Good Natured Products Inc V.GDNP.H

Why day to day price action doesn't bother me. Q1 MDA:

[dileas48s]

Snipped from the just release MDA:

"Although there are a growing number of direct and indirect competitors vying for lucrative "sustainable" dollars, in management's view, the sustainable goods industry remains fragmented. Without a clear leader good natured® believes it is well-positioned to solidify a leadership position in this high-growth industry based on its unique combination of core competencies, product assortment and customer mix. In particular, the Company believes the following are key to its competitive advantage:

• Offering a leading assortment of plant-based packaging, products and industrial supplies across multiple industry segments;
• a retail-oriented sales strategy by business groups and market segments to enhance customer acquisition, frequency and cross selling;
• unique and defensible ingredient sourcing agreements;
• proprietary, patented and/or patent pending designs;
• processing trade secrets and know-how; • exclusive and highly scalable supply chain agreements; • competitive product and packaging pricing;
• a flexible mix of outsourced/in-house manufacturing; and • consumer-oriented, trademarked brand and market positioning.

At this stage, the Company views its primary competitors to be the incumbent petroleum and synthetic chemical based companies that are producing, distributing, marketing, and/or selling petroleum products within the Corporation's current business groups, product category/market segments, and customer segments."

[doggy123]

GDNP should release some cross selling activities........they are a sort of contract..........why keep this inside the company.............release to public to attract new shareholders...........if one small cross contract is to small to release well wait till there is few and release it at the same time in one press release...................volume sxxck...........

[gasguy63]

i would think these guys might also qualify as a "primary coimpetitor". https://www.footprintus.com/news/media-mention/footprint-selected-as-a-2021-cnbc-top-50-disruptor/ Good news is large TAM, lots of room to compete and these US players bring more attention and technology to the industry.

[dileas48s]

I would say the other good news is that Footprintus appears to be focused on the fiber vertical only. There's definitely lots of space in our market for both companies. I think Footprintus is a potential acquirer of us down the road.

[gasguy63]

i totally agree, so i started a position last week.  Now its all about execution.  Cheers