Member Info for obstando

For those worrying about the lack of updates please remind yourselves that this is a maiden drill in previously uncharted stratigraphy. Seismic reports do not give the level of detail of the layers encountered as the drill proceeds so I can understand why DM is taking his time. The gas shows will need to be tested and confirmed as stating 10% when the average concentration may be lower would not be well received. If the concentration levels are increasing as the drill gets deeper then it would not make sense to announce 10% when the lower readings could be much higher. This is a complicated drill and my guess is that there will be a number of shows with various concentrations so although he has stated regular updates he may not be able to put the meat on the bones until TD and then an announcement of the various shows and concentration levels and hopefully an announcement of a discovery. The drill bit is turning and those that are in should be prepared to wait a short time longer. The news will come when DM has it.

Bye!!

@amran - everyone knows ZOE are a CBD company but you are currently insistent on comparing CBX (who have no products but will be primarily supplying cosmetics and creams) to a company primarily supplying tobacco cessation products because it’s suits you to claim the market sizes should be comparable.

As I mentioned ZOE will announce quarterly figures shortly so maybe you’d like to calculate the split between the tobacco cessation part of their business and their cosmetics so that you can comment with some substantiation about comparable market caps.

And on that note is there any reason that you refuse to even compare against LIFE who are selling cosmetics and creams and have high profile sports backers (eg Conor McGregor)? My guess is you don’t want to go there because the ZOE cosmetics value and the LIFE value are not figures you want to use. Better to use a company in the CBD arena making money from tobacco cessation as your benchmark I guess.

I have said that I think there is potential here but until the company share more information a number of investors will hold rather than add.

The market does do unusual things like 1000% rises but unfortunately 50%+ drops are more common.

Please keep a balance and your posts realistic as you seem to avoid comparisons other than ZOE and that comes across as having a possible agenda

Like any start up companies the biggest barriers to entry are timescale, financing and experience.

We have two CEOs who have unparalleled experience in the cannabis and CBD world.

They have the contacts (think raw product suppliers, distributors, manufacturers, branding, marketing, regulatory compliance and packaging).

We are already selling in 3500+ outlets and selling the Zoetic range online.

We are currently in profit and every day that profit will be growing.

Of course anyone can set up a CBD company but ZOE have two years head start on the basics plus experience that isn’t easy to replicate. Playing catch up with a company two years ahead is bloody hard but it’s not to say others won’t try and copy the model. There are numerous soft drinks products and different cigarettes on shelves so there is always room for competition. If you care to do your research you will see a large number of CBD companies that failed very quickly.

ZOE have competition already but are forging ahead and will soon be the market leader and the go-to brand.

Ask yourself if you’d rather be a Coca-Cola guy or a Panda guy.

Because of your attitude you will be unlikely to get much more help from the board so maybe you need to look at how you treat some very knowledgeable posters here.

If you are a genuine investor then take a breath before firing off insults to all and sundry.

Ultimately no-one cares if you sell up your ZOE holding nor if you increase it. That is not going to affect the SP one iota. The more you stamp your feet demanding answers the less likely you are to receive any.

@shagged - you’ve made your decision and announced it here. You know no more and no less than anyone about the outcome of the drill and on that basis the wise man keeps his mouth shut.

Rather than getting involved in a slangingatch I would recommend you take a break from the board in the comfort that you feel you’ve made the right decision.

Save your gloating and baiting until the fat lady is singing.

@R1bo - firstly I am not down - I was in the IPO, sold and bought sub 7p.

Nowhere did I state that CBX had broken any promises - all I did was comment on the link someone posted where the comments suggested investors were looking to take action. If you read what I wrote I clearly said that I saw no way they would be successful with any action. I also pointed out that the article was poorly written with a number of factual errors.

I believe there is potential here as I would sell up otherwise but maybe because I am not as bullish as some here anything I post is jumped on.

Amran stated recently that he believes no product will be on sale until after September and made it clear that he is not here for the longer term. Unfortunately I do nothing take a lot of what he posts seriously as it is all word of mouth and he has a tendency to shout down anyone that questions what he posts as facts. Ask yourself why he is only here for the short-term. If he truly believes in what he says then he would be here for the long haul.

There are constant comparisons made to ZOE and when they had a jump earlier in the week the feeling was that would somehow lead to a rise here. There is no logic to that reasoning. In the oil sector one company with a big jump does not mean every other oil company moves the same way.

ZOE will announce quarterly figures within the next week or so and I would recommend that people read them to get a feel for the market size of their cosmetics and oils business as that is more of a guide to a valuation here. It won’t be anywhere near the mcap here! The bulk of their business is in tobacco cessation and once that is stripped out you will get a clearer picture of the cosmetics/oils part. I would also suggest (as I have done on many occasions) that LIFE are a much better company to compare mcap as their business is very similar and they are very sports focussed.

As I’ve said before until the branding, marketing, distribution and sales outlets are confirmed I do not expect any massive rise or fall here. I expect the SP to trade in the channel it has been stuck in for some time.

Rather than buy in to the drops I will be waiting for concrete and positive news before I add to my modest investment here but unlike many mine is an investment and not chasing a quick buck as this is a long-term play with risk attached.

That is the rough and the smooth as I see it

The article is very misleading and full of factual inaccuracies.

The comments are more interesting though and it looks like some people seem to be considering a group action if the products aren’t delivered to the timelines promised.

I don’t for one minute believe that has any grounds but it is indicative of a growing unrest amongst supposed shareholders.

@shagged - it is not our job to convince you to do anything. You have made your decision and made a grand announcement to us all about it.

You ask what reasons could there be for no news. I’m not sure what your experience in this area is but there are literally hundreds of possible reasons. Your theory may be one but it is not likely as that would have been confirmed to the market by now if that had happened.

If you can comprehend the fundamental that this is a maiden drill in a previously un-explored basin with stratigraphy that is uncharted maybe you will consider that to be part of the reason for the team taking their time. They have experienced losing a drill bit so will be more cautious to ensure that is not repeated.

It is also highly likely that the drill has encountered multiple shows on the way down. If that is the case and the gas concentrations are different at each intersection then it may be preferable to announce those shows along with the concentrations when TD is reached rather than updating every few days. These are decisions taken on the ground and appeasing nervous Nellies is not high on their list of priorities.

The market and the He industry are waiting for the results as this is a critical drill of far more global importance than doubling the SP. It is critical that testing is checked and confirmed again and again. Give the experts time to do their jobs properly.

You’ve made your grand announcement and now you can sit and wonder like the rest of us. I for one am quite happy with the current situation and have no intention of selling today or next week or next month but my decisions are based on my research and not gut-feelings or knee-jerk reactions.

I guess we will see in a week or two which decision was better.

@bluerill/fred - I have reminded posters from time to time that starving certain posters of oxygen is the best way keep the board sensible and also drives them crazy. Having said that I feel the occasional need to respond in order to correct some of the inaccuracies and deliberately misleading comments that they post.
Those kind of responses are the ones they don’t like and can’t handle but plain rude and argumentative responses are the ones they tend to react to and lead to an escalation.
Hats off to bluerill

Vas - I think it is time to quit - not because you are ahead but because you have been made to look a complete fool and any credibility you think you had has long since disappeared.

Bluerill has, as they say, owned you!

By stooping to the lows of commenting on bluerill’s private and home life you have crossed the line and are clearly desperate to try and deflect attention away from the idiocy of you posts and instigate a personal squabble (which will be well above your skill sets and pay grade)

You haven’t lost a battle here you have lost a war and are not even worthy of engaging with any more.

Your time here is done so you’d better pass the baton on to your grown-up twin.

What a very grown up response “whatever” is to someone correcting facts! Sounds like you need to take a gummie or two and chill and leave the dummy out.

Maybe we will have to re-name vas as baby chuckle rather than the less smart brother.

For someone that claims to thrive on research baby Chuck seems to have overlooked a lot of what TAAT claim.

A disruptor?
The only company with products on the shelf in the US?

Comedy gold

If you really think Taat are so wonderful I would highly recommend you sell your ZOE shares immediately and buy Taat!

….and leave those foolish enough to be invested here to discuss ZOE.

Taxi for the slow chuckle brother

Sorry Chuck - I've just checked my diary and I have a headache that day

Some people clearly have nothing better to do than write tomes on complete guesswork and try to pass it off as meaningful research.

Rather than read page after page of meaningless claims of whether figures are going to be calculated to June or July I shall go and sit in the garden with a lovely cold glass of SB knowing that I can read the FACTS when they are issued by the company.

I would advise anyone else to do the same rather than waste their time reading that rubbish.

For someone that always berates others for not posting facts he is hardly leading by example

@Tobler - yeah he's living up to his status of the slow twin.

I read the tosh twice and gave up as I couldn't understand a word of it

@callit

I agree with a lot of what you've stated.

The CBD market is evolving and the market demographic will also be changing.

The target market for CBX is reportedly the sports sector. Quite how that market will choose between a synthetic or a natural CBD product that may be on the shelf next to each other remains to be seen. Whilst I get the marketing spin that synthetic is a more controlled product I do feel that consumers generally lean towards natural products when a choice is available. It may come down to how the natural CBD is marketed and how the THC free can be demonstrated.

I think everyone here is awaiting the details of the CBX products being launched and the branding to go with them.

The fact is that there are high-end cosmetic creams and serums already available and on sale and there are also CBD sports products (endorsed by high profile sports stars eg. Conor McGregor) already available and on sale so getting the new CBX branding out there should be a very high priority.

Every week I seem to read about ex-international rugby players or other sports stars bringing out their ranges of CBD sports products.

Some people claim the CBD market is saturated but I would disagree with that and I believe that good products will always do well. Branding is going to be critical.

@golf

Alexis certainly didn't cover the costs or the regulations in any detail. If someone claims their product is cheaper than a competitor I would expect some justification to back the claims up.

I have visited labs and I know what the regulations and the costs are for the natural raw product - I was asking if you had done likewise and knew the cost of the raw product for the synthetic CBD as I would then be able to see how much cheaper it is (if it is indeed cheaper). The raw product for natural CBD products is around 1/3rd of the price it was last year so it would be very interesting to see how it compares to the synthetic. Clearly the demand for the natural CBD has driven the prices of the raw product down and regulations have ensured that the quality is consistent and the testing regime ensures zero THC content.

He will be happy as his £250 will be worth a few grand by then

@Golf - your post insinuates that organic CBD production is is some way not cost effective nor consistent. Have you visited any of the CBD laboratories producing the THC free product from the plant? Have you visited the laboratory producing the synthetic CBD for CBX? Do you know what the cost of the natural raw product is compared to synthetic? Are you aware how the controls and testing for natural organic CBD compare to those for synthetic?

CBD is very much perceived as a natural/alternative therapy with the benefits of Cannabis without the harmful side effects from the THC content. There is no guarantee that a synthetic product will appeal to the core demographic of CBD buyers (often perceived as new-age hippies). It will be interesting to see how the market receives a synthetic product against a natural one.

If you can back up your claims with some hard facts I would love to read more of your research.

Yes very strange indeed Tobler

Very strange that Chuckle felt the need to add the comment that someone had paid 30M (pounds or dollars or dong) for another (un-named) domain name. What relevance to our business is that? Where did that "fact" come from. What is the average price for domain names? He always asks for the facts to be in black and white when it suits his argument yet is happy to throw woolly rubbish out to suit his own agenda. No consistency at all.

If it transpires that we paid 50k (pounds or dollars or dong) I can guarantee he won't be rushing out from his play-pen to tell us all what a great deal we got!