Member Info for Vascular

Well that explains the gun hoe attitude towards this share...they have seen the figures that many others haven't , and believed them as facts.

This lot here are a highly strung lot, way to emotional and extremely sensitive to others views - its as if they have fallen in love with this share, and obviously now I can see why - its the amazing figures!

Well all i can say is if these figures don't hold up, then there's going to be a lot of highly strung peeps here blaming us for that lol

I can't understand why they don't want their own forecasts shared amongst the company's entire investor base.....that in itself is odd.

Surely they can't be embarrassed by them, I can only think that during the early rollout their initial figures may have been revised!

Hi Billy,
Can you post these figures ?

Orphan is presently suffering with news equivalent to constipation.....the good news is its not terminal, and it will all come out in the end. :)

Since i now understand more about Poolbeg I think its looks a wonderful little share, with what has been described as a unique business model, in a rapidly growing sector.

The strategy looks quite compelling along with its continuing relationship with OO. Much more exciting than i first realised.

Imagine how the licensing deals could mount up over next 18 -24 months as they get paid to fast track potential vaccines through phase 2, having the option to receive a licence deal with the vaccines that are successful. Where is the risk in that?

Please correct me if i have misunderstood this - but it seems that Poolbeg will be paying Open Orphan for future trials to accelerate phase 2 trial results."The company’s Vaccine Discovery Platform takes data from the human challenge model in an effort to discover new vaccines. More so, its PredictViral Biomarker platform can be used to predict severe disease and potentially help guide parts of the industry on how infectious diseases are treated."and "Poolbeg’s approach to the industry is to use a capital light business model, where it develops assets through to Phase II quickly with modest investment. If its therapies are successful, then the company will look into monetising them through licensing deals with larger pharmaceutical companies........ Our capital-light business model makes our platform for growth unique. We have a proven, streamlined method of identifying drugs to acquire then generating key clinical data around well-protected intellectual property. Plus we have access to Open Orphan's world-class scientific team with decades-long expertise in infectious disease," Skillington continued.Does this mean that Poolberg will provide a service to fast track potential vaccines through phase 2, using human challenge trials provided by Open Orphan, with the successful ones will be licensed to big pharma. Therefore, Poolberg will be an independent, yet useful customerl for Open Orphans Human Challenge Trials. A win win for both company's. https://www.epmmagazine.com/pharma-manufacturing-news/latest-pharmaceutial-news/open-orphan-launches/

Billy.

We have only had word on repeat sales and further roll out orders for April, May and June which totals approx $2 million. Therefore, any sales prior to April were probably negligible not worth mentioning.

But to stock those 2,000 outlets up until April say at a case per shop would cost 2,000 x 48 x $4 = $384,000 gross.
If we assume that the 2,000 outlets established in April are now fully operational, and concentrate only on them and forget everything else. Each outlet sells just two units of smoke / pouch per day with a gross of $4 each = $8 per day x 30 days = $240 per month per outlet and this continues through April , May and June.

April - sold from 2,000 outlets x $240 = $480,000 gross per month
May " " "
June " " "

So during these three months and just from the 2000 outlets if Zoe had sold two units per outlet they would have made $1,440 000 Gross in sales to date.
plus the stocking of the initial 2,000 outlets which came to $384,000
Gives total gross income since rollout of $1 824000

However, this does not include any repeat sales prior to April nor stocking the 500 new outlets per month in May, June and possibly July ( 1500 potential outlets).
Therefore, Its hard to see how each outlet can be selling anything more than an average of two units each per day, and probably lower.

Hi Billy,
1.75 units of smokes or pouches per day from each outlet must be the minimum surely, its hardly worth its display position in the shop and any less there will be no business to talk about. So once established its going to have to be 3.5 units a day or more to achieve anything like the expected returns here.
I think when next quarterly's sales statistics are released it would be fair to calculate them assuming just 2500 outlets established as at least 1000 stores have only just received their product in June or haven't yet even yet received the July products.

Good review Lokiloo.

I must admit your point about selling CBD for use with marijuana is interesting and much healthier....the same would go for smokers who use loose tobacco to roll their own fags....it would be a good way of cutting down if you mix the ingredients or just use the CBD only if wanting to give up.
Must be a market there somewhere. GL Vas

1606 Hemp was spun out of Singlepoint in March 21. And launched its CBD smokes ( incl. Menthol) in US a while ago.
Its a different offering
"Their hemp cigarette offering has been meticulously designed to be both nicotine and tobacco-free and is crafted from broad spectrum American grown, harvested and cured hemp flower. Moreover, with less than 0.3% THC and nearly 20% cannabinoid oil (CBD) content"
A different product but never-the less a comparable competitor. They have two types of smokes hemp rolls and Menthol flavoured, which they are very excited about.
Management state " With vape and tobacco and specifically menthol being pulled off of shelves around the world, our smokable-hemp products are ready to replace those holes in convenience store planograms. As a replacement for traditional tobacco 1606 is a better alternative with only one ingredient, hemp. Having taken a cigar company public through the first ever, clear english perspective, we were able to get NASDAQ listed and raise $10,000,000 enabling us to achieve 30,000 accounts. I look forward to doing the same with 1606,” adds Greg Lambrecht, CEO of 1606.

So Hemp have a similar plan to Zoe, but no mention of who their distribution partners will be.

The point being that their projected future sales figures below for their smokes in US are interesting....
"SinglePoint ( Now 1606 Hemp) forecast that its 1606 Hemp product could generate between $2.75 million – $5.5 million in annual revenues per 1,000 stores"

https://www.cannabisnewswire.com/singlepoint-inc-s-sing-1606-original-hemp-cigarettes-see-record-sales-rise/

If you apply a similar sales projection to Zoe whom presently have 3,000 outlets in the US, so wont include next 500 outlets.

Equates to approx $8.25 m to $16.5m PA for Zoe, whom we all know have a clear advantage with ideal point of sales dispensers in outlets with high footfall .

Therefore if applied to Zoe comes to around $2.1 M per quarter for low forecast to $4.1 m per quarter for top end.

Zoe are already very close to the low projection for their first quarter, but must remember a large part of these sales during this time are initial shelf filling, and not necessarily pure sales.... in theory Zoe should beat these numbers confidently. It will be interesting to compare these figures once Zoetics next quarterly sales figurers for past three months are released, as its the only forecast of similar products I can find at the moment.

Thanks Markfla. That begs the question why did CF say in last presentation that he would just have to release some further news before he would be able to buy more shares in OO. He seemed quite certain about this. This must be two weeks ago now....and according to your link the lock in period wouldn't have expired until end of June - so CF couldn't have bought before this date anyway. Cheers . I'm confused.

Dos anyone know how long this window of opportunity to buy more shares that CF will have, once he clears any pending news?
Are we talking weeks or months and what needs to happen for this window to close. Cheers Vas

Billy. Do you know what date the Company Presentation document was published and what the actual presentation related too.

if it exists online , I'm normally quite good at finding stuff like this.

TobleRone. I may be way out here and had to make a number of assumptions but can you point out to me where you think my thoughts are going wrong....at the end of the day we have sold approx $2 million units as of today.

If yesterdays order included supply for new outlets in July then we now have 3,500 outlets that have purchased their first order. Say both products have 48 in a case and each outlet takes one case as a starter pack. This would have generated orders from distributor of approx. 3500 x 96 units per outlet at $2.50 = $840,000.

Therefore, first stock to 3500 outlets generated $840,000 of orders.

We know that Zoe have had approx. $2 million of orders announced since rollout started, which will include the 500 in July presumably.

Leaving approx. $1.1 million for resupply of outlets in the past three months.

of SAB-176 for the Treatment of Influenza
I seem to remember Open Orphan involved here.
https://uk.finance.yahoo.com/news/sab-biotherapeutics-doses-first-participant-110000160.html

In fact the more I think about it i would not be surprised if strategically the company have delayed / known about this order for a while, as they plan to provide Julys order later this month to coincide with the next eagerly awaited quarterly update.

Evening Billy,
Your numbers were not far away from the ones used in that twitter piece. I think shrewd to keep the numbers that way until we get evidence of the contrary. I think at the present time its nearly impossible to determine how much of the recent $720,000 order will be used for re stocking existing shelves, and how much will go onto new shelves.

But my guess is that there will be a standing order for a certain amount each month to feed the new outlets , as these numbers are fixed. What we don't know is how many units / cases each outlet takes on initial contact, they may even vary depending on size of outlet etc.

So IF we assume each new outlet starts off with a case of both smokes and pouches, say 2x 48 , say around 90 units in total per new outlet. 90 units x $5 = $450 of stock per new outlet. Each month will need approx 500 x $450 worth of stock to rollout to new outlets. This is approx. $225,000 per month towards rollout. The number of outlets is fixed at the present time to 500 per month.
Therefore if we assume $225,000 worth of stock each month goes on supplying the following months rollout then the remainder of any orders received that month must be used restocking existing outlets.

Therefore maybe around $495,000 of todays announced $720,000 order from distributors will go towards re stocking existing outlets.

As I think you have also mentioned - that todays re order from distributors most likely fell in June, so this order could have been made over a week ago, in theory- and released today along with news of Smokes in UK. So could be a further order later this month? just thinking aloud. GL Vas.

Thanks Billy. Ill get some kip and have a look later. Cheers Vas.

Just a quick observation as on way home from shift.
Gummies cost a great deal more than smokes....whats the breakdown in resupply value between gummies and smokes.
Distributor may sell at $5 to outlet for a pack of smokes but how much a a tub of gummies? $10, $15, $20

Are we selling more gummies than smokes ? or the other way around?

Todays Off Book Trades so far....

51.64 5757 2972.9148 Off-Book XLON
51.59 3269 1686.4771 Off-Book XLON
51.59 3259 1681.3181 Off-Book XLON
51.59 947 488.5573 Off-Book XLON
51.6 15000 7740 Off-Book XLON
50.325 5000 2516.25 Off-Book XLON
51 1441 734.91 Off-Book XLON
51 1943 990.93 Off-Book XLON
50.999 6697 3415.40303 Off-Book XLON
50 115 57.5 Off-Book XLON
50.262 10000 5026.2 Off-Book XLON
51 2000 1020 Off-Book XLON
50.26 6000 3015.6 Off-Book XLON
50.26 6821 3428.2346 Off-Book XLON
52.3 2804 1466.492 UT XLON
51 5000 2550 Off-Book XOFF
51.3 500 256.5 Off-Book XLON
50.22 8985 4512.267 Off-Book XLON
51.3 4830 2477.79 Off-Book XLON
51.3 109 55.917 Off-Book XLON