Member Info for AquaeSulis01

LWHL, basically confirmed what we all knew, some recovery H2 2022 but nowhere near enough to make up for the appalling H1 but 2023 should see growth over 2021. If the share price does fall further on results I will add, although if as I suspect, both PBX and Opti publish their EOY results on the same day, I suspect the former's results will lead to a dramatic uplift in the share value and hence the value of the Opti holding which may well stabilise the sp. There may also be news on the new USA Partner for Leanbiome next month which will also act as a catalyst for the sp and the Microbiome Modulator piece was interesting.

Fair summary rebarm. The appearance of Coca Cola on the "partner" slide alongside THG, NAHDI etc was interesting although may have appeared in error if the slide informing us that slimbiome would be appearing in a desert mouse is anything to go by, hope he meant Dessert and Mousse

Well Bubs, I have submitted the following questions that I would like to see answered and think others may be interested in too:

Question 1:

Now that the reformulated Wellbiome product is available in the online store, will the Clinical study with the University of Hull mentioned in the 20th July 2022 Commercial and Scientific Update for end 2022/1st Qtr 2023 go ahead, and if so when?

Question 2:

You mentioned in the Dec 2022 Podcast that the US Partner was supplying you with the scaled-up and optimised end sweetbiotix product which you were looking forward to trying in your beverages. Did it pass the taste test and if so are sweetbiotix products still on target for commercialisation this Calendar Year?

Question 3:

The launch on the illiquid AQSE exchange of Probiotix Health has led to a sharp share price fall. can we expect the company to be transferred to AIM when the 18 mths period is up in Sep 23 so that the asset can be more easily monetised by Optibiotix Health in the future?

Question 4:

The Hut Group have been and remain out of stock for their Impact Diet Lean containing Leanbiome for the last few months, what has caused this situation and do you still expect to receive new orders from THG?

Failure is not harsh in the context of the appropriate use of Influencers Toyin. Don't forget that Danielle Bekker was brought in AFTER the distribution deals fell through because of her "expertise" in the use of Influencers, it is not apparent what exactly she has and continues to contribute.

"Danielle Bekker is to join the SkinBioTherapeutics Board as a non executive director. She brings experience in direct to consumer marketing, including a focus on the use of influencers and digital media in the FMCG (Fast Moving Consumer Goods) space having launched her own direct to consumer beverage business. She has a core set of skills that the Board believes will be invaluable to the Company as it commercialises its first product, AxisBiotix-Ps™, and subsequent products e.g. acne. She also has strong supply chain management and governance skills, having worked with big corporates as well as ecommerce skills developed by founding her own business in the drinks industry."

Austin, it's all about using the right influencers (ones with visible psoriasis with high penetration figures with the target audience) and the lack of orders in the US Market suggests Skin failed in this respect.

Agree Dobbin, just make sure you submit the questions in advance as SOH left the building without answering any questions submitted live during the previous Investor Meets

It wont be Ceres holding up the deal which is essentially between Bosch and Weichai

Ria, you have obviously not heard of the Sad Clown Paradox. I can remember the heady days when VRS was at 180p, you are playing with fire with that share which has little chance of raising enough money to survive as it has too much debt and negligible income , hence be prepared to lose the lot

Hi Toyin, I have an order number from 02/05/23 which shows there have been 419 orders in 22 days which compares nicely with the period between 01/02/23 and 02/05/23 when orders averaged 199 per month and the previous best period between 17th Oct 2022 and 24th Nov 2022 when 361 orders were received.

Need to be mindful that the average order revenue will be much reduced because of the promotion but the hope is that the retention rate after the promotion of 80% is maintained.

Should still be more entertaining sat in the garden with the laptop than inside watching Countdown, Just wish it was Rachel Riley presenting instead of SOH; certainly better chance of the figures adding up if she was.

Ideally the unaudited accounts for both pbx and Opti are released tomorrow

Now that is the sort of advertising deal that we could do with for Axisbiotix

https://www.londonstockexchange.com/news-article/ITV/itv-announces-investment-in-pitpat/15967445

Yes Daily Mail article much more like it elrico

Great article? It's factually incorrect in that there is no cure for psoriasis only a treatment and as for "However, in 2015 she started using a brand called AxisBiotix, a food supplement made up of a blend of bacteria that are designed to help modulate the immune system.", axisbiotix didn't exist then.

interesting to note these assay results from blue moon 06th jul 2018 which lead to the share price rising which are hugely inferior to today's announcement.

"urther information – blue moon & drill results

the drilling formed part of a larger diamond drilling programme across three prospects in central victoria: bung bong, monte christo and blue moon, all of which are 100% owned by the company's wholly owned subsidiary mercator gold australia pty ltd (“mga”). the blue moon prospect is part of the bailieston project area (el5433).

drill hole data and significant intercepts from the three holes drilled at blue moon (bbm001 to bbm 003) are disclosed in table a below. intercepts are apparent width.

bbm001 and bbm002 were designed to establish the dip of the host sandstones and assess the potential for gold mineralisation. intercepts of 5.45m at 0.12 g/t au from 33.95m and 10.0m at 0.16 g/t au from 43.8m were obtained in bbm001 and bbm002, respectively. upon drilling faulted, stockworked sandstone in the first two holes, bbm003 was drilled down dip to test the nature of the cross-cutting faults and veins and to obtain a large number of samples for analysis. an intercept of 39.5m at 0.3 g/t au from 24.2m, including 2.7m at 1.12 g/t au from 60m, was obtained in bbm003.

the gold mineralisation intercepted is hosted in a 5.5m wide medium-grained sandstone within a thick bioturbated shale (see figure 1, for bbm003 which may be viewed at the following link: https://bit.ly/2lxawv9). diorite sills have intruded along the margins of the sandstone. the sandstone is metamorphosed to quartzite and the brittle host showed stockwork vein development in each of the three holes. small iron-oxide pseudomorphs thought to be of ****nopyrite and pyrite are disseminated throughout the quartzite. deep weathering of the sandstone has meant that no fresh samples have been seen to verify the minerals.

the high repeatability of the assay results, evident from mga’s qa/qc procedures (which include the repetition of a certain number of assays), support mga’s hypothesis that the blue moon prospect is a disseminated gold system comparable to some of the mineralisation exploited at the fosterville mine approximately 50 km away. given the deep weathering and the potential for gold depletion in the oxidised sulphides, it is possible that higher grades may be encountered at depth in the fresh rock."

times have changed and with it risk appetite and andrew has wisely recognised this and hence as he stated is focused on prioritising what he sees as the best chance of finding a commercial mine. creswick is not a write-off but the queensland sites which andrew knows well, offer the best chance of a return for investors.

The company has failed to find the gold lode responsible for the nuggety gold distributed across the DMS so rather than look for a needle in a haystack, Andrew has focused the resources on looking for needles in a sewing box called Queensland which is emminantly sensible. Good job a pragmatic CEO is in charge of ECR

Ria, no doubt the Italy launch will occur as soon as regulatory approval has been received followed by France later this year as highlighted in the last updated. However, do not expect a significant uptake of axisbiotix sales as both launches will take place without the benefit of significant marketing support as evidenced by the US launch where despite the 9M or so psoriasis sufferers there is negligible take-up. The purpose of these further launches is to clear regulatory hurdles and pave the way for the multinational partner sign-up who will have the marketing budget and clout to make a difference

And they were one of the companies named where enhanced royalties would apply because a Material Transfer Agreement has previously existed between Opti and Tate & Lyle for them to try out sweetbiotix

Let's hope we get some tangible news tomorrow, about time Business Customers such as Tate & Lyle follow-up on their research and rhetoric with action on fiber intake in lieu of sugar.

"Researchers claim heart disease and diabetes risk could be cut through fibre fortification A research project by scientists at Tate & Lye has concluded that boosting fibre content of everyday UK foods could lead to 50 per

cent more adults getting adequate fibre in their diets and lower the risk of heart disease and diabetes.

The research suggested that including baked goods, dairy products, soups, smoothies and dressings will enable 50 per cent more adults to get the recommended daily amount of fibre in their diets and lower the risk of heart disease and diabetes for the majority of UK adults.

In the peer reviewed health and nutrition data modelling study

published in the British Journal of Nutrition, scientists, working

with specialist data analytics company, Crème Global, found that

reformulating everyday foods with added fibre could reduce

cardiovascular and type 2 diabetes risk for 72 per cent of the adult

population and more than double the number of children in the UK

meeting their fibre intake recommendation. It also suggested six per

cent of Brits could lose weight through higher fibre consumption.

Dr Kavita Karnik, Global Head, Nutrition & Regulatory Affairs at Tate &

Lyle and a co-author of the health and nutrition data modelling study,

explained: “Most people understand that eating fibre helps keep bowel

function regular, but fewer understand that getting the right amount

of fibre in your diet is highly beneficial for wider health and wellbeing,

including cardiovascular, immunity, skin, brain and gut health.

“However, for most people, it is difficult to get enough fibre into their

diet without exceeding their recommended calorie intake. This is where

fibre fortification could play a highly beneficial role to public health – it

would allow consumers to continue eating the products they prefer

while potentially lowering rates of cardiovascular disease, type 2 diabetes

and help maintain a healthy weight across the population.”

Sara Stanner, Science Director at the British Nutrition Foundation,

added: “We know that we need diets to change to support better health

but encouraging people to make sustained changes to their behaviour is

notoriously difficult. This is where reformulation of the everyday products

that people eat and drink can be really effective in improving nutritional

intakes. We have seen how reformulation has helped to reduce salt

consumption and it’s important that the food industry continues

to innovate to produce healthier products, in some cases, reducing

nutrients such as salt or sugar or by adding beneficial components,

such as fibre.”

Tate & Lyle recently signed up to the UK’s Food and Drink Federation’s

Action on Fibre initiative.

https://www.targetpublishing.com/pdfs/imagmarchapr

Croda are contributors to the Roadmap, specifically at Section 3, Personal Care and Hygiene, so no doubting the importance they place on this new area of science.

"The microbiome, its composition, function and

modulation directs everything from underarm

malodour, to dandruff, to oral health, skin

condition, acne, eczema and hygiene both

in terms of innate immunity and community

transmission of bacterial and viral infection and

within the domestic environment.

As such, microbiome science underpins a Personal

Care and Hygiene sector valued at over £10Bn1,2 in the

UK and over £400Bn3,4 in global annual sales supporting

thousands of jobs across across the UK. Moreover, more

than 50% of the UK population suffer from microbiome associated skin ailments every year

and these represent

the most frequent reason for people to consult their GP

with a new problem with 24% of the population consulting

a GP because of a skin complaint6,7 placing a substantial

burden on the NHS with £723m spent each year on

primary care skin consultations8

and £50m per year on

childhood caries9

.

The use of consumer products makes a tangible real-world

contribution to meeting these challenges for example by

the use of oral hygiene products reducing the need for

caries treatment by an estimated 19%10 and enhancing

the quality of life and body confidence of people with

cosmetic and clinical skin conditions. Furthermore if left

untreated cosmetic conditions such as gingivitis can lead

to serious clinical pathologies such as periodontitis11,12

and an increased risk of type 2 diabetes13 thereby placing

further strain on the healthcare system."

https://iuk.ktn-uk.org/wp-content/uploads/2021/02/Microbiome_Strategic_Roadmap_FINAL.pdf