Member Info for AquaeSulis01

Fjones, MM don't become "bored" they are there to produce and boost liquidity within the markets and must remain disciplined especially when markets are volatile. As for TW, interesting to see he saw fit to add to his Skin Investment with his pension in mind whilst recognising it is a gamble, but as he says, if he had longer to go to his pension age then he would add to his investments in steadier FTSE100 companies with the aim of getting rich slowly; but if his skin investment pays off he can retire earlier than planned. And on the subject of TW, if you are going to quote him then at least get it right, he talks about Revenue(Sales) being vanity and profit/cash as the thing that really matters.

Sound advice legal. The Uranium element of the portfolio seen as the main hope by the CEO is a classic example where optimism is required if it is ever to deliver value as this article makes clear. "Uranium prices are soaring, but will they soar high enough?

But despite the projected surge in demand, the market price for uranium remains below the average cost of production.

The spot price for uranium currently hovers around US$50 (A$75) per pound. By comparison, the all-in sustaining cost of uranium production among the world’s largest players sits somewhere between US$60 and US$70 (between A$90 and $105) per pound.

So while uranium is practically viable as a source of green energy, there is some ground to be made up if it’s to become financially viable as well." https://www.proactiveinvestors.co.uk/companies/news/1014830/uranium-makes-its-return-1014830.html

Elrico, mol I believe recognises the latent value of the Company and its products but is critical of the current Boards performance in achieving timely and effective Commercialisation. To be fair, I remember one particular interview with yourself following the material miss of the axisbiotix sales target where Stuart was angry at the criticism he received where he pointed out he was not in the habit of missing targets and this was the first time it had occurred and to judge him on his future performance. Well since then, besides the Croda commercial revenue forecasts which have moved from 2022 to 2023 and now beyond, the Acne trial has slipped, and the launch into Europe of Axisbiotix was later than the forecast date, so room for improvement there I would suggest.

mol, that said, using the Croda RNS thread to raise the point about the Board that has been made before was inappropriate. As elrico pointed out, the RNS is extremely positive and exciting as it includes the views of Dr Damian Kelly from Croda who sees "a long and prosperous relationship with Skinbiotherapeutics" rather than Stuart's own observations.

Regarding why the wait until November 2023 before commencing clinical trials, well they have to recruit suitable candidates first and I suspect once the trial dates have been set then we will get to hear about the nature of the Clinical trials via a RNS soon and that will trigger a share price re-rate, after all the anti-ageing properties have already been clinically proven so just imagine what might be important enough to warrant Croda delaying a return on their £5M plus investment

Finally, regarding the additional accounting assistance, don't forget that due diligence also has to be carried out on the books of prospective acquisitions, it is not just about balancing profit and loss accounts for Skin.

Of course elrico and would not of bothered mentioning it if the jump in the scale up wasn't quite so important in revealing the additional properties and 200-600 L sounds a lot less dramatic :)

Just a small correction elrico, the scale-up history and schedule as documented in 15th March Half Year RNS :

" Having successfully scaled up capacity past 2 litres and 20 litres respectively, the planned scale-up to 600 litres will be completed in Q2 2021. In Q3, this will be followed by a final scale-up to 20,000 litres; the capacity required to mass produce the SkinBiotix® product at industrial levels to supply Sederma's portfolio of 12,000+ global customers;"

Hi Clio, my educated guess is that Croda may well have witnessed and be looking to clinically confirm the additional properties of the Lactobacillus Rhamnoses lysate properties already known by Skinbiotherapeutics at least in the area of skin repair which would be exciting as it would become a must have ingredient in Sunscreen and aftersun lotion

From the Telegraph today

"Sterling performance

The pound is forecast to rise sharply against the dollar after one of the City's most gloomy analysts admitted it was “wrong” to underestimate Britain's economic prospects.

Citi has torn up a previous prediction that the pound would drop to parity with the dollar in the wake of the mini-Budget and now predicts sterling could rise towards $1.30 at the start of next year.

Sterling is currently trading close to a one-year high against the dollar at $1.26 after a boost from strengthening economic activity and a more resilient housing market."

Which might explain the ridiculously suppressed price at the moment

Nothing to do with shorting. In the absence of commercial news the only thing influencing the share price sentiment I suspect is the anticipated strength or weakness of the dollar versus the pound come the second payout in March 2024

Skid, the average order value is likely to be at least £50 to take advantage of free post but accept as Lord says that we will need the major partners to have stepped up to the plate so let's hope it is indicative of a wider partner market recovery for slimming products now that people are holidaying again and not stuck at home. The Indian and Saudi markets are now in play as well this year and there has been mention that Amazon sales have been good.

Texas, have seen a response from Colin if that is the response you refer to?

One bit of good news, tracking my order numbers sales are rising steadily. Between Aug 22 - Nov 22 orders were averaging 207 per month. This rose to 247 per month between Dec 22 and Jan 23, whilst between Feb 23 and start of May 23 the monthly average has increased sharply to 395

Hi mol, can understand the pessimism of long term holders but really do we a lot more positives than negatives at the current market cap. Timing of the iinvestor meets is odd and I wonder if a RNS will be released immediately prior to it or a further f und raise to follow it but overall there is a lot to look forward to. P BX sales will have increased, the second half sales of prebiotix will be much improved and sweetbiotix launch has been anticipated for this year (SOH did not state early 2023). Cash burn is relatively low and providing the India and Saudi market s have taken off 2023 could see the first gen products profitable. 2022 was a poor year for most retail stocks with Customers running down inventories after over stocking to guard against unreliable supply chains, so sit tight and give SoH one last chance to deliver

Apportioning of indirect overheads between the two companies alongside the shared costs for the online store will need careful attention as there is a fair chance Probiotix Health, where sales have increased and logically indirect costs/overheads decreased, may well now be fully profitable which will lead to a rerate of its share value and Opti's holding along with it

Hi Austin, not familiar with how I would do that, but the questions were derived from eshaitan's post and rhetoric as I believe the reason for the absence of a trading update with financials will likely be the complexity of splitting out Probiotix Health. Also, the auditors themselves have become part of a larger group by the looks of things which wont have helped
https://www.optibiotix-ir.com/content/investors/advisors
https://www.consultancy.uk/news/32945/gravita-targets-rapid-growth-in-sme-audit-market

Well there 's two questions right there. Why haven't we had a trading update and am I right to assume no news is bad news?

Final results are due in June, unlikely to be a trading update now.

Toyin, the point is that by replying with personal comments you diminish the credibility of your posts which is no doubt the aim of the individual. Don't bite, and if you do reply use it as an opportunity to further promote axisbiotix

Toyin, the objective was to raise awareness of the offer amongst Psoriasis sufferers and that has been achieved. I would resist engaging with individuals who post negative comments in a personal way, a better response to "Lizzie" wold be to stick to the facts and state that retention rates have shown that axisbiotix works for 8 out of 10 people and that you are sorry to hear that "she" is one of the 2 in 10 people that it did not fully work for

I notice that the new Wellbiome formula lists OptiGOS amongst its ingredients. Also, wonder if the intended Clinical study mentioned in the 20th July 2022 Commercial and Scientific Update will now go ahead?

"Clinical Study with University of Hull: The Company is conducting a human intervention study with The University of Hull investigating the impact of WellBiome® on reducing post operative complications and hospital stay. The study is funded by the University of Hull with an intended start date either in Q4 2022 or Q1 2023, subject to NHS ethics approval. There is growing interest in the potential of prebiotics in post operative care as a means of reducing pain, surgical complications, and the length of hospital stay. Whilst exploratory, if successful, this study could open up opportunities for WellBiome® in healthcare."

Big Institutions normally get involved when equity is raised. Apart from the 3rd Feb when 26M shares were traded, the volume has largely been less than 1M daily; I suspect Lombard who turned buyer again 29th March hoovered up any meaningful volume held by the MMs, so where are new Institutions going to acquire the volume of shares they need to get involved?

Appreciate that toyin but this offer is a no brainer for genuine sufferers so worth a sing le post with a remark that it has worked for me