Member Info for JamestheBard

When Haleon stock the new 8 pack into stores it will have double the revenue impact for FUM of the original launch stock up volumes. That's the equivalent of all the existing stock in physical shops selling out twice.

Will help FUM 2025 revenue and Haleon 2025 milestone payment nicely.

Coopers identified immediately that the number of reviews overall was far too high for any product, avery suspicious and unusual pattern.

Amazon, for example, are now responsible for fake online reviews and can be fined up to 10% of global turnover.

Whilst a lot of reviews are genuine some are clearly not, they have been identified. Online retailers must now satisfy themselves that they represent genuine reviews from genuine users.

There will be a significant tightening in the monitoring of online reviews due to it's abuse.

Sell 5,000,000 boxes worldwide , 2,000,000 it won't work for. Say 10,000 negative reviews is. 0.5%. 0.5% of those it doesn't work for leave a negative review.

Haleon real world experience shows consumer demand for larger pack sizes.

Haleon just introducing an 8 pack value pack. Provides slightly better price per tube and once on shelves a larger area of visibility, especially alongside the 4 box.

Each pack going into a store on a shelf is also double the sales volume for initial stocking up purposes. A quick boost to 2025 sales maybe. Product is on Amazon.com already.

Greater than 60% efficacy. 2 trials.

Additionally 4 FOUR independent in-house trials by commercial partners that fully supported the efficacy found in the original trials.

With the millions and millions of packets sold worldwide the number of users leaving reviews is a very small percentage. The number leaving negative reviews even smaller and the number of actual complaints almost non existent.

Reviews overseas are more positive.

Eroxon is for sale in 2500 physical stores in UK and Amazon UK, get it delivered with your weekly grocery shop.

Lombard won't relinquish at a usual 15p ish bid starting price, which is where the market has FUM priced right now . 10p plus T/O premium.

Lombard would negotiate an exit price for their stake, they won't accept 15p. But it is in their interests to agree an exit if Haleon play hardball. Haleon do have some degree of influence on Eroxon success/ speed of putting Intense on shelves. Map a future if Haleon go slow, so Lombard have cards but not all of them.

Warning bells are ringing that Lombard will decide a price and that will be it.

Hopefully not and we all benefit from the future not just Haleon.

FUM noted as potentially safe haven as Eroxon is manufactured in US.

FUM 18 months time with full year of Eroxon sales in US and Eroxon Intense stocking in sales to all worldwide stores looks very strong.

Haleon opening offer right now is likely the 3 month average share price plus 40% T/O premium.

Lombard won't relinquish at that level but will likely take an exit.

Been in FUM a decade, I have protected my position from a cheap takeout as it has looked increasingly likely with each new turn of events recently.

If I'm right or wrong trying to raise awareness of LTHs potentially not having time to see their holdings recover?

Haleon won't buy in the market, it would be a done deal announcement.

I'm not advocating a T/O I'm warning.

Https://www.proactiveinvestors.co.uk/companies/news/1064324/futura-medical-head-of-r-d-details-progress-on-wsd4000-for-women-1064324.html

https://*********************/media/futura-medical-head-of-r-d-details-progress-on-wsd4000-for-women/id/23376

how to value this product in the hands of haleon if the buy fum now and have their own team bring it to market with no further involvement from fum bod.

Should Haleon strike now they remove the potential for Intense and WSD4000 but it needs to be reflected.

Present share price is a drag on offer price plus T/O premium.

There are benefits to them and immediate cashflow returns and cost savings. Additionally cost savings against future licensing products and capturing all unlicensed regions. Unfettered control of future trials and product development and no need to deal with FUM board going forward.

Should they want the benefits they do need to dislodge Lombard though. Everything is about dislodging Lombard from their Stake.

Factor in £6m cash, without Lombards assistance 25/ 30p.

With Lombard negotiating perhaps 35/40p.

It's a good time for Haleon to strike, if they wait for new products and sales to improve in US then they will have to pay much more.

These estimates move north if FUM share price improves.

BOD caused share price drop by forecasting and withdrawing within weeks. Should all of the board buy stock the share price would rise strongly.

Lombard will be concerned so is positive they have stepped in. Haleon didn't stock up physical stores until into January! and BOD were forecasting.

Navamedic are expanding into the Baltics, Denmark next. Coopers tie up with Pharmagen to distribute their products throught the entire Eastern Europe Region.

Haleon are just beginning, it's a Brand for them, not a product. So they need USD 100M wholesale. They have been doing celebrity marketing. Recruited a new Brand Manager.

Board seat can advised on any new licensing deals and stategy for new products. Intense is due in a matter of months.

Cash is £6M and burn is being used towards TWO new products.

It is also possibly Haleon will just use this weakness to purchase FUM and Lombard are lead advisors. This would be a logical move for Haleon and has already been touted to them.

FUM is FAR from dead, there is plenty to advise on here and help steer good decisions and so a good share price.

Https://x.com/bertmonro/status/1843227779086848002

I keep assuming when I emphasise that Sengal exists and that the Geologist are excited that all Cora holders know why I do so. An excited geologist, what does it take? Well in case you missed it, here is the link.

Now if Mali extra zones are drilled it is being talked about as Eleohant. Senegal? Anybody hear elephant already?

Looking into Toubani, Mali do want partnerships going forward. They get 10 % shareholding free and want to invest 20% into the projects to fair share the returns. Additionally, local investors are to have 5 %. So part of these options and raises will likely show local investor percentages being satisfied. Additionally Mali Government may not be keen for CORA key shareholders to inject the capital part of the mine financing. This part may now be largely injected by Mali government and with the £70M finance funding the construction. Hence key stakeholders finding a way to increase their stakes as events may move quickly. They need to leave room for Mali to inject capital, which is likely to replace some of theirs. So with local staff, manager, geologists etc.

This partnership approach certainly seems to have them accelerating the process.

Check Toubani Gold. Already Reached agreement to move their mine forward!!!!! New licenses under 2023 code.

FUM this month.

https://www.haleon.com/investors/capital-markets-day

Link to register for Capital markets day. Lisa Paley will present, President North America, former Pfizer President North America (Viagra marketing knowledge)

Lombard have a board seat now, share price a higher priority going forward.

Haleon quarterly figures due end of April early May.

News of Coopers rollout via Magnapharm collaboration throughout Eastern Europe.

Cash through to mid 2026 despite costs for R&D 2 new products. Profit without these costs in 2025?

New board member with strong interest in raising shareholder returns and share price in decision making.

If discussing a takeover BOD need to make a recommendation to shareholders for an acceptance price. BUT realistically Lombard stake is the key piece. So in reality Lombard need to agree beforehand any price BOD would recommend. A sensible move would be to have all parties at the same table.

Haleon have funds for M&A where it would lead to their revenue growth and Eroxon is a key part of their growth stategy USD100M target.

For Haleon to be so significantly investing in developing Eroxon as a new brand, it is highly likely they will want full control.

New CFO?

Focus on Improving share price

Obtaining positive Eroxon reviews from our repeat purchasers

Haleon have approached for initial interest in acquiring our stake.

Lombard to be represented on the board in T/O discussions with Haleon?. Their stake is essential so BOD/Haleon cannot agree anything without them agreeing.

I'm fully topped up and can return to this board.