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fluziosaurus
30-08-2020, 11:56 PM
220 now. Twenty more in four days...growing momentum there it seems.

268 amazon reviews now. That is almost 50 more in less than two weeks

Leftfield
31-08-2020, 08:16 AM
268 amazon reviews now. That is almost 50 more in less than two weeks


I'm glad you are monitoring this........ ample for reward for my efforts even tho I find I can only post 25 reviews per week without getting tired.... lol.... just kidding.

Go BLT (got to be safer/better than hydrochloride!!)

winner69
31-08-2020, 08:34 AM
Google Trends

Blis ...worldwide ...health

Staggering. ..but then I have no idea what it really means

emearg
02-09-2020, 11:57 AM
268 amazon reviews now. That is almost 50 more in less than two weeks

280 now. So 60 reviews in 14.5 days. That ain't too shabby. Product is currently ranked #146 which is a drop of about 20 odd places.

Another product that contains both K12 and M18 and is ranked around #50. It gets several times as many reviews as Throat Health. It currently has 1758 reviews. I will check again in a fortnight.
https://www.amazon.com/Probiotic-probiotics-halitosis-Streptococcus-salivarius/dp/B013TS3SXA/ref=sr_1_5?dchild=1&keywords=dental+probiotic&qid=1598341920&s=hpc&sr=1-5

nevchev
02-09-2020, 02:56 PM
280 now. So 60 reviews in 14.5 days. That ain't too shabby. Product is currently ranked #146 which is a drop of about 20 odd places.

Another product that contains both K12 and M18 and is ranked around #50. It gets several times as many reviews as Throat Health. It currently has 1758 reviews. I will check again in a fortnight.
https://www.amazon.com/Probiotic-probiotics-halitosis-Streptococcus-salivarius/dp/B013TS3SXA/ref=sr_1_5?dchild=1&keywords=dental+probiotic&qid=1598341920&s=hpc&sr=1-5

It was in the top 100 the other day #71 and its drop corresponded with a bad review that questioned the safety of throatguard with no specifics given.The company has responded but it seems people can write whatever they please.Its BS but not much can be done about it
Another 9 reviews since yesterday,its going great guns.
I attempted to post a comment to the disparaging review questioning thier agender but as i have not spent $50 on amazon it would not post.

Snow Leopard
03-09-2020, 08:08 PM
Getting a little bored of this sideways action, though 8c is looking good as support (if you believe in that sort of thing).

Can we have a really positive announcement please ? :sleep:

fluziosaurus
03-09-2020, 08:24 PM
Might get an update re Canada launch and where everything else is sitting in the 6 monthly coming around 9 weeks time

Lion_graf
07-09-2020, 05:54 AM
Not much we didn't know already but it seems the Ultrablis product has been selling well. Is anyone selling Ultrablis in (NZ in particular) other than on their website?

https://www.nzherald.co.nz/sponsored-stories/news/article.cfm?c_id=1503708&objectid=12361800

nevchev
07-09-2020, 02:32 PM
The afternoon seller still there.It cant go on forever but it certainly could go on for some time with 1.2b shares on issue!Pull finger management and give your thumb a go.How hard could it be to get Ultrablis on Amazon?Unbelievable!!!

emearg
07-09-2020, 05:25 PM
Pull finger management and give your thumb a go.How hard could it be to get Ultrablis on Amazon?Unbelievable!!!

Are all the ingredients including the probiotic strains allowed for sale in the USA? What claims are they allowed to make about them? The immunity claim on the UltraBLIS label isn't allowed in the USA.

Maybe a little more analysis would stop you falling into a state of disbelief?

Leon
09-09-2020, 09:25 PM
How about Blis in a can. Aerosol Blis :)

LEMON
10-09-2020, 09:15 PM
I took part in Round the bays 5km run in wellington and at the end you received blis k12 lozenges. I took a handful and decided as a recent new Blis Tech holder I would try the product for 4 weeks. 2 lozengers a day, both times after teeth brushing.

The results?

No typical mouth pains from over brushing or flossing, no unusual smells, nice pinker tongue only 2 weeks in.

May I add i have oral hygiene OCD so what great new addition to my dental care

artemis
11-09-2020, 06:36 AM
I took part in Round the bays 5km run in wellington and at the end you received blis k12 lozenges. I took a handful and decided as a recent new Blis Tech holder I would try the product for 4 weeks. 2 lozengers a day, both times after teeth brushing.

The results?

No typical mouth pains from over brushing or flossing, no unusual smells, nice pinker tongue only 2 weeks in.

May I add i have oral hygiene OCD so what great new addition to my dental care

Check out UltraBlis - more expensive but 40 lozenges and adds a whole extra probiotic dimension. The gut biome gets a lot of research attention these days.

Also for those who sign up to the newsletter they have decent discounts time to time, though Chemist Warehouse probably still cheaper.

emearg
16-09-2020, 08:50 PM
280 now. So 60 reviews in 14.5 days. That ain't too shabby. Product is currently ranked #146 which is a drop of about 20 odd places.

Another product that contains both K12 and M18 and is ranked around #50. It gets several times as many reviews as Throat Health. It currently has 1758 reviews. I will check again in a fortnight.
https://www.amazon.com/Probiotic-probiotics-halitosis-Streptococcus-salivarius/dp/B013TS3SXA/ref=sr_1_5?dchild=1&keywords=dental+probiotic&qid=1598341920&s=hpc&sr=1-5

Was 362 reviews last night. That 82 is a few hours less than two weeks. Better than last fortnight. Not a trend yet and probably not particularly meaningful anyway. I note the product also has 'Amazaon Choice' on it. From the brief reading I've done I'm not sure if it is or isn't a big deal.

The other product was sitting at approx. 2020 reviews. That's approx. 260 reviews in a fortnight.

Dunno if I'll keep monitoring them. Anyways...keep up the good work Left field.

calledone
17-09-2020, 01:57 PM
Everyday for the past few weeks, there is a 800k lot sold around 2pm. Wonder if it's the Singapore investor again.

nevchev
19-09-2020, 01:52 PM
Not much we didn't know already but it seems the Ultrablis product has been selling well. Is anyone selling Ultrablis in (NZ in particular) other than on their website?

https://www.nzherald.co.nz/sponsored-stories/news/article.cfm?c_id=1503708&objectid=12361800https://www.nz-online-pharmacy.com/products/ultrablis-blis-k12-lozenges-40.html

fluziosaurus
19-09-2020, 10:34 PM
Not much we didn't know already but it seems the Ultrablis product has been selling well. Is anyone selling Ultrablis in (NZ in particular) other than on their website?

https://www.nzherald.co.nz/sponsored-stories/news/article.cfm?c_id=1503708&objectid=12361800

https://www.netpharmacy.co.nz/products/blis-probiotics-ultrablis-lozenges

emearg
26-09-2020, 12:15 PM
https://www.amazon.com/BLIS-ThroatHealth-Probiotic-Available-Sugar-Free/dp/B077X6N5KS
24 July 2020: 145 ratings (comment from nevchev "It took 2 years to get 125 reviews on throatguard but in last few weeks its jumped to 145") - https://www.sharetrader.co.nz/showthread.php?5122-BLT-(Blis)/page344


26 July 2020: 155 ratings - https://www.sharetrader.co.nz/showthread.php?5122-BLT-(Blis)/page347


14 August 2020: 200 ratings - https://www.sharetrader.co.nz/showthread.php?5122-BLT-(Blis)/page348


18 August 2020: 220 ratings - https://www.sharetrader.co.nz/showthread.php?5122-BLT-(Blis)/page349


30 August 2020: 268 ratings - https://www.sharetrader.co.nz/showthread.php?5122-BLT-(Blis)/page351


2 September 2020: 280 ratings - https://www.sharetrader.co.nz/showthread.php?5122-BLT-(Blis)/page351


15 September 2020: 362 ratings - https://www.sharetrader.co.nz/showthread.php?5122-BLT-(Blis)/page351


26 September 2020: 404 ratings


So if it took two years to get to 125 ratings and then approximately 3 months to get to 400 ratings that looks like a pretty solid uptrend to me. There could be a graph in that.




Another product that contains both K12 and M18 that I mentioned earlier in the month:
https://www.amazon.com/Probiotic-pro...0&s=hpc&sr=1-5
2 September 2020: 1758 ratings - https://www.sharetrader.co.nz/showthread.php?5122-BLT-(Blis)/page351


15 September 2020: 2020 ratings - https://www.sharetrader.co.nz/showthread.php?5122-BLT-(Blis)/page351


26 September 2020: 2227 ratings


Almost 500 ratings in less than 4 weeks. Not bad. I guess there is a market for these products. Who knew?

fluziosaurus
29-09-2020, 12:04 AM
I noticed Difflam has come out with a k12 containing throat lozenge. Not sure if that is a new product or been around a while but interesting none the less

LEMON
29-09-2020, 01:02 PM
HY Report tomorrow though

fluziosaurus
29-09-2020, 01:35 PM
HY Report tomorrow though


I believe it's the half year to 30 sept. Possibly 6 weeks before we see the report. Where did you see that it comes tomorrow?

RGR367
29-09-2020, 01:49 PM
I noticed Difflam has come out with a k12 containing throat lozenge. Not sure if that is a new product or been around a while but interesting none the less
Almost 2 yrs old now if I'm not mistaken.

LEMON
29-09-2020, 02:18 PM
Sorry was supposed to be a question.

HY Report tomorrow though?

Sideshow Bob
29-09-2020, 02:56 PM
Sorry was supposed to be a question.

HY Report tomorrow though?

Last year it was announced 19th of November.

https://www.nzx.com/announcements/344462

Dlownz
29-09-2020, 03:38 PM
Last year it was announced 19th of November.

https://www.nzx.com/announcements/344462
They did do a revenue guidence before then as I was very happy buying at .033 cents

fluziosaurus
29-09-2020, 09:01 PM
They did do a revenue guidence before then as I was very happy buying at .033 cents

What are your thoughts on revenue for the 6 months?

Dlownz
30-09-2020, 06:13 AM
What are your thoughts on revenue for the 6 months?
Its hard to say. I'm guessing they will be up but it depends if they've filled more fill up orders to overseas as they sold quite a alot of bulk orders so depends if they sold out and refilled. Blt have been a bit quite lately ie no increases n revenue guidence.

nevchev
30-09-2020, 09:39 AM
The Canadian launch cant be far away and im sure they will be flat out in preparations for that

Chippie
30-09-2020, 11:12 AM
Has anyone had a look at the Roolife (RLG on ASX) announcement related to the deal with BLIS?
I am trying to work our how fast they can get this sales channel in China up and running?
https://www.directbroking.co.nz/DirectTrade/dynamic/announcement.aspx?id=5438893

They are forecasting $2.7M revenue on the 3 year deal with BLT. I hope they are getting something like 10% of sales as ($27M) for China would make an excellent revenue boost for BLT

Chippie
30-09-2020, 11:22 AM
also noted RooLife raised $6.2m on 21/08 to continue its expansion into China.

https://www.directbroking.co.nz/DirectTrade/dynamic/announcement.aspx?id=5445026

pierre
30-09-2020, 11:54 AM
Has anyone had a look at the Roolife (RLG on ASX) announcement related to the deal with BLIS?
I am trying to work our how fast they can get this sales channel in China up and running?
https://www.directbroking.co.nz/DirectTrade/dynamic/announcement.aspx?id=5438893

They are forecasting $2.7M revenue on the 3 year deal with BLT. I hope they are getting something like 10% of sales as ($27M) for China would make an excellent revenue boost for BLT

I hadn't seen that - thanks for sharing.

$27m over three years would be a superb boost for BLT. Add this year's Canada revenue - then the launch of Skincare products (probably next year) - and we can easily see sales revenue exceeding $20m in a year or two. The bottom line should show a decent lift too. All looks pretty damn good to me.

BLT is already 15% of my portfolio but at severe risk of running higher without me having to buy any more. :D

APH1
02-10-2020, 02:40 PM
Hi everyone
I’m new here, I have been following Blis since early 2018 and invested in the company since April 2019 with my first purchase at 0.027 and further top ups all the way through, I believe Blis turned a corner a couple of years back and have a bright future. I discovered this forum about a year ago now and have enjoyed reading all comments, there are some very clever minds around here, some great banter too.
Found this yesterday
https://www.happi.com/contents/view_breaking-news/2020-09-29/burst-launches-oral-probiotics/
Another product using Blis K12 and M18

Leftfield
03-10-2020, 08:39 AM
Hi everyone
I’m new here, I have been following Blis since early 2018 and invested in the company since April 2019 with my first purchase at 0.027 and further top ups all the way through, I believe Blis turned a corner a couple of years back and have a bright future. I discovered this forum about a year ago now and have enjoyed reading all comments, there are some very clever minds around here, some great banter too.
Found this yesterday
https://www.happi.com/contents/view_breaking-news/2020-09-29/burst-launches-oral-probiotics/
Another product using Blis K12 and M18

Welcome to posting APHi. Your initial buy-in level should serve you well. Thanks for posting..... interesting times ahead.

APH1
03-10-2020, 11:24 AM
Thanks Left field, yeah the initial buy in was good but I didn't buy enough at that point, topped up more around 0.044 and 0.059, looking forward to the half year results in November. Like you say it should be interesting times ahead.

fluziosaurus
03-10-2020, 04:56 PM
Thanks Left field, yeah the initial buy in was good but I didn't buy enough at that point, topped up more around 0.044 and 0.059, looking forward to the half year results in November. Like you say it should be interesting times ahead.

Welcome,


Would like to see the half yearly show increased or steady revenue i.e. continued demand across all countries.

Be nice to see online channels I.e. amazon increasing revenue.

Particularly interested in q3 which should show the revenue from the canada sell in.

Interesting times ahead, and cash flow is positive. Happy holder

APH1
03-10-2020, 07:48 PM
Hi Fluziosaurus
Yes hopefully we see a continuation of under promise over deliver. The more research I do the more I find competitors products using Blis ingredients like Burst oral probiotic released a few days ago, a competitor but a customer all the same as long as Blis are make good margins on these ingredients its not a problem. 5.2m half year revenue for 2019 anywhere north of 6m 2020 would be good but with pipeline stocking it could vary substantially. We should start to see how Ultrablis sales are tracking too

patrick
04-10-2020, 10:20 PM
Where is the “lucky lady” in the 300 sq m house? Hope all
is well.
.

fluziosaurus
06-10-2020, 10:16 PM
I seen an article in another thread on sharetrader regarding inflection points. Interesting and worth the read so I'll post it here because I feel like blis has reach just that, it's made a conversion from loss to profitable and is in the phase of growth or as the article says, "the conversation is flowing"

https://mattjoass.com/2018/11/10/inflection-point-investing/

APH1
07-10-2020, 08:24 PM
I seen an article in another thread on sharetrader regarding inflection points. Interesting and worth the read so I'll post it here because I feel like blis has reach just that, it's made a conversion from loss to profitable and is in the phase of growth or as the article says, "the conversation is flowing"

https://mattjoass.com/2018/11/10/inflection-point-investing/
An interesting read, great theory hard to execute however I am pretty new to this. Lots to learn. It is defiantly a good feeling when you purchase on the up as appose to a false bottom.

CCcc
08-10-2020, 10:37 PM
I saw heaps of people on the queue of buying at $0.081. Is there any good news come out? eg. half year financial report?

patrick
12-10-2020, 06:33 PM
Starting the crawl, perhaps?

APH1
12-10-2020, 07:35 PM
I saw heaps of people on the queue of buying at $0.081. Is there any good news come out? eg. half year financial report?
Half year results due mid November, last year they were out on the 19th November.

fluziosaurus
12-10-2020, 07:38 PM
Starting the crawl, perhaps?

5 weeks till the q3 results although last year they gave a market update with most of the details this coming Friday last year so who knows perhaps a few punters getting in. Possibly progress mentioned regarding the launch into Canada and (if any) China.

fluziosaurus
12-10-2020, 07:41 PM
Half year results due mid November, last year they were out on the 19th November.

Full results out 19th November 2020
Last year a performance update October 16th 2019 detailing the report coming a month after

APH1
12-10-2020, 07:42 PM
Starting the crawl, perhaps?
Yeah nice to finish the day with a different number for a change, its been 79-82 for a while now

LEMON
16-10-2020, 04:22 PM
Well Blis just lit up

winner69
16-10-2020, 04:23 PM
Well Blis just lit up

wonder whats up

jorge_telosa
16-10-2020, 04:32 PM
Unusual volume. Someone bought 1.8M volume around 3:30pm. What could be in store? Hopefully good update soon.

fluziosaurus
16-10-2020, 04:32 PM
wonder whats up

I imagine we will get the quarterly financial update a month early, similar to last year.

winner69
16-10-2020, 04:37 PM
I imagine we will get the quarterly financial update a month early, similar to last year.

Hope you mean timing similar ....and not reporting sales similar to last year

fluziosaurus
16-10-2020, 05:03 PM
Hope you mean timing similar ....and not reporting sales similar to last year

Similar timing, and I believe sales will increase. We possibly won't see the extent till quarter 4 but there's significant potential in the coming 15 months from Canada and Chinese markets

pierre
16-10-2020, 05:39 PM
Might be a Dunedin thing - PEB snuck up a couple of points at the close too. :)

Very good news to come from both companies over the next few months IMHO.

Combined BLT and PEB make up just over 30% of my portfolio - I'm expecting them to reach close to 40% over the next 6 months.

Snow Leopard
16-10-2020, 06:03 PM
Well Blis just lit up

and about time too :t_up:

Actually I would describe the last month as quietly positive share price wise, and would be more than happy for that trend to continue indefinitely. :cool:

APH1
18-10-2020, 01:25 PM
Nice surprise to come back to after being in a bad service area since Friday morning :t_up:

Lion_graf
31-10-2020, 06:24 AM
Default
https://themarketherald.com.au/rooli...er-2020-10-29/

RooLife Group (RLG) has achieved 62 per cent year-on-year growth in revenues for the September quarter
Revenues surged to $940,000 for the quarter, alongside total cash receipts of $828,000
The company also secured a record number of contract wins worth an anticipated $7.4 million, with three substantial new signings
In addition to the increased revenues recorded, RooLife added around $6.2 million to its coffers through a recent placement and entitlement offer
While the company only has six months of funding available at current spending levels, the enhanced revenue base will likely extend this going forward
RooLife Group is trading 3.23 per cent lower for 3 cents

The contracts are expected to deliver revenues right through into the 2023 financial year.

The company launched three new Tmall online stores in partnership with U.S. company Nuria Beauty, COLABDry Shampoo from the United Kingdom and New Zealand’s AFT Pharmaceuticals.

The Nuria Beauty and COLAB Dry Shampoo stores have gained traction with Chinese consumers, highlighted by impressive month-on-month sales growth since their launches.

October's launch of the Kiwi Health store and impending launches of Total Beauty Network’s INIKA cosmetics brand and BLIS Technologies’ key oral probiotics products are also expected to deliver growth through the December quarter.

Leftfield
31-10-2020, 08:58 AM
Thanks for posting Lion, I hold both AFT and BLT, so good news IMHO.

fluziosaurus
31-10-2020, 10:07 AM
Default
https://themarketherald.com.au/rooli...er-2020-10-29/

RooLife Group (RLG) has achieved 62 per cent year-on-year growth in revenues for the September quarter
Revenues surged to $940,000 for the quarter, alongside total cash receipts of $828,000
The company also secured a record number of contract wins worth an anticipated $7.4 million, with three substantial new signings
In addition to the increased revenues recorded, RooLife added around $6.2 million to its coffers through a recent placement and entitlement offer
While the company only has six months of funding available at current spending levels, the enhanced revenue base will likely extend this going forward
RooLife Group is trading 3.23 per cent lower for 3 cents

The contracts are expected to deliver revenues right through into the 2023 financial year.

The company launched three new Tmall online stores in partnership with U.S. company Nuria Beauty, COLABDry Shampoo from the United Kingdom and New Zealand’s AFT Pharmaceuticals.

The Nuria Beauty and COLAB Dry Shampoo stores have gained traction with Chinese consumers, highlighted by impressive month-on-month sales growth since their launches.

October's launch of the Kiwi Health store and impending launches of Total Beauty Network’s INIKA cosmetics brand and BLIS Technologies’ key oral probiotics products are also expected to deliver growth through the December quarter.

Sounds like the store has been launched. I wonder if we are able to find it..?

emearg
31-10-2020, 01:02 PM
Sounds like the store has been launched. I wonder if we are able to find it..?

Not yet based on their comment.


...impending launches of...BLIS Technologies’ key oral probiotics products are also expected to deliver growth through the December quarter.

fluziosaurus
31-10-2020, 01:33 PM
Not yet based on their comment.

I'm getting the impression it has launched from this that suggests up and running for next week at the latest. Could be cutting it close if its not ready yet. Article dated October 22nd saying store ready for nov 11th.

"The Kiwi Health store, launched in advance of and in preparation for Alibaba’s 11.11 Global Shopping Festival, markets and sells a range of health and well-being products online in China. The store aims to leverage the strong brand awareness of AFT’s product range under the “Kiwi’s thinking about health” branding and the regard for New Zealand products in China.

https://www.aftpharm.com/news/kiwi-health-flagship-store-launches-in-china-on-tmall-global/

fluziosaurus
31-10-2020, 02:01 PM
Might be getting that article mixed up. Might not relate directly to bliss

MarineSalvage
03-11-2020, 12:27 PM
No real news since August... last Oct/Nov there was a bit of early optimism in their announcement in Oct, none this year, am thinking of selling the rest of mine...

fluziosaurus
03-11-2020, 02:06 PM
No real news since August... last Oct/Nov there was a bit of early optimism in their announcement in Oct, none this year, am thinking of selling the rest of mine...


Last October was bit of a special case of 74 percent growth and worth the announcement. I've posted before that I believe the real growth will be in the feb announcement surrounding the Canada consumers and China's Digou channels.

emearg
03-11-2020, 02:29 PM
Might be getting that article mixed up. Might not relate directly to bliss

I reckon you're right.

I would expect RooLife are now doing work in the background, and charging accordingly. So if they are expecting revenue this quarter give it a few more months and we should see/hear something.

emearg
03-11-2020, 02:30 PM
No real news since August... last Oct/Nov there was a bit of early optimism in their announcement in Oct, none this year, am thinking of selling the rest of mine...

Out of interest what news would stop you from selling them?

MarineSalvage
03-11-2020, 02:51 PM
significant sales growth
Out of interest what news would stop you from selling them?

APH1
03-11-2020, 03:05 PM
I ordered 2 packs of Ultrablis yesterday just before 11am and just got home to my rural address in Taranaki and they have already been delivered.
Great service, I can only hope Blis products are moving around the rest of the world as easily.

fluziosaurus
04-11-2020, 08:53 AM
I ordered 2 packs of Ultrablis yesterday just before 11am and just got home to my rural address in Taranaki and they have already been delivered.
Great service, I can only hope Blis products are moving around the rest of the world as easily.

Been looking to grab a pack, quite liked the travel k12 ones. Initial thoughts on the ultra?

APH1
04-11-2020, 11:13 AM
Been looking to grab a pack, quite liked the travel k12 ones. Initial thoughts on the ultra?
Yeah I like the product, I have been using it for about a month now and will continuing to use it. I was using daily defense for the last couple of years, but thought might as well use a product that targets the gut as well but still has the benefits of the K12, I see there are plenty of good reviews on there website now.

emearg
10-11-2020, 06:15 PM
For Singles Day we are celebrating with *30% OFF our range of Probiotics for one day only!

Available only from 12.00am till 11.59pm on 11th November 2020 (NZ Time).

At checkout use the code "SinglesDay2020" on Blis.co.nz (https://blis.acemlna.com/lt.php?i=28A38A1A154)

*Offers not to be used in conjunction with subscription offers

Snow Leopard
10-11-2020, 08:18 PM
For Singles Day we are celebrating with *30% OFF our range of Probiotics for one day only!

Available only from 12.00am till 11.59pm on 11th November 2020 (NZ Time).

At checkout use the code "SinglesDay2020" on Blis.co.nz (https://blis.acemlna.com/lt.php?i=28A38A1A154)

*Offers not to be used in conjunction with subscription offers



If you want to give everybody a headache trying to read your post at least do it on the AFT thread:
https://www.pharmacydirect.co.nz/imager.php/product_thumb.jpg?width=250&height=250&quality=100&image=./images/P/Maxigesic-Double-Action-Pain-Relief-Tablets-10-2397269.jpg

emearg
10-11-2020, 08:36 PM
If you want to give everybody a headache trying to read your post at least do it on the AFT thread:
https://www.pharmacydirect.co.nz/imager.php/product_thumb.jpg?width=250&height=250&quality=100&image=./images/P/Maxigesic-Double-Action-Pain-Relief-Tablets-10-2397269.jpg

Yeah sorry about that...copy and paste from the email retained some html from the looks of it. That said, it wasn't green in the email. But you can be assured I didn't make it green. I would have picked fuchsia if I was trying to make folks vomit.

Dlownz
13-11-2020, 09:59 AM
I'm expecting a update next week on this. Now that they have turned the corner. No need for updates all the time.

LEMON
13-11-2020, 10:14 AM
Yeah, I was thinking the same all morning today. I hope to get some more shares before the upcoming announcement. I was reading something about probiotics the other day and Blis was mentioned in it along with big US labs. I will go see if I can find the article and share it.

LEMON
13-11-2020, 10:17 AM
https://www.globalanalyticsmarket.com/2020/11/05/big-trends-in-probiotic-strains-market-2020-covid-19-impact-share-trend-segmentation-and-forecast-to-2027-dupont-protexin-biogaia-morinaga-milk-industry-lallemand-cultech-cerbios-pharma/

LEMON
13-11-2020, 10:24 AM
I'm not keen on buying the report but I take away from that snippet that it's in demand more so in developing countries, with bigger companies advancing in research and technology they are driving up the interest for Probiotics and all-regions are benefiting. Blis did also just score China so could be something interesting in the future.

Chippie
13-11-2020, 11:24 AM
It is a good sign that a USA based company is including BLT as one of its 10 "Top key players" in its global probiotic market research report. In fact it could be better than good. I have requested the sample report and could purchase the full report if the price is okay

I have always wondered if BLT would just get bought out if they are proven to have a successful product. It is normally what happens to NZ companies that are any good.

Chippie
13-11-2020, 11:27 AM
after selling down and taking some profit at 9 cents earlier this year, I have purchased some more as I am expecting (or hoping?) good news on sales in the next up date

fluziosaurus
13-11-2020, 12:36 PM
after selling down and taking some profit at 9 cents earlier this year, I have purchased some more as I am expecting (or hoping?) good news on sales in the next up date

Agree and if a flat (single digit growth), the feb announcement encompassing the Canada sell in results would be great I think

APH1
13-11-2020, 12:47 PM
Agree and if a flat (single digit growth), the feb announcement encompassing the Canada sell in results would be great I think

The results have to be good don't they?? If not great. We are still in the middle of a global pandemic, if sales of immunity boosting products have not significantly increased something is fundamentally wrong. The only thing that may be holding up product is transport in and out of some areas.

Looking forward to next week.

fluziosaurus
13-11-2020, 09:52 PM
The results have to be good don't they?? If not great. We are still in the middle of a global pandemic, if sales of immunity boosting products have not significantly increased something is fundamentally wrong. The only thing that may be holding up product is transport in and out of some areas.

Looking forward to next week.

I think it was the agm they said they had transport issues in Europe they hoped to mitigate with the new supply in continent if I remember correctly, and the others were fine

APH1
14-11-2020, 09:28 AM
Yes I think you a right there was mention of transport issues, hard to know how big of an issue it has been.
The sp has been pretty stable since April it will be nice to see some upwards momentum.

LEMON
18-11-2020, 10:20 AM
https://prnewsleader.com/uncategorized/1964048/probiotic-strains-market-global-industry-size-growth-segments-revenue-manufacturers-forecast-research-report/

Another similar report with mention of Blis

LEMON
18-11-2020, 10:23 AM
https://www.google.com/amp/s/themarketherald.com.au/roolife-group-asxrlg-projects-20pc-quarterly-revenue-growth-2020-11-17/amp/

Mention of Blis again

"RooLife is expecting to build on this growth in coming months with the launches of two new online stores: BLIS Technologies (NZX:BLT), the developer of the world’s first advanced oral probiotics and the highly successful cosmetic brand"

pierre
18-11-2020, 12:18 PM
https://www.google.com/amp/s/themarketherald.com.au/roolife-group-asxrlg-projects-20pc-quarterly-revenue-growth-2020-11-17/amp/

Mention of Blis again

"RooLife is expecting to build on this growth in coming months with the launches of two new online stores: BLIS Technologies (NZX:BLT), the developer of the world’s first advanced oral probiotics and the highly successful cosmetic brand"

Seems a bit optimistic to me - I'm pretty sure BLT's cosmetic brand has not been released yet. I'm hoping it will be highly successful, but I don't think it's accurate to be making such a claim until there are some runs on the board.

MarineSalvage
18-11-2020, 01:52 PM
I think its just a poorly written report - maybe they are bad at punctuation and meant Inka's brand... or its a factually deficient piece of corporate bull____ there is no Blis cosmetic brand yet, successful or otherwise
Seems a bit optimistic to me - I'm pretty sure BLT's cosmetic brand has not been released yet. I'm hoping it will be highly successful, but I don't think it's accurate to be making such a claim until there are some runs on the board.

APH1
18-11-2020, 02:23 PM
Seems a bit optimistic to me - I'm pretty sure BLT's cosmetic brand has not been released yet. I'm hoping it will be highly successful, but I don't think it's accurate to be making such a claim until there are some runs on the board.

Do you think we will see Q24 go to market this financial year Pierre?
The last report said it was in the late stages of commercialization and if I remember rightly you spoke with Brian after the ASM.

emearg
18-11-2020, 02:31 PM
Seems a bit optimistic to me - I'm pretty sure BLT's cosmetic brand has not been released yet. I'm hoping it will be highly successful, but I don't think it's accurate to be making such a claim until there are some runs on the board.

Yeah very badly written. I had to read it twice to confirm they were talking about two online stores...one for Blis and another for a non specified company that has a successful cosmetic.

pierre
18-11-2020, 02:54 PM
Do you think we will see Q24 go to market this financial year Pierre?
The last report said it was in the late stages of commercialization and if I remember rightly you spoke with Brian after the ASM.

Hi APH. They did talk (obliquely) at the ASM about the development and branding work underway for the cosmetic range but no hint was given about launch dates at the meeting - or afterwards.

I think their current focus will be on the roll out of Blis products into the Canadian market and we should expect an update when the success of that programme is known. I doubt we will see much action on the BLT cosmetic scene before the end of March - but stranger things have happened.

I'm just wondering how they will be able to promote effectively against the spend of the huge international players. Wind emissions and thunder come to mind.

APH1
18-11-2020, 03:17 PM
Hi APH. They did talk (obliquely) at the ASM about the development and branding work underway for the cosmetic range but no hint was given about launch dates at the meeting - or afterwards.

I think their current focus will be on the roll out of Blis products into the Canadian market and we should expect an update when the success of that programme is known. I doubt we will see much action on the BLT cosmetic scene before the end of March - but stranger things have happened.

I'm just wondering how they will be able to promote effectively against the spend of the huge international players. Wind emissions and thunder come to mind.

Could become a target to be brought out by one of the big players perhaps.
I find the skin cream side of the business will be an exciting addition as it is different. A lot of Blis products replace one another for example I was taking Daily defence everyday now I take Ultrablis so unless the profit margin is more for Ultrablis it is net net neutral. Although I think Ultrablis will be a better seller with the combination of gut strains.

APH1
18-11-2020, 03:31 PM
I'm just wondering how they will be able to promote effectively against the spend of the huge international players. Wind emissions and thunder come to mind.[/QUOTE]

From the Q and A after the meeting they said they were open to the idea of promotion through social media, you tube etc. not sure the costs involved, I guess the cost can vary a lot depending on who is promoting it.

LEMON
19-11-2020, 07:03 AM
The post about cosmetic care i must admit it did seem rather odd when mentioned "highly successful cosmetic brand" i just assumed it was a mistake and they were meaning with the oral probiotics etc is classed under cosmetic! Now after looking for more info this morning i see the other post with a link about the report that was similar to the other recent post from PR news leader has been getting regurgitated again and again with newer sites or different posting times.

My bad guys.

Can't promise i won't share other post that could be corporate bull. I still find it interesting to see whats recent news we have on Blis whether it be true or false it gets the brain thinking of a rather quiet but optimistic stock here on ST

nevchev
19-11-2020, 08:42 AM
https://www.nzx.com/announcements/363477#.
Not sure what to make of this.USA looking good but not so hot everywhere else.% seem big but in monetary terms its sweet FA.

calledone
19-11-2020, 08:47 AM
Good result i’d say with all the logistical issues this year. But I think the future outlook looks even better.

winner69
19-11-2020, 08:53 AM
This bit makes no sense -


BLIS® branded finished goods
Revenue breakdown:
Ingredients +28% to $4.6m
Finished goods -31% to $1.1m
Growing the sales of branded finished goods is a strategic priority for Blis

Finished goods a strategic priority.....but sales down 31% to corner diary proportions

That seems to be a disaster of a result.

calledone
19-11-2020, 09:01 AM
This bit makes no sense -


BLIS® branded finished goods
Revenue breakdown:
Ingredients +28% to $4.6m
Finished goods -31% to $1.1m
Growing the sales of branded finished goods is a strategic priority for Blis

Finished goods a strategic priority.....but sales down 31% to corner diary proportions

That seems to be a disaster of a result.

It makes sense, because of restricted retail sales through pharmacy and logistic issues. Thats the covid impact. But they have definitely gained in the online sales and most likely found many more new customers through online platform.

nevchev
19-11-2020, 09:16 AM
Good result i’d say with all the logistical issues this year. But I think the future outlook looks even better.
Because?Not that anyone can say for sure the covid issue is going to come to a close in 12 months or so the future you mention may yet be some ways off.USA(online Amazon) looking steady but not it aint that much cash!Lots of hold ups but to be expected.Will ponder this announcement for the whole day.Not cut and dry,thats for sure

MarineSalvage
19-11-2020, 09:22 AM
Pharmacies were one of the only retail channels consistently open... and sales have dropped out the bottom...

calledone
19-11-2020, 09:25 AM
Pharmacies were one of the only retail channels consistently open... and sales have dropped out the bottom...

But with very little foot traffic because of covid, pharmacies being open does not matter much.

Mel
19-11-2020, 09:29 AM
Pharmacies were one of the only retail channels consistently open... and sales have dropped out the bottom...
To be fair, if I'm representative of consumer behaviour, I wasn't going to a pharmacy during COVID lockdown (except if I needed pharmacy-only product) and I would have ordered online - and this pattern of online buying behaviour may have been embedded for a good proportion of purchasers.

LEMON
19-11-2020, 09:36 AM
To be fair, if I'm representative of consumer behaviour, I wasn't going to a pharmacy during COVID lockdown (except if I needed pharmacy-only product) and I would have ordered online - and this pattern of online buying behaviour may have been embedded for a good proportion of purchasers.

Thats right, you need to consider foot traffic, queues during covid. I certainly didn't visit any pharmacy. Easier to pop in to a pharmacy as your passing to other places.

calledone
19-11-2020, 09:37 AM
Because?Not that anyone can say for sure the covid issue is going to come to a close in 12 months or so the future you mention may yet be some ways off.USA(online Amazon) looking steady but not it aint that much cash!Lots of hold ups but to be expected.Will ponder this announcement for the whole day.Not cut and dry,thats for sure

1. Ultrablis will be launched on amazon and alibaba in the next 6 months.
2. Canada launch is finalised and happening this quarter. (Delayed from last quarter )
3. Very likely launch of their skincare product depending on covid recovery. Apparently they are in the detailed planning stage for launch.
4. With covid recovery most likely in the coming year, their retail sales channel would likely recover substantially.

winner69
19-11-2020, 09:41 AM
Headline said Strong HY21 performance despite challenging mkt conditions

Suppose it was a strong performance .... but rather subjective description

@strong' enough for me to keep my (speculative) holding - still thinking about that

zs_cecil
19-11-2020, 10:02 AM
Its EPS has improved ( 40%+). I think this is a good sign, isn't it?

Sideshow Bob
19-11-2020, 10:36 AM
Its EPS has improved ( 40%+). I think this is a good sign, isn't it?

Revenue only up 11% so have made a better margin.

Expect the devil to be in the detail.

Little underwhelmed on first glance, and down a little on opening. Still sitting on the sidelines.

pierre
19-11-2020, 11:27 AM
Revenue only up 11% so have made a better margin.

Expect the devil to be in the detail.

Little underwhelmed on first glance, and down a little on opening. Still sitting on the sidelines.

Patience is required with BLT - I am well aware of this having been a shareholder since 2005. The business continues to grow but experience has shown that anyone expecting great leaps forward inevitably will be disappointed.

While COVID has had both positive and negative impacts it's hard to determine the net effect from what we have been told. However, online sales seems to be the way of the future for many companies so I think it's reasonable to assume this channel will continue to work for BLT too.

The Canadian launch has clearly been impacted by Covid but looks to be on track now so we should expect some impact in the second half revenue results. Cosmetics is a new market segment but probably an FY22 story.

I'm picking a 20% increase in the sales line at year end but BLT will continue to invest in product development and marketing so increased bottom line results will be some way off.

I have a substantial holding in BLT that owes me less than 2c per share and will continue to hang in waiting for the big day they reach my wife's (irrationally optimistic) target of $1.00. I think a share consolidation at some point will be the only way the SP will ever get to that level. :)

APH1
19-11-2020, 11:41 AM
1. Ultrablis will be launched on amazon and alibaba in the next 6 months.
2. Canada launch is finalised and happening this quarter. (Delayed from last quarter )
3. Very likely launch of their skincare product depending on covid recovery. Apparently they are in the detailed planning stage for launch.
4. With covid recovery most likely in the coming year, their retail sales channel would likely recover substantially.

I agree Calledone if they can execute your list above it will be an exciting future from here. It is a shame covid cause as much impact as it has. This one is going to require a few more patients.
Looks like a lot of people were keen to take some profit this morning

I will be holding mine.

winner69
19-11-2020, 12:00 PM
Did they mention the Highlanders in the Interim

Or have the Highlanders found Blis stuff no good for hangovers

Dlownz
19-11-2020, 04:05 PM
Another good result from a nzx company and another drop. Life can be confusing sometimes.

Sideshow Bob
19-11-2020, 04:34 PM
Another good result from a nzx company and another drop. Life can be confusing sometimes.

Price is up 101.23% for the last year. Maybe the market was expecting more??

Dlownz
19-11-2020, 05:09 PM
AFT kinda had the same feel about it today
Maybe your right and expectations were more.

emearg
19-11-2020, 08:31 PM
Did they mention the Highlanders in the Interim

Or have the Highlanders found Blis stuff no good for hangovers

Yeah on page 19 of the report. Quite a good write up.

Nigel
19-11-2020, 08:34 PM
What's the PE ratio now?

emearg
19-11-2020, 08:43 PM
Personally I was hoping revenue would be 6 million plus. That would have been a great result considering how significantly the last half was boosted by the Australian order. It came pretty close. Fantastic to see profit increasing. And greater cash inflows. They are running the ship tightly enough it won't go under...that is something to appreciate in 2020 in my opinion.

It's interesting to see they are making good progress with the skincare product. They mention it will be their first skincare product. First not new. That suggests there will be more than one. That makes sense to me given how wide the patents are. And they also talk about skincare and personal care in this report. So will the first skincare product it be a topical cream of some sort? For acne or some other skin affliction perhaps? The patents cover these possibilities. Can we expect a deodorant product at some stage?

Personally I wouldn't consider selling until I know what the new product actually is. It might have much wider appeal than K12 and M18 and could really accelerate revenue and hopefully profit growth for Blis.

emearg
19-11-2020, 08:45 PM
1. Ultrablis will be launched on amazon and alibaba in the next 6 months.
2. Canada launch is finalised and happening this quarter. (Delayed from last quarter )
3. Very likely launch of their skincare product depending on covid recovery. Apparently they are in the detailed planning stage for launch.
4. With covid recovery most likely in the coming year, their retail sales channel would likely recover substantially.

Ultrablis: https://www.amazon.com/dp/B08FR51T5C/ref=emc_b_5_i

Snow Leopard
20-11-2020, 01:49 AM
I have to confess to selling 27% of my BLIS shares today.

I acheived a good rate of return on them, and I will miss them a little.

But needs must and the tuna cellar needed restocking.

Just need the remaining BLIS shares to appreciate in value as quickly as a tin of 2019 South China Sea Bonito.

Chippie
22-11-2020, 09:28 AM
Ultrablis: https://www.amazon.com/dp/B08FR51T5C/ref=emc_b_5_i

I see Ultrblis is currently unavailable on amazon. Assume it is out of stock which could be a good sign, but hope this is not for an extended period.

Sounds like logistics globally continues to be an issue. Talking to a guys at Golf Wharehouse, they said that they just cannot get enough stock at the moment.

artemis
22-11-2020, 09:36 AM
Yesterday I popped in to Chemist Warehouse to buy some Tooth Guard. Found they don't stock it but the pharmacist said the BLIS products they do stock are very popular HoneyBlis, Throat Guard, Daily Defence. I suggested the pharmacist send a note to head office suggesting they add Tooth Guard and also UltraBlis to their inventory..

pierre
22-11-2020, 12:48 PM
I buy my Toothguard online from Pharmacy Direct at $16.95 a pack compared with BLT retail of $24.95.

emearg
22-11-2020, 07:11 PM
I see Ultrblis is currently unavailable on amazon. Assume it is out of stock which could be a good sign, but hope this is not for an extended period.

Sounds like logistics globally continues to be an issue. Talking to a guys at Golf Wharehouse, they said that they just cannot get enough stock at the moment.

Nah that is just Amazon providing a crap experience. What it actually means is your delivery address is non USA. They show undeliverable rather than out of zone or what have you. Put in a USA postcode, 75225 for example and the experience changes.

emearg
22-11-2020, 07:12 PM
I buy my Toothguard online from Pharmacy Direct at $16.95 a pack compared with BLT retail of $24.95.

If you are on the their email list discounts come through quite frequently. Between 10% and 13% off everything storewide.

winner69
22-12-2020, 12:25 PM
As is usual these days the ‘target growth rate’ is not disclosed

Anyway exec interests aligned with shareholders interests ....yeah right

pierre
23-01-2021, 10:12 AM
This thread has been quiet for the past couple of months but hopefully the BLT team has been exceptionally busy beavering away manufacturing and distributing into the Canadian market. With a population ~38 million the Canadian launch sell-in has at least an opportunity to be 50% greater than the move into Oz a few years back.

Along with all their other markets, I hope the CBEC activity into China is also making progress.

Last year the company issued a third quarter update on February 4. Only a couple of weeks to wait for this year's news.

The continuing Covid issues will have both positive and negative influences on performance, but overall I'm picking the news to be very good. As a consequence we will likely see another spike in the SP.

Discl: Happy long-term holder.

pauljc
23-01-2021, 10:17 AM
Agree. SP has been oscillating lately. It would be great to see another spike upwards. The products are great; margins seem adequate, so roll on profit increase announcement.

Lion_graf
23-01-2021, 11:23 AM
https://simplywall.st/stocks/nz/pharmaceuticals-biotech/nzx-blt/blis-technologies-shares/news/blis-technologies-limited-nzseblt-stock-has-shown-weakness-l

artemis
23-01-2021, 11:27 AM
https://simplywall.st/stocks/nz/pharmaceuticals-biotech/nzx-blt/blis-technologies-shares/news/blis-technologies-limited-nzseblt-stock-has-shown-weakness-l

That will get attention as a takeover target.

Louloubell
25-01-2021, 08:23 AM
Yep, I agree: waiting for an update to push the SP up to the next level. A takeover is wishful thinking. A 5 or 10 to 1 share consolidation might also be a positive.

I have decided to hold until there is news from the expansion into Canada.

winner69
25-01-2021, 08:42 AM
Yep, I agree: waiting for an update to push the SP up to the next level. A takeover is wishful thinking. A 5 or 10 to 1 share consolidation might also be a positive.

I have decided to hold until there is news from the expansion into Canada.

Been a bit slack of late haven’t they ....they’ve got to learn to put out more good stories, even if they are just a regurgitation of previous ones ...but as long as they paint a picture of growth growth growth and profit

Even old stalwarts like the banned Pierre appears to be getting frustrated with them

How about this for an announcement “Over 1200 doors opened for Blis in Canada, and the focus now moves to increasing sales and depth of consumer penetration”

Sideshow Bob
25-01-2021, 08:44 AM
Their equity is only $6.1m because of $31.3m of accumulated losses.....

Leftfield
27-01-2021, 08:36 AM
Progress in China. See it here. (https://www.nzx.com/announcements/366735)

"Blis Technologies (NZX:BLT) along with their E-commerce and digital agency RooLife (ASX:RLG) have officially launched the BLIS PROBIOTICS™ product range in China on Alibaba’s Tmall Global marketplace"

Lion_graf
27-01-2021, 09:01 AM
Progress in China.

See it here. (https://www.nzx.com/announcements/366735)

"Blis Technologies (NZX:BLT) along with their E-commerce and digital agency RooLife (ASX:RLG) have officially launched the BLIS PROBIOTICS™ product range in China on Alibaba’s Tmall Global marketplace"

To be fair I'd like to see a little more progress... this is old news about what they had planned which they have finally achieved. We already knew they were setting up with roolife to enter China via those channels. Maybe I'm impatient but I'd like to see more from Blis.

winner69
27-01-2021, 09:04 AM
Been a bit slack of late haven’t they ....they’ve got to learn to put out more good stories, even if they are just a regurgitation of previous ones ...but as long as they paint a picture of growth growth growth and profit

Even old stalwarts like the banned Pierre appears to be getting frustrated with them

How about this for an announcement “Over 1200 doors opened for Blis in Canada, and the focus now moves to increasing sales and depth of consumer penetration”


Must have listened to me and made up a good story ....even if a repeat of old news

All positive, lots of buzz words and the killer is referring to Alibaba ...that’s worth a few bonus points

Well done Blis ..keep at it ....good stories are good

winner69
27-01-2021, 02:52 PM
They need to spin better yarns than today's effort

emearg
27-01-2021, 07:04 PM
To be fair I'd like to see a little more progress... this is old news about what they had planned which they have finally achieved. We already knew they were setting up with roolife to enter China via those channels. Maybe I'm impatient but I'd like to see more from Blis.

Old news? Well yes they announced they intended to do it, but they have confirmed it has happened. That is significant. Their last attempt to get into China was with Sinopharm. They announced it, mentioned it a few times and then nothing for years. I asked about it at last years AGM and it has died. So don't write off this messaging quite so easily I reckon.

When you say finally I think differently. They said last year it would be in the fourth quarter. They are less than one month into the fourth quarter. To me that is excellent because normally deadlines are pretty soft...much like a a overly hydrated lozenge.

When Blis does what they say they intend to do, and in a timely manner I'm pretty impressed. Shocked even.

Maybe I just have low expectations? Being a shareholder for 15 years can do that to a person I guess. Inflation/cost of holding over 15 years? Good thing my entry price is rather low :)

I checked tmall a week or two ago. Nothing. Same bookmark today shows their shoppie thing. Looks like they have done quite a few sales already. Gonna be interesting to watch the numbers. I gather tmall is quite a big deal and there are quite a few people in China. Gonna be interesting for sure.

hling
31-01-2021, 10:23 PM
https://detail.tmall.hk/hk/item.htm?spm=a220m.1000858.0.0.432779e1WwD09R&id=634345246738&skuId=4537679936989&is_b=1&cat_id=2&q=blis
https://detail.tmall.hk/hk/item.htm?spm=a220m.1000858.0.0.432779e1WwD09R&id=636727932300&is_b=1&cat_id=2&q=blis

Watchful
03-02-2021, 01:12 PM
Expecting a quarterly update very soon, possibly this week or next.

Canada roll-out should be well underway, enough to give us some numbers at least.
Too soon for anything from China.

Gradual roll-out of Ultrablis over past 12 months now, should be showing a nice contribution I would hope.

I asked for Blis probiotics at local pharmacy the other week, they went straight for the Ultrablis stored behind the counter.

Impressions are that it’s a solid, mature product and presentation. Attractive and well-designed packaging etc. Easy to use. (Downside of the fresh breath kit for many people I suspect, too many steps. People want a one-step solution)

Discl: Only holding a tiny amount, more for curiosity than anything, but do see some potential.

porkandpuha
03-02-2021, 01:28 PM
Gradual roll-out of Ultrablis over past 12 months now, should be showing a nice contribution I would hope.

I asked for Blis probiotics at local pharmacy the other week, they went straight for the Ultrablis stored behind the counter.

Impressions are that it’s a solid, mature product and presentation. Attractive and well-designed packaging etc. Easy to use. (Downside of the fresh breath kit for many people I suspect, too many steps. People want a one-step solution)

Discl: Only holding a tiny amount, more for curiosity than anything, but do see some potential.

I found it took quite a while for Ultrablis to be made available in any chemist after its release. I ended up buying straight from the Blis website. Is it quite commonly available now?

Sideshow Bob
11-02-2021, 08:33 AM
Underwhelming....

Business performance and year end guidance update - NZX, New Zealand’s Exchange (https://www.nzx.com/announcements/367375)

MKTUPDTE11 February 2021
Business performance and year end guidance update

Blis Technologies Limited’s (BLT:NZX) programme of investment in new markets and product pipeline initiatives is the cornerstone growth driver for the business’ future success. Third quarter activity supporting this strategy has seen several key projects reach finalisation with business partners, leading to the announcement of product roll out programmes.

“Last month we launched the BLIS PROBIOTICS™ store on Alibaba’s Tmall Global marketplace tmall.com . As China’s largest cross-border marketplace, Tmall Global is the premier channel through which overseas brands and retailers can directly reach Chinese consumers, build brand awareness and gain valuable consumer insights. The store is the ideal market entry for introducing BLIS PROBIOTICS™ to the Chinese market” said Blis Chief Executive, Brian Watson.

“Along with this we’ve received Health Canada approvals for our full product range. These approvals were delayed due to COVID-19 but will enable Blis to launch the range in Canada in the 4th quarter of this financial year”.

Both of these significant market developments occurred late in this financial year so will have limited impact on the FY21 financial results but they are both expected to be important contributors to sales in future years.

“Our new product development pipeline offers several exciting new probiotic based product lines. We are in the late stages of launch planning for our skincare range with the first release to market expected early in the new financial year. The product a “Live probiotic hydration serum” powered by our unique patented strain BLIS Q24, will target the lucrative cosmetic market and has gone through extensive market research in the US and New Zealand, receiving very favourable customer feedback in both markets”.

The product will initially be launched in NZ direct to consumers supported by a high profile multichannel campaign. Over time we intend to expand launch activity to the US and our China Tmall global site. Skincare is seen as having the potential to be a significant future revenue driver for Blis and we will look to bring to market other unique products to expand our presence in this thriving category.

Year to date performance

Trading revenue for the 9 months ending 31 December 2020 increased 10% to $8.2m, compared with the previous year. EBITDA increased 12% to $1.5m.

See Table in attachment
The third quarter of the 2021 financial year saw ongoing strong sales in the US market for both our ingredient sales and our own BLIS branded finished products sold on Amazon.

Along with this we have continued to see signs of a recovery in our European business that was affected by lockdowns through the middle of the year. Offsetting improved sales performance for the quarter, increased costs associated with initiatives to support future growth contributed to EBITDA decreasing to $0.2m from $0.3m in the third quarter of the 2020 financial year.

The 4th quarter
In the 4th quarter of FY20, we experienced a sharp uplift in demand related to the COVID-19 outbreak. In general, our customer base brought forward ordering through our distributors and direct through our online sales presence. This reflected both panic buying but also a sustained increased interest in immunity solutions.

In contrast this year we are expecting a more settled 4th quarter for FY21. We are seeing our customers become conservative in their ordering and, despite ongoing uncertainty around the world, there is an expectation that the supply chain provides flexibility to respond to just in time orders. Equally we have seen delays in anticipated orders as our customers look to de-risk by managing stock holdings.

Operating costs for 4th quarter of FY21 are forecast to increase relative to the preceding quarter with further investment to support pending product and market launches, as well as increased supply chain and sales costs associated with the new market activity.

Outlook for FY21

Based on latest sales forecasts and planned market and product investment activity for the final quarter, guidance for the 2021 financial year is for revenue similar to FY20 or at the low end of single digit growth. EBITDA is expected to be in the range of $1.0 - $1.3m.

This compares with previous guidance for FY21 of an EBITDA similar to the $2.1m earned in FY20.
The expectations for stable FY21 sales revenue is against the backdrop of FY20 revenues which saw a 29% increase in sales over the FY19 financial year, with FY20 fourth quarter sales of $3.1m.

Blis has previously signalled it has a strategy of investing for growth. Delivery on this strategy is expected to lead to a reduction in EBITDA for FY21 due to increased costs associated with building Blis’ capacity for future commercialisation opportunities, including the launch of the skincare range. The Board and management continue to closely monitor trading conditions while balancing longer term challenges and opportunities. The steadfast focus on the delivery of value enhancing growth is unchanged.

Ends
For further information, please contact:
Brian Watson
CEO
+64 27 705 9133
About Blis Technologies Ltd
Delivering proven health benefits through evidence-based, advanced probiotics
Blis Technologies is an NZX-listed manufacturer of advanced probiotic strains that go beyond the gut. Combining innovation with evidence-based research and the highest quality production controls enables the delivery of probiotic solutions for specific health targets including throat health, halitosis (bad breath), immune support and teeth and gum health. BLIS® products are sold throughout New Zealand and in Australia, Asia, Europe and the USA. Products can be bought online at blis.co.nz, by searching for Blis probiotics at amazon.com and blis.tmall.hk
More information about Blis Technologies Ltd can be found at www.blis.co.nz (http://www.blis.co.nz).

Dlownz
11-02-2021, 08:36 AM
Nope. Not much in this one. They may be investing in growth but this will be a slide back to the 6 cent mark

winner69
11-02-2021, 08:42 AM
Is a profit downgrade ...not good

All those words raving about this and about that and using many buzz words giving the warm fuzzies this GROWTH has gone nowhere in the last year and made less

Maybe like the Warriors ...F21 WILL BE OUR YEAR

percy
11-02-2021, 08:45 AM
Is a profit downgrade ...not god

All those words raving about this and about that and using many buzz words giving the warm fuzzies this GROWTH has gone nowhere in the last year and made less

Maybe like the Warriors ...F21 WILL BE OUR YEAR

After all said and done, there has been more said than done...

winner69
11-02-2021, 08:54 AM
So Q4 sales going to be 20% plus less than last year

And a negative profit for the quarter (negative profit avoids using the LOSS word)

Suppose many will keep the faith in this company that’s managed to get annual sales up to $10m ..,after how many years?

winner69
11-02-2021, 09:04 AM
and its incredible that Blis has a market cap of $88m

Might suggest to the local dairy owner (has 3 in total) to do an IPO - his turnover possibly about the same as Blis

Mind you every time he puts money in the till he rings the sale up as 1 cent - I asked him why once and he said its only to count the number of customers I had today and lamented that eftpos use limits the amount he can put in his back pocket

forest
11-02-2021, 09:25 AM
and its incredible that Blis has a market cap of $88m

Might suggest to the local dairy owner (has 3 in total) to do an IPO - his turnover possibly about the same as Blis

Mind you every time he puts money in the till he rings the sale up as 1 cent - I asked him why once and he said its only to count the number of customers I had today and lamented that eftpos use limits the amount he can put in his back pocket


Maybe it is incredible the market cap of $88m, however it is supported by some incredible positive financial ratios.

Look at the return on Equity, Assets and Funds Employed all above 20%.
It is a small company with enormous potential. The potential is there because this company is only being managed properly in recent times.
And the proof of the improved management style is in realising the upwards trend of the above mentioned ratios.

winner69
11-02-2021, 09:34 AM
Maybe it is incredible the market cap of $88m, however it is supported by some incredible positive financial ratios.

Look at the return on Equity, Assets and Funds Employed all above 20%.
It is a small company with enormous potential. The potential is there because this company is only being managed properly in recent times.
And the proof of the improved management style is in realising the upwards trend of the above mentioned ratios.

Yes indeed it has a high ROE ....mainly because there’s only $6m of the $37m they’ve raised from shareholders left.

Enormous potential ...maybe you are right.

Ricky-bobby
11-02-2021, 09:38 AM
I thought the current environment would be perfect for blis! underwhelming.

forest
11-02-2021, 09:49 AM
Yes indeed it has a high ROE ....mainly because there’s only $6m of the $37m they’ve raised from shareholders left.

Enormous potential ...maybe you are right.

You are right that a lot of value has been lost by BLT but you will also realise that value destruction stopped in 2018.
Equity Mar 2018 was $3m, two and a half years later it has doubled to $6m.
I see this as a positive 100% equity growth in less than 3 years.

Rawz
11-02-2021, 10:26 AM
These penny stocks need to grow. Revenue on par with last year. Not good.

Was reading the part about alibaba tmail and hoping to see some positive commentary about the launch. But nothing, the launch numbers can't have been that great.

Down 7.5% this morning. I suspect it will slide further.

LEMON
11-02-2021, 10:28 AM
Disappointing, still a lot of positivity to take about the future. Its been a hard few months and I'm sure we will see with all the future plans something will come of it all.
I will hold and top up at lower prices.

whatsup
11-02-2021, 10:32 AM
S P getting slaughtered today back to Mar 2020 levels !

Ltw
11-02-2021, 11:01 AM
So disappointing they had everything going for them. I'm picking it will be a couple of years before we see some real results of growth from these guys.

nevchev
11-02-2021, 11:23 AM
Bummer!Not a good result.I guess if you have the patience,they may come good in a few years but its not worth having wealth tied up here any longer.Good luck to those who hang in there!Beware the cat bounce and the pump and dump

winner69
11-02-2021, 11:30 AM
S P getting slaughtered today back to Mar 2020 levels !


Maybe 2019 prices

Louloubell
11-02-2021, 01:25 PM
Bummer!Not a good result.I guess if you have the patience,they may come good in a few years but its not worth having wealth tied up here any longer.Good luck to those who hang in there!Beware the cat bounce and the pump and dump

Disappointed and am a gone burger.
Best of luck to those more patient lol

HCR20
11-02-2021, 06:50 PM
Sold out of this a few weeks ago. It's a crap product. For the company to succeed it will rely on heavy marketing spend in order to sell (think herbal pills that get hocked on breakfast radio). They will need to continually find new. customers to sell to.

This is a marketing play. Kinda like A2M.

Brain
11-02-2021, 09:07 PM
Sold out of this a few weeks ago. It's a crap product. For the company to succeed it will rely on heavy marketing spend in order to sell (think herbal pills that get hocked on breakfast radio). They will need to continually find new. customers to sell to.

This is a marketing play. Kinda like A2M.

I think it is a good product from my experience and I will continue to use it from time to time. Yes marketing is very important and this company’s success will be determined by that. I sold half of my shareholding today for a tidy profit. They need to pull a rabbit out of the hat to justify the current share price.

sb9
12-02-2021, 09:08 AM
Not a great update unfortunately, might this head back into 5c range...glad to have got out at 8.4c last year after rather insipid ASM update on back of COVID tailwinds..

justakiwi
12-02-2021, 09:22 AM
To be honest, I am starting to wonder about this company, and their products. I was buying UltraBlis for a while and felt it was maybe helping with a chronic cough I had. But I won a Facebook competition last year - a pack of all their products. I have been trying them out since then, and I can’t say I have noticed any benefits of any of them, other than the HoneyBlis throat lozenges, which did seem to at the very least, soothe a sore throat.

it seems to me that all of their products are pretty much the same ingredients. Yes, the products contain different amounts of the probiotics, but other than that, I see bugger all difference. It feels a bit like buying shampoo - you look at the ingredients for shampoos for oily, dry, damaged hair - and there is very little obvious difference. Not convinced about the shampoos and feeling less convinced about BliS. Having said that, my holding is minuscule so I will sit on them, but no longer expecting anything much from this company.

fluziosaurus
12-02-2021, 10:22 AM
To be honest, I am starting to wonder about this company, and their products. I was buying UltraBlis for a while and felt it was maybe helping with a chronic cough I had. But I won a Facebook competition last year - a pack of all their products. I have been trying them out since then, and I can’t say I have noticed any benefits of any of them, other than the HoneyBlis throat lozenges, which did seem to at the very least, soothe a sore throat.

it seems to me that all of their products are pretty much the same ingredients. Yes, the products contain different amounts of the probiotics, but other than that, I see bugger all difference. It feels a bit like buying shampoo - you look at the ingredients for shampoos for oily, dry, damaged hair - and there is very little obvious difference. Not convinced about the shampoos and feeling less convinced about BliS. Having said that, my holding is minuscule so I will sit on them, but no longer expecting anything much from this company.

I tried their k12 lozenge for a couple weeks on and off and there is a noticeable difference in the 'feel' to the mouth. That being said I am dubious to what ultra bliss does with the other added strain that a lot of other products claim to also do i.e. mouth health is the point of difference and works well.

Who knows, perhaps the skin care will be a major point of difference and sell like hot cakes in the coming years after release.

Sideshow Bob
12-02-2021, 01:21 PM
I use the tooth guard, as a problem with my gums. Relatively low cost, and gums shown an improvement. Hygienist happy and last dentist visit would have not even warmed the vinyl chair.

Like vitamins or the like - if you think it works, then it works......;)

winner69
12-02-2021, 04:43 PM
Pretty savage action on bourse for BLT today

patrick
16-02-2021, 08:30 PM
When will Shareholders get our free 375g container of the face cream?

justakiwi
17-02-2021, 01:14 PM
Don’t have access to market depth but looks like nobody is buying today.

porkandpuha
17-02-2021, 01:21 PM
Don’t have access to market depth but looks like nobody is buying today.




Buyers
Buy Quantity
Prices


4
92,555
$0.066


26
528,576
$0.065


12
75,057
$0.064


9
258,943
$0.063


15
986,199
$0.062


9
372,775
$0.061


25
629,299
$0.060


3
20,423
$0.059


3
185,858
$0.058


1
175,000
$0.056


107
3,324,685






Prices
Sell Quantity
Sellers


$0.067
140,389
3


$0.068
489,363
5


$0.069
273,739
4


$0.070
253,236
13


$0.071
272,830
4


$0.072
200,000
1


$0.073
45,092
2


$0.074
21,948
1


$0.075
478,992
4


$0.076
254,908
2



2,430,497
39

justakiwi
17-02-2021, 01:22 PM
Thank you! I will be patient ;)





Buyers
Buy Quantity
Prices


4
92,555
$0.066


26
528,576
$0.065


12
75,057
$0.064


9
258,943
$0.063


15
986,199
$0.062


9
372,775
$0.061


25
629,299
$0.060


3
20,423
$0.059


3
185,858
$0.058


1
175,000
$0.056


107
3,324,685






Prices
Sell Quantity
Sellers


$0.067
140,389
3


$0.068
489,363
5


$0.069
273,739
4


$0.070
253,236
13


$0.071
272,830
4


$0.072
200,000
1


$0.073
45,092
2


$0.074
21,948
1


$0.075
478,992
4


$0.076
254,908
2



2,430,497
39

Lion_graf
26-02-2021, 08:53 AM
https://smallcaps.com.au/roolife-half-yearly-results-strategy-primary-chinese-online-market/

shwatch
08-03-2021, 04:19 PM
Looks like its in freefall again. Down by another 5% today. Nearly 30% down over the past 30 days. Back to its price 12 months ago, wiping out all gains

winner69
08-03-2021, 06:21 PM
Looks like its in freefall again. Down by another 5% today. Nearly 30% down over the past 30 days. Back to its price 12 months ago, wiping out all gains

Yep 5.6 is pretty low

A year ago it was sub 5 bucks

Investing for growth they say so no worries .... good entry point?

jonu
08-03-2021, 06:25 PM
Yep 5.6 is pretty low

A year ago it was sub 5 bucks

Investing for growth they say so no worries .... good entry point?

Was for me....well not 5.6, but I picked up a chunk at 5.9 and 5.7

pierre
08-03-2021, 06:37 PM
Yep 5.6 is pretty low

A year ago it was sub 5 bucks

Investing for growth they say so no worries .... good entry point?

I think that was sub 5 cents W69!

As Mr Buffet said: "The stock market is a device to transfer wealth from the impatient to the patient."

Ricky-bobby
08-03-2021, 09:05 PM
I got out at 7, couldn’t handle going into the red again with this one...

GR8DAY
09-03-2021, 03:43 PM
Kia ora.... just wondering if anyone has had luck rectifying / mitigating sensitive teeth with Blis....I believe over brushing of gums can be one cause of sensitive teeth.... perhaps Blis could help with this??

Leon
21-03-2021, 11:05 PM
Wonder when some good news will filter through to lift the sagging share price

winner69
23-03-2021, 08:44 AM
Wonder when some good news will filter through to lift the sagging share price

They heard you Leon

Break through and game changing stuff announced

Share price back to 8 cents soon

http://nzx-prod-s7fsd7f98s.s3-website-ap-southeast-2.amazonaws.com/attachments/BLT/369541/342871.pdf

patrick
24-03-2021, 09:21 PM
Have ordered the new product and will report on how it works for me.
It’s expensive and interesting it’s only available from the Company.

silverblizzard888
24-03-2021, 11:37 PM
I also bought a bottle, I'm quite interested in this product if it will be a game changer for Blis. I remember Trilogy wasn't successful until they got into skincare products and that really worked out. People also will to pay more for skincare products that they can see and feel the difference unlike the tablets. The tablets equal ecoya the candle business for Trilogy, they keep growing sales but keep going no where.

Lion_graf
25-03-2021, 10:25 AM
ROOLIFE

“A Perth-based company that provides digital marketing and e-commerce capability inside China for brands from Australia, NZ and around the world,” said Pretty.

“Its market cap is ~$17 million and it has announced contracts with an estimated value of $22 million.

“RLG represents brands across the spectrum of beauty, personal care, health and nutrition – and further afield like Perth Airport or networking equipment maker D-Link.

“Brands pay annuity fees and royalties or commissions to RLG for selling their products in China’s digital marketplaces.

“RLG has the expertise at taking brands to market that so many brands lack and we believe contracted revenue growth is illustrative of brands recognising that,” said Pretty.

Set to do well coming out of covid

DDog
25-03-2021, 12:11 PM
Up it goes!

patrick
25-03-2021, 06:40 PM
I also bought a bottle, I'm quite interested in this product if it will be a game changer for Blis. I remember Trilogy wasn't successful until they got into skincare products and that really worked out. People also will to pay more for skincare products that they can see and feel the difference unlike the tablets. The tablets equal ecoya the candle business for Trilogy, they keep growing sales but keep going no where.

I purchased two...more family research!
35ml in attractive practical dispenser; $95; not expensive if it works. My order number, delivered today, was 1045.
Is mine the 1045th order? If so that’s great and this could be a game changer for Blis.
First application tonight and report of results later, after increased holding if positive.
Cheers

emearg
25-03-2021, 07:30 PM
I purchased two...more family research!
35ml in attractive practical dispenser; $95; not expensive if it works. My order number, delivered today, was 1045.
Is mine the 1045th order? If so that’s great and this could be a game changer for Blis.
First application tonight and report of results later, after increased holding if positive.
Cheers

Might be #1045 for all online orders...including K12 and M18. That wouldn't be great.

Or they might have started at 1,000?

I doubt we can read much into that.

But I do like the new website, it is very consumer centered. I also like how the product is targeting a broad range of skin issues, which is excellent. The patent covers a wide range of skin issues but for some reason I hadn't considered they would approach the product that way. It's a good thing I'm not working at Blis :)

It's nice to see the share price going up again after a fairly horrid month. Amazing how quickly it falls...and how much longer it takes to go up. Percentages are nasty like that.

As someone who has had various skin issues since I was a kid I will be interested in hearing how you get on and what in particular you are targeting assuming you are willing to share a few personal details. Hopefully if I do order in a few weeks or months my order won't be 1046.

patrick
25-03-2021, 07:37 PM
Might be #1045 for all online orders...including K12 and M18. That wouldn't be great.

Or they might have started at 1,000?

I doubt we can read much into that.

But I do like the new website, it is very consumer centered. I also like how the product is targeting a broad range of skin issues, which is excellent. The patent covers a wide range of skin issues but for some reason I hadn't considered they would approach the product that way. It's a good thing I'm not working at Blis :)

It's nice to see the share price going up again after a fairly horrid month. Amazing how quickly it falls...and how much longer it takes to go up. Percentages are nasty like that.

As someone who has had various skin issues since I was a kid I will be interested in hearing how you get on and what in particular you are targeting assuming you are willing to share a few personal details. Hopefully if I do order in a few weeks or months my order won't be 1046.
Hope other purchasers will share Order number.

patrick
25-03-2021, 07:44 PM
[QUOTE=emearg;877903]Might be #1045 for all online orders...including K12 and M18. That wouldn't be great.

Or they might have started at 1,000?

I doubt we can read much into that.

But I do like the new website, it is very consumer centered. I also like how the product is targeting a broad range of skin issues, which is excellent. The patent covers a wide range of skin issues but for some reason I hadn't considered they would approach the product that way. It's a good thing I'm not working at Blis :)

It's nice to see the share price going up again after a fairly horrid month. Amazing how quickly it falls...and how much longer it takes to go up. Percentages are nasty like that.

As someone who has had various skin issues since I was a kid I will be interested in hearing how you get on and what in particular you are targeting assuming you are willing to share a few personal details. Hopefully if I do order in a few weeks or months my order won't be 1046.[/QUOTE
Why delay? 95$ not expensive to give u chance to personally validate claims; or otherwise.
Good results will give you power!

pierre
25-03-2021, 10:17 PM
Ordered one tonight for my wife. My order was confirmed at 6:57pm #1057.

Very early days of course, but this product and further additions to the range have great potential for BLT. I'm sure it's a high margin product and good to see they're retaining all of it at this stage with online sales only. Once they get traction they will no doubt release it through the pharmacy trade (like they did with Ultrablis) to grow the market.

I can see around $3 million in sales being generated in the second year with a GP in the order of 50%. China and US sales will provide further growth. Skincare should account for a very nice addition to the bottom line.

silverblizzard888
26-03-2021, 12:34 AM
Might be #1045 for all online orders...including K12 and M18. That wouldn't be great.

Or they might have started at 1,000?

I doubt we can read much into that.

But I do like the new website, it is very consumer centered. I also like how the product is targeting a broad range of skin issues, which is excellent. The patent covers a wide range of skin issues but for some reason I hadn't considered they would approach the product that way. It's a good thing I'm not working at Blis :)

It's nice to see the share price going up again after a fairly horrid month. Amazing how quickly it falls...and how much longer it takes to go up. Percentages are nasty like that.

As someone who has had various skin issues since I was a kid I will be interested in hearing how you get on and what in particular you are targeting assuming you are willing to share a few personal details. Hopefully if I do order in a few weeks or months my order won't be 1046.

My order was 1047 haha so it was almost just right after yours. Based on Pierres post that he just bought and hes order 1057, I think the starting number was 1000. Given how new the product is and the price it probably makes sense they have only sold 57 orders so far. I think the launch was wednesday or at least thats when the first email came in and I placed my order wednesday night, so not bad given the short timeframe.

Tappers12
26-03-2021, 05:23 AM
Would anyone know if the patent pending is for a specific region or worldwide? Would make a huge difference to the potential value going forward

LEMON
26-03-2021, 06:54 AM
After guidance, the SP took a hit, even though we knew the skincare was to be put on the market soon now the SP has gained again. I'm expecting a drop at the announcement before accumulating more, as the announcement will still. correlate with guidance somewhat.
Anyone else see this potentially happening?
Be nice to hear opinions. Cheers

RGR367
26-03-2021, 12:25 PM
Like the website but is the new product exclusively for women?
Gut feel says says it's that time to top up even more.

emearg
26-03-2021, 12:35 PM
...Once they get traction they will no doubt release it through the pharmacy trade (like they did with Ultrablis) to grow the market.

I'm not so sure. That may not be part of their plan with this product. The new website makes me think they may go online only to grow their new brand. What we do know because they have told us in the last couple of announcements is:
"The product will initially be launched in NZ direct to consumers supported by a high profile multichannel campaign. Over time we intend to expand launch activity to the US and our China Tmall global site."
"The product will be launched under a new brand “Unconditional Skincare Co.” and will be available exclusively online at www.unconditionalskin.com"

emearg
26-03-2021, 12:42 PM
After guidance, the SP took a hit, even though we knew the skincare was to be put on the market soon now the SP has gained again. I'm expecting a drop at the announcement before accumulating more, as the announcement will still. correlate with guidance somewhat.
Anyone else see this potentially happening?
Be nice to hear opinions. Cheers

The only thing I know is I'm terrible at predicting future share prices! I thought Xero was over priced at 80 cents.

With Blis it may fall back unless they have another announcement in the next few weeks/months about some positive activity in the company. It doesn't take much to bump the share price up.

I felt it was oversold following the update in Feb given they said they intended to launch this product early in the new financial year. Given they have over delivered time-frame wise I feel they are gaining credibility around scheduling.

emearg
26-03-2021, 12:45 PM
Like the website but is the new product exclusively for women?
Gut feel says says it's that time to top up even more.

No. It is for anyone that cares about their skin health. Many or perhaps most men don't? Most women do? Anyone with skin issues is more likely to care than folks who have naturally healthy skin. But if you're a bloke with irritated skin you will care.

Discomfort and/or embarrassment crosses any gender lines.

emearg
26-03-2021, 12:46 PM
Gut feel says says it's that time to top up even more.

Gut feel? Have you tried Ultrablis? It may help. :p

emearg
26-03-2021, 12:49 PM
I think the launch was wednesday or at least thats when the first email came in and I placed my order wednesday night, so not bad given the short timeframe.

It started on Tuesday I think? Instagram was available on Tuesday. Facebook Wednesday based on when I saw it. Email to Blis contacts Wednesday.

Either way anyone buying it is good news...I just hope it isn't exclusively shareholders!! Or sharetrader peeps.

emearg
26-03-2021, 04:37 PM
Does anyone have Depth for BLT please?

Leftfield
26-03-2021, 05:05 PM
Check out BLTs NZX announcement posted late this aft. My phone makes it hard to post the link but you’ll find it on NZX.
The announcement provides details of BLTs emphasis on direct marketing via e commerce channels.
They also claim “an exciting pipeline of products including a probiotic toothpaste. “
Phew. Interesting times ahead for holders.

LEMON
26-03-2021, 05:15 PM
https://www.nzx.com/announcements/369820

Here it is here

patrick
26-03-2021, 05:57 PM
https://www.nzx.com/announcements/369820

Here it is here

Thanks,
Thanks to team for clarification about number of sales.
Doubled up holding as it may be one of those BIG chances; can’t think of any better “growth” than skincare.
What’s 2 cents ( the share price lift) a share for the ride?
Of course it has to work but must be huge profit on each unit.
Have started application but... no change yet!
Cheers

silverblizzard888
26-03-2021, 11:41 PM
Love this part:

"Along with the launch of our first skincare product, we have an exciting pipeline of products in development including a probiotic toothpaste, additional upper respiratory health / immunity offers and skin and personal care products."

emearg
28-03-2021, 07:49 PM
Blis are advertising on Seek:


They're looking to hire two Global Brand Managers, one for Dental and one for ENT. One based in Auckland, one in Dunedin.
They're looking to hire a Global Ingredients Sale Manager.
They're looking to hire two Ecommerce Directors. The decriptions are identical apart from the location. Dunedin and Auckland.


Looks like they are getting serious about the digital channel.

pierre
28-03-2021, 07:59 PM
https://www.nzx.com/announcements/369820

Here it is here

This announcement from BLT contains very positive news.
A pipeline of new products and what appears to be a pretty organised marketing strategy to get them moving and generating additional income has to be good news.

Pity they dropped the announcement at the end of the day on Friday but let's hope the punters pick up the story on Monday and we see the week kick off with a decent lift in the SP.

The BLT roller coaster ride may not be for the faint-hearted but, l'm sure there are some exciting times ahead for holders with patience and a strong stomach.

Leftfield
29-03-2021, 10:50 AM
This announcement from BLT contains very positive news.
A pipeline of new products and what appears to be a pretty organised marketing strategy to get them moving and generating additional income has to be good news.

Pity they dropped the announcement at the end of the day on Friday but let's hope the punters pick up the story on Monday and we see the week kick off with a decent lift in the SP.

The BLT roller coaster ride may not be for the faint-hearted but, l'm sure there are some exciting times ahead for holders with patience and a strong stomach.

Agree that late Fri was a strange time to release good news howeva nice to see BLT leading the SP chart today so maybe sentiment is improving and the news was noticed.

I’m learning patience from you and v encouraged by this announcement.

silverblizzard888
30-03-2021, 01:16 AM
Just got my order of Unconditional today and have started using it. Some photos of the product for anyone who is curious

Box and bottle 12399
Front (bottle) 12400
Back (bottle) 12401
Box side 12402
Box side 12403

Box and bottle feel quite premium

patrick
30-03-2021, 08:29 AM
Just got my order of Unconditional today and have started using it. Some photos of the product for anyone who is curious

Box and bottle 12399
Front (bottle) 12400
Back (bottle) 12401
Box side 12402
Box side 12403

Box and bottle feel quite premium


Order number please.

silverblizzard888
30-03-2021, 09:07 AM
Order number please.

I've mentioned it in a prior post, it was #1047

pierre
30-03-2021, 06:14 PM
@LeftField:Another test of your patience today as it looks like the market has fallen out of love a bit with BLT - only a handful of shares traded though. Still, I hope the SP drop is not a bad omen for the skincare product launch.

Speaking of that, my wife's bottle of Hydration Serum arrived yesterday - looks like a pretty sophisticated device for dispensing the stuff. I bet the bottle costs several times more than what's inside it but I guess that's probably true of many cosmetic products.

As long as the skincare product gets good traction in the market over time and the profit margin is suitably high, then eventually the roller coaster will head back up the hill and all will be well. Meanwhile I'm staying in my seat and well buckled in!

patrick
30-03-2021, 08:12 PM
I've mentioned it in a prior post, it was #1047

Thanks, sorry.
Drop today a big surprise to me, but track record not great, a seller of ATM under a $.
Thought the promotion of the skin product next month ( which I expect to be well done) would generate more interest.
My opinion; if the skin product works, and my 5 day trial is continuing, there will be a big revaluation.
My recent “double up” not looking great!

silverblizzard888
30-03-2021, 09:45 PM
Thanks, sorry.
Drop today a big surprise to me, but track record not great, a seller of ATM under a $.
Thought the promotion of the skin product next month ( which I expect to be well done) would generate more interest.
My opinion; if the skin product works, and my 5 day trial is continuing, there will be a big revaluation.
My recent “double up” not looking great!

No worries! At the end of the day find good companies producing good products and let time do the rest. It took ATM forever to gain traction on its share price too, but in the end it did no problem.

MarineSalvage
31-03-2021, 12:13 PM
I think we have already had a least one forever...
No worries! At the end of the day find good companies producing good products and let time do the rest. It took ATM forever to gain traction on its share price too, but in the end it did no problem.

patrick
31-03-2021, 04:18 PM
Does any other user of the skin cream notice a warming of the face (a bit like mild sunburn) after application?

emearg
31-03-2021, 04:34 PM
I found the following podcast extremely informative:
https://blis.co.nz/blogs/journal/blis-probiotics-feature-on-bulletproof-radio-with-dave-asprey

I learnt a little bit more about the science, megaplasmids as one example, and it has left me keen to do more reading on certain subjects.

silverblizzard888
31-03-2021, 05:26 PM
Does any other user of the skin cream notice a warming of the face (a bit like mild sunburn) after application?

Yeah it said it will have some affect on your skin while the probiotics balance out over 10 days, I was expecting something, but didn't know what to expect.

pierre
31-03-2021, 07:01 PM
Yeah it said it will have some affect on your skin while the probiotics balance out over 10 days, I was expecting something, but didn't know what to expect.
My wife reports a very minor tingling feeling on her face after using the product - no drama and lasts only a few seconds.

Only used it for two days so hard to detect any noticeable benefit yet.

emearg
31-03-2021, 08:10 PM
I note Blis have trademarked "Unconditional Skincare Co." and "Your skin is enough". Gonna be interesting to see where they go with that.

Kelda ( https://nz.linkedin.com/in/keldahunter ) is in charge and apparently quite good at this sort of thing. I'm hoping so.

patrick
05-04-2021, 04:23 PM
After ten days or more any skin changes to report?

patrick
13-04-2021, 07:19 PM
After ten days or more any skin changes to report?

Wrong again: I expected that those who purchased would be keen to share results.
OPTIONS.
Wasted my $ and going into the bush, hiding.
Results so good I’m staying quiet and buying a few more shares.
Which is it?

pierre
13-04-2021, 08:58 PM
Wrong again: I expected that those who purchased would be keen to share results.
OPTIONS.
Wasted my $ and going into the bush, hiding.
Results so good I’m staying quiet and buying a few more shares.
Which is it?
My wife says she considers the texture of her skin has improved and feels firmer.

She will continue using it and will buy it again - well, I will probably be asked to buy it again. 😉

SP back to 7 cents today so maybe there's hope with this product.

stoploss
13-04-2021, 09:00 PM
My wife says she considers the texture of her skin has improved and feels firmer.

She will continue using it and will buy it again - well, I will probably be asked to buy it again. 

SP back to 7 cents today so maybe there's hope with this product.

If it makes things firmer Pierre there could be a big market for this :ohmy:

pierre
13-04-2021, 09:32 PM
If it makes things firmer Pierre there could be a big market for this :ohmy:

Yes, might be time to sell your shares in Pfizer. 🤣 Though I think the patent for Viagra expired quite a while ago!

silverblizzard888
13-04-2021, 11:26 PM
Its no miracle worker, but I've noticed an improvement in my skin and even a bit of a glow, but my next determination is how long will a bottle like this last. Its always a cost v benefit situation especially at this price point for their product.

patrick
14-04-2021, 02:15 PM
Its no miracle worker, but I've noticed an improvement in my skin and even a bit of a glow, but my next determination is how long will a bottle like this last. Its always a cost v benefit situation especially at this price point for their product.

My bottle ran out today, arrived 26/3 and applied (one squeeze) by two of us approx 54 times so container may be designed for a months application by one person.
I have had a Doctors script in the past for dry skin with rough patches; 70 + years of sun, but this was only used occasionally. I have found the Unconditional use has softened ,unlike Mrs Pierre, the skin and improved the rough patches so overall the result has been good but perhaps i would have had the same result with twice daily use of the pharmacy non- logic cream?
Other user can see no change.
I have ordered another bottle to complete use for a month as suggested.

emearg
14-04-2021, 06:38 PM
I contacted them:

Using two pumps twice daily, this should last about a month.

silverblizzard888
14-04-2021, 07:27 PM
$95 for 28 days? Wow thats $3.39 a day. Im not sure its going to get a lot of demand.

I feel like you would get a good result with most cleansers + moisturizer combos $60-70

So you're paying for the belief that you are doing more good for your skin, by not killing all the bacteria on your skin and focusing on populating it with good bacteria. Sounds like it'll take a lot of educating and would be destined for a larger market with consumers who don't mind the price point. They really need to boost the science approach a lot more and show more studies and convince the consumer in a different aspect. Need that A2 marketing.

Golfer01
15-04-2021, 12:05 PM
$95 for 28 days? Wow thats $3.39 a day. Im not sure its going to get a lot of demand.

I feel like you would get a good result with most cleansers + moisturizer combos $60-70

So you're paying for the belief that you are doing more good for your skin, by not killing all the bacteria on your skin and focusing on populating it with good bacteria. Sounds like it'll take a lot of educating and would be destined for a larger market with consumers who don't mind the price point. They really need to boost the science approach a lot more and show more studies and convince the consumer in a different aspect. Need that A2 marketing.

I have to agree. It is pitched at a high price point and unlike mainstream cosmetic suppliers have zero product credibility (at the moment). I like the idea of getting into skin care products but getting some market share off the big players is going to be extraordinarily difficult! And with very little marketing budget (I suspect)..

Maybe they should be looking at developing a probiotic to assist recovery for post covid infectees? It'll be an easier market to penetrate...

emearg
15-04-2021, 04:51 PM
I have to agree. It is pitched at a high price point and unlike mainstream cosmetic suppliers have zero product credibility (at the moment).
It is rather niche and to me seems extremely expensive but after doing a bit of googling I note there are a number of probiotic products that are cheaper and also more expensive. Much more in some cases. So I will just say hopefully Blis have done their research. I presume Colmar Brunton would have asked the trialists how much they would be willing to pay. That may have influenced the pricing?

Either way they're obviously not going for mass market/low margin adoption. Is that a good thing or not?


I like the idea of getting into skin care products but getting some market share off the big players is going to be extraordinarily difficult! And with very little marketing budget (I suspect)..
Let's hope their marketing strategy is effective then! They mentioned it would kick off mid April. Digital influencers are what they need. Interesting times ahead.

Plan B might be to get the product in pharmacies and other distribution channels at a possibly lower price and giving up some of the bounty. It's not like they have to stick with the direct B2C approach if it doesn't work out.


Maybe they should be looking at developing a probiotic to assist recovery for post covid infectees? It'll be an easier market to penetrate...
Time frame for that probably means by the time they launch a product where they can make claims no one will remember Covid. Co what?

emearg
15-04-2021, 06:00 PM
Chance to win:
https://fashionz.co.nz/competitions/win-unconditional-skincare-co-live-probiotic-hydration-serum/

silverblizzard888
16-04-2021, 10:55 AM
Chance to win:
https://fashionz.co.nz/competitions/win-unconditional-skincare-co-live-probiotic-hydration-serum/

Interesting how they phrase it "The expert team at Unconditional recommend incorporating the Hydration Serum into your daily routine for 30 days to help bring balance to your skin’s microbiome."

Is this product meant as an occasional use product like how a person might do a detox or should we be using it daily for the whole year? Seems like they need to define the use case, especially for someone who might be on a budget and wants to use it only occasionally. If its a product a consumer uses maybe once every 3-6 months. Just like how some people might use Blis more in the winter and not need it in the summer.

A more descriptive use case would provide the consumer with more certainty how they can achieve those benefits of using a probiotic formula over others. The one thing a consumer hates is not knowing when the product use case starts and when it can end or to phrase it another way, how much do you have to commit and how long? It might seem like common sense to stop using or start using anytime, but its a high price point and like any beginner you feel better about a product when the benefits can be quantified inside a certain period, not everyone is an eager shareholder.

emearg
16-04-2021, 06:46 PM
Interesting how they phrase it "The expert team at Unconditional recommend incorporating the Hydration Serum into your daily routine for 30 days to help bring balance to your skin’s microbiome."

Is this product meant as an occasional use product like how a person might do a detox or should we be using it daily for the whole year? Seems like they need to define the use case, especially for someone who might be on a budget and wants to use it only occasionally. If its a product a consumer uses maybe once every 3-6 months. Just like how some people might use Blis more in the winter and not need it in the summer.

A more descriptive use case would provide the consumer with more certainty how they can achieve those benefits of using a probiotic formula over others. The one thing a consumer hates is not knowing when the product use case starts and when it can end or to phrase it another way, how much do you have to commit and how long? It might seem like common sense to stop using or start using anytime, but its a high price point and like any beginner you feel better about a product when the benefits can be quantified inside a certain period, not everyone is an eager shareholder.

Will you be raising this with them or would you like me to?

silverblizzard888
17-04-2021, 12:18 AM
Will you be raising this with them or would you like me to?


I'm a bit stretched on time, so feel free to let them know.

suse
21-04-2021, 10:41 AM
I've been out of Blis for a couple of years now but always look back in from time to time. I was interested to see from reading here that they had launched the skin care. However I'm disappointed that the main ingredient in the "white" side is water and then a pile of other unpronounceable stuff. I would rather buy this product just for the probiotic for the skin and keep to my other natural skin care which is much better - (for those remotely interested, check out Biologi and Terra tonics - Both aussie companies with fantastic natural products). I get that Blis want to get into the skincare game, it's profitable. I'll keep a watch on this but not ready to buy back in yet.

winner69
22-04-2021, 11:25 AM
About time they came out with another announcement to give the share price another boost

Doesn't have to much ...even regurgitate old news ...as long as it positive ...really positive

forest
22-04-2021, 12:21 PM
About time they came out with another announcement to give the share price another boost

Doesn't have to much ...even regurgitate old news ...as long as it positive ...really positive

Specially for you Winner, would you consider the below announcement positive?

Board of Directors Appointment
7/4/2020, 8:31 am ADMIN
6th April 2020

BLIS appoints Tony Balfour as a director

Blis Technologies Limited (NZX: BLT) advises the appointment of Antony (Tony) Balfour as an independent director of the company with effect from 8 April 2020.

Mr Balfour brings to the board strong governance experience following a successful executive career as an international marketing and brand management leader building consumer goods businesses globally. Tony has a diverse background of international experience in driving FMCG through retail channels and e-commerce from the leadership roles he held for Nike Inc, Icebreaker, Seek.com and Monster Worldwide.

winner69
22-04-2021, 12:31 PM
No forest ...that one is a non event ...people’s credentials don’t do much to share price

Nearly a month since last bit of ‘good’ news

We need something like

“Unconditional Skincare launches 3 new products enabling strong D2C e-commerce growth”

That would get punters excited .. esp if they pull out all the positive spin they can.

forest
22-04-2021, 02:11 PM
No forest ...that one is a non event ...people’s credentials don’t do much to share price

Nearly a month since last bit of ‘good’ news

We need something like

“Unconditional Skincare launches 3 new products enabling strong D2C e-commerce growth”

That would get punters excited .. esp if they pull out all the positive spin they can.

Ok, I think I understand.

The news could be that we are only in the first month of the new financial year and the sales volume for Unconditional Skincare this month is already more than the combined sales of the previous 12 months.
Hmm come to think of it, it's very likely true.

winner69
22-04-2021, 02:16 PM
Blis needs regular stories to help the share price out ..esp good stories with lots of buzzwords

Financial stuff boring as ...and generally a little sad

winner69
22-04-2021, 02:19 PM
Forest ...how you thin Blis going in enthusiastically recaptiualizing one-to-one niche markets

forest
22-04-2021, 02:24 PM
Blis needs regular stories to help the share price out ..esp good stories with lots of buzzwords

Financial stuff boring as ...and generally a little sad

But what about the potential Winner.

Compared it with PEB another Dunedin company.
BLT's market cap about 10% of PEB, however revenue and profit is more favorable.

forest
22-04-2021, 02:27 PM
recaptiualizing ??

I can not remember this word when I was forced to attend school.

winner69
22-04-2021, 03:31 PM
recaptiualizing ??

I can not remember this word when I was forced to attend school.

It’s one of those made up buzz words that businesses use to make them sound impressive.

winner69
22-04-2021, 03:39 PM
But what about the potential Winner.

Compared it with PEB another Dunedin company.
BLT's market cap about 10% of PEB, however revenue and profit is more favorable.

So why isn’t Blis market cap much higher than what it is

Dynamic David a much better story teller than boring old Brian maybe

Dave says something good and msrket wakes up and gets excited - Brian tries hard to tell a story and market yawns

Brian got to try much harder

winner69
22-04-2021, 04:02 PM
recaptiualizing ??

I can not remember this word when I was forced to attend school.

You go to Otumoetai College then?

forest
22-04-2021, 04:03 PM
So why isn’t Blis market cap much higher than what it is

Dynamic David a much better story teller than boring old Brian maybe

Dave says something good and msrket wakes up and gets excited - Brian tries hard to tell a story and market yawns

Brian got to try much harder

Brian please listen to Winner. Use Dynamic David as an example.
For a long time D David did not even get paid for most of the work they did and PEB market cap is still 10 times BLT's.
You must listen to somebody with a name like Winner, remember Winner wants stories, good stories, Dynamic David like stories.

emearg
22-04-2021, 07:58 PM
I think it was approximately 2008 when David was telling the market PEB would have revenues of hundreds of millions of dollars within 5 years...as I recall. He kept telling this story for years and years while the share price dropped and new capital raisings were required...big dollars too not like the piddley BLT capital raisings.

The market got pretty sick of his optimism.

The share price only rebounded last year when they actually started delivering on their contract promises. How is the revenue now? Hundreds of millions?

I prefer honest and realistic in my announcements. This often doesn't happen and it pisses me off. So no Brian, don't start BSing us...just keep to the facts. Thanks.

winner69
23-04-2021, 08:37 AM
Hey emearg - see Brian worked on a story after I prompted him

Marked Price Sensitive so must be super positive

IscBrian learning — need regular stories to prop the share price up. We all know numbers don’t really matter - just tell stories.

http://nzx-prod-s7fsd7f98s.s3-website-ap-southeast-2.amazonaws.com/attachments/BLT/371121/344709.pdf

porkandpuha
23-04-2021, 08:55 AM
Hey emearg - see Brian worked on a story after I prompted him

Marked Price Sensitive so must be super positive

IscBrian learning — need regular stories to prop the share price up. We all know numbers don’t really matter - just tell stories.

http://nzx-prod-s7fsd7f98s.s3-website-ap-southeast-2.amazonaws.com/attachments/BLT/371121/344709.pdf


Will be interesting to see how the market views this in the short term

nevchev
23-04-2021, 08:59 AM
Sales model revised in Australia
23/4/2021, 8:30 am MKTUPDTE
23 April 2021

Sales model revised in Australia

Post the Covid-19 outbreak, we have noted the ongoing impact on retail pharmacy foot traffic and the trend towards greater online purchase of dietary supplements.

To date our business model in Australia has been primarily focused on the pharmacy retail channel through a distribution relationship with iNova Pharmaceuticals (iNova), without a strong presence online to drive e-commerce sales. Blis Technologies Limited (Blis) and iNova have mutually agreed that the existing distribution relationship will be wound up allowing Blis to pursue an integrated channel strategy for Australia.

Brian Watson said “we have been closely working with iNova in Australia since the launch of BLIS PROBIOTICS™ branded products in March 2019. Over this time iNova have supported the brand with active promotion and sales force support establishing a strong presence in retail pharmacy. Blis will look to continue to build the presence of the BLIS PROBIOTICS™ brand in pharmacy but with a new partner and build a complementary D2C e-commerce selling platform to align with the recent strong trend towards this channel.”

iNova also had an option on distribution rights of BLIS PROBIOTICS™ products in other countries across the Asia Pacific and Africa regions, these options have not been progressed to date and will also be relinquished.

In line with our strategic emphasis on D2C e-commerce sales opportunities, Blis will progress plans to build a stronger online presence in the Australia market for the BLIS PROBIOTICS™ branded range and coordinate this with the brand’s presence in retail pharmacy. To support this retail activity we are in negotiations with a new partner strongly aligned with natural healthcare that brings complementary strengths to support the brand’s presence in the market. iNova will continue to provide support for the retail pharmacy channel through to 30 June 2021 to allow for a smooth transition to a new partner.

Ends
In other words inova not interested in continuing to market Blis products in Oz or asia

Rawz
23-04-2021, 09:43 AM
Yes I see this as them starting again in Aus. Sales must have been bad under iNova.

Maybe 1 step back in the short term for 2 steps forward in the long term?

winner69
23-04-2021, 09:49 AM
Hey nevchev - is that announcement code for iNova hasn't done a good job so we've dispensed with their services and we'll give somebody else a go and hope like hell they can do a better job

nevchev
23-04-2021, 09:59 AM
Hey nevchev - is that announcement code for iNova hasn't done a good job so we've dispensed with their services and we'll give somebody else a go and hope like hell they can do a better job
You could look at it that way to give the impression Blis in control but we may never know one way or tother

pierre
23-04-2021, 10:43 AM
You could look at it that way to give the impression Blis in control but we may never know one way or tother

Gaining traction in the Aussie market looks like it's been hard work for years - nobody seems to have made much of a go of it. The initial sell-in via iNova seemed to kick-off OK but there was probably little or no marketing grunt behind it to develop any momentum.

I don't imagine retailers are super happy to stock products when the manufacturer is marketing D2C in competition with them - that may be a problem in NZ too. But maybe the online stuff helps create presence for the brand and as long as online is not undercutting them on price they are Ok with it.

I wonder how the Canadian launch went and if there are similar issues over there?

Have to wait till the May EOFY results announcement for some answers - meanwhile Mr Market doesn't appear too bothered about today's news.

jonu
23-04-2021, 11:14 AM
Never mind Aussie, India is a tad larger market

http://nzx-prod-s7fsd7f98s.s3-website-ap-southeast-2.amazonaws.com/attachments/BLT/371165/344767.pdf

pierre
23-04-2021, 11:20 AM
Never mind Aussie, India is a tad larger market

http://nzx-prod-s7fsd7f98s.s3-website-ap-southeast-2.amazonaws.com/attachments/BLT/371165/344767.pdf

Winner will be happy Brian is reading his posts - but maybe two news releases in one day is overdoing things a bit - lol.

A market with a population of 1.4 bn is very interesting - however, Blis isn't exactly flying in the Chinese market which has around the same number of heads.

Still, there's plenty of potential to tap - no worries (to quote Winner).

jonu
23-04-2021, 11:23 AM
Winner will be happy Brian is reading his posts - but maybe two news releases in one day is overdoing things a bit - lol.

A market with a population of 1.4 bn is very interesting - however, Blis isn't exactly flying in the Chinese market which has around the same number of heads.

Still, there's plenty of potential to tap - no worries (to quote Winner).

India's middle and upper class enjoy first world health care. That's hundreds of millions of people. If Blis' distributor can convince enough pharmacies to begin stocking it, initial orders on their own would be massive.