Member Info for AquaeSulis01

It hit 80p on pure speculation not solid news, that all 9 million odd psoriasis sufferers in the USA were psoriasis association members and the Psoriasis Association thought of themselves as a Partner for Skin, neither of which was true. Since then we have had dilution through two fundraises and now a death spiral which will become even more dilution if the share price remains suppressed or drops further before the next acquisition, so you should care Clio. That said, the share price should recover on publication of a decent set of accounts for the acquisition justifying the latest loan outlay and that is what it is sensible to wait for before dealing in this share.

A search for psoriasis treatment on Amazon now includes axisbiotix-ps

Unlike you beaver I don't profess to be a psychic and prefer to wait for the publication of the latest accounts for the acquisition and any subsequent synergistic benefits it brings in terms of new and current revenue streams before passing judgement over its merits or otherwise. As for the Market getting it right, time will tell whether TW's advice to his followers to sell up and switch to opti whilst retaining his own holding will prove sound or not,. He already appears to have had second thoughts about the merits of the Company acquired following the few glimpses given at the Investor Meets presentation.

Presentation not article

TW seems to be a lot happier having watched the Investor Meets article, even believes the acquisition has its merits even if he hates the financing. Wonder if all those that sold yesterday on hotstock's advice will start to dive back in

Hi skid, not sure I agree about the acquisition being an admission of defeat, more to do with being self sufficient and being able to negotiate from a position of strength rather than having to do an annual fundraise to keep the lights on until the big deals are struck. Stuart doesn't have the luxury of time that SOH has had by selling the family silver rather than fundraise annually, so has had to be more proactive. This is a make or break year for Stuart, if he delivers the synergies and deals with decent margins then he will have justified his strategy, if not then that will be the time for a change

Some comments don't age well belgrano, you should have waited until you watched the Investor Meets presentation which gave more insight into the Company and the benefits it will bring. Also explained the nature of the once-off write offs and the opportunities that brings going forward via direct marketing. Overall an excellent presentation

No it is not a great financing deal Faris, although we knew this was the preferential financing route back in December when in the acquisition update RNS we were told "The Company has various funding options available and would prefer to use combinations of cash, earn out and stock issuance wherever possible, and have a Convertible Loan Note already agreed in the short term for any cash element of a transaction.". I quizzed TW on this and asked what has changed; he responded it was the Company providing the loan that was his primary concern who he described as "bad boys".

So what of the market reaction, this has more to do with TW's Hotstock Rockets platform advising their followers to sell, which they appear to have done, and Tom then advised they put their losses into his biggest pension fund contributor Opti, whilst retaining his own position in Skin. I also asked him as he was advising people to sell at circa 13p yesterday what his revised sp target was for skin which he still had as a multi bagger prior to yesterday's announcement, but got no answer.

To my mind very little has changed here, no-one apart from the Skin Board and the Derma know the current trading position, but we have been told it is accretive. TW made a lot about the once off Bad Debt and Stock write-off questioning whether ether it truly was a once off whilst forgetting it covered the post Covid era where many companies and their Customers stocked up to avoid supply chain issues and hence faced similar write downs. News on the horizon is expected for the Acne Study, Oral Study, Inflammation Study and of course Croda Clinical tests and commercial launch. It will also be interesting to see whether Axis sales accelerate when launched into the new retail outlets provided by the Acquisition (which must be considered when judging the loan value) and of course whether Axis Acne product is a standing dish and also finds it way into these new outlets which provide a better post study platform than the psoriasis product had post its study

Strange to see this muted reaction to today's news and will be interesting to see TW's reaction bearing in mind he opted to take part in the Retail offer at 19p, something I did not take part in but have bought some more today; the story is the same as now but with more clarity.

People no doubt concerned that the loan will result in a dump of shares associated with death spirals, but this is totally different as it is purely to buy accretive acquisitions and not required to keep the lights on so the expectation will be from the lender's perspective that the sp will rise rather than fall as future news drops, so they will likely hold on to their shares for now.

The interesting part of the RNS was the mention of the Medibiotix opportunity presented through this acquisition which of course will also be dependant on the lysate being made available at cost price from Croda, will also be interesting to see whether the clinical trials evaluating additional properties currently underway with Croda, touch on proving up some of the wound healing properties which will help progress this pillar

Chilting, you need to take those rose coloured spectacles off. Whilst most shareholders after the abortive hydrogen bus extender JV, expected a similar outcome with Weichai for this latest 3-way agreement after the 2 year delay, more concerning is the delay to future royalty payments from the other Customers, Bosch and Doosan, which will make it touch and go whether the cash runs out before the company is generating enough profits to be self sufficient.

Fingers crossed there are further lucrative SOEC deals this year

What the Bears tend to overlook is that there are other potential partners who have paid Ceres to evaluate their SOEC technology. From the end of year 2022 Results we were told that "Our SOEC business recognised revenue for the first time in 2022, of £0.2 million (2021: £nil), from a contract with a potential new partner in Asia to evaluate the Group's SOEC technology" which we now know to be Delta and we can see the value of the contract that has resulted from that evaluation. Moving forward to the Interims and we were told that "Our electrolysis business has recognised revenues of £0.7m (H1 2022: £nil), which relates to early-stage evaluation contracts with prospective partners." which implies that there are at least 2 or 3 other prospective partners in the wings

All should be harmonious chilting as business already being conducted by this company in China

https://www.digitimes.com/news/a20230907PD203/china-delta-electronics-ev-ict-manufacturing.html

Chilting, this deal alone results in more revenue than the whole of 2023 so if you are right then the share price should reach £3 today bearing how far it has fallen on no news

Think that is the understatement of the year noggers. Unless Weichai decide to dump their holding, which is unlikely in the short term, this should re-rate considerably based on those revenue figures

That's promising then Toyin, let's hope it manifests into orders in relation to the amount of the marketing budget expended on this influencer. Advice I was given the first time the company went down the less than successful influencer route by someone who knows the area well was as follows " For influencer marketing there are key people who you want to target - dermatologists, holistic medicine advocates and end users - those with skin complaints. Users with circa 10-50k followers are generally most affordable for their reach and tend to give the best value for money. Having several investments in this bracket along with cheaper investments for brand ambassadors with case studies creates the most cost effective way to mass harvest usable content. Tiktok followings tend to be larger than Instagram ones, and the algorithm is more likely to serve posts organically vs insta which really does require paid ads with a decent spend.

- When booking influencers for advertorial, check their engagement rate. It’s no good booking someone with 50k follows with an interaction rate of 0.5% - it’s unlikely their audience will see the content. You can still use these influencers to create content for you, but you’ll need to back it with self-promoted ad spend and host it on your profiles. There’s lots of software you can use to check engagement rates, such as

https://grin.co/influencer-marketing-tools/engagement-rate-calculator/"

The truth is you need both and based on her follows and interactions she rates average at 0.5%

Deriding

Toyin, whether you agree or not is irrelevant, I have merely provided a fact and am not deciding the move at all

It is the engagement rate rather than number of followers that is important with influences. Jessica has an Instagram engagement rate of 0.5% which is average for an influencer, 4.5% would be classed as excellent

Interesting extract from the THG RNS announcing they are to act as fulfilment agents for H&B's growing online business; seems H&B is not such a small concern as some would have you believe.

"Anthony Houghton, Chief Operating Officer, Holland & Barrett, commented:

"Holland & Barrett's goal is to be the trusted health and wellness partner for over 100 million people globally by 2026. We're growing as a business, with digital sales making a significant volume of our total sales. Our proposed three-year partnership with THG Ingenuity will mean we can continue to grow at pace with a partner who are industry experts in D2C fulfilment, while we invest in transforming our supply chain capabilities."