ZNO 6.45% 2.9¢ zoono group limited

Ann: Zoono AGM Presentation, page-141

  1. 742 Posts.
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    Did you see the pics of the reactor? it's just not that big and I think it's just a enlarged water tank - I would think the size of the tank doesn't add to the cost that much - the whole reactor cost like 200k, so might as well go for a larger tank.

    Fact is the business is profitable, and businesses will take time to establish.

    Too many posters here expecting the stock to provide casino-like outcomes, within casino-like timeframes.

    Fact is ZNO is a small cap stock and small caps are volatile, so allocate your capital accordingly. I don't bat an eye at 20pc drops or swings, it's part of Small Cap investing and a heightened level of risk appetite is part of the territory.

    ZNO to me is an interesting stock for me - both from a value and growth perspective. I think ZNO has just begun on its growth runway - expect there'll be dissenters but that's OK that's why we have a stock market!

    For me, I have begun viewing ZNO with a SAAS/tech perspective - the cost of scaling is low, and every dollar of sales added (esp B2B market) increases the bottom line disproportionately/hugely. After all, the product is 98% water! All the business needs to do is add sales.

    I personally think when the rerate comes, I'll be fast. the probability of an upside move at SP sub 1.40 should be higher than on a downside move imo.

    So ZNO is generating good cashflow, no debt, with tech-like growth qualities of barriers to entry, scalability and increasing economies of scale for every new dollar of added sales. Interesting and undiscovered imo, which to me equates to opportunity!
    Last edited by Wabisabi: 21/11/20
 
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