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;) brilliant - just spilled my coffee laughing at that
Leap,
Your suggestion that the cosmetic giants would wish for a guaranteed supply of the lysate is not as far fetched as the inhouse twerp suggests.
What has Ashman achieved, we have ground breaking science and he has have diluted shareholders with a heel balm.
He can't even communicate to the shareholders, hides behind a pathetic nomad. We need a RNS update urgently, share with us what is going on Ashman & stop hiding.
No bottle, no news. Maybe he'll work over the weekend & come back with a fresh approach on Monday. We can but hope......
Dermatonics products now being sold direct on Amazon.usa
https://www.amazon.com/s?k=dermatonics+once+heel+balm&crid=2CP2A4NQ207O3&sprefix=dermatonics%2Caps%2C247&ref=nb_sb_ss_ts-doa-p_3_11
If they can get the heel balm near to the sales volume to the listed competitors we might have something to be pleased with.
Im hoping the acne delay is because it’s coming with a global distribution deal.
I think we all need to step back a little. SA said he would communicate every 2 months / 6 times a year. He has already presented twice since January so as long as we get something before end June he has fulfilled his promise. Secondly, I would imagine he's trying to get this infernal loan note cleared before he releases anything else as that is what is holding us back. If you look at the last presentation from SA with excellent Croda news and Dermatonics etc the SP rose significantly but came right back down as conversions were issued. Why push for good news until that note is removed? I'm not saying he can remove it altogether but any significant reduction would surely alleviate investor nervousness.
You're too kind, there is no reason why the Acne results cannot be shared this month and given SA's track record it will probably be on the 31st at 4.30pm. Hope I'm wrong and it arrives tomorrow but I don't hold out much hope.
GLA
Mad, "Why push for good news until that note is removed?"
Firstly it would generate volume for the CB to be sold into, secondly, if it were "good news" it would hopefully raise the share price which would mean the bond holder converts at a higher price and it would be less dilutive to existing shareholders, bwtfdik!
More than mad, obviously.
Toyin, I'm merely pointing out a broad assumption based on the interims. A solid presentation with excellent news from Croda and Dermatonics and the SP shot up and then slipped back to previous lows. If he released acne or indeed anything else we are likely to see a brief rise and a return to previous pricing because of the looming spectre of the note. Why not clear the note and then release? I totally understand your approach and you are correct, I am just thinking of the unjust kicking he received from TW and the fact that many are baying for blood here and simply stating that of I were he then I would try to clear the note in its entirety and then issue news (that is assuming he is able to do that given the rules) Just my humble opinion.
mad, i understand what you are saying and whilst the news from croda and dermatonics was good, it wasn’t exactly going to give the share price a long lived lift, we need revenues for that. the cb is what it is but the way macquarie/clg have dumped was obviously not part of the plan. for me, i would prefer a very strong modi forecast that can clear the bond, get rid of the bankers and keep dilution to a minimum, i dont want to give these ****ers one more share than absolutely necessary. who knows where we are up to with the remainder, hopefully sa has got it away to long term shareholders like the first lot, i just want it/them gone asap.
Another day and radio silence from Ashman as he continues to treat shareholders with utter contempt.
And yet the sp continues to creep up, perhaps silence is golden until there is something meaningful to report
Well said Aquae, Bazzaman seems bored, he’s posted on several companies boards this morning, never anything particularly positive at any time. I prefer the slow rise to the big jumps, it keeps the market makers away. As I said earlier, as long as SA presents before the end of June he will have fulfilled his promise. Let’s hope the next announcement is a further reduction or clearance of the loan note. I’ve lost track of how much is remaining? Is it £800,000?
You must be mixing me up with somebody else MAD, I've only posted once today and that was here.
Weird comment.
Its £890,000 Mad, but looking at the trades and share action over the last few weeks I believe the CB is being worked through. Fingers crossed we are nearly done and can keep moving up.
Fingers crossed Toyin. It would be great to see the CLNs gone by the time Croda launches so there is nothing to hold us back and no uncertainty about which easy the fortunes of the company are moving in.
Mad, SA does intend to present towards the end of Jun; see his comment on a recent response to a couple of questions I raised and he kindly answered
Stuart,
First of all thankyou for the very full and positive presentation on the Investor Meets platform.
I have a couple of questions regarding the demarcation between the 5 Pillars, for instance we were informed by Greg that the Dermatonics Once Heel Balm is prescribed as a treatment by over 4500 GPs and Specialists so why is it only categorised in the Medical pillar rather than the Pharma Pillar as well and where would it sit if you were to separately list the Companies and why?
The boundaries between the Skinbiotix (Cosmetic) and Medical pillars are equally blurred. Whilst I appreciate that as an ingredient because of its many properties it can straddle all the pillars depending on its use, when it is used as a cosmetic to reduce wrinkles surely with the clinical evidence behind it, it is only the concentration of this active ingredient in a Customers final product that will determine whether it is medical (recommended by a specialist) or cosmetic? Assuming my assumption to be true, then as the current agreement with Croda is for cosmetic use only, and in some instances they supply the ingredient only and have no control over the concentration and which "premium products" their Customers use it in, wont you need to extend the terms of the agreement to include medical use?
Thanks in anticipation of a response
Firstly, please accept my apologies for the delayed response, your original message appears to have been filtered for some reason or other, this occasionally happens with mail from Hotmail addresses.
In answer to your questions please see below:
1. At this moment in time the Dermatonics once heel balm sits within the medical device pillar but does potentially hold a place within the pharmaceutical pillar. Products like this are often difficult to pigeonhole. The pillar approach was launched four years ago and, as with all strategies, we must remain somewhat flexible. In some countries the product is sold over the counter and this is where the blurring occurs. Were we to list the pillars individually we would need to have some form of end point carve out. We are monitoring endpoint purchase at present and will adjust accordingly.
2. This one is rather tricky, you are correct in your assumption that the lysate can be used in both cosmetic and medical applications. The Croda agreement relates very specifically to one sector of application, active skincare in the cosmetic field. Our agreement allows access to the finished product to then sell into the medical device space. This does not require an amendment to the agreement with Croda.
I will be updating the market as to recent progress before the end of June as per my commitment to deliver six presentations each year. We have conducted two IMC meetings thus far this year and are due another before end of Q2.
Many t
Looks like the SP creeping up has hit the buffers whilst Ashman contemplates his naval with his once every two months update. Does that mean the Acne results have had their goalposts moved from end of May till the end of June - who knows, ridiculous.
We have a CEO who is an idiot and Croda may be marketing a cosmetic-changing product. Why is the market cap so low, Ashman's naivety and arrogance?
6 presentations a year out of around 240 work days, sums up his commitment really - pathetic.