Comvita - CVT

[Balance]

Hi Bal, so I understand the company is improving its structure and margins which is excellent and why I've been in since last year. But in terms of competitions and CVT's manuka honey's competitiveness in terms of their prices with other producers, how do you assess CVT's growth perspective?

In addition to what share guy wrote which I agree with, CVT's other key competitiveness are well covered in this well-written article, do have a read of it :

https://www.newsroom.co.nz/hive-to-h...urnaround-road

Excerpts : "Just shy of its 50th birthday, Comvita is now the biggest UMF (unique mānuka factor) honey brand in the world, and the number one brand in China, the world’s biggest honey market."

"Comvita still controls the whole of its supply chain, from its own mānuka cultivars and mānuka forests, to hives, beekeepers, extraction and production facilities, an independently-accredited testing laboratory and more than 550 staff worldwide, including almost 350 on the ground in seven markets outside New Zealand."

" .... this end-to-end approach gives it a big competitive advantage with customers who increasingly want to know exactly where their food comes from."

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Will take a bit more time for CVT to tell its story to seal in its competitive advantages, but it will.

[william67]

CVT is better than what I think. 5+UMF 1KG CVT manuka honey cost USD50 at COSTCO USA online, is more expensive than Sylvia Park Pak'nSav supermarket's NZD59. Today's exchange rates is 1USD =1.48NZD.

[Shareguy]

Music to my ears. The US is an important growing market. A good turn around storey after a shocking few years. Under the new CEO plan there has been plenty of good news. The share price has gone backwards lately for no real reason. An update would be good. Either way I think we will be rewarded.

[sb9]

Staring to look more like a Dog stock of 2021...

[Balance]

Staring to look more like a Dog stock of 2021...

Started the year at $3.15, paid a 4c dividend, been as high as $3.80 and currently being sold down on low volume.

Buying opportunity imo and I am there for a few more.

[william67]

“Chinese consumers, in particular, use Mānuka honey to soothe digestive symptoms, but how it does this is unknown. Research points to the recently discovered natural compound, Comvita Lepteridine™, as playing a key role in the inhibition of enzymes involved in the development of gastrointestinal inflammation and pain. "

Look at reviews from online shops such as jd.com, kaola.com, Tmall.com etc.. Chinese consumers use 10+,15+CVT Mānuka honey to treat infections of Helicobacter pylori.

The weighted mean prevalence of H. pylori infection was 66 % for rural Chinese populations and 47 % for urban Chinese populations. Main reason is sharing food without serving chopsticks.

https://www.nytimes.com/2020/05/25/world/asia/china-coronavirus-chopsticks.html

Helicobacter pylori(H. pylori) is a type of bacteria. These germs can enter your body and live in your digestive tract. After many years, they can cause sores, called ulcers, in the lining of your stomach or the upper part of your small intestine. For some people, an infection can lead to stomach cancer.

[ralph]

Interesting wee fact that William ehmm

[Habits]

Announcement

"Comvita share buy-back programme

CVT
15/12/2021 09:51
ADMIN
PRICE SENSITIVE
REL: 0951 HRS Comvita Limited

ADMIN: CVT: Comvita share buy-back programme

In accordance with Listing Rule 4.14.2, Comvita Limited (CVT) announces its
intention to acquire up to 300,000 of its ordinary shares in relation to
proposed share scheme arrangements for employees.

Offer date: The maximum period which offers will be made is from and
including 20 December 2021 (being three clear business days after the date of
this Notice) to 31 March 2022."

300k is a very significant and influential volume... sp heading to $4

[winner69]

Habits ... have other buyback programs done much for the share price

Good staff encouraged to be shareholders

[Habits]

Well going on the earlier buybacks in march and sept sp surge to 3.60 and 3.80. It could do so again, heres hoping, and that is added incentive to staff recipients.