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Ann: WNB launches Micro-19 Anti-Bacterial Sanitiser, page-97

  1. 6,892 Posts.
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    IMO the world has changed dramatically. Not just for the next 6-12 months but, for ever.
    WNB getting into the hand sanitiser business is totally the right move.
    IMO, I believe we'll see them come out with new products like...
    Sanitised wipes, maybe masks. Different sprays etc.

    Right now...you can't get hand sanitiser easily.
    I don't know what the exact market size was for 2019 but, IMO... I believe the market has increased x 5-10 at least and it will stay that way for years to come.

    This is right up WNB's alley!

    WNB has been a mess the last 5 years with the SPA's.
    The SPA's have recently been closed down as there are the ANTI-product to have now.

    Logical move by WNB to get into the hand sanitiser business.
    In the last 2 years they have bought GBC and True Solutions.

    You couldn't have bought 2 better companies...both are beauty/wellness companies that sell directly into the massive pharmaceutical, cosmetic chains.
    -Current products in the channel.
    -Experienced sales/channel and marketing staff.
    -Experienced mgmt.
    -and IMO the most important thing...channel relationships with retailers.
    (I have previous experience in this area...it takes a while to get your product in-store.)
    I PERSONALLY believe this is WNB's biggest hidden asset and the market is paying ZERO for it.

    WNB has warts.
    Debt, a high cash burn rate, a likely CR in the next 3-6 months.

    However, the SP has gone down accordly.
    (I'm not buying at 9 cents or 5 or 2 cents...I'm buying HERE!)
    The SPA were and are the problem. The coronavirus has been this incredible investor opportunity on 2 fronts...getting the SPAs shut (and hopefully sold) and the new range of hand sanitiser.

    A baby Moet?
    I'm a heavy investor in miners...as all experienced ASX investors know...there's always a "FAVOR or the month" metal. It's not too hard for a one of the 900+ ASX small caps to SLAP "HOT new metal" on the front door. Gold, coal, uranium, lithium, cobalt, graphite...even bitcoin and POT stocks.

    The coronavirus will create a even bigger wave of..."FAVOR or the month" virus stocks.
    HOWEVER!!
    Hand sanitiser aren't a backyard project and you can't just...get into it, and least not in major volume.

    You need...
    -Ingredients and LOTS of them.
    -Production facilities...BIG ones with serious capacity.
    FACT is...you need a BIG factory and I have no doubt many are being converted now but, WNB is also here NOW...not playing catch-up in 3-6 months.

    -Channel relationships to actually get in stores. (you just don't knock on a major retailer door and say I want to sell this.)
    -Basic sales and marketing experience.
    -Preferably a BRAND.
    I'm not a brand guy...I'm the cheap SOB who buys the no name brand as I know for a FACT the stuff is made in the same factory, on the same line...I've been shown this personally a few times.

    However, I personally think the "Mirco 19" hand sanitiser line is BRILLIANT.
    It's simple and smart.

    You ever go and try and buy sunscreen, shampoo...even bottled water?
    There are 10-20 different brands.
    IMO, a brand like "Mirco 19" hand sanitiser will stick out.

    Bloody hell...it's called Micro 19!!

    IMO, the hand sanitiser market is...HAS expanded dramatically in the last 3 months.
    New players are going to grab market share, but, there's only a handful of companies SET NOW to get quantity product into store.
    IMO, WNB's "Mirco 19" is one of them and you'll see this in the coming weeks/months.

    Lastly, who owns WNB now.
    I'll let you DYOR there.
    However, it sweet.
    - You got Alex Waislitz's Thorney investments at 17%
    (The small cap Warren Buffet of the ASX...read up on him!)
    -MD/CEO Christe Parkes at 5%
    -Geoffrey Pearce at around 5% (A rockstar in the Aust/NZ pharmaceutical, cosmetic and personal care industries. Google him.)

    The Top 4 are around 31% !!
    Top 20 around 50%

    **I'm sorry but, I've know some ppl. in the top 20...these are SMART successful ASX bagger investors. Waislititz and Pearce are crazy smart and they are in at these levels.

    At these levels $200k buys you 4% of the company.
    I've spoken to some new STICKY investors and they are stoked with the new direction and the new "Mirco 19" hand sanitiser line.

    It's simple...I'm not going to bet around the bush...
    Hand sanitisers alone with other product are going to be in EXTREME high demand the next few years.

    You make money in the stock market by buying stocks that have SUPPLY of a product that's in DEMAND!!

    *I went shopping last week to buy groceries. You couldn't buy hand sanitisers, however the staff had them at check out. For staff and customers only. I asked and the check-out lady had used it on EVERY transaction! 100+ she said.
    Plus, most customer used it.
    She was on her 4th 500ml large bottle (it looked extra large and there was no label printed.)

    ASX comps?
    ZNO is as I write a 280M MC company!
    (could it get to 400M, 700M ? I don't know.)
    It's stock was at 7 cents... 6 months ago!

    Why do I know this?
    Because I put it on a my watch-list 12 months ago! And I totally MISSED it!
    -I saw 12 months ago everyone was using hand sanitisers A LOT.

    ZNO is a life changing 25 bagger in 6 months!!!

    WNB has a 5M MC right now.
    10% of ZNO's current MC is 28M

    You figure it out!
    I'm waiting for the next few ASX updates from ZNO.

    *more large AUS/NZ retail deals.
    *China deals
    *New product lines.
    *Possible direct to customer online buying website? (Sure, I'd like to buy a case of 20. $$$)
    *JV's with other firms looking to get in on the action with THEIR channels?

    IMO, this is a cheap VERY defensive stock to be in.
    I'm not sure what going to happen to the world in the next 3, 6, 12 month but, I know we'll need hand sanitisers...and a LOT of them.

    A incredible turnaround opportunity for WNB and it's holders as mgmt. continue with ASX releases like this one.

    IMO
    DYOR!!
 
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