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Volume, page-40

  1. CEM
    687 Posts.
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    I can't see what another rollout will do without the sales figures from the rollouts we already have.

    For this quarterly, let's make an assumption that only 3000 of the stores were stocked. If they are selling at 50 per store, per week, that is AUD 6.7m in sales revenue at a price of $2.49USD.

    This does not include any of the Safeway stores, Lolli and Pops, 7-11, Valero trials, Zoo's and others.

    Not a perfect science but it's a number to discuss nonetheless.

    I personally think they have a great distribution but sales are nowhere near the take up theta re expecting or what was experienced in Australia. I never thought a cap raise was in the table but I am of that firm belief now with the large working cap requirement and the slower than expected uptake and Breakeven point.

    If I were Loxtonni would be pulling that cap raise trigger before the disappointing sales data in the quarterly and hiding behind another rollout. Another rollout would be positive no doubt but withoutsales evidence is not that good.

    Still no evidence of increase production from one shift.

    A lot of answers needed and another rollout is not one of them
 
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