RE: $1bn profit2 Apr 2021 11:40
I had a conversation with Trevor and Antonio some time ago, and tweeted accordingly back then, about the ISOLATE requirements and not to worry...
The company already have partnerships, some of which they have named due to the nature of those partnerships and what is involved.
GVB Biopharma are one of them because of the tie in with the seeds aspect for starters.
The company isn’t going to telegraph its manufacturing roadmap and supplier details to shareholders for obvious reasons.
The 10,000 AATAC store commitment was an additional 10,000 from when start / started shipping that next batch to AATAC.
The Smoker Friendly Chain of stores (circa 800) would appear to be the one rolling out to, given you can see Instagram posts from some of their stores, plus using Google to search their store locations, you can then see pictures of stores themselves with the Chill cabinets inside them...
Did the company say it had secured THE LARGEST smoke
shop chain to nationally rollout to or simply “one of the largest”.....
Don’t expect the RNSs to clearly tell competitors where going next!
Where it is sourcing components from, or even with the LDA finance deal in place, what aspects of the supply chain either in the USA or in Europe it may wish to “secure” or in which manner it is securing them...
What UHNW investors are doing (the likes of John Story) and other just HNW investors are doing is chipping away and adding shares.
I’m aware of several people sitting on the fence (not invested) that are waiting to see further evidence of the rollout and sales before investing, who will happily pay north of a £ when news comes out, but will wait and pay that (and they will) when visibility of sales is out there.
It is out there.... if you look... but some people want it in an RNS before invest....
Remember that 12 months is a very long time...
You are talking about a 10,000, high footfall, AATAC store rollout occurring in that time.
6,000 store reach from the original distribution deals... One of those appears to have resulted in the national smoke shop chain “Smoker Friendly”
One chain ~800 stores...
There are another 7 or 8 smoke national chain stores with 100-200 stores each out there in USA... Liquor stores.... bars....
AATAC network has 7 or 8+ 2,000+ National store chains in the C-Store network. At any time any one of them can do what Smoker Friendly have done and decide to go statewide or national (like SF).... a few of the AATAC chains have 5k and 7k stores...
Point is there is a plan to roll to 10,000 stores with AATAC within 12-15 months and work out the best approach to rollout, but they aren’t going to say “no” if a national chain decides they want it are they....
And you also have Europe to come.....