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dydo

Else Nutrition Holdings Inc. (BABYF)

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8 hours ago, Dom said:

Hey there! love your inputs and updates, many thanks. quick question. now that they are listed in germany, do you see a risk that else delists in canada?

Based on the interview with the CEO, The Frankfurt listing is in the direct interest to address European market. She said France is an objective for distribution by H&H. If you recall H&H acquired rights for China, France and Italy and other locations. I think Australia as well. Biostime is their brand. I think they will do awesome job distributing Else product.

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Fabulous product well needed sky is the limit the world is going green BYND lead the way so now its legit. This company will fly. Plus Israelis are cutting edge when it comes to this stuff 

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59 minutes ago, dydo said:

Pretty powerful pullback, 6 days of straight up, no surprise.

Love this pullback. Got in at 2 CAD

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3 hours ago, tupapa said:

Love this pullback. Got in at 2 CAD

A bit mad out there today. Over 5M shares traded on both sides of the border. 10% down. Reality check stock is up 93% since I wrote about. It was coming but nobody knew when.

There is a shift in the base and selling indicates some folks had enough of holding. There were as many buyers. I think an update on sampling orders would have done well today, but samples seem to go out only next week. The news is also due next week. It could be samples but I hope it is more. I think we are on pause. Still next two days should be green, in my opinion.

GLA

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@CallmeD

I was asking about the CEDAR, because I was curious about the warrants. I noticed a large amount of warrants, but did not get to the part actually but recently. They are not cash warrants meaning that many shares will be issued to owners. That 131M amount of shares includes them but there is no money for them. I learn this is actual listing transaction where owners wanted to avoid taxes, so they split their original stake into shares and warrants.

Like the performance goals including revenue and seeing $60M is really exciting. Finally big chunk is infant formula, which requires FDA approval, trial etc. SO owners chose to show performance criteria before they got half of their initial stake. That is great.

Warrants as of December 31, 2019

On June 12, 2019, the Company granted 31,801,492 warrants to key persons and founders (“Key Person Warrant”). Each Key Person Warrant entitles the holder to receive a common share of the Company at nominal price of $0.0001 per share which is exercisable for a period of three years following the achievement of following exercise events:•32.3% exercisable upon receipt of either: (A) FDA or equivalent regulatory approval in the U.S. or (B) any other equivalent regulatory approval in any other primary large market (including any of the markets in European Union, UK, Canada, Australia, Japan, or China) permitting a product based on the intellectual property pertaining to a plant-based, non-dairy formulation to be sold or marketed as an infant formula (up to 12 months of age) or baby formula;•17.3% exercisable upon the Company, together with its affiliates, generating $10M in top line revenue on a consolidated basis achieved in any consecutive 12-month period;•25.2% of the Else Key Person Warrants will be exercisable upon the Company, together with its affiliates, generating $20M in top line revenue on a consolidated basis achieved in any consecutive 12-month period; and•25.2% of the Else Key Person Warrants will be exercisable upon the Company, together with its affiliates, generating $60M in top line revenue on a consolidated basis achieved in any consecutive 12-month period. Any unvested Key Person Warrants automatically expire on June12, 2024 if the above exercise events have not occurred. As of the date of this MD&A, no Key Person Warrants have vested

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Grabbed some more today.

Robert, in your SA article you mention 7 USD as the price target. are you exiting your position there or do you plan on holding it further?

 

 

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44 minutes ago, tupapa said:

Grabbed some more today.

Robert, in your SA article you mention 7 USD as the price target. are you exiting your position there or do you plan on holding it further?

 

 

I have not specific plans. There is so much needed to reach 7, that speaking about this as a target in mind is not value- added. for start $100M in sales. It was an example of course to illustrate the potential. The company is holding all pieces. News, progress measure will drive the price and my ability to evaluate. I hope this helps.

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2 hours ago, dydo said:

I have not specific plans. There is so much needed to reach 7, that speaking about this as a target in mind is not value- added. for start $100M in sales. It was an example of course to illustrate the potential. The company is holding all pieces. News, progress measure will drive the price and my ability to evaluate. I hope this helps.

Thank you my friend. I look forward to following their progress together.

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Thank you for your contribtuions, sir. I will be donating and remaining in the membership.  I first came to this web site through a comment made by a fellow investor in Bloom Energy (BE).   Would you be interested in developing a forum on this company, BE ?    

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11 minutes ago, ghouston said:

Thank you for your contribtuions, sir. I will be donating and remaining in the membership.  I first came to this web site through a comment made by a fellow investor in Bloom Energy (BE).   Would you be interested in developing a forum on this company, BE ?    

Hi there, I created the forum. If you are interested in providing the content, go ahead.

 

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Expecting news release next week, nicely consolidating around $1.50 US, good base for some stronger runs after the news.

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