Member Info for shandypants2

yep recent TR1 shows that Blackrock have sold a few. Previously they held over 5% of GKP now they are less than 5%. Think also need to notify at 3% level so assume they still hold a substantial amount. Notifications need to be made when major shareholders breach specific % of holdings - both up or down.
A customer increasing holding is seen as a positive - a seller less so, however, sometimes these companies sale for non commercial reasons e.g. a switch in internal investment strategy or if a companies size is less than the investment criteria.

all the 68s are buys today, so it seems a little confidence is returning at these prices.

2020 look pretty conservative so a £2m profit will be c£1.5m after tax - at the current P/E of c10 (very low - FTSE average is 14) this is c105p a share - a 50% increase on todays price.

Also think DTC increase of 22% in 2019 has not been fully understood. Firstly c50% of IDP revenue comes from this route so this give company some protection from retail issues and also ensures cashflow remains healthy. Also there were issues in H1 last year so a 22% increase over the year means that H2 could have been c30%. Transferring these lessons learned into H1 this year will clearly increase revenues too, and from a lower base.
Also we now have c600k database of customers now (up from 400k year before). All these people will have email addresses etc and will have already bought IDP products. It is a lot easier and cheaper to get repeat sales from existing customers than new customers. Finally these DTC improvements are already being rolled out into the US and Australia and could be used across other brands too - Roots has over 29k facebook followers etc

Hopefully this progress will be reflected in a positive update/statement at next month's AGM

Also think a US deal will be in November - CEO keen to get it completed in Q4 and little happens in December.

Upfront payment expected to be in region of £50m to £100m

https://www.globalrailwayreview.com/article/75791/trans-eurasian-one-belt-one-road/

this article shows how extensive the rail network is and Starcom has a seat at the table. Growth potential is massive

well I'm in STX which has recently gone through phase 3 and FDA approval.

Bought at 45p - steady rise up during phase 3 and then approval to just over £1. It went up to £1.20 and then had a wobble just before FDA announcement so dipped back to 1.05. On approval went up to £1.80 overnight, where it is now. Expecting a US partner deal anytime now which should push it to £2.50 ish range.

Obvious a different product but I would say 50% increase with phase 3 approval and another 50% with FDA. So conservatively 30p and then 45p. Wouldn't be surprised to see 50p this time next year IMHO

yes and has done no research re share history. Ignore

reckon this could pop soon. Definitely a fair bit of buying over the last week and continuing into today

http://transtelematica.ru/projects/kontrol-bezopasnosti-gruzoperevozok-zh-d-transportom/

On this link you can clearly see the Lokies product - even says Starcom on it (nb don't do the translate to English else the page changes).

All looking good

now the dust has settled on last week's activity hopefully this should start a steady rise in anticipation of phase III results.

25p by end of this week - 30p soon after?

Stoer cream - yes it did.

Got the eye cream and the serum. Only be using a few days but quite impressed. Packaging is very impressive and looks very professional. Both have a unique dispenser too - so no need to squeeze bottle.

The creams are light and easy to apply. Not sure if they will reduce the sign of ageing as they claim, but still early days!

Not cheap but definitely worth a try

although C+L is growing I was slightly underwhelmed at the c£200k rev from last year particularly as we have been told that xmas bundles sold extremely well (according to CEO).
However, I have just clarified with company that since April C+L is in all 450 Priceline stores (I knew it was added to Priceline, assume It was a limited number of stores). This time last year I think it was in c50 Myers stores and it has recently added c30 in NZ too. However, the 450 Priceline stores leading up to xmas could be a significant revenue generator for IDP.

UK roll out should of course make a massive boost, especially if they get a retail tie in in addition to DTC - this is still planned for H2 2020.

FinnCap has £400k rev for C+L in 2020 - I'm guessing this doesn't include any UK contribution.
As with Prolong these numbers look conservative IMHO

I know you were quoting - just pointing out how poorly worded and potentially ramping that statement is. A RNS should be more careful worded IMHO

I think the recent fundraise is predominantly to go for the copper.
The value of the mine could double overnight if a decent amount of copper can be inferred

'the promise of potential contract extensions in the future with existing clients and new contracts in the pipeline'

sorry to be pedantic but you can't promise potential contract extensions.
These were not mentioned in the RNS last week so for GB to then start talking about 7 figure contracts is misleading.
If they are in the bag please RNS them

Boon - just done some digging on Prolong costs and selling price.

In 2018 we sold 622 units and rev was just over £100k so that's c£160 a unit - less than advertised price as nee dto deduct local taxes and some will be sold at discount (PE website offers 15% discount code etc).
No unit figures for 2019 sales so lets assume the same (maybe a bit higher with exchange rate, but let's be conservative).
However 2019 accounts did state that gross margin is 65%.
So if selling at £160 then cost per unit is £55 (so £105 profit = 65% gross margin.
£55 seems quite high to me but will probably include P&P (maybe £10 per unit) and also royalties (£11 per unit - i double checked) so other costs c£30.
With £105 gross profit it could be a 1/3 split between IDP, distributor and final seller - so £35 each.
I was hoping for nearer £50 but at £35 and with no marketing costs etc that's still a decent return for IDP. 6,500 units already confirmed in HK and Far East- £227k profit for IDP. US distributor deal also announced so this number will only increase during 2020.

"The tools my accounts department have, to manage the high growth of the company, is at their discretion. We are signing 6 figure upfront deals, for 7 figure multi-year agreements with Top 10 global companies."

GBs comments above. The RNS released this week regarding the 2 new contracts represents excellent progress. However, the RNS stated the LOW 6 figure rev was an aggregate i.e assume each contract was c£50 to 60k each. Also clearly we would hope for repeat orders to cover many years but this isn't guaranteed so to claim 7 figure multi year contracts without adding the wording 'hope' or 'expect' in front is a little misleading.

It has recently been stated by SKIN that full year revenues should be c£1m. As H1 was £346k this is a good increase in H2 of c90%.
However H1 excluded £178k for Rhinocloud from Jan to April, as company was purchased on 1st May 2019 so only 2 months of H1 rev was inlcuded in H1 figures.
Adding this in and the H2 grow goes down to 25% - less impressive.
Hopefully the £1m figure is GB being quite conservative and with the extra lab space becoming available any day now the last few months should see additional growth, however, for a company that is valued at £17m and with £1m rev it surely needs to be growing at c100% each 6 months to justify these valuations.
I like the company and i like GB but i was a £1m full year rev figure is slightly underwhelming IMHO - looks like the lack of share price movement reflects this too

yep but is any contingency built into these figures as you outs. Additionally I've seen many trials undertaken with 20 or 30 people - this one has a lot more. Never quite sure how the numbers are derived in the first place.

Hi quick question re current trials. Do we need 100% enrolment or can we proceed with a slightly lower number?
Obviously we are close but not quite at 100% as per recent update below

Enrolment for the Clinical Trials has now passed 98% in the lung transplant pathway and 87% in the lung lobe resection pathway, with a total of 80 patients targeted for enrolment

https://www.zeromotorcycles.com/eu/

Hopefully these are taking off too, albeit from a low base