The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Not much point giving my view now as about to hear it from the horses mouth! But seeing as you asked...
My two cents is the interims themselves will be as irrelevant as the finals were, given than the rollout started after the period in which the interims reflect.
I know many investors want numbers, I’m not sure if they will be available for items sold per store yet.
The reason for that is the first 125 newly rolled out stores were 2 month ago.
But where were they rolled out (location) and what size are they?
The next stores rolled out would have 7 weeks data.
The batch after that would only have 6 weeks data.
So in terms of what a real average would be across very large, large, medium and small sized stores, and in different locations, under varying current restrictions due to Covid.....Do they have that extensive data yet?
Many variables.
So will they be able to say 5,6,7,8,9,10 or more items a day on average, to be able to accurately forecast across all store types and locations? Maybe not just yet, IDK.
As for store count rolled out. I don’t believe AATAC would be rolling yet, but don’t think will be long before they are.
How many of the non AATAC 6,000 store reach have they got to now? There’s a question.. Covid, Thanksgiving, XMAS and of course an election with some stores boarded up! Who knows how many rolled out to?
It was 125 in 1st week, but no guarantee that would continue, up, down, same?
In light of the above I’d personally be very happy around 500, but of course if that rate was mostly maintained it could be high hundreds to 1000+
I think high hundreds / 1000 would be a fantastic achievement, prior to AATAC starting, and the SP would move very favorably if it is.
I fully expect with Ox shackle free of their previously owned and operated C-Stores and Gas Stations from Jan 1st, and AATAC hopefully fully on boarded either imminently or by end of Feb that number, whatever it is, will rapidly increase.
I fully expect £’s this year not pence, and I suspect it won’t be long now before that’s reached, either on release of the update if in the high hundreds / thousand stores already, or with any indication of AATAC rolling imminently.
It’s distinctly possible with AATAC that any one of the big gas station chains could decide to stock Chill, and some of those are 7,000 stores alone nationally across the US. If an order like that dropped in anytime it would be epic.
John Story’s interview sums up stuff pretty well.
Whatever happens short term, medium to long term the gains to be had are immense.
They could start tomorrow or Friday, but £ will come with enough stores with Chill.
There is soooo much more of course with Zoetic, anti-ageing product(s) Chill in Europe / UK etc.
I expect a lot of current (since interims) and future information, and a handful of desperate trolls to not read any of that and bleat about sales up to end of September and how can we be worth £(
Indeed and along with the interim's which mean little as the rollout started after 30th September....
Comes the update on where we are really at...
Indeed the board is a lot better the only "hopeless" one is me... Or would that be the ones who are still short?
Tick Tock!
And we aren't just CBD we are in the tobacco cessation market and CBD all in one product(s) .....
World Leader in Commodities Stockbroking has decided to join the Zoetic party today as a new Market Maker.
What do they know?
Who are they buying for?
PS. Im feeling particularly hopeless today. #IToldYouSo......
Are you posting double already? I guess nor for you! :-)
Yep it's an awesome service.
Ordered yesterday and all mine are being delivered to family and myself today :-)
Lovely stuff!
H202 The MM's in the USA covering the market need to have agreements in place / partnered brokers in the UK / ways of happily moving the shares.
From the OTCQB listing there wasn't much volume, but the company was not so far advanced then, and Cannabis / CBD stocks are very very in fashion at the moment. With the rollout happening much more awareness of Chill and Zoetic will therefore be a natural advancement.
When AATAC start rolling - people see that moving it will get noticed lots more.
It's all good, and the wording in the RNS is setting the stall out for the growth to come...
Sit back and enjoy the ride. My two share tips for 2021 are going to the moon!
At the end of the day, as far as the OTC is concerned it is the top table.
For now if they buy 100,000 it's another 100,000 buy, if they buy 1m it's a 1m buy, if they want 5m then it gets really interesting.
At the end of the day, there are only so many shares in issue, and they have to be shared on both sides of the pond.
Whatever buying from the OTCQX when it starts, it is more buying..
Oi less of the mature.
There are on the likes of CFD's with IG etc......
I have no concerns on that front. When we are in thousands of stores and more than one Continent with Chill, then we will attract more attention, but of course at that point the SP is many £'s. I'd rather it keeps on growing organically by itself, and if it went to a vote then my 3m+ would be go away!
I guess I have to thank you as well then.
I see Noel has put a chart out that says it could go up or down or sideways.
The only thing that matters to me currently is if it goes down or sideways I can accumulate more shares, it’s all about how many you own when Chill has rolled to ~1000 stores and orders from AATAC arrive to send it flying.
HNY messages have been exchanged and the chaps seem in high spirits and raring to go this year, and it’s not surprising really:
We simply await further news, but with the Schraders now clear of their other commitments with the sale of their 18 Gas Stations and C-Stores attached to them , which completed on Dec 31st, we now have additional dedicated manpower driving Chill forwards from the Schraders as Ox distribution grows.
So there you have a heavily incentivized and $ loaded distributor ready to rock and roll, which is a majority shareholder in Zoetic already and stands to gain with every Chill product distributed in that D2D sales model.
Eric Schrader has already been working tirelessly driving the distribution and fulfillment forward but has had to keep tabs on other things whilst their other businesses were there.
They aren’t now and they have the $ in the supply chain sat right next to Zoetic, and have very small tightly packed products which carry a c50% GP margin for Zoetic, and therefore a nice profit in there for them for each one that flows through the D2D chain, both as distributor and major shareholder.
It is in their interest to get as many stores ordering and repeat ordering as they can, and they have positioned themselves to do just that!
As a certain Arsene Wenger used to say,”we are now playing with the handbrake off”
Tick Tock
Indeed. Nothing has been delayed, and no delay request has been made.
An investor has mailed Tim Metcalfe who has simply said the reports aren't due until the end of Jan and a trading update will come with them.
So basically, everyone knows to expect a trading update with them (they always did) and yet even though they could still arrive later today, or any day in Jan, people sell!!!!
Utterly priceless.
Jan is going to be epic. And it will be even more so now I have even more shares :-)
So the sudden realisation that the accounts (not delayed) but can actually be reported at end of Jan (and obviously a trading update would be put out then) results in a panic sell off.
People really can be so short term in this game its comical.
Will the rollout stop and no material announcements be made before end of Jan?
Will the development and release of new products stop?
Have shops stopped selling products until end of Jan?
Will we stop development and rollout in Europe of Chill products?
Has the Schraders sale of Oil and Gas Stations suddenly collapsed?
And so on......
Thank you sellers anyway, please feel free to continue!
They go from 31st March to 30th September - Nobody cares...... Rollout started after.
They will come along later.
4.5 hours to be in before brakes come off in January. Its as simple as that!
You are very brave Crizmo.
A bunch of muppets who read TW's pile of dog poop did exactly the same for the finals around 20p and held those shorts for a long time and burned badly accordingly....
Personally I'd love it to drop on people reading historical numbers and ignoring all the positivity in the current and future prospects as I'll be throwing the kitchen sink at it if it dips because people are obsessed with the past and have no grasp on how the company is positioned to move forward...
Merry XMAS Holders.
I hope many of you can join me in rocking the yellow three wheeler next year.
Love and Hugs,
The “slightly better off than last year” Hopeless Dave.
Speaking of paper, you could print off TW’s latest rant and use that paper to wipe your behind with..... eh Tom?
CLOWN!
Or those who sensibly bought in already. Yippeee
Did say 2021 would be a good year. Turns out this one was as well.