Else Nutrition Holdings Inc T.BABY.WT.A

Ugh

[Lineage]

These are not good results at all...waiting to hear how their infant products are doing in Australia.  If they even mention something...they better..

I feel like this Q2 was asupposed to be a pivotal moment for this company and I'm not sure it's enough to keep them going.  So disappointed

[doggy123]

Below $3 M again ugly Q2 ..............single digit shares is not far away...they need to raise more money pretty soon......goodbye will see you guys in the fourth Q............going to sell the rest of my shares...good luck to the one who hold this criminal stock going forward

[phate88]

Hey, new here but felt the need to register after feeling the same frustration - again. I was hoping that Q2 could be a turning point and looking at COGs and GP it somehow is. But overall, especially given the unfortunate cash development, I am left disappointed too. I can only hope that SOMETHING about Danone or any other frickin partner will be shared. Because otherwise, I also believe that we

[leclad5]

Why UGH? Who says it has to be over 3 mill? Substantial increases in revenue. Cutting costs and sales are increasing. I am not happy with the current share price either but outlook and update are somewhat comforting. I agree we need a Danone update but I feel like maybe it's not happening. Maybe a good thing. 

[phate88]

Fair enough, there ARE positive things in this update. But if you think that the Danone deal wouldn't be a good thing, what's your view on the cash burn that we've been seeing for years (?) now which has led to repetitive need for external money and resulting dillusion.  Is that a sustainable scenario in your view? I am highly sceptical... 

[PaperBoi222]

Thanks for a nothing burger post  Bankrupt?   Haha  that's not realistic thinking....  Get serious please  their patients are worth more then the SP. They hold something  their competitors don't have... For this reason major cash has been invested by shareholders who hold millions of shares of Baby. I like the Financials and the improvement of cost

[phate88]

Also fair points, less condescending tone would be nice though ;) So, your valuation is mainly about the patents and not the actual biz which is about producing and selling products? I do value the patents very highly too. As a shareholder though, there is no transparency about all of that including the Danone deal which was communicated hugely but nothing has been shared afterwards.  I

[majortom75]

I can't speak for PB but I agree with him. These results represent not a discontinuity or abrupt turnaround in revenue or other metrics but a clear inflection point. The results suggest growing traction with increasing sales over a more  reasonable time horizon of 12-24 months.  I will only be selling above 0.30/sh but won't be adding any until the adult drinks launch or the

[phate88]

Understand where you're coming from but you're commenting on sales and trends which is what I prefer to look at rather then patent holdings. PB on the other hand was kind of suggesting that patents are the backbone of the company - at least that is what I took from it. Sure, there is a positive trend but all of you seem to ignore the cash burn issue which - for me - is overlaying the

[majortom75]

Welcome aboard! Glad to have you here :) Another decently active Else forum is at "ceo.ca/baby" ... I follow both but am a more active contributor here. My take on the patents is that they are only valuable if 1) they provide a moat while you execute on the plan or 2) you are trying to monetize them by selling, licensing, or litigating infringers. If you can do both, great! My money

[phate88]

Thank you :)  Seems like we have the same investment thesis on this one as I still hope the company can execute itself - even though I must admit, it's taking them longer then I was hoping haha Danone would be a great second stream with regards to licensing as well as communication for the stock (price). I already feel better listening to you guys though, happy to keep waiting together