Just listening to the Oz Biz interview available on the Investor...

Just listening to the Oz Biz interview available on the Investor Hub and below are bullet points of what Nan discussed.

• ECS signed over $50m in contracts last year which will show as revenue this year.
• They see the market for ECS growing quickly and a lot of growth coming
• R+D for production improvements a success using light and heat in winter
• Production improvement upgrades being rolled out to 4 PCE's this year
• Good loyalty from Oz customers
• Excellent opportunities with Europe who have high regulatory hurdles ECS are passing, particularly in Germany and Poland
• Expecting excellent growth in German, Polish and other European markets this year
• Exports to grow from 15% of revenue to 40% of revenue
• No real difference in margins between local and international markets
• Expecting to receive Organic Certification in the next couple of months
• Once certified Organic ECS can get an extra premium on price
• Expecting MC cultivation industry to consolidate this year and likely to see some other producers fail, which creates other market share opportunities for ECS
• Currently a B2B business, with more margins available when they launch their B2C range later this year.

DYOR
This is not advice just my observations of the interview

Changed sentiment to a buy, but a not allowed to buy until some home renovations are completed

Cheers