PAZ Pharma Zen

[Beagle]

Many claim that a dog becomes part of the family and I endorse that feeling 100% but I doubt many parents would give their kids treats that cost $48 a kilo so this Ziwi stuff is obviously next level !! Maybe owners think their dog's are better and more valuable than their kids...I couldn't agree more

P.S. I think its really sad that Ziwi is going to be sold overseas. Think about it, who wouldn't be keen to buy into a pet food business which a huge and growing brand name on a historical PE of 20 when they're about to double production from a massive new facility in less than 12 months time !
I'd certainly put my hand up for a meaningful stake on those metrics and with that sort of growth imminent !

PAZ used to be on a PE of 20 and those that bought on that metric certainly have done extremely well.

[Sideshow Bob]

Many claim that a dog becomes part of the family and I endorse that feeling 100% but I doubt many parents would give their kids treats that cost $48 a kilo so this Ziwi stuff is obviously next level !! Maybe owners think their dog's are better and more valuable than their kids...I couldn't agree more

P.S. I think its really sad that Ziwi is going to be sold overseas. Think about it, who wouldn't be keen to buy into a pet food business which a huge and growing brand name on a historical PE of 20 when they're about to double production from a massive new facility in less than 12 months time !
I'd certainly put my hand up for a meaningful stake on those metrics and with that sort of growth imminent !

PAZ used to be on a PE of 20 and those that bought on that metric certainly have done extremely well.

From what I heard from people within the industry and the sale price, likely on a PE of 30.

Clearly there are large demographics in various markets with the income and motivation to spend heavy on their pets. I am beyond asking what my wife spends on our pooch with the skin sensitive diet she is on. Big bag rolls up on the courier every 5 weeks.....

They haven't bought Ziwi just to do the status quo (buyers are private equity after all), and have the new factory coming online in Napier somethime soon. Have to remember that Ziwi been at it for a long time (like most overnight successes), had their ups and downs and expect have probably tipped a bit of money into it over the years.

There is alot of petfood companies that have been sold off to overseas interests - but Ziwi easily the biggest. Like K9 Natural (KKR) and Petfoods NZ, plus a few smaller ones. With K9 and Ziwi, they are buying the brands, and what is under this, along with the cashflow - wouldn't think a whole lot of tangible assets.

The positive aspect is that still looking to manufacture in NZ, and grow that business - which will take up more NZ raw material. Material that is currently exported to other markets, and loses that NZ identity, through the likes of Purina, Mars, Iams etc. Much of the traditional long-standing brands marketed in NZ have been overseas owned anyway, through Mars and Heinz.

PAZ is in another space, with treats. Would be difficult to do a large scale freeze-dried food, and treats a good place to start. I think has to be a brand in NZ in its own right, and not just a brand produced in NZ for China.

[Beagle]

Even on a PE of 30 with production set to double in the very near future and all the economies of scale of that production being from one site...seems very attractive to me. Soon to be a PE of less than 15 by the sounds of things. Really wish they had floated that on the NZX.

Honestly I don't think much of the packaging of OCA's new treats range. Needs to be much more bright and colorful and have pictures of super colorful and cute dog(s) on there. Couple of tri coloured Beagle's would be a good idea. Beagle's are America's most popular dog. Choose the right breed for your marketing and you get an instant leg up with the attractiveness of the product in customers eyes but it MUST be bright colors with super attractive and cute pets on the packaging ! If your target market is China find out what the most popular breed is there and change your packaging accordingly. (Some great marketing advice provided free of charge to PAZ directors).

[Sideshow Bob]

Honestly I don't think much of the packaging of OCA's new treats range.

Yeah great idea Beagle, put all the residents to work making treats for their favourite poochie!! Another income stream for OCA!

On a serious note, I've only seen what is here, but would definitely concur. Products | Department of Treats (do-treats.com)

[percy]

Yeah great idea Beagle, put all the residents to work making treats for their favourite poochie!! Another income stream for OCA!

On a serious note, I've only seen what is here, but would definitely concur. Products | Department of Treats (do-treats.com)

Department of Treats products look super exciting.

[percy]

Yeah great idea Beagle, put all the residents to work making treats for their favourite poochie!! Another income stream for OCA!

On a serious note, I've only seen what is here, but would definitely concur. Products | Department of Treats (do-treats.com)

After reading up about Department of Treats and getting very excited, I am very surprised no astute Sharetrader has not bought any PAZ shares this morning,and taken advantage of the window of opportunity available..
Perhaps everyone is like me,already over weighted .lol.