Member Info for AquaeSulis01

Awfully quiet on here since we have news re the third drill hole commencement at Molopo Farms. This should be exciting as it is the first drill hole targeted following re-analysis of the geology; be interesting to see how accurate the model is when compared to actual results

Blimey if this is what axis can do for Stuart's complexion we're on a winner

https://www.proactiveinvestors.co.uk/companies/amp/news/224009/skinbiotherapeutics-continues-working-on-its-partnerships-224009.html

Throw SBTX into the mix and that will be some prtfolio

What has cenkos who organised the fundraise got to do with the second largest investor seneca?

The speed things are changing hydrogen power will soon be mainstream. just 1 year ago
Hydrogen-Fueled Climate Goals Need Radical Carbon Price Hike
https://www.bloomberg.com/news/articles/2020-03-30/hydrogen-fueled-climate-goals-need-radical-carbon-price-hike

Fast forward to current date
Europe's carbon regime is out of control - just like its vaccine procurement
Rocketing carbon prices risk breaking the €100 barrier this year, making a mockery of Europe's green deal
https://www.telegraph.co.uk/business/2021/03/14/europes-carbon-regime-control-just-like-vaccine-procurement/

Elric, you are correct about a lock-in but it applies to Opti (which as the largest holder is reassuring) rather than Seneca who I believe are free to trade

"9. OPTIBIOTIX LOCK-IN AND ORDERLY MARKET AGREEMENT
As at 13 October 2020, the Company's major shareholder, Optibiotix Health Plc ("Optibiotix"), holds 38,138,569 Ordinary Shares representing 29.8 per cent. of the Company's issued share capital. Optibiotix, Cenkos and the Company have entered into a lock-in and orderly market agreement pursuant to which Optibiotix has undertaken to the Company and to Cenkos that: (i) it will not until the first anniversary of the Fundraising dispose of the Ordinary Shares that it holds during such period; and (ii) it will only dispose of such Ordinary Shares during the 12 month period following such first anniversary through Cenkos (or its replacement) so as to ensure an orderly market in the Shares."

Depends on the value you place on the four major announcements since 19th Oct that has seen the sp rise from 695 to recent highs; Ceres and Doosan expand strategic collab, Doosan to develop Ceres based marine SOFC, Ceres and Bosch scale up mass SOFC production and Ceres and AVL sign strategic collab?

The whole growth sector has pulled back on inflation and interest rate rise fears because of the various Govt stimulus packages in favour of value stocks, it is not Ceres specific.

Phat, everyone's risk appetite is different. Skinbio's price may well continue to rise but you would be wrong to ignore any potential headwinds such as:
- 36.5% shares in just two hands; Optibiotix and Seneca if either or both decide that Skinbio represents fair value for its current non-revenue generating position and sell then the price will re-trace accordingly very quickly
- The future sales numbers of axisbiotix attributed to Stuart are forecasts not absolutes, they may well come about pending a very successful study but are not guaranteed
- Not aware that Skinbio hold any patents that preclude others competing in the psoriasis probiotic space which may impact future sales and margins going forward, perhaps you are unaware of ADM's (a Fortune 500 Company) involvement in an earlier clinical trial in this space?
https://nutraceuticalbusinessreview.com/news/article_page/ADM_new_probiotic_blend_shows_promise_in_coadjutant_treatment_of_psoriasis/159000
In the meantime sweetbiotix is the jewel in the Opti crown and if you are out when news drops about a commercial launch, a big premium will be paid to get back in.

To make my position clear I am invested in both Opti and Skin as I expect both companies to grow considerably over the midterm, but I don't ignore the potential risks whilst eyeing the opportunities

Treat it more as a relay race and if you pass the baton at the right time you will do very well indeed, just make sure you don't drop the damn thing

More general article in the express re rise in ethical investing

UK undergoing green investment revolution as ordinary people use pensions to save planet
https://www.express.co.uk/finance/personalfinance/1408464/green-revolution-pensions-investment-planet-saving-climate-change

UK undergoing green investment revolution as ordinary people use pensions to save planet
https://www.express.co.uk/finance/personalfinance/1408464/green-revolution-pensions-investment-planet-saving-climate-change

Nick it is based on Prof Cath O Niell's work on the Gut/Skin axis. Watch her brief interview which neatly sums up the nature of the study

https://www.youtube.com/watch?v=_0AWPHWonQM

I don't have a Twitter account thank goodness, but if I did worth pointing out the following from the original study launch RNS to truthhurts. "Further to research exploring the relationship between the gut and the skin and the scientific evidence pointing to a link between gut dysfunction, stress-induced alterations to the gut microbiome and skin inflammation, the Company has been working with Winclove Probiotics B.V. ("Winclove") for the development of a blend of bacterial strains as a food supplement. A proprietary blend of bacterial strains has been specifically designed to balance the gut microbiome to address the over production of new skin cells often seen in aggressive skin conditions such as psoriasis". i.e. It is addressing the over production of skin cells not psoriasis. Also the company is not advising people to stop using steroids, the supplement can be used alongside current treatments but note "There is currently no cure for psoriasis; therapies tend to be steroid-based, which cannot be used long term and have side effects." Finally, "Subject to a positive outcome, the Company will then target a commercial launch of the product during the course of 2021 and in parallel initiate a clinic based study looking at specific markers."

Things are likely to be a bit chaotic in Tanzania
Tanzania's President John Magufuli is being treated in hospital in Kenya and is in a critical condition, opposition leader Tundu Lissu has told the BBC, citing well-placed sources.
He has had coronavirus and a cardiac arrest, Mr Lissu said. Mr Lissu told the BBC's Africa correspondent Leila Nathoo from exile in Belgium.
"This is someone who has repeatedly and publicly trashed established medicine, he's relied on prayers and herbal concoctions of unproven value."
The 53 year old alleged that Tanzania's Finance Minister Philip Mpango was also being treated at the same hospital in Kenya's capital.
Mr Magufuli, who has not been seen in public for 11 days, has faced criticism for his handling of Covid-19.
The East African nation has not published its coronavirus cases since May and refuses to buy vaccines.
https://www.bbc.co.uk/news/world-africa-56347756

Also worth adding that when the total costs are so low in relation to projected sales upwards of £25K per day on just one product, does it really matter which costs are included?
From eoy RNS "Operating expenditure increased during the course of FY 2020, in line with management forecasts. Research and development expenditure was £635k (2019: £708k) comprised predominantly of development work with the University of Manchester and internal employment costs. Expenditure was lower than anticipated in the final quarter of the year with the temporary closure of the laboratory facilities at the University of Manchester.
Ongoing operating costs were £985k (2019: £652k) covering employment, consultancy, PLC support costs and marketing. Overall, the Company made a loss before tax of £1,620k"

Pointless exercise Austin as you do not know what the margin actually is; could be 51%, 61%, 85% but I suspect it is based on direct costs and overheads only leaving indirect costs and overheads to be apportioned across all products which will also include skinbiotix as well of course in the short term

https://www.hollandandbarrett.com/shop/brands/slimexpert/

Assay results awaited from Molopo Farms in Botswana where samples have been sent to South African labs and for Haneti in Tanzania where samples are being assay tested locally in addition to individual rock samples sent to SGS who are UK based.
So re-reading the Molopo Farms update highlights below we are expecting the assay results to confirm whether the sulphides are precious or base metals and the concentration of different metal types in the samples; we hope to see a RNS reporting similar results to link one. Pending favourable assay results, the new targets identified together with follow-up downhole geophysics data expected to be acquired in the next phase of the current programme will then hopefully pinpoint massive nickel sulphide deposits resulting in a further RNS akin to link two.

Highlights:
· Core from KKME 1-6 and from the first drill hole at KKME 1-14 has been transported to Lobatse where it is being cut by the Botswana Geoscience Institute. Selected half core samples will be sent to a South African assay laboratory for base and precious metal analysis, this week.
· Logging KKME 1-6 cut core has identified disseminated sulphide mineralisation below 500m drill hole depth, notably in the section marked as a target by the geophysics. This is further to disseminated sulphide mineralisation identified around 308-313m drill hole depth from the initial KKME 1-6 core inspection (announced 11 January 2021).
· An agreement has been signed with the University of Witwatersrand in Johannesburg and selected quarter core samples will be sent to the University's Geology Department this week for mineralogical and thin section analysis.
· A report received from Aster Funds Ltd ("Aster") based in Toronto entitled 'Satellite-Based Long Wave Infrared (LWIR), Short Wave Infrared (SWIR) and Synthetic Aperture Radar (SAR) Mapping, Molopo Farms Exploration Licences has identified about 14 new targets in the feeder zone, with priority targets recommended to be ranked for follow-up ground exploration.
· Down-hole geophysics data is expected to be acquired in the next phase of the current programme, this should help identify any massive sulphide mineralisation proximal to the disseminated sulphides encountered at around 308-313m drill hole depth and below 500m drill hole depth, in angled hole KKME 1-6
https://www.prnewswire.co.uk/news-releases/atlantic-nickel-reports-successful-exploration-drilling-results-and-outlines-significant-resource-potential-at-its-palestina-ni-cu-pge-project-26km-from-its-santa-rita-mine-874646205.html
ww.proactiveinvestors.com.au/companies/news/940363/blackstone-minerals-maiden-exploration-program-hits-massive-sulfide-vein-mineralisation-at-the-king-snake-prospect-in-vietnam-940363.html

Fears about inflation likely to take off because of the stimulus packages by Govts around the world has led to a switch from growth stocks to value stocks hence the rise in the FTSE and fall on AIM

Also worth remembering SBTX is on Aim which went down today.

Anyway worth a watch of Prof Cath's interview again to understand the confidence behind the trial

https://www.youtube.com/watch?v=_0AWPHWonQM