ZNO 3.57% 2.7¢ zoono group limited

We have to be mindful that freight rates are no doubt higher...

  1. 1,832 Posts.
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    We have to be mindful that freight rates are no doubt higher than normal and have to be oncharged to the customer. When rates come down I expect ZNO will lower freight rates.

    We also have to expect that everything takes longer in this market and that establishing bottling in Australia may well be on their long list of to dos but am sure there are plenty of other higher priorities at the moment such as growing sales, establishing new markets/distribution agreements etc etc

    They may well use this experience with 3PL to scale further and/or replicate and refine in Australia and elsewhere when the time is right.

    Once we have increased sales and profits we will have the cash and can obviously expand and consolidate and improve operations to iron out any kinks.

    This pandemic is not going anywhere overnight so we do have time to build brand and increase sales in all our target markets.

    We are shareholders and should not forget that management has taken us a long way in a short time and that many other businesses are cutting staff and making losses/reduced profits. We are in the right business at the right time. Best we let management manage and shareholders share in the gains in due course.

    Remember that Paul has the greatest incentive to grow this business successfully - in fact he has 74 million reasons why given that is approximately how many shares he has at stake

    Relax, good things come to those that wait and I am confident we are onto a winner here.

    Anyone see the size of estimated hand sanitiser market globally by 2025 at US$5b!

    How about the industrial cleaning market globally? - Airports, shopping centres, public places, not to mention opportunities may present themselves in government, airlines, cruise industry, tourism, restaurants etc

    Food processing industry globally?

    Acne market?

    Foot odour market?

    And of course our favourite - global animal health market with Apiam and Zoono China International Trading.

    These are all multi billion dollar markets and yes I know there are entrenched and well funded incumbents but yet we also have a unique and valid point of difference - anti-microbial protection.

    We have already established some promising relationships in Europe and UK, Middle East, NZ, China in b2b and b2c. There are also opportunities in India which is a rather large market too. We already have an excellent opportunity to take a slice of Animal Health in China and Australia, USA, NZ, Canada, Philipines, Vietnam and we've only just started.

    Imagine where we could be in 6-12 months+ as relationships are established, sales are grown apace and business expands operations by outsourcing to specialist providers looking for volume business to counteract the fall off in other markets.....

    We also shouldn't forget that we have margins which would be the envy of most businesses of circa 70% +/- depending on market segment and share of total sales at years end.

    The above ticks boxes for me, let's leave it up to management

    Have a great weekend all

    Go the mighty Zoono!

    PS Note I did not mention similarities with another overnight success that took years to get where its got aka the A2M growth story

 
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