Member Info for muzmanoz

The EUS revenue margin at least halved from H1 to H2. If that continues you have to double EUS to stand still. Maybe they are moving to focus more on data. But I'd want more info on revenue margin than they provide.

Inventory increased by £1.5m as they launch Nuthing and gear up for tanning season and skinny tan in all Boots stores and 700 tesco stores. Marketing to promote Nuthing and further promotion of skinny tan in boots. All geared up for H2 where they are already 17% ahead of last year. They seem well placed if they have a good H2.

Yes STT. Tremor guarantee to buy £30m of advertising space from News Corp over 3 years. In exchange they get "exclusive rights to sell outstream video ads across News Corp’s titles". If Unruly's revenue for one year was £43.5m and its main client was News Corp then that seems fine to me. Plus News Corp are contributing cash towards the integration costs of Unruly.

If News Corp wanted to "desperately" get rid of unruly I can think of better ways than accepting shares in Tremor, agreeing to lock them in for 18 months and taking a seat on the board of Tremor. Just maybe they see a future in Tremor.

Schroders added. Haven't looked at Tosca.

Broker note out retaining 200p target price without factoring in new product launch.

Attributes the £1.1m revenue increase to skinny tan 0.9m, C&L at 0.1m and life sciences (prolong) at 0.1m. Roots was slightly down.

Brokers note on forecast changes

Group revenue is expected to grow >40% to at least £9.3m. Payment Platform revenue
and Data Monetisation both saw growth in the year and are expected to deliver at least
£7.1m and £2.2m respectively.
This is a £2.5m cut to our £11.8m forecast, primarily due to the CDP licence now expected
to be signed in early 2020. Platform EUS also grew slightly less than forecast, while the
revenue conversion rate slipped slightly more than hoped.
The overall impact is that Bango Platform revenues are expected to be £1.1m lower than
originally forecast and Data revenues £1.4m lower without the licences. These should
close next year, but prudence suggests the £1.0m of licence fee expected in that year
might also slip to the right. The lower EUS base will also have a knock-on effect on
Platform revenue in FY 2020. The double-digit group YOY revenue growth remains
extremely impressive.

I'm a shareholder. They were selling skinny tan body glow in B&m Altrincham. The Boots next door had no skinny tan on sale.

This needs a good trading update as soon as possible. I couldn't find skinny tan in my local boots, which is a large store, but B&M next door were selling some.

Good news still getting sold into.

Is "online store session" the best metric to use? I assume its because it saw the greatest increase. What turnover increase did this lead to.

Another buy from Joe Bayer. I like that he is buying at these prices. Non exec managed to buy at 47.5p when HC was selling. Not sure many managed to buy at that price.

I feel a mixture of Greg and Shandy's comments. He did buy skinny tan for £50k and turn it into a great success. Those shares he just sold at an average of 52p were worth over 400p each at one stage and that's got to hurt. It was the RNS-R announcement on prolong approval (which was surely already approved) then HC dumping shares at the same time that was the worst for me. Pure pump and dump. Hopefully things will move forward. I'd prefer it if he'd given up his shares in exchange for taking enbright, the hair helmet and any of the other weird products.

provide a link to the article

You'd prefer that they kept unprofitable or loss making divisions or subsidiaries going?

Still feeling sour Greg. Let it go and move on. At least you haven;t changed your name on this site to troll the board.

Tardis, the Lomard Odier short was still showing last week too.

From memory the directors lock in period from the IPO ended yesterday/today. Will be interesting to see if there is any movement. Given current trend I wouldn't expect any sells but Barry Franks did gift shares to his family.

I'm interested to see what happens to Protect and Glow their new sun factor 30/50 sun cream and gradual tanner. Only available online through skinny tan at the moment but I wonder if it will end up in Boots or Superdrug. It seems to be getting a good reception.

Out of interest how do you know what the initial boots order for skinnytan is? Finncap said in their note yesterday that they don't have any visibility on the order size yet.

It does seem odd that there have been place holding cards for skinny tan in boots stores since early Feb but its not going on sale until mid march. How much is that costing IDP.

Strategy presentation document is available.

https://bangoinvestor.com/wp-content/uploads/2019/01/Bango-Strategy-Day-January-2019.pdf