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Keep up the good work of highlighting the ambitious 10,000 store count target Vas, you’re doing a great job. Maybe bring up Taat again to highlight how under values we are in comparison especially considering we are in more stores, selling a more diverse range with better branding too!!
Good win tonight Fred!
The transition from tobacco products to non-tobacco products is already well advanced and underway. Nicely branded (Chill) alternative lifestyle products will make a lot of headway in this space.
In general there was a comment made by Viridian on the migration from tobacco to tobacco alternatives, and also there is one of alcohol towards THC, as peoples "methods of chilling" change over time with legislation etc.
Clearly Viridian represent players in the cannabis space, as well as the CBD space, and the tobacco alternative space, and I think this was a more generalised comment.
Nobody is suggesting CBD will replace alcohol.....
The simple fact is Chill, either in its products, or even the reselling of others, are in that "lifestyle space"
They have their own products and can continue to bring out pretty much anything "Chill" as time moves on, they can also look to sell others products in the "Chill space" that don't directly compete with its own product lines, with the Chill web domain.
The trolls have continued their argument from first laughing about "flogging CBD out of garages" to then knocking the CBD market in general, to underestimating the tobacco cessation market, to then acknowledging it, then suggesting big tobacco will consume all in this space etc....The trolling will continue to change from one narrative to another, but as the "non-linear rollout" moves into its next phases the "no updates / no numbers" narrative will fade and die, just like the "no stores" argument before that.
The company will still hit its 10,000 store target, on time, and it will have a non-linear rollout...
The translation for the above is to simply expect, at any point, a "Chill is in X stores", which is significantly above the previous store announcement, and then the same to happen again.
The shorts will not get a period of time in which to correct their positions, because it won't be "we are rolling again at x00 stores a week"
Things will jump in chunks, and alongside additional stores, will be additional SKU's appearing in stores, and online.
Now the SP has remained in this range, having not priced in the Rhino Marketing tie-up, not priced in the Viridian tie up and not priced in or understood the non-linear rollout, nor the TFN product announcement.
I would imagine stores going from the previously announced 2500 towards 10,000 in a short period of time, alongside new products being in those stores, alongside an IR drive in the USA... to put quite the squeeze on any short positions.
To put in context, being in 2,500 stores with 5-6 SKU's (3 flavours of CBD chew pouch, and either the 2 CBD Isolate Smokes or those + Hemp Smokes) is one thing. Being in 2,500 stores with 8-9 SKU's (The TFN pouches in one strength being added) is practically the same as a 50% uplift in stores from the original distribution
"To put in context, being in 2,500 stores with 5-6 SKU's (3 flavours of CBD chew pouch, and either the 2 CBD Isolate Smokes or those + Hemp Smokes) is one thing. Being in 2,500 stores with 8-9 SKU's (The TFN pouches in one strength being added) is practically the same as a 50% uplift in stores from the original distribution"
- and being in 10,000 stores with 8-9 SKU's is different gravy altogether!
Like I said, where does it say they "can't fulfil orders from its existing 3000 stores to keep them stocked and protect revenue"??? - You've completely made up this falsehood as you do soooo many other times?
You also say that "they have stated apparently" - again putting doubt into the sentence when you know for the AGM that they didn't "apparently" say anything!
Once again prime examples of you trying to make mischief on here for a share you don't own (maybe have shorted - i'd like to think you have or you're wasting lots of time on something that you have no stake in)! These are typical of the reasons why the vast majority of the posters here have you greened out for being a Troll!!!!
As for your transportation/distribution questions then why not email the BOD's and ask them and then you can come back on here with their answer so you can finally post something worthwhile!
He would be lying if he said more than zero! We all know he's NOT a shareholder just an annoying troll trying to interrupt any good news or posts that come up here.
Where have they said they are struggling to fullfil orders to the existing 3000 stores?
The transition from tobacco products to non-tobacco products is already well advanced and underway. Nicely branded (Chill) alternative lifestyle products will make a lot of headway in this space.
In general there was a comment made by Viridian on the migration from tobacco to tobacco alternatives, and also there is one of alcohol towards THC, as peoples "methods of chilling" change over time with legislation etc.
Clearly Viridian represent players in the cannabis space, as well as the CBD space, and the tobacco alternative space, and I think this was a more generalised comment.
Nobody is suggesting CBD will replace alcohol.....
The simple fact is Chill, either in its products, or even the reselling of others, are in that "lifestyle space"
They have their own products and can continue to bring out pretty much anything "Chill" as time moves on, they can also look to sell others products in the "Chill space" that don't directly compete with its own product lines, with the Chill web domain.
The trolls have continued their argument from first laughing about "flogging CBD out of garages" to then knocking the CBD market in general, to underestimating the tobacco cessation market, to then acknowledging it, then suggesting big tobacco will consume all in this space etc....
The trolling will continue to change from one narrative to another, but as the "non-linear rollout" moves into its next phases the "no updates / no numbers" narrative will fade and die, just like the "no stores" argument before that.
The company will still hit its 10,000 store target, on time, and it will have a non-linear rollout...
The translation for the above is to simply expect, at any point, a "Chill is in X stores", which is significantly above the previous store announcement, and then the same to happen again.
The shorts will not get a period of time in which to correct their positions, because it won't be "we are rolling again at x00 stores a week"
Things will jump in chunks, and alongside additional stores, will be additional SKU's appearing in stores, and online.
Now the SP has remained in this range, having not priced in the Rhino Marketing tie-up, not priced in the Viridian tie up and not priced in or understood the non-linear rollout, nor the TFN product announcement.
I would imagine stores going from the previously announced 2500 towards 10,000 in a short period of time, alongside new products being in those stores, alongside an IR drive in the USA... to put quite the squeeze on any short positions.
To put in context, being in 2,500 stores with 5-6 SKU's (3 flavours of CBD chew pouch, and either the 2 CBD Isolate Smokes or those + Hemp Smokes) is one thing. Being in 2,500 stores with 8-9 SKU's (The TFN pouches in one strength being added) is practically the same as a 50% uplift in stores from the original distribution deal(s).....
It's just a waiting game...
I'm sure Vas only posts his bizarre ramblings to push informative posts off the front page
Ragged, don't forget the speed limit is different in different states so surely that will have an affect!!!!
Those calculations aren't meaningless as investors assumed a certain number of stores selling at a certain rate would still equal the same sales/profit etc.
Covid's disruption to the supply chain network - ie lack of truck drivers and warehouse personnel - was the reason given for the slower than expected rollout.
As for the increased rate then Yes, more production, more deliveries, more trucks = more stores! You don't need to know anything more than that and you are just trying to sow seeds of doubt - ooh they've only gone out to x stores so far so how are they going to go out to 10,000 by March.
My interpretation of a non linear roll out is that some months not many will be added and some months many thousands. Other than that it's irrelevant how they do it unless they massively fail to hit the 10,000 store count by end of March 2022. It's like anyone's job, sometimes you have lots of patients to push about, sometimes very few!
Don't forgot they have more products in their range to roll out now as well of course. How are you going to make that sound dodgy??
Do you want to know the names and addresses of all the drivers too? Make sure they have the right credentials?
Anthea, know one actually knows why you show up here once in a while! You're ill informed, trolling does nothing to benefit the posters on here. You're basically a sh ite Vas!
Dmors
CBD market valued at $2.8B in 2020 and expected to grow by 21% year on year. That is HUGE! Is it bigger than the alcohol industry, of course not but as you said, early days in the CBD world. I'm not saying it will be as big or bigger by any set date but the uses of CBD go far beyond the recreational use so the sky is the limit. Plenty of scope to make a lot of CBD companies an awful lot of money!
Correct Billy, it's only important for the very short term sp but not important in the great scheme of things. Q3 figures in a covid hit rollout when store numbers are around 2500, a brand new product which has had little in the way of marketing, won't mean much compared to Q2 next year when store count should be above 10,000. When the number of products has increased with the nicotine but no tobacco chews are out plus whatever else they have in the pipeline. The product will hopefully have had some actual marketing, etc.
So Q3 figures are great for anyone looking to bash the sales figures (lets face it the trolls bashed the tiny sales from last year and then the $millions sales for early this year as well so company can't win), BUT insignificant in the long run.
Stop living in the past and look to the future.
Rowley Birkin QC makes more sense than Vas most of the time!
Vas, most people in here HAVE ALREADY put their money where their mouths are you numpty!
Tenn, and against any FCA rules and regulations too. Must be an authorised person who has passed Fit and Proper persons criteria (and we all know he would fail that dismally), have relevant qualifications, etc.
Think Roger Mellie got it right on Twitter!