Member Info for Vascular

Just an observation. Slow down.

Although it hurts to say this, the truth is TR is the only poster who regularly contributes on this board with his finding online. I did not doubt your pictures.

Billy Boys research although small, has in fact raised a question that no one on this board every discussed prior.
One of the shops contacted have been selling way below the price used in everyone's calculations, and i cant believe this would just be the one shop doing this , for a complete analysis at end of the 3500 outlet roll out at least 10% of stores would be required to be included. That's around 300 stores at present, selling at discount in larger quantity's...you work the numbers out over two months and you can see that the $1 million April order could easily be funding this initiative. Just a thought as none of us have any evidence to the contrary.
Just to add shops will not display photographs of heavily discounted Chill products online, as will be for limited period presumably and not good for Chill image until a decision is made, on the pricing point...at the moment discreet market analysis, to test which price point sells best is most likely taking place , as its the only feasible place to do it - in real shops with real customers.. .

Well to be honest, I think $9.99 per pack of ten fags, is expensive. More like a premium smoke. I gave example the other day of Hemps product , nearly half price......but if Zoe are happy stacking them high, selling them low at $6 / $8 per Chill pack, then at 30 / 40 / 60 sales per day per outlet they will do very well.

Morning BB,

Thanks' for sharing your findings yesterday.

Interesting pricing, but surely done with Zoe's consent. Zoe markets itself as a premium brand. I guess, SF and can play around within their profits margins, and offer discounts as far as it only effects their profits, so they must be playing with pricing structure, observing effect on sales / profit.
I understand one reason for selling a new product as either a) deeply discounted b) or at a possible loss is that for a new start up, such a s CHILL with a new brand selling that needs to take customers from rival brands .
So heavy discounting is probably targeted at taking market / customers from existing established brands quickly, as a new customer in shop buying usual brand can try a new brand relatively cheaply. - in the hope that customer likes new product and switches. so if successful, it can make quick inroads into competitions customers.

If Zoe can sell 30 /40 units a day at a retail price of $6 and Zoe retain their 50% profit, that would be $3 gross, $1.50 net profit per unit - this would maximise customers and still produce a healthy return per outlet. But Zoe is a premium product , i thought.

Once customers established in large numbers , then up price every six months of say 0.50c , just like Vype e pens have done in UK. I was buying Vype at £5.50p when i started ( pack of 2 cartridges = 2 days worth), they are today £6.99 - just 18 months later and a big seller ( presently changing their brand name to VUSE). That's an extra £1 profit per pack, and i still buy them as i like the taste, and will not switch.

Compared to Silk Cut - pack of twenty around here is £13.50 ( per day for an average smoker)

Hi Benoogs. Thanks for your posts yesterday. Its really good to hear from new posters. Unfortunately, It looks like you are now on trial, and the jury is out. Good luck. Thanks again for your input.

Zoe announced over a year ago about NAB becoming a potential partner. I think they are an excellent choice. They have only been in business for just under five years and today they are a half billion revenue business and recently turned a profit. They have the no 1 best selling CBD brand in Japan, and this year entering China with an initial target of $100 million revenue .
They are in many parts of world, not just North America , including Western Europe which is one of their new key drivers, where their New Age brand partners products are really doing well. They have recently re organised the company, dropping under achieving brands and concentrating on the existing strong brand partners and new brands in growth markets.

If the Chill brand does as well as NAB's other star brands, NAB will take Zoe throughout Europe, South America, China and the far East. This w

Also emphasises further collaboration between G7 country's in regard to Digital Health Data!
https://www.gov.uk/government/news/new-g7-clinical-trials-charter-to-bolster-global-health-defences

Cheers BB. Good. I can enjoy a bag of nuts as well as anyone. Maybe the SP will go in the right direction for a change......it will spoil the graph lol GL Vas

Hi Billy,

It looks like Wild Hemp (owned by Crown Distributing) will be one of CHILL's US competitors . They launched "smoke wrappers, .. role your own smokes" product in March 21 after a soft, local launch. The figures look quite spectacular.
"Crown is pleased that 200 wholesalers across the country have already placed orders, and the initial 10 million hemp wrap shipment has fully sold out during the soft launch".
https://finance.yahoo.com/news/wild-hemp-wraps-expands-quickly-162100655.html

This has been followed up by Wild Hemp Hempettes, which look more like the Chill product, but nearly half the price at $12.99 for 20. So should do well on price alone.
https://www.wildhemp.com/collections/cbd-cigarettes
Now that is spectacular growth in just three months, and i am sure we are all expecting similar from Zoe at the next quarterly update.

STW. They are a danger to themselves and other investors that's why we encourage them to stay behind the green screens. Only last week we had one of them spouting that zoe could be on a PE of up to a hundred by Xmas, this Xmas!!! Life is All about balance, so they say ....... but some people get very upset when they realise that other people have views as well. They have even turned Craigy against us.

Hi Billy,
Its really interesting feedback - so thanks.
That's bizarre pricing. I wonder if they are trying different strategies during the roll out...but $3 a pack will be a give away price for Zoe, and $3 to shop.....loyalty building strategy maybe, i don't know - see how many come back and buy at higher price. I'm guessing here, but must be part of a a sales strategy that being tested. Sell at $3, sell at $6, and again at $10 - see how that effects daily sales.

I seem to recall Fevertree not only had a good product, but also had very little competition in hotels and bars, then supermarkets, even though they were a premium brand, so did not sell on being cheap.

There are so many ways to get your daily fix of CBD today, that I hope they go towards the smoking alternative route.....from the link I posted earlier more cigarettes are sold via c stores than all the other shops combined. Just need to catch those guilt ridden smokers, who are trying to give up ( but want to continue to smoke ) as they enter a c store and see this healthier smoking alternative. They will think, i can give up smoking but continue to smoke!! ...im an ex smoker and that's how i would have felt., still do actually.

I'm not sure if CHILL package branding explains this.....at present the product is aimed more of a lifestyle choice..i.e be cool, and chill. Cheers Vas

Thanks for your feedback regarding stores contacted. Appreciated. As you say early days, yet what do you think Zoe will need to do to get the CHILL brand out of the shops and into peoples lives....what I mean is when a customer visits an outlet and asks for product rather than randomly, choosing it from the display stand in the hope they enjoy it, and repeat the experience.

Obviously the latter could be a strategy, but one with a very long time line and also passes control / risk over to the outlets hoping they put time and energy behind product.......ideally, be good to have both, and the demand also coming from the customer, demanding the their local outlets sell the product..... I do believe that once its proven that a high % of AATAC outlets can make money from CHILL, the other 50,000 or so outlets with different distribution partners will demand it also.

All convenience stores regardless of distributor want the latest big selling brands.

Squirrel, Yes, that's why i called it consultancy...as i remember he said something along the lines of "we could hold their hands" as in not do the trial themselves. I also seem to remember by the way CF talked that it was more than one! but i would have to go back and listen again to be sure. My understanding, from memory was that it would be an ongoing situation from one Chinse trial to the next trial, OO as consultants...for a charge!

There is no doubt that the menthol ban, and Zoe introducing a CBD menthol smoke is good timing, and we should do well.

However, according to the ramping crew here , since the ban last year the UK menthol cigarette market is practically a given to Chill, we have had posts of how many millions of customers will be waiting for alternative menthol CBD product
There was absolutely no mention of competition, and i sort of read what was written here and thought it made sense.

It was only when i started to try and buy some menthol cigarettes in the UK last week, so to see what options i would have that i discovered many of the big brands, and some old and forgotten brands have already innovated into this space, and more will surely follow. I also discovered that cigarillos (very slim , mild cigars) are exempt from the UK ban and can also keep original packaging !! of course these company's are now innovating their cigarillos into tasting milder, and milder, and wrapping them in tobacco leaves so to replicate the taste of tobacco, and flavour them with menthol so to capture the menthol market.... cigarillo sales are doing well, as you would expect.

https://www.smoke-king.co.uk/cigarettes/menthol

https://www.conveniencestore.co.uk/tobacco/sterling-cigarillos-launched-with-menthol-capsules/600853.article
Good price. Selling very well.
If anyone still reading this
Have a read of page 40, Signatures Action cigarettes now comes with a peppermint capsule, to make it menthol.....sales have grown 600% as customers come back to what was as an a old and forgotten brand, expected to do well as customers discover them.
https://issuu.com/antonybegley/docs/slr_february_2021

I am not sure if the potential of the consultancy work has ben taken seriously ( as CF stated in recent presentation if the Chinese are happy to pay $30 -£$0 million a trial ( we can hold their hand through out the entire process). This would be another very valuable revenue stream and i guess would not just apply to the Chinese. Its a reality, being discussed and provides a solution to the world governments / pharma's biggest problems at this time, so as likely to go ahead,as not imo.

To be honest, I have a feeling he has probably stated both over the many interviews, but it was actually reported here, by a third party.

"In a media interview today, Open Orphan’s CEO, Cathal Friel, said that its valuation could surpass $1 billion soon given the huge interest that the challenge study has attracted from major pharmaceutical companies."

https://www.asktraders.com/analysis/open-orphan-shares-rally-7-on-ethics-approval-of-covid-19-human-challenge-trial/

My understanding is that over the longer-term OO will become a $1 billion business, trading as it does today.

Short term, the 4 /5 SPACS will be rolled out, and one in particular SPAC ( DiM) has the potential to be larger than OO !

He recently stated that all Spacs will be spun out before year end 21 .....ok, maybe first quarter next year with slippage.
Therefore, using his forecasts all the SPACs will be history early next year...and OO will continue to grow substantially over the longer term, say two years into a £B company.

So my understanding is the SPACS are a ( very welcome) side show, to his longer term plans for OO.

Thanks BB. I seem to remember it was about information that may have not been released openly to all share holders, or something along those lines. Please correct me if I'm wrong. Sounds like we will hear something soon. Cheers Vas

I'm sure he can speak for himself, don't need some creep sidling up to him each time someone asks him a question.