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AIM 'investors' in particular are notoriously impatient. A great many PIs are much closer to gamblers than they are investors. The U.S. and Haleon continue to be the golden ticket here for me. Happy to hold through this period and may accumulate a few more as the short-termers start selling out.
The presentation won't help much.
These guys can't market for anything. They need a branding and awareness team.
?
Read the RNS again. I didnt read 2025 launch in US? I read, profitability in the next 12 months. This this implies a much keener timeline on revenue growth. And likely newsflow.
57%!
Surfie, I completely agree with you...the presentation had better be good. Although I suspect not, because anything decent would have been in the RNS.
"Wait for the presentation at 9am :)"
It better be bloody good Acerflyer as we are now down nearly 15% this morning after a next to useless RNS. This company is getting depressing as I was so sure they were onto a winner after many years of nothing.
Fantastic results with revenues and profits for the first time and excellent 2years 24 & 25 ahead with many deals in the pipeline to be announced, yet PIs sell after every results irrespective lol. We’ll sell to the IIs who will only be happy to accumulate in the next few days and weeks. CityAm newspaper states the brits took more money out of the stock market than any of the western countries. The biggest pension fund manager Phonix said U.K. Pension funds invest only 5% in the stock market well bellow others countries and urged to the government to do something about it. Are we doing Brexit in everything lol? Ie keep shooting our selves in the brain & bum lol
"I'll leave this here... 57%"
Thats for UK and Belguim. Other than knowing we have a product that works and seems to be in demand. Not real indication of where this is going.
I am guessing different agreements with different distributors in different regions are going to dictate the gross margin.
Plenty potential here. But feel we are at the end of the begining with some time to go to see where the company really is at. With 2025 at USA launch, we are looking at 2026 before we see what the impact on profits is.
Why marketing in USA delayed until 2025? I am surprised that it take a big outfit 18 months. Unless it was a cunning plan to stop selling in USA.
Have posted before that Barder and Co display a lack of commercial nous and this company needs a new EX Co or it needs to be taken over by more a more experienced team.
57%
The numbers trump the fluff. This is going back to 20s it seems
I'll leave this here... 57%
What a load of waffle largely regurgitating all previously said or reported. No forward looking indications of sales etc and "moving towards profitability" nothing new either which may well mean no improvement on past statement will not make money until FY 2025. No wonder market not impressed.
Wait for the presentation at 9am :) only 30 minutes...
THESE PHARMA are great but massive cash burn
All this with just 12 employees. Pretty good and congratulations for what they have achieved with such a small group.
USA have to wait until 2025.
Reading the 2.2 notes doesn't sound too promising.
Can't see the share price going anywhere for a while. Sold out this morning, I don't hold many shares but too long term for me now. They have potential of massive market but with everyone else doing the work cash flow won't be coming in steadily and milestone payments may not be enough or delayed as they say in these notes. Will keep an eye on the share in future.
Good luck to everyone here though. Keep hard👍
There's nothing new in this RNS. What the heck are they playing at? Unbelievable. Can see this tracing back hard this month
There are no news in the results as all were announced before. Expecting to see how the 1st quarter progressing and hence price drop
Big results really come in 2024 and a big uplift in 2025. Good long term hold with the share price rising as a good income stream comes in and more than likely dividends.
Hi, these R&D priority areas including female health product development points were all covered in an interview that was posted online a few months back. You will no doubt then ask where is it now - well it has been posted here at some point back and if no one can easily find it, I will see it I can find it later..
They stated the Haleon $4 million upfront will be recorded in this years revenues
I'm reading the RNS as profitability in FY2024 (this year) which was not on the balance sheet in previous years. Getting a feeling this will tick up
Plenty of positive intent thats for sure. Along with enthusiasm over being able to supply the ROW and USA.
I wont be around to listen to the investors presentation at 0900. Really appreciate anyone who can post some of the highlights.
Of course I'm happy to see finally some cash start to flow in but a couple of points I feel were missing from the RNS.
1. In future strategy it talks about commercialising other OTC products for the sexual health market. What could those be? A ladies' product? Back to gel in a durex? No idea from reading the text.
2. Absolutely NOTHING on non sexual health development, not a peep. What about local pain relief? That was our main thrust a while ago. There is a massive market coming from multidirections: sprains, minor sports injuries, arthritic joints, patients awaiting replacement joints, and many more.
I'm always concerned about the risks of investing in one trick ponies. At least I would hope we would make some of the right noises about future directions.