PAZ Pharma Zen

[percy]

Has anyone looked into the impact of the convertible notes converting to shares? In particular the impact on EPS?

Yes.
Incredible that for mostly the modest amount of shares that will be issued PAZ will have been able to triple their production capacity.
I think this was covered here over a year ago,when Cibus were first introduced to us..
Also PAZ have been using the same Chinese equipment manufacturers for over 20 years.A great working relationship,which means PAZ get the very latest state of the art equipment.And the bonus is it all this Chinese sourced equipment costs 30% less than NZ equipment.This helps return on capital.
I believe few firms have gone ahead with their capital plans in this sector, because of the issues caused by Covid.
This with mean PAZ will be ahead of the field,when the additional two new factories at Rolleston are up and running..

[petty]

AGM details.
https://usx.co.nz/uploads/paperclip/...pdf?1651189668

Fingers crossed the SHA makes a valuable and insightful contribution this year. Excited to hear about what opportunities lie ahead this year

[percy]

The odd time on this thread I have mentioned PAZ director Dr.Wayne Burt.
The following is from PAZ's Notice of AGM.

Dr Wayne Burt
BA (Hons) PhD (Economics) - University of Otago 1984
PGD Applied Finance - Securities Institute Australia 1986
PMD - Harvard Business School 1992
New Zealand expatriate investor based in Europe. Principal of Lotus Capital Partners Limited; venture
capital investment and advisory business founded in 1995.
Director PharmaZen Limited, since 2009; NZ based innovative developer, manufacturer and marketer
of science based, natural nutritional products. Provided 20 percent of IPO funding in 2001 and has
continued to invest over recent years.
1984-1994 Director of Deutsche Bank Australia Limited - Head of Equity Capital Markets and
previously ECM Divisional Director of Macquarie Bank Limited.
Founder Northern and Southern Television companies 1995; merged with Liberty Global to become
Austar United Communications which became Australia’s second largest pay-TV network with 765,000
regional subscribers - acquired in 2011 by Foxtel for $A2.5billion.
Strategic investor and adviser in the buyout from Heinz Foods of Weight Watchers International and
the subsequent IPO of Weight Watchers on the NYSE 2001.
Co-founder of A2 Milk Company Limited 2000; provided all initial venture capital; Director first ten
years; reached peak market capitalisation circa NZ$14bill – then NZ’s second largest company.
Lead Investor in CPE Investments LP, a US based private equity fund - invests in companies that
develop and commercialise energy efficient technologies; including major shareholdings in Calnetix
Technologies, Upwing Energy, Sapphire Technologies and Riskspan.
Substantial shareholder in Inside Out Nutritional Goods Limited, Australia’s leading plant milk
developer, manufacturer and marketer and shareholder in several other natural food and beverage
companies, including Lavit Life and Fluid Screen

[davflaws]

I feel much better about my 20k @84c.

[percy]

As I still have a cough from recently catching Covid, I will not be attending Friday's agm.
Looking forward to watching it online.

[whatsup]

As I still have a cough from recently catching Covid, I will not be attending Friday's agm.
Looking forward to watching it online.

Percy, What r we expecting ?

[percy]

Percy, What r we expecting ?

An interesting presentation from the MD.
An update on the logistics issues,and when the build of the 2nd factory at Rolleston will start.

[couta1]

Sounds like the foundations are being laid for a very exciting sustainable future for the patient here.

[whatsup]

Top table, well done for a comprehensive thorough and very informative AGM, I look ahead to a personal visit to next years AGM, imo PAZ with its top level management has a most exciting future, well done Percy for keeping us all updated with your comments, please keep it up !!

[percy]

Thanks Couta1 and whatsup for your positive comments.
Craig MacIntosh always gives an interesting presentation.
First time I have heard COO Tony Wise present.Again an interesting presentation.
Also I was please Dr.Wayne Burt spoke via the web.
Think every one is looking forward to next year's agm,,when everything will be a lot further down the track.