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  1. #2356
    always learning ... BlackPeter's Avatar
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    Quote Originally Posted by Chanchay View Post
    More trouble for Synlait. And again, more subpar communication.

    Munchkin fda approval for USA put on hold.

    https://www.nzx.com/announcements/334649

    Related to pokeno? Loss of production capability? Who knows.
    Quite considerate that they seem now to print the headlines of any bad news in bold pink. Makes them stand out of the crowd.
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  2. #2357
    Legend minimoke's Avatar
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    ..........
    Last edited by minimoke; 22-06-2019 at 10:58 AM. Reason: Deleted by Minimoke in response to STMOD censorship of posts

  3. #2358
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    Quote Originally Posted by minimoke View Post
    Just a reminder from 2017
    "He said the new timing will not have a material impact on Synlait's forecast volumes for the 2018 financial year. The company has previously said that significant manufactured volumes for the US market weren't expected until the 2018 financial year.
    Synlait is expanding in the US, the world's second-largest infant formula market, to diversify its earnings away from China, the world's largest market. The company has worked for two years with Munchkin on the new 'grass-fed' formula which aims to meet demand for natural products in a market where much of the milk comes from intensive, factory-style dairy farms. The product is poised to become only the second imported infant formula brand with US FDA registration.
    The company said today that the delay in the US launch has no impact on the strength of Munchkin's Grass Fed infant formula, which continues to steadily gain increased distribution in Australia and New Zealand."

    Probably best to alert the market now and not do a PEB
    Sorry minimoke, but what do you mean by a PEB?

  4. #2359
    Legend minimoke's Avatar
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    ..........
    Last edited by minimoke; 22-06-2019 at 10:58 AM. Reason: Deleted by Minimoke in response to STMOD censorship of posts

  5. #2360
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    Quote Originally Posted by minimoke View Post
    Promising year after year that American certification is just around thecorner, sucking up shareholder funds in the meantime, paying extravagant executive wages and never ever getting close (PEB = Pacific Edge Biotech)
    Ah yes, hope springs ever eternal in the hearts of both managers and investors. Only experience with lessons hard learned counteracts this (as you obviously have).

  6. #2361
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by minimoke View Post
    Promising year after year that American certification is just around thecorner, sucking up shareholder funds in the meantime, paying extravagant executive wages and never ever getting close (PEB = Pacific Edge Biotech)
    Who's getting milked, the cows or shareholders ?
    The optics of putting this certification process on hold look quite troubling. No progress on other certification processes in China either. Looking more like a fiasco almost every other day. Very pleased to be out.
    Last edited by Beagle; 17-05-2019 at 11:34 AM.
    No butts, hold no mutts, (unless they're the furry variety).

  7. #2362
    Legend minimoke's Avatar
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    ..........
    Last edited by minimoke; 22-06-2019 at 10:59 AM. Reason: Deleted by Minimoke in response to STMOD censorship of posts

  8. #2363
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    yes , I completed my full exit from this somewhat misleading company a couple of days ago. small loss , no worries.

    I believe that is now a hat trick of misinformation events so yeh agree - this ones gone from the portfolio and now relegated to the merely 'Curious' watchlist
    For clarity, nothing I say is advice....

  9. #2364
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    Leon on radio this morning

    Doesn’t seem too fazed about Munchin not proceeding in the USA

    https://www.rnz.co.nz/audio/player?audio_id=2018695776
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

  10. #2365
    Legend minimoke's Avatar
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    ..........
    Last edited by minimoke; 22-06-2019 at 10:59 AM. Reason: Deleted by Minimoke in response to STMOD censorship of posts

  11. #2366
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    I take it a cease and desist notice means they have to stop building ..doesn’t actually say what they have to stop doing

    http://nzx-prod-s7fsd7f98s.s3-websit...778/300164.pdf
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

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  12. #2367
    Legend minimoke's Avatar
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    ..........
    Last edited by minimoke; 22-06-2019 at 10:59 AM. Reason: Deleted by Minimoke in response to STMOD censorship of posts

  13. #2368
    Legend minimoke's Avatar
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    ..........
    Last edited by minimoke; 22-06-2019 at 10:56 AM. Reason: Deleted by Minimoke in response to STMOD censorship of posts

  14. #2369
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    Quote Originally Posted by minimoke View Post
    I give them until Thursday - On Friday an injunction will be filed in court. Given theres a Court of Appeal decision I dont see an injunction as a difficult thing to achieve so a relatively quick decision. There about a week and a half of building time left on the clock
    I agree that it is highly likely that an injunction will be sought and granted...unless of course the cease and desist letter was crafted to force Synliat to get around the table and talk about a meaningful settlement. Potentially very disruptive for Synlait and I for one don't think its been priced into the shares yet.
    No butts, hold no mutts, (unless they're the furry variety).

  15. #2370
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    Last edited by minimoke; 22-06-2019 at 10:57 AM. Reason: Deleted by Minimoke in response to STMOD censorship of posts

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