The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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No, no nerves touched btw (and do stop using other people’s expressions that they’ve already used to you, makes you sound like a parrot - an uneducated one).
Just trying to give you a platform to explain your “research”.
Matt,
Not worth replying to Robbie. He has nothing to contribute.
However, I would like to respectfully engage with you as regards your response to his. Hopefully, we can have a balanced discussion....
.........The AATAC distribution deal is for the full 88,000 stores..... I assume that you are NOT expecting Chill to be available in all of these stores? AATAC do not decide which products their members sell. It has been mooted that products are put in a catalogue as an introduction to members. Not sure if this is correct or not.........
.........of course and then there’s 800 Smoker Friendly stores as well....... Again, I assume that you are not expecting Chill to be sold in all SF stores. The SF website states "OVER 800 INDEPENDENTLY OWNED AND OPERATED RETAIL STORES". My research has, so far, identified that Chill is currently in five shops out of eleven contacted and not currently in six of them. Interestingly, I was told by one store that as they are "independent" they will not be stocking Chill. I was told on this call that Chill would be available in the 180 "Corporate" stores rather than the "independent" stores. Not sure if this is accurate. However, the SF website does show some stores are actually SF and other are various other names....
....In lots of those now too.... As previously stated, my research shows 5 out of 11.....
.....that SF agreed to full store access.... I have not seen this confirmed, see my comments above re "corporate and independent"............
So some points for us to discuss in a balanced discussion ????
BB2.
Could you tell me which stores are selling them?the six of the eleven you contacted?
Hi Straight,
3426, PHOENIX, NO
133E, KANSAS, NO
310, KENTUCKY, NO
18, KENTUCKY, NO
620E, WYOMING, NO
1220, S CAROLINA, NO
13149, FLORIDA, YES
4886, FLORIDA, YES
5844, FLORIDA, YES
6601, FLORIDA, YES
320, WYOMING, YES
Above info based upon my research only, please do your own research.
Strsightflashdi, I assume you’re questioning Billy250 as I’ve filtered him out so I don’t have to read his nonsense deramping. I doubt he’ll give you a straight answer. I asked him earlier as all he quoted was one store. He didn’t answer. Very much doubt he has called anyone tbh. Says he’s an investor in Zoe (£250 hence the the nickname) but blatantly obvious he’s not.
He pops up on ADVFN too every now and no one bothers answering him there either.
Filter him out to save yourself the few seconds of your life you might waste.
Hi,
Add to that;
1520 MONTANA, YES.
SO, 6 YES AND 6 NO FROM 12.
BB2.
The fact is they are stocking chill and selling chill in numerous stores and if sales are getting stronger month on month then the shops that say they won’t be stocking chill will quickly change their mind. The owners of these franchises will not want to miss out.
Same goes for the Aatac shops but chill is a strong enough brand and product for Aatac to allow the 10000 stores. Ramp up over the next 12 months.
The fact that Florida SF is stocking chill products is a massive bonus
Have you tried Georgia, Virginia, North Carolina, Indiana, California, and Missouri.
As well into 3 figures for shops in this states
Tobler,
Good to engage...
No, not yet but I will enquire and will let you know in a couple of days.
I agree that Florida is a positive.
For the record, four of the six were fairly positive on sales and two of the six were more negative. At the end of the day, the important thing is not so much the initial "novelty" purchases but rather the amount of resales to returning customers. One thing that I was unaware of was the competition that ZOE will need to compete for sales against. I, for some unknown reason, had it in my mind that Chill was a "niche" product and the CBD was a definite USP. However, three of the twelve stores mentioned Derby Day CBD Hemp Cigs and one store mentioned Tree-Rolls CBD Hemp Pre-Rolls.
Interesting research.
BB2.
In a word,sorry two- nay three.Sad shorting c%#t!
BB2 - As JG recently posted on Telegram, the company is targeting high foot fall stores first.
Additionally, Why do you think telling us about other CBD brands is anything new. Have you not listened to the John Story podcast, especially the bit when he mentions other brands and the testing thereof.
Toblerone, totally agree. As popularity of products picks up the stores will be begging to stock them.
Don’t forget that they are also aiming at high footfall areas first as part of the strategic roll out. So stores on low population areas/states will probably come later. No point calling smallville, Wyoming or Montana as low pop density so won’t be looking at distributing to these stores in the initial roll out.
KD, best me too it so apologies for plagiarising you!
Beat not best F@@king auto correct!
CM - no probs pal, fair point made by JG, and you elaborated further.
Stores will also be looking ahead to replace revenue lost from the inevitable menthol ban. Tick tock
Absolutely Gallini. Read somewhere that there are 39 million menthol cigarette smokers that will be looking for a replacement.
39.5m don’t sell it short. Leave that to the filtered ones!
Menthol ban is key as gallini says.
“Sorry sir, we don’t stock Marlboro Menthol anymore, but would you like to try these Chill smokes that many of our customers are happy with...?”
I’m looking for £20 plus for this share. If we get there before we’re taken out that is...
Join the dots. Tick tock and all that!
The ban on all menthol fags started on 20th May 2020, nearly a year ago - so Zoes Menthol smoke should attract a lot of interest in those smokers who have not discovered a replacement in another brand during this time, and who wish to switch back to a menthol flavoured smoke, the fact that its nicotine free is another market entirely, I would assume.
People i talk to who are ex smokers and whom now vape, chose vaping as the next nearest thing to smoking but vaping never really replaced that feeling of holding a lit smoke, etc etc if only the Zoe smokes can take some of the vape market (old and new), with a more realistic smoke.
Does anyone know why Zoe can't market their smokes as a smoking alternative / smoking cessation product along the lines of patches etc as even patches have harmful nicotine....and the whole idea of patches, gums etc etc is that in 12 or 30 weeks the smoker comes off the nicotine......Zoe smokes do not have any nicotine or tobacco from day one, so surely a tobacco / nicotine free smoke is a good alternative for many smokers trying to quite nicotine.
Methol Cigarettes are yet to be banned in the US, and that is where the market is!
https://www.bbc.co.uk/news/world-us-canada-56934957
Yes, but may take years to come into effect in the USA.. The UK has already banned menthol, and Zoe are due to release a menthol smoke here.
JJ - beat me to it.
Vas if you are going to try to deramp, at least try to do it about the same thing. You say tom-a-toes and I say tom-ate-oes.
Vas - when your original arguament was shot down, you then try to turn it around again. I try to see the good in most people, but you are seriously taking the biscuit.
So what if the USA takes another year, what tobacco free, nicotine free THC free alternative replacement will have gained more market traction and share by that point.
Seriously come on, name a side and get down of the fence.
Keepdreaming.
If the US market is a year away before the ban. Then the UK and Europe market is now ripe as the ban has already taken place. You accuse me of de ramping when i'm saying that Europe is a Menthol waste land ( except for vape).
Who has a menthol smoke being launched very soon ? How many people in Europe smoked Menthol? How many would chose a menthol smoke today ?
Who is aiming to roll out in the UK, and across central and eastern Europe sometime soon hopefully?
US is a big market . Yes. Europe is a big market if your one of the few supplying a menthol smoke - which happens to be better for you.
You say i'm on the fence but really i'm just kicking the wheels..... I can see positives and negatives....life's not black or white and neither are company's. If i had to chose a side, i'm on my side and will make up my own mind.
It doesn't have to be like football where your either one side or the other.... if the share does well, we all do well.