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Bullboard - Stock Discussion Forum Else Nutrition Holdings Inc T.BABY

Alternate Symbol(s):  BABYF | T.BABY.WT.A

Else Nutrition Holdings Inc is an Israel-based company active in field of food manufacturing. The Company focuses on research, development, manufacturing, marketing and sale of innovative plant-based food and nutrition products and also maintain feeding accessories products to infants and dried food snacks.

TSX:BABY - Post Discussion

Else Nutrition Holdings Inc > Email & Texts
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Post by Ltcguy2001 on Oct 01, 2024 4:25pm

Email & Texts

I am receiving emails and texts 2-3 times per week from Else offering discounts or how to eat healthy or healthy heart or support  World  Vegetarian Day.  I personally find it annoying.  It's gone from nothing to a full court press!  

I'm not sure I can take another 6 weeks of this just to hear what last Q's revenue and expenses were.

Q for major tom:  let's say hypothetically next 11-15-24 Else reports $3.7M in revenue with total expenses of $4.3M.

Do you see those types of numbers having a "significant" impact on our share price?  Significant, for me would get us back to the $0.25 range.  Is that even possible to think?

Comment by majortom75 on Oct 02, 2024 12:26pm
Revenues of 3.7M would be a 40% QoQ increase which I think is wildly optimistic. The Q1 to Q2 QoQ revenue increase was only 11%. I would not expect to see much more than 3M even, if that. I would prefer that you are right though :) I do expect the CoGs to be better with the changes in manufacturers but we may not see that yet. With the lower than expected sales, we aren't burning through the ...more  
Comment by Ltcguy2001 on Oct 02, 2024 2:01pm
Your early retirement hope was equal to my regular retirement hope.  Management's incompetence by knowingly using toxic financing and by blowing smoke up our patoots has taken my hope away. never average down and always ask for exact numbers. Possible Production of $300,000 a quarter is triple of $100,000 a Q. But both amounts equal failure. as always, your knowledge on the company' ...more  
Comment by Ltcguy2001 on Oct 02, 2024 7:35pm
Major Tom,  on May 21, 2024 I purchased a 4-pk kids chocolate for the price of shipping only.  It had an expiration date of 3-12-2025. I would think parents buying, are buying to use immediately or at the most in their next 30 days.  Are you saying that else's inventory is less than 90 days away from expiring?  If that's even close to being true, Else will Never be ...more  
Comment by majortom75 on Oct 03, 2024 1:09am
My concerns about expiring inventory is not so much about the finished and packaged products but rather their bulk powder and other inputs into the production process. I honestly don't think any of the big players will be interested until >100M in annual sales. Look at all of Danone's acquisitions in the last decade... Silk was huge. Most recent offer was for Lifeway and they are " ...more  
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