13-07-2016, 11:46 PM
Hi valuebuddies,
Thanks very much for the self-less sharing of BW analysis and even briefings ….
I am one of those who watched my BW warrants expire helplessly years ago as the exercise price is less than the market price due to lumpy earnings during those few years. Hence, I am naturally happy now that BW is doing well again(of course, I am concerned that history may repeat itself.)
From my understanding after spending several hours watching various videos of BW / Nu Skin especially top distributors, BW’s fantastic revenue / profit recently seems to be due to managing to recruit a few excellent distributors who managed to build the business up e.g. Taiwan.
I surmise this may be obvious because it is a DS company. However, as a layman retail investor, I am more confident with established traditional retail like e.g. Johnson & Johson / McDonalds which I know there will be a certain amount of revenue/profit every year(excluding exceptional). I am hoping for some yearly base earnings for BW that provides a base valuation for its share price.
It seems BW has ticked all the right boxes in their preparation for penetrating the China market given the various information disclosed, but my concerns are :
1. What if BW is unable or takes very long to discover million dollar achiever China distributor(s) ?
2. I am not sure why DS is so popular in Taiwan/China, and not say in SG ? Looking at how those million dollar achievers talk so convincingly, I can only stare in amazement - I think very few people can actually make it big.
3. What would be a differentiating recruitment strategy for BW given there are already quite a number of DS organizations in China and some of them have already been there a number of years ?
4. Will the top Taiwan distributor(s) jump to other DS organization or will there be high Taiwan distributors turnover resulting in falling sales in the future ?
5. Actually, how are BW products compared to other DS(e.g. Nu skin) or off-the-shelf (e.g. GNC, Garnier, Shiseido)? I obviously have not used them before.
6. Country specific regulations seems to be a risk for DS companies which may not be able to be forseen when they will happen. But I guess there is nothing much a DS company can do about it.
Would appreciate if anyone can help to give me insights as I am not in a DS organization so my knowledge is very limited.
Thanks in advance !
Vested.
Thanks very much for the self-less sharing of BW analysis and even briefings ….
I am one of those who watched my BW warrants expire helplessly years ago as the exercise price is less than the market price due to lumpy earnings during those few years. Hence, I am naturally happy now that BW is doing well again(of course, I am concerned that history may repeat itself.)
From my understanding after spending several hours watching various videos of BW / Nu Skin especially top distributors, BW’s fantastic revenue / profit recently seems to be due to managing to recruit a few excellent distributors who managed to build the business up e.g. Taiwan.
I surmise this may be obvious because it is a DS company. However, as a layman retail investor, I am more confident with established traditional retail like e.g. Johnson & Johson / McDonalds which I know there will be a certain amount of revenue/profit every year(excluding exceptional). I am hoping for some yearly base earnings for BW that provides a base valuation for its share price.
It seems BW has ticked all the right boxes in their preparation for penetrating the China market given the various information disclosed, but my concerns are :
1. What if BW is unable or takes very long to discover million dollar achiever China distributor(s) ?
2. I am not sure why DS is so popular in Taiwan/China, and not say in SG ? Looking at how those million dollar achievers talk so convincingly, I can only stare in amazement - I think very few people can actually make it big.
3. What would be a differentiating recruitment strategy for BW given there are already quite a number of DS organizations in China and some of them have already been there a number of years ?
4. Will the top Taiwan distributor(s) jump to other DS organization or will there be high Taiwan distributors turnover resulting in falling sales in the future ?
5. Actually, how are BW products compared to other DS(e.g. Nu skin) or off-the-shelf (e.g. GNC, Garnier, Shiseido)? I obviously have not used them before.
6. Country specific regulations seems to be a risk for DS companies which may not be able to be forseen when they will happen. But I guess there is nothing much a DS company can do about it.
Would appreciate if anyone can help to give me insights as I am not in a DS organization so my knowledge is very limited.
Thanks in advance !
Vested.