Member Info for Billyboy2fromiii

stw,

An alternative view would be that the “greens” have a more realistic and balanced view than the “rampers”.

Please feel free to read through my posts. I believe ZOE has potential and that is why I am invested here. However, I am presently cautious and refuse to get sucked into the “multi £ by year end” nonsense that you will read from the gang of rampers aka “squirrels”.

BB2.

Morning Vas,

Up early to do the gardening before going to a England Euro garden party.

Fully agree re the smoking alternative route. In fact, I had a lengthy chat with my neighbours son (age early 20s) who smokes. Wants to stop but can’t. Discussed Chill in detail and he has asked if I can get him a packet as he says it is something that he (and also his mates who all smoke) woukd definitely try. His dad was listening in and wants to buy some shares in ZOE!

In hindsight, it is a shame that the UK roll out was not done before the Euros. With some some “football parties” it would be a great opportunity to sample Chill and pass them around for others to try.

Remember, keep looking and watch out for that packet of nuts being thrown to the squirrels.

BB2.

Vas,

One other thing before the footy starts again. One store that i have spoken to have told me they are now selling the pouches at a retail price of $6 and were previously selling them discounted at $3. This confused me as I thought the general price was $10 retail with ZOE getting $5 with a margin currently 30% but hoping to be nearer 50%. All the other studies seemed to be selling at about $10 both smokes and pouches.
BB2

Evening Vas,

Not sure other than time really. Obviously proper advertising costs lots of money, lots more than ZOE have presently. Thinking back to Fevertree, I personally cannot remember much advertising. They just had a good brand and a good strap line (most of your G&T is the tonic, do make it a good one). However, must remember Fevertree had been launched approx ten (?) years before listing and really getting going.

One thing. In my research so have spoken to quite a few SF staff. Some of them have been very willing to chat but when I think about it they seem talk about the CBD (the potential benefits) rather than the smoking cessation side of things. Obviously CBD is massive in the States (my friend tells me there are ten CBD stores in his small town), just wondering if the messsge re smoking cessation is really getting out there?

BB2

Tobler,

Your ramp says.....

New product cool logo they’ll be selling like hot cakes and the million re order after 6 weeks is all you need to know.

My further research last night showed that

Store 80013 are generally selling 1-2 per day, occasionally 4-5.
Store 80466 generally selling 2 per week
Store 80226 generally selling 20 per month.

So yes, Chill is definitely in SF stores, confirmed.
Yes, Chill is selling in these stores, confirmed.
However, according to my research, Chill is not selling “like hot cakes”. Personally, I understand that It is very early days and I personally am not expecting Chill to be “flying off the shelves”. That is the exact reason that I remain cautious and am willing to be patient and certainly not expect too much too soon as regards sales. I would hope to see a further order of minimum $1m -$1.5m for the period 15th May to 30th June. Hopefully, over time sales will increase and also sales will become resales in an increasing number of stores. However, I personally think the multi £ by year end talk is complete nonsense.

On a separate note, it would be good to see photos of what other (AATAC) stores are stocking Chill. I have seen the odd smoke shop and garden centre but most of the photos seen are of SF stores. It would be really good should one of the big national gas stations such as 7 Eleven (they were mentioned as being an AATAC “partner” in the RNS) be evidenced as stocking Chill.

I wish you good luck with your investment in ZOE. I think we could both do well, but my timescale for success is obviously longer than yours.

BB2.

Tobler,

If you read my post correctly. It says your link showed SEVERAL stores. Which it did. Your link did NOT show 100’s of stores!!!!!!!

You are obviously not wanted to debate in a balanced manner do I will leave you to your continued ramping.

BB2

Good morning all.

I was hoping that this weekend we could put the ramper/deramper/troll/green issue to one side and have a balanced debate, hopefully for the benefit of all ZOE shareholders???

ToblerRone yesterday posted a link showing several SF stores that are stocking Chill. Thank you Tobler.

It is good that the roll -out is obviously progressing, especially into the SF stores.

However, and this is not a deramp, what was very evident from all those photos was the plethora of brands and products that these stores stock. Obviously all stores are going to have "bestseller products" and also just "products". You would suggest that products that simply do not sell would eventually be removed from the stores rather than taking up valuable shelf space....

It is clear that some posters here are more bullish on how many Chill products these stores will be selling. Most seem to think 4-5 whereas I am currently more cautious (based upon my telephone research at 1-2). So it go me thinking. Having, such a massive range of brands and products, there is no way that these stores can be selling 4-5 items (even 1-2) daily for every brand/product that they stock. If they did, looking at the range stocked, these stores would be a literal goldmine. So my question is, how many sales per day do you think a store would say is acceptable for stocking a brand/product?

Obviously, Chill cabinets (especially if on the counter or even close to it) will hopefully help Chill sales compared to normal "on the shelf" items which easily get lost amongst other products. But putting that aside, any thoughts, from a store perspective, as to how many sales they find acceptable to stock a product (Chill or other)?

Hopefully, we can debate this in a balanced manner. Just a few thoughts for the weekend!

BB2.

Good morning all.

I was hoping that this weekend we could put the ramper/deramper/troll/green issue to one side and have a balanced debate, hopefully for the benefit of all ZOE shareholders???

ToblerRone yesterday posted a link showing several SF stores that are stocking Chill. Thank you Tobler.

It is good that the roll -out is obviously progressing, especially into the SF stores.

However, and this is not a deramp, what was very evident from all those photos was the plethora of brands and products that these stores stock. Obviously all stores are going to have "bestseller products" and also just "products". You would suggest that products that simply do not sell would eventually be removed from the stores rather than taking up valuable shelf space....

It is clear that some posters here are more bullish on how many Chill products these stores will be selling. Most seem to think 4-5 whereas I

Hi Schalf,

No worries, always please to help a fellow ZOE shareholder.

If you google Zoetic Vogue there are lots of nice pics of soaps and candles etc on their Instagram page. Their Dot Com website does not seem to be working.

BB2.

Vas,

You have a good memory.
I understand we will.
Keep looking.
A few nuts to get the squirrels excited???
BB2.

Vas,

Yesterday you asked me ..........

As an aside. Did Zoe ever get back to you with that question? I can't remember what the question was now. Just a thought.............

Sort of, but I understand we will (all) have the answer soon.

Obstando,

Just to let you know I did pick up the phone last night and called LeafyQuick.....

I asked about the lack of reviews (on all their products) since April 2020. The guy I spoke to said that this was about the same time that their physical store closed and they went to an online business only (I originally thought they were originally an online business only, but not an issue). Basically, said that may be the reason but no other actual reason given.

I also asked why they appear to be selling Chill in packets of 4 whereas Chill now sell in packets of 10. Unfortunately, the guy that I spoke to did not know much about the products they sell and could not give an answer.

As always, happy to share answers to my research with fellow shareholders.

BB2.

Morning Schalf,

The soap Company that you are referring to you is a different Company, called Zoetic Vogue. Looks like they do soap and candles etc. Nothing to do with ZOE, as far as my research can tell.

BB2.

Shiner,

Comment by CEO of CMRS.......

Martyn Churchouse, Chief Executive Officer of Caerus Mineral Resources, commented; "This acquisition represents an important addition to our licence portfolio. We are especially excited about the very promising initial exploration observations at Troulli that indicate the presence of both an epithermal Au deposit and scope for a further Cu-Au VMS deposit. The objective is to quickly establish the physical limits of both mineralisation types before undertaking work to determine a Mineral Resource that, combined with the mineralised dumps, ore stockpiles and tailings on the licence, will convert into a stand-alone project that fits the entry criteria for Jubilee Metals Group under the terms of the Option Agreement announced on 04 May 2021."

BB2

Good evening, Obstando.

I have given Hamish my expected additional revenue figure of $1.5m (minimum) for the period 15th May to 30th June. Perhaps you could do likewise? Bearing in mind your very bullish comments in your last post, I assume you are expecting substantially more than $1.5m..

BB2

Hamish,

You did ask a good question, in my opinion.

To add to the replies from Vas and Tobler. Fully agree it will be the post period comment section along with (hopefully) a Q2 Trading Update that is important rather than the accounts to 31st March. Bearing in mind the recent RNS confirming order for $0.34m in April and $1m up to 14th May, I am hoping that there will be confirmation of an order of at least $1.5m for the period 15th May to 30th June. This amount (as a minimum) would fit in with the previous orders and the general roll-out projections. Ideally, an order in excess of this would help to prove (re)sales and well as further roll-out. An order less than this amount (or even no further order) during this period would pose serious questions as regards both sales and roll-out. Obviously everyone will have their own thoughts on this but I that is where I am at.

I hope this helps. And fully agree, be wary of any trolls on here but also be wary of the rampers too! Feel free to ask any further questions. I will help if I can.

Good luck! BB2.

Tobler,

You can add Florida to your list. My research showed that four stores (out of four contacted) all stocked Chill.

Happy to help.

BB2.

Matt,

Fully agree re the name and logo.

The SM photos and TikTok clips are very well thought out and presented, in my opinion.

BB2.

Obstando,

Morning ,

Thank you for posting the link yesterday. However, as regards your comment today...... but they are also being sold through websites not previously mentioned ......

The LeafyQuick website was actually already known by ZOE investors as this was detailed in the RNS dated 1st July 2019........

Zoetic has also reached agreement with LeafyQuick, a specialist Chicago-based online retailer of CBD products. LeafyQuick will stock products from both the Chill and Zoetic ranges. It ships across the US but, significantly, has the capability to provide a same day delivery service in Chicago, the third largest city in the US with a population of more than 2.7 million people.

Sorry to be pedantic but just wanted to be accurate.

When doing your research, did you notice that the LeafyQuick site also has three products from the Zoetic range of oils and capsules? This is the only reference that I can presently find of the oils and capsules being sold in the US currently. If you have a look, the products do seem to be different to the UK version. They are in white bottles, not sure personally why that is.

Regards, BB2.

Obviously, any links to NEW stores that you find stocking Chill would be much appreciated. As you know, I am a fellow ZOE shareholder and hope that we BOTH do very well with our investment in ZOE.

Vas,

As you say, I am proceeding cautiously with my investment in ZOE. As I stated yesterday, I do see good potential here. However, for every positive there does seem to be a further question to ask.

An good example is that yesterday Obstando posted a message saying Chill in more stores with a link to LeafyQuick's website. So I have looked at this website today for a bit of research.....

Great to see seven products on there, four Chill (smokes and pouches) and three Zoetic (softgels and oils). Great to see 91 reviews covering these seven products. A bit strange that there are no reviews since April 2020 (however there are no reviews for other products either as far as I can see). Also a bit strange that two of these reviews were dated 28th Feb 2019 which is before the initial fundraise to launch the CBD operation (March 2019), and the launch of Chill (June 2019), and the agreement with LeafyQuick (July 2019). It is also a surprise that the Chill smokes that are advertised are the original packets of 4 smokes. My understanding is that these were changed to packets of 10 in late 2020. So why are LeafyQuick still selling the original packets of 4? They may have an agreement, I suppose, to continue selling the original packets of 4 as sales of these original packets are booming . Alternatively, are sales so slow that they have not managed to shift their stock ? Either way, yet again more questions.

It is further evidence that just because we see posts showing stores stocking Chill, we do not yet know how sales and resales are going. As such, until this information is proved, I will remain cautious rather that getting carries away with the multi £ by year end nonsense.

As already stated I am a shareholder in ZOE and hope we ALL do very well from our investments here. However, I will continue to do research and raise any possible issues that I identify on this bulletin board.

BB2