spending.

[youngatheart]

1 Feb 2019 was a very positive market update on sales to 31 Dec, hoping for another this year. Not long to wait!

[Cadalac123]

Big update on monday apparently.. as per their instagram.

Hope it's something material and not something "fun"

[winner69]

Big update on monday apparently.. as per their instagram.

Hope it's something material and not something "fun"

Something ULTRAbig by looks of it

Lozenge to keep the corona away?

Instagram WOW ....hope they wait to they release the news to the NZX else they be in big trouble

[carrom74]

Something ULTRAbig by looks of it

Lozenge to keep the corona away?

Instagram WOW ....hope they wait to they release the news to the NZX else they be in big trouble

It’s released in Facebook as well.. about 4 hrs ago(approx) that’s after NZX closed... so should be fine( I guess)

[Cadalac123]

Something ULTRAbig by looks of it

Lozenge to keep the corona away?

Instagram WOW ....hope they wait to they release the news to the NZX else they be in big trouble

You have issues

[Chippie]

It will be very interesting to see the NZX release on Monday morning related to this "about to take things to the next level come Monday" on facebook.

Knowing that Air NZ did give travel guard to their flight crews, I wonder how big it would be if just other major airlines started doing the same?

The other option could be confirming a new product such as the skin one???

either way, I am looking forward to the news

[winner69]

You have issues

No mate ...no issues

[Chippie]

just looking the "outlook"from half year report last November. The next level could be get the China sales channel going at a time when the Coronavirus is hitting.
And for people not familiar with BLIS, have a look at the research that K12 supports overall wellbeing including increased resistance to virus infection.

Outlook
The first six months of the 2020 financial year has seen good growth in revenue across all regions
compared with the same period last year.
There is a deliberate weighting of investment into new markets in the second half of the financial
year with a focus on developing a China cross-border eCommerce sales channel and planning for a
launch of the BLIS range into the Canadian market. The prudent management required to balance
the pipeline investment and accelerated growth opportunities whilst maintaining the profitable
growth objective will continue in the second half of the year.

[aquaman]

Website details new product...ultra bliss...?

[aquaman]

https://blis.co.nz/pages/ultrablis

[justakiwi]

Really? I have seen nothing at all for ages, until this Facebook/Instagram post.


I'm a new shareholder of this stock. I like how regularly this company puts out positive market announcements :)

[Beagle]

https://blis.co.nz/pages/ultrablis

Looks good. I can see them selling heaps for people to boost their immunity.

[winner69]

Looks good. I can see them selling heaps for people to boost their immunity.

Do they offer shareholder discounts?

[GR8DAY]

This will be a winning combo...........often wondered why they havnt combined the oral Probiotics with the gut probiotics in one simple to take lozenge. This will be a game changer for sure and reasonably priced for the triple strains. I like their aggressive wording (showing strong confidence in the product) .......something about NOT delivering a lot of "useless" bacteria but quality in a plentiful dose. This is an exciting development and perfect timing in regards the hightened awareness surrounding Coronavirus and all that implies......."IMMUNITY" will be the word on everyones lips (and tongue and throat..........)

[RupertBear]

You have issues

What are you on about? :confused: Winner comes across as a very well researched poster to me plus he has a great sense of humour, whats not to like about that? No issues from my point of view :)

[artemis]

Do they offer shareholder discounts?

They do, or at least did. If you contact them via the website they will tell you the code if it is still in play.

[kerryo]

They do, or at least did. If you contact them via the website they will tell you the code if it is still in play.

You don't have to look far on Google to find prices 30% less than the Bliss Website.

[justakiwi]

Given you misspelt “Blis” - are you sure the results you are seeing are actually genuine BLT products? There are other products on the market named “Bliss” that are not
BLT’s.

You don't have to look far on Google to find prices 30% less than the Bliss Website.

[brucea]

Am still mystified about the announcement tomorrow that Blis has been teasing on FB & Instagram. I wonder if it's a new product involving the Q24 skin treatment that Blis applied for patents about 15 years ago? Or maybe something to do with the Highlanders?? I hope it's to do with the former.....that could be a game changer.....

[justakiwi]

They have already announced this new product on their website, so I imagine it is what they referred to on Facebook and Instagram. Seems like somebody got their dates/timing/announcement a bit skewed. Their Facebook and Instagram posts showed the UB logo - so I think it is all one in the same announcement. Guess we will see tomorrow.

https://blis.co.nz/pages/ultrablis


Am still mystified about the announcement tomorrow that Blis has been teasing on FB & Instagram. I wonder if it's a new product involving the Q24 skin treatment that Blis applied for patents about 15 years ago? Or maybe something to do with the Highlanders?? I hope it's to do with the former.....that could be a game changer.....

[brucea]

They have already announced this new product on their website, so I imagine it is what they referred to on Facebook and Instagram. Seems like somebody got their dates/timing/announcement a bit skewed. Their Facebook and Instagram posts showed the UB logo - so I think it is all one in the same announcement. Guess we will see tomorrow.

https://blis.co.nz/pages/ultrablis

Thanks! That makes sense when I look at the FB pic they posted with "UB" sorted of blurred out. I wonder if there will be a future follow up with their Q24 patent? https://patents.google.com/patent/WO2006104403A1/en . I think the gut probiotic is an already crowded market

[kerryo]

Given you misspelt “Blis” - are you sure the results you are seeing are actually genuine BLT products? There are other products on the market named “Bliss” that are not
BLT’s.

https://www.nzhealthstore.co.nz/shop/Probiotics/Blis+M18+Probiotics+for+Oral+Health+60+Lozenges-2.html

http://www.pharmacydirect.co.nz/Blis-ToothGuard-with-BLIS-M18-Lozenges-30-Peppermint.html

[Dlownz]

No announcement?

[winner69]

No announcement?

Not ‘Price Sensitive’ then and nothing to crow about

They did once make an NZX announcement once about the intro of ginger lollies.

[justakiwi]

The announcement was a product announcement aimed at customers.


No announcement?

[Dlownz]

Due for a update anyway though

[pierre]

BLT SP currently stable while everywhere else there's red ink all over the place.

[carrom74]

Not bad... 7c now... Holding up amidst ruins everywhere...

[pedro.nz]

BLT
03/02/2020 09:59
GENERAL
NOT PRICE SENSITIVE
REL: 0959 HRS Blis Technologies Limited

GENERAL: BLT: New product launch: UltraBLIS(TM)

New product launch: UltraBLIS(TM)

Dunedin based Blis Technologies has launched a new product UltraBLIS which is
a unique combination of BLIS K12(TM) with two gut probiotic strains.

UltraBLIS is a next generation probiotic supplement targeted at those wanting
to optimise their microbiome and strengthen overall immunity. BLIS K12 has
strong evidence in the oral microbiome, and it has been combined in a lozenge
format with Bifidobacterium lactis HN019 (HOWARU(R)), and Lactobacillus
acidophilus La-14: 2 strains from Dupont(R) that have strong evidence bases
in immunity.

The product will initially be available exclusively online from
www.ultrablis.co.nz (http://www.ultrablis.co.nz) with planning for a NZ retail launch underway.

For more information on the product and for purchase please visit
www.ultrablis.co.nz (http://www.ultrablis.co.nz).

Ends

[brucea]

Thanks - and I have ordered some!

[suse]

20% off first order for subscribers! I'll be in.

[Cadalac123]

here's to hoping an actual financial update comes out this month..

[artemis]

Use code ULTRALEAP to get 20% off your first order of UltraBLIS
or ULTRALEAPSUB to get 15% off subscription and free postage (minimum 6 months, NZ only)

This offer was sent yesterday to newsletter subscribers. Time limited.

[winner69]

EARNINGS UPGRADE

That’s good news

http://nzx-prod-s7fsd7f98s.s3-website-ap-southeast-2.amazonaws.com/attachments/BLT/347906/316139.pdf

[Dlownz]

EARNINGS UPGRADE

That’s good news

http://nzx-prod-s7fsd7f98s.s3-website-ap-southeast-2.amazonaws.com/attachments/BLT/347906/316139.pdf
It is. Next question will the sp rise given it went up around Christmas on no news.

[Filthy]

It is. Next question will the sp rise given it went up around Christmas on no news.

it is going to be interesting. generally a positive announcement, but under the circumstances, EBITDA only going from 0.9 to 1.0 (11%?) vs a ~100% rise in SP recently.....might be in for a drop?? really depends on how much of the LT future is built in eh.

[Snow Leopard]

Revenue up either 43% or 65% depending on how you want to read it. For growth companies that are going for world domination it is all about the revenue growth.

[pierre]

It is. Next question will the sp rise given it went up around Christmas on no news.
Well it has - currently 7.1 - this good news should help sustain the Christmas surge in the SP.

Fantastic to see BLT now making solid sales progress and look forward to ultimate translation to the bottom line. Meanwhile it's great to see the company investing for future growth.

Well done Brian and the BLT team. Can't have been a bad thing having Barry Richardson back on the Board either.

[TobyPascoe92]

Getting more excited about BLT every week at the moment. Broker had us in on A2, Xero years ago and it paid off - this was more of a gamble for us when he recommended but beginning to feel worth it :)

[winner69]

Solid buying today

That’s good

[Dlownz]

Solid buying today
That’s good
Yes solid buying. But not a lot of movement. 🙂

[Sideshow Bob]

Yes solid buying. But not a lot of movement. 

Patience Grasshopper...….

[Beagle]

I heard plenty of good advertising on the radio today about the new Ultrabliss...can't have strong growth without spending on marketing, probably why the EBITDA growth forecast is modest.

https://blis.co.nz/pages/ultrablis Must say they're really trying to set people up into "a habit"
Safe to take up to 4 per day. The pack only contains 40 so that's as little as ten days supply for $30...or $3 per day = $1,095 per person per year at max 4 units a day or ~ $2,200 per couple per year at max dose. You'd want to be in a state of bliss at that price lol

Disc: Holding and but quietly wondering if all the many supplements I already take, (and there and quite a lot, usually half a handful with lunch), really make any difference at all ?

Somewhat interesting anecdotal story...Friend of mine retired a while back and was on a vast array of different supplements, maybe more than 10 a day I think I recall he said. As an experiment to save money when he retired Neil ceased all supplement intake and simply increased his fresh fruit and vegetable intake. He reckons he felt better lol
Lost touch with him a while back as he moved to a 10 acre small lifestyle block down country a bit. Last I heard they were growing all their own fruit and vegetables and had a couple of goats, a few sheep, chickens, and a few dogs and cats.
Doesn't sound like a bad way to spend one's retirement. He probably doesn't need any ultrablis, he's probably in a state of blis already lol

[winner69]

I heard plenty of good advertising on the radio today about the new Ultrabliss...can't have strong growth without spending on marketing, probably why the EBITDA growth forecast is modest.

https://blis.co.nz/pages/ultrablis Must say they're really trying to set people up into "a habit"
Safe to take up to 4 per day. The pack only contains 40 so that's as little as ten days supply for $30...or $3 per day = $1,095 per person per year at max 4 units a day.
You'd want to be in a state of bliss at that price lol

Disc: Holding and but quietly wondering if all the many supplements I already take, (and there and quite a lot), really make any difference at all.
Friend of mine retired a while back and was on 10 different supplements. As an experiment to save money when he retired Neil ceased all supplement intake and simply increased his fresh fruit and vegetable intake. He reckons he felt heaps better lol

Less than a cup of coffee a day

Wonder if they pump a bit of caffeine into the pills

[Beagle]

Less than a cup of coffee a day

Wonder if they pump a bit of caffeine into the pills

Whenever someone tells me, "less than a cup of coffee a day" I run, because I know good coffee really does work lol

[Dlownz]

Looking at the increases from regions comparing to the last financials does anyone else think blis are understating what they will actually announce in May. Could we be looking closer to 11-13million in revenue at the end of the financials. Thoughts 🤔

[pierre]

Looking at the increases from regions comparing to the last financials does anyone else think blis are understating what they will actually announce in May. Could we be looking closer to 11-13million in revenue at the end of the financials. Thoughts 🤔
Entirely possible. I said a while back on this thread that I thought they were setting themselves up to underpromise and overdeliver. They've done that already with their revenue announcement. I wouldnt mind betting they will be keeping a few bottom line dollars up their sleeve too for the EOY announcement.

[winner69]

Entirely possible. I said a while back on this thread that I thought they were setting themselves up to underpromise and overdeliver. They've done that already with their revenue announcement. I wouldnt mind betting they will be keeping a few bottom line dollars up their sleeve too for the EOY announcement.

Brian better be playing that under promise over delivery game or else the $9.4m is a joke or a disaster

Achieving that means sales would have gone backwards in Q4 even allowing for those big sales to Oz in Q4 last year.

Brian, playing games with your disclosures will get you nowhere - the market isn’t stupid. You might think you are being clever but at the end of the day you only lose credibility.

[Dlownz]

Brian better be playing that under promise over delivery game or else the $9.4m is a joke or a disaster

Achieving that means sales would have gone backwards in Q4 even allowing for those big sales to Oz in Q4 last year.

Brian, playing games with your disclosures will get you nowhere - the market isn’t stupid. You might think you are being clever but at the end of the day you only lose credibility.

That's why when looking at increases in revenue stated in regions vs last year's end of year statement it looks higher to me. Unless cost have gone up alot which we won't know till May. We could be in for a great surprise. Maybe even a rocket under the company. Are AFT and BLT the next golden goose? Has BLT finally matured May is going to be a very I teresting month. I'm looking forward to looking over there financials

[GR8DAY]

https://blis.co.nz/pages/ultrablis Must say they're really trying to set people up into "a habit"
Safe to take up to 4 per day. The pack only contains 40 so that's as little as ten days supply for $30...or $3 per day = $1,095 per person per year at max 4 units a day or ~ $2,200 per couple per year at max dose. You'd want to be in a state of bliss at that price lol

.......you could take the whole pack in one day and it wouldnt hurt you. They only say max 4 units a day to encourage people to do so (and many will) , to improve turnover......clever move. One a day is all you need, take last thing at night while lying down about to sleep. Dissolve slowly in mouth and swallow! .......wake up next morning and both oral cavity AND gut recolonized with good bacteria.......what could be easier! Im expecting big revenue gains over the year ahead......real big....the time has come for Blis.......move over A2.

[pierre]

Brian better be playing that under promise over delivery game or else the $9.4m is a joke or a disaster

Achieving that means sales would have gone backwards in Q4 even allowing for those big sales to Oz in Q4 last year.

Brian, playing games with your disclosures will get you nowhere - the market isn’t stupid. You might think you are being clever but at the end of the day you only lose credibility.

He has put a caveat around the Aussie market results - Q4 last year was the initial sell in via the new distributor and the volume is unlikely to be repeated this year. But if the trend in other markets continues the overall result could be good.

Will be nice to see EBITDA over $1m - how far over is the question.

[Beagle]

https://blis.co.nz/pages/ultrablis
.......you could take the whole pack in one day and it wouldnt hurt you. They only say max 4 units a day to encourage people to do so (and many will) , to improve turnover......clever move. One a day is all you need, take last thing at night while lying down about to sleep. Dissolve slowly in mouth and swallow! .......wake up next morning and both oral cavity AND gut recolonized with good bacteria.......what could be easier! Im expecting big revenue gains over the year ahead......real big....the time has come for Blis.......move over A2.

I like your "infectious" enthusiasm. That's the kind of infection I want :)

[sb9]

Yes solid buying. But not a lot of movement. 

It ran hard reticently, now its time for consolidation at current levels and then onto another leg up.

[winner69]

Quarter sales up 43% on pcp ....9 months sales up 65%. Pretty amazing

Come next update it will read

Quarter sales DOWN 45% on pcp .....12 months sales up 13% on pcp

Geez, hope our Brian is telling us a load of porkies with his $9.4m full year sales number (I used $9.5m to get those percentages)

I’ve emailed him to get real or lose credibility big time.

[Dlownz]

Quarter sales up 43% on pcp ....9 months sales up 65%. Pretty amazing

Come next update it will read

Quarter sales DOWN 45% on pcp .....12 months sales up 13% on pcp

Geez, hope our Brian is telling us a load of porkies with his $9.4m full year sales number (I used $9.5m to get those percentages)

I’ve emailed him to get real or lose credibility big time.

That's obviously being understated then isn't it winner. I think even with a sales dip in australia. That's why I thought with that sudden increase after Christmas so ei side knowledge got out and there was some great buying. So it's at the price level it would have hot to on the news we got the other day. I'm camping at the mo. But I'm going to download the end of year 19 and compare a few things. But that's I between fishing and relaxing. Only Internet is on the beach 😁

[Cadalac123]

I actually decided to exit being significantly up from my initial investment for the same reason. The forecast looks horrible but I can understand q4 FY19 may have had abnormally large shipments - but the guidance given for revenue suggests tiny revenue growth yoy for a growth company. No doubt BLT may do well in the future but I'd rather sit on the sidelines till the next report or enter if it dips again.

100% rise and then this report is not really that great

[carrom74]

Sub-6 Cents soon... Mr.Market certainly did not like the announcement.

Also, if anyone is keen... NZSA is holding an event in Auckland next week and Brian Watson(CEO) is one of the speakers in that event....(19th feb 2020, 7pm)

[dompf]

a lot of people taking profit on BLT today.

[winner69]

a lot of people taking profit on BLT today.

.....and a few latecomers who got this juggernaughr cursing their luck and cutting their losses

They’d be really cursing to they continue to hold and it sinks back to 4 cents

[TobyPascoe92]

Not panicking here, over half the main NZX board down substantially today - only one silly reason for it, coronavirus. Just a reaction to scaremongering.

[Leftfield]

Not panicking here, over half the main NZX board down substantially today - only one silly reason for it, coronavirus. Just a reaction to scaremongering.

BLT and probionics could actually benefit from the coronavirus scare.

The current sell down a bit illogical IMHO....however the market is, what it is and you can't blame some for taking profits.

[couta1]

BLT and probionics could actually benefit from the coronavirus scare.

The current sell down a bit illogical IMHO....however the market is, what it is and you can't blame some for taking profits. Yes but what % of sellers take profits compared to losses? would love to see some research done on this, I reckon the results would be in favour of the losses.

[DazRaz]

$159K total volume. Not a significant amount traded and mostly small-to very small trades.

[Ltw]

BLT and probionics could actually benefit from the coronavirus scare.

The current sell down a bit illogical IMHO....however the market is, what it is and you can't blame some for taking profits.

Agree.
Be up to 10c in no time

[winner69]

Yes but what % of sellers take profits compared to losses? would love to see some research done on this, I reckon the results would be in favour of the losses.

That’s how I see it as well ...

[pierre]

Yes but what % of sellers take profits compared to losses? would love to see some research done on this, I reckon the results would be in favour of the losses.

Im sitting on a paper profit of 210% at today's closing price so no panic selling going on here. I'm happy to ride the waves until Ltw's 10c SP arrives - but probably wont sell then either.

[Ltw]

Moving back in the right direction pierre.

[Cadalac123]

Buying depth looks pretty horrendous

[noodles]

FYI: Blis are presenting in Auckland this week
https://www.sharetrader.co.nz/showthread.php?10844-NZSA-Auckland-Meetings-and-Events&p=791834&viewfull=1#post791834

[justakiwi]

Did you ever get a reply?


I’ve emailed him to get real or lose credibility big time.

[winner69]

Did you ever get a reply?

Yep, the one I’m out of town sort lol

Doubt he even read it .,.his minders will have deleted it I reckon.

[pierre]

FYI: Blis are presenting in Auckland this week
https://www.sharetrader.co.nz/showthread.php?10844-NZSA-Auckland-Meetings-and-Events&p=791834&viewfull=1#post791834

That's good but dont expect any new news.

[winner69]

That's good but dont expect any new news.

But hopefully recruit a few more disciples

That’ll be good

[pierre]

Yep. Keep the SP moving north.
That will be especially good.

[carrom74]

Seeing more online ads from BLIS of late... This is from NZHerald today..Cant remember if they ever had online ads to promote their offerings...Good stuff.

11038

[justakiwi]

Yep. I have noticed this too, plus a lot of Facebook advertising and some pretty huge billboard type ads - one on the side of a building in Dunedin I think. Didn’t see it in person - think it was shared on their FB page. They do seem to be going all out promoting Ultra Blis in particular.


Seeing more online ads from BLIS of late... This is from NZHerald today..Cant remember if they ever had online ads to promote their offerings...Good stuff.

11038

[TobyPascoe92]

What are peoples consensus of BLT through the coronavirus? Price estimates over the next few months...?

[winner69]

What are peoples consensus of BLT through the coronavirus? Price estimates over the next few months...?

..what you reckon will happen to shareprice Toby?

[Cadalac123]

Despite temporarily exiting my entire position in this stock I don't think its a horrible company.

The thing that deeply troubles me is the inconsistency and lumpiness in revenues. On deeper investigation one can appreciate that there was a reason given for the extraordinarily large revenue achieved in q4 last year with "pre-launch product fulfillment"

However if you look at the trend
FY18 q4 - 1.68 million
FY19 q4 - 3.58 million
FY20 q4 - 1.9 million

That isn't exactly comforting. The quarter 3 result was notable given it was a stagnant quarter over the last two years demonstrating around 5% growth yoy, but one needs to question whether the growth demonstrated is simply expansion growth by selling it in more venues/better distribution channels vs sustainable organic growth. With healthcare products like probiotics its difficult to ascertain whether this is going to be a hit or not since it doesn't have that robust support network a conventional drug would have for a given disease.

I do think the positive sentiment around the product for halitosis is a key market in the dental space, but how greatly this materializes is questionable.

[Brain]

What are peoples consensus of BLT through the coronavirus? Price estimates over the next few months...?

It is most likely to go up or down and I guess it could stay the same but more likely to go up and down in a fairly random fashion. I guess I could be wrong but all things considered I think I have probably nailed it.

[Cadalac123]

Excellent analysis. Agree with above

[GR8DAY]

Expect BLT to do very well out of coronavirus. .....probably just perception,
...the thought of stopping the virus at point of entry (mouth) will be enough to drive panic buying I bet. Big revenue gains ahead highly likely IMHO.....and this could just be starting.

[Sideshow Bob]

Expect BLT to do very well out of coronavirus. .....probably just perception,
...the thought of stopping the virus at point of entry (mouth) will be enough to drive panic buying I bet. Big revenue gains ahead highly likely IMHO.....and this could just be starting.

Do BLT have the awareness and critical mass of markets to really profit? Or the manufacturing capacity to ramp things up if required??

[GR8DAY]

Do BLT have the awareness and critical mass of markets to really profit? Or the manufacturing capacity to ramp things up if required??


............the "buying" market (aka consumers) has just gone up 100 or 1000 fold, without needing any further marketing energy or capital. Agree manafacturing capacity may hold them back from taking full advantage of this situation.........lets hope they've got their A's in2 Gear. It's called MAKING HAY WHILE THE SUN SHINES........this could continue for a very longtime as we see and hear it gathers steam.

[winner69]

............the "buying" market (aka consumers) has just gone up 100 or 1000 fold, without needing any further marketing energy or capital. Agree manafacturing capacity may hold them back from taking full advantage of this situation.........lets hope they've got their A's in2 Gear. It's called MAKING HAY WHILE THE SUN SHINES........this could continue for a very longtime as we see and hear it gathers steam.

Hay gives many hay fever and the consequence are the symptoms of this virus.

[GR8DAY]

Hay gives many hay fever and the consequence are the symptoms of this virus.


........in that case WINNER a double-whammy.....in fact maybe a triple whammy, the more sneezing the more this thing will spread the more BLIS cleaned off the shelves. Blis will have zero benefit in regard the coronavirus but HAY! lets just hope the millions of sheep out there continue thinking it will.

[Sideshow Bob]

............the "buying" market (aka consumers) has just gone up 100 or 1000 fold, without needing any further marketing energy or capital. Agree manafacturing capacity may hold them back from taking full advantage of this situation.........lets hope they've got their A's in2 Gear. It's called MAKING HAY WHILE THE SUN SHINES........this could continue for a very longtime as we see and hear it gathers steam.

Market not thinking it at the moment. Down 0.5c to 5.8c currently.

[GR8DAY]

Market not thinking at all...........just reacting. Nothing new........history shows this and these are the opportunities to make serious money in any market.

[winner69]

Market thinking OK ....PEB us top of leaderboard

[Sideshow Bob]

Market thinking OK ....PEB us top of leaderboard

Perfect example of it NOT!

[Brain]

Market not thinking it at the moment. Down 0.5c to 5.8c currently.


now 6.1, VWAP = 5.99. 1million shares traded 1 billion on issue.

[carrom74]

https://www.southernsteel.co.nz/Partners/Ascot-Park-Hotel-Southern-Steel-Netball-Official-__I.38788

BLIS is now the official associate partner of Southern Steel Netball...

Bring it on!

[k14]

Well just for some real world product feedback (I am a shareholder too). Been taking Blis for the last few months, have come down with a cold over the last 3-4 days (probably from my 3 year old daughter). Wife has been on it longer and she hasn't had anything. Always have this nagging feeling that any of these products (e.g. multivitamins, blis etc) are borderline scientific and just rely on the psychological benefit of something is better than nothing :)

[Cadalac123]

BLIS isn't going to stop you from getting a cold every year m8

[fungus pudding]

BLIS isn't going to stop you from getting a cold every year m8

Or even any year.

[Sideshow Bob]

Well just for some real world product feedback (I am a shareholder too). Been taking Blis for the last few months, have come down with a cold over the last 3-4 days (probably from my 3 year old daughter). Wife has been on it longer and she hasn't had anything. Always have this nagging feeling that any of these products (e.g. multivitamins, blis etc) are borderline scientific and just rely on the psychological benefit of something is better than nothing :)

Blis has more scientific backing to it, than say many of the vitamins or products of similar ilk. Can always pick up a cold through other ways than the throat - ie rubbing your eyes or similar.

Always hard to tell how you get colds/flu and if what you take helps.

I've taken the toothguard, as have a problem with my gums in a specific area. After the hygienist said a few weeks of flossing and mouth-washing would fix it, I did that for 3 months with no improvement. Toothguard has improved it - and without any flossing or mouthwash...….

Bit like deer velvet. I've taken that on and off. Does it work? Haven't had a cold while on it (use to get at least 1 chest infection/year) and believe helped recovery from marathons and ultra runs. If you think it works, it works.

[GR8DAY]

Or even any year.


........and niether should it ah Fungus. No claims or connection for preventing colds. Amazing how some people will be swallowing a supplement without fully understanding what it's actually for.!!

[fungus pudding]

........and niether should it ah Fungus. No claims or connection for preventing colds. Amazing how some people will be swallowing a supplement without fully understanding what it's actually for.!!

Not just the supplements. So many also swallow the promotional guff e.g. sleeping on magnets.

[Snow Leopard]

Upgrade from BLIS due to
a/ COVID-19 &
b/ COVID-19.

https://www.nzx.com/announcements/349946

Pity it has come about this way.

[Sgt Pepper]

Not just the supplements. So many also swallow the promotional guff e.g. sleeping on magnets.
Sleeping on magnets is an attractive proposition

[fungus pudding]

Sleeping on magnets is an attractive proposition

Not if you happen to be Superman, 'the man of steel', AKA Clark Kent. Imagine trying to get up in the mornings.

[Chippie]

Upgrade from BLIS due to
a/ COVID-19 &
b/ COVID-19.

https://www.nzx.com/announcements/349946

Pity it has come about this way.
This is great news for BLT. I am surprised there is not more chat on this?

[Brain]

This is great news for BLT. I am surprised there is not more chat on this?

I think people are purely focussed on the negative. Good news does not even register. It might upset the doom and gloom

[Ltw]

BLT has been a shining light in all this doom I dropped all other holdings other than BLT and NTL just before the crash and very happy with current position and today’s announcement.

[TobyPascoe92]

Fully loaded up on Blis on Thursday, reasonably happy this morning, but can it keep going up during this time or are people too far gone to panic?

[Cadalac123]

I think some people actually read the announcement properly and didnt get too excited

[Chippie]

BLT have increased forecast revenue by 600k just one month after the previous forecast. This is for just the last quarter of this FY.
so although not a huge increase in revenue, I would expect they are being conservative due to the big spike in sales making it difficult to forecast.

I know that 2 of the pharmacies in Wgtn sold out last week, so encouraging signs

[patrick]

Why so quiet.

[Sideshow Bob]

Why so quiet.

All of the fear and panic elsewhere!! :scared:

[Ltw]

Why so quiet.
I think being a stock that’s not crashing and burning there’s no interest.

[Cadalac123]

Im all for the increased guidance . I guess some people aren’t excited about the fact that projected second half revenues are actually 5 percent lower than fy19 second half revenue ..

I guess one could extrapolate last years q4 was inflated by the freight delays in q3 which artificially inflated their q4 but still a little strange for a growth company.

Earnings upgrade is great but yeah.. maybe some people projected greater revenue growth than that.

I wonder if freight delays will stop the guidance being achieved now too but I guess it probably won’t since they’ve decided to firmly provide an update amidst the virus getting worse

[TobyPascoe92]

Went to three chemist's today, all three out of ultrablis and waiting on more.

[GBM]

Blis CEO was on RadioNZ earlier this week saying they were struggling to meet demand. He mentioned hiring extra and staff and double shifts which was heartening to hear. Considering this crisis will likely continue for months to years rather than weeks, it's understandable that an increasing number of people will become more aware/proactive with supplements which *may* boost immunity.

[patrick]

Went to three chemist's today, all three out of ultrablis and waiting on more.

I read two weeks ago that Ultrablis was only available direct from the Company. Is this not correct?
Thanks

[Chippie]

Not sure about ultra blis but the 2 in wellington were out od all Blis products at the start of last week

[GBM]

Found it. Sounds like they’re ramping up production to try and meet demand.

@ 1min40
https://www.rnz.co.nz/audio/player?audio_id=2018739149

[Sideshow Bob]

I heard that they are very reliant on a very small number of production staff....need more staff

[patrick]

I heard that they are very reliant on a very small number of production staff....need more staff

Bob,
Can u get Bliss in Bolivia?

[Sideshow Bob]

Bob,
Can u get Bliss in Bolivia?

Very good for fighting off bugs on the antiplano.....

[Sideshow Bob]

......................

[fungus pudding]

......................

They're dots Bob.

[patrick]

......................

I agree Bob

[Sideshow Bob]

They're dots Bob.

Morse code...…

Seriously, I couldn't delete the message, which I had double-posted.

[fungus pudding]

Morse code...…

Seriously, I couldn't delete the message, which I had double-posted.

Instead of dots, you could have changed it to a little poem: e.g.

'I thought of Mr. Morse
and his code, of course.
So typed a line of dots
I didn't count, but lots.

[GBM]

I thought he was suggesting joining the dots... 😂

[airedale]

I have used Throatguard in the past. I went to the chemist today and he had none but was stocked up with DAILY DEFENCE another Blis product. I wonder if they are different products or is it just a marketing ploy. I know that Throatguard andTravelguard were similar or identical products.

[patrick]

I have used Throatguard in the past. I went to the chemist today and he had none but was stocked up with DAILY DEFENCE another Blis product. I wonder if they are different products or is it just a marketing ploy. I know that Throatguard andTravelguard were similar or identical products.

Different products. Have used Throatguard for years. Phoned 7 chemists yesterday, in different areas; three sold out of all Bliss and others said “ very high sales”. One just had a big restock.
Ultrablis only available direct from the Company.