I thought I would revisit these notes and see what has happened since....
- Mar QTR on track to be c.4.6m sales vs Dec QTR of 3.6 (which included PO of 1m for WM). Currently doing 750k / month. refill orders for this quarter have exceeded total orders for Dec QTR significantly. I look forward to seeing this in the next Q Report
- Company will not announce individual contract names any more, only one off POs and total store numbers.
- There is a new contract of size (no name given) and there will be a PO by early March that will be delivered 4 weeks later. Timing was pretty right for Walgreens
- New machine will be online by end of March. No Inventory issues delivering new PO or current sales demand with some inventory left over. Machine online in early Feb
- There is a rollout of 6k stores (not included in the PO above) and another 6k to a new convenience chain. Not sure who these could be but would that take us up to 35K locations?
- Potential Acqn in Aust also on the cards. Hoping this happens but not expecting anything soon.
down....and down, page-112
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