GUMM - I am researching this one...A Club member gave me this DD so far...
I like what I am seeing so far. Just hitting the surface right now..
Any thoughts? Anybody ever owned any?
FM
Monday June 7, 9:39 am Eastern Time
Company Press Release
SOURCE: Gum Tech International, Inc.
Gum Tech to Make First Children's Dental Gum for Breath Asure
PHOENIX, June 7 /PRNewswire/ -- GumTech International, Inc. (Nasdaq: GUMM -
news) announced today that it has developed a new bubble gum flavored
version of Breath Asure's dental gum. The new gum, slated for national
distribution, will be unveiled at the National Association of Chain Drug
Stores Trade Show, which opens June 5, 1999.
Gum Tech President Gary Kehoe said, ''We are pleased that our continued
relationship with Breath Asure has lead to the addition of this new flavor
to Breath Asure's line of dental gums. Like Breath Asure's other two
flavors, peppermint and spearmint, this gum will be able to make the claim
of reducing plaque by 35%.''
Kehoe continued, ''In addition to the plaque reduction claim, the great
bubble gum flavor of this new functional gum will have broad appeal,
especially to children.'' Kehoe has more than 23 years experience
developing some of the worlds most popular bubble gums.
Craig Shandler Breath Asure's executive Vice President said, ''We are very
excited about the prospects for this unique new gum. Its great new flavor,
especially formulated to appeal to children, should significantly expand
the demographic appeal of the dental gum category. We believe that the gum,
the first of its kind on the market, will attract the large untapped
children's dental gum market to the oral care aisle. Preliminary response
by retailers to the product has been very positive.''
Shandler continued, ''Parents understand the importance of their children's
oral care. They also know that it is often a major issue to get children to
brush as thoroughly as necessary. We believe that parents will appreciate
that the gum, which their children will love chewing, can supplement a
regular brushing regimen. The gum can reduce plaque an additional 35%, even
attacking plaque in those hard to reach areas a toothbrush can sometimes
miss. Oral care for children can now be fun.''
Gum Tech develops, manufactures, and distributes specialty chewing gum
products designed to provide health benefits to consumers. The company
partners with major food, pharmaceutical, or marketing companies to develop
and manufacture gum products under contract manufacturing agreements and
supports its own line of branded gums. Gum Tech operates one of the most
advanced chewing gum manufacturing plants in the U.S. and is the only
stainless steel gum manufacturing facility registered with the Food and
Drug Administration to manufacture gum with over-the-counter drug products.
Gum Tech (Nasdaq: GUMM - news) is located at 246 East Watkins Street,
Phoenix, Arizona 85004. E-mail: brown@gum-tech.com.
Gum Tech Announces Clinical Research on New ZICAM(TM) Cold Remedy
PHOENIX, July 15 /PRNewswire/ -- Gum Tech International, Inc. (Nasdaq: GUMM
- news) and BioDelivery Technologies, Inc. announced today that their joint
venture, Gel Tech LLC, has begun additional clinical testing of the new
ZICAM(TM) Cold Remedy.
Gel Tech is currently selling ZICAM(TM) to or filling orders for major
retail chains, including Fry's, Albertsons, Rite Aid, Eckerd Drug,
Genovese, King Kullen, American Drug Stores, Basha's, Kroger and Wal-Mart.
Initial clinical research has indicated that use of ZICAM(TM) can reduce
the duration of the common cold from 12 -- 14 days to 1 -- 3 days.
According to R. Steven Davidson, CEO of Gel Tech, ''Scientists at two major
universities have begun work on the next phase of clinical research
concerning the efficacy of ZICAM(TM). The research will have three
objectives: confirming ZICAM(TM)'s ability to significantly reduce the
duration of the common cold; exploring ZICAM(TM)'s ability to act as a
preventive measure against the common cold and its symptoms; and testing
ZICAM(TM)'s ability to relieve symptoms caused by allergic reactions to
common airborne allergens.''
Davidson continued, ''The independent studies will be conducted at multiple
sites according to rigorous scientific protocols. The research on
ZICAM(TM)'s therapeutic and preventive benefits will be conducted by
inoculating patients with a common strain of rhinovirus.''
Davidson concluded, ''Baring unforeseen delays, we anticipate that the
research will be completed by the end of October, 1999.''
Gum Tech develops, manufactures, and distributes specialty chewing gum
products designed to provide health benefits to consumers. The company
partners with major food, pharmaceutical, or marketing companies to develop
and manufacture gum products under contract manufacturing agreements and
supports its own line of branded gums. Gum Tech operates one of the most
advanced chewing gum manufacturing plants in the U.S. and is the only
stainless steel gum manufacturing facility registered with the Food and
Drug Administration to manufacture gum with over-the-counter drug products.
Gum Tech is located at 246 East Watkins Street, Phoenix, Arizona 85004.
(Nasdaq: GUMM - news). E-mail: brown@gum-tech.com.
To: kha vu (52582 )
From: Bo Didley Sunday, Jul 25 1999 10:53AM ET
Reply # of 52599
GUMM - very unique market
GUMM is a niche company. Its the leader in 'functional' chewing gums. Gums
that have a purpose to deliver a specific ingredient such as an OTC
medication, a dietary supplement, an herbal supplement,
etc, and maybe some day a prescription drug.
Many LARGE companies are coming to GUMM. That's pretty good when big
business seek you out. All GUMM has to do is formulate the specs and
package. No advertising or marketing expenses. This change in business
strategy in the last 6 months has turned their financials around,
tremendously. And these big companies like what they get and keep coming
back requesting new gums!
GUMM said they are working on a Nicorette Gum for national and
international distribution. This will be a 'biggie' announcement
and will add several dollars to the share price and be a significant
revenue generator.
GUMM is a small company, small shares outstanding, and any little
improvement in revenues is readily shown in the earnings. Those who
followed KIDE in the last 6 months, I think GUMM is going act similarly.
Particularly because there is a very small float held by long term
investors and the financials are improving by leaps and bounds. THIS STOCK
IS NOT FOR DAYTRADERS. A small investment hidden away in the portfolio to
look upon next year is probably adequate.
I just recieved in the mail a very nice packet to prepare shareholders
for the meeting on Aug 11. Very impressive. What did you think?
Functional chewing gums may not have the daytrader interest fostered
in tech and internet stocks, but for a small investors looking for
something hidden away from volatility, its definately a niche market
that is growing, and GUMM is the leader.
bo
Dan's projections for the next 6 months, and next year:
Message 9551419
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To: Wallace Rivers (52589 )
From: Bo Didley Sunday, Jul 25 1999 11:58AM ET
Reply # of 52599
GUMM - Citadel Financing Terms
Here is an excellent post:
messages.yahoo.com.
Citadel is not allowed to short as a hedge. Part of the contract.
It is not a floorless convertable.
Citadel will only profit on their warrents if the stock goes
up and trades at certain levels for a period of 20 days.
Citadel is banking on Zicam.
Citadel wants GUMM to succeed.
For the best review of the Terms, search Dan Zimmerman's
posts. He has written extensively on the terms in several posts. He is a
know-it-all on GUMM.
bo
To: Bo Didley (564 )
From: Dan Zimmermann Sunday, May 16 1999 12:18PM ET
Reply # of 718
Bo,
My post on Yahoo may answer some of your questions.
messages.yahoo.com.
My personal target for the stock is 28 to 32 this year. I think this is
highly probable if GumTech wins a nicotine supply contract and investors
discount sales of $35 to $40 million in Zicam next year.
Your estimate of $1.80 profit per unit of Zicam doesn't include advertising
expense. My financial model is based on advertising expense of $1 million
per month and gross margin of $3.00 per unit (from Gel Tech's perspective).
Based on this, GumTech's break even point for Zicam is $28.6 million in
annual revenue. Zicam would contribute $0.23 per share of profit on sales
of $35 million, $0.41 per share on sales of $40 million, $0.77 per share on
sales of $50 million, $1.67 per share on sales of $75 million, and $2.57
per share on sales of $100 million according to my projections.
I don't have a detailed projection for nicotine gum but I do know that the
margins for that product are much higher than GumTech's current products.
GunnAllen estimates that GumTech would earn 47 cents from their gum
business if they win a nicotine contract.
Dental gum is very early in it's life cycle and I'm expecting it to grow
about 20% per year for the next two years. My guess is that dental gum
(Breath Asure and Ranir) contributed about $800,000 to GumTech's $2.1
million revenue in Q1 99. This is just an educated guess because GumTech
won't release sales per customer.
The projections that I have provided in this post justify why I think the
stock could trade to $100 next year if they sell $100 million in Zicam in
the year 2000 and win a nicotine gum contract. If both of those come to
fruition, I think GumTech would earn about $3.05 per share in 2000.
Applying a PE of 30, which would be reasonable given their growth rate, the
stock could trade at 100. I hope this information helps.
Dan |
