The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Here's Johnny.
Ranking is pretty much confirmed with this site. 38th in GB. https://www.similarweb.com/apps/top/google/store-rank/gb/beauty/top-free/
What I do find strange is that the app positioned 39th has 1M+ downloads vs STC recording only 1K+
https://play.google.com/store/apps/details?id=beautyrooom.filtersforselfie.sweet.face.camera.selfies
True Smeeno, if and when they outsource production to meet capacity, it'll explode!
No idea Chesh. Either the site wasn't collecting data or STC app unavailable for a guess.
Now ranked 107th in US and 40th GB. Huge achievement. Entering top 100 would be very impressive. The apps need their download counts updating as don't ring true imo.
Americans dabbling. https://www.youtube.com/watch?v=9YUXHJwVrL4
If the EA had sense they'd deploy Microtox nationally. Their monitoring work would be automated and huge revenues would be created through prosecutions. Everyone's a winner except the water companies. The main [problem with this is that fines go to the treasury and not the EA. Still the gov and public would benefit hugely.
Hi Simon, these are in the 'free, beauty' category. Charging for the app is not where they make their money.
At the risk of boring people but I love tracking their growth. US ranking 131, GB 28th. Incredible in such a short period of time imo. https://app.sensortower.com/category-rankings?os=android&country=US&publisher=deepverge&app_name=skin-trust-club&app_id=com.labskin.skin_trust_club&selected_tab=charts&start_date=2022-06-30&end_date=2022-08-19&countries=US&countries=GB&category=beauty&chart_type=free&device=android&hourly=false&date=2022-06-17&summary_chart_type=topselling_free
Keep the faith bud. What do you reckon a £100m plus stc deal would add to the sp? We're al guessing though so stick with your instincts.
Good luck to you bud. I know you already have a huge holding that I'm jealous of. The Guinness's are on you when this comes good.
The Board conservatively expects revenue to be in excess of GBP18m for the full year to 31 December 2022 , which is below current market expectations, leading to a smaller projected EBITDA figure, a modest reduction in gross margins and a slight increase in overheads.
"leading to a smaller projected EBITDA figure"
It does not say a loss, especially as they were only £17,000 EBITDA loss on half that amount.
£24m had £6.1m EBITDA in the original projections.
Costs increased in 2022, but I doubt double of 2021. However 2022 is expected to exceed £18m so the profit is expected to be somewhere between -£17,000 and £6.1m so hence the term "smaller projected EBITDA"
The estimated EBITDA for 2022 was presented back in August 2021 btw. https://www.deepverge.com/wp-content/uploads/2021/08/Deepvergeplc_Research_Update_3August2021__FINAL_BGv2.pdf
WE WOULD BE NOTIFIED IF MORE WAS TAKEN FROM THE LOAN, I have discussed this with Gerry so we can put that one to bed.
"my be" Hello Kazim
https://twitter.com/johndavid1958/status/1559453261651910656?s=20&t=Mt5QmAh2bPOx5KfuzY4X-A
That equates to potentially 14,000 in a twelve hour period, 82% go on to buy products and don't forget the 6% conversion rate on June's 84,000 website hits (Gerry says both figures are growing) They're still to release it in China. I agree with the 'yet' Trotsky. If this was an oil stock, we've hit a gusher, pumping 1,000 bph!
They have to throttle it back to cope with demand. You seeing the £100m STC value yet?
https://twitter.com/gjbrandon/status/1556901314273153025?s=20&t=C70J6JlQYQ7G3mbDz2PGAA
I'm pretty sure you've posted on the wrong board bud.
Rorkes, STC is much more valuable to others than it is to DV. Blue Chip cosmetics companies, with Multibillion pound annual revs, have admitted Labskin is ahead of the game due to them having the worlds largest skin microbiome database and growing fast. They also admit that financially they couldn't afford to accumulate such numbers independently. Interest in this innovation has sky rocketed over the past few years and it is seen as the future of skin care. What is £100m to them if it puts them as the leaders in this rather than always, potentially, only ever been second best? More importantly stops a competitor being number 1.
An interesting discussion regarding the forecast. I personally think that a brokers target, missed by 25%, will pale into insignificance once the STC options are revealed.
One of us will be right Glebe. I guess we'll just have to wait and see who.