BLT - Blis Technologies

[emearg]

10th of November, someone called Cannibal reported, "Imagenetix have released their 2nd quarter results and Blis is front and centre in the report...." Nice one. Still good news though. Their next quarter will presumably come out about early February, therefore?

It concerns me Simla how well you know this thread!! Perhaps a little more time spent outdoors would be a good idea? ;-)

But to be slightly serious for just a moment...what exactly is a 'supply buyout agreement'?

Imagenetix mention one in their announcement.

<snip>The current fiscal year period was positively impacted by a one time buy out agreement of $1,250,000.</snip>

<snip>Our cash position was bolstered in early October as the result of entering into a supply buyout agreement with a customer.”</snip>

I don't know what one is, and the internet doesn't help much so time to make a guess. Feel free to correct me please!

Imagenetix have produced a product called BioGuard. They could (try to) sell it widely. Instead it seems that only Costco have it. Why? Perhaps because Costco have given them some money for the exclusive right to sell it?

Why would Costco do that? Perhaps they see big things for the product and want to corner the market? Perhaps they are partners with Imagenetix and fund their developments? Perhaps the money up front ensures a cheaper supply? Or perhaps???

Or perhaps I am way off target here?

Any thoughts are welcome!

[simla]

I just have a fairly photographic memory, Emearg. That's why I can usually give quotes to illustrate my arguments, because I can usually more or less see the page I saw it written on in my mind, making it pretty easy to track down the actual quote.

I think the supply buy out is probably unrelated to Blis. This is one description of such a buy out for example, "The early termination of the Supply Agreement also provides XXX the opportunity to pursue strategic relationships with other suppliers and customers which were previously prohibited by the terms of the Supply Agreement." So I think it is probably money paid to end a contractual obligation rather than start one.

It is interesting that Costco seem to have Bioguard to themselves though.

Instinct tells me that things should be happening out there, but they do not seem to be showing up in the searches. Time will tell, as usual.

[emearg]

Thanks Simla. You are almost certainly right.

It is interesting to note how many people are picking BLT for the 2010 Share Investing Comp.

Check it out:
http://www.sharetrader.co.nz/showthread.php?t=7404

It seems that others are reasonably certain that the Blis shares will do well next year.

Of course it is easy when there isn't any money involved!

I will be picking them as one of my five and I have plenty riding on their success!

[Cannibal]

K12 chewing gum available in Canada...

They only have a Facebook site which is kinda weird but they are building their own website.

CulturedCare (TM) is a fresh addition to the Prairie Naturals family of natural health products. We create innovative probiotic health products based on scientific research.Mission:CulturedCare is dedicated to working with accomplished scientists in the field of probiotics to develop safe and efficacious products that promote overall health, provide infection protection, and enhance quality of life.Products:Our flagship product, CulturedCareTM Probiotic Gum with BLIS K12, is the first probiotic gum in Canada.

Made in Canada using a unique cold-pressed technology, CulturedCareTM Probiotic Gum delivers a deliciously fresh and powerful dose of BLIS K12 TM patented probiotic.

It is based upon years of research in the labs of Professor John Tagg, a scientist in the Department of Microbiology and Immunology at the University of Otago in New Zealand.

Professor Tagg’s research supports his premise that “infection protection starts in the mouth.” CulturedCareTM Probiotic Gum with BLIS K12 TM:

*Contains 500 million active bacteria at packaging

*Supports immunity and oral health http://www.facebook.com/notes/cultur...5893719?ref=mf http://viewer.zoho.com/docs/efbdIb

[simla]

That really is excellent news. With it being only on twitter, I wasn't sure how real it was. But the work is obviously being put in on it, so it's looking real. Also it mentions being made via cold press in Canada, and I hadn't noticed that Tab Labs was in Canada, so it sounds like them (but doesn't say so).

But the blurb at the side used to say available in December but now says January. Is this waiting for Canadian drug approval perhaps? There is the comment on facebook, http://www.facebook.com/pages/Cultur...5893719?ref=mf "I was realy happy to have some on hand for my flight to Toronto", so it presumably already exists.

There is a photo of a display stand (think counter-top-sized, I imagine), http://photos-h.ak.fbcdn.net/hphotos..._7576596_n.jpg and of a packet (I think) http://photos-h.ak.fbcdn.net/hphotos..._6769375_n.jpg

The web site is coming, but nothing there yet: http://www.culturedcare.com/

That facebook page says the ad, http://viewer.zoho.com/docs/efbdIb , is apparently a full page ad in "Alive Magazine! " http://www.alive.com/index.php (I assume), which describes itself as: "For more than 30 years, alive magazine has been Canada’s recognized leader in the field of health and wellness. Every month hundreds of thousands of people turn to the latest issue of alive to keep themselves up to date with current trends in natural health. People who want to take control over one of the most important contributors to a good life–their health–use alive as their indispensable resource.

Cultured Care, according to the facebook page of Cultured Care http://www.facebook.com/pages/Cultur..._edit_sections , is done by Prairie Naturals, http://www.prairienaturals.ca/ (I assume) who describe themselves as, "Prairie Naturals is a privately owned, family business headquartered near Vancouver, BC, Canada. Our core business is the research, development, marketing and distribution of more than 100 premium quality nutritional supplements, natural hair and natural body care products. The Prairie Naturals brand is sold through hundreds of retail stores from coast to coast, across Canada."

So this is excellent news in that the product is about to hit the shelves apparently. But it is also excellent news in showing that it could hit the shelves via other distributors/manufacturers quite quickly too, presumably.

[Cannibal]

Phew - I didn't get told off by Simla!

Yep - a mainstream product at last. This is where the volume market is!

[simla]

Very good. Yes, could be the start of a big market, Cannibal. Interesting that they are pushing the "protection" message, leaving the fresh breath chewing gum market open at this point.

[Cannibal]

An interesting article here - http://www.f09a03t05.info/index.html
We are a team of eight Boston University School of Management students, working to develop a new product idea. When looking at snack foods sold for kids, we found a huge need for snacks that combine the vitamins and nutrients you need for your kids with the great taste that your kids actually want to eat. So, we decided to combine our talents and interests to create a frozen pop that both you and your kids will love.

Check out how Mighty Ice can help your kids build strong bones, fight sickness, and protect their teeth:

"K12 could be found in 2% of the population, and that these lucky people rarely became ill"

“The new…M18 product is targeted at the prevention of tooth decay….”

“Xylitol is a naturally occurring, low-calorie sugar substitute….xylitol can reduce the occurrence of dental caries in young children..."

“Significant reduction in plaque score for those who took S. salivarius strain”

"...a significantly lower percentage of schoolchildren suffered from a bacterial throat infection (“Strep throat”) if they naturally harboured BLIS-producing bacteria in their mouth."


Have a look through the site - it is interesting.
It shows that the Blis message is a good one and it is getting out there across the board.

This line is hidden away...
Disclaimer: This website is a part of a class project and does not describe an actual product offering.

[tango]

Blis sounds like an interesting company. The part I'm not clear on is what exactly are they patenting? They can't patent a natural strain of bacteria so they must have some unique method of extraction or processing? If not, then the competitors can launch the same product, and if they have bigger pockets they can do better.

I tried looking at the NZ patent applications but I didn't understand what exactly was being patented. Does anyone know?

[tango]

I found a US patent application here

http://patft.uspto.gov/netacgi/nph-P...&RS=PN/7595041

I still wonder how difficult it would be for someone else to also extract the S. salivarius strain and create competing products that BLIS would not be able to protect against.