Member Info for AquaeSulis01

Ceres according to bosch https://www.bosch.com/stories/sofc-system/

Thanks mol

Adam told us in the interview on the 6th Sept that the rig is on its way in time for drilling to start sometime this week

https://www.youtube.com/watch?v=k00sEkun4Tg

So there wont be any pictures of SOH being pelted with rotten tomatoes from Tom's garden and then thrown into the river Dee to wash him off then :)

Andrew, to be clear, I sold my Opti shares once I qualified for my in specie dividend in Probiotix Health, at a loss, but the share price at the time was 37p. I have not chosen to buy back in but that is solely because I am sat on a load of Skinbiotix shares also showing at a loss at the current sp so am fully exposed in this market segment.

If I had held onto my Opti shares I would not be selling at today's sp as it even with the last set of results it is very oversold. SOH I believe has consistently over promised and under delivered and failed to announce deals that have not materialised by RNS despite announcing them in the first place as they were seen as materially affecting the sp. That said, holders have four positivers to hold onto; Probiotix Health reveal figures that show consistent growth in revenue, Skinbiotix share price rises considerably on the Croda VIP announcement, the big customers reorder prebiotix ingredients in H2 and finally, Sweetbiotix news finally drops regarding a launch into household named products. If the India market takes off in a meaningful way that will be a bonus as well

The Sederma comment is a potent reminder of the potential impact that a clinically proven natural ingredient with ZERO side effects will have on the skin care market and why skinbiotherapeutics near future looks extremely bright. After all, Retinol is the only other ingredient out there that is clinically proven to work but it comes with issues so anything that enables the dosage to be lowered or even removed must be seen as a huge marketing plus
https://www.cosmopolitan.com/uk/beauty-hair/g15163873/retinol-cream-serum/
"Retinol is lauded for its medically and scientifically-proven ability to speed up the skin's cell cycle," he says. "It is one of the few ingredients on the market that comes with this absolute guarantee – it has no gimmicks." The zero B.S. approach makes it even more appealing.
Are there any side effects to retinol?
Unfortunately, retinol does come with some side effects, though these can be reduced by choosing the right formula for your skin type and applying it properly. You should always introduce retinol tentatively into your skincare routine at first, then build it up slowly as your skin becomes more tolerant. Initially, begin using it a couple of times a week in smaller doses. As you start to see results and less irritation, you can steadily increase the percentage – but this has to be done over time (read more about best practice retinol usage here). Overuse of retinol can cause redness, sensitivity and peeling. Keep in mind that whilst using any product containing retinol you'll need to apply daily sunscreen."

Farris, you need to read your own first link properly "85% agree overall appearance of skin is improved*
88% agree skin appears smoother*
82% agree skin appears healthier*.
*Consumer Study with 34 women

The refreshing, lightweight texture is easily and rapidly absorbed. Feel the effects immediately: skin feels smoother and firmer

Existing formula enriched with 7* pre- & probiotic derived extracts became available on 28th August 2019. Any reviews before this date will refer to the original formula, any reviews after this date may refer to the original or updated formula."
So it has been around since 2019 and is not clinically proven and hence not a competitor.

Now read the comment from the Sederma rep re skinbiotix from the RNS Commercial Announcement.
"Arnaud Fournial, Managing Director of Sederma, said:

"The SkinBiotix™ technology has a solid scientific foundation which attracted us in the first place. We believe the technology has the potential to become an essential and significant component of cosmetic products within the rapidly emerging skin microbiome market. We look forward to a fully collaborative partnership with the SkinBioTherapeutics team and to seeing SkinBiotix™ being embraced by our global partners as a key ingredient across a variety of products to protect and rejuvenate skin."

Not as ballsy as Cathal attending Tom Winnifrith's sharestock event on Saturday if results are as bad as you fear. I expect the results to be good, not light wait to see who is right

Well my wife has already told me she can't wait for the skinbotix ingredient to become available and my daughter has said the same so quite a spread in age. This will not be classed as a discretionary purchase and the VIP's will be keen to get a head start on the rest of the clients so no planned delay.

Regarding the miss on axis, the change of strategy at the eleventh hour has explained that and quite frankly I would have been more concerned if the miss had been much less severe as that would have put into question the explanation given for the on target in Feb 2022, material miss in March 2022 reason.

Clio I would have thought those timescales are achievable, but the important thing is Stuart must be expecting sufficient revenues to arrive in the near term from the d2c axis sales , Croda skin royalties and any multi national b2b agreement revenue to comment that there will be no need to fund raise to keep the lights on

belgrano, having watched the interview through for a second time I totally disagree with your view that he intended from the outset to go d2c without b2b distribution agreements alongside. Let's look at this with fresh eyes, in addition to arriving at a combined £1.2M forecast with the NOMAD, he also ordered enough stock of axisbiotix to meet the scale of demand that would have achieved that forecast. So why the eleventh hour change of heart? Reading between the lines, I would suggest that at least one of the big multi-nationals approached Stuart and dangled a rather large carrot in the form of the potential larger rewards associated with taking the whole of the Axisbiotix Pillar sooner rather than later and this caused him to pause and rethink the strategy. Yes, he is now taking an awful lot of flack because of the forecast and spend on upfront inventory, but having thought through the opportunities offered by negotiating the correct deal with a bigger partner gives him the opportunity to replicate the Croda deal with the skinbiotix pillar but on an accelerated basis. i.e. Skinbiotherapeutics as a small an agile company can prove up the products in the pipeline and do the spadework regarding getting the products developed with Winclove and licensed in the different regions, allowing the multis to bring to market their own products containing the ingredients on an accelerated basis.

Andrew, jury is out on that one. All that can be said is that awareness around the benefits and importance of good gut health is increasing, news on sweetbiotix scale-up optimisation and launch is awaited via our unnamed US Partner, Probiotix Health have not yet released sales figures for the probiotix side of the business and they may well be more promising, whilst finally the second half figures for Opti will include reorders from the big partners (H&B at least) so will look good against the first half figures. Put all that together and you have to conclude that at today's sp and Market Cap, if you hold you should continue to do so.

Friedman, re H&B it is worth noting that if you buy online and collect from your local H&B you will have the opportunity to buy 1 get 1 halfprice and buy 4-6 boxes of say porridge at a time a further 25% discount is available plus points towards a further discount voucher by opening and using a H&B rewards for life card. Buying online as many no doubt do these days renders store position of the product irrelevant

Clearly mistakes were made in the rushed launch to coincide with the eye-catching launch date on World Psoriasis Day, after all you really shouldn't be pre-ordering and stocking nearly £0.5M of a shelf-life product (enough to support several thousand subscribers) before your marketing negotiations have been finalised. However, as Phat himself has previously pointed out with his "Bull" hat on, the Croda deal is the big one and remains on target for an announcement this year. Also, the negotiating hand for axis and follow on products has not been weakened, as SA pointed out in his interview, the demonstrated high retention rates are demonstrating how well this product is working for those sufferers fortunate enough to come across the product; let's hope for an announcement with a multi-national sooner rathe than later

Who posted this in June when the market cap was even higher than today? ' I. am with you on this being lowest it can go, it’s very frustrating as the company hasn’t given the market any guidance on what sales are expected to be but just that they will material miss the target.

I believe Stuart isn’t stupid and has a plan, as long as the Croda deal comes off as planned then this will only be a small blip. Time will tell, but I believe in the company and the technology. I will only be buying at these prices and not selling a single

Stuart definitely does know what he is doing but has been let down by the poor quality of the RNS content which he has now acknowledged and hopefully will lead to all future RNS's being proof read with a second pair of eyes from another director as Stuart is most certainly not a completer/finisher as defined by Belbin. At the moment Elric's interviews are having to reset the broken bones in addition to putting flesh on them. For instance in the Nov 2021 Results RNS the following was stated "The Group is pursuing a 'direct to consumer' commercialisation model for AxisBiotix-Ps™, selling the product through the website AxisBiotix.com. The psoriatic community is highly communicative regarding the condition and its treatment, therefore, management considers that engagement with sufferers both directly through social media and via the national psoriasis associations in the target country markets is an efficient and cost-effective way of penetrating the market.
The product has initially been launched in the UK and US with Europe expected to follow in the first half of 2022. There are country specific requirements for food supplements in Europe, including labelling instructions and languages. The product is manufactured in the Netherlands by Winclove, and finished goods are held at a third party logistics company, also in the Netherlands, from where they are onward shipped directly to consumers. Longer term and subject to demand, SkinBioTherapeutics will consider bulk shipping finished goods to the US and UK and then onward shipping locally to consumers. Outside of these markets, for example, Asia, the Group is considering partnering opportunities for distribution and, having begun engagement with potential partners, will look to make progress in this regard in 2022."
As we have now just learnt, engagement with the various Psoriasis Associations has to be done via third parties so is in effect a B2B arrangement. Consequently, wording the RNS as follows would have saved Stuart a shedload of pain and angst when he came to first RNS everything was on track and 6 weeks later declare a material miss:
"Skinbiotherapeutics has not been set-up and resourced as a D2C entity and hence whilst the initial soft launch of axisbiotics will be carried out on a D2C basis to test the supply lines and initiate limited further sales through the use of social media, the Strategic intent is to quickly move to a B2B in the short term using various distribution partners to accelerate sales through the various psoriasis associations and through our partners higher marketing budgets, before further increasing sale volumes through bigger deals with Multi National clients". The March 2022 RNS announcing the material miss could have then explained the real reason which was the decision to move straight to signing up with Multi Nationals because the right deals couldn't be struck with the various interim distribution partners rather than the evasive explanation given in the Outl

B2BnotB2C

Direcon, I not only watched but took the trouble to analyse and interpret what was said rather than shoot from the hip. I have no problem with the ultimate decision to wit for the right multi national partner agreement but stand by my statement that the Nov 2021 RNS incorrectly described the initial intent to pursue a D2C agreement when clearly forward-looking at a B2C distribution agreement with many smaller partners until that idea was abandoned in March 2022. Perhaps you would care to explain why that assumption was wrong based on what you have now been told ?

Bel, the issue is that if as we have now been told that the £1.2m forecast was predicated by the use of multi distribution deals including access to the various psoriasis associations then the Nov 2021 RNS was incorrect as that is a B2B arrangement, consequently, subsequently electing to not pursue a B2B arrangement on those terms didn't happen until after the Feb 2022 update when we were told the £1.2 m forecast was still in track. In Mar 2022 we moved to a formal D2C and the material miss in the forecast occurred

Belgrano, not open to debate we were told quite clearly in the November 2021 full year results that the company were pursuing a D2C route for axisbiotix using media influencers and via the NPF