Member Info for AquaeSulis01

Relevant extract from today's Croda Results RNS
"2022 has seen the continued implementation of our strategy. Beauty Actives has clear market and innovation leadership. We are expanding our range of skin active technologies, from Sederma's high performance peptide chemistry, based around the Matrixyl range, to botanicals and natural actives. Recent launches have included Silverfree, a peptide that reduces grey hair, and BB-Biont, designed to enhance consumer wellbeing by minimising acne-related disorders and promoting a healthy skin microbiome. Within the biotech pipeline, opportunities include novel anti-ageing and anti-dandruff ingredients derived from "blue" biotechnology, which will be taken to market by Sederma. 2022 also sees the launch of a differentiated retinol anti-aging active; by encapsulating the active, we have improved skin penetration by more than nine times, while creating the most sustainable retinol-containing complex on the market, by ensuring its effects last twice as long. As part of our Fast Grow China strategic initiative, and with China forecast to be the fastest growing consumer care market over the next five years, a site has been acquired to build a botanicals and fragrance plant, in partnership with the F&F business.

Beauty Care is being strengthened to deliver more consistent top line growth, through sustainable ingredients and an expanded full service formulation capability, giving smaller customers greater access to formulations containing Croda's high performance ingredients. We are seeing a structural shift in behaviour by customers and consumers towards sustainable ingredients and Croda is exceptionally placed to deliver this, with future growth driven by bio-based and milder surfactants, supported by an exciting pipeline of biotech-based ingredients. Sales of ECO bio-based surfactants in North America continue to accelerate, alongside the development of biotech-derived surfactants to provide a wider range of sustainable options for customers. These aim to deliver an increase in the bio-based portfolio of the business, with an ambition to eliminate petrochemical derived surfactants globally by 2030. Beauty Care is also focused on higher value add capabilities in solar protection and hair care, the fastest growing parts of the portfolio. Consumer preference for innovative mineral-based sunscreens saw sales of UV filters grow strongly in North America and Asia. "

mol/Toyin, the important thing is who issued the forecast for skin; in this case it was the broker albeit normally with the company nodding in the right places. The exact wording from the RNS refers to market expectations not company expectations but the real issue is that in Feb the company stated "The board believes that the market expectations of sales of approximately £1.2 million at its year end 30 June 2022 remain achievable" and yet just 6 weeks later the RNS read "Given the low subscriber levels prior to implementing any significant marketing spend, the Company expects its revenue for the full year to be materially below market expectations. " , that is the real reason the share price tanked.

All that matters now is the steps Stuart has taken subsequently to address the acceleration of sales of axis; elrico's research would seem to indicate things have picked up significantly and hopefully he will be proved right for both Skin and Opti's sake as it will lift both share prices. I also agree that the 80% retention levels which are not in dispute auger well as it demonstrates the product is being seen to work by the end users

CERES POWER SHARES RALLIED 7.78% ON UPBEAT H1 UPDATE. WHAT’S NEXT?
UPDATED 28 JUL 2022
Key points:
The Ceres Power share price rallied 7.78% after releasing its H1 update.
The company had lower revenues but had a promising H2 outlook.
Investors are waiting for JV agreements between Ceres, Bosch and Weichai.
The Ceres Power Holdings plc (LON: CWR) share price rallied 7.78% after releasing its H1 2022 operations update. The provider of fuel cells and electrolyser technology told investors that it had generated revenues worth £10 million during the six months, a significant decline from the £17.4 million generated in H1 2021.

Also read: Five Best Green Energy Stocks In 2022.

The fuel cell company attributed the lower revenues to ongoing JV negotiations with Bosch and Weichai. Still, it reassured investors that the parties were close to signing definitive contract agreements that could unlock significant untapped revenues in H2 2022.

Investors were happy to learn that the joint venture between Shell and Ceres was progressing well. Both companies focused on building a partnership to use solid oxide electrolyser cell (SOEC) technology to generate high-efficiency, low-cost green hydrogen.

Ceres has a significant advantage over other hydrogen energy and fuel cell players. Its fuel cells can be used with various energy sources, including hydrocarbons.

Therefore, companies that buy Ceres’ solid-oxide fuel cells could use them alongside traditional energy sources until hydrogen becomes more widely available. At that point, they could switch to hydrogen energy and go green.

Ceres also noted that it had participated in the UK Clean Maritime Demonstration Competition, which showed that its SOFC technology offers a highly differentiated and fuel-flexible solution that could reduce the carbon emissions of traditional maritime fuels by up to 47%.

Investors celebrated that Ceres had £221 million in cash and short-term investments at the end of June.

Phil Caldwell, Ceres Power CEO, said: “Ceres is placed at the heart of the energy transition, and everything we do is focused on ensuring the success of our partners by deploying our technology in multiple geographies and applications. Whilst short-term revenues are dependent on the timing of significant licensing deals. Our focus remains on building long-term value through scaling the manufacturing capacity for our technology and growing the recurring, annual royalty streams we will receive as partners succeed.”

Many look forward to the signing of definitive agreements between Ceres Power, Bosch and Weichai to unlock the company’s next growth phase.
https://www.asktraders.com/analysis/ceres-power-shares-rallied-7-78-on-upbeat-h1-update-whats-next/

Good find mol, looks like research in support of medibiotix looking at the nature of staph infections

https://www.nhs.uk/conditions/staphylococcal-infections/

Ty

I know you didn't mention acne mol, but you did say it was aimed at 50 + yo's; where did it say that?

elrico, do you know many 50+ yrs old people with acne :) or has mol got that wrong?

Should also point out axis bioti x i s nothing to do with cr is a which is produced by winclove on behalf of skinbiotherapeutics

From Nov 2019 end "Under the terms of the agreement, SkinBioTherapeutics' proprietary SkinBiotix™ platform will be paired with Croda's expertise in the development and commercialisation of unique, sustainable, cosmetic ingredients, focusing specifically on the growing skincare actives market. Sederma, part of Croda International, is a specialist in bioactive ingredients for the cosmetic industry, and will be responsible for the development, manufacturing and commercialisation of the SkinBiotix™ technology. As design and build of the active ingredient is carried out there will be concurrent testing in focussed application areas which will be detailed in further, additional agreements.

Any licensed products resulting from this agreement will be sold to Croda's global portfolio of Personal Care customers. SkinBioTherapeutics will be paid tiered royalties based on global sales revenues on any licensed products derived from the partnership which will be subsequently agreed on successful development of the technology.

Sales and distribution rights are for the cosmetic sector alone, leaving SkinBioTherapeutics to focus on further applications of its technology in other sectors."

Well, I have taken the opposite view to the crowd and sold my Opti holding in favour of Skin.
I see Opti's first generation prebiotic products as discretionary purchases. For instance, if you go to the myprotein website, Impact diet whey has been reduced from £10.99 to £5.99 at a time where inflation is driving prices up and is attracting 1000 purchases over 24 hrs
https://www.myprotein.com/sports-nutrition/impact-diet-whey/10530657.html
Impact diet lean was selling 10% of that figure at twice the cost and interestingly the live 24hr figures have now been pulled for that product.

Also, Opti's biggest prebiotic seller, slimbiome, is thanks largely to their biggest client, Holland & Barrett, who are also having to heavily discount their slim expert range at a time when ingredient costs are rising; another discretionary purchase.

On the plus side, an increase in skinbiotherapeutics and Probiotix Health share price will act a s a safety net, as will any further progress and news on sweetbiotix.

In the near term though, there will be news landing for skin about their oral hygiene research, axisbiotix sales progress and the skinbiotix launch via Croda, so on balance I see the biggest share price rises occurring here

For info, the Probiotix Health divi shares now appear in my H&L Account as a dummy line

Just to reinforce PJ's bullish comments about the Uranium holding and future market for it.
"Andre Liebenberg, CEO of Yellow Cake, said;

"I am very pleased to report on another year of considerable progress. We have remained focused on our strategy to buy and hold uranium, providing investors with the opportunity to directly participate in the continued rise in the price of the commodity, which in turn has generated consistent returns for our shareholders.

In 2021, we raised approximately USD375 million to acquire 8.35 million lb of uranium during the financial year, which with an additional purchase after year-end, means we now own 18.81 million lb, doubling the amount since the end of the 2021 financial year.

The confidence we have in our longer term outlook remains very strong and this is driven by the same supply demand fundamentals that have supported the performance to date. We expect to see a sustained increase in uranium demand and price increases in years to come as the global demand for clean energy highlights the need for nuclear energy. We have seen very positive policy developments in the US, the EU and in China as nuclear is increasingly recognised as a core way to urgently address climate change. Yet despite a clear growing demand picture and recent prise rises, supply remains severely constrained, and looks set to get even tighter as utility companies around the world start to address their future uncovered fuel requirements. Yellow Cake is very well placed to capitalise on these market characteristics."

Netflix reported better than expected figures with shares jumping 7% after hours trading

nick, agree with your ii statement, but averaging out trading volume/value is pretty meaningless. On the ex dividend day minus 1 and the day itself the volume traded was 1,025,903 and 1,266,557 respectively. Until the 5th July, volume traded most days was less than 100,000 and was mainly sells. The 5th July say volume traded rise too 711,136 and stay at an elevated rate until the day of he sweetbiotix announcement when volume traded leapt to 1,161,603 (mainly buys). This infers to me that pi's that jumped in and out for the dividend have returned on the sweetbiotix news.

Quite a reasonable discount to remove the financial uncertainty, avoiding expensive debt and providing the funds to take the company forward. I can see the share price recovering quite quickly from here

skid, don't forget I found and posted this on 5th July which preceded the announcement so if people put 2 and 2 together?

Has Opti started selling sweetbiotix to end Customers?

https://www.knowde.com/stores/optibiotix-health-plc/products/sweetbiotix/

Just bear in mind that as most shares are tightly held by institutions/companies that the short has such an influence on sp because it is the floating shares that move the stock on a daily basis and there are far fewer of them

skid, isn't the explanation as simple as volume and sp rose to 40p following the announcement of the Probiotix Health float and dividend, a number of sells followed the qualifying ex dividend date being met leading to low volumes and a falling share price, and then news of the sweetbiotix deal led to a return to higher volumes and share price bounce back as previous sellers got back onboard?

nick wouldn't disagree with your reasoning although would add that as Seed Health are such a major customer for LPLDL it wouldn't surprise me in the least if they took advantage of any major weakness in the Probiotix Health share price once the lock in ends

Positive update from Kavango today