Member Info for Cranleigh

Indeed, albeit I make it almost 300 new stores (Lloyds 100 & McCabes over 30 in Ireland, Fenwick up to 10 in UK, Clicks 116 in South Africa, and hopefully Shaka 40 in Italy). The listing with Fenwicks suggests to me that the exclusivity deal with Superdrug in the UK is channel-specific. I wonder whether we could already be getting into UK Supermarkets, for instance..... Within pharmacy, when that exclusivity expires it looks to me like we will have entrée to and demand from Boots (2,500 UK stores, already selling Skinny Tan in at least 35 of their 65 Irish stores) and Lloyds (over 1,800 UK stores). Onward and upward, IDP!

Great RNS. With Skinny Tan "performing exceptionally well" in Boots Ireland , how long before it can join the shelves of Boots (and others) in the UK?! From LinkedIn, Amy Newman's experience looks perfect for our UK/Ireland opportunities. Started as a buyer for Boots, then for Superdrug. And with Reckitt Benckiser has been Senior Category Development Manager for Boots and Superdrug, and at the same time Senior National Account Manager for Tesco. So not only highly relevant experience in buying for and selling to the big pharmacy chains, but also in selling to a major supermarket group. Exciting times ahead!

I agree. Happy to have been able to add some this morning at these prices!

Thanks Wahlberg - sorry that my "discovery" has proven to be a damp squib. Strange that some businesses don't update their websites...

Boots UK methinks. Look for instance at the delivery / collection details - "2300 stores nationwide".

It shows as out of stock, and with no price, but at least one Skinny Tan product is listed by Boots online - complete with product description, benefits, application instructions and ingredients. I recall ino mention of this in the Boots Ireland announcement, and it is news to me - were others aware? http://www.boots.com/skinny-tan-express-mousse-150ml-10233500

I think you spotted my £22K add this morning, Wahlberg! Confident we'll be well North of here with further positive news...

I yesterday changed my precautionary limit sell order from £10 to £20. If one or more bright multinationals want to bid for us before we get expensive, I don't want to find my shares disappear in the rush! At today's price, we are still dead cheap IMHO, especially in light of the very positive RNS this morning. Well done Haris and colleagues!

Well done, you guys. I took the plunge yesterday morning so increased my holding here by 75% at £3.60. My comfort and expectation is that, in the grand scheme of things and in the longer term, the odd 20p or even £1 per share will make no real difference.

Me too, DogHouser. I thought I had noticed that following previous RNSs the price had fallen back, so sold out on 25 May at 2.78 and set up a buy order at 2.25..... only to buy back this morning at 3.11. Doh! Gave up c.800 shares to Mr Market. No more trading this for me - in for the long term. However long that may be - some big company is going to snap this up at some point IMHO, and in the interview today with our CEO he makes a point of the huge multiples achieved by comparable trade sales.

Well found, Burningspear. Clear from that that Boots approached them (!) about SkinnyTan, and that Ireland is only the start - Boots UK to be added when Superdrug exclusivity ends (sounds like soon) and Boots in other territories too. A compelling story on direct consumer sales and marketing via social media. Strong expected in their cosmetics and other lines. Plus plenty of hints on potential exit at some point by trade sale to a major multinational on a high multiple. What's not to like?!

That's what I meant. Though not sure Ireland is a fair test - little natural tanning available there in their "liquid sunshine"!

Boots Ireland today - Boots UK to follow??

I have increased my investment here. I am attracted by the good rental occupancy rates and yields, and as they add more capacity the overheads hardly need to increase at all. So as I see it, good profit growth prospects....PLUS likely increasing capital value of the property value. The only negative Insee is low liquidity for shareholders, albeit with an increasing capital base to fund portfolio growth that should diminish. A "hold" for me.