NeutriSci International Inc V.NU.H

PRC Partners update, mentions initial order

[CanadianShark]

https://www.prc-partners.com/post/tabletz-the-light-at-the-end-of-the-tunnel

[ThatBigGinger]

Surprise surpride, Covid impacting operations at all levels... Who'd have thought. Hopefully masa executes better than Glen...all signs pointing to a great next 6 months..i really wanted to pull some cash by now but alas, we wait

[Edcando]

And while we are all tired of hearing about delays due to covid , one look at social media this am had supply chain issue stories all over it.  While I have no need to fuel brads bromance fantasies I am confused a little by the comment hopefully masa can execute better than Glen. I already suspected this , but today's PRC update shows the Tabletz delays have been at least as much on their

[ThatBigGinger]

But the price just keeps tanking. I swear it's the only stock you see consistent good news with consistent red days... Wtf

[Edcando]

Lol I just said this to someone . It is what it is.  Execution and definitive revs will give us the gains we deserve here. 

[ThatBigGinger]

Seeming like q4 is going to have multiple sources of decently sized revenue. Hopefully our tides turn there. Plenty of gunpowder loaded, just need ignition

[ThatBigGinger]

Michigan getting gunnies and marbl melts, Washington to come online within 45 days, deal finalized in oklahoma. Neuenergy retail distribution starting again. Tabletz making moves for more deala in Japan, and potentially Australia and South Korea. All on top of the multi million dollar initial order. If you are panicking just reread the above blurb. Potential out the ying yang. I'm getting paid

[CaptainCrunchy]

The way the share pricebia going, buying more should pay like robbing a bank. I hope the revs in q4 and yearly fins move share price up, kind of losing patience to see some result. Even if it is not the multi millions we expected this years, it should still be by a large margin the biggest years revs we have ever had and show a pretty huge year over year growth.

[CaptainCrunchy]

I got the impression Masa was changing his approach, he used to talk a big game about big and fast gain in market share when the tabletz product was developed and now quite the opposite. Perhaps he is frustrated with being able to get large retailers on board. He is refining his approach, building a market in different ways, adapting the strategy. While I wanted to see those millions for NU sooner

[Edcando]

Well the ability to pivot is essential for success in business. And he's not necessarily wrong. Premium shelf space is hard to get anywhere (japan especially).  We don't want what happened with Neuenergy the first time in Canada to happen with Tabletz .  As long as we see increasing tineliness /communication and growing revs/sales we'll do just fine here . 

[lscfa]

So the multi-million dollar order is for a slow roll-out, not a blitz. Suggests with success future orders could be much larger.   Masa said that all the brands that have been pushed hard through initial marketing campaigns in Japan have all failed within a few months, 

[lscfa]

Sour grape looks like a winning flavour.  

[CaptainCrunchy]

Like the flavors I wouldn't assume next orders would be larger, worried even that next order will come in soon after. He said he would not have even been able to sell the initial if it was already sent. The new adapted approach to slower roll out does not implying larger or fast reorders, but I do think it is a sound approach and will work over time.

[Edcando]

Of course orders will get larger . Even the initial order could only service about 5k locations for a Q at only about 15 sticks a week per location. 10k locations at only 7.5 sticks. What happens when locations are selling 3-5 sticks a day?  We need only execution and repeat sales. I get the frustration , but when people focus only on the most negative possibilities of everything I'm