The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Bear in mind this 1 year after the IPO you're confused and you've been looking everyday. On top of that the media is still calling it a cannabis company
It's challenging circumstances
LGO
No, CBX is pumping and advertising it's process. It's you that reads it as they are pumping CBD and CBG. They're not.
CBD and CBG are already in the market, google them and you'll see they're everywhere. It's the process which makes their CBD and CBG better which is the product.
This conversation is exactly why the education is needed because people just won't get it straight away because it's so confusing to people.
So where can you make that problem go away and come out with a track record you can show off about it? The beauty industry!!!
I hope that gets to the root of your question
LGO,
Thats not you buying in is it?
26-May-22 16:08:21 1.69 594,833 Buy* 1.50 1.70 10.05k
LGO
129 posts so far and STILL are not getting it. Firstly the main and unique ingredient is CBG not cbd. Thats unique to CBX and NO other manufacture in the UK has it and NO other manufacture has a patent applied for product which when it approved could be massive. The Skin whitening industry is worth billions world wide. Agreed, the main hurdle for CBX is the education to the public of what a special ingredient CBG is, hence the white paper has been produced and is being used as a tool to show this. It will take time to educate, but when the Penny drops with the public it will rocket. It's really simple, you either believe in what they are doing or you don't. If you do, put your money down. If you don't Jog on and go and bother another board. Either way p**s on the pot or get off.
"I see CBX's product as the quality ingredient delivered by their process, you seem to see it as solely the physical product CBD."
What I am trying to explain is that CBX is making a big song and dance about their ingredients (CBD) in a market (beauty) that either doesn't get the relevance of it or simply doesn't care about it. Now why would you want THAT as a branded manufacturer?! You can't ask a premium for something people don't care about.
Absolutely that strategy is flawed but it does explain our difference of opinion. I see CBX's product as the quality ingredient delivered by their process, you seem to see it as solely the physical product CBD. Slight difference but very different consequences.
I never said healthcare equals pharma. I'm going from one extreme to the next to explain a possible route from beginning to end.
Pharma is massively complicated as an end goal hence you start with OTC products in beauty where it's a quicker entry, people pay premium prices based on results not ingredients and also to provide proof people will buy them despite the stigma currently attached to the ingredient, white paper shows you have provided education to whoever wants it despite the fact it will be largely ignored by beauty consumers.
Next stage is healthcare which provides further evidence people want it.
Pharma will want that proof as a basic minimum entry requirement, they are looking to cover themselves before maybe purchasing patents for them to continue themselves into pharma with their larger resources etc etc
Healthcare does not equal pharma. You are going from one extreem to the next. You could have far less regulated status like OTC, Herbal remedy or simply a food supplement. Needs to be checked by regulatory experts but it is not nerely as complicated as pharma.
If you say that beauty doesn't care so much about the ingredients...well, yes. I quite agree. Then why use CBD. And why have it on your front on pack. Because no
nobody cares. You can see why this strategy is flawed.
i'm thinking beauty is the testing ground for providing proof to the healthcare market which is a far bigger challenge and requires jumping through far more regulation hoops.
I don't think the beauty market cares so much about the ingredients but the white paper provides proof that all information was provided and they still bought it.
You don't need a big office to file patents and let big pharma do all the legwork
I get the point of CBG vs CBD, but that is only relevant in the categories where consumers accept the added value of this ingredient. And that today is in healthcare not in beauty. And to me that is very significant because, if consumers don't see the relevance of CBD in a beauty product, why on earth would the (a) buy for it and (b) pay a premium for it. Because it has got CBD in it and they don't know why it is relevant?
You could argue that the consumers need to be "educated" but that is a massive marketing challenge which requires an awful lot if investment. It's the sort of thing even major companies will be incredibly hesitant to do, given the high cost it requires. Also, you need the scientific data for it, and we all know how difficult that is...
So CBD, "yes", in healthcare, but in beauty....that is a massive marketing challenge and one a company of this size simply can't take on.
All IMHO
Roland
Simple terms is fine by me, as long as people don't mind being direct and commit to not being easily offended I'll deal with whatever style they want to deliver, just be yourself. Just don't rant and rave then when you're questioned to see how you ended up there, just disappear to rant and rave exactly the same stuff elsewhere. It's a bit dull
I'd say it's pretty similar experience for everyone involved in this share but the perceptions of what and why it's happened has created a very clear divide with some tribal stuff going on that means a split down the aisle. I actually think most of it is because people have gaps in their knowledge that they can't be bothered to fill or don't know how to fill so it's easier to explain it away with myths and fallacies. They've got this obsession with sounding right because you mustn't be wrong, somehow that would be the end of the world.
There are so many limiting beliefs that are held that just simply aren't true and actually reduce peoples chances but that's a long conversation..
My perception of CBX vs other CBD brands is quite simple. It's the hare and the tortoise story. New technology beats old technology that gets slowly phased out. CBX will outstrip them because their technology is repeatable and consistent.
It's not the safest bet so it shouldn't be your first investment, it's a penny stock with lots of challenges ahead to make it to the mid cap level standard some seem to be expecting right now. Expectations need to be a bit more realistic.
Anyway til another day
Candlewhacks I take on board your analysis and interpretation of what is going on. You are apsolutley right about the timetable over the day with the LSE. Sometimes I just put it in simple terms for anyone new to investing, with plenty of warnings and I call what I say as observations not advice. Even windows occasionally mellows and posts some spot on advice to the unsure investor. And obviously you get your know it all trolls , if you loose they laugh at you and say I told you so. If you make a few Bob your called a liar. You have seen the post's and are aware of the critics,as admeliora points out to. And as windows suggests there are plenty of companies in the same sector as cbx. But I separated cbx from the crowd as the company more likely to succeed in the long term. At the moment I can think of plenty of other places to stick my cash. But I'm in cbx and really don't expect any gain for myself until this time next year. And as windows did and sold at 7p last year good luck to him. If there's a blip and a bit more of a rise I'd consider it to. Like windows I've had me bit of cheese out of cbx last year. But I'm holding and hoping for a big lump of cheese. Got it wrong last year and could of sold for 9p but same as windows got 7p Cristal ball and all that. I know I will get a good pasting for saying that the 25% spread does not bother me in the slightest, I have my own reasons for that which I will keep to myself. All the best to everyone and hopefully everyone will get what they want.