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when you carefully listen to the interview, everything is firmly on track...nothing less. i fact it appears to be going very well from what hes saying.
I would say that SA was under a fair bit of pressure last week. I’m informed that Proactive were closed for a few days and he did an interview with both Tom Winnifrith and Elrico. Both of which were requested of him. There aren’t too many other avenues for him to pursue for interviews without paying for them. I’d further warrant that he spent more time fending off calls form nervous shareholders than he would have liked. Let the man do his job. Nothing has changed here other than the sell off of stock by nervous holders due to the OPTI sale because, as always, they need cash, and the arrival of a new COVID strain. Let’s face it, it’s Christmas, it’s one of the 3 annual period where people sell off to pay for the time of year. Many will be back in January. I’m a long term holder here and will top up whenever funds allow. GLA
Hi Elric, as I say happy to continue retweeting and supporting you in any way I can and never expect you to give away your work for free. My frustration was not aimed at you, it was because the only SA interview available at a sensitive time was via a paid subscription.
Nick,
Most people that know me will know they only need to PM, and I will help in any way I can. Had you asked, I would have sent you a copy? I know what it is like to be concerned for my investment and scurrying around seeking information from good sources. I appreciate the dilemma. It is the double standards (a pet hate of mine) whereby I am attacked for daring to put my paid members before non-members, and all the while, nobody complains about TW's paywall.
TW has also conducted an interview(s); his interview(s) will remain behind the paywall. Not a single person has said a peep about TW. I know this strikes some people as odd, a double standard.
I think some people are overcomplicating the issue. The way I work is I garner as much information about my investment to protect it or sell. I learned a long time ago it is sometimes worth paying for a service even if I do not like a person very much. Investors need to weigh up if a service assists with crucial decision making and if the value of their investment is worth £35 for a year. There are a few investors that valued access and eased their concerns. What price for a night of easier sleep.
For sure, someone needs to pay for a service, or what is the point in its existence?
I will not comment on my model or methodology again, other than to say I cannot keep giving my hard work away FOC.
"A Motorhead T-Shirt with sleeves, whatever next! "
Door or dartboard?
My Motorhead T-Shirts have sleeves.
Hi skid,
Having a product that Requires those signing up in effect for life for is very good for this company and certainly the norm with many pharma products but not a great deal of health food products like slimming ones.
I’ve always thought that renewal rate will be a bit lower than the 70 odd percent success rate demonstrated in our study, but compared to the horrible alternative costs and side effects other psoriasis treatments have this is indeed world class. I’ve always thought that something around 50% renewal rate will be achievable. How’re as Stuart rightly pointed out it’s going to be into next summer and beyond before we start to see concrete numbers.
Indeed I would also take a good bet that the percentage that ultimately become constant subscribers is likely to increase as many who have bought now don’t suffer from psoriasis but some other slightly different ailment which our product has been found to also improve. Those buying for these reasons have a lower percentage probability of continuing subscriptions than those with psoriasis due to the probable lower effectiveness of the treatment.
I have no direct shareholding in sbtx. I would have invested at c 60p but didn't have funds, I have 130k shares in opti.
Posts in the last week need a sense of proportion, if you invest in sbtx you should expect volatility. If you believe in the commercial opportunity and the board's ability to execute the short term price movements are completely irrelevant.
The key kpi for stbx is the renewal rate, for me this is 90% of what I would be waiting for.
I am cloistered in the closet, I will only come out when 60p is regained. I have a photo of Elric on the door wearing a Motorhead sleeveless top.
Elric, thanks for organising and carrying out the podcast with Stuart Ashman. You certainly found a very angry and frustrated CEO there, following the recent crash in the share price. Listening to Stuart, it was certainly reassuring and it's clear that whatever the reason for the drop in price (Retail investors selling or others) there is plenty more good news to come over the medium to longer term and the company is in very good hands.
Your posting of the link and the time taken to carry out the interview is very much appreciated.
Feel so much happier after watching the podcast. Great future ahead for this company. Love the enthusiasm of SA.
Thanks Elric for sharing.
Thanks for sharing Elric, it is appreciated. As I said before, my frustration about not being able to access the only SA interview at a time of extreme SP volatility was never aimed at you.
Just to make sure I wasn't going mad, I checked back and I have thanked you numerous times on here for your support and I've retweeted your tweets in the past.
Very happy to retweet your lastest tweet as well. Hope that helps.
1273
Nick,
I reserve the right to defend myself from people like you that always seem very eager to have a swipe at me, and all because you do not appreciate my business model. It is an odd situation. You request a positive dialogue, code to share my work for free. Here's the irony...I have recently shared quite a lot of SBTX research for free.
I try not to get too involved with the forums because they can be time-consuming, and TBH, there are three pseudonyms on here always moaning about the paywall but seem OK with TW's paywall. I guess they subscribe to TW!
BTW, the last podcast with Stuart is available for free. Of course, not one of you will show your appreciation by sharing it on Twitter. It would be a friendly show of appreciation that costs nothing. It is all one-way. This observation will be read as a whing rather than an example of mutual cooperation.
Kindness should beget kindness; sadly, this is a rare event on these forums.
I hope you enjoy the podcast.
Farris, good to hear your partner is seeing positive results with the product, would appreciate if you could share your Son's order number if possible. I know some say it's irrelevant but might be interesting.
Regards.
Aqua, agree with all said, we know this product works, and works well, my partner has been taking it for the last month,now no spots on her face ,her beautician commented how well she’s looks, my son who’s at uni at the moment has just ordered some, and a couple of his mates are going to order.it works, spread the word, revenues will come.
Aqua, yes fully up to date on the progress of the company and agree with your high level overview.
My comment re questioning Elric as representative of the company was based on his words:
'I communicate grievances, relay queries, and get answers. This save SA a lot of time and bother allowing him to do his job.'
Nick, last time I checked, elric most certainly was not a representative of SBTX although he could more accurately be described as an advocate for the company as are many LTH's who believe in the company and its future. To that end I would suggest it might be useful to sum up the facts and observations that led to the pre-launch share price progression:
Facts
The Consumer Study results were excellent with over 72% improvement recorded
There are 7.5 Million people with psoriasis in the USA alone
There are 409,808 USA NPF people registered on their mailing list with an average age of 49 and 54% are 35-60 years old
https://www.psoriasis.org/npf-mailing-list/
Axisbiotix has launched on schedule and Stuart is pleased with the way the initial launch has gone
Observations
Axisbiotix, from the evidence produced in the testimonials where long term sufferers have reported spectacular results never achieved with other treatments, indicates Skin have a disruptive product on their hands
For every regular 1000 subscribers £600,000 per annum revenue is generated and margins are greater than 50%
Just one percent (75,000) of 7,500,000 USA psoriasis sufferers eventually signing up will generate £45,000,000 revenue per annum
Conclusion
If you believe the product is superior to other treatments on the market then the investment case on this product alone is compelling, and then there is also skinbiotix and Croda. I don't do short term share price movements as I leave that to the charting experts, but I feel pretty confident about where I believe the share price will be post full 2022 FY results and it is a little bit more upbeat than Cenkos
Elric, as a representative of SBTX and Stuart then, please try and at least empathise with investors here who have seen their investment fall significantly over the last week, no?
What is your purpose posting here if it is not to build subscriptions for your service and promote SBTX?
The vast majority of us regular posters here are genuinely interested and invested in SBTX, it would be great to have a positive dialogue with you!
Why not share some of the positive insight you have and help investors understand the situation better and build confidence? In turn that might inspire more people to subscribe to your service and invest in SBTX?
Jimmy,
Your maths need some work fella.
Can you translate for me? Perhaps I should spell my point out to you.
Nobody should invest based on BB comments, particularly if you do not know the person or their history. Equally, nobody should investor based on what I say, or a tipster. Are you with me thus far? Cool...my point is, you should always do your own research if only to validate specific points made, which may be accurate, or worse. There is always an alternative POV, and it may not be correct.
If you do not understand this, then you're in trouble, but you have a company of eight, so you should be able to work it out between yourselves.
For an additional tenner, Elrico will give you access to his podcast of Enron's CEO telling him that his company is amazing.
hi elrico. Hmmm. Ok, thats. a point and no one should invest on the information on these BBs. But for the past year to claim you have a channel with the MD of sbtx and to give all this information (always positive and i would say often not balanced) to then say "you shouldnt rely on these BBs - see ya" is not very nice. A bit like taking the glory in the good days and then "bye" when it goes less well.
Beinthelead, I am unclear what Croda news will be next week for the past 6 months you are talking about? Croda news we have received during the last 6 months has been about scale-up to pre-launch levels documented in RNS's along with first revenue expected in 2022, and this has not changed. I presume you are talking about the "Beauty Parade" which was always spoken of as being pre-launch and expectations were for it to be at the end of this year, which may still be the case.
Letitrun, as a fellow holder in Opti shares I understand the basis of your views only too well. What I would say is that SOH and Stuart are two very different individuals and their approach to marketing could not contrast more. SOH has taken a sleepy hollow approach to promoting his products being satisfied initially with being a big fish in a puddle whilst leaving everything to his partners to promote and as a result has seen revenues start at a very low base. Stuart has been far more aggressive in his approach, and has driven targeted market through psoriasis societies which should see revenues start at a much higher base and grow far more rapidly, but as you say we need to wait for the bottom line figures to see how successful the approach has and will be. What I will say is that psoriasis is a very visible condition and hence it will be easier to promote a treatment that is seen to work and is not life threatening rather than a product such as lpldl which whilst world class is addressing people with high cholesterol and blood pressure that doesn't tend to manifest itself until a stroke or heart attack occurs. At this point the medical profession steps in and prescribes known remedies based on statins which will contribute to slower sells build up
Letitrun - it will always fine the case unfortunately. This will bounce back, but the rampy £1.20 post subscription and croda is coming home to roost. Like I said yesterday, I hope this now opens the eyes of the PI.
Croda news has been ‘next week’ for 6 months. The market now want data, which is unlikely to materialise this side of Easter, IMO.