I agree with you. B2C will escalate.
I think 125k a day in 4Q is on the low side of the range, even though it's quite a nice number in itself.
B2C sales went from:
- Under 20K, to
- record sales at over 50k a day
- sales between 30-50K
- record sales at 143k the day, after lab test on covid announced
- sales at 100k a day
- sales at 150k a day
The above are snippets of comments from the CEO (some para-phrasing) off the top, between early Jan 2020 to his latest comments in late Mar 2020.
The B2C trend is up, and each time has blown away past expectations.
UK website has been down a while, and when production is caught up and all sites reopen, it won't surprise me we hit 200k a day by 31 May 2020 and 250k by the end of 30 Jun 2020. ZNO in 4Q B2C sales will benefit from:
a. Lab Test results,
b. severity of crisis, that is now foremost in everyone's minds (and I mean globally)
c. accelerating word of mouth recommendations and publicity
We didn't have the full impact of the above in 3Q, but 4Q we will (I take no joy in saying so, btw).
Looks like they are sorting out their supply lines fast, and we will be in track very soon. My order placed in 6 Mar is complete a few days ago, but is delayed in the shipping process, stuck in NZ awaiting shipping.
Zoono's Singapore and Greece websites may not be ours and not included in above numbers, but will contribute to B2B sales.
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