ZNO 3.70% 2.8¢ zoono group limited

Ann: Substantial sales revenues growth in the current quarter, page-220

  1. 124 Posts.
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    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.
    Last edited by Sweetaf: 18/03/20
 
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