ZNO 3.70% 2.8¢ zoono group limited

Company websites mentioning use of Zoono, page-1442

  1. 1,787 Posts.
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    I went and re-listened to the results webcast, only weeks ago - almost everything he says indicates that the business is in growth mode and sales are growing. Recall in 2H FY20, there were supply chain issues, website down, logistics issues, US distributor not performing - lots of problems, yet lots of growth.

    Now we have some new challenges and opportunities in FY21. A business growing this fast will get attacked by incumbents. At the end of the day, Zoono is a disruptor. There's every indication from channel checks and social media that trains in UK are still using the product, despite perceived regulatory issues.

    The UK website being down for a month or two isn't material to sales - B2C in UK did what < $1m in 6 months? That's 2-3 new B2B clients, which we are winning every week I reckon.

    There's basically nothing new to be gained from another phone call to Paul.


 
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