Replies to post #182 on Yubo International Biotech Ltd. (YBGJ)

[edesheim]

Very encouraging figures ideed, thank you for sharing.

[Potse]

Q4 advances, subsidiary, social media.......

1) The 2021 Q1 filing should arrive in roughly 2-3 weeks. Ahead of that filing it might be worth noting that YBGJ received more than $750k in advances from prospective customers/distributors during December 2020 (as per the January 14 8-K). I am not sure if this is related to the franchises or other entities but it bodes well for continued revenue/business......

NOTE 9 – ADVANCES FROM PROSPECTIVE CUSTOMERS/DISTRIBUTORS

In December 2020, Yubo Beijing received a total of RMB ¥ 4,948,000 ($757,896) from eight PRC entities in amounts of RMB ¥ 348,000, RMB ¥50,000, RMB ¥50,000, RMB ¥500,000, RMB ¥250,000, RMB ¥500,000, RMB ¥3,000,000 and RMB ¥250,000. The related verbal agreements provide for the eight entities to purchase inventory from Yubo Beijing or enter into such other arrangements with Yubo Beijing as the parties mutually agree. Pending formal approval of any such arrangements, all of the eight PRC entities have the right to request the return of their advances.

2) In January 2021, YBGJ CEO Jun Wang registered a YBGJ wholly-owned subsidiary -- Feibo Refined Biotechnology (Chengdu) Co., Ltd.

https://aiqicha.baidu.com/company_detail_98951490419188

3) Either the company itself or one of the franchise owners appears to have set up an account on the Xiaohongshu social media platform.
Xiaohongshu is a popular social media/commerce/influencer platform where people can talk about or promote products/lifestyles This account is devoted to the Viv Cell franchise and has been active since the late part of April........

https://www.xiaohongshu.com/user/profile/606300b70000000001009b11?language=en-US

[Potse]

A couple observations...Q1, S-1......

Q1: First quarter revenue ($462K) and gross margin (68%) were down from the fourth quarter. I would have preferred to see those numbers a little bit higher, but it doesn't overly concern me at the moment. I'm hoping to see some additional growth/acceleration more toward the Q3/Q4 timeframe. I'm not entirely sure if the products were just recently launched/introduced or if the company is just bringing more attention to them (I'm thinking the former) but, YBGJ-related social media accounts in China the last week or two seemed to be focused on two light-application products (skin/hair treatments).

S-1: It is kind of interesting to note how the intense selling pressure that was being exerted on the stock seemed to significantly decrease as soon as the S-1 was filed on May 6. There appears to be much less interest now in selling under that 50-cent price area. It will probably take at least a couple/few months for the S-1 to be declared effective. It will be interesting to see if YBGJ is arranging for institutional involvement in the proposed $2.5 financing and potential insider sales. I think is reasonable to assume will see increased volume in the stock and perhaps increased corporate activity later this year with the financing once the S-1 becomes effective.