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21-04-2020, 09:18 PM
#611
Originally Posted by airedale
Thanks Percy
Just going to give you another link.
https://www.aioranz.com/product/joint-health/
Last edited by percy; 21-04-2020 at 09:21 PM.
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21-04-2020, 10:00 PM
#612
Originally Posted by Mr Slothbear
The article has a link back to the original purchase of Enzaq, and the key of green-lipped mussels is supply - that is why the owners sold to Sanford. Sanford obviously have capital and expanded the Enzaq business already.
There are other companies like Aroma doing (freeze-dried) mussel powder and other marine products. They have their own raw material supply.
Given the situation in the Sounds, and basically no expansion of mussel farming, then supply seems to be the key for that particular product.
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21-04-2020, 10:05 PM
#613
PAZ have told me they have no supply problems with mussels,kiwi fruit , blackcurrants,or any other product.
Last edited by percy; 21-04-2020 at 10:07 PM.
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22-04-2020, 08:11 AM
#614
Originally Posted by percy
Yes a good fit for Sanford.I see a bright future for both companies in this sector.
You will note PAZ's product range includes "
Greenshell mussel oil.
Greenshell mussel powder,
Shark cartilage powder.
Krill oil.
So about the same capabilities as Sanford's plant.
However PAZ also do;
bone products.
Freeze drying.
Blackcurrant extract.
Kiwifruit powder.
In fact PAZ can extract/freeze dry/grind etc from any animal,fruit or vegetable...
Love watching PAZ quotes on unlisted.
Currently there is a seller of 60,000 at 26 cents.
Buyers are lining up;
50,000 at 25
100,000 at 25
100,000 at 25.1
20,000 at 25.2
20,000 at 25.5.
Update.
Some astute buyer went ahead of all the bidders and brought the 60,000 at 26 cents..
Maybe it was Mrs Percy being quick and astute while she saw you typing this long email :-)
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22-04-2020, 08:19 AM
#615
Originally Posted by percy
PAZ have told me they have no supply problems with mussels,kiwi fruit , blackcurrants,or any other product.
Thanks Percy. I guess for companies like Sanford/Enzaq mussels are 100% of their business where for PAZ they have a suite of products and more diversified.
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22-04-2020, 08:59 AM
#616
Originally Posted by Sideshow Bob
Thanks Percy. I guess for companies like Sanford/Enzaq mussels are 100% of their business where for PAZ they have a suite of products and more diversified.
They have never had an issue with mussels.I think there was a shortage a couple of years ago.I spoke to PAZ's CEO at the time,and he told me they were sourcing all they required ,no problem.
Not an issue but while they had their existing extraction plant tied up doing marine oil,and were waiting to get their second plant up and running, they had to freeze blackcurrants,until the plant was ready.
Extraction produced products are very high margin for them.
Basically all the new plant takes them from being commodity producer up to; GMP[good manufacturing practice] certification-Approved to manufacture an " Active pharmaceutical ingredient" under ""Licence to manufacture medicines"" authorised by Medsafe [New Zealand medicines and medical devices safety authority."
So gone from commodity to pharmaceutical,from the lowest to the highest.All the way up the chain the margins increase dramactically.
Iceman.No was not her,although a year or two ago, when she found out I had twice as many as her, there was trouble in the camp,therefore since then I have only been allowed to add to her holding..lol.
Last edited by percy; 22-04-2020 at 09:21 AM.
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22-04-2020, 12:14 PM
#617
Maybe when Sea Dragon goes belly up PAZ can buy their assets.
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22-04-2020, 01:03 PM
#618
Originally Posted by Arthur
Maybe when Sea Dragon goes belly up PAZ can buy their assets.
IMHO, There will be none they are well mortgaged .
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22-04-2020, 02:20 PM
#619
Originally Posted by percy
They have never had an issue with mussels.I think there was a shortage a couple of years ago.I spoke to PAZ's CEO at the time,and he told me they were sourcing all they required ,no problem.
Not an issue but while they had their existing extraction plant tied up doing marine oil,and were waiting to get their second plant up and running, they had to freeze blackcurrants,until the plant was ready.
Extraction produced products are very high margin for them.
Basically all the new plant takes them from being commodity producer up to; GMP[good manufacturing practice] certification-Approved to manufacture an " Active pharmaceutical ingredient" under ""Licence to manufacture medicines"" authorised by Medsafe [New Zealand medicines and medical devices safety authority."
So gone from commodity to pharmaceutical,from the lowest to the highest.All the way up the chain the margins increase dramactically.
Iceman.No was not her,although a year or two ago, when she found out I had twice as many as her, there was trouble in the camp,therefore since then I have only been allowed to add to her holding..lol.
Can't help wondering if they grind up Deer's antlers whether that might put some more lead in one's pencil, and if so that could be a strong seller
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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22-04-2020, 02:57 PM
#620
Originally Posted by Beagle
Can't help wondering if they grind up Deer's antlers whether that might put some more lead in one's pencil, and if so that could be a strong seller
Great idea.
Would send the share price over $5.00.
Bring it on.or should that be bring it up.?.!..lol.
Worth a mention at the agm.
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