Member Info for DRB83

A marketing strategy, which they are on with
Better Comms, which they are on with
Time, which we have to give them.

Would Chill actually know what individual shops are selling of Chill products. They know what Chill are selling themselves to the distributors and at some point in the near future they have said they will give us this information broken down in more detail.

We don't know what the individual distributors policies are on stock levels. Do they use a JIT system and keep stocks low or do they build 2 months supply of stocks. We don't know. Same for the individual stores. So many moving parts to even try to start to understand the sales levels.

If demand is an issue at the minute then it will be around price or marketing or a mix of both. In terms of taste, I'm pretty sure most people would at least buy one of each pack just to give them a go. That in itself would generate tens/hundreds of millions of dollars of sales. People just don't know they're there yet. At least not enough people.

Marketing - Word will catch on. Rhino and Ransom will do there bit, Instagram will get wind, influences, Rodeo stars, sports stars. There are plenty of different marketing tools and strategies that can be employed to help spread the word. We can see Chill are already using some of these. The brand itself CHILL, what a name, the logo is awesome. The marketeers have got a pretty straight forward job to do imo. It just doesn't happen over night or even in a few months.

Price - could be a sticking point for some but if Chill are going down the premium product route (which they are) then price has to reflect that. Introductory promotions will go someway to bridging the gap between some of the competitors but at this stage we don't need everyone buying our products. Eventually, when we have the volume and infrastructure in place to benefit from economies of scale/scope then we can look to pass them savings onto the consumers. By then we will have established our premium brand but at an affordable price. Great combination.

So far, I am comfortable here. The Comms could certainly improve but at least the bod are aware and they are actually doing something about it. If Viridian want paying this year or even next then they'll need the SP to be at least 60p. The bod themselves have just had 5.775m shares vest 50% with a buy price of 14p and 50% at 18p. The current SP is currently below both of those prices so that reassures me that the bod are very much incentivised to get this back to triple figures.

Imo it will come.

Wba, why did the directors buy in in November if the intention was to let the SP slide. GM is over 70% down on his half mill. That bit doesn't stack up with your theory.

It's all in our own opinions of course Parkez and let me be clear that testing subsiding is not the same as disappearing. Testing will be built into the fabric of the NHS, care homes and where the most vulnerable are. Asymptotic testing will probably reduce to just surge testing eventually. Imo.

Eventually could be months or years but we won't always be like we are now.

This is a positive for us and ncyt because as I said yesterday, covid is now holding us back.

Just thinking out loud. When treatments for Covid start to hit the market my understanding is that they won't necessarily be the same treatment for flu and RSV. If the treatments were interchangeable then surely we would have been using flu treatments onncovid patients by now. Not sure what flu treatments are out there but we still get upto 1000 flu deaths per week in the UK during winter.

So assuming the treatments are all unique to the relative virus then how do we know which treatment to give.

News of treatments is fantastic as it gives the most vulnerable a fighting chance but let's not be fooled into thinking treatments actually replace testing.

Possibly travel testing could subside but NHSCare home testing will go through the roof and stay high for years to come. We're quite well placed for POC testing.

Also, current treatments are most effective in the first 5 days so early detection is now even more important because we now have a better chance of saving a life. Concerned people arn't going to go to the hospital for a test instead I suspect we will have the little mobile sites carrying out multiple tests per day especially in surge areas. We are also quite well placed for the mobile testing units market.

Testing will subside eventually as we move into a new normal way of living with Covid. Vaccines, treatments and testing will go hand in hand for years to come. As testing does subside ncyt will spread into other fields and the covid label will slowly disappear from around our necks.

Let's also not forget the next pandemic that we will certainly want to catch before it comes in and causes mayhem again.

Any post from any of the you know who's that are perceived to be disruptive or gloating in others misery we should agree to report for those reasons.

Echoed.

They feed on others misery. Unfortunately these people do exist and technology has allowed them easy access to disrupt from afar.

Maybe best if we agree to ignore them. If we stop feeding them they'll eventually be forced to look elsewhere for food.

As I said before, I don't mind an investor with a negative view but some are just on here to gloat as if they have achieved something to be proud of.

Let's agree now to ignore the low lifes

Shell, I hope you can read the time better than you can a cash flow statement

154? How do you know Neil?

I think that's insider knowledge you're after there WBA

Vas, there will be trucks involved from the manufacturer to the warehouse. If we can't get the product to the distributor and the distributor is running low then we are losing days. Then as Seb says there will be trucks involved with getting the end product from the main warehouse to possibly more localised smaller distribution centres. Again, no trucks mean we are losing days. Some stores may be screaming for stock and spending most of the days calculated by Billy with empty shelves. This will distort the daily sales figures.

I am not saying that demand is soaring as there isn't enough evidence to suggest this. I am saying that the low sales per day is a mixture of logistical issues and possibly demand due to types of marketing being used.

It's a new product in a completely new market so it will take time to catch on but once it does then sales should snowball.

Billy, it also depends when the photos were taken and why they were taken. Could have been snapped just after a restocking. It could be the last if the stock from in the back. We just don't know enough so we have to speculate.

Had a quick browse and can only see a couple of suppliers from UK. $7 Vs Hologic $19. Mmmm. Not sure what there test does that ours doesn't but that's a bit of a gap. Does make you wonder how the travel testing labs were charging £100+ and thinking they could get away with it.

I'll stick with vans. Pigeons would work out too expensive as they could only manage 1 pack at a time. Drones are useful for the last mile but not for warehouse distribution. No, I think I'll stick with vans.

No, I haven't Seb. Isn't the issue with the availability of truck drivers + covid. Well can't do much about covid but could always get some vans hired. They are only small items we sell. Probably get a few thousand packs in a van. I could drive a van.

If we can get Co-prep launched next week then we'll have 6-7 weeks of sales before YE. You can almost guarantee that GM wouldn't have included anything in is forecast for Co-prep. Another reason why I expect £110m+ revenue.

Call me grumpy but we just gave away 13% of $1b+ of iron ore $130m for £4m. That doesn't include the 13% given away of Brockman, EH, Munni Munni, Mexico.

I'm sure I'll get over my disappointment eventually. At this stage of our projects (when 1 is only months from being a significant cash cow) we shouldn't be giving it away so easily. I would have much preferred a secured loan to put us on until a offtake agreement could be put in place. We must have $7-8m in the bank now. Any need?

Vas, if the bod thought 500 stores per month was doable with 1 or 2 distributors then they will need twice as many now. A RNS before the month is out?

One day ncyt will need II's. Maybe for a huge cash + shares acquisition. Until then, we PI's don't really come into their thoughts. More of an irritating wart on their backside.

Maybe they will test antibody levels to see how likely you are to be seriously ill. Maybe, knowing that natural antibodies are stronger than vaccine antibodies they'll also want to know which type you have. Could be a need for our next gen antibody test when it finally arrives.

Vas, since 1st August we have had

Eric Schrader batting for us
Rhino Marketing on board
The Ransom company on board
Viridian on board
Launch of TFN

I suspect the bod believe that these changes will rapidly increase the rollout and once it gets going it will get stronger and stronger.

I can only imagine that this is the only way they will achieve the target. Unless they know something is coming which we're not aware of yet. I certainly doubt everyones sat round twiddling their thumbs.