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yep I listened in. I asked whether they have looked into selling...

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geffa9

13,683 Posts.

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28/08/24

19:39

Post #: 75421827
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Originally posted by saintex ↑

Did you listen to EZZ conf call ?
I completely forgot to listen to it.

Did they talk about any of the main questions we have about them ?
in particular about repeat customers ?

Not sure to be convinced by their distribution strategy in the US via Tik Tok, given that there is a serious risk that Tik Tok could be baned in the US.

Next quarterly cash flow could be quite important to show if they can keep a level comparable to Q4 24.
In fact, I am surprised to see that their very good Q4 24 cash flow could be explained by the EBITDA for Q4, showing that this level may be recurring.

Well done to have kept your conviction with this company.

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yep I listened in. I asked whether they have looked into selling in Europe and India. Europe early stages and nothing in India. I think they should look into India as it is the next China.

they seemed pretty upbeat so I assume this quarter will be good also.

yeh I question the tik-tok approach in the US also but happy to let them decide what is best.
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