elixir,, page-9

Lot's of rehetoric in the December newletter but it falls short of rubber on the bitumen IMO.

It kicks off with a bit of an overview of Metier Tribeca. Mentions recent magazine articles, "a great platform ....". Umm, let's not get too excited, a few magazine articles I would think would be a bare minimum maketing platform not necesarily a "great platform".

How about the sales numbers from Metier Tribeca? Do the numbers suggest a strong response to the brand offer or otherwise. I kind of think it may not be so crash hot, as they would be crowing about it.

No doubt there are plenty of competitors out there spinning up their story, until consumers try the product or are coercised into it, it' just another story out their in the jungle.

So why are consumers going to make the switch? Why should consumers believe the TPM spin over all the other spin which is being put out there. I just don't think it's going to be an easy road in the short term. I am a believer in TPM but I really don't think that Metier Tribeca or Elixia are going to deliver, short term, the kind of results that many shareholders may be hoping for.

Let's move onto Elixia ...

First up, with an impending launch in Q1 2010 but no mention of any deals for distribution it's a bit like Cinderella dressed up for the ball but without a partner.

FWIW ... I don't believe in fairytales.

What is the distribution strategy, will it be pharmacy? Will it be discount department, or supermarket or department stores? I think it would be very hard, and probably very unrealistic to even try to crack all of these channels, so with a market fairly evenly divided Elixia needs to define the channel that is going to get the most traction for their targetted customer.

Hello, is there an echo in the room or did I miss that in the newsletter? I guess it's best not to say anything and if they do happen to jag a distibution channel they can then roll out the spin justifying their direction then.

The question is:- Can we crack any channel? It's a crowded market and no doubt the buyers have heard it all before ... this is going to change the world, blah, blah.

The reality is that for Elixia to gain shelf space it's likely an existing competitor will have to get the chop to make way. It's possible that if such a weak link does exist but it may be difficult to dislodge them because of rebate structures or deals with Companies that provide a big range of products. I imagine it would be very tough for a single category Company/Product to nudge a such a competitor off the perch. Kristen is going to have her work cut out for her ... on the positive side she does have a product that I believe has the potential to be a stand out based on science and performance. Moreso, I want her to succeed ... all I'm saying is that the newsletter is just a warm fuzzy at this early stage.

So whilst Esra fully expects the Australian Market to embrace our offer and lead us to becoming financially self sufficient in a shorter period of time the key to those sort of assertions is what is a shorter period of time. Didn't Harry say our patience would be rewared VERY SOON! Lucky I'm not holding my breath.

The timelines announced by the Company in respect to Phospha E and Nestle are a joke, and now they are hiding behind the good 'ol commercial in confidence position, umm, whatever ... the information flow has been appalling to say the least and I favour the view that it could have been handled much better.

I remain optimistic about POH's prospects in terms of the science however my level of confidence in management to get commercial deals over the line is at best dubious and their communication is a window to that lack of autheniticity.

I don't have a large position as I see this as a somewhat speculative stock, but one with great potential.

I'll be more than happy to join in the back slapping when we see commercial deals locked in.

The December newsletter did very little for me ... was it good for you?

Cheers
Boomer