Member Info for boonboon

I hope the board give themselves some good performance based share options. We need stability and need the key staff to be committed to the company. There's already been plenty of upheaval.

Erectile dysfunction and premature ejaculation aren't the same thing.

With the volume involved I suspect it's Haris.

And expandable. " The new category can be extended to several other product lines in a similar manner to InnovaDerma's core brand, Skinny Tan".

Skinny Tan started as a pure tanning product. We now have a body lotion range a suncare range and a face range. That has expanded the total market size substantially. So I'm assuming the £80 million addressable market will increase if we expand the range.

Can't disagree too much with that. I suppose the unknown is how many Boots actually ordered. I can't see us manufacturing any more within the time frame. I'd say it's 10,000 units minimum. But hopefully more.

Maybe Boots want to mix their promotions around? Also if you put a limited time on an offer I expect it drives up demand. If customers are aware it's only there for a short time they're more likely to make an impulse purchase.

Also we highlighted a superdrug limited edition range and gift set for Christmas. So that should be out soon.

It's only going to be available till the 5th of November.

My gut says the superdrug Christmas range will come out shortly afterwards.

18 sold on Boots online already this morning.

Looks good. They've previously mentioned a gift set for superdrug not Boots. So either they've got it mixed up or both Boots and Superdrug will have gift packs. That should ensure a decent uplift to last year's first half sales.

They've been in South Africa for quite a while now. They've gone into Canada recently. India will follow soon hopefully as well as others.

Social media marketing seems to have picked up so will hopefully generate more growth.

I don't think there is necessarily a good cross sell to the end customer between Growlase and Prolong. I think the benefit comes from the fact that the sort of distributors who take on Prolong are also likely to be interested in Growlase. So having two products to pitch is an advantage.

Hopefully this will also be the year the customer lists show their full value. According to the latest Kieran interview most SkinnyTan customers also buy the new category we're entering. Could we get 10% to buy £10 worth then that's £600,000 and gives the new category immediate momentum.

I agree these numbers look Conservative.

In the first half last year we did about £80,000 from around 30 myers stores and DTC. We were overwhelmed by the Christmas trade and sold out of gift packs well in advance of Christmas.

Subsequently we gained a massive increase in store numbers to about 600,but the majority post April. We did £120,000 in the second half.

Charles and Lee is imo seasonal with both Australian fathers day and Christmas falling in the first half. With the massive increase in store numbers and the fact we've learnt from last year and have more stock in place pre-Christmas I expect a significant uplift this half.

We have over £100,000 of stock in place at cost. You don't have that much stock if you're only expecting £400,000 for the year imo.

The way I see it is that two years ago they massively underdelivered. Last year they just about got the numbers by the skin of their teeth. I'm guessing they're being extremely cautious now in the hope (and probably internal expectation) that they can overdeliver this year.

We've since got a new manufacturer at a much lower price.

It's on the low side, but I'd rather stay Conservative. We sell to them for £50, they sell to retailers for £100, they sell to consumers for £150.

I imagine it costs around £10 to manufacture.

The DTC margins are extremely high, but we have to invest lots in marketing to get the business. With the distribution it's sell it on and forget about it to a large extent.

For what it's worth I've (conservatively I think) got £1.5million for prolong. £300,000 each quarter from the USA. Then £50 x 6000 units from the announced distribution deals. The potential is obviously there for these figures to increase significantly.

You can see that in the balance sheet. Trade receivables are up around £1.3 million for the year.

Trade payables are up £650,000

I see multiple licensing possibilities within aviation.

1) passenger aircraft oem
2) military aircraft oem
3)helicopter oem
4) flight simulator oem
5) Air traffic control panel oem

It's a non regulatory rns. So presumably not material in revenues and shouldn't hinder director buying.

Possibly some oems have postponed/cancelled the rfq process as they await confirmation of the exact legislative requirements.