Member Info for shandypants2

So new Wonder Serum Express is priced at £31.99 - ST's highest priced product (although online saving from day 1).

Also Moisture Mousse which was previously exclusive to SD is now in Boots plus an Express version (in both retailers).

So Boots will be selling 3 new ST products this year which can only be a positive.

sorry Blah - a bit early in the morning for me!!

I'm in HL and still haven't got my ORPH shares yet. Hopefully by end of week

Great update? No mention of full year results at all - no figures whatsoever.

Seems more of a strategic/operational review update - which is needed.

I'm expecting a placing anytime now - will be lucky to get 1p, so dilution will be massive.
At least they have a plan for 2020 now

according to display poster in Boots there is a new Express Wonder Serum coming soon, so expect that it is the new ST product being launched tomorrow.
Exclusive to Boots as per the standard Wonder Serum.

Hoping delay is merely due to shut down over xmas period - as you say no control over external companies.

Always had an end of Jan date for this so hopefully tomorrow or Thursday -- please!!!

good post and summary Bricks.
Re point 4 I think it's fair to say that this has not previously been the case so hence the negative sentiment and current share price.

Also during recent Vox Market interview LR stated much Q1 newsflow to come - so I would have this as a point 6 as I see this as a positive.

as an oral tablet it will prevent the need for a hospital stay - think the drug is being priced similar to injection drug. So no bed required, no medical staff etc.
That's where the saving is - think drug already has a high margin in it as being priced at the same level as the competition.
Don't think the US partner will impact this - the USP is it's equivalent to the iron injections without the added hospital costs.
We just need a partner who will go out and get the healthcare industry to understand this and start using it.

Blah, what was wrong with my response? Moni was deliberately making an incorrect statement and creating an unfounded rumour and I was merely stating the T&Cs which he should have been fully aware of if he had accepted the offer.
I think I was quite reserved in my response.

Jupiter has acquired over 5%. A very positive sign IMHO

They had c150 restaurants in H1 and rev was £11k - so c£60 a day. Need a few thousand restaurants before rev is anywhere bear meaningful surely e.g. £1k a day

good point - PE is quite high so high growth already built in

if $10m per month and conservative 20% net margin = $2m profit p.m then £20m market cap is madness.

Sorry for earlier post duplicating - got an error message, and then it appeared. Also Q1 is of course 3 months not 1!!!

seems quite positive IMHO - revs up 20% , profit up 30% and good start to 2020. Price initially up and now over 10% down.
Any ideas why??

yes agree - having the new machines installed already in a big positive , just in time for the BTC price increase!!

Q1 should be a really successful month.

Still reiterating £8.5m rev for 2019 however adding H1 and Q3 and Q4 figures provided by ARB it's well over £9m.

yes agree - having the new machines installed already in a big positive , just in time for the BTC price increase!!

Q1 should be a really successful month.

Still reiterating £8.5m rev for 2019 however adding H1 and Q3 and Q4 figures provided by ARB it's well over £9m.

https://www.instagram.com/skinnytanhq/?hl=en

ST going from strength to strength. Another new product coming out in advance of new tanning season. Louise Ferguson, one of the 2 ST founders, still works for IDP as is clearly adding value to the brand.

This is in addition to new category which could be announced any day now

pretty sure the 2 delayed trades from 14.30 ish at 35.1p were both sells - hence the downward price pressure.

IMHO we will not physically get ££ from Chinese company - the money owed is being rolled into a new deal e.g a JV or equivalent. I think that is part of the reason for the delay and why Dan has stated they have confirmed monies are due and seems reasonably laid back about things

Nice to see a little rise here but back in June I was buying in the 90s in anticipation of good 2019 numbers (which were ok at £1.4m record profits) and despite good progress since we are over 20% lower (albeit HC sell off has clearly had a big impact).

In next week or so I expect the new category to be announced. If this includes some innovation, as has been mentioned, to create an USP this could be a great addition. Having SD support from day1 is clearly a big vote of confidence.

Also H1 numbers - based on £5m rev I would normally expect c£500k profit. However, as has been mentioned c£400k costs relate to new category so this will reduce this amount considerably. However, even a £78k profit is actually quite good as H1 last year we lost £422k - so a positive £500k swing. As IDP made £1.8m on £9m rev in H2 last year the £2m 2020 target looks very achievable.

there will always be a few who are happy with a quick 10% plus those who want to lock in some profit after a decent rise over the last week or so , however, I'm convinced this will finish blue.

The 2 recent Board purchases are massively encouraging as both already held large holdings, bought at much lower prices.
IMHO the purchase on Wed may have been prompted by being told that news will drop next week, as it seemed a slightly strange time for the purchase.
Can't see this being below 40p when news drops and as some have stated following FDA approval a fairer value is c£1