Member Info for Gallmat

I do sometimes wonder why people buy it only to sell at this price. The big news has not even landed yet.

Waiting really is a skill ( which I am bad at)

:)

Volume is so thin. Whatever happens we will do it together, get rich ( or burnt).

I only look at start of day and end for rns now.

Has to go on the watch list.

They are nice guys and actually a CEO is willing to chat is very important ( many CEOs on aim...well)

My main issue is timing. I am waiting on a stock to release info around dec, and that looks like a multibag.

Due to the timing of information release this

I had a good chat with them today. CEO clearly has Alot of energy.

The DD branding is not such an issue as it hits the middle class market which was a key concern.

I asked about broker research and nothing this year. ( someone asked me about it).

This is definitely on my watch list.

I think they do need to be a bit careful in language.

1. Review started with "come on"

2 " a little bit of patience and understanding"

These are not things to say to consumers. We advertise a delivery date and they expect it. This sounds like blaming people for their reaction when we don't deliver. They need to alter wording

Thanks

I think

Lovely buy back to size!, long may it continue.

I decided to put this on the watch list.

The company seems a bit behind the curve on adoption, action could have been taken on the sales size and also looking for strategic NED.

There was some movement in middle east and I would guess that was driven by person regionally in charge.

I think some leadership is required and I felt on the call management felt the wave of demand was inevitable. But I did not get the feeling of energy from them to go get it.

I will feedback to you. My focus is going to be on supply and long term vision mainly. I think the management for Boop might also need tailoring if you want partnerships, you need someone moving In those circles who is a good ambassador.

I think we are largely aligned. My key observations are :

With overstock and change of packaging are you doing anything different from tk max and pound shops? If it is not different how do you get the stock consistency ( clearly these other businesses have partnerships)

If we do not like the idea of the best before date why are we doing it?I see some confusion on DD of people getting things having not paid attention

I think the business can do well and that is why I am interested. The key points for me are what is the moat around supply/differentiation.

The just doing what they are doing without much differentiation could make a good profit. The real question is do they have a MOAT to make it amazing.

Retail is hard and with a 20pct margin you need to sell alot to make profits.

Again not being negative at all.

I am only on my 2nd day looking at it seriously, so I made a list of questions/concerns and reached out to the company today to see if I can discuss.

Most likely it is a lack of my understanding of the industry and distribution channels.

Markets seem great and so do products.

I just wonder if this a technical based CEO when the business has transitioned to sales and execution.

It was hard to get the feeling of how long trials will last. Expectations for follow on work, the feedback from customers to date.

Probably it will all come through the relationships they build, but they did not sell it well.

I would be saying this guy is dominant in East Coast, next guy South. They chose us over other solutions.

The story is there, CEO is just not giving the messaging.

I am also hopefully talking to them on Monday.

The new brands seem spot on. Discount dragon still concerns me with branding.

One thing that I want to understand is why the core saving the planet message ( their USP) is missing on all sites.

Also given the gross margin they need high sales, so I am Interested in how they structurally approach this and build a moat.

Intuitively Boop has none of the issues of the other 2 businesses ( very keen on this)

CEO really comes across well and it is easy to see him holding his own with big companies.

I do feel the market is holding back due to lack of units. When they announced nationwide they needed to demonstrate more balance sheet strength

So I agree they need more revenue from existing customers as the though of a raise is always there.

I find it strange the scandi and uk businesses have not really increased deployments at much faster rates

I stopped looking as I have many other ideas now in other sectors. Maybe revisit this idea after SOC

Lots of ways to do it if you put time in. I found everything I was told using other methods

Actually I researched around the canabis sector and found an excellent stock. Of course it is not the one SEED purchased but it was worth the effort. So thank you SEED!

Any view on the ceo. On the call it feels like she is stumbling through the presentation.

Does anybody have a view on their past performance. Do they hit targets and do what they say.

Very very interesting stock, just trying to leverage the views of someone who has followed it more closely for a long time.

I also had the feeling you want some industry specific heavy hitter on board. Known in right circles to get feet under tables.