Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Hugely undervalued here now with massive roll out plans to come.
I cannot believe you can buy these shares for less than the day the Landmark Distribution agreement with AATAC announcement was made (albeit with a few more shares in issue - for balance) back in November.
The progress made since then is remarkable and is why i've added more shares here again.
To have the Chill .com domain now as well is worth bundles, and we have announced we are profitable in circa 2000 stores you really have to think the only way is up from here!!
Roll out to accelerate, margins to increase with economies of scale, Eric Schrader on board, new websites, broker notes, IR improvements, new product launches, Rodeo and further US sport sponsorships, UK Chill parties, FSA approval and Zoetic UK high street roll out (or are we selling that for a huge cash injection?).
It's all getting a little bit exciting. Where's that kitchen sink...
I'm back in for a few after that RNS. See if i can recoup some of my previous losses!
If we are up to 1800 bopd that's more than we were at when we were swirling around the 10p mark no? and this will be at a higher average price than we were selling back then as more was domestic?
Few more horizontals and throw in a deeep please Clive : )
No brainer for me to get back in! Good luck all - peeps here deserve it!
Trolls out in force today! Good sign.
Damn AATAC and Smoker Friendly wanting full scale distribution of CHILL products that are just an "unhealthy gimmick".
These distributors clearly don't know what they are doing!! OH WAIT...
Things all about to get interesting again, hope everyone has upped their stakes following this somewhat unwarranted decline.
Just for starters it looks like the following bits to come...
- Update to say UK smokes are now on sale and thechillwayuk.com ready to roll
- Distribution deals of UK smokes to come?
- Chill launch parties to get going
- Confirmation of hitting the 3500 high footfall stores
- July update on sales of Chill in the US which by all accounts looks very good and Toberlone's photos really highlight the fact you CANNOT miss the brand!
- Marketing and sponsorship seems to be gaining traction on Insta/TikTok and the like
- US gummies coming soon
- Investor relations to kick off finally i believe
- Who knows the FSA might actually do something and then Zoetic can get rolling in stores in the UK too
It's all coming, and soon.
HANG TIGHT!
If only there was a Minty fresh alternative smoke finding it's way across the US in all Smoker Friendly stores.
Tick Tock!
Eric Schrader said it was going very well, and said it had out sold many of the largest brands in the business without any marketing or promotional spend at all.
AATAC opted to recommend to their entire network on the basis of what?
Smoker Friendly opted to stock their entire network on the basis of what?
Yes, we haven't had the latest sales figures and revenues, but it doesn't take a rocket scientist to at least draw some conclusions.
LOL! You mean the Gap created by signing the landmark agreement with AATAC to distribute our products to their entire network of 88000 stores across the US.
Worried. PAHAHAHAHAHAHAHAHAHA
Everything these Ceos have said they would do, they have delivered so far. I'm in no doubt whatsoever that we finish this year in close to 10k stores in the US alone. If sell-through rates are anything like what we saw in the pilot sites, which let's not forget got us the deals with AATAC and Smoker Friendly in the first place, then this share is going to be many £s not pence later this year! Hopefully that will lead the way for the big chains to take us on and across the wider network of AATAC and beyond.
This is all just one single strand of the business with the Chill brand! I won't even get started on Chill coming to the UK, the European distribution deals in place, the UK high end anti-ageing range for Zoetic soon to hit retail stores, the new multi-lingual online site sales etc etc.
Throw in a few million shares short from 20 pence, and you have one almighty investment case. 60p,70p,80p,90p,£1 it really won't matter, you'll be making fortunes buying this! Just watch out for those pesky MMs going NT... it's going to come soon, and you won't wanna be sitting on the sidelines. DYOR! :) Chill peeps!
Morning!
Nick has moved on to a number of things of which Voyager is one of them. I think the scale of CBD growth we are going to see was too much for him to just leave it behind after Zoetic parted ways. Voyager will be competing with Zoetic in some areas such as oils and gummies, but is more focused on the skincare and pet (yes really!) angle. I have a small holding in their seedrs campaign, but Zoe is in a different stratosphere quite frankly, with their distribution deals globally, smoking cessation products, finance arrangement and CEO expertise.
I fully expect to 4 or 5 bag (or more) my ZOE investment from here before Voyager has finalised their IPO.
Sooner or later the cat will be fully out the bag in ZOE when we see sell-through rates and store count and then that is when the fun will really begin. Just a process from here to scale product and brand success across their distribution networks in the fastest growing market in modern history!
Tick tock!
That's probably why his front teeth decayed and fell out!
Jesus - that's a lot of words to cross ramp NCYT and deramp ODX. The sum of parts valuation from finncap on ODX underpins this MCAP and some! If you honestly can't join the dots between the gov orders on bidstats from ODX partners, the NDAs in place, the production and staff increases etc etc, you really should just stick to NCYT. Which is a great company doing well, but it's value is literally a billion quid. If you want 5 times returns on your money, it has a far greater chance of being achieved in ODX from here, than it will from NCYT. Bring on the orders. THEY ARE COMING!
What an earth is JZ up to?
Stupid comment.
Oxford vaccine is tried and tested technology, used in vaccines all over the world. The Pfizer/BioN is new Mrna tech that has never been used or authorised before and only previously used in experimental cancer care treatments with a very different risk benefit profile. i.e if you don't take it you're on deaths door anyway, as opposed to Covid with a 99%+ survival rate.
Not to say it won't be safe long term (we don't know yet), but i think you will find that people with any knowledge of vaccine development will be choosing AZN of Pfizer/BioN every single time.
If Chill is going to get in to tens of thousands of stores over the next couple of years in the US, as stated in the AATAC RNS, it really doesn't matter whether you buy at 58p or 80p. You are going to make an absolute fortune!
Not even mentioning the rest of Europe, further internationally, or online! : )
I can live with that. A lot of painful headline viewing but this comes as no surprise in current climate. Real honesty in the difficulties and GJ is not shirking his responsibilities! Cash balance of £160M is solid with that tax rebate and hopefully these god awful CMCs being dealt with by the FCA which are a disgusting bunch of crooks quite frankly.
Onwards and upwards now - bad news out the way and a superb new board to take tis back to its former glories in time. Happy to hold and will add on any major weakness in SP. atb
Hi ChrisP, 46 posts of which 45 are negative on ODX... what are you doing? Saving us all from our investments? How noble of you. Honestly. Some fkin people.
Has mentioned JB was desperate to get rid of this man and put a lot of blame on his shoulders for his ineptitude. Also dismisses a lot the carp posted around Jennison just being a yes man.
This is a move of intent and a new board has been assembled and this should also be pleasing to the FCA. It's been a while since i've seen an RNS from Amigo where I have 100% conviction that it is positive news. This is one of them!
Onwards and upwards LTHs!
Taken more today at 6.79! Very happy with that.
If you believe and trust the CEO to turn this business around, you will multiply your investment many times over from this market cap in a matter of months. See you in all in the New Year and ignore those that want your shares and talk this down for their own gain.
Remember no one in their right mind sl4gs this share off day and night for any reason other than to get you to sell your shares. Hold for Gold.
Progress made. Ignore the s7it stirrers we all know why they are here, and it's not to save you from yourself! I'll be buying any dip!
Nexus I appreciate the praise but like many i've made every mistake in the book, and i'll continue to make them as anyone who doesn't, isn't being honest! I've seen it all with this share over the years but i'm sitting on massive profit in Zoe with some well timed buys at 3.2p , 5p and a few others.
But this share from this price has the ability to make life changing sums to people. A pull back last week is hardly surprising given the rise it has had, the traders all over it, the lack of numbers in the presentation (for good reason) not to mention the external factors in the world. A big sell went through which is now cleared so it will be interesting to see how this performs throughout next week now that has gone, but I think we will test new highs in the near future if you want my ultimate opinion on price!
Could be a rocky week for markets all over, but ZOE is in the best position it has ever been in. There are so many reasons to buy and hold this share, could literally fill pages on it.
OX Distributors main shareholders, CEOs with huge experience in this space showing genuine honesty in recent presentation, CEOs buying at 39p, Spreadbet companies having to buy shares on market, multiple distributors signed in US and internationally, CBD market growing globally, CBD impacts on anxiety/inflammation/covid? tobacco alternatives exploding, new products launches coming, massive margins on goods, online presence growing and award winning, marketing activities pumping up, on top of regulatory issues and signed up with global law firm to aid this, no dilution required for growth, seed side of things being validated, rolling out to stores now even with Covid, can go on and on on.... also their products are amazing i urge you to try them if you haven't!
But ill stop there as i want add some shares on any weakness this week :)
Good week all!