Member Info for Billyboy2fromiii

Morning all,

Just wondering if anyone has now received their Chill Smokes and tried them? Any product reviews would be most welcome. It would be much more constructive than the two word nonsense we seem to get from some on here.

BB2.

Fred,

There we go again.

Sticky Hands and Tick Tock....

And you call me a desperate numpty???

You are correct this board could be considered full of nonsense. Your desperate attempts to ramp are proof of this.

As I say, Chill (have you bought any of the products to try?) and hopefully (for all ZOE investors) the share price will recover over the next six to twelve months and in a few years time may possibly be multi £.

BB2.

Morning Vas,

I would love to but I have been expressly asked not to.....

I have no idea why this Company Presentation is not available to ALL shareholders via the Company website. All other Companies that I invest in seem happy to share their Company Presentation with investors via their Company website.

BB2

Morning Tobler,

Do you think the figures on page 11 of the Company Presentation are achievable?

BB2.

Morning Tobler,

Do you think the figures on page of the Company Presentation are achievable?

BB2.

Price: 49.00

No Opinion

RE: Oh dearToday 12:04
Morning Fred,

I really think you should retire the STICKY HANDS phrase.

The fact is that shares have been sold from the peak of £1.09 ish, and today at 48.20p. Keep stating STICKY HANDS appears a bit desperate (as well as inacurate).

In fact your TICK TOCK phrase seems a tad desperate as well.

I hope that we will both be rewarded with our investment in ZOE but your desperate attempts at ramping is not what will affect the sp. Sit back and relax a bit and hopefully in October we will have an indication that sales (as well as roll-out) are going well. Rome was not built in a day, ZOE will not do a Fevertree overnight.

Chill Fred,

BB2

Morning Fred,

I really think you should retire the STICKY HANDS phrase.

The fact is that shares have been sold from the peak of £1.09 ish, and today at 48.20p. Keep stating STICKY HANDS appears a bit desperate (as well as inacurate).

In fact your TICK TOCK phrase seems a tad desperate as well.

I hope that we will both be rewarded with our investment in ZOE but your desperate attempts at ramping is not what will affect the sp. Sit back and relax a bit and hopefully in October we will have an indication that sales (as well as roll-out) are going well. Rome was not built in a day, ZOE

Morning Obstando,

Which part of my post do you feel is deliberately inaccurate ???

You state...

I believe that we are already in 3500+ outlets, I believe the products are selling, I believe the Zoetic range are selling well in the UK, I believe the smokes are now on sale in the UK, I believe the company are meeting the targets they and their major investors have set and more than anything I believe in our CEO's.........

I generally agree with your comments, so I actually think we have similar views. Not sure if 3,500 now or by end of July. Products definitely selling. Zoetic range definitely selling, not sure how well (in my opinion pretty irrelevant in the bigger picture). Smokes definitely now on sale in UK. I think the Company are (hopefully) meeting roll-out targets (same as above not sure if "expected" target of 3,500 stores was start of end of July). Not sure what major investors have got to do with it as Company targets are nothing to do with them. Importantly, the Company have not set sales targets (as far as I am aware) so I cannot pass judgement on that.

So we seem to only really differ on meeting sales targets of which there are none.

As regards the CEOs. I will respectfully reserve my judgement on that until they have delivered as regards page 11 of the Investor Presentation.

BB2

Morning Vas,

Your calculations seem to be similar to mine. All of my cals and research point to average sales of between one and one and a half products per store per day, certainly less than two. One (in particular) or two stores have reported significantly higher than this but others have reported less than this.

I would suggest (no evidence to back this up) that SF (and other smoke shops) sales are probably higher than the other Stores (garden centres etc).

As already stated, I am personally happy should initial sales be as I have calculated. It will (in my opinion) take a while to gain significant market traction. More important is that the roll-out continues as hoped.

The rampers on here will not agree as they seem to think sales are much higher than me. However, as your post suggests (unless there are significant orders for 1st April to 30th June not already disclosed) then simple maths means you cannot be providing initial stock to 3,000 stores and also be re-stocking at significant levels on a quarter revenue of $2m).

I am not sure what the rampers are expecting in the second quarter Trading Update that will hopefully be included with the results later this month. However, I think they could well be disappointed (due to their generally unrealistic expectations). Personally, I think we will have to wait for the 1st July to 30th Sept Trading Update to really get a handle on sales numbers etc.

The rampers seem to want/expect multi £ share price within six months. However, did JS not say that it will be two to three years before his investment decision will be proved right or wrong????

As stated, I think the sp could possibly drop initially on the Trading Update (hopefully keep above 40p) and I will be delighted with 80p in six to nine months. This would be a good solid base to push the roll-out further on. The rampers will shout "GREEN B S" but time will tell.........

BB2

https://mcusercontent.com/d9ebd7c1aa0f3dbc5fab42eca/files/2b66d7d0-6595-8b54-8bb6-cd7137143bcd/Zephyr_Energy_Paradox_Basin_update_5_July_2021_.pdf

BB2

Hi Vas,

1.75 does seem low but that is what the minimum figure works out at, obviously double for the higher number.

Interestingly, the sales projections going round Twitter and Telegram (no idea if genuine or fake) works on 2.25 products for 2021/22 increasing to 3.25 for 2022/23 and increasing to 4.25 for 2023/24. To be honest, I am happy to work on lower figures in the first year. Hopefully will increase in following years. Even with lower figures, if roll out continues as projected then the figures should take care of themselves (over the next 2-3 years).

Vas,

$2.75m revenue from 1,000 stores (assuming $8.50 retail price and margin of 50%) equates to approx 1.75 packets per store per day. Obviously, $5.5m equates to 3.5 packets per day. The lower figure is similar to my workings following recent RNS.

BB2

Vas,

Good post that, thank you.

Tobler, I would agree with you. Based upon my research with SF, pouches seem to be (in majority of cases) more popular than smokes.

BB2

Tobler,

I admire your positivity.

However, at present we are not selling millions of usd worth of product. We have provided about $2m worth of stock to distributors who have (hopefully) provided initial stock to 3,000 to 3,500 stores (not sure if the expected 3,500 stores in July was for start or end of July). Assuming each store takes one cabinet with 48 products that means initial stock (at $5 per product revenue) equals between $720k and $840k. Assuming the distributor hold s enough stock to supply a further 500 stores in current month that equals $120k. So about a half ($1m) of the sales are for initial stocking. So the other half ($1m) is for restocking existing stores that have sold the product. So about $1m worth of stock has been actually sold, not "millions of usd worth of stock".

I was a tad disappointed with the $700k figure yesterday, should that be the only sale for the period 15th May to 30th June. Obviously, should there be additional sales for this period that has not been disclosed yet then that is great news. However, if that is not the case, then the first quarterly update for 1st April to 30th June will (hopefully) confirm 3000 to 3500 stores (as expected) but only about $2m sales revenue (already disclosed). On that basis, I do not see the this having a positive effect on the sp. Many on here stated that Chill hitting the UK would rerate the sp but the impact on the sp (I think your (???) words on Telegram was a wet f a r t) was muted.

In summary, Chill is in stores in the us (tick). Chill is selling in the stores (tick). However, Chill is not (my research shows one/two store(s) as an exception) currently "flying off the shelves". I am realistic enough to not expect this in such an early phase of roll-out. As such, I have realistic expectations of the share price in the short term (I still maintain a range of 40p to 80p over the next 9 months or so). The most important thing in the short term is for roll-out to continue as stated in the Company Presentation (for some reason the Company do not appear to want to share this Presentation with shareholders via the website). If this roll-out continues then hopefully current sales will lead to re-sales and importantly also new sales as word of mouth spreads to new customers.

I feel my thoughts are realistic, you may disagree. We shall see over the next nine months........

BB2.

Vas,

Thanks for your input. Yes, interesting that the Twitter article uses 2.25 products per store per day. That is more in line with my research numbers. Also, much more plausible (certainly in the short term) than the nonsense being posted here by some.

2.25 is ok in the short term. As such, it is really about the roll out continuing as planned. If this continues, then hopefully will see the sp respond accordingly. I just think that may be later than most on here expect. You know my thoughts regarding the sp. Multi £ possible but in my opinion over a few years rather than a few months.

BB2.

Rob,

I think the 30% is applied automatically today (first 24 hrs). Otherwise try investinzoe30.

BB2

Obstando,

I have messaged them to make aware but not had a reply yet.

I did receive 40 packets as samples so you may be correct.

BB2.

Hi Tobler,

Yes I have messaged them regarding the logo.

I have also asked about the filters in the smokes. The first person that I gave one to noticed that there was no filter on the Hush cigarettes ( did say the initial smoke (drags) was a tad harsh hence the question re the filter but did also say it was a good smoke and seemed calming/relaxing) whereas there is a filter on the Mint cigarette. I have messaged the Co to ask it there is a reason for the non filter on Hush.

Regarding the table, I am fairly comfortable with initial projections at 2.25 per day. This is not too far from my research figures. Obviously, you would expect 2.25 to increase in the coming months/years as word spreads etc.

I will have a look at JCM.

Regards, BB2.

Tobler,

I see that table (is it genuine?) on Telegram is projecting 2.25 products per store per day. That is fairly close to my "fag packet" calculations this morning at 1.3 products per store per day. Any views on where that table came from?

One thing that my son has spotted on the packets that I have received as samples is that the Instagram logo on the packet is upside down. The dot should be top right but it is bottom left. Will not affect sales, but a bit sloppy!

BB2.

Jk,

Try this...

https://zoetic.com/products/best-cbd-gummies-in-the-uk

BB2.