BLT - Blis Technologies

[GR8DAY]

Cheers Simla.......soooooo many products/ brands using our Blis now as an additive! Shelf presence must be going through the roof.......great to see. I cant help but think sales growth is going to go "exponential" from here on in? Am i dreaming or being realistic ??

[simla]

Am i dreaming or being realistic ??

No, not dreaming in my opinion anyway. My phrase now is "compound growth". We were hopeful when Blis hit Costco a few years ago, which didn't work out as expected (for no reason related to Blis as I saw it) and then we had to wait quite a while for more good news as it happened. But that was a single gamble on early good sales of a single product in a single outlet. This time it's clearly multiple irons in the fire.

Add in the great news that with compound growth the pay off just gets better each year. Add in the possible higher growth factor from Blis building footholds simultaneously in Asia, Europe and now the US afresh. And add in the possible higher growth factor of functional food. Well ...

However, Emearg will quite correctly point out that the time to count your chickens is when you have them in the coop, not before. Still, it's encouraging that they keep repeating talk of profitability next year, although that remains a vague phrase so far. I guess they feel they have gained a lot more market access but can't know how soon that will pay off.

Certainly the situation will be a lot more certain when/if they actually announce a profit, whenever that is. But meanwhile the share market has an interesting question. The share price has been set for some time on the basis that this company was unlikely to make a profit. Since the situation suddenly is the reverse of that - that profit seems the more likely outcome suddenly - the question turns to how much profit would they make if so, and over what time span. And then, if so, what are the shares worth now?

The share price is subject to several forces now, I feel. One lot are undoubtedly speculating on short term volatility. Another lot are trying to build positions to hold. And then on a slower basis you can't help thinking the funds will have to come in on this after a bit. All of which could make it pretty hard to settle into a new pattern maybe?

Discl: (a) Obviously I hold. (b) Blis has always had the capacity for unexpected news, both good and bad. No knowing the future.

[Minerbarejet]

Im starting to get the impression they can chuck this stuff into just about anything at the moment, is this a correct assumption ?
Or is it related to dairy only or solo as in the tablets.

[simla]

They have done a lot of work to make it stable in several environments to judge by the annual reports. For things like liquids in particular, my understanding from the net is they needed to conquer encapsulation. Last time I researched that, a few years ago, that was a major challenge for everyone in this field, but they seem to have arrived at something. My understanding is that they then test retention from each actual use as well, rather than just assume it. As far as I'm aware from the annual reports it now goes in tablets, powder, yoghurt, ice cream and liquid. But I haven't researched that to death. And I think they have also done work on what temperature range it can take. So the breadth of application is entirely down to their doing an awful lot of work, one application at a time, as you might imagine from how hard it would be to keep a bacteria viable.

So short answer - it will go only in those environments they've done a lot of work on.

[emearg]

As for the Nekta Blis, quite real. The article in the weekend was with the owner of Nekta, and part of Asia Pacific. http://www.stuff.co.nz/business/smal...biotic-in-Asia

Newpapers get the facts wrong so often it is best to be cautious so I will wait until I see a photo or description of the product before adding it to the product list. For anybody interested I'll post the list here shortly. It has grown pretty big so will span several posts.

[emearg]

Check out Nekta's website it shows the kiwifruit drink (likely this is the one they are adding blis to), some travel, throat and dental products they have already done with Blis and Infant formula (could be what they are collaborating to add blis to as well).

http://www.nekta.com/

Didn't Blis rule out Infant formula...or was that just regarding China?

[emearg]

Here is the product list as I know it.

Last time I posted this list I it included the links to these products but tonight I can't find the option that allows this to be done just by pasting in the HTML?

Generally the newer products are at the bottom of each category. And by new I mean new to me i.e. when I first became aware of them.

K12:
Natures Plus - Adult's Ear, Nose & Throat Lozenges with K12 Probiotics -- Tropical Cherry
Natures Plus - Animal Parade® Children's Chewable Inner Ear Support
Swanson - Ultra Oral Probiotic
Solaray - Oral Flora
VegLife - Ear, Nose & Throat Shield
LEF - Advanced Oral Hygiene
Biogenesis - Pro Flora Oral Health Chewables
Verjung (formerly Epoca (Japanese market))
True Botanicas - Throat Defense™
True Botanicas - True Defense for Adults
Cultured Care - Probiotic Gum
Bio-Kick Throat Shield Daily (rebranded Blis Throat Guard Daily)
Bio-Kick Throat Shield Strong (rebranded Blis Throat Guard Boost)
OralHealth PLUS
NOW OralBiotic
E.N.T Biotic
Pro-S Daily Lozenges
Ora-Probiotic
Garden of Life - Raw Cleanse
Biotect (Japanese market)
Bio Protect (Japanese Market)
Wynlife All-In-One Probiotics
Institute for Specialised Medicine - Oral Probiotic Blis K12
entraFresh
Lorodent Adult and Lorodent Children (Russian market)
Darapet halitosis (Swiss market for dogs)
Wysong Dentatatreat - Canine/Feline Tooth Powder
Anlit Yomi Blis
Neem Tooth & Gum Powder (Mint or Cinnamon)
Dulce Nutritionals Dent.X
Yum.V's Dent.X
Dentacorp Freshadent
SupHerb Bio Blis
SupHerb Bio Blis Kids
Brochure
Bactoblis
Oral-PB
Natures Plus - Ageloss Hearing Support Capsules
Natures Plus - Ageloss Digestion Support Capsules
BioBalance
OraCidin
HoneyBlis
Twinlab, Triple Action Oral Health Dots
Ajin Blis K12
Dr Milk (milk powder)
Nekta - Travel Protec
Nekta - Throat Protec
Blis K12 Probiotic Toddler Powder
RightWay ProENT

KForce
Aktiv-k12
Blis Throat Guard Daily
Blis Throat Guard Boost
Blis Travel Guard
Blis Fresh Breath Kit

M18:
Natures Plus - Animal Parade® Tooth Fairy™ Children’s Chewable Dental Probiotic
Natures Plus - Adult’s Dental Care Probiotic Lozenges - Peppermint
Premier Research Labs - DentaVen
Pair Dental Probiotic Blis M18
OraBliss
Carioblis
Blis Savilva Ace
OralZym-F
Nekta - Dental Protec

Includes K12 and M18:
Natures Plus - Whole Food Total Body Cleanse with Açai (Vegetarian Capsules)
Natures Plus - Ultra Lipoic™ Bi-Layered Mini-Tab
Natures Plus - Ultra Lipoic™ Bi-Layered Tablets
Natures Plus - Ultra Probiotics Vegetarian Capsules
Natures Plus - POWER TEEN® For Him Chewable Multi - Wild Berry
Natures Plus - POWER TEEN® For Her Chewable Multi - Wild Berry
Natures Plus - POWER TEEN® Immune Booster Chewable Multi - Wild Berry
Natures Plus - Source of Life® GOLD Tablets
Natures Plus - Source of Life® GOLD Vcaps
Natures Plus - Source of Life® GOLD Mini-Tabs
Natures Plus - Source of Life® GOLD Energy Shake - Tropical Berry (available in two product formats (can or packet))
Natures Plus - Source of Life® GOLD Chewables - Tropical Fruit
Garden of Life - Immune Balance™ Rapid Extra Strength
Natures Plus - Source of Life® Animal Parade® GOLD Children's Chewable Multi - Cherry Flavor
Natures Plus - Miracle Essentials™ Tablets -- Multi-Vitamin Boosting Supplement
TheraBreath MultiSympton Probiotic
Jarro-Dophilus Oral Probiotic - lozenge and gum products
Carotec Oral Probiotic
iChoice Reach
iChoice Block
U!be Smile - originally was K12 only
Great Oral Health - Advanced Oral Probiotic
Blis Care II- Japanese market - originally was K12 only

[simla]

Thanks a lot for that, Emearg. If I didn't know better, I'd think you were getting optimistic!

I think Blis have said they are not intending to make infant formula at the Dunedin plant, but I don't recall them saying anything broader than that, so who knows longer term.

[Balance]

http://www.nzherald.co.nz/business/n...ectid=11314115

Continuous disclosure breach?

FMA puts on its denture and will bite - it's a small company, see?

NZX meanwhile exuberantly takes the opportunity to show it is serious about regulations.

Company gets fined and all of Blis shareholders suffer the penalty.

[GR8DAY]

.....just a case of too much good news coming out of the company all at once I think Balance.....they cant keep up with it!! LOL