BLT - Blis Technologies

[skid]

Also PEB has gone into hibernation which probably isnt helping if the hype has worn off from them

[winner69]

prob the punters who got bored over the holidays and had a flutter on the stock market have either gone back to work or found that the real TAB or casino is more exciting ... the dollars involved made it look like the dollar each way punters .... no body serious .... just those in for a bit of fun ... happens this time every year

[winner69]

punters are losers anyway
http://www.nzherald.co.nz/nz/news/ar...ectid=10860623

[blobbles]

PEB is consolidating and will probably see more sliding at low volume until another announcement comes out.

I've sold out for now, better things out there since the volume is sliding and the risk is too much compared to gains. Shorn my sheep and taking my wool. Good luck to other holders!

Maybe you guys should be on the PEB thread?

[skid]

There is a psychological link between BLT and PEB,but fair enough--nouf said

[emearg]

There's a physical one too. An elevator and a set of stairs. They both hail from the Uni of Otago's Centre for Innovation.

I hope PEB produces revenues and profits quicker than Blis! Fingers crossed...

[emearg]

My prediction for 2013 is that we will see yogurt products launched in the US. I make this prediction having re-read Blis documents released over the past year or so.

Should that happen 3 cents per share is going to look very damn cheap. Check out ATM and it's market cap of 336 million. Huge potential with that company as they are successfully selling their products to a growing customer base globally. If Blis gets into the yogurt game in the US, or ice cream in the US I think they will be re-rated in a big way.

Ultimately this is what Blis has been working towards for the past 5 years and as I noted recently they have been ticking off the boxes one by one regarding local approvals, safety studies, efficacy studies, partnerships etc.

[CJ]

Emearg - that is the kind of product they need to get into.

I wonder if they should go it alone (be the manufacturer or contract manufacture) or whether they should just licence to the likes to Nestle?

Up so far today - buyer at 3c and no sellers till 3.3.

[simla]

My prediction for 2013 is that we will see yogurt products launched in the US. ... If Blis gets into the yogurt game in the US, or ice cream in the US I think they will be re-rated in a big way.

Yes, I've felt the same about the yoghurt intentions. But the comparison with ATM is way more open. If BFF ends up a supplier of food, then yes and an interesting opening. But if they stick to selling ingredients then a different outcome. I haven't seen Blis say anything that makes it clear which way they want to jump with BFF. Have you?

They don't have the capital to be a major food supplier (but that could change later with success) but they obviously would be aware of the margin difference in exporting the ingredient vs the finished product. There is also the middle ground of selling a finished product for rebranding. And I can't see any reason why they wouldn't be shipping Gourmet dirrectly into China given they have the product and NZ has a great repuation in China. (Indeed, given the price Chinese seem willing to pay for NZ dairy, it could be hugely profitable.) Against that, Blis has a history of trading market opportunituies to companies in return for marketing expenditure, although we don't know how good the payoff for that has been to date. As I say, I haven't heard Blis say anything to help us judge their intentions. Have you?

[simla]

or whether they should just licence to the likes to Nestle

Just! Um, I think getting major multinationals to back your product is thought to be a little work! But, yes, that's the issue. Blis has mentioned approaching multinationals for some years, and they hint they are getting some success, but no detail I believe.