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NAV above that now, that was pre BELL float. Super cheap shares right now.

Morning, nice to see. Only about another 60% rise needed to get us to our NAV and fair realtime value.

"These orders that we have received for our 'Chill' brand in the last six weeks clearly demonstrates that there is strong demand for our product and that we have installed the right distribution channels in the US. We look forward to updating the market further when we report our full year results in July."

$1.34M over 6 weeks over 2000 stores of orders.
0.34m to $1m April to May.

Indeed I want to see July. Carry on like that and the £20 share price for 2023/24 will be very real.

The market doesn't need to see profits, if it knows they are coming it will price in advance like it always has and always will. It just needs sentiment. Won't be long with trading figures like that before sentiment is here.

Yes Obstando numbers look very good however they are run.

Ramping would be taking this line " Moving forward, the Company is introducing display cases which hold 48 of its products."
and then working number on that.

48 x 2 = 96 products per day per outlet.
$2 profit per item = 96 x 2 = $192 per day per outlet.
12,000 stores over 2 years = 12k x $192 = $2.3m per day.
$2.3m x 360 (lets close for a few holiday days) = $829m per annum profit.

$829m converted to pounds at .7 = £580m

£580,000,000 / 212,000,000 Shares in issue = £2.738 earning per share once roll out complete.

PE of 10 = £27.38 share price
PE of 20 = £54.77share price

Hows that for a ramp?

How about we don't even look at all the polished plans of roll out and just look at the latest trading statement for numbers.

What do we have?

https://www.lse.co.uk/rns/ZOE/update-on-8216chill8217-orders-iyng1j3sc8e7wgq.html

In April 2021, the Group received orders for its 'Chill' brand totalling US$0.34 million from a number of previously announced distribution partners in the United States rolling out 'Chill' to over 2,000 stores. Up to 14 May 2021, the Group had received additional orders in excess of US$1.0 million for its 'Chill' brand and has continued to increase the roll out of 'Chill' into stores operated by the previously announced distribution partners.

So this is pretty current chaps.

$1M OF ORDERS / 2000 OUTLETS = $500 PER ORDER PER STORE!!!

We are all running numbers on sales of two or three. I think $500 average store order is way way above a few packs a day don't you?

A reminder of this wording...

"Following receipt of the orders outlined above, the Group is trading profitably. "

Buy hold and do very very well. GLA

I even quoted the paragraph to make it easier Bullyboy.

Zoetic has recently been selling between two and three packs of each of the chew pouches and smokables per store, per day

2 & 3 of each of the chews and smokables. "Each of the"

I think thats a correct interpretation myself.

Those are figures out to Jan 22 not July.

You are a blatant de ramper because you are building a position and want it as big as you can handle.

Hearing the same. Running numbers based on RNS info from back in Feb.

https://www.investegate.co.uk/zoetic-interntnl-plc--zoe-/rns/trading-update/202002050700079731B/

“Total stores represented by these two distributors are approximately 12,000.  The Company's realistic objective is to supply around 500 new stores per month, subject to customer demand and manufacturing constraints, and so management estimate that it is likely to take up to two years for products to be rolled out across the entire network.  Zoetic has recently been selling between two and three packs of each of the chew pouches and smokables per store, per day, where they are currently stocked.  However, these have been achieved with the products being placed on shelves with multiple other brands.  Moving forward, the Company is introducing display cases which hold 48 of its products.  These are typically placed on the sales counter and, by increasing brand awareness, management estimates that the introduction of these cases could potentially double daily sales given the prominence they give to the Chill brand and products”

Key points

* $9.99 a pack
* Wholesale of half that so $5 per pack
* 50% profit margin so $2.50 profit per sale.
* Potential to double these daily sales.

Sales so far RNS’d.

* Units of two to three of each line being sold per store per day.
* Currently 6 lines
* More lines planned
* 12 units per store based on RNS linked. (two or three of "each" line)
* 12 X $2.50 = $30 profit per day per store.

So that's a bare minimum we are currently seeing at the early stages of roll out and our brand awareness.

What that equates to

* 8000 possible stores by Jan 22
* 8000 x $30= $240,000 per day profit.
* 365 x 240,000
* $87,000,000 PA profit.
* conversion price of 71p = $1
* £61,770,000 profit on just 8000 stores this year.
* £61.77m / 212m shares in issue = Earning per share of 29p
* A PE of ten puts us a £2.90 per share
* A PE of twenty = £5.80 per share
* 10x current share price possible by Jan 22 if given a PE of 20 or we double sales and have a PE of just 10. Both very possible.

I’ve read some rubbish on here. Clearly there is people working to keep the price down so they can load up. This will really explode soon. Just staggering progress and transformation.

GLA. This has life changing potential to those who hold long term.

Yes the company has but that has not been translated into share price. NAV is almost 100% above share price. Elsewhere on AIM, i am invested in companies where the NAV is 9p and the share price 8p. Why are we so cheap? No idea, seems like the market isn't really that great at valuing all companies correctly.

The true meaning of diamond hands isn't just holding. It holding when your holding has turned into a worthless lump of s**t or a lump of charcoal and your holding tight and not letting go eventually turns it into a diamond through the time and stress.

Diamond hands have been needed with this one, currently 50% down on my average. Had some great profits here last year selling half after a 100% gain on the spike. I topped up again though so its not just a free ride anymore. I'm not letting go until the 6 month digital ID review is over which seeing it started in February its coming soon.

Bottom line, CTEA have whats needed to help us out of this mess. They also have whats needed to revolutionise the paper ID world into a digital one.

Been a lot of moaning on this board of late. It's always been June for getting back to it, we will know soon enough what CTEA will have to do with that if anything.

For me though, it's not just about COVID. Its about the transfer of all certificate and licence's into the digital domain which will come after the digital ID plans of the Government roll out.

https://www.gov.uk/government/publications/the-uk-digital-identity-and-attributes-trust-framework/the-uk-digital-identity-and-attributes-trust-framework

With Mr Blair's words in the press today, no doubt this will move up tomorrow.

For those that see this as purely a lifestyle company and say so on here, I hope you are wrong and things have changed. The company history certainly agree's with you but I hope what I have seen in Guy as a new CEO is real and it's about to come good. It comes under the punt part of the portfolio for sure but lets see what happens these next 2 months.

No despair Fred. I'm following it down and building my holding. Keep topping up along the way and surprised each time its even cheaper! Momentum has left the building a good while ago. For me thats accumulate time ready for the next stage. Took a few more in my SIPP today, ISA has an order in at the gap. Was hoping it may fill today but its come back from the lows. I used to really hate gaps when I first learned about them, not every one gets filled but a lot do. I just buy in batches to spread out cost in case like here, it did go way lower than thought, I wouldn't have thought we would go this low but gives a great op to load up and teaches me to be patient when buying.

Probably wise Compact. I'm waiting with an order in and its just gone back to 50p to buy. Is this as low as we will see again? Or will that 43p gap be filled? I've seen a lot of gaps filled but didn't think this would be after the last RNS.

Yeah a smaller spread!! Bit more action with trades but looking at them, its mostly holders leaving. These can sit in my SIPP for another two years if that's what it takes to see true value. TC is correct, its just a matter of time, seen it with a lot of unloved ones from last year now doing better. It's all going in the correct direction, just frustrating the valuation is so low for so much potential.

I've put my order in for the gap. Plenty have talked about it and seen it so it becomes self fulfilling. I think you may find once that has been filled, traders will pile in and also plenty of buy orders will sit around there so it will have a sharp move up once filled. It's pretty damn close. Hoping for another 10,000 to get filled soon.. GLA, this will be a real gem for those who hold.

Hi TC, Small steps, can't help but be annoyed at the spread again.. 8% up 12% spread, haven't seen a smaller spread than share price gain for months. MM's will give us a break one day.

If we didn't have MM's who mark us down and have a huge spread every day... We would maybe be at 19p?

Crazy value here. Thats why I hold, just amazed at the slow pace and constant high spreads when you look at how much we have going for us. Crazy when you look at other AIM companies, just need some strong press. At least when it does come, it won't be a flash in the pan and it will be sustained and solid as its certainly backed by investments.

At least its off to a positive start. Could be a very good year for BELL.

I've watched companies with ideas only get to £50m and more on market caps.

TEK is highly undervalued and successful.

There comes a point when you think something needs to change, not even 20 trades yet and we are realising a float this morning with 100's of percentage gain on our investment.

Is anybody out there??

Tumbleweed's come to mind.

Great to see TEK's investments being realised.. The world needs this one..

Looks a bit leaky in a good way. Or traders loading before it runs away

2 Year plan to sell all looks in place, 2 year lock in for TEK. I actually really like that, for me this company will be worth many times its float price in 2 years. For me the 30-50p range is where TEK should sit. Too much potential to be marked down like we are currently. Still way under NAV and we are realising investments. MM's seem to hate TEK, Have you ever seen the spread less percentage than the gain? Criminal in my eyes.