Member Info for horsetrader2

Better than 2 🤪

Nice one.

I have picked up 400k in the last week or so,

They have all shown as sells and the share price has remained sticky.

All the time that all of the divisions are showing growth, I am very comfortable with my holding and eventually I am sure the dam will burst.

The founder comes across extremely well and the presentation was also good.

It will be interesting to see how much extra business this generates.

We can safely assume that this show has already proved useful for the company, hence they are using it to promote Boop.

Facebook users gone from almost nothing to a thousand in a very short space .

So far, so good .

youtube.com/watch?v=D8BXgivCkWg

Thanks for those calculations.

I wouldn’t disagree with any of your figure's .

I suppose the art of being a successful investor , is to spot these things before anyone else takes notice.

Great to see that all the Facebook metrics for each division and theor followers show very good growth.

Boop, from a standing start is gaining exponentially and has gone from a standing start to around nine hundred followers in just a few weeks and is growing rapidly day by day.

Also interesting to note that Nutricircles Friday drops of Jerky sold out almost immediately .

There is definitely a momentum of sales building in at least three of the divisions.

I would have thought the cost synergies will start paying off during this busy quarter.

Complete lack of interest from investors at the moment provides a good buying opportunity imo.

From Trustpilot at the weekend.

We’re in the fortunate position of being victims of our own success, and a little patience and understanding during a surge in orders would have been appreciated

What we’ve said is true—we are busy, and we’ve experienced a huge surge in orders. As a result, we’ve fallen slightly behind our usual, faster-than-advertised delivery times. We’re working hard to clear the backlog and ensure this doesn’t happen again. We’re recruiting new staff, providing training, and our team is working overtime to catch up and improve our service.

Gallmat, although I found the investor meeting very interesting, I will admit to also having concerns regarding DD.

I got the impression that their customer acquisition cost was proving to be much higher than the other parts of the business.

It has crossed my mind that the name "Discount Dragon ", might be automatically excluding a large section of society, thus making it harder to acquire customers.

I very much doubt that a large percentage of people who who regularly shop at Waitrose or Marks and Spencers would be seen dead having a DD box arrive .

To me the name shouts the demographics of the majority of customers and possibly holds the company back from getting sufficient new interest. (i.e I am stingy or hard up so therefore need to shop there)

The names Nutricircle and Boop beauty are far more customer neutral.

Maybe a re brand is needed if Christmas fails to pull in the punters. :)

Was an interesting watch.

All very positive.

Thanks for that.

A bit sneaky of them not to mention on the RNS that they have already invested into the new warehouse which will now be opening three months ahead of schedule in mid Oct. (i.e it and its equipment must be paid for and almost up and ready to go )

Has that somewhat distorted the profitability figures and presented a good buying opportunity ?

Great to see the growth in customer numbers and sales and well done to Nutricircle .

However, I’m not convinced that this was a decent trading update.

They have got through 1.3 million in cash since the last update and can’t keep spending indefinitely.

Can DD not turn a profit with those huge margins that Martin H talked about ?

A question to ask at tonight’s meeting .for Martin HIgginson

From the July update you said

“We believe these investments will continue to deliver results and move the operating divisions into monthly profitability by the end of the year..”

Do you still expect this scenario to be forthcoming ?

Nice solid growth, although it seems investors seem more interested in fake oil and mining companies who produce nothing but hot air.

Will probably drop today .

After a very quiet trading spell, it looks like the run up to results is generating some interest.

I cant make head or tail of the trades though as they bear no resemblance to the prices I have been quoted in the last few days.

The bottom line is that sales will surely show growth, so its a very strange for anyone to consider selling on this stage of the journey.

It seems that today’s tv advertising is working well, and I guess sales figures will be pretty decent next week.

Boop is going to be a slow burner and take a while to contribute anything of note

From DD

Thank you for reaching out. Our website is indeed working perfectly fine, but due to high demand, there may be a queuing system in place at times. We are currently taking plenty of orders without issue.

Please feel free to let us know if you have any further questions or concerns, and we’ll be happy to assist.

Excellent new web site, must have taken a lot of very hard work.

Interesting to see how and when they promote it .

One more trading day until the relaunch of. Boop beauty .

It will be interesting to see what the new web site has to offer..

No doubt it will create a ripple of interest.

That’s quite helpful as I placed an order just under a month ago and the numbers equate to about 7000 orders in a month.

Assuming the average purchase is still £35 , they have gone from £100k per month to £245k in a very short space of time..

That’s quite a significant increase and if Boop can perform in a similar fashion , then there are some fun times ahead.

Having read Nutricircles FB post last night, it would be safe to assume that sales have almost doubled in the month since the re-branding. (£100k up to £200K )

They picked up an extra 2000 customers in the month (ave spend has been around £35, so possibly an extra £70k)

Plus, they also had massive sales of the Biltong and Jerk products , which led to a considerable delay in processing orders as they were overwhelmed.

They have stated that it was their best month by a considerable amount .

I don't see any reason why this strong growth shouldn't continue.

We already know that DD is doing well and with Christmas looming, hopefully the VR stuff will do well and add to the pot .

The updated Boop beauty will be launched next week (The business model has already shown that there are good levels of interest in discounted branded stock, so hopefully that will be equally successful ) and it wouldn't be any surprise if they published a very positive trading update around the time of the launch.

Investors are wary of companies that are not making a profit hence the current lack of interest in the share.

I think this one will start generating lots of interest quite soon , and its a great time to buy imo.

Thanks for that.

They seem to have gone very quiet on their marketing. (And everything else )

Perhaps they are pausing expenditure to see how it affect's their margins.

Hopefully the relaunching of Boop ten days from now will liven things up.

It seems that the launch which was supposed to be on 1st Sept has now been put back to the 12th.

Anyone got any recent sales numbers for DD ??

I would expect that Lets Explore starts to wake up in the lead up to Christmas.

Hi Gdog

Its been w hile.

Surely you are not still invested in that lot ?

The in laws sold up , so we don't go down there any more.