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Nov2015-8k-10k-units-per-month-Try&Tell-$4-or-720-hour-$30-device
Listened again to: http://smallcapvoice.com/blog/11-25-15-smallcapvoice-interview-with-bioelectronics-corp-biel/
Questionable aspect is that the COB did not clarify if the number was the Try & Tell $4 product or the full 720 hour $30 product
This fact could result in your estimates being significantly over actual's.
My understanding is Try&Tell is really what can be termed "Sweeping the floor" where company has older "previous generation" product inventory and utilizes a marketing campaign to move the product through available channels. Well done from a strategy perspective, old product not selling, so "nearly" give it away in hopes will produce repeat buyer for current generation product. Surprising this is not showing on financial statements, could explain why more revenue but less profits in most recent financial statement and why data indicated loosing money on each product sold.
Have submitted question to company to determine if they are willing to clarify number of products being sold through how many channels.
COB did state that in UK alone:
~1900 stores
Boots to be adding +500
~2400 stores in UK "soon."
Do-you-have-a-quoted-statement-channel-sell-through
May have missed those details, too bad not in writing from the company.
You have anything you can reference in writing from the company?
Yes-we-know-PR'd-channels-we-dont-know-how-much-sell-through-is-occurring
Suggest inquiring with the company of how many products are being sold, we can move on from how many sales channels exist, thats been established.
We need to know how much product is being moved through these PR'd channels
Well-stated-and-compelling-points
Ok-provide-total-volumes-to-date-or-some-metric-that-is-quantifiable
Something that allows investors to not speculate and forecast future earnings potentials
Yet provides channels with the non-disclosure that is expected.
Good-enough-rationalization-Company-should-be-removing-assumptions
Would not dispute your rationalization, the challenge are the assumptions that ideally the company would provide transparency and remove the assumptions.
When company sends out a PR about initial orders from X,Y,Z channel, without a order volume associated to the PR, then leaves investors to speculate and as near as can tell that is intentional.
Have asked company for data on what the initial order product counts or volumes are and they are unwilling to share. Why not share if positive news?
Yes-agreed-invest-to-the-degree-you-believe otherwise be ready to loose what could be everything invested.
Point is, pumping is not viable any longer, decisions should reflect factual data, not hope & dreams.
A/S increasing is factual data the company cannot hide behind vague PR's. It is a market imposed transparency, too bad there is not more transparency imposed.
share-count-is-incredibly-important-forcasts-company-intentions
This is a data point the company cannot legally hide and thus provides investors insights to the direction the company is taking.
At this point the interpretation of another 25-30% increase is the company has ZERO confidence in being profitable in the near future. That being 3-6 months out.
All the PR's regarding new channels/stores means nothing without sell-through data, how many items are being sold through these PR'd channels.
Given the company continues to increase AS, that infers the company has ZERO confidence the sell through in these PR'd channels has any chance of delivering profitability.
More A/S --> Interpretation --> "Keep Toxic-Dilution."
Given-your-belief-why-not-invest-eveything-you-have
Your belief will be returned 10X accordingly.
Invest-everything-you-have-if-you-really-beleieve-that!
LMAO-15B-AS-Shows-Company-has-ZERO-Confidence-in-profitability
For all those "speculating" profitability is within reach.
The fact the CEO is amending from 11B to 15B should be factual data that this CEO "The Company" has ZERO confidence in being able to be profitable, likely ever at this rate.
Beginning to see the light that this is clearly a Pump & Dump "SCAM"
Toxic-dilution-almost-common-information-weighs-on-speculative-bounce-to-reach-$1B-market-cap.
Would be a great holiday/new-year surprise if clearance and speculative bounce, but kinda a doubting Thomas.
Up-10,000%-is-not-possible-near-term
Current price * 100X --> 10,000%
0.001 * 100 ==> 0.10 --> 10,000%
OS*PPS "Ten Billion" 10,000,000,000 * 0.10 --> $1,000,000,000.00
That would value the company at 1 Billion market cap.
Not sure time horizons in the statement, not likely near term.
Soon being 1 year or less.
Company might be worth "swag market cap" $250M with FDA Clearance.
No-Company-Provided-Financial-Information-that-can-extrapolate-to-Profitable-Q1
RE: ...."Profitable next quarter umm 3 weeks away!!"...
$10M_x_200-->$2B_thats_why_not_like_VNDA
VNDA went from $0.50 to $10.0, which is 200X
So, if BIEL did the same thing, the Market Cap
would need to go from $10M * 200 --> $2B
Not likely.
VNDA-only-has-45M-Outstanding-Shares-Toxic-Dilution-killed-BIEL's-Potential
VNDA is not a good reference......
10B Outstanding-Shares versus 45M Outstanding-Shares is different solar systems.
As well VNDA was never sub penny stock.
0.50 to 10.0 is like BIEL going from 0.001 to 0.20, which is still great, but not likely feasible with the 10B OS for BIEL.
Toxic Dilution has killed BIEL's potential to reward the investor.
Prefer-written-correspondence-avoid-sales-pitch-pump
Have listened to Andy to the degree that impressions are solidified
Focus is on the business, not the individual, prefer to let Andy speak through the business results and in this case legitimate financial forecasting
You-assume-have-not-contacted-company
There is an unwillingness on the part of the company to share transparency unless shared with all investors.
Can share the written response from Paul if that will help.
That is why lobbying with community of investors to request/acknowledge the company can be more transparent and the details necessary to avoid speculation are not being shared
says-speculation-prefer-for-company-to-make-those-types-forcasts
Suggest requesting company to provide greater transparency to the financial released and provide the type of forecasting that is being speculated in the post.
This type of geee-whiz-bang speculation is exactly what the company currently relies on to enable the toxic dilution scheme
When the company forecasts profits in the financials, then and only then should we become a believer. Because at that point the company is liable for its statements, right now they are riding the edge based on amateurish speculation.
Agreed-Toxic-Dilution-dissuades-any-Institutional-Investors
Where Toxic dilution includes the IBEX financing.
Struggle with if this is a Pump&Dump or viable business.
As near as can tell, leveraging Pump&Dump to finance potential business model, very difficult to determine integrity of company leadership.
Company needs to provide greater transparency and the fact pertinent details are not readily/openly shared and discussed is what keeps this investment on the razor edge between scam and valid business.
Company-released-Q3-Financials-Revenues-do-reflect-increased-sales
Challenge is expenses are exceeding revenues, thus no profits or any feasible projections of profitability from the company released data.
www.bielcorp.com/biel/wp-content/uploads/2012/05/BioElectronics-BIEL-OTC-Financials-Q3-2015.pdf
================== Sales === Expenses
September 30, 2015 --> 499,869 === 892,843
September 30, 2014 --> 231,174 === 616,962
========== Delta: --> 268K ===== 276K
Sales increase: 268K
Expenses increase: 276K
278/268 --> 1.037 which suggests sales are costing the company 103.7% of revenue those sales generate.
Nice-available-now-retail-www.shopatshowcasecanada-$39.99
http://www.shopatshowcasecanada.com/pages/search-results?q=actipatch&p=1
Good to see confirmation from same stores that product is available on day of PR being sent out.
Well done BIEL.
Suggest-you-evaluate-details-in-article-no-false-data-presented
www.hotstocked.com/article/92165/bioelectronic-corp-otcmkts-biel-is-on-the-verge.html
For the record, thinking it is 19 billion in addition to what is already floated.
-->
Related to BIEL parties, mainly IBEX LLC, whose director is the daughter of BIEL's president, own millions in convertible notes that if converted entirely it will result in the issuance of another 19 billion shares
<--
Fair-Analysis--On-The-Verge-Of-The-Triple-Zeros-issuance-of-another 19-billion-shares
www.hotstocked.com/article/92165/bioelectronic-corp-otcmkts-biel-is-on-the-verge.html
"There is much more for investors to worry about though."
"As we have been warning you continuously in our articles the company has been diluting its common shares severely."
"...mainly IBEX LLC...whose director is the daughter of BIEL's president, own millions in convertible notes that if converted entirely it will result in the issuance of another 19 billion shares."
PPS-gains-not-based-on-Profitability-based-on-Speculation
Agree with the comments if premised on Investor potential gains not being contingent on profitability.
Any upside is heavily weighted based on Speculative investing and the potential returns are significant. Easily 3-5X.
However, the same speculation can be applied to the PPS going to zero.
My hopes are with a "FDA Clearance" speculation PPS bounce of 10X, maybe higher.
No-Company-Provided-Data-Supports-Biel-is-going-to-be-a-profitable
There is no data released from company that supports profitability near or long term
Unable-to-extrapolate-the-correlation-increase-sales-infers-increase-cost-of-goods
Sorry, limited ability to respond, given restricted number of posts allowed.
Using the same "general accounting principles", struggling to explain
inability to perform expected correlations.
IE: Increase items sold should equate to increase cost of goods sold.
If cost of sales is based on increasing items sold then should correlate to increasing cost of goods sold.....
How do we explain Cost of Goods Sold being flat/decreasing, yet Sales increasing?
....................... Q3-2015 ... Q3-2014
Sales ............... $499k ..... $231k ..... 216% ...... 2X increase
Cost of Goods .. $180k ..... $181k ..... (0.01%) .... Flat
This is example of where company needs to provide greater transparency to reduce speculation
and increase investor confidence.
Would also be interested in the "quadruple your sales as being forecast by increased retail outlets"
Have not seen the data from the Company that suggest revenues are expected to increase 4X
If this were expected then would have expected the company to have provided similar forecast.
Again an example of lack of transparency from the company leads investors to resort to speculation.
What-Company-Released-data-supports-this-extrapolation
Reference-actual-line-items-from-Q3-financials to support your commentary.
Else, unable to follow the rational.
Show-the-Math-to-get-to-$7M-Based-on-Company-Released-Data
Zero-BS-Just-Due-Diligence-with-Zero-Speculation
As mentioned show any data from the company that supports profitability near term
As well show any data from the company that stipulates how many items are being sold into the PR'd sales channels
How-do-you-know-expenses-are-fixed-at-$800k
Show-Company-Data-that-supports-Profitability-at-any-sales-volume
Would agree if there was company released data to support any near term profitability extrapolations
Need-Company-Transparency-Costs-Expenses
We can speculate on what is driving expenses to exceed revenue.
At the end of the day a viable business model has to produce more revenue than expenses.
Company released data does not support 2 common speculative comments:
o Q1 Profitability
--> No data released from company substantiates this speculation
o Additional Channels implies proportional growth in sales
--> Company has released no information on the number of items sold into these new channels, so we are unable to extrapolate revenue impact
No data exists that suggest N channels can be extrapolated into M sales.
Fact-based-on-Company-released-data-shows-loosing-3.7%-on-sales
================== Sales === Expenses
September 30, 2015 --> 499,869 === 892,843
September 30, 2014 --> 231,174 === 616,962
========== Delta: --> 268K ===== 276K
Sales increase: 268K
Expenses increase: 276K
278/268 --> 1.037 which suggests sales are costing the company 103.7% of revenue those sales generate.
Just-the-Facts-or-Data-Hyperbole-is-not-necessary
Would love to see the company present any data that helps legitimize the business model
Company-released-financials-do-not-substantiate-Profitability-statements
Would love to see company release numbers that help support any statements regarding near term profitability. Near term for this context being 6 months to 1 year out.
Identify-any-Company-released-financial-numbers-that-extrapolate-to-Q1-profitable
No-data-supports-Q1-profitable-statements
Educate me, From the Q3 reports identify variable and fixed costs that extrapolate to Q1 profitable at any volumes?
Q3-Company-Financials-reported-does-not-support-view-of-Q1-Proitable Loosing 3.7% on each item sold.