Member Info for AquaeSulis01

Maybe or maybe not but the Bosch takeover talk is not going away

Talk that Bosch wants bigger chunk of Ceres Power
There is talk in the market that engineering giant Bosch wants a bigger chunk of the London-listed fuel cell technology developer Ceres Power Holdings.

Bosch owns 18 per cent of Ceres Power, but there is speculation that the German firm has been weighing a bid for the whole business, possibly with a partner.

Ceres Power originally spun out of Imperial College London and floated on the AIM market in 2004.

It has been refining its fuel cell technology and now its core product is a 'steel cell'.

Earlier this year, the company signed a collaboration deal with Bosch and the Chinese firm Weichai Power, which owns about 20 per cent of Ceres.

Bosch declined to comment.
https://www.thisismoney.co.uk/money/investing/article-10816791/STOCKS-WATCH-Buzz-Audioboom.html

Should give a boost to the share price

The company have told you in the RNS that they need to raise money "The Directors have prepared detailed projections of expected future cash flows for a period of twelve months from the date of issue of this interim statement. These indicate that the Group will need to raise additional funding in the following financial year. The Board remains confident that the Group will be able to secure the required funding through strategic investment, equity issue or other financial instruments. However, the timing and availability of funding sources is currently outside of the control of the Board and none of this funding is committed at the date of these interim statements. Whilst noting this, the Directors continue to adopt the going concern basis in preparing the consolidated financial statements."

Yes noticed the Times avoid and looked a typical piece of lazy journalism emphasising the Netflix loss in subscriptions but ignoring the increase in Disney subscription numbers based on superior content

ITV discussed at 7.30 in
https://ukinvestormagazine.co.uk/itv-compass-group-and-vela-technologies-with-alan-green/?mc_cid=6f1d11296b&mc_eid=47d95d88cc

Plus H&L view
https://www.hl.co.uk/shares/share-research/202205/itv-tough-comparisons-ahead?utm_source=Silverpop&utm_medium=email&utm_campaign=E00RN&utm_content=Share%20research&theSource=E00RN&Override=1&utm_campaign=E00RN_Share%20research_update_Holders_New&utm_source=AdobeCampaign&utm_medium=email&theSource=E00RN&e_cti=7419303&e_ct=T&Override=1&deliveryName=DM20583

Oleric, It was my decision to share on the BBs no-one else, so as the only chip you can see slimbiome in is the one on your shoulder, perhaps it would be more productive and beneficial for you to spend your time on a share you are invested in

Progress has certainly been slower and steadier than we all anticipated, but at the current market cap and economic climate, slow and steady may just prove to be the sort of company to stay invested with.

The large holdings in Skinbiotherapeutics and Probiotix Health, alongside the now core prebiotic products that are likely to double in revenue this FY with the launch of leanbiome with THG and the planned extension of slimbiome product ranges by major customers (see the unsolicited quote from SOH below for sharing courtesy of lemmings investors) should be enough to warrant a large mark up on the current share price. Also the company has no debt and no need to raise money and of course any launch of sweetbiotix will be a very nice cherry on top. Rarely for me I offer an opinion in the circumstances of a strong buy.

“What happens with large partners is that they launch, and if the product is going well, they look to extend the range and possibly countries. Our products are going very well, and from the feedback we are getting from partners enticing new customers (one partner told us they had a 35% increase in new customers from buying our products). So we now have several partners looking to extend product ranges to create a more extensive portfolio which gives them a whole customer experience (shakes, snacks, sweets etc.). This gives them multiple buys from a customer and, of course, more sales from our point of view. So we have crisps, ice cream, gummies, puffs, Doritos etc. You will see them soon.”

Roll on tomorrows update when we will have some more facts to discuss rather than read personal slights between people with too much time on their hands

It is a RNS Reach which means currently no significant revenues associated with it, so jam tomorrow at this stage

nick, also from the same half year RNS "The influencer activity, along with highly targeted Facebook/Instagram ads, created using the influencer content and their audience's data, started in February 2022. The influencers have, so far, posted once, showcasing the product and highlighting its benefits. The content has been delivered to over 100,000 of the influencers' followers and produced an extremely positive 20% overall "engagement rate".1 Facebook/Instagram adverts, created using the influencers content, maximising the overall campaign ROI, have so far generated over 3.5 million ad impressions reaching over 1.9 million individuals. In this same time period, although starting from a low base, the online store has seen a 287% increase in traffic, a 428% increase in social media referrals and a 335% increase in subscription sales, compared to the same period, prior to the activity starting. Influencers are now due to post for a second time, to another 100,000+ followers, updating them on the success they have seen whilst using the product and the content is excellent. More influencers are being selected for phase two of this activity, which will start at the end of March 2022."

So some RNS evidence of increasing sales

Yes whilst the rumour is just that, there is a named Company (Bosch) and as yet no denial from Ceres or Bosch. The weaponisation of energy by Russia has really focused the minds of Germany on the need to transition away from fossil fuels as quickly as possible. The big short term event for me with Ceres is the SOEC demonstrator due to be completed this year, Bosch will be well aware of the progress made so far and the likely outcome I suspect and this could be the catalyst for any bid. At times like this, until a prospective bid is made or totally proven to be false, then short term chart movements are irrelevant

Yes been tried before on Have I got News for You

https://www.dailymotion.com/video/x3azcyu

Trading update due on 11th May

Well if the upward price momentum is maintained to cop today perhaps you'll consider re-naming yourself to Bournemouth Tomato to match the colour of your cheeks?

Which part of ITVX being free as it is supported by advertising are you not understanding Me12? People are cancelling their Netflix subscriptions to save money which wont be an issue for ITVX in fact it may increase their potential viewing figures

Just came across this interview with SOH that sheds some light on the difficulty selling probiotics (not normally associated with food supplements) in the USA market.

“It has three independent clinical studies. These are key to making health claims on the packaging and accessing the high value pharma, GP, and hospital markets where you need supporting clinical data. They are also key to accessing the US market to avoid class actions which are common for probiotics in the US.

“ You need to be very cautious about accessing the USA market without having the clinical studies to support the use of your product.”
https://www.yorkshirepost.co.uk/business/how-stephen-oharas-business-empire-is-on-a-mission-to-save-lives-3665353

Dobbin,

SOH genuinely believed we would hear news of at least one launch in the second half of calendar year 2021 based on his Investor Meet presentation circa Sept from memory.

We have also been told that final scale-up by our US partner has been achieved but they are now leaning the process to remove as much waste as possible. Taste tests have already been carried out for some products so may not have too much longer to wait hopefully.

On a separate note came across this latest interview with the Yorkshire Post
https://www.yorkshirepost.co.uk/business/how-stephen-oharas-business-empire-is-on-a-mission-to-save-lives-3665353

Heartening to hear about the success of the product for both your daughter and yourself Toyin from both your health and investor perspective. Elrico may well have already posed the question re website wording on behalf of shareholders, I will see whether he comments or not, but happy to contact the company otherwise.

Hi Toyin, first let me emphasise I am talking about the wording on the Axisbiotix Ltd website which I suspect covers this specific blend of axisbiotix product and future anticipated blends (think Optis Cholbiome bp, cholbiome vh) to target other "psoriatic like" skin conditions such as (and I refer to the Bright Study list) acne, eczema, contact dermatitis, and rosacea, not the wording on the Axisbiotix product packaging itself which appears to be what your link refers to. Hence I believe that the wording on the website appears to have been chosen with the generic brand of axisbiotix (current and future) in mind rather than this specific psoriatic designed blend of axisbiotix rather than with any legal rules in mind. Indeed, if you think about it, as the Bright Study only states that "177 reported that they had psoriasis, 42 reported that they
had psoriasis and some other skin condition, and 48 reported that they had a skin condition different from
psoriasis, such as eczema, acne, rosacea or contact dermatitis. This report focuses on the results obtained for the
participants with psoriasis only." but then only produces the results for the 91 people with psoriasis that completed the study, it could be said that wording that infers axisbiotix alleviates skin conditions like psoriasis, is more misleading than saying it has shown to alleviate psoriasis itself because the company has only recorded anecdotal evidence for the latter.
The reason that I feel so strongly about the website wording is that all the marketing is targeted at the psoriatic community via adverts and influencers, someone with acne or eczema will never find this site as it does not flag up on google searches etc. So all the wording on the website needs to be specific to psoriasis until such time as new blends are produced targeted at other communities. After all, a person with psoriasis will be interested in whether it is likely to help with their type of psoriasis not a condition like psoriasis
https://www.nhs.uk/conditions/psoriasis/symptoms/

https://m.facebook.com/AxisBiotix/posts/198674208961907 See the reply to Scott. Perhaps when they develop the blend to specifically target acne they will advertise that as addressing symptoms like acne as well which will also make it sound like snake oil