Member Info for AquaeSulis01

Bonkers, agree with your comments regarding the ambiguous language used by Harry, and also concur that his core project management skills have been found wanting although his soft PM skills, in particular Stakeholder Management and the relationships built up, are indispensable at this delicate stage of the negotiations. Regarding the re-settlement progress, if you go back to the Aug 24 RNS update we were told that “The Government has surveyed new host lands and will update the survey of existing properties of re-settlers within the Tulu Kapi community, a precursor for paying compensation and starting Major Works on the land “. So the latest RNS comment that "The Company has already triggered final certification of project readiness, enabling full project launch and commencement of Major Works, which includes community resettlement, procurement and major construction” infers that the Govt action has now happened

Anyone care to explain this statement "The Company has already triggered final certification of project readiness, enabling full project launch and commencement of Major Works, which includes community resettlement, procurement and major construction. I look forward to updating shareholders over the coming weeks with our progress with respect to financial close and preparation of Major Works"? How can you trigger full project launch before preparation of Major Wrks has completed?

Shy, there is nothing in a RNS concerning the revenue from Croda arriving this Calendar Year, however, SA did verbally state at the last Inv Meets at circa 11mins in that "they are expecting revenue from Croda this Calendar Year and SA has received confirmation from Croda that is still going to happen" so I would NOT expect to see a RNS unless that situation has changed, rather than " just confirmation that the advertised cash from Croda has actually arrived."

No of course it is not the sole reason but it does have relevance and just a bit fed up of posters continually putting up negative posts when the Dr Morepen launch actually looks to be breaking the previous moulds with the prolific advertising and actually trying to tie the lightlife products via an innovative app into a meaningful weight loss plan. Throw in the fact that India is a huge market and the partner is openly predicting prolific sales and this sp really does look cheap for the first time in years. Just need that first sweetbiotix launch now and really will be at the races. Looking fwd to a prosperous New Year

Yes, Covid has a lot to answer for mol

I guess just have to trust him to exercise them when the sp is a lot higher. After all he could quite easily of exercised the old options at 8p when the sp sailed back into the 30s if he was so minded

Dr Alba Coca microbiome barrier integrity and appendage certainly in the right area

Lord, the professional is to update price sensitive data through a RNS however, it appears that Opti has a single point of failure in SOH, major contract discussions grind to a halt in his absence and if it had not been for the due diligence of both TW and Elric the Company would not have even told shareholders that SOH was ill at all. So if people are going to make a complaint about anything, it should be about the lack of a Business Continuity Plan not the valiant efforts of TW and Elrico to get to the truth. As for fools and their money, I have saved far more in timely trades on opti through TW and Elric's good services than I would have lost selling my holdings at the wrong timee

To be fair, the Dr Morepen Lightlife Launch does seem to be set for a much higher profile than previous partner deals if the budget set aside for it and pre-launch preparation is anything to go by including this instagram teaser with nearly 42k likes.

https://www.instagram.com/lightlife_by_drmorepen/reel/DC1ieQ5vNZW/

Just notice paste failed next to Alex's comment which read "BH, I haven't spent too much time on the task. It's a pointless task at this stage because we know we have a green light, and the sheer size of Sederma's client list ensures a blockbuster success."

Thanks for responding PG with links to CLR and I note the disclaimer at the end "Disclaimer:

The above paid-for content was produced by and posted on behalf of the Sponsor. Content provided is generated solely by the Sponsor or its affiliates, and it is the Sponsor’s responsi­bility for the accuracy, completeness and validity of all information included. Cosmetics & Toiletries takes steps to ensure that you will not confuse sponsored content with content produced by Cosmetics & Toiletries and governed by its editorial policy."

Croda in addition to conducting their own Trial Study report also carried out a parallel Independent Study Trial to verify results. Alex's comment that irrespective of current competitor products, Croda have already intimated they believe this to be the start of a long and prosperous relationship with SBTX and Dr Damien Kelly also referred to skinbiotix as a "unique" ingredient.

Looking forward to the advance promotion material in the build up to April 2025 launch

"

Hundred percent agree with you lord as ironically does TW, it is after all his biggest holding and a clearer RNS would have generated a better sp response

£150k has already been paid and no more instalments until mid next year where they will be conditional on sales targets being met. Should sales targets be met (already provided at investor meet along with profit forecast) then they will be self funded. Irrespective of that, Opti's first choice is to sell down its holding in SBTX rather than fund raise

And being paid in installments linked to sale milestones being hit

The weight loss jabs have certainly impacted the Meal Replacement market but what I would say is that Opti has such a tiny market share that a decent marketing budget and Partner in a populous Country like India provides an exciting opportunity to actually generate decent returns for Opti; there is room for both jabs and healthier eating

https://www.telegraph.co.uk/business/2023/08/16/slimfast-suffers-as-dieters-turn-to-ozempic/

The detail of the forecast ramp up yrs 1 - 5 and the profit expected was provided at the last Inv Meet in May 24. It reads as follows;

Yr 1 - £1.4M Rev £643K profit, Yr 2 - £3.27M rev £1.4M profit, Yr 3 - £4.9M rev £2.1M profit, Yr4 £6.5M rev £2.8M profit, Yr 5 £8.1M rev £3.5M profit

Is that specific enough for you?

Suspect Opti has stopped selling for now.

Hi elric, yes agree UV filters in the firing line as well, but also as discussed, it is unclear whether sunscreen is under the cosmetic umbrella agreement with Croda (SA in the interview appeared to suggest it is an area that sbtx are free to exploit). For others, sunscreen is classed as a cosmetic in EU and other areas but in the USA, Canada and Australia the FDA class sunscreen as a "drug" which places it in the medical pillar.

https://pubmed.ncbi.nlm.nih.gov/30124731/

Bel, probably best to focus on the required effects, the biggest one being the reduction in wrinkles on aging skin in the cosmetic pillar which also appears to be the aim of matrixyl and retinol. The issue with the latter is the change to EU rules regarding the amounts that can be used which will cause Companies to rethink formulas and ingredients.

https://cosmeticsbusiness.com/complete-guide-to-the-european-unions-new-retinol-law

Regarding what skinbiotix has to offer, during SA's interview with TW at the time of the Contract Extension announcement back in late 23, he mentioned the positive reason for the Croda delay in releasing the ingredient to the end Customers was because following scale-up, increased activities in the closing of Tight Junctions, Transepidermal Water Loss prevention, Prevention of Pathogens, and Restoration of Elasticity were witnessed and hence required scientific clinical measurement to justify an enhanced mark-up of the product. Impact of Tight Junctions and Transepidermal Water Loss prevention explained at the links

https://www.sciencedirect.com/science/article/abs/pii/S0168365916305089

https://www.sciencedirect.com/topics/veterinary-science-and-veterinary-medicine/transepidermal-water-loss

Bel, as the claims are under wraps no-one outside insiders can answer the comparator question with matrixyl. However, in terms of the launch, it will not be soft. Stuart in the interview when talking about Croda and other pillar opportunities referenced this cosmetic deal and said "This deal will underpin the foundation of this Company from here on in it is that big a deal"! Bearing in mind SA is now in position of Croda forecasts, does that sound like a soft launch to you?