ANO 0.00% 72.5¢ advance zinctek limited

My previous model (if it can even be called such a thing) was...

  1. 1,112 Posts.
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    My previous model (if it can even be called such a thing) was merely speculation based around when Geoff had touted the line "in excess of $1mil".

    It is not really that important to fixate so much on previous periods as it is irrelevant going forward given they were constrained by capacity limits.

    Going forward, there is little reason why they cannot sustain a run-rate that is in excess of sales experienced in the most recent quarter.

    No matter which way you slice it - the shares are undervalued - and a lot can continue to happen over time for us to see sales growth at similar momentum - here's just a few:
    - New European distributors - working from almost an existing base of practically 0 sales
    - Positive FDA regulations triggering brand owners to formulate using zinc oxide regardless of laws passing or not
    - Continued global growth in all naturals cosmetics
    - Increased spotlight on importance of SPF in daily wear products - not just sunscreens
    - Growth in ZinXation OEM White Label business with brand owners looking to get speed to market and launch products in weeks not years - leading to significant revenue upside for ANO getting a larger piece of the pie
    - Development of additional formulations and new products that can be sold to existing customers (such as our anti-acne sunscreen and world first patented water composition sunscreen)
    - Growth in Alusion product line as Merck have been heavily promoting the product and pushing for container load shipments (40t)
    - Exclusivity extension of Alusion product line, or unlocking of additional license areas sold via existing global distributor network
    - Further commercialisation of new products in batteries, plastics, coatings etc
 
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