RE: Try Again....28 May 2021 09:59
Billy.
I’ve taken you guys off filter because of all the posts from yesterday to actually get a look at what’s been said.
Vas has obviously been criticised because of the deliberate lowballing of his so called genuine calculations. Obviously the most ridiculous number is the PE of 10 he’s come up with. There is no consideration that Zoe is a growth company in THE growth market at this time. So a PE of 10 is deliberate and of course misleading.
You yourself try the same tactic time and again to try and devalue the company which is why you’re referred to as trolls - if the cap fits etc
So why not run the figures with something a little more realistic. For example the average selling rate in the trial was 4 or 5 products. Of an unknown brand, with no marketing in 18 stores that belonged to the Schrader family. So not specifically selected high footfall stores as the products are in now. Also don’t forget US is opening up more too after Covid. So your 2 or 3 sales per day is again deliberately misleading.
The store roll out is increasing in numbers per month too which is why they are stating 10,000 in next 12 months. But why use the facts if you can use a lower number.
But even if we use Vascular’s figures of 500 extra stores per month making £10 profit per day for 360 days per year. That should increase the sp but about 25p per month. Hence why people of stating £1.50-£2 per Christmas.
Using Vascular’s figure but a still conservative PE of 30 (in a massive growth industry) you get a potentially realistic sp figure. Now if we assume more and more people are buying the products in the sales as marketing increase, word of mouth etc then sales will increase.
The Average smoker probably smokes 15 to 20 per day, fair? Each shop sells to 4 or 5 customers (probably buying cartons )?? Doesn’t take long for £10 pd to be £20.
Now try redoing your calculations with more realistic figures or does that not fit your narrative?