Member Info for AquaeSulis01

As a LTH I will provide an unpopular but alternative view of the RNS which I read as kicking the can further down the road by Croda.

From the May 2023 update "The further studies are expected to take an additional three to four months, and would run from November 2023 through to Q1 2024. Any additional benefits identified from these studies would enable Croda/Sederma to add to the commercial opportunity for SkinBiotix as an active ingredient and could lead to enhanced claims and therefore a higher price point in market. The costs of these additional studies will be paid for by Sederma."

So three to four months extension has now turned into twelve months even though the further studies are due to conclude within the original negotiated timescale, my disappointment is why hasn't this additional agreed extension not been negotiated with an upfront financial payment? Add to that the lack of the promised RNS news on the Acne trial by the end of qtr 3 and I suspect more than just myself are a tad disappointed especially as funding will no doubt rear its ugly head if the company wishes to publish its end of year accounts without a material uncertainty for the next 12 mths.

Appreciate that mol but the question was directed at the Whet powder

No it supplies leanbiome which goes into Impact Diet Lean which has been out of stock for some time

https://www.myprotein.com/sports-nutrition/impact-diet-lean/13174381.html

Any chance of explaining the maths behind your estimation Flyinghigher which I presume is arrived at after 10p-12p is returned to shareholders?

"The risk remains that the market could value Nanoco lower based on cash and the production site because IP value remains very unclear. Somewhere around 10p is probably the worst case scenario bottom."

I'd rule out your last bullet point and expect a similar recovery to Ypugov which followed a similar downward trajectory until they published their results (i.e. what the IIs knew nothing in advance).

Motley Fool's timely thoughts

https://www.fool.co.uk/2023/10/16/are-smith-nephew-shares-about-to-explode/

Tone even

Mol , the modern world has left us grumpy old men behind. Time of voice in marketing terms explained here "https://uk.indeed.com/career-advice/career-development/tone-of-voice-in-communication"

I did not imply tw or elric had anything to do with bring the sweetbiotix reach rns to the attention of anyone, I merely used it to illustrate that identifying what is market price sensitive is not straightforward

Fully agree Mulder, weight loss drugs a total irrelevance.

On a separate note, you might want to make your severely obese patients aware of a clinical approved oral alternative to the injections called Slimbiome Medical

https://optibiotix.com/product/slimbiome-medical/

Nick, the TW and Elric interviews are an extension to, not a replacement for , the open communication channels which of course should regularly occur. The main difference between the main channels such as RNS/RNS Reach, SOH podcasts, proactive, vox markets and even Investor Meets (and the total opposite to what Lordloads posted) )is that Elric and TW provide the opportunity to drill down on the initial answers given to try and remove any ambiguity, rather than just listen to the self asked questions and prepared answers broadcast by proactive etc.

I treat both Elric's and TW's interviews primarily as entertainment, and that any entertainment channel, some viewers are happy to subscribe to watch whilst for others understandably it is not for them, no right or wrong.

As regards price sensitive material, whilst there is nothing that can genuinely be regarded as requiring to be in a RNS in the interviews, it is sometimes difficult to identify exactly what can cause the share price to move, the recent RNS REACH for sweetbiotix containing nothing new for LTH's and yet multibagged the share price is a classic case. On that note Nick, you ought to welcome the additional publicity provided by TW and Elric if it brings to th eattention of a wider shareholder base the potential here

You've lost me there Loads. Sounds like you are describing proactive investors or vox market rather than TW or Elric

Let's wait and see Plymouth. At the Half Year we were told "Strong H1 growth with FY revenue guidance raised, 12-Point Plan on track" and "2023 Full Year Outlook1,2

· Increased full year underlying revenue growth guidance of 6.0% to 7.0% (previously 5.0% to 6.0%)"

· Unchanged trading profit margin guidance, expected to be at least 17.5%" . So if things were materially different the market would have to be told

Mulder, he was only appointed effectively from 2022 and after a few months came up with a 2 year 12 point plan lasting two years from July 2022 to improve the Business. As I said, let's see how things are progressing against that turnaround plan before passing judgement

"In July 2022 we announced a comprehensive 12-point plan to drive better execution at pace, in order to take the business forward and deliver on our Strategy for Growth pillars to Strengthen and Accelerate. This plan is focused on:

· Fixing Orthopaedics

· Improving productivity

· Accelerating growth in Advanced Wound Management and Sports Medicine & ENT

During the quarter we embedded the teams and structures to drive this work and established the internal KPIs to monitor progress and drive accountability.

While we expect the work to deliver the full plan to take two years, we are making meaningful early progress, including:

· Improving logistics and updating our demand and supply planning process to bring a deeper level of specificity and collaboration between our operations and commercial teams;

· Reducing the value of overdue orders in US Orthopaedics by more than 15% since the peak in the first half of the year; and

· Moving Orthopaedics instrument sets to more active customer accounts, with 80% of the first phase completed in the US by quarter end.

Further work is proceeding across the 12-point plan, and we will continue to update on progress in future trading updates."

Let's see what progress has been made in the qtr 3 RNS on 2nd Nov before passing judgement

Is that a broken clock on Venus you are referring to?

Martinu, the admin costs were a lot lower than I expected. Despite having all Directors on the books for H1 apart from Rene who received an undisclosed payoff, and marketing spend apparently being increased, they went down not up. Will be interesting to see th ebreakdown in the Year end accounts but I suspect a combination of transferring more "shared" costs to Probiotix Health and the recovery of some of the written off bad debt from the previous period has reduced the total admin cost. Suspect the renewed market interest is down to Hotstock Rockets tipping Opti again and talking of a possible share price target of 52p by Christmas with expected new partner deals landing, we shall see.

In which case, just to add to Chilting's points, the Covid lockdown led to a huge increase in captive pi's with time on their hands "gambling" on everything from junior mining explorers anything with covid mentioned and of course the aggressive green targets set whilst Boris was chairing the International Summit. End of Covid lockdowns and cheap borrowing on the back of high inflation all non dividend paying companies and non-profit making companies have suffered especially as Banks compete to pay higher interest rates to savers with no risks attached

Perhaps it just might be that the major revenue stream expected from the Weichai agreement has still to materialise nearly 2 years on with no end date forecast for its conclusion don't you think Spacerat?

Will steadily recover towards the early Nov 3rd qtr trading update else will be in for a hell of a rerate on the day of the update if these comments from the interims hold true

""Margin development in the first half was in line with our expectations. In the second half, we expect a clear step up in both trading margin and cash generation as we begin to see the benefit of productivity gains and start bringing down inventory levels.

"Importantly, we continue to build the foundations for sustainable higher growth through our 12-Point Plan, with product availability improving and a high cadence of innovation. So far this year we have launched 13 new products, with major launches underway in high growth segments including robotics, shoulder replacement and negative pressure wound therapy.""

Sry toyin, Ignore that last comment seems lost my way following the tread which I put down to old age.. makemoremoneys comment is factually correct regarding sweetbiotix, it will/already has arguably for recent investors, been an inflection point and should finally be happening in the not too distant future