VLS - Vita Life Sciences

[Trader Paul]

Hi folks,

VSC ... will be alert for positive news/moves,
around 14-17092007 .....

happy days

paul



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[pixel]

Following the third volume spike, I had added VSC to my watchlist, hoping it might pull back to the breakout level in the mid-$1.20's. But it keeps climbing...



Oh well - if the mountain doesn't come ...
I'm buying.

 

[pixel]

Following the third volume spike, I had added VSC to my watchlist, hoping it might pull back to the breakout level in the mid-$1.20's. But it keeps climbing...

Oh well - if the mountain doesn't come ...
I'm buying.

Those break-away gaps give me added confidence. I've continued to accumulate.

 

[pixel]

So, the latest gap has been closed after all; but check the volume during the pullback...



and observe what happened in the past after extreme volume spikes like today's...
I did sell some of my holdings on Friday; glad to have kept a small position, which will form the base for an accumulation should history repeat and send VSC on another leg-up.

 

[pixel]

http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01724670
The Morgan Stanley Presentation could hold the key to yesterday's breakout.
Some further upside would be very welcome.

 

[VSntchr]

http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01724670
The Morgan Stanley Presentation could hold the key to yesterday's breakout.
Some further upside would be very welcome.

Yikes! Thanks for the update on this Pixel. I previously held a few years ago and miraculously sold at the first top (actually printed the high) at around 1.88 I think it was. Then when it went sub $1.00 last year I hopped back in for a trade...but was out far too soon at around $1.20.

A good business, with very candid management. Not afraid to tell shareholders if they believe one of their segments is going through a sh!!ty period...

 

[pixel]

Pullback and bounce. Could be worth getting back in. (I did already)

 

[pixel]

Nice continuation gap and follow-through. Yesterday's lack of action left me a little concerned, until I realised the offers were refusing to come down = lack of supply. Buyers have to bid up or miss out.

 

[System]

On September 1st, 2017, Vita Life Sciences Limited changed its ASX code from VSC to VLS.

 

[divs4ever]

FY2023 TRADING GUIDANCE

Vita Life Sciences (ASX: VLS) announces the following guidance for the Full Year ending 31 Dec 2023 (FY 2023):

Sales: $73.0m-$74.0m (FY2022: $66.9m)
Pre-tax Profit: $11.3m-11.8m (FY2022: $10.7m)
Group sales growth continued in all major markets: Australia, Malaysia and exports into China.
The profit increased on the back of higher sales and a non-operational gain from the revaluation of facilities of $0.3m.
VLS remains well positioned to execute its existing strategy to drive sustainable growth.

This announcement has been authorised by the Board of Directors.

awesome

i hold VLS ( bought just yesterday with some of the SIG sell-off )

 

[debtfree]

From Market Index

Vita Life Sciences: insiders sell into strength​

Code	Company	Date	Director	Type	Price	Value
VLS	Vita Life Sciences	12/04/24	Andrew O'Keefe	Sell	$2.10	$1,932,000
VLS	Vita Life Sciences	12/04/24	Henry Townsing	Sell	$2.10	$210,000

---

Vita Life Sciences is an over-the-counter (OTC) medicines developer and distributor with various brand names throughout Australia, South East Asia and China. The stock rallied 17% to near-two year highs following the release of its full-year results on 26 February. Some of the key highlights from the result include:

• Sales up 10.9% to a record $74.1 million
• "Strong revenue growth from Australia, Malaysia and with increased exports into China."
• Cash balance of $24.6 million with no debt (current market cap of $130 million)
• Fully franked dividend of 9 cents per share for 2023, up from 6 cents in 2022

The trades from Managing Director Andrew O'Keefe and Non-Executive Chairman Henry Townsing mark the first insider sell since February 2022.

After selling 920,000 shares ($1.93m), Mr O'Keefe beneficially owns 590,000 shares in the company.

 

[asymmetric]

Sharing my view on another business for some discussion. Vita Life Sciences (VLS) is a pharmaceutical and healthcare company operating in Asia Pacific. Its brand portfolio includes Herbs of Gold, VitaHealth, VitaScience and VitaLife. The market cap is circa 100m AUD as of writing.

I view VLS to not be a value long transaction due to the lack of an economic moat, in spite of some potential to double your money over the next 3-5 years based on a purchase price of 1.29 AUD per share (8 PE ratio*). This potential event may arise where the recent spike in demand of supplements from China continues to grow; and VLS can capitalise on this with marketing.

The upside risk does not appear robust with a single key driver for earnings growth. This relies on the spike in supplement demand from Asia, particularly China, continuing into the future.

There is no apparent economic moat. The supplements could be replicated by competitors. Also the brand doesn't appear to have any true advantage against competitors.

Worst case insolvency is not a risk due to the lack of debt. Current management appear pragmatic by funding expansion with generated profits. Debt and equity financing is used restrictively.

I'd be keen to hear thoughts of value companies in the supplement industry.

 

[divs4ever]

i bought mine ( VLS ) in December 2023 ( up about 20% ) as a replacement for my Blackmores holding ( where i had two very nice rides , before being evicted via a take-over . )

to me VLS is a sector play , part of my healthcare portfolio ( Blackmores taken over , Australian Pharmaceuticals - taken-over SIG sold just before the current reverse take-over , One Thousand Smiles taken-over , PSQ under taken-over pressure , Capitol Health -over by IDX , PGC under take-over pressure

not a fantastic share ( VLS that is ) but at least i still have some low risk health-care exposure with it ... so far

a sensible business in healthcare is good enough for me ( as a 'safe-haven' play ) , i am already 'killing it with PME ( up more than 150,00% )

maybe 'no moat' is a good thing here , less chance of attracting a predator

 

[divs4ever]

GUIDANCE


i hold VLS ( a comparatively recent buy )

am currently up 30% here , but more pleasing to me , is they are trying to penetrate thew Asian markets