Member Info for Bazzaman

3 more days and my specie shares would hit 11 months lock-in. Nothing from IG. Absolute joke.
GLA

New RNS from company commenting on share price movement.
Share price movement

The Board of SkinBioTherapeutics plc (AIM: SBTX or the "Company") notes the
recent share price movement and confirms that it is not aware of any material
commercial or operational reason that might be the cause.



The Company's position on sales of its first commercial product
AxisBiotix-Ps® was outlined in the Interim Results dated 29 March 2022 where
management acknowledged slower uptake than originally anticipated, and that it
was not possible to predict the quantum impact on sales.



The team continues to focus on driving sales of AxisBiotix-Ps®. The marketing
and advertising campaign is now very active, using influencers who have
psoriasis themselves for the digital campaign and advertising in regional and
national newspapers such as the Mail, Telegraph and Metro. The product
continues to receive very positive customer feedback and the subscriber
retention rate is now >80%.



Other pillars of the business, including work with Croda/Sederma are
progressing accordingly to plan.



As always, the Company will continue to inform the market should there be
additional news flow.



-Ends-

Results are out on Wednesday, so anticipation I think.
GLA

GGP - Have it on me

Has been published in the magazine today so might see some movement later or on Monday once digested.
GLA

It will be posted on the Sharesoc website but you might need to be a full member to access it. I'll check once it's been added. The PowerPoint presentation should be on POLBs website.

He did say that there had been problems and gave IG as an example. He said to contact POLB & they would be happy to pursue brokers.
Jeremy gave a good presentation, he has contact his own broker to purchase shares so expect an RNS sometime soon once they have been executed.
CF said Mo shouldn't have said no more spin outs this year from ORPH. He is hoping to address spin-outs back end of this year once markets are more stable (Nov/Dec) if not then (Jan/Feb 2023).

Hi Tom,
My average is 7.88p so in profit still.
Yes still in TW, long-term hold for dividends for me.
All well thanks, just listened to part 2 with Shaun. Expecting big things here.
Take care Tom, ATVB.

Just got another 50k shares at 11.997p - happy with that.
GLA

E-mail response from IR at POLB.
We continue to engage with IG and have connected them directly with our Registrar in order to resolve this issue as soon as possible. As far as we understand, all certificates are centrally processed at IG’s brokers main office, then are shipped out to other offices (sometimes in other countries) for processing. It appears that some of the certificates issued by our Registrar have been misplaced. The Registrar is now in direct contact with IG and their broker to reissue any misplaced certificates.

Thank you for your ongoing patience. Rest assured we will continue to work hard from this end to ensure your shares reach you very soon.

I sent a pre-question to Sharesoc for CF/Jeremy to explain what has gone wrong with this process and what can be done to expedite it and stop it happening again.
GLA

NCM key dates are quarterly results 21/7 & full year results 19/8. 5% needs to be resolved and probably will be aligned to full year results. Once that happens then JPM will close their short.
IMHO SP will just ebb and flow around current levels until then.
Bamps filter the trolls, they are just not worth it.
GLA

Here's another one.
https://refreshmiami.com/new-autonomous-vehicle-remote-monitoring-and-control-center-lands-in-boca-raton/
GLA

IG's latest share chat response to my query.
Our broker is yet to receive the share certificates from the registrar. As soon as they do, these will be booked. Our team is currently working on the same, We appreciate your patience.
Shocking attitude, they don't give a toss.

SP down 9% this morning, big sell-off following the presentation last night. Let's hope some new contract wins happen soon otherwise a weak summer ahead.
GLA

Thanks Wally, good notes.

Looks like the sell off on ORPH has been extended to POLB.

It is not easy to work out which calendar year revenue is recognised.
At 31/12/2020 Order book was £41.6m - Revenue for 2021 came in at £39m
At 31/12/2021 Order book was £46m - Revenue guidance for 2022 is c£50m
At 01/06/2022 Order book was £64.2m with revenue to be recognised across 2022/2023/2024
Clearly more contracts are needed 2nd half of 2022 for revenue guidance to increase for 2023/2024.
Agree with Titan that CF/Mo need to be more specific on revenue recognition. The Order book is useful but needs breaking down into specific years from an estimation perspective.
Mo also needs to commit to buying significant volume of shares and hopefully that starts today Mo.

https://www.youtube.com/watch?v=0NpA6yJRSv0
Results with Mo.

Imutex is valued at £7m, PrEp is valued at £0 (zero) & DIM doesn't even get a mention - yikes.
Looks like the SP should stabilise at around this price until they win some more hefty contracts.
Interesting to see how they play this at the presentation later.