Revenue pretty poor compared to last year but not surprising
Cost of sales up - same for everyone else in biz
Panic buying mainly B2C (online orders) due to Covid last year. Fair enough, look at dunny paper sales.
Zoonex looks like it could be a winner if uptake is good. Even legionnaires disease would be killed by ZNO
Animal Health - growth could ramp up nicely as world opens up. Suspect limited travel may have impacted this
China looking good, possibly poised for bigger growth
No pay increases or bonuses as promised last year except for the CEO - seems to have given himself $100K increase and $50K bonus. Not sure what that means for key staff - does he not want them to hang around?
Marketing - no improvement there. They need a new person in that role
UK growth looks good, despite extended lockdowns
Need to ditch IDSMed - useless distributor
Management seems on top of finances, good work there
Can't believe the dopey questions asked on the webcast. Did anyone read the report? Management seem to have ditched some strategies not working and are adopting new directions giving me optimism. I'll hold a while longer. Suspect this is a slow growth stock. GLTAH
ZNO Price at posting:
59.0¢ Sentiment: Hold Disclosure: Held
