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I hope the experts on here will help me so I thank you in advance I look at the percentage which resident experts love to repeat and I think to myself 80 plus percent that sounds high! Second thought is surely this can’t be correct Then I have a think and think well it depends on the definition well doesn’t anything? So I have a look and tbh I don’t understand it So what is it I want to know Well 2 things would be really really helpful What percentage of users who start AxisBiotix have continued with monthly purchases up to a 6 month timeframe and then the figure at 12 months? Now these figures would help me understand what’s going on here because 80 plus percent! I should coco or if true get on the stuff asap! Maybe Elrico could do a deep dive and provide the figures
We can't ask them because Walter Mitty won't name his illustrious contacts.
Name each mainstream outlet, your contact, and each response. Perhaps then we can take your complaint a tad more seriously, even if it's bonkers!
You won't because you are the same liar I have always known you to be.
Just bin it folks, save yourselves scrolling through tripe.
Of course you dont.
It wasn't a material additions, omissions (redaction ) or misrepresentations in anyway shape or form.
There is nothing to defend because nothing has happened. If it botherers you so much why dont you go and report them to AIM regulation and see how that goes.
Anyway as Mark Twain said “Never argue with stupid people, they will drag you down to their level and then beat you with experience.”
See Ya.
In a whimsical twist of fate, our dear old foe, Mr Sheedy, better known as Walter Mitty, finds himself rubbing shoulders within illustrious echelons of the financial world, where his insights command the rapt attention of not one but three of the most prestigious financial media outlets. With a twinkle in his eye and a knowing smile, he leans in, confiding in those around him about the extensive discussions he's had with these titans of industry reporting. "Ah, the three I've been in deep discourse with," he muses, his voice laden with the weight of unspoken significance, "Of course, we're not talking about your garden-variety AIM media here." The air around him crackles with the unspoken names of these esteemed publications, their identities a closely guarded secret, known only to the select few who inhabit Walter's vividly imagined inner circle.
Well name them.
"3 mainstream financial media outlets"
And which three media outlets are they?
It's irrelevant. We already know it works, they are just validating the enhanced enhancements if you like. If it's a positive response they charge price A, if it isn't they charge price B. This has always been known since the trials have started, it doesn't change the complexion of anything (apart from your skin!) You dont know the results of a trial until you have done the trial, hence “in case of positive responses” translated to, "if we get positive results."
What part is boardering on fraud exactly?
I see Opti have done a placing today
It seems they are not willing to sell at this price which is a good thing.
Terry
Fear drives your insults guys I can smell it If someone has an alternative view they are a pathetic troll Let’s see what tomorrow brings It’s not long to wait! I am not buying yet but I’m thinking a man of experience like myself could make money here while you lot get the experience You are all pseudo experts incapable of intellectual challenge so all we get are insults and a fantasist who discovers hidden messages Don’t worry I will analyse the Acne results for you and explain basic statistics
Timelines slip as it did with the first m&a. What matters is croda delivers and there is confidence they will. If you cannot see this ol'fololish, thats down to your petty mind blinded by your troll activity. At least you get the attention you crave even if its ridicule. That tells us a lot about how pathetic you are, ol'foolish.
Oh to be a troll on an internet board of an AIM company one isn’t even invested in. Isn’t there so much more to life Oleric?
For what it’s worth the piece is fantastic. I’m stunned that isn’t disallowed in the Croda contract but the piece is clear that it is possible. It is news about Croda itself I’m next interested in now we know it’s merely months away, but any bits of side news on anything else in the meantime will be gratefully received!
What an absolute tool. Oleric you need to take a chill pill. You are massively discredited. Nobody listens to your utter drivel
So speaks oleric the pompous prat. Get a life and give us a break.
Steady on with the celebration guys The share price is 8 Pence not 80 ! All this awaiting the nailed on Croda News I don’t like to inform you but if it’s nailed
on then it’s priced in !
El Fantacisto is fishing and spotted another Croda If that’s not a red flag then I don’t know what is! Wasn’t this company going to be transformed and unrecognisable by the end of this month? I have the money in my hand but need more convincing At some stage this company is going to have to sell something other than promised Every dog has its day and I’m happy you all enjoyed Friday but 8 pence Give me a break!
Brilliant. Do you sleep? Your update today provided a fab example of the ceo cfo team and may provide an example why the cfo in particular is paid so much. You explained the strategic synergy brilliantly. Its not just accounting, its corporate building with wider opportunities with built in insurance policies. This is what people like me pay for. I would never have arrived at todays analysis. SA agrees as well. Awesome.
Elrico, your update today is brilliant. I think i know where you are fishing. Wow!
Aquae,
Loved the snake oil joke. I'd forgotten that.
Ref CFO salary. You make the point I also laboured some time ago. IMHO, this will be evidenced in due course. I have gone on a fishing trip. I'll report back in due course. IMHO, there is another Croda in the offing! Wait, what!!
With the possible exception of two underwhelming videos, yesterday's presentation was excellent.
It was good to see SA clearly and firmly layout SBTX's strategic direction and upcoming deliverables at the same time as rebutting the negativity that has been much in evidence recently. His message was clear and to the naysayers a very direct., 'F*** off'!
Thanks bubsythecat for your post with TW's latest. It's the closest he'll ever get to an apology but I suppose a start in the right direction. As for our local trolls, e.g. Oleric and Belgrano, they've gone very quiet. Probably choking on humble pie!!
There is still a lot of negativity about Manprit. Agreed, he doesn't come across well in presentations but why should he? He's a bloody accountant not a marketeer. Given his background, he would have been all over the Dermatonics acquisition. A gem of a purchase and clearly an excellent fit for SBTX's strategy
The manner in which SBTX is developing, albeit slowly, IMO both SA and MR are perfectly entitled to their salaries. Even those before yesterday's announced reductions.
Chief, can't help remembering the old joke triggered by your name about the Red Indian Chief with terrible indigestion who sent his squaw to the Doctors for a remedy. The Doctor send her back with a tablet that would help the Chief break wind and alleviate the problem. Next morning the Squaw returns to the Doctor and says Big Chief no fart, so the Doctor doubles the medication and tells her tat should do the trick. Next morning the Squaw is back, Big Chief still no fart. The Doctor says it really should have cleared the problem but reluctantly doubles the dose again. Next morning the squaw is back at the Doctors. The Doctor says, don't tell me Big Chief still no fart. No shouts the Squaw hysterically. Big Fart no Chief!
Now I am not suggesting you take any dodgy tablets but you do need to cut the Board some slack now. Whilst the Axis figures are small in number, the retention rates are impressive and you need to consider that the figures were not aimed at pi's rather than multi-nationals where it screams out if you have a decent marketing budget for a relatively modest once off outlay you can attract a whole new Customer base that will remain loyal for years and take a generous share in future revenues in return. Also, Manprit was brought in for his "Company Acquisition" experience rather than his internal accounting skills and if the Umesh Modi deal which he would have been well aware of during the Dermatonics due diligence process proves as lucrative as I believe it will, and other acquisitions when finances permit, deliver the synergies promised, then he will be well worth his salary so let's see how things play out before judging too harshly.
Waggy, I do think you’ve got a fair point on the CLN, but I also take SA’s point that with barely any income the company didn’t have many options for the first acquisition. And how now we have the productive asset of Dermatonics other financing options are open to us. From the figures given, if conversions happen at the same rate the agreement will have worked out to be a cheap one, and although it may go on a while it does give investors that understand the situation properly the chance to squirrel away some shares that are being artificially held down. If SA converts the financing to a term loan or similar that wasn’t previously available then I would be very impressed with the agility. My overarching point is that although it has had a bad effect on sentiment, anyone with half a brain can see it was never a ‘death spiral’ and if it has all blown over this year it will be quickly forgotten about and we will have benefitted to the tune of a great business in Dermatonics.
I’m really pleased with the presentation and its contents. It’s not exactly been a transformation, apart from downwards, but I’m really encouraged by the clarification on the Croda doubts held by TWs sheep, the executive pay cut which I think is fair and necessary and the other minor updates mentioned. This business was valued at £100m on the hope of an Axis which launched well enough to break the company even. That did not happen though it remains a smaller and growing iron in the fire, but the combination of Croda commercialisation, on top of the Dermatonics sales and the Axis sales should get us to break even and remove us from the ‘jam tomorrow’ territory. I’m confident this will get us back to the 100m valuation. If the management team can sort the financing out and keep adding positives to the activities going on in the pillars then a 50p share price is realistic this year IMO. Much more if Croda goes down a storm.
Great news that a croda deal will happen and not a binary bet, but only a 13% rise on this news just reconfirms what a total f..k up the CLN is. I want to buy more but can’t bring myself to do so yet because we know that from the start of April the forward selling is highly likely again. I would expect yesterday’s rise will pull back and I will buy more then knowing that it could still go lower. If it doesn’t and I miss out then I have a big enough holding anyway. The fact it only went up 13% suggests many expect the same.
The main point I took from the presentation was that the Croda deal was happening, no doubt. SOH has said previously that if it went through then it’s worth £1 to share price. This is a no brainer.