Member Info for Lp160606

Perhaps, but how much have they sold of it to date?

I see lawn feed as an utter non starter as a product but who knows.

Business are a mask business from now until the end of the year imo.

Pretty sure this product is 2 years old? Not sure it is remotely a new development..

If so, dodgy ole bow.

Range bound now folks. Pretty evident.

Volumes not high enough to break out of that either.

Next RNS will see this shift. Probably not that far away. I expecting it end of the month but who knows.

Looks good tbf.

Again though, lots of 'new' sellers rather than targeting established businesses. It echos thoughts that they aren't capable of negotiating with professional, established business and so call on opportunists and give them a quota to fill. It's amateurish.

Hence the Volz negotiations that begun in October that are still ongoing.

I actually think the product is good enough to mitigate their lack of business acumen but it does mean its a slower process.

Thanks Pi, you're quite right.

I guess still we require some clarity on the partnership.

I think this is far too positive bordering on innacurate tbh.

We aren't backed by Amazon, that's misinformation. We have access to their marketplace there is no special treatment taking place. Still great to gain access to though.

The reviews are great but will be mostly from investors as it's within their interests to get it known. Still good thing though.

Of course sellers on here are reporting strong sells, everyone here is buying them as they are invested. So I'm unsure if that can be read into much.

Volz we need clarity on.. is it a fully outsourcing agreement, is it overflow, are they looking to supplement their customer base, we simply don't know. I actually can't remember the last official statement on volz but it's been going on since October..

Personally don't think they are capable of closing a deal with a private institution for high volume. Others will disagree but they've shown nothing to date to suggest they can.

So Amazon and these other sellers are valuable. And Volz are the most important of the lot as they hold relationships with Slovak/German healthcare.. if they are manufacturing via outsource agreement then volz will sell everything they make as they already hold the relationships imo

Amazon key. Represents a 5th of estimated supply following production fix (5m per month / amazon seller got to buy 1m per month)

But it is the Volz next steps that will determine the short term trajectory of the company. Outsource agreement and upward momentum will actually sustain rather than these piddly 20% that never holds. Will also show the new BoD to be competent, which imo is more important than anything.

Probably right. Friend of mine is setting up a 'fan zone' for the Euros.. been told.by the council tables of no .ore than 6 irrespective of new guidelines and masks to be worn when inside and not at tables...

Be a tough gig enforcing that but I concur with Drmicho, masks are here for the foreseeable.

Can appreciate many older/at risk will wear one in public always now, why take the risk

Dunno mate but pretty sure this ain't their customer service department.

Interesting because it is completely made up?

These BBs are pretty reflective of the organisations they represent imo.

Companies that have clear concise RNS and strategy with strong leadership you don't tend to have the bickering.

Yep.

The ramping has somehow gotten worse here. It is bordering on disgusting.

'Amazon drivers wearing our mask' 'Pilots contract signed with NHS' '5p this week' 'will do 60% tomorrow from these levels'

All utter b#llacks.

I actually believe good news is on the way and with the unfortunate rise in cases across Europe the company are really well positioned now to take advantage.

By the end of the month i suspect they'll have the supply issue completely overcome and an outsource agreement to announce with it.

Oh, so that was legit.

Surely 'covid killing disposable mask' as the title.

Looks ****e tbh. Sure they'll be tweaking it as they go.

Good stuff.

Weird they didn't state as such in the report yesterday.

Although definitely appears they've changed initial GTM. perhaps realised beurocracy of the NHS is a tough gig and so gone B2C instead. Probably a good thing. Will lead to better margins.

If they have gone B2C it would also make sense as to why Alex perhaps left.. maybe.

The important thing imo is they wouldn't go back to news channels unless supply bottlenecks were overcome.. or very much close to being overcome..

This is what I take from it.

At this point with this news. Let them raise, I'll be loading on the drop.

All they've done is hit more and more gold and shred up the resource over the last 6 months. I can't remember a negative spin on any RNS.

they may raise but deary me, in 2 years time the market cap is going to be 10x from here at a minimum.

Did make me laugh.

Obviously if he was legit he would go via official channels not here.

Little birdy getting a ramp in. All that is.

Really great to see solid PR getting pushed out now.

I've seriously had my doubts but it appears to be coming together much better than previous. Licensing of course the key, and i think the next update regarding Volz is crucial, an outsource agreement with them and sentiment genuinely returns, not these 20% runs..

Europe should imo be the focus. Numbers rising amid a third wave and relatively disjointed Vax rollout.

I'm asking questions on the vetting process. Is it that big a deal?

I applauded Torr on his ingenuity last week, but he is a small distributor. So yes, i will state i would of expected the business to be focusing on larger distis.

I put those caveats in as everyone is so emotional here. And largely focused soley on the upside. I simply wanted an insight into a process he understands. You would think that information would be important for everyone.