Ann: Business Update, page-150

ZinClear is a very niche product. ANO now have the capacity to deliver more, when other companies still not expanded their capacity.

Demand is increasing by the day, as many people start promoting organic base Sunscreen. Effect is amplified when influencers starts to post. of course one may argue that demand is lesser due to covid impact.

My take is, ZinClear products is higher quality than peers and selling for less $/kg. Pricing power is always there, what if $/kg expands to 50% higher or more? This would be pure margins.

Having said that, ANO management will have to consider the "land grab" for Long run vs short term profitability.

IMO some % of increase in $/kg is possible, if your peers companies products has increase 100% or more.