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Placed on 'public post' on Facebook ...
Healthy Baby Food products
Else Nutrition's FDA-approved, kosher-certified formula is organic and is made from almonds, tapioca and buckwheat so it's gluten-free.
- Else, Plant-Based Complete Nutrition for toddlers …
- The first ever certified baby cereal …
- Safe from heavy metal …
- Complete nutrition you can be confident about.
It's currently sold at Amazon, Thrive Market, Walmart.com and Kroger-owned online platforms.
It’s also present in more than 1,300 stores in US.
Making a Google search on ‘Else nutrition, the first line I read was: ‘30,000+ Healthy Products in Stock!?
I wonder how many can we produce per month? Could the reluctance of getting the market more aware of who we are and what we do be justified by our manfacturing capacity?
''predictable'' .. I must agree.
However, notwithstanding my total respect for the scientific capabilities of our CEO, i, with a 35 years of experience in marketing, would certainly hope she would respect those around her who can help in discipline she doesn't seem to care much about or understand.
There is a tremendous opportunity, our unique products are on shelves and online and we should be happy with sales of 1 or 2 millions.
I made one on Facebook (public) last week.
However, that will not replace whatsoever what the company should (must) do ...
I agree, however ...
Our CEO should be somewhat more communicating with his shareholders ... AND I DO NOT MEAN ISSUING BS PR's.
There is nothing wrong in telling the shareholders where we come from, where we really stand and what our plans are ... It called a CORPORATE UPDATE
Else Nutrition Raises Growth Guidance for Q2oQ1 to 25-38% Amidst the Baby Formula Shortage Crisis - 05/18/2022 7:00:00 AM
VANCOUVER, British Columbia, May 18, 2022 (GLOBE NEWSWIRE) -- ELSE NUTRITION HOLDINGS INC (BABY) (BABYF) (0YL.F) ("Else" or the "Company") the Plant-Based baby, toddler, and children nutrition company, today adjusted guidance for 2Q22 growth projection.
2Q22 Outlook: Else Nutrition expects revenues in the Second Quarter of 2022 to be in the range of $2M to $2.2M, representing a 25% to 38% increase over 1Q22. We are seeing robust preliminary results as a reflection of the deep crisis in the baby formula market with strong performance of our products in both online and retail channels. Else’s two new products, the Toddler Omega and the Cereal Line, also support this increase in guidance.
Hamutal Yitzhak, CEO of Else Nutrition, commented: “We are experiencing a wave of growth driven by the formula shortage crisis. Many consumers and retailers recognize our ability to bring unique solutions to families in this troublesome situation.” She added: “We see a strong acceleration in sales on Amazon.com, and other channels, driven by new and existing customers. While revenues on Amazon.com already increased by 40% QoQ in 1Q22, our Amazon.com daily sales doubled in the last few days. In addition, the number of Else subscribers on Amazon.com grew by 20% over the previous four weeks, reaching more than 1200. The retail demand is also increasing, and we expect entry to major nation wide brick and mortar retail channels in the coming months.“
Our CEO says: ''Many consumers and retailers recognize our ability to bring unique solutions to families in this troublesome situation.''
To bad she doesn't invest in informing the TOTAL MARKET of this ABILITY OF OURS ...
I cannot understand your hangup with doing the right thing NOW. Even our management doesn't say that we just wait for FDA's approval of our formula.
Hamutal Yitzhak, CEO of Else Nutrition commented: ''We are positioned to disrupt the $80 billion baby nutrition market. We have set the stage for this performance with thousands of retail points of sale, multiple SKUs ranging from 6M+ to 13Y products, strong distributors and major strategic partners that intend to drive the Else brand as a revolutionary protein alternative for babies, toddlers and kids.”
FEW MINUTES AGO: Hamutal Yitzhak, CEO of Else Nutrition, commented: “We are experiencing a wave of growth driven by the formula shortage crisis. Many consumers and retailers recognize our ability to bring unique solutions to families in this troublesome situation.” She added: “We see a strong acceleration in sales on Amazon.com, and other channels, driven by new and existing customers. While revenues on Amazon.com already increased by 40% QoQ in 1Q22, our Amazon.com daily sales doubled in the last few days. In addition, the number of Else subscribers on Amazon.com grew by 20% over the previous four weeks, reaching more than 1200. The retail demand is also increasing, and we expect entry to major nation wide brick and mortar retail channels in the coming months.“
The infant nutrition market is segmented by product (infant formula and baby food).
No one says Formula market is our only market but the company already distridutes his 'SECONDARY PRODUCTS' (your definition) in more than 1,300 stores plus in online facilities.
THE ISSUE IS: The mothers are not made aware that WE ARE IN THE GAME NOW ... Simply putting the products on shelves create business making our CEO proud ... IMAGINE IF SHE WAS INVESTING MOTHERS THAT WE ARE OUT THERE ???
'One only has to review their presentations over the last 2 years to see what and where their focus is...' As I often said, their focus is on R & D
'whining about poor sales of secondary products seems to be the focus for some here...which makes me laugh.' ... For a public company to generate revenues is not a laughing matter.
As for new mothers, having a 6 months old baby doesn't make one anything but a NEW MOTHER and these people buy the product like our SECONDARY ONE (LOL) by the billions.
Secondly, getting recognition thru our SECONDARY PRODUCT LINE is key to the future success of our PRIMARY ONE.
LIKE IT OR NOT, R & D is only half the story for a publicly held company, The other half is as critical. Dozens of great products failed because management were not FOCUSSED on both.
She is proud to write: 'Else products are now sold in over 1,300 stores.'
I assume that 'whatever her plan was or is', $400/mth/store of sales was not a dream of hers.
Generating revenues from all of these 1300 stores till formula is approved should be somewhat attractive, particularly considering the market we are in ???
Considering the effort and coverage of her effort to get shelves to put the products on, one (even one not informed relative of her detailed plan), must presume her objective was to generate revenues.
Whatever one sells, getting the buyers aware and inform of whatever he sell is a basic requirement. Not understanding that is incompetence in the marketing art.
I brought my first shares on 2019-12-13 at $0.38 and had realistic expectations from the time of the purchase as to how long it will take for mangement to start selling their products. Unless management figures out that investing in marketing is CRITICAL, our formula will also the another best kept secret in the market.
.
''Looks like the company suddenly owes Shawn Leon more money?''
Who cares ... According to you the company is bancrupt anyhow ...
The FDA approval rocess for baby formula may improve and become faster and not only for ABBOTT who seems to be on track to go thru the process within 3 months or so.
This being said, we offer RIGHT NOW baby foor products in a huge market (The U.S. baby food market size was valued at $12.9 billion in 2018 and is projected to reach $17.2 billion by 2026, growing at a CAGR of 3.7% from 2019 to 2026. ... https://www.alliedmarketresearch.com/us-baby-food-market#:~:text=The%20U.S.%20baby%20food%20market,3.7%25%20from%202019%20to%202026.
We are proud to see our revenues grow 26% from a $1,3 million dollars base.
Would it not be nice if, waiting for the baby formula, we were trying to get our fair share of the market we are already in?
Else products are now sold in over 1,300 stores generating $400 of revenues per month.
I assume we should be happy to hear our CEO say that life will be great in 2024 ???
Just incredible how insensitive she is to whatever makes the marketing art.
As for the question, I would bet she wrote them by herself.
Somebody must find a way to get to her and explain her that she is in a mass marketing business ained at a specific market and not ONLY in an R&D business aimed at scientifics, doctor and specialists.
She obviously have a DREAM but what she needs is a plan. Mopre of the same is to slow and sooner than later someone else will occupy the market we think we will get ... GIVEN PLENTY OF TYME.
Great message again ... However how can a mother learn about it, the name 'ELSE' being totally meaningless to a mother looking for a solution?
Outstanding ...
It should however be on most general medias reaching new mothers who will not search for 'Else' (https://elsenutrition.com/) not even suspecting that such an outfit does exist.
By the way, we have no debt, a lot of cash and we could afford a campain aimed at saying just that message to the general public ... particularly now ...
'I believe you'll agree they have done an excellent job opening distribution channels, retail and cyber shelves'. ... 100% in agreement.
My issue is that our CEO seems to believe that she is in a medical drug business instead of a baby-food market ... Even this morning message reads:
1: In Q4 2021 Else concluded a successful preclinical safety study
2: The results of the study will be presented in two key scientific meetings focused on pediatric nutrition
3: will be published in scientific peer-reviewed journals.
4: we plan to continue our research activity
5: provide scientific support for our products including preparations for additional clinical studies.
6: ...
The only allusion to 'MARKETING/ADVERTIZING' read: 'a campaign to reach more than 80,000 pediatricians'.
However, informing NEW MOTHERS directly seems to be considered useless and with time they shall finf us (among hundreds of other alternative.
I keep admiring and respecting our CEO for what she is obviously good at ... but she doesn't seem to realise that the KEY SUCCESS FACTOR in the type of business she is involved in REQUIRES TO DIRECTLY INFORM OUR FINAL USER OF WHAT WE OFFER ... We must reach the new mothers directly applying the basic FBR technique (Fact, Benefit,Reaction).
Go back to my 'hypothetical scenario' (post # 42639) and look at point 3 of the hypothetical plan of action I outlined.
Effectively, Leon could (by himself or with friends) execute this (issue and buy new shares at $5) to own 10M out the then 10,375M O/S (96% of the company)
Thereafter, according to this hypothetical plan he will own shares he paid $5 worth $5,30 BEFORE EXPANSION.
Alternatively, assuming he effectively doesn't believe that he will succeed, he can close the shop and go enjoying life.
My point: I suspect (who knows ... I do not have a crystal ball me) Leon is a patient successful entrepreneur trying to create somthing great. Up to now he has delivered and keep working at it. Let's see what will happen.
'I actually know the future' ... Now the crystal ball! (LMHO)
Els is a Plant-base complete nutrition. If one does a 'toddler Formula search on google he will see Else offering.
The company seems to have no problem at writing: (Example): VANCOUVER, British Columbia, April 14, 2022 (GLOBE NEWSWIRE) -- ELSE NUTRITION HOLDINGS INC. (BABY) (BABYF) (0YL.F) ("Else" or the "Company"), the plant-based baby, toddler, and children nutrition company, today announced that following the successful launch and performance of Else Toddler Nutrition.
Doing another search calling directly for 'Amazon Else nutrition' you get directly to our product'
THE ISSUE WE HAVE is that nobody is even aware that we exist that a baby-food product is called ELSE, never mind why it is such a great offering. (as demonstrated with the last quarters revenues).
Notwithstanding the numerous PR announcing that we have products on shelves all over the country (physically or virtualy) ELSE PLANT-BASED NUTRITION FOR TODDLERS IS THE BEST KEPT SECRET ONE CAN IMAGINE.
No use to look for other excuses for the minimal sales our management seems to be proud of (???)
NATIONAL OUT_OF_STOCK RATE 43% (On CNN this morning)
I posted on Facebook (pulic as distribution)
FOR ANYONE LOOKING FOR BABY FOOD:
GO TO:
else nutrition - Google Search
https://www.google.com/search?q=else%20nutrition&sxsrf=ALiCzsaZDMkdtT2ARGD7YogA4O6j9qkeEQ%3A1652446642102&source=hp&ei=slV-YpXZA_GlptQPyb6dqAU&iflsig=AJiK0e8AAAAAYn5jwkakwZmM1TAdE-8AoRkRhtRW-FbT&gs_ssp=eJzj4tVP1zc0TDYrsigwMTNRYDRgdGDw4kvNKU5VyCstKcosyczPAwCiRQov&oq=Else%20Nutrition&gs_lcp=Cgdnd3Mtd2l6EAEYBDIECCMQJzIGCCMQJxATMgQIIxAnMgUIABDLATILCC4QxwEQ0QMQywEyBQgAEMsBMgUIABDLATIFCAAQywEyBQgAEMsBMgUIABDLAToOCC4QgAQQsQMQxwEQ0QM6EQguEIAEELEDEIMBEMcBENEDOgUILhCABDoLCAAQgAQQsQMQgwE6CAgAEIAEELEDOg4ILhCABBCxAxCDARDUAjoLCC4QgAQQsQMQgwE6CAguEIAEELEDOgUIABCABDoLCC4QgAQQxwEQrwFQAFjfJWCzUmgAcAB4AIABW4gBiweSAQIxNJgBAKABAQ&sclient=gws-wiz&fbclid=IwAR0xkcyWBMHtZyICG-8cn3BTleq3iuzdhSP5UNzsIyBTQcWMY08eclAiH4g
DONE
À: shamsian@lythampartners.com - 13/05/2022 8:39 AM
Sujet: Question for Monday conference call
Good day,
Once again, at 8 AM this May 13, 2022 8 AM, CNN spent 5 minutes covering the topic directly from the WH. The WH communication people also commented.
QUESTION: In the circumstances, I assume your conference of next week will spend most of the time addressing how we plan to exploit that opportunity … unless we are in a ‘shortage’ situation also?
Thursday, May 12, 2022 10:06:15 PM (Copy of My Post #4828 on Investors hub)
Just listen to CNN and a few minutes ago, they had a 5 minute + coverage of Infant formula shortage on prime time. I came here to document it and found your great post saying that even the US federal government look for a solution ???
What is Else doing to exploit that incredible opportunity?
Before I dropped my watching the TV news, I did do a search on my telephone: 'Baby formula' ... TRY it ... You will have to conclude that ELSE is the best kept secret in the world ... If any mother finds it, it is thru person to person talkings ... she must be related to someone very close to the company or the bunch of scientist having their kick at discussing how great our product is.
What in the world is our CEO doing about it? I started shouting about how ridiculous we were but now I do the same about how scandalous such incompetence is.
Question ; WHAT DOES THE COMPANY DO TO MAKE THE MARKET AWARE THAT WE DO EXIST?
How can our CEO be proud of a $500,000 / month revenue considering the ongoing opportunity?
What is wrong about us (Manufacturing constraints, blindless ot our executives, incompetence) ???
I hope monday's conference will not be about 'how long term future will be' but what are we doing NOW to become known by the market.
Time of the BS about the number of new shells (with or without 'S') we are adding, now is the time to TALK DIRECTLY TO NEW MOTHERS.
Let's see what our CEO will say next monday
Revenues were $96,158 for the three months ended June 30, 2021 and revenues for the 4rth quarter 2021 were 10 times this number.
Wonder what Q1 2021 1rs Q will look like?
Just listen to CNN and a few minutes ago, they had a 5 minutes + coverage of Infant formula shortage. I came here to do cument it and found your great post saying that even the US federal government look for a solution ???
What is Else doing to exploit that incredible opportunity?
Before I dropped my watching the TV news I did do a search on my telephone: 'Baby formula' ... TRY it ... You will have to conclude that ELSE is the best kept secret in the world ... If any mother finds it, it is thru person to person talkings ... she must be related to someone very close to the company or the bunch of scientist having their kick at discussing how great our product is.
What in the world is our CEO doing about it? I started shouting about how ridiculous we were but now I do the same about how scandalous such incompetence is.
1 question ; WHAT DOES THE COMPANY DO TO MAKE THE MARKET AWARE THAT WE DO EXIST?
How can our CEO be proud of a $500,000 / month revenue considering the ongoing opportunity?
What is wrong about us (Manufacturing constraints, blindless ot our executives, incompetence, ???
I hope monday's conference will not be about 'how long term future will be' but what are we doing NOW to become known by the market.
Time of the BS about the number of new shells (with or without 'S') we are adding, now is the time to TALK DIRECTLY TO NEW MOTHERS.
Let's see what our CEO will say next monday
Let’s have fun,
Having time to spare, I imagined a business plan of action Leon could sell to real investors, interested in the opportunity offered by the market we are in.
Note that:
- Our business now has a great reputation in the market we operate into
- we are in the wrong manipulated pinky market,
- we are crippled with debts
- we have a great start-up-type of revenues
- The market we are in offers an unlimited potential for growth.
PLAN OF ACTION
1- At current pps (.0005) we should do a reverse split of 10,000:1 bringning
- our PPS at $5
- our # of O\S down to 375,000
- keeping our MC at less than $2,000,000
- for a company having a going annual revenue rate of at least $5,000,000 per year.
2 - Then Leon should get us listed on NASD as soon as possible.
3 - Thereafter he issues 10,000,000 new shares at $5,00 generating a $50,000,000 cash asset.
4 - Then use that money to eliminate all our debts and more.
Our picture becomes
- 10,375,000 O/S.
- no more debt,
- a well-established operation,
- a MC based on a multiplier of 11 would be the most conservative one can expect for our great current operation.
- Our justified MC then would become: revenues of $5,000,000 X 11 = $55,000,000
- That MC divided by 10,375,000 shares = PPS of $5.30/share
BOTTOM LINE READS: No debt, solid operation to grow from, acceptable PPS/MC.
NEXT STEP: EXPANSION:
Then Leon could go to the bank:
- borrow $10,000,000
- add it to whatever was left from the selling of new shares and
- invest it all in a new facility allowing for major revenue growth.
Hypothetic … but who knows what Leon has in mind?
Some finally did figure out that recent changes in the company were for the best ... and by a lot.
PPS went up from a low of 24, 3 days ago to a high of 33 today (+ 37,5%), on a day volume (173,000) 17,5% above dayly avg (148).
Very positive outlook ahead of us ...
Glad I did not bet the rental money ... This being said, I will let it go ... Who knows, maybe Leon knows that what he says is what he does.
From here on, much more upward than downward potential. The gambler in me says :'Stay put' and wait and see.
GLTA!
P.S.: Most of my buy were made when the US $ was - to 1,20 or 1,22 CDN on average. It's now at 1,29945 (About 7% gain). What find positive wherever he can ... like the bird does finding food is the menure ... LOL)
Morning star analysis : Quantitative value of our stock
1- The good news
- Recommended: Strong buy
- Fair value at $2,94 (current value $1,15)
2- The less good news
- Trust Short term (2 to 6 weeks): strong bearish signal
- Trust Medium term (6 weeks to 9 months): bearish signal
- Trust Long term (9 months +): weak bearish signal
My reading is that Baby is a great stock to buy but THE WAY THE COMPANY BEHAVES, one is better be patient.
My view of the risk: Competition, considering current state of the market, will not stand still, waiting for us to cash in on the current opportunity.
This morning NR. Our CEO says: '... partner that echoes our value of providing high quality and healthy natural products to families.
If only famillies knew ...
Lucky me. Bought blindly 3,00,000 shares around 03-29 at 0022 then had a second tought that this could be another crazy pinky for kids and dump back 2,500,000 of them a few days later when it did hit 0025.
That left me with 500,000 shares at a unit cost of 00074. Some time, even if one is acting stupidly, life offer you lucky feeling protecting you ... ouf!
Not much left (less than $500) to lose but as we say ... Don't push yout luck.
CNN just did cover the baby food shortage in USA ... Could it be that we have a manufacturing issue ???
May be someone should put a question to our CEO for next week conference?
Is any other Baby food products FDA approved or is that an exercise started by someone focussed on scientific topics?
If you can, ask the question relative to how our CEO intends to profit from this contexte (out-of-stock rates), giving your source.
Pnenty of disagreement but peace and I respect all point of views.
This being said, if I may, do not expect competition to stand still ... we have an incredible opportunity NOW ... I hope we do not blow it dreaming of how great the world will be in many years.
I’m not going to do all the suggested search but I did try the first on (non milk baby food), a seach that would only look for ‘non milk products’:
The search (Google) did bring me to a page showing the logo of 9 companies (Nestlé, Nany care, Hip Dutch, Kendamil, The late co, Holy goat milk, Nestlé good, Kendamil stage 1, HIPP).
Assuming this would not be enough for me (???), let’s say I go for more and click on: ‘More on Google’ at the bottom of the list. Then I get 65 brands logo and effectively, if I go thru all of them I will hit something called ‘ELSE’ on the 45th logo.
One thing is for sure, no new mother would find us unless she is or is related to, a shareholder reading our NR’s.
We do not market (including advertising) our product, we have them placed on shelves (physical or virtual) and then we prey that someone will try it, God only knows why.
By the way: U.S. baby food market - statistics & facts
Published by Emma Bedford, Nov 20, 2020
The global baby food market is a very competitive industry and retail sales in this segment are projected to grow from 71.4 billion U.S. dollars in 2018 to about 98.9 billion U.S. dollars by 2024. As the world’s most populous country, it should come as no surprise that China was the biggest market for baby food as of 2019, with over 71.56 billion dollars in sales revenue, with India coming in second place with about 30.25 billion dollars in sales.
The United States ranked in sixth place. The U.S. baby food market size was valued at $12.9 billion in 2018 and is projected to reach $17.2 billion by 2026. Out of this $15,000,000,000 market only, we get more or les half a million dollars revenue per month.
Let's collaborate ... Fine but it takes 2 to do it ...
Collaborate definition (Source: Oxford Languages):
'work jointly on an activity, especially to produce or create something.
'JOINTLY' it reads ... I wish our CEO would collaborte somewhat more with us.
Thanks for the email address... I did use it but ...
To: Shawnleon@Rogers.com - 03/05/2022 3:34 PM
Dear sir,
As a small investor (10,500,000 shares) I am not an OTC type of player but in your case, on 2020-10-18, I decided that Ethema Health Corp. was worth the risk for 2 reasons:
-it did address an important lucrative market, offering attractive growth opportunity and
- it was lead by a successful executive.
I since then think I was right, considering the progress that was made over the last 18 months (last 9 in particular).
I however wonder why you let manipulators exploit or discourage your shareholders without any barrier. Notwithstanding our expected revenue going rate for the year (more or less $5,000,000) our market cap is still less than $3,000,000 (???).
A few months ago you forecasted the then next 2 quarters revenues and thereafter delivered as promised.
I wonder why you now do not reassure your shareholders by outlining your expectation relative to FY2022 and document some kind of FACTUAL corporate update so:
- your shareholders do keep faith and
- the market manipulators are somewhat less successful.
Note: Obviously no BS but factual outline of your strategies and plans, now that our operation has taken roots worth mentioning. Thanks beforehand.
Respectfully,
Roger Roy, Shareholder
Saw it but unfortunately I will be travelling when this conference is held (shall look at it later). This being said, I already sumitted my question:
To: shamsian@lythampartners.com - 10/05/2022 9:42 AM
Good day,
Question:
Specifically considering current market shortages for baby food, what are Else's plans to reach new mothers making them aware thjat we do exist and can supply them with the greatest babyfood there is in the market?
What is our short term advertizing budget and in what medias do you plan to do it?
Note: I made a search (Babyfood advertizing) and we did not show up anywhere, ... at least I could not find us but I found: Gerber, Heinz, Nestlé, Baby milk, Breast milk, Milk powder, Formula milk, Nutrition, toddler, ...
Same with other general searches I made, assuming I was a new mother looking for baby food good for my newborn.
Pual
Shareholder
Sorry but my opinion wasn't aimed at turning your own opinion to negative because it was positive effecctively.
I just wanted to say that we are very far to be agressive enough regarding our revenues objective. 25% Q to Q growth is effectively positive taken by itself but applying it to Q revenues of less than CDN $1,5M makes it insignificant and even unacceptable.
Let's see what our CEO will have to say about that next monday.