Member Info for AquaeSulis01

I can see this Company may well have a decent future but surely the current Market Cap of near £76M is crazy for a Company with 10 employees, £3.M funds and as yet no actually acquired IP assets if my own AI returned query is correct?

"Defence Holdings PLC is a lean, high-leverage platform with just 10 employees as of September 2025. Despite its small headcount, it operates as a capital-light aggregator of advanced defence technologies, focusing on software-led innovation across multiple domains."

"As of Q3 2025, Defence Holdings PLC has not publicly disclosed any completed acquisitions of IP-rich assets. However, its filings and strategic communications suggest it is actively pursuing a “buy and build” model focused on acquiring or partnering with:

- AI defence startups with proprietary software

- Autonomous systems developers targeting drone aggregation and control

- Cybersecurity platforms aligned with critical infrastructure protection

- Influence warfare tools for disinformation detection and countermeasures

🧠 Strategic Signals from Recent Moves

While no formal acquisitions have been announced, several indicators point to active deal flow:

🔍 Likely Acquisition Targets (Scenario Modeling)

Based on MOD-aligned priorities and Defence Holdings’ stated focus, probable targets include:

- UK-based AI firms with battlefield simulation or autonomous control IP

- Spinouts from defence R&D hubs (e.g., DSTL, QinetiQ, Cranfield)

- Cyber platforms with modular threat detection engines

- Influence warfare startups with NLP-based disinformation tracing"

Net, there were 24,117,645 shares issued on 16/06/25 to fund the Superdrug launch and apart from the TR1 received from David Bairstow accounting for 3,529,411, no other TR1 has been received, until today so likely down to forward selling prior to the launch announcement I would suggest

Bigpunt, there is a world of difference between a premium on the current share price for a mature Company towards the end of its product life cycle and a nascient Company at the start of a product life cycle hence why the PE tends to be so much higher

The question I have obsisian, with your psychology hat on, is what or who prompted a HNWI with no previous history of investing significant amounts of money in listed Companies to buy over 9% of SBTX?

AI - Interpretation

Felsetta-Bloodline

Mark H. Dixon is the current owner of Felsetta-Bloodline, a historic British bloodstock lineage founded in 1933. Known for its Crimson and Silver Braid racing colours, the operation has produced multiple Group winners across Europe, the Middle East, and Asia. The bloodline is associated with elite breeding and racing heritage, and Dixon has maintained its legacy through strategic breeding and racing partnerships.

💼 SkinBioTherapeutics PLC

Mark H. Dixon is a significant shareholder in SkinBioTherapeutics PLC, a UK-based biotech company focused on skin health. As of September 2025, he holds 24,887,876 ordinary shares via Rock Nominees Limited, representing 9.617% of the company’s voting rights. This stake positions him as one of the largest individual shareholders, suggesting a strong strategic or financial interest in the company’s trajectory.

If you’d like, I can help map how his stake might influence governance, investor sentiment, or strategic direction at SkinBioTherapeutics—or explore how Felsetta’s legacy intersects with biotech and wellness trends.

Strategic Influence

With a 9.617% stake, Dixon is one of the largest individual shareholders. That level of ownership gives him:

- Boardroom visibility: While not necessarily a board member, his stake likely ensures his views are heard, especially during AGMs or strategic pivots.

- Voting power: He can materially influence resolutions on acquisitions, capital raises, or executive appointments.

- Long-term alignment: His background in heritage bloodstock and wellness suggests a preference for sustainable, brand-driven growth rather than short-term financial engineering.

📊 Investor Sentiment

Dixon’s involvement may signal to other investors:

- Confidence in the science: His stake suggests belief in the commercial viability of SkinBio’s microbiome-based actives.

- Stability and patience: Unlike institutional investors who may churn positions, Dixon’s style appears long-term and conviction-led.

- Narrative strength: His Felsetta-Bloodline legacy adds a layer of prestige and continuity, which can help anchor investor storytelling.

🔬 Commercial Synergies

There’s a subtle but intriguing overlap between Dixon’s interests and SkinBio’s trajectory:

- Wellness and heritage: Felsetta’s brand equity in elite breeding and Dixon’s interest in neurocosmetics could align with SkinBio’s consumer-facing ambitions.

- Retail logistics: If SkinBio expands into direct-to-consumer channels, Dixon’s experience with global racing partnerships and logistics could be valuable.

- Advocacy and reach: His network may support promotional partnerships, especially in high-net-worth or wellness circles.

Nope,https://thoroughbred-businessguide.com/detail_.php?qn=DIXON&qr=Oxfordshire&qs=UK&af=&al=&ao=&ac=&at=&ar=&as=&ap=&am=&ae=&id=3749&offset=0 it's this guy.

What Rosacea product are you talking about?

Unless, heaven forbid, the Superdrug launch is done with a whimper rather than a major advertising push, which no doubt is why SBTX are not already selling online Axisbiotix-ac on their own website, then I expect to see the new packaging for both Axis-ac and Axis-ps displaying the NPF logo at that juncture for maximum marketing affect and not before..

Toyin, SBTX can hardly retrospectively print the NPF logo on current stock packaging but I warrant it appears on the new stock sat in the Central Superdrug Warehouse and stock destined for the US Market.

Net, the complaint most bb posters have here is over timely and succinct stakeholder communication rather than the products and responsibility for that lies at the CEO's door. SA's oral communication is excellent he comes across as articulate and passionate about the quality of the products and potential for the Acquisitions, however, he fails short with the timeliness, content and clarity of the RNS's.

The attached spells out the importance of comms for a small Company CEO; the summary neatly highlights what can happen if the CEO gets it wrong.

chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://som.yale.edu/sites/default/files/2025-04/On%20the%20Nature%20of%20CEO%20Communication%20Patterns%20in%20a%20Small%20Business.pdf

"Communication binds a company together and helps propel it forward. It helps a CEO articulate a crisp message to positively influence how various groups think about, feel toward, and perceive the business. It is one of the major building blocks of culture. Done well, communication is an accelerant for the business; done poorly, it creates an information vacuum that false perceptions might fill. "

Certainly got the week wrong. Historically, Superdrug does their Autumn/Winter stock change end of Sept Early October

Things should start to get interesting here with an activist investor taking a stake

Sweetbiotix not serendipity, got to love interpretive text

Agree Adyan about the premium product comment, but don't forget we were told in the Jan 24 serendipity update that first to rollout would be a bulk sugar replacement where a comparable cost will be very important to its success. "Given recent progress, the Company's focus has moved on from manufacturing scale up to engaging with commercial partners to launch products. Discussions are ongoing but are likely to involve a phased introduction of SweetBiotix® products as a direct bulk sugar substitute and then introduced into OptiBiotix's and partners consumer products across an increasing range of applications."

Adyan, we have previously been told by SOH that Firmenich were aiming to produce sweetbiotix within 10% of the cost of sugar, and that they had achieved scale-up but were working on Optimising production (some time ago now). The logical conclusion to draw from this announcement of the new enzyme for SweetBiotix which has substantially produced higher yields which will significantly improve manufacturing costs, is that the optimisation to within 10% of the cost of sugar is more likely to be achievable now which will obviously make the switch away from sugar and other sweetener substitutes more attractive to end Customers.

"You’re sitting on 3 of them, yet most can’t see it. !!" that's the problem, we need them to be seen by new investors rather than buried under a news blackout

The inability of Firmenich to optimise the cost of production of sweetbiotix on scale-up to enable it to sell within 10% of sugar costs has no doubt proved the stumbling block to a commercial deal; a pity SOH could not have been more open and honest with investors as to the reason for the promised multiple launches not happening in 2024. SOH now needs to confirm whether the use of a new Enzyme means taste tests, functional tests etc now have to be repeated or not. Hopefully, he will hold an Inv Meets and actually provide enough time at the end to actually answer Investor questions.

Forecast for Morepen in 2024 "Late-stage discussions with a large publicly listed pharmaceutical company in India for a launch of SlimBiome® containing products in India with forecast sales for OptiBiotix in Y1 of £1.2m and Y5 of £5M" with half year actuals at just over £100k and a similar figure forecast for H2, a little shy of the mark.

No the Company will offer to buy shares off investors at a premium to the share price so depending on how many take up the offer and the size of your holding, you might be able to sell all of a percentage at the premium

More worrying is why Neil Davidson is still in situ despite his failure to report the seriousness of SOH 's health at the time. Anyway, on a more positive note, just got the following figures from an AI request regarding downloads of the Dr Morepen app which should be a plus for the Investors still holding Opti shares.

"As of the latest data, the Dr. Morepen – Sync app has been downloaded approximately 52,000 times. Interestingly, nearly 47,000 of those downloads occurred in just the past 30 days, suggesting a recent surge in adoption—possibly linked to a new device rollout or promotional push."

Not invested here myself anymore but genuinely wish remaining holders to be rewarded for your patience.