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Bre Wolf

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209

06/02/20

20:56

Post #: 42790124
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Originally posted by Tarvold: ↑

First of all I have no idea who Joshua Baker is & on the basis that he has 80% of his funds in 5 shares then I suspect he is just another private investor like the rest of us. Calling the portfolio 'JB portfolio' after himself reinforces this.i

Having said that I agree with his comments regarding repeat orders & have posted as such on HC on numerous occasions & the jury is still out on that.
I believe there is also an assumption that ZNO should produce regular, frequent repeat orders from the same customers when by the nature of the product that many not be the case. The product is long lasting & therefore maybe people need to adjust their horizons?
ZNO IMO is going to have lumpy revenue quarters for a while longer until sufficient deals are up & running , however the CEO did indicate to me that in about 3 months time they maybe in a position with regular enough orders to start producing very conservative forecasts & instigate analyst coverage.

I don't agree with his comment regarding the ASF deal disclosure, there is no difference between that deal & any of the others when it comes to disclosure.

I don't think 'truth telling' is an appropriate phrase as that suggests dishonesty on behalf of the CEO, I think a lot of people praise him on his level of communication with PI's.
Perhaps a more appropriate phrase is that the company needs to deliver on it's potential, if it doesn't you can't put it down to lack of effort on the part of the CEO.

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Thanks @Tarvold great reply as I 100% agree with what you have just stated, so thanks again for helping me bounce this random post off you.

ZNO Price at posting: 89.0¢ Sentiment: Buy Disclosure: Held
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