I think zone and Velo Plus are both better relative to ZYN, qualitatively. Additionally, their cans each contain 20 pouches compared to ZYN's 15. The timeline for PMTA reviews for all pouches is uncertain, and there is no clarity on whether the Scandinavian variant will enter the market. I agree; if it does, it will be far better than all products currently available.
I don't have too much substance to add. TPB has had a colorful history. I'm not sure that the JV /w Tucker to spearhead Alp has real staying power. He has a large following and platform, but historically, he has lacked tact in discussing pouch products. A bit of a liability that could get the brand into hot water with regulators.
I'd love to hear more about their "colorful" history as I am unaware. Also, checked and most alp products are sold out and they have barely started. I think the upside for such a small company could be large but what do I know. You're the man and I enjoy what you write. Thanks
Your report has great candour and provides insightful analysis.
Thank you, James.
The sooner the European version of Velo gets to the states the better. Far superior and think possibly better than Zyn.
I think zone and Velo Plus are both better relative to ZYN, qualitatively. Additionally, their cans each contain 20 pouches compared to ZYN's 15. The timeline for PMTA reviews for all pouches is uncertain, and there is no clarity on whether the Scandinavian variant will enter the market. I agree; if it does, it will be far better than all products currently available.
Are you going to take a look at TPB and Alp?
By Alp do you mean ALP Supply Co. LLC? If so that’s a private company, no?
no, alp nicotine pouches promoted by tucker carlson and co owned by turning point brands, tpb
Interesting. Is that a reason why TPB’s stock price did so well over the past year?
for last few weeks yes. Need Devin to investigate
I don't have too much substance to add. TPB has had a colorful history. I'm not sure that the JV /w Tucker to spearhead Alp has real staying power. He has a large following and platform, but historically, he has lacked tact in discussing pouch products. A bit of a liability that could get the brand into hot water with regulators.
I'd love to hear more about their "colorful" history as I am unaware. Also, checked and most alp products are sold out and they have barely started. I think the upside for such a small company could be large but what do I know. You're the man and I enjoy what you write. Thanks