Replies to post #127280 on PCT Ltd (PCTL)

[namtae]

What needs to be understood is potentially a lot of the billing that tok place in Q2 won't show up until the Q3 report

This has been discussed several times here already

[Godough]

Z-Wolf

That is true they changed the focus too fluid production. BUT, in this quarter Q3 they have booked additional system sales, added several distributors (pass through income), had sub registrants open retail product lines, continued fluid sales but now from multiple distributor lines, engaged a manufacturing company, are at several retail stores, amazon, and who knows about the wispy UK action.
So perhaps the focus at one time changed, the rest of the PCTL business was not shut down. And with the other distributors now producing fluid may allow more time to keep the other parts moving.

I'm thinking each quarter will show at least some growth. IMHO

I could be completely wrong...

[aandt]

While there was an initial surge in Q2 of fluid production and sales (we will see to what degree soon), the sustained uptick of activity happening is what will really pay off. Keep in mind there were only a handful of distributors at the beginning of the year. In the podcast with Gary on June 22. I believe he said there were 7 officially signed distributors. So since that time (near the end of Q2) we have added 17 officially signed distributors. Each of the new 2020 distributors are at various stages of development. Some are not actively producing yet, some are. As they come into production, the revenue from royalties will continue to grow at PCTL. I also expect to see a signing fee/up front machine cost that will show from each of them. A few of them we know are actively producing, like BOX Bio, eOn Mist, Proguardeum, Digital Ally, etc. I expect the wave of distributor revenues to match or exceed whatever the fluid numbers were from Q2. Also... machine leases... those who are producing should be paying lease fees on the production machines. We do not know the details on how these contracts are constructed, but this is significant growth.

So all of that to say, I don't expect a soft Q3 but rather a sustained and growing surge of revenues building into 2021.

[tsand]

However, some of those larger fluid orders could propel new distributors, or sub-registrants based on the successes proven by use of our HOCl fluid. I personally don't feel the 3rd qtr will be flat (existing on ongoing revenue), but see our sales/leasing increasing. Those orders for hospitals undergo quotes, then approvals, then manufacturing/installation which does take quite a bit of time. If we are seeing PR's listing these hospital increases, then I would certainly expect more of the same, especially after the "soon" to be released 2qtr 10-Q. Additionally, it has been six months since we've seen any info released about Oklahoma oil and gas...

[CyberJ]

I..believe..the 2Q..revs will..be 3X..1Qs, 3Q..revs..will be..2..to..3Xs the..2Q
1Q
Revenue was based mostly on South Carolina and a few distributors as COVID broke out late in the 1st QTR and March was better than Jan and Feb combined.
2Q
I believe with the surge of new Distributors and ramping up HOCL fluid sales across the board, I believe we are only aware of the tip of the iceberg in the number of total distributors online and revs they are bringing in, as well as the number of new hospitals and equipment revenues that we will see in the 2nd Qs, resulting in a continuing of an ascent of revenues as revenues that started in March that will continue the spike upward over 1st Qtr by up to 3Xs IMO
3Q
WE should see the ascent in monthly revenues continue to spike upward with the huge UK revs kicking in the 3rd Qtr (We have 1 more month (September) in the 3rd Qtr and we will see even more distributors and hospitals, UK revs and equipment sales coming online. I believe we see the same ascent happing in the 3rd Qtr over the 2nd Qtr

PCTL is a COVID play and as with other COVID plays, PCTLs time in the PPS sun is about to happen.

Who knows maybe we will be on track for 5 million or more in sales IMO

Just need to get the fins submitted this week and the fun starts.

I love the fact that Gary is focused on eliminating notes.

[zagdad]

Soft revenue in Q3? No way....more needs, more customers/users/distributors (each growing their business big time) of all types, long term leases.....the cash cow is gonna have growing pains but its gonna grow every Q for a quite while for sure/at WORST