Zivo Bioscience Inc (QB) (ZIVO) Quote

ZIVO
Zivo Bioscience Inc (QB)
13.45
3.439 (34.35%)
Volume: 447
Day Range: 10.00 - 13.45
Last Trade Time: 3:04:30 PM EDT

The action yesterday (mostly sells, highest volume day yet) combined with the complete lack of volume today implies to me that the small group that was pushing the stock on the news has exited/moved on (at least for now).

So, yes, agree with you that ZIVO gotta say sumthin to gitrmovin again...

The huge spreads, lack of liquidity is just such a turn off for me to even attempt holding a decent sized position.

Yup,

Kinda looks like all the bids were sold into the last 2 days ...... leaving a pretty wide chasm between the bid and offer. Certainly need more from ZIVO but we know how that goes ..... couple days of euphoria ...... months of aimless drifting. LOL. I would definitely like to see 1 or 2 industry articles / interviews here.

My SWAG here is it will not be months before next PR. What that PR is .... could be many things ...... so we'll just have to wait and see. IMO it should not take an animal pharma all that long to decide on a license here. No doubt take longer to draft up the legal BS that is needed to outline the license and process ..... than to actually agree on doing it.

Amigo Mike

What? You didn't like the $2-$3 spreads...well, GREAT NEWS...you now get to have $3-$4 spreads!!!! 🤣🤣

Who doesn't like the opportunity to be upside-down by 25%+ in an instant? lol

New buyers going to experience stock falling due to incompetent investor relations and poor communications from Grandpa P.

Bigger seller seeming stepping on ZIVO today. Can't say I'm shocked after a nice run and Mr Market have a bad couple of days.

Be interesting to see where ZIVO lands and how it plays out from here.

Mr 4900 shares still there at $9.50. Might get hit. Believe there is a seller with some size still in the $11s and pressing down on it.

Amigo Mike

Ok Gwinner,

Gotchya. I would surely like to see a sale of the company after the first license but I don't think that is what they want to do unless blown away with an offer they can't refuse. I get it .... they think they have new novel bioactive that has multiple vertical potential. No doubt in my mind either but for what this company is IMO they can only take it so far and there isn't a succession plan for Payne that I see.

ZIVO to 90 !!! LOL ..... um .... I told y'all I had GTCs in for ZIVO at $99.99 before. Funny .. today ... you can actually see that on L2 via ETRF as it isn't covered up presently. Do I think it is worth that ? Yes ... for new novel bioactive with multiple vertical options in but human and animal health. But will be see it anytime soon ? Not holding my breath on that though.

Amigo Mike

Amigo, the milestone I was referring to was the favorable results from its 42 day study in collaboration with a major animal health company.
You can't turn on the news without seeing another parasite infecting one of or agricultural farm animals and its only going to get worse with our growing population, smaller growing fields and factory run productions.

ZIVO is on the cusp of landing one of the major animal pharmaceutical companies either with a partnership or straight up purchase of the company which includes all the intellectual properties.

We are starting to see upward movement tic by tic so someone(s) are noticing. The wide spreads tend to spook people imo but more shares should start rotating in and out from the last run up

ZIVO to 90 !!!!!!!!!!!

Hi Gwinner,

What milestone news article are you referencing ?
I think Payne has all these animal pharmas in the rolodex. But some think they know better. Whatever.

IMO, all of those animal pharma links I posted ...... they all should have an interest. IMO, there are probably some that have a broader approach to disease mgmt that I think might fit better than others ..... but at the same time, I would think the guys on the top of the heap and/or with a more narrow focus ..... should wanna protect their positions and/or expand and improve their product. The last test proved that ZIVO's bioactive does it all.

I'll take close of $14.25 today having absorbed a seller along the way. Not bad. It would be nice if ZIVO had more news right now.

Amigo Mike

Hi Amigo!

Great recapping of ZIVIO potential!
My guess the milestone news article prompted a few suitors to step up due diligence and try to get a deal submitted.
My guess ZIVO gets some kind of proposal to consider VERY soon!

Well so far today looks like someone did a market sell of about 1900 shares during lunch. Bid was $14.00 at the time and dropped it to $11.25. Slowly small size bidding it back up. Including buys at the $15 level.

Still thin action but it is what it is. Just not that much stock to play with.

Amigo Mike

Should be an interesting week for ZIVO.

Does the stock continue its uptick ...... does it take a rest and begin to establish new base ..... does it pull back and try to find a new base .... or does it give it all back and start over ??? =)

Anyone's crystal ball working well ? LOL ..... inquiring minds.

My personal opinion is ... there is still no reason to sell .... at least for me.

The news is as good as can be expected for the time being. Right now I believe most larger corporations are working on completing their budgets for next year so IMO it is good timing as it relates to a company allocating money to a new license opportunity. I am concluding based on ZIVO's presentation that there is more than 1 large animal pharma in the mix here ...... I think this is fantastic not only to increase the chances of a license ..... but potentially the addition of competition into the mix presumably that would spur some action as well as support getting a better license deal.

Let's see what happens here. I'd like to see license for coccidiosis in broiler chickens and immediate announcement of expansion into turkey and swine testing. Need to expand the vertical options quickly to show the markets there are more opportunities here. And getting a large animal pharma to jump in and pay for these new verticals would be added bonus.

Amigo Mike

And last trade with enough size was at $13.50. Someone bought 50 shares at $14.84 before close but not big enough to trigger that as the closing price. Increased volume for the day.

I wonder how many retail investors own this stock now and how many might own more shares than what were traded today.

I'll take $13.50 all day for the closing price for the week. Very nice week indeed. Still holding with both fists. Not sure I can still call my "trade" a "swing" at this point. Been holding it since the lows of last year.

Amigo Mike

LOL,

No worries. Dahl .... I cringe thinking about that and all the wasted time.

Amigo Mike

Woops...sorry, I said Dahl out of the bad habit...lol. Definitely meant Payne...

The price ... is the price =) ........ and someone is paying nearly $15 for the stock presently. And no one "major" is gonna be able to buy size on the open market. There is almost no stock to be had. I don't really think an "institution" would even touch it here other than a private transaction.

And yes .... Armistice could be coming into play here.
Dahl .... now that is hilarious. I think most of his options/warrants were cancelled and don't recall him lending money. Would have to go back and look. Payne definitely lent money.

Amigo Mike

It's nobody major...it can't be. Literally 300 shares jumps it $2/share plus...and lot sizes are so small it's silly. That 900 share sell you mentioned was the highest two blocks at 500 & 400 I've seen since last Friday. Most are sub 100 share blocks...

Quickly approaching a level that is going to be damn near impossible to get through without significant volume/news. Our "buddies" over at Armistice have just shy of 500k warrants with a strike price of $16.80. Plus Dahl's candy of 65k shares at 17.46 from the "bullish" ( 😝 ) CEO loan way back when...

ZIVO being bought in the high $14s ......

...... wish I could take credit for the action but it is not me.
Amigo Mike

900 share seller at $13 but absorbed.

ZIVO looks like it is slowly being "walked" northward this week.
Amigo Mike

I'm not worried about insiders buying and getting warrant coverage. That comes with all kinds of strings which are a PITA.

I have purposely NOT participated in ZIVO PPs over the years because I am able to buy open market and at lower cost almost always ....... and with no restrictions.

The private warrants have almost never reached exercise strike before expiration and aren't tradable .... while the public warrants come with no restrictions and can buy and sell as needed.

Were I to consider purchase right now .... I would absolutely go open market .... even if offered warrant coverage. For me, that would not change until such time as ZIVO actually signed a revenue generating license deal. After that, I would consider buying from the company with candy.

Amigo Mike

Therein lies the entire issue. You have to chase dollars at a time to average up a few hundred shares...just not worth it.

Unlike insiders buying chunks, we don't get equal warrant coverage that essentially cuts cost basis in half and helps limit exposure to massive spreads and thin tape...

Ah well .... 12.74x14.63 presently on a small bit of buying

Kinda wondering if I should try to add to warrant leverage here. Would be averaging waaaaayyyy up at this point

Interesting

Amigo Mike

Just some info on the Coccidiosis market for broiler chickens.

Of course you have to pay to get the specifics of the report but some high level points made and industry players named.
https://www.industryarc.com/Report/16891/coccidiosis-treatment-market.html

And some fun "light" scientific reading.
https://www.sciencedirect.com/science/article/pii/S0032579122000517

You may notice there is a growing segment of "anti biotic free" growers. And disease rates are approaching double that of growers using antibiotics. Hello ZIVO !! =)

Amigo Mike

LOL Weasel,

Cheerleader ? LOL. Hey ... someone gotta do it if the company won't.

The chart commentary is certainly a stretch ..... given the float and volume situation ..... could be $5 this afternoon .... could be $20 ..... anything can happen like you say. But bigger picture .... chart looks like there is and has been support after the run up last year ....$8 level was held .... and anything less was bought up pretty quickly. Now, we've slowly inched upward after more good news .... a 50% uptick to $12 .... maybe a breather in order ..... ya know .... all those zillions of share trading ... ..... I'd be happy with a little sideways action around $12 ... as base for next move to $20. =)

Also remember the bigger macroeconomic picture is moving towards favoring micro/small caps and risk assets.

I'll stick by $20 minimum price for where I think this stock should already be. While I obviously have no way of knowing what the animal pharmas ZIVO is working with think ..... I believe it is time for a license.

Amigo Mike

Careful, Mike...or we're gonna make you put on a cheerleaders outfit before posting in here... 😝 lol

I get everything you are saying and agree on what 'should' happen, but I'm still not sure how you are inferring what you are inferring regarding the price action on such minimal volume. I mean, up until this most recent run (late last year into this year)...I personally would typically hold more shares than what has traded in total combined since last Friday's "news".

When 200 shares moves the price dollars and creates $2-$3 spreads...there is nothing to be learned from that imo. And technical chart setups on such low volume mean nothing. Now, if it was trading 10, 20, 30k+/day and doing the same thing...much more likely to infer such in both instances.

Perhaps this is finally "it" for ZIVO, but given the number of times we've thought that in the past...caution is the only option from my seat. I'll let either a) actual news saying such or b) legit volume that precedes such...show me "this time is different".

Profiteer,

I think Elanco and Zoetis are the top of the heap ..... Merck not far behind .... in terms of the biggest. I think Elanco is biggest specifically in the coccidiosis arena.

IMO, for those at the top .... .do they see ZIVO's bioactive as a threat that could erode some of their market share ...... and therefore must get involved to protect and possibly improve market position .... or is it one of the others .... who should be eager to expand market share and grow their business. I could make the argument easily for any of them to want it.

I also wonder about the presentation slide indicating "partners" ... plural ...... more than 1 IMO is fantastic for multiple reasons. I want to see scrambling and I want to see expedited action.

Another reason ..... is that coccidiosis is not specific to "broiler chickens". Turkeys and other animals .... that can contract this disease. So while initial license and approvals might be for broiler chickens there are more possibilities almost immediately that an animal pharma could easily run with. So the market opportunity is larger than just chickens for this 1 disease.

If anyone has taken the time to look through the literature and information available at each company's website, there are some that are geared toward the vaccines ..... and some that are geared towards a more comprehensive disease management program. IMO, those companies with the more comprehensive vaccine/treatment options make more sense for bringing innovation to market. And we know that ZIVO's bioactive ..... because of all these tests .... can be incorporated in different ways. Coupled with the latest tests ...... the bioactive outperforms BY ITSELF .... and increases performance of existing vaccines/therapeutics in multiple metrics.

We know that ZIVO has already worked with Zoetis on bovine mastitis. Those tests of course were positive but it is not totally clear how those ended. So we know ZIVO has direct access to C Suite there ... not to mention Payne sit/sat on BoDs with Zoetis senior executives. Elanco .... we know Elanco bought Bayer Animal Health .... which Payne was former CEO. And Payne was CEO of Banfield Animal Hospitals as well ..... far be it from me ... but not a stretch that CEO of a giant animal hospital chain has contact with every animal pharma out there.

I also like this latest test basically was completed in "record time" as these tests go. So it's time for action !!! Again, I'm not sure how ANY animal pharma walks away from this .... whether you are the pharma at the top of the heap and need to protect market share ..... or everyone else who should be looking to gain market share and grow their business.

I guess someone decided they needed to sell about 900 shares seemingly at market about 15 minutes before close yesterday. Be interesting to see how the stock reacts going into the long weekend. IMO ..... buyers are still there. Tis a matter of what they are willing to pay. Double digits is a psychological barrier so I'd at least like to see a weekly close above $10. Mr 5K is still parked at $9.50 at open.

Amigo Mike

And it appears that Merck is all about "acquiring" this year.

And it looks like ZIVO added the presentation from last week to the website.

https://d1io3yog0oux5.cloudfront.net/_cdbac33e8c8b73385c40bc8498fca990/zivobioscience/db/300/1567/pdf/ZIVO+Investor+Deck+-+August+2024.pdf

Something I find interesting in the presentation is the indication on slide 4 that there may be more than 1 global animal health company involved here. That is MUSIC TO MY EARS. >>>"Real-world
coccidiosis treatment studies with global animal pharma partners <<< i.e. PLURAL.

I also suppose it is possible some of this uptick is folks who may have attended the presentation last week.

Amigo Mike

Ya can keep going on global companies ......

Who are the biggest manufacturers in the globe for the Coccidiosis Treatment Market? it does span other species beyond poultry so some of these may not offer a poultry option.

Boehringer Ingelheim Vetmedica Inc.
Ceva Sante Animale
Elanco (an Eli Lilly company)
Intas Pharmaceuticals Ltd.
Jurox Pty Ltd.
Merck Animal Health
Merial (a Sanofi company)
Huvepharma
Vetoquinol S.A.
Virbac S.A.
Zoetis Inc.
Novartis Animal Healthcare
Smartvet Inc.

Amigo Mike

DSM appears to have a more comprehensive poultry program

https://www.dsm.com/anh/challenges/supporting-animal-health/coccidiosis-control.html#

Amigo Mike

So that's what ....... 6 or 7 of the top animal pharma companies in the world ? Some appear to be geared more toward the vaccine lane .... others appear to have a more comprehensive approach.

IMO, the ZIVO bioactive would have benefit in some way for all of them.

I believe Elanco is the top dog in coccidiosis. Adding ZIVO bioactive as part of their vaccine program would conceivably improve their product effectiveness and could maintain and/or potentially improve their market position.

For everyone else that is not Elanco ..... if you are the one working with ZIVO ..... can you walk away from the opportunity to improve your own offering and / or further develop your more comprehensive and customizable treatment program ? I think the "ZIVO" option could be a market differentiator and help one of the other animal pharmas gain market share.

Intriguing to see the different offerings of each company ... and intriguing to consider which one ZIVO is working with. And of course ... is it just 1 or are there more involved here. We dunno if the original pharma working with ZIVO (that botched the first test) did this test .... or is it another pharma. The last test was done with lightning speed. So are they serious now that the results were stellar when considering use with current products ??

Hmmmmm .... $12 ... LOL .... for a billion dollar vertical and a stock with roughly 3.5 million shares out. With more billion dollar verticals possible.
Amigo Mike

Phibro seems to have a broad disease mgmt program for coccidiosis

https://www.pahc.com/product_services/poultry/

Amigo Mike

HIPRA appears to be more along the lines of vaccines

https://www.hipra.com/en/species/poultry

Amigo Mike

HuvePharma is a private company and a global animal pharma and seems to have a broader approach to poultry

https://www.huvepharma.com/products/poultry/#product-list

Amigo Mike

And of course someone dumps on the close .... LOL.

Still up for the day.

Amigo Mike

Boehringer appears to approach it a bit more comprehensively

https://bi-animalhealth.com/poultry/bird-health-and-diseases

Amigo Mike

Looks like Zoetis is doing more than vaccines for poultry.

https://www.zoetis.com/products-and-science/products/all-products?type=971538

Amigo Mike

Feels a bit like Merck is mainly on the vaccine side.

https://www.merck-animal-health-usa.com/species/poultry/products

Amigo Mike

Welp,

It's $12 x $12.50

..... more or less a 50% uptick in the stock since the news. Offer at $12.50 of 800 shares is the largest I've seen this week. Surely could have been another larger but ...... it still looks like investors are holding on with both fists. This also happens to be the area the stock rally off the lows of last year topped out.

One "could" take the chart as having a "cup with handle" with a super long "handle"
https://schrts.co/mTdygYQs

Funny, a breakout here following a C&H like this would target a move towards ...... and potentially into the area I have been talking about where I think ZIVO should already be trading to get back to historical valuation. Each test DOES add to market value despite our reluctance to acknowledge meaning without cash laid out on the table. And this one in particular, puts a major animal pharma in the driver's seat for a customizable solution that performs better than current options on the market. Again I don't know how a major animal pharma walks away from this result.

So who been doing their homework on global animal pharmas with Coccidiosis vaccines or treatments ? I believe Elanco is the top dog in coccidiosis market ...... but seems mainly on the vaccine side of things.
https://farmanimal.elanco.com/us/poultry/product/coban

Shall we add the potential to support growth of turkeys as well ? =)

Obviously a wait and see game for investors. Not sure how much "vision" into the animal pharma's thinking ZIVO has .... but it would be sweet if they came out with more info ...... and / or ...... some indication of potentially adding another vertical ........

Here piggy piggy ....... =) Coccidiosis is an issue in pigs as is Porcine Reproductive and Respiratory Syndrome (PRRS)

Amigo Mike

Too bad zero investor relations happening despite ZIVO retaining an IR firm.

Good start to the morning,

Presently 11.30x12

Guess I'm not the only one who thinks the latest coccidiosis test is hugely positive. Volume still trivial but no one really stepping to the sell window to give up stock either which is typically the norm.

I would certainly like to see it clear $12 this week ..... but I don't see much support below the $11.30 bidder ...... so once he goes I'd anticipate the potential for dippage. The 5K bidder is still in there in mid $9s .

Amigo Mike

Someone snagging some warrants again. Roughly a 21 month option on the stock.

Amigo Mike

Will the insiders support the stock and get the price higher or do nothing and let it drop so they can buy cheap shares with private sales?

Mr Bidder still inching towards $10 every so slowly.

As thin as this thing is ...... any news involving a license should surely drive this thing much higher. Any of the names in the top 10 animal pharmas in the world would suffice in my book. I believe I posted a list a while back. The recent list offered here I don't think includes a couple animal pharmas that are not public as well.

Amigo Mike

Just reiterating ......

....... I think this test and its results put a major animal pharma in the driver's seat for an immediately customizable coccidiosis disease mgmt program that straddles the spectrum of traditional vaccines/antibiotics and a new natural non antibiotic treatment that also ENHANCES the outcomes for existing options .... and adds the benefit of increasing yields regardless of option chosen. I honestly do not know how a major animal pharma could walk away from that. It is a market share dream .... and money in the bank !!

Amigo Mike

Lovin' the slow burn northward here.

Looks like bids have either been pulled of covered up cause we haven't traded the prior displayed volume.

Would like to see it slowly march right to $20 and reassess from there. LOL.
Amigo Mike

Where are the low floater chasers? Get this to the moon

Bid moving up this morning and offer over $10.

Bids still much more than normal of late. We shall see who is going to "cave" in first ..... buyers want it and move up ... or sellers dump into buyers.

You know where I stand .... I don't think there is a reason to give up any stock here unless you have to. Not investment advice of course .... each needs to evaluate their own situation.

Amigo Mike

Haven't listened to it (and frankly, don't care to listen to it as it's all just words with no meaning to me at this point)...but if that is the intent...based on the experience with the last uplist...that sucks! If they go through with that, do smaller shareholders get the mega-shaft like last uplist where they wake up to a 'surprise' doubling of expected dilution and see their investment instantly cut in half overnight...???

If I deciphered Payne’s rambling accurately, he said the plan is to uplist to Nasdaq. They never mentioned on the call they were recently delisted. If you believe what they said on the call, there is no plan to sell the company.