Member Info for Buffaloben

Oooo relax everyone the great messiah has proclaimed the 33s are safe.

Dtn/life wasting expert/tradey

Who or whatever you are and how many you are.

I honestly dont care if you shorted this at £4 and made a killing or if you have a fun punt at 41p or if you have 6 properties. But f**k me you need help. I would love to read a brief sypnosis of your life. What makes someone like this?

I hear you have an illness, if that is true then surely all the more reason to do something else with your time rather than relive the same arguement.

Rpg7

"too many characters with nanosecond attention spans who need instant gratification ."

Im sure that could mean anyone but for myself, I have traded since 2001. I am more than experinced with how markets over react or sell on the news, or no news in this case. I have only been in this 3 years but I class it more than a nano second. Excuse any blunt tones. I am sure we will have our day in the sun but I must say was hardly worth waking up for early this morning.

"Why put a negative spin on it?"

I think I have been balanced. If you read all my posts this morning. I am not going out of my way to see anything negative. Unlike the markets.

I found the RNS to be underwhelming. The only thing tangible is the 3.1m revenue and 20% of market share. The later was fed to us in the last RNS. The rest is just talking up what we already know.

I do like the talk on ensuring to build up supply lines. But surely this is more of tasking for Coopers/Haleon etc.

I remain largly optimistic in the medium term and no intention of selling.

"I'll leave this here... 57%"

Thats for UK and Belguim. Other than knowing we have a product that works and seems to be in demand. Not real indication of where this is going.

I am guessing different agreements with different distributors in different regions are going to dictate the gross margin.

Plenty potential here. But feel we are at the end of the begining with some time to go to see where the company really is at. With 2025 at USA launch, we are looking at 2026 before we see what the impact on profits is.

Plenty of positive intent thats for sure. Along with enthusiasm over being able to supply the ROW and USA.

I wont be around to listen to the investors presentation at 0900. Really appreciate anyone who can post some of the highlights.

I seen it as early 2025 for USA launch. Trying to find it again so I can post.

Not sure I like this statement.

The Directors believe that it remains appropriate to prepare the financial statements on a going concern basis. However, they also acknowledge that a material uncertainty exists that may cast significant doubt on the Group's ability to generate sufficient net revenues and resulting cash inflows and raise sufficient finance to meet its expected costs to discharge its liabilities in the normal course of business. The financial statements do not include any adjustments that would result from the basis of preparation being inappropriate.

The auditor's report includes reference to the material uncertainty relating to going concern. Further information in relation to going concern can be found in Note 2.2 of the Preliminary Results

Thats comforting.

Not bad considering we have many markets including the USA to open.

"Eroxon® initially launched in March 2023 and the Company delivered total revenue of £3.10 million in 2023 (2022: nil). Revenues were predominantly generated from Eroxon® sales and further details of revenue are provided in Note 5 to the consolidated financial statements."

So £3.1 million in revenue not including the upfront payment. Is that what everyone else is reading?

I was about to ask for these figures to be signposted.

The only performance indicator Ive read is 20% market share in the UK and Belgium. We still don’t know how many units sold and what cut we have of that. It’s been my reasoning why the SP is where it is.

Hoping doubts are put to bed as we get out of bed tomorrow.

Id like to know FUM's % cut per unit sold. Though wonder if this possible as may vary region by region and individual contracts with distributors.

One thing is we deserve to know profits by country that has been selling it for months now.

Come on SCB.

The daily panic, youre better than that!! Haha.

"They have been proven to break Chinese labour law, fact."

Impressive, how bad do you have to be to break Chinese Labour laws?!?

Thanks KD.

I take it thats only listing the European Countries. As South Korea and UAE are stocking?

Did somebody say they were able to buy Erexon off the shelf in Spain.

I might have missed an RNS ref a launch in Spain. If there wasnt one, looks like they are holding back on positive news for whatever reason.

I dont believe there any significant short positions.

"It would have been lovely if Boohoo had been making fully accurate claims in the first instance, in a way that avoided a market regulator investigating and compelling Boohoo and two other companies into ceasing said practices. As I've always said: I just wish that Boohoo would fly straight. It is absolutely clear that this is a settlement. A signed agreement between regulator and the regulated which, if adhered to, will avert (or mitigate if you like) the need for the CMA to take additional action such as issuing fines or pursuing prosecution. A last chance warning, if ever there was one.

Exposed for ouright lying yet again, Tradey and Spunk. Next you'll be claiming that the CMA isn't a regulator, and that you are actually the law. I bet the moderators are in for a super hard time from you this morning, under fire to make this thread disappear."

I dont think anything BOO will do will meet your expectations. I understand you are no longer invested financially. Why care? Why care so much at 0326 in the morning to write war and peace?

Well if we have some ok results and optimism about the future this news might make some ii's more comfortable with a fun punt.

If you have an average of lets say 40.92 ish I expect you are chuffed with todays little rise. Smiley face.

"Plus Shein will lose market share following extended long lead times,"

You can throw TEMU into that. Ive never ordered from either. My daughter spends money at SHEIN, but she is 12 and its just crap that doesnt need to last. Annoys me really as its just landfill. The TEMU hauls on youtube are hilarious. Utter garbage.

And ASC up nearly 10%.

Long way to go but to be honest sometime ago with the world pricing in for collapse all I wanted was for BOO not to go bust. I think we are safe from that. Its all about if it will shine. Might be well into the summer before we see any meaningful uplift in sales, on the back of min wage going up along with drops on NI to filter through. Interest rates dropping will add to confidence.