Member Info for AquaeSulis01

The other thing overlooked re payment lead times is the once-off impact covid had on businesses of all sizes for the payment period in question.

62% of all small businesses experienced either an increase in late payments and/or had payments frozen
completely as a result of COVID-19
Source - Federation of Small Businesses

Where did you get a 10% royalty figure from Clio? The actual agreement states "Any licensed products resulting from this agreement will be sold to Croda's global portfolio of Personal Care customers. SkinBioTherapeutics will be paid tiered royalties based on global sales revenues on any licensed products derived from the partnership which will be subsequently agreed on successful development of the technology."
Also, worth focusing on the quote at the time of the agreement from the Sederma MD where the word essential ingredient augers very well for the scale of future revenues, with the right marketing, which it will surely get, the pre-registration queues for end user products containing skinbiotix are likely to be repeated
"Arnaud Fournial, Managing Director of Sederma, said:

"The SkinBiotix™ technology has a solid scientific foundation which attracted us in the first place. We believe the technology has the potential to become an essential and significant component of cosmetic products within the rapidly emerging skin microbiome market. We look forward to a fully collaborative partnership with the SkinBioTherapeutics team and to seeing SkinBiotix™ being embraced by our global partners as a key ingredient across a variety of products to protect and rejuvenate skin.""

mol, as SOH has agreed a further 12 mth lock-in re SBTX shares, why do expect further sales over the coming mths to keep the lights on?

Why not really set the hare running and suggest a bidding war with Smith & Nephew stepping in to ensure they secure Medibiotix for their Wound Care Arm>

Meanwhile, back to reality, Skinbiotherapeutics crack on with the day to day job or growing the business
https://www.reed.co.uk/jobs/customer-services-executive/45369792?source=searchResults&filter=%2Fjobs%2Fjobs-in-newcastle-upon-tyne%3Fsortby%3DDisplayDate

Good luck with trying to predict and buy in at the bottom boy; from my perspective, with the anticipated announcements due this year , led by the completion of the SOEC demonstrator, any buy in opportunity sub 10.00 is a welcome opportunity and I have added today accordingly despite already having a substantial holding

I bet Christmas is a barrel of laughs around your place Lord, with all those positive comments you generate a negative out of nothing.

Why not focus on the following and be upbeat:

"It's worth pointing out that OptiBiotix has received just over £8million to get to a market cap of around £41million, but, as noted above, is essentially self-funding.

Cenkos, using a sum-of-the-parts model, values the company at £160million.

Even if you think the company's broker is being over-optimistic with its assumptions, it's hard to explain OptiBiotix's current discount market capitalisation given the operational and commercial progress made.

Perhaps the OptiBiotix's potential will be recognised as the year unfolds.

'With seven high profile large corporate, retail, and pharma partners in multiple territories, expanding product ranges and territories, a greater focus on direct-to-consumer, and greater investment in sales and marketing, 2022 should be a year of strong growth,' O'Hara says."

Isn't 7537 part of the area that RR Australia are calling 7540 (outer Ballarat) where they talk of 3 competing licenses?

Curious so many posts about axisbiotix under the skinbiotix thread. But as the discussion has moved once again to the success or otherwise of the axisbiotix soft launch, it might be better to focus on the facts published in RNS's rather than speculation in newsletters etc.

The one fact that catches my eye appeared in the 30th Sept Launch RNS "hrough its subsidiary AxisBiotix Limited ("AxisBiotix"), SkinBioTherapeutics has begun receiving and storing finished product at its distribution centre in the Netherlands. The warehouse is 10,000sq metres and is located in Boxtel near Eindhoven which has been carefully chosen for its proximity to the Company's formulation partner, Winclove and its distribution links to the US, UK and Europe. Readying of finished product is ahead of schedule for launch."

Now 10,000 sqm = 107,639 sqft and I came across this site which aids companies to calculate what that means in terms of actual storage capacity for their products and interestingly they use as an example calculations based on a 100,000 sq ft warehouse. Now, I don't suffer from psoriasis so haven't seen the actual box sizes but assume they are less than 1 cubic foot in which case, the warehouse rented by skinbiotherapeutics should be capable of storing 350,000 boxes. So I suggest people stop focusing on the actual numbers at soft launch and instead listen to Stuart when he says he is delighted with progress and has no concerns to report to the market and exactly what that potentially means in terms of future anticipated revenues based on the size of the warehouse rented.

"So, let’s take the middle of that range — 490,000 — and say that’s the storage cube size to aim for to achieve the optimal warehouse storage efficiency. This number, of course, will vary for every warehouse. But for the sake of this example, let’s say this particular warehouse has a 490,000 storage cube size. Warehouse managers and designers can then lay out the facility with optimization and efficiency in mind, and you can calculate how much of that storage cube size you are actually utilizing. If you are storing 350,000 of product, you would be using 71.42% of the optimal storage space that is available."
https://www.tpsupplyco.com/how-to-calculate-warehouse-space/

Well let's hope we get news that the Croda scale-up is complete and that one of the beauty parade Customers is Boots in time for this year's No7 launch; remember this from 2020?

https://www.walesonline.co.uk/news/uk-news/thousands-waiting-list-buy-boots-18309663

Mining giant BHP has unveiled plans to pump $100m (£74m) into a nickel project in Tanzania as the shift to electric vehicles drives up demand for the metal.

The FTSE 100 company has made an initial investment of $50m into private UK firm Kabanga Nickel, which is the largest development-ready nickel sulphide deposit, with a further tranche of $50m agreed.

It comes amid a race to source crucial raw materials needed for the energy transition, with nickel playing a key role in the development of electric vehicle batteries. The project will also produce cobalt and copper.
https://www.telegraph.co.uk/business/2022/01/10/ftse-100-markets-live-news-share-prices-energy-unemployment/

What an odd statement Draft, whilst I am tempted to reply "how long is a piece of string", as the RNS clearly states "The new product line of the Partner is aimed at increasing lean muscle mass which is scheduled to be rolled out from January 2022 in Europe and Asia. If the product line is successful, it is expected to be introduced to the North American market in due course. The agreement is expected to generate approximately £1m in annualised and recurring turnover for the Company starting in 2022. First orders worth £200k have been placed and are on schedule for delivery in early December 2021."

Now the initial £200k worth of ingredient has been supplied by December as evidenced by the MyProtein Impact Diet Lean this January, so there will be no doubt the £800,000 ingredient balance can be supplied over the full 2022 year if the budgeted demand is there, and there will be scope to scale up on this judging by the speed that the initial order was met.
The acid test will be whether THG can shift the new product at a £5 premium to its current offering and that will depend on perceived results from its customers.
https://www.myprotein.com/thezone/supplements/weight-loss-new-products/

Tom W not happy with the NED options agreement
"Then onto Optibiotix (OPTI) where its NEDs have behaved in a most disgraceful way with free money share option troughing. As a loyal shareholder this is another kick in the gonads for me and I urge Steve O'Hara to sack three of the four of them and replace them with one new, less greedy, individual. Actually I'd go for all four booting out chairman Neil Davidson as well."

Wouldn't expect it to include SOH's options as the 2014 agreement saw him receive 6,099,135 options at 0.08p with no performance criteria attached exercisable up to 17th Sep 2024

skid, to be fair, systemic risk such as Covid, are certainly not in the control of any Company Management. I agree with obone on this one that it strikes the right balance of retaining quality staff without significant wage inflation or share dilution, whilst keeping the performance related targets that we all want to see delivered such as the secondary and more lucrative product launches for sweetbiotix and the Microbiome Modulators

Very comprehensive update and visibility of the total warrant and option situation very welcome. it will be a challenging year ahead balancing the books with the additional staff costs that come with Paul's fast growth aspirations, but he is an Accountant and given a little bit of luck with the drill projects, should be rewarding.

Wonder if that means we will see Opti products in the supermarkets bearing in mind SOH has previously stated he didn't want to take the hit on lower margins?

For those interested, H&B is doing a buy 1 get the second for a penny with an extra 10 or 15% off at the moment online. So for a meal replacement (the strawberry flavour is back in stock and delicious) you can buy 4 bags for £36

belgrano, probably best yo focus on the target 25,000 subscribers by 2023 rather than guess shorter term figures. I am concerned that people do seem to be re-writing history though regarding skinbiotix, let's be clear the Croda launch of the anti-aging cosmetic ranges via a dozen household partners, was anticipated for Q4.

belgrano, what a charitable and very patient chap you are continuing to respond to someone, who if you check their posting history, continue to trot out the same things despite being given very plausible and factual answers many times before. I'm afraid I am less patient and have done my bit for the environment by recycling waste in a green box , here's to a prosperous and Happy New Year

Thanks mol, at least you are looking out for shareholder's interest.

Telling difference between the priorities of two of my investments reading the Christmas tweets;

OptiBiotix Health
@OptiBiotix
·23 Dec
From the team here at OptiBiotix, we would like to wish all of our customers, suppliers and partners a Merry Christmas and Happy New Year!

Power Metal Resources
@PowerMetRes
·
24 Dec
#POW
“I wish all our shareholders a very happy Christmas and a prosperous 2022. We will do all in our ‘Power’ to continue to drive this company and build value in a revolutionary manner”
@PowerMetRes
CEO
@pauljohnson9691