The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Picked up another £10k worth as a trade as see this back in the 40s in the near term. Will keep my main holding of ~330k shares for the foreseeable. Bargain imo
Finally. It’s been a long wait but glad we are where we are. Wouldn’t want to be out of this over the weekend ;)
I hope you are right scored. Like GGIS I have been here for the long haul so can wait a little longer. I have a decent chunk on a free roll so looking forward to the year ahead and hopefully the patience will be suitably rewarded. GLA
Well said craigy! If I didn’t believe in the company I’d sell. I also take a long term view, sps don’t move in straight lines, so no real concerns (chilled if you like vas). Yes I’d have liked to see the 3500 stores hit, and would liked to have seen more detail on the numbers, but at worst I see it as a delay and nothing else. Will they hit 3500 stores? Yep, abd many more. As Fred says, for me the positives far outweigh the negatives so I’ll continue to hold until my view changes. GLA
I’m able to see the positives. 3500 would obviously be better, but what the company has achieved over the last few months is in my view quite remarkable. Rolling out in the us, uk launch, acquisition or chill domain etc. You seem difficult to please and only see the negatives. All IMO. I have no concerns with my investment here.
If, say, started to build a house in April, then in May said I was adding an extra couple of rooms would you expect it to be finished by June? They were rolling out to 2,000 in April but did they say it’s be complete by the end of the month. Not as I recall. So inJune and July they continued rolling out to stores, not rocket science. Rome wasn’t built in a day and all that.
I'm with you Wynnstun - I see sales as done deals and orders of over $2mm as to done (depending on manufacturing, distribution etc.). Makes no sense to me to say we have sold x and have orders for the same x - why say it twice?
It was the other way round - $1.34mm in May, $0.72m in June so $2m in total SALES, and I read it as another $2m in ORDERS (to become sales shortly).
BB2,
For what it’s worth the RNS states $2mm of ORDERS following combined SALES of c €2mm so I read that as an additional order for $2m which hasn’t yet been converted to sales.
FT
WG - don't forget it also can't have any competitors! LOL
PB, odd investment strategy for 5% of your pension pot. What about the AATC deal, rolling out to 88,000 stores, being stocked in Smoker Friendly stores, UK sales (currently online only but expect that will change), Europe and beyond. Supermarkets are awash with 'same but different' beers but ones that are stocked in all the supermarkets will do better than some local tipple sold just in Booths in Lancaster. That's what makes ZOE stand out for me. If they can get the product on shelves throughout the US ahead of the competition and with a recognizable brand I will it will set them in good stead. IF you don't think the SP will go up sell if you do hold, simple really. GLA
Hope so! Not often I purchase at the right time ;)
Can't see the SP staying down here for much longer with news imminient so added 10,000 more and 2,000 in each of the kids ISAs. GLA
Calculations also exclude any online sales, Zoetic products, uk/Europe sales.
Toblerone, agreed the branding is good but still think the website needs some refinement. The cannadips website, although message is essentially the same, is a lot slicker IMO. I appreciate the website is a work in progress so hopefully see some updates over the next few weeks. ZOE have the advantage of great deals in place so every chance to become a market leader as you say. GLA
Thanks Toblerone, a big improvement which was well needed. Will have a look on the laptop over the weekend. Have a good weekend all!
Likewise, I added some more. Patience required but can only see this heading North over the next few months. GLA
Rugby, agreed. Could it be they already used some of the financing available? Anyway, as you say onwards and upwards. FT
A mention of fool today - https://www.fool.co.uk/investing/2021/03/31/5-days-to-go-3-penny-stocks-id-buy-before-the-stocks-and-shares-isa-deadline/ good to get the word out
Thanks TR much appreciated. Another good day. More tomorrow please! GLA