Member Info for Billyboy2fromiii

Vas,
Fully agree with your comments.
However, as regards Leafyquick, they have no reviews that I can find for any of their many listed products (even their bestsellers) since April 2020. Strange.

Vas, the last of the 18 reviews was dated April
2020, 14 months ago. That is why I am remain cautious regarding ZOE, for every positive point there seems to be an unanswered question. In this case, great to see them available in this online store (not a new store however as been on this site for more than a year). However, why no reviews for 14 months? 18 reviews in a few months, then nothing for more than a year.

Blue,

The point is that when ZOE issues results to 31st March 21 with next to no revenue and a financial loss, then Mr Market will probably react negatively considering the current Mcap is £123m, UNLESS the post period review is detailed enough to show sales and resales figures with relevant revenue figures and store numbers to show that; Firstly, the roll-out is going at least as expected (3,500 stores by July) and secondly that the Chill product is actually selling in these stores.

There has been so much drivel on here, usually following an RNS, about multi £ by year end and how many shares are in sticky hands etc. And what has happened? The sp has actually fallen by 50%.

In summary, we DO KNOW that Chill is in an increasing number of stores.
However, we DO NOT KNOW how many units per day these stores are selling. FACT.

The post period review in the results will , in my opinion, need to show that Chill is actually selling.

Simple really!!!

BB2.

No Opinion

RE: Another blue dayToday 15:11
Hi Blue,

Yes, yes, yes, yes. We agree, don't we?

The results to 31st March are going to be "pizz poor". AGREED.

The results when issued are M.E.A.N.I.N.G.L.E.S.S. (certainly to investors like me and you who are expecting the results to be "pizz" poor. AGREED. However, I would suggest some shareholders (and Mr Market in general) may not fully understand that the results are M.E.A.N.I.N.G.L.E.S.S.

The post period review within the results will be V.E.R.Y. I.M.P.O.R.T.A.N.T. AGREED. However, if we do not get sufficient detail regarding sales and revenue etc within this post period review, the market will, in my opinion, punish ZOE.

BB2

Hi Blue,

Yes, yes, yes, yes. We agree, don't we?

The results to 31st March are going to be "pizz poor". AGREED.
The "pizz" poor results when issued are M.E.A.N.I.G.L.E.S.S. (certainly to investors like me and you who are expecting the results to be "pizz" poor. AGREED. However, I would suggest

Re UK launch.....

"Not long until our next party!"

"Information will all be shared on our Instagram, so keep your eyes peeled guys... big things in the pipeline..."

I think I will attend this one (subject to date confirmation.

BB2.

Re UK launch.....

"Not long until our next party!"

"Information will all be shared on our Instagram, so keep your etes peeler guys... big things on the pipeline..."

I think I will attend this one (subject to date confirmation.

BB2.

Steve,

...The post end of year section within the annual report to be released next month coupled with revenue/store opening forecasts will be a very interesting read....

I am certainly in your camp here. We know that the actual results to March 21 will be pizz poor. It is the post year end info that should show us where exactly we are on this ZOE journey.

BB2

Hi Gallini,

I currently have £15k invested in ZOE. At this stage, this is "punt" money and I am have happy to leave for five years (I personally think that if this is "going to the moon" it will be over a much longer term than most on here seem to suggest.

My investing style is to invest initially, into a Company that I think has potential, with a small amount of £. To then await solid news from the Co by RNS and then when more confident of the future significantly increase my investment.

As regards ZOE, I will slightly increase if we fill the GAP at 43p. Alternatively, I will substantially increase when/if ZOE confirm sales numbers and revenue etc.

You will probably say "why invest if you are not 100% sure of ZOE". My answer is probably, in all honesty, defined by FOMO. Basically, I watched Fevertree's rise from £1.65 and kept on thinking "it can't continue to rise, can it?". And it did, many times! I am on the fence regards ZOE, but I have positioned myself that should ZOE "go to the moon", then I am in with a small initial stake. If I see the sort of RNS's that I saw from Fevertree in those early days, then I will add substantially. If I have to add at £1 plus (due to solid RNS confirming substantial sales/revenue) then I will be happy to do that. A bit like buying Fevertree at £3-£4 (up from £1.65) during their first listed year. To me, that is a sensible investment strategy? I would argue one that is much better than being "all in" on something that, as yet, is totally unproven?

BB2

Bellers,

Interested in your comments re food application....

Does this not only refer to the gummies and oils on uk, and not the "cosmetics" and smokes?

As such, I am not personally expecting that much of a response in the sp if/when this is received. The oils/gummies market is already saturated and I am not expecting that much personally (in terms of future significant profits) from these products. To me, the future success of ZOE is mainly based upon the smokes/pouches.

I any case, the latest RNS seems to suggest that the food application is likely to many months away. Probably longer bearing in mind the recent comments on here regarding the FSA.

BB2

Hi Vas,

Good to hear from you.

Yes, nice, sharp bounce from mid 46p ish (I did top up at 46p), but not actually based upon any solid news. As such, I do not see this rise being maintained. Personally, I think we will revisit the 40's. Actually, I would be happy to see that GAP at 43p closed and out of the way for good.

My (short term) concern here is that expectations are so high that the Results RNS due on 26th July may really disappoint some and lead to some heavy selling. It has already been proved over recent weeks that some of these sticky hands are not actually that sticky. So , if the GAP is not closed before, it could well be after. In my view, it really depends on what Trading Update comes with the Results. A further "fluffy" Trading Update will not be well received at all. However, a "proper" Trading Update with actual store numbers and (re)sales etc could well be the start of a substantial re-rate.

Not sure about you, but I am still very much on the fence with ZOE. Without doubt, it has good potential but still lots of questions to answer. I personally think patience is needed with this share and do not believe the multi £ by year end nonsense. I have increased to approx £15k with funds that I am happy to commit here for five years and with funds that I can afford to lose (should the hype and expectation not materialise).

On a positive note as regards UK launch, Instagram today states "Not long until our next party". I think I may attend this one.
I must say, I do like the photos on website and the social media pics and vids etc. To me, they are quite impressive with good ideas and vision. The "audience" is currently very small presently though.

I am sure we will now see a plethora of GREEN comments from the usual.

BB2.

https://mailchi.mp/turnerpope.com/zephyr-energy-plc-research-8114094?e=bf31b1d3e3

BB2

A further update from Kodal RNS this morning............................

Update on Mali Transitional Government

On Monday 7 June, President Assimi Goita was sworn into office as the new Interim President of the Republic of Mali. President Goita has announced Choguel Maiga as Prime Minister of the transitional government and it is expected that a new ministry will be formed promptly. President Goita has maintained the Government's intentions to reform the constitution by October 2021 and hold new Government elections in February 2022.

Regards, BB2.

A further update from Kodal RNS this morning...................................................

Update on Mali Transitional Government

On Monday 7 June, President Assimi Goita was sworn into office as the new Interim President of the Republic of Mali. President Goita has announced Choguel Maiga as Prime Minister of the transitional government and it is expected that a new ministry will be formed promptly. President Goita has maintained the Government's intentions to reform the constitution by October 2021 and hold new Government elections in February 2022.

Regards, BB2

Weathergeek,

Oh dear, oh dear.

Another misunderstanding. Perhaps on purpose.

The $1m order was not to 2,000 direct stores but to the distribution partner. What you do not know is whether the distributor has already placed all this stock into stores or is actually still sitting on some of this stock. If ZOE were to confirm another significant order in late May or even very early June then this would be very interesting. However, it is possible that no further orders will be placed in June. That is the current problem, we do not have sufficient confirmed numbers yet. I personally think it best to wait for confirmation rather than making assumptions.

Weathergeek,

.....Zoetic has recently been selling between two and three packs of each of the chew pouches and smokables per store, per day, where they are currently stocked......

NOT TWO AND THREE PACK OF EACH FLAVOUR.........

There is a distinct difference.

Rampy, Rampy.....

Tobler

I have been very transparent with my topping up. Added last week at 46p. Will add further if/when the gap is closed at 43p.

Alternatively, I will add more when ZOE confirm sales via a proper trading statement.

The £15k is funds that I am willing to lose but also funds that I am willing to commit for min 5 years.

I personally think that if the potential here is to be realised then a longer timeframe will be needed than many of the rampers here suggest. All this "multi-pounds by end of the year" is nonsense, in my opinion. My range here is 40p to 80p over next 12 months.

BB2

Weathergeek...

I am sorry but your post is as pure attempt at ramping the sp....

The RNS you refer to was Feb 2020 so is now 16 months old....

* Units of two to three of each line being sold per store per day.
* Currently 6 lines
* More lines planned
* 12 units per store based on RNS linked. (two or three of "each" line)
* 12 X $2.50 = $30 profit per day per store.........

Where in that RNS does it say two to three of each "LINE" being sold per store per day.
Your example of 12 units per stores is pure hype and imagination.
My understanding is current profit margin is closer to 30% rather than 50%.

Your interpretation of the wording is nonsense and it is this sort of blatant ramping that could well lead to many disappointed shareholders in July. Disappointed shareholders tend to do one thing... sell their shares!!!!

As already stated, this share has potential but it is very early days. There is no need to write such nonsense. Be patient and lets see what the actual sales figures are in July.

For the record, I am a shareholder with approx £15k invested. However, I have realistic expectations for the next 12 months or so.

BB2.

that was courtesy of doran & robers98.........

Courtesy of Dorian & Robers on other site...

https://mol.im/a/9653353

BB2