Ann: Investor Webinar, page-26

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Jimmyspark213

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12/08/20

13:40

Post #: 46483382
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Originally posted by neeco68: ↑

I watched the webinar

Key observations
very good and very professional.
Can do.
All presented well and provided good answers
All bau with the prospect of more sales in the pipeline.
Ling maw underpins the business
Introduced NZS as neutraceuticals and seafood - interesting to note the emphasis on neutraceuticals

My takeaways below:

Dr Behr
exciting strategic partnership
mussel in year 1 and more products in year 2 and 3
plenty of new products to be developed including seaweed, oyster powder, collagen

Neutraceuticals
big markets in Japan, Korea, Germany, a few other Euros, USA, UK and China
Ongoing discussions with China (sounded promising)
Plan to enter UK market as large - treat this separately to Europe
USA is at top of list and a few KDI clients are in USA

Play in 3 markets - dry market, FMCG (fast-moving consumer goods) and neutraceuticals
Could have separate brands for different products - not a priority as sell B2B - NZS is a corporate name so could have different branding

IP
protected by NZ quota and NZ provenance - mussels and ling are specific to NZ
I would add that you can't get better than NZ clean green image

Ling Maw
15 -20 players but really only 3 (and NZS is one of the three)
rest of players are cottage industry tyoes and will be eliminated in 2 years so consolidation in this market

Quota
Could buy quota if a supply shock but not a priority at the moment
Have strong supply relationships (very important)
NZ quota system ensures ongoing supply (as won't be overfished)

Business
Pivoted business to marine biotech - all products are sold as health products!

Margins
highest to lowest as follows - neutraceuticals, FMCG, ling maw

Profit
Breakeven/profitable in 6 months

COVID
designated as an essential service and passed govt audit with flying colours
sell online to other essential services overseas - so no real impact
has actually lead to an increase in demand for health and wellbeing products and demand has also increased for last 5-6 years
prepared for Covid

HK Trial of $148k Ling Maw
HK trial is quite significant as one of largest one off deals for dry linq maw and will (hopefully - my emphasis) lead to bigger and better things

Am very comfortable with my investment and I expect more sales and agreements to come re different products in Ling Maw in HK, Neutraceuticals in China, USA, more sales and products with Dr Behr in Europe

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Spot on summary Neeco! Cheers for taking the time

NZS Price at posting: 6.1¢ Sentiment: Buy Disclosure: Held
1 Upvote

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