RE: Zenakine25 Apr 2025 20:25
I’ve managed to unleash not one, but two podcasts for your listening (and possibly suffering) pleasure. The first features the legendary Mike Caine (better known as PJ1), Chris — the shy, naked trader and honorary plastic Scouser (Toyin) — and yours truly, if you can bear it.
The second podcast welcomes John Jack, a high-net-worth individual with a serious business pedigree. Between us, we aim to offer some valuable insight into the workings and strategic possibilities that may (or may not) unfold between SBTX and Croda.
Both podcasts are open source and available for everyone to enjoy — or endure — over the weekend. Should you feel the urge to pass judgment — whether praise, constructive criticism, or polite heckling- feel free to leave your thoughts in the comments section beneath the podcasts.
I genuinely hope you find something of use (or at least mild amusement) in them!
Please hit the like and restack, it’s important because it boosts our work, and we all benefit. Thank you.
In this episode, we delve into SkinBioTherapeutics’ NDA progress, its current cash position, and recent commentary from brokers. We also entertain a rather extraordinary theory—potentially mind-blowing, or, admittedly, bordering on the eccentric. Either way, it raises questions worth pondering.
We reflect on investor takeaways from the ongoing situation at Minoan, highlighting key lessons that shouldn’t be overlooked. The conversation then shifts to a recent milestone event involving Insig AI and the FCA, before concluding with a discussion on OptiBiotix, where we attempt to clarify the company’s current standing and strategic direction.
I genuinely hope you find something of use (or at least mild amusement) in them!
#26: https://lemminginvestor.substack.com/p/investor-podcast-26-870
#27: https://lemminginvestor.substack.com/p/investor-podcast-27