RE:Thoughts[
I think you comments and assumptions are valid.
If CNZ is constantly working on making relationships with other industry leaders and with national and international clients, distributors and various levels of gouvernement. We have to consider that it all Happen overnight, only people in lala land think like this.
Some agreements can take months and months of ngociation and if various level and of government are involved and mandate others to comply with environmental laws and standards that are either in the process of being implemented or being worked one then that’s a different set of rules and regulations.
I’m not saying I want NRs and revenue right this minute or day but eventually CNZ will have no choice to reveal their financials and prove to us shareholders that they are getting more and making more money, agreements, contracts, relationships, and not keep us in the dark through this.
quote=ARIMA11]Looking back to recent release that I consider material, these come to mind.
Aug. 25 - U.S. Supplier Agreement with KMI Zeolite Inc.
July 10 - Canadian Distribution Agreement - Ross Enterprises LTD (ON + QC).
June 26 - Positive Results on Two Year Study for the Remediation of Potash Brine
May 29 - LOI to to Acquire U.S. Manufacturer and Distributor of Zeolite Products
March 30 - Rolls Out New Products for Distribution
Mar. 20 - Launches Sales Division for National and International Customer Service
Mar 6 - Supplying Piller Poultry Ltd. of Southern, Ontario - POC - benefits of Canadian Zeolite's
Mar 2 - Supplying Orange Hill Farms of South West Ontario -A 1200 Sow herd that produces 10,000 market hogs and 20,000 weaner pigs annually.
Jan. 31 - Distribution Deal with Canadian Distributor -Manitoba, Saskatchewan and Alberta as an additive of up to 2% of finished animal feed.
Dec. 8 - Agreement with Isodiol to Research and Develop Zeolitic Infused Consumer Products
1) It appears like there potentially is a lag between the signing of the aggreement and revenue.
Q3 Earnings - Prior March 31st 2017
Last earning went until March 31st and the announcement before then probably never got a chance to be implemented. Start date and lenght for Orange Hill Farms was not mentioned.
Q4 Earnings - Present.
Ross Entreprise and KMI Agreement are less than 3 months old. Hoping that revenue for these will come in as well but again, not sure of start date and lenght and if these are seasonal.
2) Also wonder if the May 29th release turn into the August 26th one?
3) 21 release in the past 12 month but only 5 are actually related to sales. These guys have to focus more on sales and less on other initatives (research and product). Last year was their break out year but they litterally went to $2 on fumes and future potential. Time for them to deliver now.
No doubt we are at these levels because of the lack of details. This is self-inflicted and you have to wonder at which point it is intentional. Not sure what the expectation for Q4 is but really we are looking at revenue from two sources a) Distributors (2), and b) Direct deals (2).
Needless to say more deals and details on these will be needed. They built their team last year, but will need to deliver this year. Assuming that 100% of the import is from outside Canada, the company will have to either take business away from existing supplier or find new ones.
Having said that, the CEO has been in the zeolite business for more than 20 years. I'm sure that this is not the legacy he wants to leave behind as a result, I remain cautiously optimistic.
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