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Surely the real question is -

How important is Zenakine to the Croda bottom line?

Interesting developments with Sweetbiotix.

Some comment over major customer interest.

Prepared here to see if it goes…….this time.

For those large priority end users with Zenakine available since mid 2024 surely product must be on market already or at least in stock for release preferentially by country.

Any thoughts out there on season launch preferences or market by country?

The Bazza opinion may be valid but has long since reached the boredom limit and has now has a negative effect to that intended.

Worthy of being admitted to a green box. The funny farm is next?

AFAIK because US citizens cannot trade overseas shares.

Because some products are not able to valued the promoter is allowed to create a share backed OTC share to reflect interest in a local US unit. That may be one share equivalent or a multiple of small valued shares. How the organiser of this scheme converts numbers up or down, I have no idea how interest in US drives the original share value but I assume positive forces in US market can set up a demand for price rise and also the reverse.

I trust someone knows a lot more.

Probably the way to go in the light of suspicion of long term use of the injectables especially for the pancreas.

On the original comment from raytheg about a 5 to 10 year full take up.

With Kenadine being a shoo-in for current ingredient take up should be an order of magnitude quicker.

Good reason for extended NDA.

Obvious that Ashman needs to practice walking on water to impress some here.

On the surface it says all the things we want to hear.

Five tonnes of Slimbiome this year looks good

So the Singer note is wrong. As a group that has been accepted but still worried by the dog.

Please tell Fido the rat is dead.

So let us stop discussing that point and look forward.

The real and only major problem is the lack of some news, hopefully good news, to finally bury the stinky rubbish pile.

H

Just in case it gets missed, this update is fully three weeks ahead of last year.

Maybe the contribution from PBX will be significant when compared to a sluggish Opti offering.

Ignorance here on take over rules but surely it would be illegal to launch a bid without full knowledge of the turnover to date.

Also SBTX would own the IP which value is independent of sales to date. How is future value evaluated?

It is not based on current performance but purely on the future value to end of agreed period then discounted to NCV. Difficult!

Yes, an announcement from Croda is the only meaningful one.

Numbers mean nothing anyway as shareholders still do not know the rules until revealed

Highly desirable to keep the two subjects separate. Announcing the IMC today creates the required separation co that Zenakine figures can stand alone.

All IMHO so is a valid reason to totally ignore.

One option would be to muse elsewhere.

Try ADVFN, that is where most musers are.

Well thought out and if achieved this type of growth sees prospective PE rising quickly to 50 and beyond.

What cosmetic company can afford NOT TO HAVE in its mix by mid 2026?

Listening to some Elrico commentary from SBTX CEO Ashman, any rise from predicted good news should help the 8%(?) held by Opti and by itself could trigger a significant rise.

It seems that the inclusion within the patent that the technology can apply to the general definition of these bacterial families, this makes it more difficult to develop a competing product without being able to prove specific benefits by using different input bacteria.

For those with a short term focus to get them on to the Slimbiome pathway, there is the initial injection route for a quick response but avoiding the extended side affects by dropping into a Slimbiome regime for the ability to maintain a quality weight level.

But who will get that underway?