Well summarised @Pcatar. For me the biggest question is trust in management. They have been vague and ambiguous around wording in the past and recently PH has been reducing his holdings. The company appears to be busy chasing multiple opportunities however there is a lot of smoke but no fire yet. Would be interesting to know how many FY20 customers returned as FY21 customers. It's all good winning new customers but retaining existing ones is crucial for there to be growth. The covid situation has not changed and with the world looking to re-open and take on more risk I can see Zoono doing even better than before now they are in more markets. Their product is solid so now just need the marketing and operations to deliver. There is potential for SP to fall further on poor sentiment however a few good announcements between now and the next 4C should keep it afloat or even rise.
ZNO Price at posting:
67.0¢ Sentiment: Hold Disclosure: Held
