BLT (Blis)

[calledone]

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]

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]

Its EPS has improved ( 40%+). I think this is a good sign, isn't it?

[Sideshow Bob]

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]

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]

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]

Did they mention the Highlanders in the Interim

Or have the Highlanders found Blis stuff no good for hangovers

[Dlownz]

Another good result from a nzx company and another drop. Life can be confusing sometimes.

[Sideshow Bob]

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]

AFT kinda had the same feel about it today
Maybe your right and expectations were more.

[emearg]

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]

What's the PE ratio now?

[emearg]

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]

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]

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]

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]

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]

I buy my Toothguard online from Pharmacy Direct at $16.95 a pack compared with BLT retail of $24.95.

[emearg]

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]

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.