Member Info for belgrano

For me I've a few good takeaways from his words.
1. Agrees with the broker forecast that uk axis sales could reach 1.5M by mid year or so. ...Not USA numbers which could be multiples higher.
2.Spending tightly controlled with nothing spent on marketing ..yet.
3. Clearly has a marketing and product development plan which is under way, aiming for global reach and not "a one trick pony".
4.High confidence in proven product and sales achievability.
5. Confirms that low numbers required to achieve profitability...means margins highly attractive.
6.Timeline since launch actually very short, other companies can take many years to achieve equal comparisons...Also only forthe first product.
7. Croda's recent announcements...saying we are more attractive to them now they are moving in our direction, and at least two other recent acquisitions of companies by them would further tie into SBTX products...teaser here to investigate further. Also wording indicates forum postings are being read.

So all in all a very encouraging note, and nothing given away that's not in public domain already, so no special treatment.
..
Just an extra bit for your question wonderer,
In scaling up the Sederma lysate it was found that that its most beneficial qualities become much more powerful. Exact reasons suspected but not clear. Its potentially much more valuable now than when the "small batch" samples were made.
Current finds are currently under investigation...so lets put ourselves in that situation . It wont be good to charge one price, and in 8 weeks time demand a much higher one...far better to hold off a tad till everything is clear and not upset the customers either...for my 6 eggs this is exactly why we haven't heard anything yet...Its actually in our best interest, but may impact original time line.... these last comments are my views .

Confirms numbers we suspected, profitability point, and that he reads the forums.
Message sent.
Tue 11/01/2022 02:51
Good morning Stuart,

I wish you and our team well as our soft launch continues. One thing that has disturbed me is the broker forecast for sales in the next 6 months of 1.5M for the UK alone.
We know that USA sales will eclipse those sales by a good factor.

Are you really comfortable with those numbers or should it have been for all Axis sales.????

Think its really important to get somewhere near it as the 1.5M for UK axis alone does say to me to be widely ambitious. I'm currently in Lanzarote at the moment and if you say you stand by it, I'd be "over the moon", however would much rather go into this new year with realistic expectations.
Also want to avoid any huge loss of confidence which happened with me with another aim company (no names here), when similar huge broker growth rates didn't even come close.

Really appreciate your replies, it certainly makes a lot of difference to myself and a private small local consortium of investors.

Very best regards,

Alan Clark
and reply below.........
Good Morning Alan,

Thank you for your email and a Happy New Year to you.

As you know I am forbidden from commenting on forecasts and indeed am unable to provide them to the market. However, I agree that’s the number appears ambitious and I think many have misunderstood the meaning of a “soft launch”. We have spend literally nothing on marketing and as such, at this moment, can only reach those that are accessed via the various associations. What is important is that people understand that this product really does work and I am trying to build a global market here, to do that I need a strong foundation and not one built on quicksand. This will take time, but it will absolutely come. We are not a one trick pony and have multiple strands to deliver but we do so with a very limited headcount and a tiny marketing budget, which all in all makes this even more impressive in my most humble opinion. One thing is clear, we only need 2,200 subscriptions to get us to circa £1.2mill in revenue and circa 3,500 to get to break even. There are some potential wider strategic opportunities with Croda’s recent announcements which make us even more attractive to partner with, I will leave you to do your own research in that space.

Enjoy the sunshine in Lanzarote, it is rather crisp here to say the least.

Most sincerely,

Stuart

Stuart J. Ashman
Chief Executive Officer
SkinBioTherapeutics plc

You are right AqaeS,
I did have a picture of the warehouse somewhere, its certainly sized for large scale storage and distribution. We also know we were Wincloves 2nd biggest customer with our supply order last year and likely to become the largest. Thats one for the record.
Believe product has a decent shelf life, and we were told warehouse was filling up prior to the launch last year.

oops sorry about that.
Also agree because current price is artificially low bought upon this company because of a fire sale in stock more than demand could satisfy at right at a really critical time for this company. Its water under the bridge now but we know the mm's then offloaded other stock they held knowing they had almost exclusive rights to cheap stock at the strike price.
This KO'd it below support levels and chartists support failed. Many bailed during this period at various levels with a good few hoping to buy back cheaper and I believe we had some major players and mm's, in this mix to boot.
Queer thing is, although many anticipate bad news due to the price drop, the circumstances for that are pretty unique, and I've yet to find any definitive proof that things are not as to plan with the soft launch.

I also agree as we kno

Hi Rebarn,
Yes as a retired individual, from an investigative background I do like to spend large amounts of time researching the companies I invest in. Almost a hobby which I enjoy. I try not to wear "rose tinted glasses", and have often pulled out of a stock fast when I dislike the way it's being run. .My main exit from OPTI being the last factual example. However that research does tent to find whats likely to happen after our "soft launch", with some facts revealed that I've tried to share with investors here. Unfortunately I've found many of the worse kind of individuals on these boards like this, and as a result tend to tar them together which in hindsight is probably wrong,

Think your comments regarding study verses trial, are miss spoken and I've heard similar from Kreature and his mates....that shows their tactics do work. Did you not see the reasons why it was made into a study....I cannot believe that for one minute. I also see you have not showed me one bit on what I asked. Please point me to just one bit where there is not positive news.......What is this evidence that's staring us all in the face...Have you actually read the broker forecast??

Trouble is aim can be sentiment driven, when share price falls sentiment follows it regardless of what the all important company news actually is. Then those investors actually believe things are going badly, where I currently believe they have never been so good.
Just take my last post where I posted "unsubstantiated" reports about a large attempted share buy which got refused...
Apart from the why it got refused , what do you think the share price would be it it was true and had been accepted...., or a higher one accepted next month...it would be near that accepted price for sure within a few short sessions...guess then I'd be hearing how good things are going....or has anything really changed.
Very best regards rebarm..
Bel

Just firstly like to point out that I have no proof or concrete knowledge of what I've been told in a couple of notes from separate investors, and it does effect both our companies. So please disregard if you wish.
Firstly some facts..
https://www.reuters.com/markets/deals/uks-croda-agrees-1-bln-deal-with-cargill-industrial-chemicals-unit-2021-12-22/
and their targeted acquisitions over the past few years, it clear from them they have been moving in our direction for some time, with 2 share acquisitions and 8 companies bought outright.
https://tracxn.com/d/acquisitions/acquisitionsbyCroda
They do have other companies that would tie with other SBTX pillars.
Now some unsubstantiated points that I've been sent.
Croda have been talking To SBTX over a hell of a lot more than Lysate, which might prove a lot more valuable than both companies originally envisaged.
and from another mainly OPTI investor...SOH turned down an opening offer for the SBTX stock that OPTI hold...was told 50p.
However it is a natural tie up for Croda, and one I would hate to see happen currently.

Hi rebarm, could you point me to where there is not positive news.
Understand you may like the price lower, but did you miss the very many posts stating that no information over launch would be forthcoming....Do you understand that...lol.

Nothing cheerily about it RAB. Your very first post was to discredit some people I have actual trust and respect for. I don't for one second think you are an honest investor, and doubt you are invested at all. If you were you would have not tried to discredit people in a roundabout way helping the company you are invested in. We do seem to have them pop up when there is a sell run on the stock with uncanny circumstances.

Welcome RAB, 1st post we see. However your kind message is informed and aimed at a dig at psoriasis sufferers who have found that axis has made huge improvements in their life and skin conditions. Know he posts to try and aid fellow sufferers which is pretty admirable. I've actually met and chatted to one of those posters and know he's the real deal. Perhaps you would like to introduce yourself and reveal your true motives.
Look forward to your reply.

As another example of our company already being way ahead of me in ideas, Looking at the requirements for the NPF to further endorse our products I feel we could achieve. Incidentally it would be the only product that works from the inside out so to speak. I sent a suggestion to our team....Again they are way ahead of me.
see below.. I took out a personal bit at the start.

We are already in discussion with the NPF regarding their seal of recognition or their “rosette” as they like to call it. Like most things, it is a process, which is well underway.

Many thanks for your continued support.

Most sincerely,

Stuart

Hi Beinthe lead,
Perhaps we both got off on the wrong foot, tis new year after all and you make some valid points worth discussing.
Its true Mr. Market values a company on performance and RNS's.
However it also often puts in value based on other factors such as...value of IP, quality and history of management team, and the big one market potential and chances of achieving those goals.
Development plan /pipeline / future research in forefront technology tend to have little or minor difference.
Also another biggie especially for this company and imparting zero value...very realistic changes of have to fight off a predator. Already smelling smoke here.
I believe through diligent research that we are much further down the road than has been reported to Mr.Market, and I give thanks to those investors who have often e- mailed me with often un substantiated facts.
What I have found is when I've thought of something that would aid our company I've mailed our CEO and nearly at every point they are way ahead of me already. Know others have also done the same with other items. I'll share another positive example soon.
As for traders, and know some investors do a bit of each , seen plenty of examples where they have climbed aboard when hearing of some upcoming news, only to jump ship within the first hr of that good news being announced. We know this does happen with volatile Aim stocks, and many true investors lose out as a consequence. In my book if you really trust our board, better to have just a few announcements, and perhaps a few "investor presentations", that all are invited to. Yep you also have to put yourself out to attend, like I did in driving 8hrs round trip last year, as well as those serious private investors that flew in from Ireland. Hopefully we can have one nearer to home, but would more likely be something like outer London.
As for current price, I think once news is released it will certainly regain a lot of previous losses, as I believe this was due to dumping of more stock than buyers could accommodate for non SBTX related reasons.

Thanks Larus, I missed that ..and its pretty significant for a company moving into profitability. Think unless you needed the money and I was one of those with options I might have kept the previous higher amounts.

I can see the merits in staff retention/ salary reward in this move, and in a longer time frame reduction in the number of share options is not bad.
It also says to me that quite a few of these shares are going to be exercised now strike price is below current price by a large percentage, and probably the reason for this RNS is so those employees can sell their stock, and raise income if they so wish.
It also says that we are going to see some/all of those shares put on the market. Worst case 400K which I doubt, which looking at current volumes will not be positive.

Believe on the whole its been recognised that its mainly the traders who quest for a constant source of news. OPTI was the same , indeed a traders dream at selling every positive news snippet and RNS. They tend to act on that news rather than holding and waiting, this can snowball price swings.
Prices here are currently low as I've been informed most traders and chartists would have left a while back when previous support failed, resulting to the levels we now see.
I pleased they have left, but still holding firm at current price.
Know Stuart is more in favour of a low cost "Manchester type" meet, where the investors here made the effort in a "non formal setting"- which I much more prefer, to meet the team and jointly discuss company happenings, opinions and plans in much more minute detail than could be pasted in any RNS. Its also a golden opportunity for our team to accurately gauge investor sentiment and support by looking us in the eye over a cold beer and we tell them exactly what we think.
Believe there was discussion that we will do more this year perhaps further south to enable every investor here that lives that way to attend if they so wish. Would love to meet many posters here.
Just trying to gauge things here, with a simple question. "would you attend, and support it?"

One thing I would suggest is that the "beauty parade", as it was fondly called has already taken place. Certainly the reaction I received when actually talking to Croda about the lysate months ago, was that they were on the point of gathering orders.
I know its a natural reaction with the aim market that if you are not updated via an RNS things are not going well. However can I suggest we put on a different perspective and that is things are going better than anticipated.
Certainly the price might not currently be fixed and revised upwards following some recent positive discoveries. If I was the company and found the same thing I would most certainly hold off even if everything was constructed and ready to roll. Especially when faced with such a significant (and possibly a hell of a lot more to come soon.) increase in product value.
I'll post this again in case it got missed...Dont think investors are asking the right questions here..take advantage.
Stuart J. Ashman
Thu 23/12/2021 04:06
Thank you Alan, much appreciated. The new potential claims will not slow Croda down at all. The v akisation will run concurrent with the scale up and plant build. Should the new bacterial activity be validated then they can charge more for the ingredient therefore we make more in royalty payments. Should the claims not prove valid then nothing is lost, we stick with the original claims.

I trust this answers your question?

Thank you for your continued support and I wish you and your family the very best for Christmas and the coming year.

Stuart

Stuart J. Ashman
Chief Executive Officer
SkinBioTherapeutics plc

Hi Cliostock,
For me your target of 2800 subscribers is almost a currently very difficult target. Mine was 1500 sales in a couple of months time..Please let me explain my rational.
We know the launch is deemed a "soft launch"...well whats that......What it means they are going to start with just those who sign up via the axis website and who have probably heard about the product from the study or from opti/sbtx websites, or the NPF webpage.
During this time, the company will iron out issues with "distribution and packaging". Believe me there have been plenty of issues, and did hear they were glad they went for a soft launch first, otherwise the number of issues would have been far higher with much greater numbers.
We are fortunate that this product launch is nearly a year ahead of plan.
When trying a new product, most would not opt for subscription unless they know they want it fore ever. So thinking about the initial half price offer which gave 2 months supply, those that just bought a month might oly now be making their minds up about being a subscriber..and say you just bought the product just before Christmas, might still be 2 months away before making that decision.
So its now easy to see why it will take 6-9 months to get any realistic product data on subscriptions. And its regular subscriptions that will make the difference with this company.
Now we got onto the next bit.....this company is just getting started on sales and they have a very well thought out marketing plan already in operation, with a proven business model....its most certainly not..."well this is all we will do, hopefully sales will grow from here"....this is a fundamental key difference, and why the start was soft.

Guys, the professional troll wants us to engage. Then he disrupts which was the original objective. They are really really good at it. I know many who only read on here havn't met ones of this calibre before, he destroyed a really good forum on the ADVFN board.. Never believe BS that they even hold stock. Many know who this person actually is.
Best is the new years spring clean straight to ignore..I cant see what he prints, but I appreciate the kind truthful words Pompeygs.

Cracking post Cliostock, brings it all into perspective. My mother takes the treatment to see if it would aid her arthritis in her hands, but didn't start till December, with a one off months supply.
She does think it giving her improvement so asked me to set up a 2 month ongoing subscription for her, which I've just completed. Know its not what the treatment is directly aimed at, but another "mini trial for her " which has led to another subscriber.

Yep confirmed as the regular disruptive troll from the other ADVFN board.
Well guys happy new year and best thing is to start on some decent house cleaning..so.
1. Click on regular "share chat".
2. Click filters.
3. Enter Odysseus07, then click filter.

I actually had to figure it out, as we've never really had loads of trouble up to now. Hope this helps others by keeping the disruptors out.