BLT - Blis Technologies

[Snow Leopard]

So everyone jumping on the BLT bandwagon now?

For your sake of your wallet and mine I hope you have not paid too much.

PS Please stop mentioning PEB here

[pierre]

PS Please stop mentioning PEB here

Sorry. I initially made a passing reference to BLT and [that other company] both being Dunedin-based, but the discussion escalated from there.

I consider myself chastised and will not mention [that other company] on here ever again.

Happy New Year.

[Snow Leopard]

Sorry. I initially made a passing reference to BLT and [that other company] both being Dunedin-based, but the discussion escalated from there.

I consider myself chastised and will not mention [that other company] on here ever again.

Happy New Year.

As a long termer you are excused

But we don't want the thread going to the dogs.

Disc: In BLIS for about seven weeks .

PS HNY!

[Arthur]

Hey guys, so I've boarded this BLT train as of yesterday. Like a few others I was a bit frustrated at missing out on a ~30% gain over the holidays; I had them on my to buy list once the holidays were over. However I still feel ok about investing (compared to your WYNs, PEBs, etc. of the world) as they've actually started to turn a profit so it's all a question of how they build on that instead of begging for more cash from shareholders in order to chase prospects that might not even exist.

Does anyone know how strong BLT's moat is in terms of its IP? I.e., could someone else come up with products very much like theirs based on reading the academic literature, etc. Or do they have some IP protections in place, even if it's just a trade secret set of formulae?

This is the kind of question I wanted to research myself before buying, but then seeing the momentum I figured I'd jump in (Remains to be seen whether this was an incredibly dumb idea on my part.)

The main throat Patents are about to expire, but they have a good deal of Trade Secret knowledge. The science seems to support their effectiveness and at $70 odd million chump change for a larger overseas manufacturer. The company however has said profits will be similar to last year as they are spending on R&D, marketing etc. If they can replicate the NZ success in Canada, Aussie, Japan or Europe profits could rise by a factor of 10. Disclosure long term shareholder, but I've sold a quarter of mine at these prices.

[Airw0lf]

The main throat Patents are about to expire, but they have a good deal of Trade Secret knowledge. The science seems to support their effectiveness and at $70 odd million chump change for a larger overseas manufacturer. The company however has said profits will be similar to last year as they are spending on R&D, marketing etc. If they can replicate the NZ success in Canada, Aussie, Japan or Europe profits could rise by a factor of 10. Disclosure long term shareholder, but I've sold a quarter of mine at these prices.

Thanks Arthur for the info. Wouldn't blame you for selling down a bit if you are a long term holder.

[pierre]

As a long termer you are excused

But we don't want the thread going to the dogs.

Disc: In BLIS for about seven weeks .

PS HNY!

Seven weeks! Well that's not exactly long term. I've been accumulating BLT since 2005 and have hung in through all the trials and tribulations -and the CRs.

I'm an investor, not a trader, and don't quite see the point of selling down as things are hotting up.

I don't sell shares in my own company because things are going well so won't be dropping any BLT anytime soon. May think about it when it gets to 25% of my portfolio (it has currently rocketed up to 15%) but even then I'll think twice.

[Beagle]

As a long termer you are excused

But we don't want the thread going to the dogs.

Disc: In BLIS for about seven weeks .

PS HNY!

This only a ~ 1 % portfolio punt for me pussy cat. I think you are safe to leave your ear muffs in your den.

[Beagle]

https://sites.google.com/view/nzshar...020-commentary

Must admit I am a little surprised that BLT is the third most favoured stock in the competition this year.

[pierre]

There will be some happy BLT stock pickers and holders- SP up to 7.5c already this morning and appears it will go higher.

[winner69]

https://sites.google.com/view/nzshar...020-commentary

Must admit I am a little surprised that BLT is the third most favoured stock in the competition this year.

Everybody (or most) sees a winner when an opportunity presents itself

Not usually a good endorsement though