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Madabout...I clearly read RNSs better than yourself.The one in question states she has stepped down from her role as CSO and returned FULL TIME to academia.I would put to you Sir that "Cath has gone" would be an accurate description of the situation.
Maybe you think "she has not gone" would be a more accurate description.
Elric's attempt to turn a bad thing[ ie Cath leaving ]into a good thing is of course totally ridiculous which is exactly what I would expect from him
Mad, There is a case to argue that SBTX has retained Cath for longer than she desired. I had a conversation with SOH years ago; we discussed her role as a CEO, and SOH said she would be stepping down when he finds a suitable replacement with commercial savvy. He declared her desire to return to academia because that's her passion. He said he would like to keep her in a similar position because of its importance.
The fact that SBTX has retained access and her passion for the lab coat and not the expense of a fur coat speak volumes, and of course, it saves SBTX a bundle of cash. Of course, some of the projects mentioned are drawing to a conclusion. Therefore, the timing makes perfect sense, but don't expect everyone without an agenda to see this for what it is.
Cath is the inventor of the Axisbiotix products and the Skinbiotix / Croda products both of those technologies are being commercialised now. There are also 3 live microbiome projects running with the university of Manchester and she is leading one of them (Inflammation, Oral and Epiderm). She returned to her full time role at the university and is still the scientific advisor to the company. She was always part time and has simply reduced her time with the company. Do you actually read any of the RNS that are released?
I bought into this company because of its wonderful science led by the trustworthy Cath.I was impressed with it entering the microbiome space as I have studied the microbiome and its relationship with the gut for years.It is clearly the next big thing in medical practice.
Now!..Cath has gone and we are putting our hopes and dreams into Heel Balm!!! Who would have thought it?
I'd guess so if they are utilising all 1200 sales clients, which suggests they are not aiming for a progressive launch.
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Yes Toyin technically t hey have it it currently involve s training the sales team, the sales team engaging with their clients to gain an understanding of demand at which point a RNS with a forecast will be issued and the products will be shipped supported by a high profile marketing campaign
Aquae, they have already launched.
Basically the Umesh Modi launch will be with a bang not a whimper when it happens
Aquae, I have no idea what you are trying to explain.
Available on Amazon in KSA since 2018 https://www.amazon.sa/-/en/Dermatonics-Once-Heel-Balm-60/dp/B0769QSMQK
When I asked the question at the Investor Meets about marketing support for the Pheet Dermatonics launch Stuart replied this had been discussed at length with Umesh Modi and as their Sales Force are trained will see increased high profile marketing campaign utilising TV and Journals
Also states will be sold under the Dermatonics brand in the rest of the world thus differentiating it from the Pheet & Dermatonic brand. Would Umesh Modi really start their launch in Saudia Arabia rather than their home market first?
From Cavendish 2/2/24:
"Sales channels Dermatonics distributes its products via five sales channels, offering diversified revenue streams and generates sales in the UK, Portugal, Spain, the Baltics, and Vietnam."
No Mention of the Kingdom of Saudi Arabia.
From the rns 20/2/24
Will Pugh, Vice President of International Development for the Umesh Modi Group said:
"We are delighted to be ready to launch the Pheet and Dermatonics products."
Pheet and Dermatonics, which would suggest two different lines of products.
Toyin, I believe the linked sales pre-date Umesh Modi, there is no Pheet branding on the product which is what I expect to see at the onset of production from the Induan partner. Also, by the time products hit the stores we can expect to have received forecast sales announced via a RNS.
Very quickly, that’s how these shares move when there is no clouds, I’ve observed it as remarkable several times over the past few years. Even the resident trolls won’t rule out getting back in when the time is right, show me another BB where that is the case!!
Thanks for the encouragement, Al.
In some ways, I can argue we already had "game-changing news" when a Sederma rep confirmed that they were launching this year. Moreover, it was also confirmed that the first royalties will be by the end of the year. The CB overhang has killed the sentiment on this front.
We don't know the scale of the launch; all we know is that the VIPs have had early access and account for about 80% of Matrxyl's revenues. I think it's likely there will be a progressive launch. So, a firm date for the launch would certainly nail it as far as transformative, especially if it arrived with Croda's forecast that quashed the foolish notion some BBM have that there's a 70% chance of SBTX going belly up! But wait, there's another game changer. Do you know who told us that the UMG launch is worthless and will not yield accretive value?
I expect a forecast that blows that assumption out of the water. When I have no idea how quickly SBTX will be given the data, I give them the confidence to announce it. They don't want a repeat of the AxisBiotix forecast, so I expect caution. I am not concerned about what the share price does in the short term; I firmly believe the upside far outweighs the downside, but I understand why some people will wait for firm evidence of what I expect.
However, let's assume I am correct about the UMG sales being highly accretive, and we get a forecast confirming this; there's a good chance the shares will move higher than the fear of the downside figure. If I were SA, I'd announce the forecast ASAP because it would reduce the dilution on the remaining CB conversion.
Toying has already provided links to early Once Heel balm launches. That alone is encouraging given the size of the estate and market potential. Remember, these are all revenues we did not expect this year.
And of course, as soon as we get confirmation that all of the CBs have been converted and reside in safe hands and not flipped, we will very likely see positive sentiment return-we have seen how quickly SBTX shares recover when the dark cloud has lifted.
Looks like Modi are full steam ahead with our products. Posted 21/3/24
https://www.instagram.com/aldawaacare/p/C4xMdQER1pk/
https://www.al-dawaa.com.sa/en-about-aldawaa/
Ă€ couple of points. From the RNS,
"Long term shareholders, including Tyndall Investement Management who have invested in the Company since IPO, have agreed to purchase the shares directly from Macquarie Bank".
So, as it says "including", we can't assume Tyndall have all the 7m shares.
However, as has been reasonably posted, Tyndall and others will have paid a premium to the 6.5p. So whether or not all participants in the purchases from Macq Bank are LTHs, they won't be selling below what their purchase price was. Whether this purchase price was 10p or somewhat lower is important.
Large delayed trade from Friday just popped up. 1M shares.
Hi Elrico,
Really great to hear from you, and thankyou for a balanced positive post. I certainly respect the work which you put in.
Another positive for holding is that Tyndall now have a large holding we would have full transparency if they wanted to say offload a wedge as they would have to release a holdings RNS, after any percentage change. Probably me being rightly suspicious as in the past and with other companies I've seen plenty of fund managers offload a portion if it generated a decent return just to keep their portfolio balanced. Can be an issue with any additional funds raise via stock, as companies tend to ask the larger current holders first, and some large holders do have internal regulation whereas they never become over exposed in any individual holdings, so if asked to take more often will but not for a very long period, either selling later to other big players which may or may not be as "safe hands", or gently easing onto the market. We've all seen stocks where this "overhang", as its referred too can delay any further price rises until sale fully completed.
What time period do you see before the first bit of game changing news is confirmed. Know patience is a virtue but it certainty tests even the most resolute of investors here.
Al, You seem to be confusing the Macquarie conversion with the price of an existing institution that has no history of flipping its shares. I would assume that Tyndall acquired them at around the 10p mark. The share recently hit 14p, so it could have been higher or lower. However, this is irrelevant because Tyndall is clearly in it for the long haul, as are Seneca and Unicorn. Hopefully, they will consider investing more. As I have said before, the downside is limited; the upside is multibag territory. The only question for the investor sitting on the side is, do they think they can get the shares at a much lower price while risking a recovery on the CBs being handed over to diamond hands. IMHO, I would not risk 5p for 30p >> it really is that simple.
More abuse I see, Some peeps only see the worst whereas it also means nice, beautiful and fair. Its also fair discussion on potential share price action in the foreseeable. Its also a surname used in the states.
You know tyndall are a long term investor and yet insist on scaremongering. We all see you for what you are, you know this right. Go try and spook somewhere else. Btw, who in their right mind names themselves after a sunken invader of british islands.
Today we will see if they start to sell any of their new 7M shares bought at 6.5p. Good to see the confidence of investors believing they will hold onto the stock. As stated previously I'm of the opposite opinion that many fund managers cant resist an easy profit without over spooking the market.