The ZLD Big Picture

I’ll be absolutely intrigued to see our global revenue figures in the next financial report. I’m expecting them to be modest but a benchmark to extrapolate and work from nonetheless.

I’m equally fascinated to see some gleefully anticipating a takeover by big pharma. While that would still work out well for us all financially I’m not at all convinced it’s an option that would represent the most wealth generation for shareholders. I realise this is all a bit ‘cart before the horse’ given we’re at 7.5 cents but why would we want a takeover? Zelira is ideally positioned with an IP protected, groundbreaking portfolio of products all of which can be rolled out on a global scale into multi-billion dollar markets.

When you take stock of what that could mean in terms of revenue, I’m left wondering why you’d advocate for a takeover? I’d much rather see them build this thing into an Aussie powerhouse like CSL, who needs a big pharma buyout if you’re making money hand over fist (I suspect ZLD eventually will be).

GW Pharma specialise in medicinal cannabis and are the most similar model to us that I know of. At one point not long ago they were north of $200 a share, no takeover occurred. I’m on record as saying I think our product portfolio is potentially better.

So from a long term perspective I think ZLD could be a sleeping giant. We have the products and IP protection, we’ve identified the market, now it’s about execution which to do well will require many aspects of the business to be run well but if it is, strap in because this could be a once in a lifetime investment I believe.

At the end of the day, cash is king and all that matters is that revenue. If we get that rolling in and can demonstrate consistent revenue growth over the next few years with clinically backed products in global markets I see no reason why we couldn’t ascend to the heights of GW Pharma in time.