Member Info for bottom_feeder

Komakino: You clearyl did NOT read my comment Properly.

I stated clearly that the UK is different to the rest of Europe in that Viagra is NOT a prescription drug in the UK.

it IS a prescription drug in the rest of Europe however. This is backed up by Mr Barder' comments in his video interview (FUM CEO).

And, regardless of whether Viagrra i over the counter or online, it has also been pointed out by others (e.g. by Chiefs) that Viagra has potential issues with efficiency, side effects and speed of reaction etc.

So, my view (which is of course personal) is that Eroxxon fills a very important Niche within the overall market. It's clearly going to have an initial impact. It's only in time that the market will see the required level of feedback as to hte effectiveness and tak-up by the general public.

My view is that FUM is a very STRONG BUY at the moment. It will no doubt fluctuate over the coming months as investors skip in and out, but overall it should rise to a decent profit.

Ascoyne: Seriously! at what point does any intelligent, sane person ever refer to this product as a "hand sanitser" ha ha ha

I've never heard so much dribble.

It's a medical product to aid people with what is an increasing common.

Anyone who refers to it in such a derisery manner should be ashamed and I suspect are nothing but derampers.

Ascoyne: I have to disagree with your statement that it appeas over-priced.

Remember that this is an Over-the-Counter product, while most other european countries have likes of Viagra etc on PRescription only; not so in UK.

So Mr Barder' video conference this morning was clear that a lot of Men don't want to go to the doctor etc about what may be perceived as an 'embarassing' condition.

The fact is that people will often pay for convenience never mind privacy (even though you still have to hand the product to a Cashier.

The proof will be in the future SP of course, which is hoped to be looking secure.

P.S. Yes I know some appear to think I'm too heavily weighted in FUM but its my risk and I'm happy to repeatedly "Top Slice" as the SP rises over the next 3-6 months.

GLA

I just wanted ot say a big CONGRATULATIONS to FU and all fellow LTIs on this board.

It's been a bit of a wait thus far but the major Fulcrum Point has (IMHO) been hit. Advertising and particularly the very good Dr Hilary mention (as commented upon by Trdr2022 earlier) now sets the Stake-in-the-ground for the Inflexion Point we have all been waiting for.

With (hopefully) the FDA approval being given within next 4-8 weeks, it should pave the way for the SP to rise steadily towards the £1 mark (I'd like to think this occurs well before end of year, but markets are so fickle right now).

I've been steadily investing and invested a further £10k this morning. Its 'weighted' my Portfolio heavily towards FUM; but..... lets be honest, we don't get much stability and almost guaranteed profit capability as FUM is now offering.

So good luck to all and lets hope the £1 SP Party arrives sooner rather than later.

KD: thankscfor commercial highlights info, much appreciated.

Given fda approval and FUM being able to show increasing market takeup in 3-6 month period 'may' lead to potential buyout.

Even more so if FUM gets Petent extension from 2029 to 2040.

However..... I don't want a buyout, at least not too soon.

The fact is that a buyout too soon will be a givaway (imho).

I expect the SP to begin ramping up in nextv6-12 months well above 100.

I'd be much happier if bouyout kicks in next year to be honest.

Yep Patent is a bit of a concern.... especially for any potential buyout.

Most large companies will know that FUM product will take time to infiltrate markets. So only having up to 2029 may make buyout non-feasible.

KD: I respectively disagree.... a little... about marketing not being in hands of FUM.

Part of their negotiations in finding a distributor in rhe different market areas will be to ensure not only 'who' drives advertising but its cost etc.

I suspect FUM will have to take smaller royalties based on Coopers conducting marketing. So I would like to think FUM have not only loojed at Coopers previous marketing campaigns but have been proactive in agreeing what, when and how marketing will be done to drive sales etc.

Notably though, we don't have any word yet about how FUM are going with US/ Latin distribution & marketing.

Again, I'm hoping FUM are getting proactively involved in how the potential market campaigns will be ran in those areas.

Unless..... FUM are simply just handing over distribution and not being more proactive.

But, hope next 2 months will not only annouce fda status but distribution in America (and please please let the FUM BOD at least give us an incling of 'what' marketing is likely to happen).

Hi ndr50: there are a few sticky factors in assessing the future SP for FUM.

First to consider are the Estimated market potential & growth. At around 3.2-4.5bn market now, its expected to grow to around 5.8-6.1bn by 2030.

Note: estimates vary heavily though depending which reports etc you look at.

The 2nd important aspect is the market share across different companies but also product tyoes.

Around 58% off the entire market is dominated by Viagra, regardless of geographics (asia, north/south america, europe etc).

North america is (reportedly) representing around 55% of the market too. Though I suspect that will shortly change with rapidly increasing market in Asia, India etc.

Notably probably around 90-95% is dominated by likes of Oral drugs (hence why Viagra dominates).

So we can probably expect a few years (requiring intensive marketing) for FUM to gain traction into possibly 1-3% of the total market at best.

So my view is (as long as FUM rub copious amounts of Eroxon on their market campaign) they can likely achieve £50million+.

I know others will think this is a 'low' figure, but you have to accept that the market is well and truly dominated by oral drugs and the likes of pfiezer will protect their dominance with rigor.

As for the SP i would like it to climb up over the next 2 years towards the 250-300 mark.

If FUM can greatly improve their marketing strategy and dominance in likes of India, Asia etc then this will increase.

A 3rd area to consider is that America appears to hold over 55% of the total market too. So gaining FDA approval is a sure route to gaining what could be (imho) 5-8%+ of that market compared to rest of wirld.

I suspect this may be the reason 'why' FUM haven't marketed vigorously in Europe. I would propose they are saving their marketing funds to hit the US once fda approve. This makes more sense as rhis would fit in with my view that the American market (US & Latin) will give them their biggest bang for buck (lots of puns intended here).

If FUM do as I suspect then they could exceed £80ml+ per year within 3 years. Hopefully giving a (more realistic) SP around 400.

Finally, as mentioned, the vast majority of the market is held by only a small number of major pharmas. My view is that they will be 'watching' the progress of Eroxxon in the US in particular and, within 8-12 months I believe a buyout may appear.

Better still, I'm hoping the big pharmas are waiting for fda approval and will then look to pounce with a buyout while the SP is low.

It makes more sense.

Let's be realistic here too. All companies buy other competitor products so they can analyse as well as test them. They will already have obtained Eroxxon and tested it so they will have an idea from theirvown test results, not just trial reports etc.

With that in mind, once Eroxxon hits the US shelves, that's when we will 'potentially' see some very keen interest in the company.

As for me, I don't have more

Go to

https://www.proactiveinvestors.co.uk/LON:FUM/Futura-Medical-PLC

and click on "Watch Video" in left hand graphic. This si a <6 minute interview with FUM CEO. Within the video is a link to the full interview.

ProactiveInvestor site doesn't give any additional insight regarding that given in the FUM webcast.

Notable areas from both are:

1) There is no date/timescales or 'estimates' of the potential revenue or when they will be received; only that FUM expect to be revenue generating ahead of the FDA approval and extending their cash 'runway' beyond 2023 (though how far there is no indication).

2) Possible good point is that FUM have stated that 'expected revenue' for 2023 is 'CONSERVATIVE' which gives possibility of acheiving beyond expected revenue.

3) Webcast only referred to European Patent process while no clear indication of whether any non-Euro (ED) Patent processes where in progress or going to be started (I have sent a query to FUM to see if I can get clarification on non-ED Patent processes).
4) Expected FDA approval is still target of being within Q2'23. Webcast did give good impression that all FDA-related queries should now be fully addressed.

5) Webcast gave some good imperical data regarding the effectiveness of M3000 compared with other remedies.

6) Interestingly, the imperical data indicated that the effectiveness of M3000 increased between 4-26 weeks of use. This could mean that Users need to continue with its use for one or more months. However, within 4 weeks the ffectiveness does achieve just under a score of 5 (optimal score for any product indcating a clear, definitive benefit is 4).
So anyone on this board who has only tried the product a few times probably need to persist a bit more to see desired effect.

7) There was no indication in the Webcast etc of any potential timescales for how long it would take for M3000 to commence actaul sales from the point FDA approval is given. There was also no info of whether any talks or agreements were in place with US Distributors, or whether any would be in place to rapidly get the product into the US market.
I have sent a query to FUM to ask if there is any further details regarding US Distribution/marketing.

So the upshot is that FUM should be Cash positive within 2023 with potential for generating additonal revenue should their 'Very Conservative' (their words) revenue estimates are exceeded.

Potential further revenue will be available assuming FUM can have US distribution/marketing/sales capabilities in place rapidly.

Hence why I find it strange today that the SP took a bit of a drop given the results and webcast.... strange..........

But..... a good buying opportunity for me tomorrow once my £20k is transferred into my ISA.... whoop whoop

GLA LTI

Shame about the new loan agreement as it implies further SP dilution.

Its indicating that the BOD are effectively going to be issueing upto a further 13%+ of shares to issue to the loan investors.

Hence strange that SP is showing an initial jump.

I suspect people haven't read the RNSproperly and haven't therefore calculated the total volume of NEW shares to be issued to cover the £5Mil funding.

Oh well, it's going to be a waiting game, but at 7%spread its a poor buying opportunity.

Lets see where the SP sits next month.

So effectively giving us 2 shares for every 100 we own. Yet the class 2 share represents 99% of our share value while it has no rights (and likely no dividends etc).

So if class 2 shares cannot be traded on open market (will they be tradeable?), the BOD are effectively giving us 100th the value back in 'normal' shares.

What a SCAM!!!

TIME TO SELL and 'maybe' buy back in when this scam is over.

Jaffy: your response is clearly some form of self'congratulatory back slap for yourself.

My comment was to address the clear attempts by some to 'mask' the financial situation to mislead others.
No doubt you and others saw those and did nothing.

Additionally, those users where simply Trolling others users in an attempt to suppress further honest comments.

So I have every right to post what I want, especially when it is both the truth and smacks down trolls.

P.S. attacking someone's user name is clearly the lowest form of trolling.

Hence you're filtered... and I'll still be commenting as/when I see fit.

Consolidation provides ABSOLUETELY no benefit to investors.

It doesn't even benefit the company and actually costs them money.

The ONLY benefit is to try to increase the potential income from a subsequent Placing after consolidation.
I.e. placing 100 million shares at current SP gives little compared to consolidating at 1/100. Thereby pumping up the SP.

That's really the only reason to consolidate. The company has been utilisiing placings up to the point of creating bilkions of shares. All at investors expense.

So I don't see this consolidation proposal as anything but detrimental. Hence I'll be opposing it.

Its a shame because the company is heading into profit (in fact they would have except for deferred revenue).

So absolutely no need to consolidate. The SP will always reflect the market value... even when in profit.

Suedee5: writes "Personally, I don’t believe there will be a placing, when we receive the news we’re expecting, investors will jump on this, this...".

Such a statement clearly shows a fundamental LACK of financial knowledge regarding shares.

Truantt2b was absolutely correct when he posted ....
"GDR has a) no cash b) urgent need for financing c) desperately issuing RNS’ on roll outs which haven’t even started! d) a ridiculously high MCap".

In this regard it does NOT MATTER A JOT suedee2 whether investors jump onboard and aid in ramping the SP up.

The fact with any company is that they DON'T gain ANY financial input from people buying/selling shares. GDR will ONLY gain financially if there is either direct financial injection of cash by either GDR selling from their own stock of shares, or more likely from a placement of new shares.
.so the fact is that the BOD have made it ABUNDANTLY CLEAR in the RNS that they must get an injection of cash SOMEHOW in order to remain viable.

Hence the SP is tanking precisely because GDR is now in an clear, unstable position.

Either they go for a placement soon or they obtain financial support via another method. Either way, any cash injection comes with an impact on SP.

The only financial injection not having a negative impact on SP would be receipt of royalties, revenue or a financial donor who doesn't insist on increasing the allotted share base.

Any positive NICE news ONLY AFFECTS SP....NOT ACTUAL GDR FINANCIAL STATUS.

I suspect the GDR BOD don't have much choice here and a placing is the only way forward.

Dosanddonts: why don't you shut up instead of attacking anyone who doesn't agree with you.
You are becoming an obnoxious tyrant.

Personally I believe 'Art's comment about you was spot on.

P.S. I'm filtering you as you're not worth reading your comments anymore.

Go climb out of your pram and pick up your broken toys.

PDK: If you got my stock, well done. Looking at it impartially...... one of us will benefit from the sale/buy process :-) :-)

Hope you don't take this the wrong way..... but I hope it's me ha ha ha

P.S> It took me over 50 mins to redue my stock items. Kept getting no electronic quotes for so so so long on everything. If others have been suffering same issue sellling stuff, I hope it's not a sign of the MMs trying to mitigate any downtrend.

Time to reduce ptoential risk resulting from the ongoing banking issues.

Once again the bl oo dy banks have messed up and joe public has to suffer the consequences. Time they brought criminal charges against banking Directors AND introduce Independent Regulation. THe Bank ALWAYS get away with crying foul and keeping self-regulation too much.

So decided to sell off 2/3rds of all my portfolio shares to try to 'buffer' myself.

Many may view it as 'panic' selling but in my view it leaves me with 1/3rd shares in each stock should thte price begin to recover while giving me a substantial pot to buy back in if further declines happen over the next 2-3 weeks.

PLUS: I get to crystallise the £20K for putting into my ISA come April. Time to minimise how much Mr Hunt and the UK government take now that they hare going to reduce the CGT further down to £6K.... Yet another Tory sneak Taxation!!!

Time to reduce ptoential risk resulting from the ongoing banking issues.

Once again the bl oo dy banks have messed up and joe public has to suffer the consequences. Time they brought criminal charges against banking Directors AND introduce Independent Regulation. THe Bank ALWAYS get away with crying foul and keeping self-regulation too much.

So decided to sell off 2/3rds of all my portfolio shares to try to 'buffer' myself.

Many may view it as 'panic' selling but in my view it leaves me with 1/3rd shares in each stock should thte price begin to recover while giving me a substantial pot to buy back in if further declines happen over the next 2-3 weeks.

PLUS: I get to crystallise the £20K for putting into my ISA come April. Time to minimise how much Mr Hunt and the UK government take now that they hare going to reduce the CGT further down to £6K.... Yet another Tory sneak Taxation!!!