Sapan Gai, CCO at Sovereign Metals, discusses their superior graphite test results. Watch the video here.
There is a serious contradiction which you might regret revealing Liambooth.
Why would anyone with the rigour and attention to detail in their research that you've done your best to display over the past 2 weeks (ie referencing all your points with links, quoting long forgotten text, etc), which, in your eyes, clearly show an abysmal track record of partnership deals, be a long only investor in Futura? That would be the worst possible position to take here going by your own words.
Loads of previous deals = no Royalties for Futura
But i'm long...
Come on now. Time to start using a new pseudonym i think ;)
It's as clear as day. Anyone with 2 brain cells to rub together can see it just by lookinng at his profile:
https://www.lse.co.uk/profiles/liambooth/
Member since 29th Mar 2021
And because I can't recall seeing you reply to any of the countless previous questions posed to you, we'll just have to speculate as to what your honest answers might be.
Here's a totally wild and unfounded guess as to what they might be:
1. I do but it would jeopardise my carefully constructed and choregraphed argument to undermine the share price prior to the Class 2B approved medical device certificate being officially granted in the coming weeks.
2. I'm telling you there are no gains to be made in this share whatsoever.*
*Until such a time where I've enabled my shareholding party the greatest number of shares to be bought at the lowest possible price after which there will be totally mahoosive gains to be made.
I'm more than happy to be corrected on the above.
If that is the case re: the failure of CSD500 simply due to poor marketing, could we see the condom product relaunched on the back of the sales of MED3k and the brand awareness that will come with it? I hope that the FUM board understand fully the potential power of brand and have some top notch marketeers, brand managers, and CX designers on board.
And:
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Taking these ludicrous assumtions further...
The cost of a Viagra pill is roughly around the $5 mark.
I'm going to make a wild estimate and say the gel is sold at say $1.5 per single use tube.
Revenues, like for like usage, would be around a quarter that of Viagra which might suggest $400m total revenue in the first year. Of which FUM might expect to receive $200m after licensing etc
$200m earnings would equate to... £10 per share.
Price 10
Shares 300,000,000
Earnings 200,000,000
Diluted EPS 0.666666666666667
P/E 15
MKCAP £3,000,000,000
Madness. Someone tell me I've got this totally wrong!!!
*Pfizer P/E = 16
**300m shares to account for options etc
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I posted some amateur sums a few weeks ago. I think 20% would be extrememly conservative considering the China deal...
My sums:
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Just running a quick amatuer comparison with Pfizer. I must be making some errors. These numbers are crazy.
Pfizer
MkCAP = $198bn
Earnings (profit) = $11.71bn
17:1
FUM
MkCAP = $10.5bn
Earnings (profit) = $600m
17:1
$600m is only a third to a quarter of the global Viagra market. The market for this gel is way bigger than that right?
Remember, in 1998 Viagra became the fastest selling drug in history.
Within three months of its launch, Viagra had already earned Pfizer $400m, and over the past two decades, it has consistently generated annual sales to the tune of around $1.8bn.
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Of course it's entirely up to you what you do but I'm just going to hold for the long term. I wouldn't be surprised if we see some solid dividends within the next 5 years. If you got in cheap, and bought a good number, you could be hansomely rewarded.
*Please note, I have no idea if a dividend will be paid. Just my gut feeling from being in and following ITX these past few years.
These ones perhaps...
https://www.acteraingredients.com/?s=itacon
Thanks Liambooth for all your informative posts. Genuinely interesting, albeit perhaps just a tad one-sided.
To save you the time and trouble in posting anymore, please tell, what exactly should shareholders do with their FUM shares? And, perhaps more to the point, what difference would that make to you?
Look...so far, this product looks like its about to be approved for the EU market.
When this product goes to market in the EU, and starts selling, there will be deals in other countries. For sure, some countries will be tougher to deal with than others but if there's money to be made, there will be potential partners looking to capitalise. If China and India are very difficult countries to deal with, then that suits a partnership model. Let the local experts do that work.
There's a lot of really good content on the LSE board. There's also outlandish predictions and some creative problem imagining. Let's not loose the big picture here. If, this time next year, MED3000 is on the shelves only within the EU, Futura will almost certainly be making a profit, and perhaps a very significant profit at that.
At this point there is no bad news. I really don't see the need to be inventing problems.
https://www.google.co.uk/maps/search/Karanja+port/@18.8503294,72.9671492,750m/data=!3m1!1e3?hl=en
This from the article...
James Barder, CEO of Futura, described this regulatory development as a ‘breakthrough’ and said: “This is a huge milestone for Futura in the development of MED3000, and will represent a significant commercial opportunity.”
Futura Medical estimates this product could be worth as much as $5.6bn.
Exactly... A fair amount of todays price movement is to do with general market movement. Almost all markets are down. AIM, FTSEs, Europe, NY, Asia etc
There's a lot of uncertainty with increasing COVID accross Europe and beyond, impending standoff between the UK and Europe in trade deals due to vaccine exports, and maybe even a little to do with up to a 3rd of global shipping trade parked up waiting for the Suez to open up again.
*That last one is 99% joke
A fair amount of todays price movement is to do with general market movement. Almost all markets are down. AIM, FTSEs, Europe, NY, Asia etc
There's a lot of uncertainty with increasing COVID accross Europe and beyond, impending standoff between the UK and Europe in trade deals due to vaccine exports, and maybe even a little to do with up to a 3rd of global shipping trade parked up waiting for the Suez to open up again.
*That last one is 99% joke
A fair amount of todays price movement is to do with general market movement. Almost all markets are down. AIM, FTSEs, Europe, NY, Asia etc
There's a lot of uncertainty with increasing COVID accross Europe and beyond, impending standoff between the UK and Europe in trade deals due to vaccine exports, and maybe even a little to do with up to a 3rd of global shipping trade parked up waiting for the Suez to open up again.
*That last one is 99% joke
A fair amount of todays price movement is to do with general market movement. Almost all markets are down. AIM, FTSEs, Europe, NY, Asia etc
There's a lot of uncertainty with increasing COVID accross Europe and beyond, impending standoff between the UK and Europe in trade deals due to vaccine exports, and maybe even a little to do with up to a 3rd of global shipping trade parked up waiting for the Suez to open up again.
*That last one is 99% joke
Reading these boards, I can imagine how easy it would be for some to get drawn into the day trader mentality. That is buying and selling without an understanding of the potential long term gains.
Now, I could be wrong, but this share feels like Fevertree back in the early days. This is a niche consumer product which has the potential to become a real global brand with a premium edge. Just take a look at the rewards for Fevertrees long terms holders. I dread to think how many day traders are kicking themselves for selling out of FEVR in July 2015 after making big gains... It did a 10x from those "highs" in just three years.
Ignore the bumps and hold.
On Friday past (19th) all the fundamentals for FUM changed. Before that date, there was basically just 20 odd years of product development. With the CE mark, this stock is now in uncharted territory; you can't compare its past performance to its future. Chalk and Cheese.