AEI Valuation Discussion, page-33

I am very confident that we will not only reach but surpass ZNO’s current SP of $2.5. I have high stakes (from personal portfolio perspective) in both and confident that both have their applications. My aim is to invest in companies that have 10X potential- I believe AEI & ZNO fit the bill.

I think AEI has the advantage of having a strong board and scientifically proven products which the manufacturers like Daikin recognise the need for. Now they are tapping on the end consumers (B2B) like US army, government departments and offices, strata maintenance companies etc.,. AEI has a potentially strong pipeline of products.

ZNO has the advantage of being used on the skin, rode the wave really nicely and got huge brand recognition in just a couple of months. ZNO in animal health is yet to fire up this rocket. With inclusion into the ASX Ords it further increases exposure. The CEO is the key (not heard much about the board) who has not made one major misstep (apart from signing a deal with EHH! for China) either from product, distribution or comms perspective.

The next quarterly is going to be huge for both these two companies in particular but the global markets in general. This is the time by when you should start to clearly see the covid implications on the balance sheets.