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They're distributor orders. Probably somewhere between $50 and $100 I expect.

Was it 16,000 Fleet installations at year end. If so what is the current number.

Also with $12 million of recurring revenue, which is growing all the time. A large part with blue chip companies as well. In addition a new cfo. I'm hoping we finally get access to some debt facilities if we need short term cash.

I personally don't see too much UK growth for SkinnyTan after the current financial year. Possibly from protect and glow. We've pretty much covered in the majority of relevant retailers. Possibly just a few gaps to fill, but nothing significant. I'm hoping they can get it going in the USA and Australia as they are the other main markets for self tanning would love to see some evidence of this in the results.

I don't think they believe enbright is ethical and as that is a large part of their other brands they don't want to launch it. With regards to Stevie k. That website has been there for ages, but they're not actively promoting it.

I've had high hopes for prolong, but not sure if they can deliver on the promises. They said in early July they expected news within a couple of weeks and we still haven't heard anything.

1) should take a lot less effort to maintain than grow.
2) shouldn't take too much all the marketing is already available.
3) agree would like to see this launch believe it could do very well. Expect we would need confirmation of a retailer launch with the results otherwise we've probably missed the launch time frame for next summer.
4) just a case of trying to get these in retailers. (curly one is in Boots). I prefer focus on international expansion for Roots.
5)agreed about Australia, but missed the summer window for this year. USA should go via a distributor. Too much to handle alone.
6) it's launched in South Africa via distribution. It's in or going in Indochino stores in USA. (hopefully via distribution). I'm hoping for the long expected UK launch.
7) Prolong has launched in UK. Life sciences seems to be seen as separate division within the company with it's own limited resources. (needs to be self sustainable).
8) see above it will become focus for life sciences division after prolong is going well.
9) shouldn't take too much focus. A little bit of additional sales, but expect it's not a lot of effort for us.
10) Enbright is dead in the water. I expect we'll never here of it again. For some reason Idp don't have a lot of believe in launching Stevie k. It's well back in the queue. Presumably they see more interest in the new category.

All in all I think the numbers for this year are secured with what we know, but I'd like to see evidence of growth for 2021. Could be via the new category or international expansion of current brands.

We already know there's a new category launching in the second half (unless it gets delayed like everything seems to do). Would be great to get more details of that on Tuesday. As well as an indication of current trading.

Like the fact our chief operating officer is commenting on this?

https://www.linkedin.com/feed/update/activity:6577840933755326464

Trying to figure out the size of the opportunity. In their results presentation they mention that lytx drivecam has been rolled out to 19,000 vehicles. So I guess that's the opportunity for us as well.

I think it's possibly their full uk fleet of coaches just need to get it in their bus and international operations.

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Over 550 National Express coaches run on Britain's roads everyday.

I highly doubt Haris will consider selling SkinnyTan at anywhere near £15million. From previous interactions I believe he sees the ultimate value much higher.

Interestingly by selling shares in the past Haris has put us in an interesting position. He has the power to block any takeover, but he doesn't have the power to push one through if the other shareholders think it's a bad deal.

With regards to more Boots stores or adding Tesco I believe neither of these are that important. The most important thing for me with regards to SkinnyTan UK is to increase the SKU's in Boots and to a lesser extent superdrug. Bodyglow is popular in Superdrug and not available in Boots yet. Protect and glow is also doing reasonably well on the DTC and would like to see that in retail before the next summer season.

From the video interview it seems that we can expect newsflow, especially on Prolong, within the next month or so

Is this just a straight up hardware delivery or will there also be ongoing monthly monitoring fees?

https://www.alexander-dennis.com

You would have thought they'd be able to get some loans now they've got contracts with large multinationals and guaranteed income in the future.

Perhaps I'm being pedantic, but FCA aren't headquartered in the US. "with an additional global US-headquartered automotive OEM"

Hyundai/Kia are the third biggest in the world and seem to be forgotten in the "big" nine. I know we've previously said we weren't working with Korean companies, but that was a few years ago.

So FCA or Tesla then? Most likely to be FCA.

Would they consider Cadillac and Chevrolet as different automakers?

I wonder who this one is. It's a low initial value.

The broker estimate is for an initial value of £1.75million.