RE: wow27 Jan 2021 20:39
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 £(