Member Info for AquaeSulis01

Well thank goodness for the success of the skin investment which does make an eye watering difference to the eps now it appears in P&L. Disappointing not to hear any more about sweetbiotix progress

Direcons, mindful the first mention since the original announcement in 2018, that the company is working with another partner for some of its sweetbiotix products appeared in August this year, are we sure it is still the original partner that had only a 6mth exclusivity agreement at the time that is now being referenced?

Just moved up to 67p to buy

Seems to be open on H&L not that I have tried to deal mind

Just checked and skin is 66p to buy and 66p to sell as I type; not sure I have seen that before

Agree skid that the outlook will be the most interesting part to see confirmation of the acceleration of the H2 revenue growth predicted in the Trading update in August. Also any news on sweetbiotix would be very welcome; are we still on track for news this calendar year?
"SweetBiotix: The Company is progressing industrial scale up of a number of its innovative SweetBiotix products with its US partner and working with a number of corporates with leading positions in the Food & Beverages markets who have signed Material Transfer Agreements to develop applications. The Company is also working with one of the world's leading companies in taste and sweetness on jointly scaling up and commercialising another group of SweetBiotix products"

Pure speculation on my part but did wonder if the latter partner could be Cargill when I saw this update which included a paragraph about their "next generation fibers" but probably barking up the wrong tree

"The patented technology will also enable Cargill to produce next generation fibers. As with the initial offerings, these future soluble fibers will address key market needs targeting sugar and fat reduction."
https://www.cargill.com/2021/cargill-enters-european-soluble-fiber-market-with-$45-million

Re Ted, does it matter? He spent most of his time ramping Skin and de-ramping Opti in an attempt I suspect at getting the large shared investor base to move from Opti to Skin to boost the price short term. I can't recall a single post from him that contributed a single piece of research to the Board?

4th Nov is the date for the Next trading update so not too long to wait to see how current business is now looking

Adastra, given up trying to understand the illogicality of short term market moves and have learnt through experience to do my own research and if I believe there is a mismatch between the current market view and actual value, to just take advantage of it and be patient.

Is the new Aborigine friendly rig shaped like a boomerang so that it comes safely back from where ever you send it?

belgrano, whilst I echo your support of elric's right to earn a corn and the good works he supports, there needs to be a very discrete demarcation between elrico the public poster who shares opinions and finds with fellow pis on LSE without reward, and elric the paid researcher.

An example of the confusion that can occur if this demarcation is not in place happened Sunday/Monday, when on Sunday elrico the public poster offered on Sunday to clarify the situation raised by yourself and I surrounding Shampooheads; i.e. was it still in business or not. On Monday elrico posted an email and link which I presumed dealt with the clarification but instead led to a paywall. This led me to ask a genuine question over whether he actually meant this specific information to be publicly available, which was mistakenly interpreted by elric to be a slight on his right to earn a living which it most certainly was not.

Nick, with a non-subscriber hat on, I also cannot find an ad associated with the NPF on its current website, but as Clio has stated, if it was emailed to NPF members you wont see it. Similarly, it may have previously appeared on the NPF site but then subsequently have been withdrawn/archived because the target for initial pre-registration of interest has been exceeded, or may have been mocked up ready to support pre-launch activity and is yet to appear. I suspect the former two situations are most likely as Stuart will need to have a pretty good idea of initial interest in the product to support production runs with Winclove.
There is a leap of faith required here, but as Stuart has delivered on every promise so far, I personally am happy to hold at the current sp in anticipation of a positive launch, rather than sell and bank profits following the recent rally.

According to the H&L Financial Calendar, Optis Interim Results are out Thursday

The addition of uranium to the portfolio is very timely. I have just listened to an interview on CNBC with Oil and Gas Analyst Ron Smith who is forecasting power cuts across Europe in the event of a cold winter. His comment, when people start freezing with daily power cuts they will start changing their minds about uranium and nuclear fuel, a zero carbon option, which is the only thing that will square the circle during the energy transition as the advent of EVs will further place a demand on over-stretched energy supply sources.

Yes Adastra, logic and all the pointers are showing the next trading update will be very positive and yet the market is very short sighted and taking a seeing is believing approach here. This is one of those low risk times that small pi's who can read the signs and can buy and leave their money untouched until the news arrives, are able to make a nice return on their investment at these unrealistically low prices. Watched the Panarama programme on BBC last night that revealed up to 1 in 5 patients on the NHS backlog are now choosing to go private rather than wait at the end of a very long queue for "routine" procedures

Wow Mary, after the share price falls experience here following what was a pretty good Financial Report in the circumstances, do you really think that 10.5p per share dividend is really going to cause much of a stir in the market?

That clarification will be helpful thanks elric, because whilst shampooheads as a company went into liquidation, there are shampoohead professional products aimed at teens and tweens that are very much alive and kicking

Should add Belgrano, that I am not blind to the more obvious reason for the appointment of Geoff to promote the axisbiotix ingredient in Shampoos at a suitable point in the future, but it just struck me that Geoff and his good lady first and foremost had an idea that appealed to Children which could be applied to any product and if Stuart failed to exploit that creative flair to target the Children's market across all their product ranges, it would be an opportunity lost in my book.

Hi Belgrano,
Very much appreciate where the priorities lie and the limitations of a small team. Just a reminder that The excitement and potential significance surrounding Geoff Bell was generated by Elric's twitter announcement "Have #SBTX investors overlooked a cracking big-hitting appointment? Geoff Bell of Shampooheads as commercial director" whilst the appointment description was subsequently dumbed down in bb posts to "Commercial Manager" in response to concerns raised that there had been no official RNS produced to make the information publicly available.

So, whilst I do not agree with elric's response that the analysis supported by publicly available material was "twisted logic", I perfectly accept that Skinbio are not yet ready to exploit the lysate contract further that enables them to pursue further application of its skinbiotix technology OUTSIDE OF THE COSMETIC SECTOR only.

Wow elric, of all the responses at a genuine attempt at logical analysis, that disappointing and superficial post was not what I expected. Best I say no more.