Member Info for shandypants2

good point franco - and of course supermarkets and pharmacies will be open regardless. It is possible that if this could be controlled in next 6 or so weeks and May and June allow people out as normal with next to no foreign travel/holidays some will use fake tan instead. It could actually boost ST sales.

Fran that's a worst case scenario. Italy has had c3k and their health minister has said it's the tip of the iceberg.

Most of London already has it - so let's see how the next few weeks/months pan out.

agreed Hero, Dynamo has suddenly appeared and is talking rubbish without knowing the company.

Yes IDP will be impacted - all companies are but we are not a travel, entertainment or pub/restaurant company.

In terms of Skinny Tan, our biggest seller by a mile, H2 is our big period.

Most revenue is in the last few months of the year (Apr to June) as the weather improves and people go on holiday. BUT early in H2 in preparation of this IDP make big deliveries to retail partners. These have already been made - Boots had a full range of ST products by end of Jan. With 2,100 stores this will be a 7 figure invoice. Additionally there will be big orders from SD (for both ST and new brand NUTHING) and also Tesco's first order of ST in over 700 stores.

These will bring in big revenues (c£2 to £3m in total) and have already been fulfilled. Depending on payment terms this money will be dropping in the next moth or so.

Clearly if the lockdown continues for say 3 months then non essentials will suffer - clothes, makeup, skincare etc, but if say we can break the back of this in the next 4 to 6 weeks then maybe things can return to some normality.

Not having any debt is a massive positive for any small company and IDP has none.

The Directors know the situation better than anyone and they are buying . They are both on very modest salaries - think KC got £56k last year.

i knew they needed money - after the couple of positive RNSs in early 2020 i presume this would be happening in the background. It appears not.
Have only 2 more months of money is a joke

thanks for the clarification Giles

you are so wrong ajb. Borders still open and flights still going to/from Spain and Italy after closed theirs - we had 3,000 Madrid fans in Liverpool last Wednesday!!! 60k a day at Cheltenham too
Figures are low only because people are not being tested.

In Manchester and London last week and nobody taking ANY precautions and no hand sanitiser anywhere. Pubs still packed.
NHS are already at breaking point - 4k intensive care beds - yes but standard occupancy is 80% so only 800 free.

Or if Corona lasts throughout the summer, peak restaurant period, this could damage DISH indefinitely

No inside info - he said hopefully 1 contract a month. I pointed out we were in the last week of Feb so would we get a Feb one. He said that might be delayed slightly into early March (it was - announced a week or so ago).
So then i asked if we would we then get 2 in March, he said hopefully (with a smile!!).

It's an expectation not a promise

Gidget - thanks. That was a reply to an individual's message to him so not really the same. However, his comment today is more reassuring. I look forward to Q1 numbers

good news finance now sorted - £8m will take us through to post FDA approval.

I did say a few weeks we needed a placing and are few on here disputed this - based on post placing cash position it appears they are down to less than £500k.

Might go down a bit short term with market uncertainty etc but long term this is a great investment IMHO

GB quiet on twitter - could do with a business as usual message ASAP

if you are female or have a wife/girlfriend and/or daughters i'm guessing you/they shave their legs.

Go onto nuthing.co.uk and once you've ordered add discount code NUTHING20 to get 20% off 1st order.

Help your company grow!!

Great find - thanks Sloppy.

Remember immutex is valued at ZERO so any deal , similar to the recently signed one by IMM where large pharma takes on all costs and IMM receive % of royalties, could do wonders for this stock

Joe Bayer has bought again - if he had waited a week last week's purchase could have been bought at c20% less.

He can see the DTC volumes and knows how much the big orders for ST are for (Boots, SD and Tesco etc) so this is reasonably reassuring.

Clearly footfall in retail stores will be impacted in the next month or so but impact for IDP may not be over significant as over 50% rev comes from DTC

POLX haven't made the application yet - as yet there is nothing to fast track

the individual share price is relevant without taking into account number of shares in issue as the two together equate to the value of company. lloyds is still worth billions.
Stupid post

at even $6k a BTC ARB will be making decent money as mining costs are c$4k per coin.

Obviously current situation not ideal but not a disaster too.
If 330 coins mined per month that's still $660k gross profit and c$500k net profit.

Also as not selling coins real time with cash in bank ARB could just be sitting on them these last few days and waiting for a price correction.

BTC unfortunately is not the safe haven i was hoping in these turbulent times but still think ARB will come good.

so low not slow slow!!!

regardless of whether restaurants are open or not within days they will be almost empty. The only positive is that DISHs current rev is slow slow impact will be minimal. Get more restaurants signed up so come the summer things will hopefully look better

i'm guessing office in Cork so staff there may not be able to get into work. Drop is worrying for SKIN as a lot of their work can be done with minimal face to face meetings etc so would have thought company not overly impacted, other than sales team who may not be able to travel. Although skype and tele conferencing arepretty standard these days