Member Info for 20yrtrader

Unusual to see the share price down today, sales in the US have increased from 4k pm to 5k pm and the 8 pack has increased from 200pm to 400pm. Both despite no peaks in search trends and therefore no significant advertising.

Seeing this as a positive despite some getting cold feet.

Speaking of high search activity in Finland at the moment

20k units sold per month, sometimes floats up to 30k so assume 25k average depending on marketing

It’s not available, it’s available to pre order. Why would you spend a lot of money on advertising for something that isn’t out yet…

Remember Haleon have committed 4m just for the right to be the US supplier, they are not going to make a decision like that if they aren’t prepared to spend significantly more just in marketing with the expectation to return significantly more revenue in order to make a profit.

They are also not looking to sell one suitcase of product Del Trotter style and leg it as it would hurt their brand and reputation. Shareholders of the billion £35.5bn market capitalisation company would be deeply disappointed and the resulting share price from what would be perceived as poor management decisions would be much more important.

They would only look to undertake a product like this if they are looking to embed it in the US culture as they have done with a product like Centrum Vitamins.

Yes 1st October. The first OTC FDA approved* without prescription ED treatment in the US. Could be big for Haleon but likely bigger for Futura Medical who licence the Product to Haleon. Haleon agreed an upfront fee of $4m with FUM, as well as royalties and milestone payments of $4-45m based on sales.

Given FUM’s market capital* of £110m having posted its first profits, now could be the time to stock up on this share just before the US launch and further global launches this year.

Yes 1st October. The first OTC ED treatment in the US. Could be big for Haleon but likely bigger for Futura Medical who licence the Product to Haleon. Haleon agreed an upfront fee of $4m with FUM, as well as royalties and milestone payments of $4-45m based on sales.

Given FUM’s market share of £110m having posted its first profits, now could be the time to stock up on this share just before the US launch and further global launches this year.

Yes 18-19m turnover was estimated by the “analyst” on the morning of the 10th apparently. Proactive investors did an article before the webinar. But this gave no estimates from what I’ve seen.

Trinity delta haven’t revised their estimates yet from what I’ve seen

Small companies always want to significantly underestimate every stage so perhaps that’s why it has been removed for the time being.

Maybe the official estimate will come back as 15m based on just over double the first 6 months, and they will go on to achieve much greater which is great for shareholders and the annual results

Great results yesterday, revenues significantly higher and an early profit. Investment in manufacturing to meet to improve efficiency and meet demand. Roll out to 10 countries when 16 European countries I think were originally expected by the end of the year, which means lot more to look forwards to!

Negativity -

I don’t mind shareholders playing the game by being negative to sweep up some more shares on the cheap.

However shareholders being negative when they want the share price to go up is beyond me…

This is an AIM listed share - not Tesla, if you’ve got shareholder productive feedback then send it to investor relations, it is of no benefit to your share value to air your frustrations to a public forum..

However market insights useful links for sharing productive knowledge to all shareholders are great.

FYI you can have better success with searching for Eroxon retailers and news in a different country if you change your “search region” on Google, it can also help if you are using a VPN / incognito mode

65p by mid/ late October following news on US launch

Trinity Delta produced a comprehensive factsheet/summary following the April results.

Circa 3m revenue from Europe and 0.4m from outside Europe up until end of 2023 I believe. Outside Europe related to UAE with a population of 11m.

The first 6 months of this year has seen several European releases. All or which would have needed to stock pile before launch. European releases up until now might equate to a circa 300m total population excluding the UK compared to the 0.4m revenue from UAE’s 11m population

Hard not to see positive results now, then more positive results in April 25 with the US launch and further positive results with the South America Launch in the future.

I heard a rumour of some golden years marketing using Primal Scream’s - Rocks

“Get Eroxon Get Eroxon Honey”

Get your rocks off with Eroxon.. Haleon are you listening?

Points of note -

Amazon best seller list appears to be based on monthly sales figures. When Haleon Advertise is be very surprised if it doesn’t reach more than 70k pm sales and take pole position.

CVS Health has the product as coming soon - circa 10000 locations in the US

Walgreens has the product as coming soon - circa 9000 locations in the US

By comparison the UK has 2200 Boots store locations

All this at the same time as US requiring a prescription compared to the UK. Can’t wait!

Additionally Spanish / Portuguese Amazon currently showing 4k sales per month

South America launches have a greater population than North America

Wrong category but now at 74 in best sexual lubricants in the US. I imagine this will go to number 1 as a new product

https://www.amazon.com/Best-Sellers-Sexual-Lubricants/zgbs/hpc/10786421

Link?

FSA & HSA eligible

These are tax advantaged accounts in the US that go towards medical bills - like a pension - you avoid paying tax on money so have the gross amount available to you.

So whilst we are purchasing from our net income - they are purchasing from gross. This acts like a 20% savinb on purchase price which is already significantly lower than the UK launch.

Volumes are going to be insane

What could go wrong in the next month - nothing in my opinion

Distribution network has increased dramatically, I was in Asda where it had sold out.

Online numbers for Boots / Amazon are down, however this will be part due to more distribution channels and part due to the fact it’s summer where ED issues are less prominent

US are launching in Autumn going into winter where ED issues are more prominent.

We have results day on 10th Sept, share price will only hype up until that point

Likelihood they will confirm orders fulfilled for worldwide / regional rather than specific countries so the overall momentum will be positive due to the number or European launches

Order figures (licensing agreement figures) may now come out for the US. These numbers I imagine will represent a significant increase on previous given the buying capacity / distribution network of Haleon

As we have ongoing orders for launches FUM accounts will continue to look good. Impossible to have bad accounts given the profit margin of circa 50% from memory on production.

So much momentum will be about to start for the US launch! Likely some profit taking in January, but if product and marketing have been received well then no reason to sell for the next couple of years.

Why hasn’t the share price grown consistently? Very very difficult for real traders to get involved when volumes are low, you physically can’t buy without a 10-15% premium which is hard to justify mentally, you need an exit strategy which will be the US announcement of initial sales figures.

However with the US marketing more and more traders will get involved from the US and at that point volumes will start to rally, after that bigger traders will see the potential to get in and out.

Price prediction 65 in the next 10weeks then potential rally to 120 once we understand US sales figures and see that Amazon 100k units sold a month figure.

Remember sales on boots online were 5-6k units day at launch - “last sold 3seconds ago”

Bit frustrating, our local boots is quite big and had its own Eroxon stand on the shop floor. Glad to hear it’s working well!

Apologies I should probably add these are only online sales figures from monitoring the online updates “36 sold in the last 24 hours” from boots and “1k+ bought this month” from Amazon. So for the person asking for evidence, you should monitor this.

These do not include in store sales figures.

The larger total boots figures were on the 2hr webcast in July I think. As you will note the spikes in sales were during launch and the tv ad campaign.

Does anyone know if the tv ad campaign is currently running?

If you’re an investor that believes in the product and understands the current business model then you shouldn’t be upset, you should be overjoyed you can buy more at a lower price.

My position - I have recently added another 12% to my holding whilst awaiting initial US sales figures.

Eroxon notes:

Boots unit sales during tv ads in May/ June = 2000units per day

Sales went down to 6 units a day in Sept

Sales now at 36 units a day (current advertising routes unknown???)

Average review was initially skewed by the many shareholders leaving reviews as anyone can write a review. Current rating is 2.1/5 lowest rating

Adverse competitor reviews are also likely

Amazon sales at launch shot up to an average of 2000pm

Sales went up to 6000pm

Sales now at 1000pm (36 per day)

Amazon verified ratings of 2.4 based on 500+ reviews

100+ of which are 5 star ratings (unlikely to all be shareholders)

Broader range of 2/3/4 star reviews

Assuming current sales rate remains 24k per annum and Eroxon takes 50% revenue per unit sold then at an average price of £24 then revenue generated is £288k per annum before costs. Which is pants for just the UK market.

Current Market Cap is £124m which would need circa 12.4m profit expected to make the current this valuation justifiable

There are other sales outlets but I don’t expect these to be significant figures

Autumn and Winter are more popular for the ED market therefore hopefully all launches - incl US & UAE take place during this time

Hoping to see traction on repeat purchase and sales figures as the product becomes more normalised through greater presence in distribution channels

Hoping to see Amazon put the product on its subscription service!!

Help required to fill in the blanks with sales outlets abroad & sales abroad, aswell as tv advertising/ other advertising routes currently going on

I think everyone knows what is really going on with these reviews ;) ! Its a difficult one to expect great average reviews on a 66% success rated product. I think investors should be realistic here.