Member Info for Bazzaman

I see bin man is still spouting his garbage on today's Substack. I quote 'I also stay well clear of management, having never spoken or met Ashman'. Really, I remember him saying last year he was one of the few people at the AGM. They both can't be right can they!!

It's clear that the only person who can remedy this situation that everybody is unhappy about and put an end to the criticism that he deserves is Ashman himself, but he is so stubborn he thinks he is doing a good job. The longer he stays silent the deeper the crap he hides in becomes. The vote is coming.......

There isn't a shred of evidence to support Ashman's assertion on 6th October that Superdrug would be selling the products imminently. There also isn't a shred of evidence to support bin man's view that LTH's are selling their shares. Both are fabricated stories to suit their own agenda. As a said before, Ashman and Dustbin two peas in a pod.

Last year the vote to get Ashman out was on 7th December, anything close to that date is not too far away. Remember how bad he has been in 2025 and do the right thing!!

Emily Bertram is another interesting one. On SBTX website it says she is Group Finance Director. Manprit resigned on 31st May and according to companies house https://find-and-update.company-information.service.gov.uk/company/09632164/officers, she was appointed on 31st May as Secretary. Something amiss here as well Stu.

Can't see any, it's imminent though. Don't laugh too loud.......

Superdrug website.

Search results for "axisbiotix"

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It must be imminent though because Ashman said so............

Mates rates in the corrupt world of AIM.

Not sure I follow that either, TAM (Global) is $1.7Trillion and SOM (USA) is $7.1Billion. That makes sense to me, one is trillion and one is billion or am I missing something.

Dreaming reminds me of a comment from you know who on the Substack today 'Shares are always about the future'; 'The trick is the game of investment is to let others build up a company, with their capital. You then buy into that company just at the profit inflection point......'

Yawn, where his argument falls down is that he thinks because we complain about the clown we must be selling our shares. Nothing could be further from the truth.......We are all in this to make shedloads of money Billy boy, wake up and smell the coffee, Ashman doesn't have a clue.

Don't worry though, Ashman said it was imminent another word in his vocabulary that doesn't mean anything.......

No surprise there Aquae, neither has their website.

I see TW has commented on the lack of announcement from Ashman, clearly another own goal.

Another week goes by and Monday's RNS on Superdrug bringing false hope as no store has any products and you can't buy them on-line. The SP is down on the week. Ashman still snoozing in his bunker dreaming of a Croda takeover bid, hoping that it happens next Thursday when they do their big reveal so that he can retire and leave the mess that he has created behind. Dream on...........

AUS$8.08=£3.99

GLA

R55, I agree. There's a lot going on that we are not aware of, I bet Ashman is not easy to work with. His communication skills are so bad I bet all the staff wonder around like headless chickens not knowing what to do next.

I can't see any of them surviving once Croda come calling and put them out of their misery.

An old Genesis number there Mol.....

Oops, must have found out what a crap company he had joined. Mind you he wasn't that inspiring on the last IMC presentation.

Where's the RNS? Dozy Ashman obviously forgot to tell us.

Https://www.investorschronicle.co.uk/content/bb69bdab-4896-41c5-b243-8c207cb786eb

Nice write-up.

AI's view of Croda takeover.

Croda's acquisition of Skinbiotherapeutics (SBTX) is a potential strategic option, not a fixed point in the current agreement, but it would only occur if Croda decided to purchase the SkinBiotix technology platform rather than continue paying tiered royalties based on sales of Zenakine lysate. This acquisition could be driven by Croda's desire to consolidate value and secure the technology platform for other applications, a move that would likely involve an upfront cost and a transfer of intellectual property. The decision hinges on Croda's strategic evaluation of the long-term value of the SkinBiotix platform versus the ongoing royalty payments.

How the Current Agreement Works

Tiered Royalties: Under the existing agreement, SkinBioTherapeutics receives tiered royalties based on global sales of licensed products that use the SkinBiotix technology.

Confidential Terms: The specific details of these commercial terms, including the royalty rates, are confidential due to market competitiveness.

Why Croda Might Acquire SkinBiotix

Consolidation of IP: A takeover would give Croda full ownership of the SkinBiotix intellectual property (IP), which could be a strategic play to control the technology.

Broader Applications: The SkinBiotix platform has potential applications beyond beauty and cosmetics, which an acquisition could accelerate.

Long-Term Value: The acquisition could be more financially beneficial to Croda in the long run by consolidating the core asset and its value.

How a Takeover Could Happen

Strategic Decision: The decision to acquire SkinBiotix would come from Croda as a strategic move, not as a predetermined step in the existing partnership.

Negotiated Purchase: If Croda decides to move forward with an acquisition, a new set of terms would need to be negotiated for the purchase of the SkinBiotix IP and technology.

Potential for Re-licensing: In some hypothetical scenarios, Croda might acquire the IP and then license it back to SkinBioTherapeutics to ensure operational continuity.

Don't worry old fool, Ashman will ensure it continues to drop with his silence so you can buy some more.

AUS$8.3=£4.09

GLA