Member Info for Bazzaman

US stocks rebound on Trump looking at 90 day delay to tariffs.

This LSE web-site is shockingly poor, no trades showing after 11.40am - really!! Why would anybody pay for a premium service on this extremely poor site?

GLA

This LSE web-site is shockingly poor, no trades showing after 11.40am - really!! Why would anybody pay for a premium service on this extremely poor site?

GLA

I think I said it a lot, if anybody can screw this launch you can rely on Stu who has no idea how to communicate with his shareholders. All this NDA crap is another smokescreen for him to hide behind. Yes Croda is what it's all about but he also has a wider business to communicate on and he seems to have lost his tongue when it comes to keeping us informed.

GLA

Given the IMC is on Wednesday 16th April covering both results & launch, I wouldn't expect Stu to communicate by RNS until that day. This week he will be in Amsterdam lauding it up with the Croda bigwigs whilst the two big sellers continue with their selling.

Let's hope Amsterdam is a success otherwise it could be curtains for Stu.

GLA

Don't upset Mad Bel, you'll be in his bad books for good like me, hee hee.

Ever since CF gloated about selling at 28p, his empire has gone into total decline, POLB, EGT are both at all time bottom. Hvivo needs at least 100% rise to get back to his selling price. He always talked a good game though but maybe MMs are punishing his style, who knows.

GLA

Who releases results at 5.30pm, what is Cliff playing at?

I expect loads of mate rates buys showing after hours..........

Https://x.com/Share_Talk/status/1905914669337825757

Most so called investment experts will tell you to have a balanced portfolio to minimise risk. One of the best books I read on investment strategies is 'The Zurich Axioms' by Max Gunther. This book changed my strategy. If you can find one or two shares that you believe can change your life then wow. So I have 22 companies in my portfolio but it is not balanced at all, 2 of them now make up 60% of my portfolio and if they both keep growing I fully expect them to account for 90%. The others are also doing well and pay good dividends but are not my 'life changing' shares. GGP is one and I have significant profits already. My other one is not in mining but is also producing significant upside.

GLA and enjoy the ride as 2025 is going to be awesome.

Hi TomE,

Hope you're well, yes great news and April will bring even greater news. Great weekend to you and your family.

BOL

Elrico to the rescue getting SA to explain the performance that he wasn't able to articulate in the RNS (as per usual).

I think you mean SA Leapfroggy.

So in the Investor meet in December he said that Croda revenue for 2024 would be received by calendar year end. If it didn't happen he should have released a RNS in January saying it came late and would not be in the half-year results. He didn't do that. He could also have made a comment in today's RNS without divulging the values by saying revenue continued in the third quarter (Jan-Mar 25) ahead of the launch which will contribute to the full year results. That would have created excitement and momentum but he didn't do that either.

The RNS, like all the previous ones, continues to be written by somebody who doesn't have a scooby. He spends 3 months without a single communication and when he does communicate he continues to fall well short of the standard of a competent CEO.

Absolutely clueless IMHO.

Stu needs to come clean on Croda revenue for 2024. If he didn't receive any, he should have stated so between Jan & March and not wait fir the results. If he did receive them, then they should be in the results. Either way another screw up by him & Manprit and they should both resign.

Hi Toyin, if Croda revenue was invoiced/received in 2024 then they must report it. Either the half-year results at 31/12 reflect all activity or they are not accurate. He can't have it both ways, NDA or not.

Stu's quotes from the results;

"The commercialisation by Croda of the SkinBiotix lysate has begun and we look forward to sharing the marketing information with shareholders upon its official launch in April.

Marketing information only???

"The big focus for the second half of the financial year will be the official commercial launch of the SkinBiotix lysate to the global skincare and cosmetic industry by Croda next month. We are very excited about this and will report back to shareholders once it's occurred.

It doesn't look like he will be sharing any relevant 'financial' information until full year results.

The question Aquae. He said he would receive Croda Royalty revenue by December 2024. Where are they in the results?

SP falls when people sell, simples.