Member Info for shandypants2

A few Q and As from investor relations.

Q:Hi, I notice this is now on the US dtc website. Will it be extended to the Australian one too in time for their summer?
A:Yes, the company intends to launch wonder serum in Australia for their summer season.

Q:Also in regards to the exclusivity with Boots for this product, does it extend to the Boots stores in Ireland as I noticed on a recent visit none of the Dublin stores stocked it?
Q: Boots Ireland make their own ranging decisions but it is certainly on the radar.

Q:Has marketing been re-commenced for Prolong and if so has this been extended to the UK, where it is now also sold?
A: Marketing has been increased in US and UK marketing is expected to begin later this year.

So £750k from 1 acquarium - do the math.

Below is an excerpt from Shedd's learning area - a key aim for all museums/parks/zoos/acquariums. It seems VR is directly aligned with their mission which is a massive plus.

Introducing VR headsets into Park Voyagers directly aligned with the program’s mission: inspiring and empowering kids and their families to explore Chicago museums. What better way to do this than to immerse them in an exhibit through a 360-degree video?

The experience had the most impact for kids whose parks did not participate in the family field trip to Shedd because it gave them a “real-life” experience inside our exhibits that might spark the desire to visit and explore with their families. It also sets them up for that moment of, “Hey! This is where I was when I was using the headset!” while exploring the aquarium.

A lot of thought goes into these transformative experiences. During the planning phase, each program goes through a brainstorm process with the manager of digital learning to investigate innovative ways in which technology can support learning goals or create efficiencies for staff.

With Park Voyagers, we realized we could use our new 360-degree camera and virtual reality headsets to create a connection with kids and the habitats they were learning about: coral reefs, the Amazon and the Great Lakes. Having a dedicated digital learning team allows for Shedd’s Learning department to stay on top of trends and pilot new technology. (Want to learn more about this brainstorm process? Read our paper, SAMR: A Model for Technology Integration in Museums, which the digital learning team will present at the Museums and the Web conference on April 21. )

What’s next for 360-degree video and VR in our Learning with Shedd programs? We are always looking at how we can innovate within our programs to use technology to expand and improve educational experiences. Our Club Shedd teens are currently exploring, creating and editing 360-degree videos that will allow for an interactive learning experience. We are exploring options for a new underwater 360-degree camera so that we can create a virtual reality experience that mimics the path of our underwater robots (ROVs). We’ll also continue to build on the VR experience for Park Voyagers participants next year.

sell off seems massively over down - down from c120p to now 76p on essentially solid, positive news.

Maybe people are thinking no news for a few months so i'll move my money elsewhere.

Just topped up at 76p - couldn't resist

contract rumours or merely moving because it's such a low market cap and was mentioned by Justin Waite this weekend?

Who knows

Right SS - this is my last attempt. You quote we had 1bn shares prior to consolidation and we have c227m now. This is true.

But at consolidation over 21bn NEW shares were added - so we then had c23bn shares in total for 1 day. They then did a 100:1 consolidation taking the number of shares in issue down to c230m. With share awards etc this increased £229m over the last few years but with the share buyback has reduced to 227m today.

Hopefully this makes sense. If not perhaps you shouldn't be investing in shares

SS - you have made this statement a few times and you are wrong.

Here is the RNS from 2016(ish?) when the restructure was done. As you can see 21billion new shares were created and then they did a 100:1 share consolidation. So the dilution of the extra 21 billion shares effectively made the shares worth 1p overnight. The 100:1 consolidation was purely for cosmetic purposes to make the share price look better - this brought the value per share up to £1 (but each shareholder had 100 times less shares).
Our current price of £2.30 is 2.3p . Hope this helps.

1. THAT the authorised share capital of the Company be increased by US$219,105,237 from

US$73,000,000 by the creation of 21,910,523,665 new Common Shares, ranking pari passu in all

respects as one class of shares with the existing Common Shares.

the share are no longer classed as ex dividend, therefore surely there will be a new record date ahead of the payment date.

ok summary - most of the revenue is from upfront payments (£2.3 m out of £2.6m) so difficult to see how well Feraccru is actually selling.

Q4 date given for both US and China agreement whilst realistic is slightly disappointing was hoping US could be in a month or so based on fact that discussions were ongoing prior to FDA decision and CEO stated that every day delay is a day's lost revenue.
Sit and hold for a couple of months. Might top up if this drops down to nearer £1.50

I thought 2019 had been increased to £17m to £17.2 range.

Good to see extra Roots products are now in local Boots store (so 8 or 9 SKUs now) and display now looks a lot better and more visually appealing. Hopefully this could lead to an increase in Boots stores stocking the products as still not convinced this is selling well in supermarkets.

Decent ST displays too - extra top shelf space acquired which is encouraging.

Hopefully this will lead to decent H1 numbers - last year ST wasn't in Boots and I think Roots wasn't stock until late August/Sept

couldn't resist too. Crazy process for the potential and progress SKIN are showing

also at these prices there won't be any more warrants realised for a bit!!

you may see a short term sell-off on Wed if results aren't great.

European deal included an upfront payment so this will lower the royalties (initially).

Also I suspect as this is prescription only in Europe and is a lot more expensive than standard iron tablets (which are of limited effectiveness) doctors will continue recommending iron tablets for a few months and will only go to Ferracu if subsequent blood tests show no improvement.
This will take time.

Don't panic is my message as there will be people on ADVFN claiming this shows the business plan doesn't translate into revenue.

In US FDA approval is wider - can also be sold DTC so can buy these at the chemist too without perscription

Next Divi ex dividend date this week.

This is a great option for decent low risk income.

Hi thanks for replies. I only want to try the serum - can buy on a few websites such as Mankind, but would rather buy direct from SKIN as their margin would be bigger.

Just seems a strange process that you can't buy the products individually via DTC. Mens grooming is a growing market so could do with getting these products in more stores.

Has anyone tried this? Stoer website only gives me the option to sign up for a regular monthly subscription whereas I just want to buy one or two of the products - the serum looks good.

Think the only stores it's in is Harvey Nicks which isn't a great option for me.

Would be interested to know if the products any good

so based on the £100 per set per week and 1000 sets as of 2020 that's £100k a week or £5m per year. Profit not revenue.

guessing Open Table is a main competitor and appears a similar concept. They are advertising aggressively at the moment. Not all their restaurants appear to offer discounts but some do.
I'm hoping BigDish takes off but struggling to see what their USP is in comparison to other discount providers and clearly lack of restaurants is a massive issue

so based on recent RNS we have 237 headsets installed and another 34 approved (so will be installed in coming weeks). That's 271 in total.

There are also another 118 subject to contract and now potentially another 90 - I presume these new ones are not included in the 118 figure.

So within the next 6 months we could have c500 headsets. Breakeven is c410 based on current earnings but CEO said during recent interview that as earnings are increasing per headset breakeven could be nearer 300.

Regardless of whether it is 300 or 400 IMMO should be making a profit in the next 6 months. Fantastic news

agree - based on the lowest profit figure (just verified - so not a projection) of £17m the current P/E is 9.5.

Bargain territory.

Does any one know profit forecast for 2020? Forward P/E is c8 based on £20m profit