Member Info for acerflyer

I suspect a lot of detail is waiting on the presentation at 9am - so on that basis I have signed up to view this.

The fact that we cannot get the SP back over 40 suggests to me that expectations for these results are especially low now- we have not rolled out to all the countries we thought by the deadline we set (from what I can see on the website), nothing on USA side, poor |Amazon reviews, no follow through from NHS prescriptions side and how they plan to ramp this up, TV advertising budgets cooling off, little visibility on repeat customers etc etc

I am an optimist, but many I suspect will look for a lot more reassurance than simply reposting last year's numbers that are broadly known and a few optimistic nice hopes for the year ahead - in my worst case scenario that is what we may get and a slide back to 35p etc etc - just my thoughts but until we get SP above 45-50 there remains much doubt in this business model to be proven - I hope the management are on top of all this ! dyor etc

You can read this both ways - a delaying/blocking strategy or a way to better understand the value of eroxon as part of much closer involvement - would they want an equity involvement at any point too. We simple do not know, but we are reaching the point of telling the firm to get going or to get lost. The drawback of the latter is that we are very dependent on their cashflow for 2024 - so this limits us being too aggressive I suspect.

I think much of the amazon business is down to the fact that this was pretty much the only place you could buy the product - it has taken to last month for my local boots to get some eroxon in. My hope is that all the different sources of sales outlets will mean that customers can buy via a local store or via a preferred outlet e.g. superdrug to name but one.

I am hopeful for the future but very realistic on the current sales as we have only just got full coverage in UK, only started in all the overseas areas and nothing in the US. The negative reviews on Amazon (many fake I suggest) have clearly going to have an effect so it all needs to settle down.

We need to find the niche of customers who have sensitivity down below to find an effect from the gel, are unable to use the blue pills for whatever reason (or will choose not to use them), have partners who do not object to the gel entering them etc etc. There are so many decision points on this gel and I think it will take another 12 months to let the dust settle.

Having said all of that, if we do not get a firm date for USA launch, then I think our management will be in for a real challenge from the shareholders - in terms of managing time expectations for roll outs.

I hope you are right otherwise the MMs may well walk the SP down nearer 30-35 range as there are not many buyers relative to sellers it appears...

It's all down to the USA imvho. Sales may be steady and grow over time in Europe but USA launch is the big fish to get the sales to cashflow positive and earnings and future dividends for us shareholders. If we announce year end results next month with no date for USA launch we will stay just as we are I suspect - not what I want but that is the firm and Haleon to pull their fingers out.

Taken at very close to bid price so no top up option at 35p for me just yet - there must be some demand for the shares still :)

Be interesting to repost and see whether the web police are being active or not?

these chaps have a very high credibility rating on you tube for medical training excellence imvho and we have thankfully moved beyond what i call "the s*********" type approach of someone make a few smart **** comments about poor amazon reviews to create some publicity when all those in the know now realise they amount to a load of rubbish to all intents and purposes. serious progress for the firm as being taken 100% seriously now as a contender in the market. long may this continue.

Https://www.youtube.com/watch?v=LI4cr48aB2c

Consistent with our strategy to be active in managing our portfolio, we announced that we had reached a

licensing agreement with Futura Medical to exclusively commercialise the first FDA approved topical erectile

dysfunction (ED) treatment for OTC use in US. We continue to advance the launch plans in the US to bring

this product to market and will update on timing when appropriate.

nice link from the Haleon report from the past couple of weeks so reassuring.

I built my position over time and will hold for longer term - I was speculating why some might be leaving now.

My two pennies worth. If you take the view that FUM are not going to provide any updates now before the results in April and there is little retail buying interest then if you sell out and come back in a day or two before the results at hopefully the same price you are freeing up capital to make a hopeful turn elsewhere.

If you only have a smaller percentage of the portfolio in here, the overall costs and efforts for me to be that clever do not add up - but I suspect we may have more volume now as the lower price brings in new buyers. I will not take the risk that some bit on information may drop within the next month. These are my own ideas and everyone will be taking their own views of course here based on their advice.

I hope this is all serious intent and can be achieved within my lifetime. If so, we may be in for some interesting developments. I do like the model of pass away all the delivery side to allow the management to continue to evolve the product range. Do we have any experts in sexual function amongst our board. Or, are we relying on outside experts every step of the way.

I like the flexibility in this business model. If we can deliver of course.

The more I think about it we have 3 USPs here with our product. Helps erections, improves the sexual experience for the man and if used by a partner can help their enjoyment too. So very flexible for different uses and justifies the price.

There are increasing number of videos about women's angst about sexual experiences. I would like us as a firm to progress this further.

Great thought - if anyone was on a one night stand going at it four times is asking a lot over the course of the night whereas if the lady was nice enough you can stretch to two tubes I suspect .

Not that I get up to any of this sort of stuff - I am of the age that is now called mid life.

OK, on a separate Boots point, they have outlets in various overseas locations like Ireland and Norway (both now have Eroxon) and interestingly far flung places like Thailand - so this may be a route to getting into the Far East possibly?

Web says 33 bought in last 24 hours online or say 1,000 per month. Has anyone looked at this before and what numbers showed up.

Https://www.youtube.com/watch?v=CeHfrVccuW8&t=218s

Imagine being told to go to your doctor along the lines that I'm not getting enough morning woods any more .

Brave new world here for some of us - I can't say I have ever discussed this with a single soul.

Perhaps men need to get much more open about their mechanics down below.

Good find - 5 outlets already linked in and progress!

Has anyone here actually tried the gel where they can say that the gel changed and improved the feelings down below much for the better. This aspect hardly gets discussed but it opens a new line of business for those men who simply want a more enjoyable experience even if they do not have ED. My sense is that very much can if you have the basic sensitivity in place. So you could in theory sell this to a single man for solo s e x