Member Info for Ironman22

You could have bought some this morning through primary bid.

Looks like the government are going with Roche listening to the news this morning.

Nice article in the Sunday Times this morning.

It's ok because the patient get to benefit from the impatient.
"The stock market is a device for transferring money from the impatient to the patient"

What a disgrace. So now they've sold their manufacturing facility for the princely sum of 300k and are quite clearly trying to jump on the Covid 19 bandwagon by mentioning it in the RNS. Smacks of desperation. This company is toast. IMHO.

I sincerely hope this is not the presentation next week. Apart from a couple of new pages on the quarantine clinic patients and the cost cutting it looks identical to the one back in March. Doesn't inspire me with confidence that there is going to be anything significantly new to report.

and he has delivered one in March so he's got the whole of April to deliver another one.

I see mylotus is now for sale on Dr Fertility, not sure if that's just come about since Penelope has been in charge but still it's another outlet.

Talking to Adam Reynolds they're not going down the marketing route. Sounds like they'll be using Penny and Lyn's expertise and connections to get the product into similar places as Yourgene. Hospitals & Clinics. America & Asia were mentioned.

Personally I think it's a very positive move. I think that although Matthew certainly moved the product forward and did negotiate some good agreements I think the board didn't feel he had quite enough about him to really drive the product forward and create a powerful brand . At the end of the day all the development has been done, it's been proved it works it just needs aggressively marketing to start generating some real sales. Penny's credentials suggest she has the skills and experience to do this and really release mylotus's potential and I think the board have signalled their intention by appointing her.

It certainly sounds like she has the creds. Let's see if she can walk the walk.

The way I see it the increasing pregnancies are a great positive but there is still a lot that can go wrong with a pregnancy even for a woman who hasn't had trouble conceiving. We have to remember that the kinds of women who are going to be buying and using mylotus are women who have had trouble conceiving in the first place and where the chances of something going wrong with a pregnancy is even greater. So i think that when women who are potential users of mylotus know for sure that it is possible to conceive and actually have a baby using it then it will give them the greatest confidence in the product.

The news was the first birth, coupled with people's realisation that this product really does work and I think people are starting to wake up to its potential. Knowing that Clear blue was sold for 116 million and that personally I think mylotus is a much more technically advanced product it is potentially worth a lot more than that in the not too distant future.

Todays announcement is a huge milestone. I think we all knew that the product worked, knowing that 28 women or so have actually got pregnant from using the product so far but i think that an actual birth is the ultimate validation of the product and massively de-risks the company. As more and more births are announced and the word spreads as it will with increasing pace more and more women who are finding it difficult to get pregnant will also know for sure it works and I think this will really start to take off.

I sincerely hope that Matthew did not state that the first births will be starting in the next couple of months because he stated specifically that the first births are due in October in the last RNS.

What does Peter Dines know that we don't?
Answer - a lot.
I'm sure he also has a lot more long term vision than most people here seem to have. It seems people were expecting huge sales figures and a profit in the bank already. I think people need to reset there expectations of a company essentially starting from scratch again after the shambles left by Mr Henau. Then you have people commenting that Matthew doesn't know sales!! What you mean apart from an agreement with a global pharmacy group in WBA which has given the my lotus product a fantastic foothold in the UK market and which will allow Matthew to move the product seamlessly into Europe and most likely America aswell and open up the product to a huge market, because from the talk in the latest RNS their is no doubt in my mind that this move will have all been pre-organised when the deal with boots was agreed and i'm confident that a European sales agreement will be announced in the not too distant future. Additionally getting an agreement with one of the most prominent fertility clinics in the UK which will pave the way for agreements with other such fertility clinics was a very shrewd move aswell, so im not really sure i can agree that Matthew doesnt know sales. This product is brand new its quite obvious that it will take time to build brand and company awareness unless your advertising on a regular basis on mainstream media, TV, national newspapers etc etc all of which would cost millions of pounds, money which Concepta simply doesn't have. This will take a bit of time to get going but from where im standing Matthew is doing exactly what he has promised and their is only one way that sales are going to go from here and the current share price presents a fantastic buying opportunity.

I suspect Matthew is waiting until he can announce the first live birth which i believe is imminent, within the next few weeks. I think people need to reset there expectations. Sales don't build up huge volumes overnight, it will take time but they will come once they get the product into fertility clinics and Alliance in europe. The company dont have huge funds to spend on marketing or personnel so at present it is only Matthew who is chasing the B2B agreements and again these take time to finalise and start rolling.

Yes not really a surprise as more and more retailers look to streamline their businesses and move more towards online retail. This changes nothing for me, if anything I see it as a positive that WBA recognise that some stores need to close and are looking to increase their profits which can only be a good thing in the long run. I see the drop as a good buying opportunity.

If you feel so uncomfortable the best thing to do is sell up and move on.

I agree people need to be aware of it but they will be marketing it more themselves and with Boots also assisting with the marketing I think it should take off fairly quickly.