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12-10-2021, 03:03 PM
#2071
Agm next Wednesday. We might see the first upgrade for the new year. Not long to wait.
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13-10-2021, 05:03 PM
#2072
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13-10-2021, 08:34 PM
#2073
Member
 Originally Posted by Shareguy
Thanks for sharing, a worthwhile read
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13-10-2021, 08:55 PM
#2074
Originally Posted by Shareguy
I really enjoyed it too,so also thanks for sharing.
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14-10-2021, 02:17 PM
#2075
Will be interesting to see if the daigou channel has been good for CVT like it has for Bubs on the asx, which has also boosted A2 share price.
Last edited by Shareguy; 14-10-2021 at 02:19 PM.
Reason: .
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14-10-2021, 02:36 PM
#2076
Originally Posted by Shareguy
Will be interesting to see if the daigou channel has been good for CVT like it has for Bubs on the asx, which has also boosted A2 share price.
They may provide more colour next Wed at the time of ASM and by the way thanks for that nice article, very compelling read for shareholders or those keen to join.
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14-10-2021, 02:45 PM
#2077
Originally Posted by Shareguy
I wonder how true is the oft-repeated idea that consumers want to know the "origin" and "story" behind the products they are consuming. I guess it must be true as all the marketing gurus say the same thing. But I've spent some time in China and those guys literally eat anything. Also, when it comes to health products, aren't they the world's biggest consumers of endangered animal parts?
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20-10-2021, 10:38 AM
#2078
Having a read through AGM presentation. Apart from Q1 up 10 percent on PCP. Also states material opportunities being explored. Exciting and looks good for a upgrade .
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20-10-2021, 10:56 AM
#2079
https://stocknessmonster.com/announc...vt.nzx-381307/
Inventory only down 10%
Stock turn still only 1.9 times
What is not known and likely a baddy is the stock turn on their low value honey. From others I have hear it can't be sold as no market for it. Market value of this honey $3/kg?. What is it valued in CVT books at? What % of inventory is it?
Key milestones
730 bps increase in GP
Looking forward
150 bps improvement in GP (second half weighted)
Inventory & net debt
• Inventory reduced by $11.7m vs. 30 June 2020
• Reduction in non-Mānuka honey inventory
holding through bulk sales
Share of Revenue
2020 Bulk honey 6%
2021 Bulk Honey 7%
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20-10-2021, 11:46 AM
#2080
On conference call. Chairman says good times ahead for CVT.
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