My thoughts;
- COVID 19 will get worse before it gets better; is a good six month journey round 1.
- If Zoono becomes part of a new hygiene habit, B2C online will maintain post COVID - long enough to secure strong FY20 and 21 revenue.
- B2B will continue to grow post immediate COVID danger passing as public facing orgs leverage COVID PoM marketing (schools, childcare, public transport, gyms etc.). This will not be forgotten in a hurry, and the threat of these pandemics is growing - think swime fever... which brings us to another point
- The animal health industry
If revs FY20 > $40m; FY21 > $100m - this can be a $b company.
Biggest danger for tis company I think is short term, and the perception that is will drop like a stone on positive COVID news. Long term, I think COVID is a catalyst to ZNO being a household brand, and industry standard.
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