Member Info for BobbyDavro

1k profit Robbie makes your bouncy castle look like one in the garden of a dolls house.

Sadly a takeover attempt will probably happen before we hit late £20s share price we all know we’re headed towards long term...

Regarding manufacturing- Zoetic will just buy in the CBD - not hard to do.

The money is not in growing but in retail / brands / products.

The growing ship has sailed in terms of explosive growth (as mentioned by our whale investor John Story in the recent vox markets podcast), but the products have barely just started.

Zoetic have first mover advantage along with board relationships, experience, ISOLATE EXTRACTION PATENTS* (NOT DISCUSSED ENOUGH!), tried and tested brand, massive distribution deal across 88,000 stores with AATAC. The list goes on. It’s a matter of WHEN not if.

*A sneaky trump card Zoetic have is the possibility to licence their isolate extraction patents for a royalty. This currently isn’t factored in, but 0% THC products will be massively in demand as those who take CBD will want to pass certain drug tests. CBD products often contain THC otherwise!

I’m going to continue bolstering my position here.

This is just getting painfully cringeworthy now - sending people on here to try and whip something up.

Makes this an even better investment as once the shorts close the next upward spike will be even greater than without these lunatics!

Tell you what shorters a it’s just much easier being long!

I was thinking 110p the next stop, but now I’m thinking with their help we could push over 140p.

Has TW even ever been to America? Clearly not a clue about CBD or this sector.

Tomorrow morning look out for the MMs having a crack at marking this down 3 or 4p based on TW’s latest attempt to push the price down. Seen it before.

Could make for a nice little buying opportunity before they pull it back up again in the afternoon.

Good luck to all holders!

The below link may be removed by LSE, but listen to John Story talk about his substantial investment in Zoetic on the vox markets podcast (if it is removed then just search for that). The interview with John starts about 9:30 mins in and he explains why he thinks this is on the path to $1 billion dollars of revenue (higher than my calculations a few days ago). Makes our share price look tiny.

Maybe we’ll see another TR1 soon as in the podcast he says he is still buying the stock.

https://audioboom.com/posts/7781221-savannah-energy-john-story-on-escape-hunt-zoetic-gfinity-plus-alan-green-on-3-stocks

Hi Red Panda, I don’t believe my own target will happen over night.

My calcs were done on a PE of 20 which is actually conservative for this kind of company (Fevertree is on 48 for example). The resulting share price itself seems a high at first, but when you drill down detail it isn’t.

In terms of a time frame I think between 2 and 4 years for the big targets.

Before that I expect us to be trading at easily over £2 a share by end of Q2 2021, and as high as £5 or so by the end of 2021. It all depends on what other news the company chooses to announce.

In terms of how I value my investment in this company, I am happy to base it on the Chill range only, as I view that as the jewel in the crown due to the the AATAC deal. The other products are interesting but the researching / testing of the chill products has been exceptionally good, and it is a huge market.

I am also conservatively basing my values on the USA market and that one distribution deal only! So there could be a lot of upside potential here yet knowing that the company has international deals to announce this year.

The company may also surprise the market with other well thought out niche market products or deals - for example there is a hint of a deal with a big UK retailer in the last RNS.

We know from last year’s investor presentation that they have been putting together the correct legal structures in place to enter Europe. Getting the regulation right is a stated key goal for Zoetic.

But let’s not get ahead of ourselves - for now the huge opportunity here that already exists is with the 88,000 AATAC stores. It really is a “transformational” landmark agreement.

The CEOs bought a significant holding each at 39p and they didn’t do that to merely double their money!

Best of luck with your holding.

Yes we will get over 75p soon.

I stand by £29 as a longer term target.

It’s a big number compared to the current SP but may prove to be a conservative target long term. I am going to further increase my holding at this level.

Best of luck to all holders.

Like Fevertree, Zoetic has a niche market high margin product, and also like Fevertree has under 200 million shares in issue, most of which are well known to be in very “sticky hands”. Free float shares are limited, and the price can move up quickly.

With a landmark transformational agreement now signed to supply the Chill brand products to 88,000 stores through the Asian American Trade Association’s high-footfall network of stores, and extremely conservatively allowing for around sales net to Zoetic of $20 day once the roll out is complete, the numbers start to become very exciting:

$20 per store x 365 days x 88,000 stores = $642 Million

Conservatively rounding the sales numbers down to $400 million to allow for all other costs and risk, we generate earnings per share of $2:

$400,000,000 / 196,000,000 shares in issue = EPS $2.04

According to the fundamentals listed on LSE Fevertree trades on a P/E ratio of 48.

If valuing Zoetic on a very conservative PE ratio of 20, this makes for a share price of $40.80 (20x EPS of $2.04).

Assuming the company chooses to use its cash for future growth prospects rather than rewarding shareholders with dividends, in Sterling at today’s rate, this equates to a share price of £29.77.

These figures cover just ONE USA retail network!

The above valuation excludes online sales, seed sales, value and licensing of patents and IP for their isolate extraction techniques, and other exciting products outside the Chill range.

Zoetic have informed the market a deal is in the works for the UK, as well as the company planning expansion into Europe.

There is huge upside potential beyond the above cautious valuation calculations.

Furthermore, as far as the market is concerned all financial forecasting suggests the CBD market is set to continue to explode, and we know there are future products planned in other sectors of the market (such as the growing anti ageing sector, again mentioned by the CEO).

It isn’t often an opportunity as good as this is offered to the open market - I’ve not seen many in my lifetime at least.

My price target over time for this share is £29 and I expect to revise that target upwards as more news updates are released to the market in the coming months.

I missed out on the explosive growth enjoyed by those investors with good foresight who bought into Fevertree during the early stages, and there is no way I am missing out this time.

I am betting on it! I am buying this dip! But am buying for the long term as days like this are big opportunities.

I think we are heading to 25p very soon. The rise of this share is relentless with consistent buying.

Longer term? It depends what they invest in, but the best part of £1 is entirely possible IMHO.

Could be a larger order being worked through perhaps. Piece on triple A in the times today (mentions Sentiance / Mesh of course).

Follow the smart money! 25p coming soon.

102p is my guess.

Mention on Zak Mir’s sharetalk bulletin board heroes. Target price as high as 25p for now. Good luck all holders.

Wouldn’t be surprised to see a further gap up on Monday. Has legs yet!

Getting quoted 10.2p to buy £10k worth now. Over ask! This will close above 10p most likely.

Breaking out now. Market beginning to reflect recent RNS implications.

It’s ready to pop!

As I understood it from the investor presentation, they will buy in materials rather than use their own hemp as required when scaling. I may have remembered incorrectly, however.