Member Info for shandypants2

Based on a really low company valuation of 1 x revenue - at £200m then that's 43p per share

At 2 x rev that's 86p

Then if this Japanese deal get's replicated in other countries then the annual revenue will be multiples of the above.

This share should be in £ and not pence!!!

https://www.bosch-connected-industry.com/en/connected-logistics/nexeed-track-and-trace/

https://www.hannovermesse.de/product/nexeed-track-and-trace/162834/Z290060

Great find Dicko - a few links above. As you say 6 months on this should be really taking off now

they can't deny something if it is true!!!

there is too much detail in the article for it be made up - upfront and annual royalties are very specific too.

Has to be a RNS from company, even if they merely quote NDA restrictions.

Fantastic deal and shows the potential of this company

Popped in to my local 'big' Boots last night and was pleased to see the ST gift bag not only in store but really well displayed at the end of 2 separate aisles, one in the gift section and one also by the entrance to the shop.
Again the online display say over 100 sold in last 24 hours.
If say 500 bigger stores sell 1 each a day for the next 8 weeks and c£15 a bag for IDP I reckon that's over £400k revenue on 1 product from 1 retailer. Maybe £500k with online sells too. Really impressive.

the JORC and Mets (hopefully the former will drop any day now and the latter not long afterwards) are both undertaken independently so LR has to remain tight lipped whilst this process is undertaken and also is not in control of the dates.

However, LR does know what has been provided so although the actual output is independent the input is not - and he was very happy only a month or two ago.

For me it's a bit like getting your house valued - you know what neighbours sold for and you know what extra work you've undertaken (e.g. extensions etc) but you don't know the figure until the process has been completed.

During this period there will be some uncertainty (human nature) but that doesn't change things. The price has dropped a little this week due this uncertainty and an expectation that news would be out by now but just sit on your hands and IMHO you will be rewarded.
I'm in STX and the FDA approval was pretty much nailed on. In the 2 weeks before the announcement the price dropped from 1.20 to £1 and a few conspiracy theories were flying around. FDA approval was given and price almost doubled in 2 days.
The same will happen here!!

are now EBITDA positive (for H1) so are generating cash from operations which is a good, albeit only £13k in H1.

So as long as there is good cash management and no big purchases we should be ok from a cash perspective IMHO!!

they have no money to drive the growth of one good brand they have outside of the UK.

Did quite well to make a profit with rev so low - albeit only £1k

Just clicked on the Boots ST gift set and it says over 100 sold in last 24 hours. Great stuff

https://www.boots.com/skinny-tan-wonder-wow-self-tanning-kit-10272643?cm_mmc=bmm-buk-google-ppc-_-PLAs-_-(GB:Whoop!)+Skinny+Tan-_-(GB:Whoop!)+Boots+Shopping+-+All+Other+Products+-+Desktop&gclid=EAIaIQobChMIoKOGwa-05QIVVeDtCh15-gMdEAQYAiABEgJIJfD_BwE&gclsrc=aw.ds

terrible results however you spin it - rum flat and gin nose diving.

I feel for this company.

I give up!!!

SC - I agree the loan note is bizarre, why waste £10m a year interest when we could just pay it off out of cash.

The only logical reason I can see is it's a reserve in case monthly payments get deferred for a lengthy period of time. I don't think it will be used for workover programme - the 55k increase is already funded and so if needed for 75k or 100k surely arrange it at that point in time.

Agree it doesn't reflect well on BOD

August was over 39k and first week of Sept slightly higher - 39.7k off the top of my head, so we are edging closer

well clearly there are more sellers than buyers - my question was why

https://www.superdrug.com/Skinny-Tan/Skinny-Tan-Fake-Tanning-and-Mitt-Gift-Set/p/769946

Both SD and Boots did ST gift sets over the late summer period and it appears both are doing so at xmas too.
Great idea. I do remember the SD one had a sticker on it saying exclusive to SD - so maybe included the Mositure Mousse which it has exclusivity on.
Boots really focus on gift sets at xmas - loads of the larger stores dedicate a large % of floor space to this so it's good that ST is involved and of course will add revenues during off peak season (although margins will be less).

slightly strange observation MM.
POLX did a raise in July for over £2m so cash should last until Q3 next year assuming no revenues.
Phase 3 trials nearing conclusion (and should be a formality) and then FDA approval next year.

Business model has recurring revenue streams too so once deals signed these are not one-off income streams.

in 12 months will be surprised if this isn't valued at £50m plus IMHO.
Each to their own of course

Any ideas as to why we've had such a large drop today?

Is there another placing on the way? Reading between the lines new CEO did seem to make those noises

https://www.starcomsystems.com/investors/company-description/

This is the company's presentation as of June 2019. A lot going on so hopefully this should lead to healthy H2 numbers.
However, no official updates have been received on any of the below to my knowledge. Doesn't mean things aren't progressing though

Cubemonk - a manufacturer of its own ULDs (unit load device). In order to facilitate its information needs, Cubemonk has
tested a wide range of possible solutions. With an initial order of few hundred units of Kylos Air, Cubemonk has started its
rollout to the market.
First order delivered during H1/19, once its approved further orders expected.
Bosch – the product has been officially launched during the Transport and logistics expo in Munich recently, in addition the
product has been certified with the DO 160 for Air cargo tracking. at this stage.
North Africa - second payment for the project has been wired, the equipment is in delivery process. After approval of the
installation, further orders expected.
ICL - with a market size of over 500K ISO tank containers in the world (in 2018), this segment is one of the target markets for
Starcom products in our expansion to the supply chain monitoring and IoT development platform. Starcom and ICL have
signed an agreement for the supply of over 1,000 Kylos units. Those units along with the specially designed decision support
AI system will ICL to improve the supply chain.
First batch delivered during H1/19, deployment is based on schedule.

and interview here
https://www.proactiveinvestors.co.uk/companies/news/905322/shield-therapeutics-to-present-data-showing-feraccru-offers--real-oral-alternative--905322.html

40% of IV patients needed a top up - makes Feraccru costs per patient even more appealing.

US iron deficiency market is 40m people.

https://www.proactiveinvestors.co.uk/companies/news/900636/shield-therapeutics-all-eyes-on-the-us-after-fda-approval-900636.html

Good overview of company on Proactive Investors.

Momentum is building!!