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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.
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.
More than mad, obviously.
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!
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
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.
Im hoping the acne delay is because it’s coming with a global distribution deal.
If they can get the heel balm near to the sales volume to the listed competitors we might have something to be pleased with.
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
No bottle, no news. Maybe he'll work over the weekend & come back with a fresh approach on Monday. We can but hope......
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.
What has Ashman achieved, we have ground breaking science and he has have diluted shareholders with a heel balm.
I agree TC
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.
;) brilliant - just spilled my coffee laughing at that
Top Prize goes to leapfrog for the most unlikely reason for SP rise and its notable that 3 people are daft enough to agree with him.
Maybe they're pumping it up so they can convert the rest of the CLN's again.
Maybe companies buying the lysate are now considering the amount that they need to buy/secure over the coming year and their marketing budget. I am presuming it’s this that is beginning to leak.
Also struggling to get a price for a GBP1000.
Looks that way, i can't get an online quote for relatively small purchases of £500 at the moment (AJ Bell nor H&L) but can sell larger mounts
It was getting increasingly difficult to buy larger amounts late morning around 9p. Now you can see why with that £32.44K purchase. As you say, might be a bit 'leaky'....
Leaky news around the corner, let's hope so.
So much buying and only 6% up. Time for the MMs to let this go....
Well, there are buys coming in this morning.
I’m a big fan of the potential within this company, but it’s impossible to disagree with you Bazzaman. The team are either letting us down with their lack of successful commercialisation of that potential, or they are simply not bothering to communicate any good work properly with shareholders; the latter being a previous issue and something we have been assured would not continue to happen.
I’m really surprised the board have left shareholders in a position where the SP is languishing in single figures for so long when it should be up at 30,40,50p. It is giving the impression they are helpless and if that’s the case we have to seriously question if their interests align with ours. Their wages are advantageous enough for them even if they achieve nothing.
We’ve been told so many times Croda is out of the control of the board, maybe that’s a good thing looking at how Axis/Acne is being handled. I’m starting to become bemused by the team that tells us they are amazing whilst producing practically nothing tangible. I’m sure I’m not alone in that I have been patient and understanding for a period of years now.