Member Info for belgrano

Remains to be seen if our greedy MM, continues to try and sell down this stock for financial advantage and then likes to brag about it. Its what quite a few of the traders do anyhow, buy on a larger scale.
It is pretty easy for them, when you have a 94M cap and zero income.
This is actually about to change in another 8 trading days, when the launch starts. One big advantage is payment is taken as soon as shipped, so same day as order placed. Will start as a trickle but will build and its not "jam tomorrow".
However thinking about the MM's actions, if it had not taken place the share price would have been in orbit now just like OPTi's was in the heady days prior to their launches. So in effect those who have been accumulating since the summer would not have paid heady amounts like that stock rose to.
With OPTI, the companies selling our products were sluggish at best to get off the mark, and company payments deferred as per contract in many ways, and then disappointed holders in quantity, which has caused loss of confidence there.
Here we have a much greater unmet need, coupled with free pinpointed marketing , so reaction should be what many of us wished for with OPTI.
Just a differing viewpoint to think about.

Hi Fitzy,
I disagree with your second sentence, however agree that a 95M valuation demonstrates the market does expect a lot.
To answer your question exactly 20M annual earnings equates to 37,240 subscribers, or 0.045% of the currently suffering membership of the USA national psoriasis federation who are endorsing our products to their members. I believe take up will eventually be much higher.
It may be 5X earnings for a bog standard retail company as you know fully well, however for a company that's likely to see those numbers surpassed before late summer and potentially almost break even early in the new year I'd stake mr. market will look closer to 30X. That puts a completely different perspective on things doesn't it.
But if you decide to sell good luck finding better opportunity elsewhere, but tomorrow morning would be good as I like a cheap top up.

Fully agree AquaeS,
and if we have any doubters out there just look at 1:21 for a minute or so. This certainly comes from the very top, with the highest of recommendations. Why I've been so bullish for a while now.
https://www.dropbox.com/s/a3u3ddd4iilb5w3/SBTX14.10.21.aac?dl=0

My best mate the African Matchbox seller, has just found out that the huge 6M strong jungle tribe just over the pond cannot make fire, and wants to start posting boxes of matches to all of them. He's found a huge tent and has asked all his current tribe to start making matches for them. They wouldn't do anything at first under he showed them the size of his order book, and now they have turned over nearly all their normal work into making matches. He actually wont tell me how many have signed up until he manages to get his regular orders in and grab his market share.
Well he wants a soft start to make sure everything floats across the pond to the right people so he says his best mate the packager and poster cannot handle more than 10 orders a day to start with but promises to increase at 5% daily if everything goes well. Everyone must undertake to always buy or subscribe from him.
Well running those calcs......week 1....55boxes, month 1...... 335boxes.
However month 2 say by christmas 1015 boxes on top of the first 335.
Month 3..... 1750 boxes, so now 3100 boxes total. Those match boxes are dear as there's nothing else like it on the market, and he charges £535.7 a year or 1.5M per 2,800 customers.
Blinking heck, end of Jan hes looking at 1.660 M a year turnover and hes margins are very good.. (good job hes recycling the packaging and contents)
and now word has got round that 3k can make fire over there and the rest of em want matches now.

Very rare indeed is an opportunity such as this, even my lifelong friend and serious private investor who accompanied me has already purchased additional stock today stock and believe me hes a reallys shrewd investor of the highest calibre.

Know I'm going to wake up tomorrow and say "oh ****", however we are a totally open and honest forum.

Just going to throw something else into the mix now, and I'm going to be honest and say I've only just realised it, but come Monday I promise i'll be acting on it. It continues from an early post of mine where we know a unknown big player has been trying to sell this stock down since the results RNS. Stuarts bombshell that Winclove were in effect churning out our product like no tomorrow was clearly pre arranged and we had three management members there to support him. However please look at shortly after, at 1:15 when we discussed who's been selling our stock down to gain profit. Stuart was not over enamoured (a close friend thought he wanted to punch his lights out) when he had a bragging MM boasting that hes "made millions out of us" , however those actions have us now at quite a false price low since the last results RNS, and I think he wants this deliberate sell down of company stock to stop, by releasing the Winclove information.

I can echo that sentiment moorlander, been closely tracking what we require to multibag from here with a 100M cap company with currently zero income. Defo on track, and so extremely pleased. Seems Winclove also know it as well, as they are pulling out all the stops.

Hi Odysseus,
No talking about the pharma pillar of SBTX, takes a good few years to get to fruition . Also not on the recording as it was a private conversation after. Effectively I said if this company continues in the way its currently going in what we know now, no way will they ever get to develop the Pharma stage....Because we will take so much of the cake, big pharma will be looking for us..lock, stock, barrel. All present (please dont ask ) agreed.

Bit of light listening. https://www.dropbox.com/s/a3u3ddd4iilb5w3/sBTX.aac?dl=0

A lifelong investor friend joined mr at the meeting last night, Stuart and the board where all clearly brimming with expectation and it was our joint opinion that they clearly know we are onto something big.
Stuart commented that he believes that had our study this year been a more controlled one, the percentage of positive results would have been even higher than the 72% reported as more investigation would have been done to make sure sufferers were actually suffering from psoriasis and not other similar conditions.
Our opinion is that the company is planning a very soft launch indeed , to test supply lines first, however its being set up so as those lines can be increasing significantly when the time is right.
Subscription will be fully automated online, (No needing to speak to anyone)..supply 2 months at a time to reduce postage but still be within size limits.
Sederma /Croda all to plan no issues there.
Just one small one because its been bugging me for a while, Talk turned to who has been selling down the stock here. Believe one market maker told Stuart (and annoyed him considerably), that hes been making millions selling down this stock. No other info on that yet.
One thing I do know, SBTX will never develop a pharma route if things continue as planned, because outside interest will get too strong. (Big pharma).

Can I first thank Elrico for arranging he whole Q and A session last night. I know he took no fee, and has asked for those attending to share their thoughts and the replies to everyone on here because it demonstrates there is no hiding behind any paywall. I 've several take aways from the meeting, and happy to share my thoughts.

One of my main concerns in us becoming a very successful company, was being able to obtain enough stock to supply subscribers. Having spent time working in the speciality chemical industry I know that product runs are often scheduled several months in advance, so although we know there is a huge demand we might not be able to supply enough customers
..Those fears have proved unfounded.
The company clearly now have an agreement not to release any figures regarding subscription numbers until an appropriate time. However Stuart did say numbers are still growing all the time but emphasis has now switched to the USA customers asking for product. The NPF will endorse our products especially as we approach launch day on the 29th. so expecting another surge.
I pressed Stuart on the need for investor/company alignment on plans and subscription numbers, and that's when he said "We are currently Wincloves 2nd biggest customer in product, and highly likely to become the biggest soon".
Well investors next to gasped, someone said "what", and Stuart repeated his clearly pre-arranged reply. Everyone in the room appreciated the significance of that bombshell.
So putting that into context (we can check Winclove customer order sizes later), they must have turned a good proportion of their production line around into producing and stockpiling some pretty serious amounts of product.
Fits in with why we have a large warehouse, Fed ex will do delivery of USA product, trial postings are already happening to base test delivery service, which is being done local to the warehouse by a company used to doing large quantities.
Why would Winclove do this now......huge outlay in time, materials. and expertise......and I'll have a bet with anyone that they also have seen the demand figs for supply.

good spot Cliostock,
You are quite correct I believe in your analysis of the numbers. However from just an e-mail address it does take a lot of time to sign up subscribers, because as its due to the customer, calls tend to flood in at peak periods . Thinking through the logistics it can be quite a task, hence the soft start. I've no doubt that in 18 months we could be looking at some startling numbers but we currently have none. Also I believe we will have some recycling to do as some find it does not work for them, and that will give others an opportunity, could easily be 50%, so a lot of work.

Very true Elrico,
Must confess I didn't know a lot of details especially about the Croda/Sederma tie ups and our options associated with it.
Also most importantly some of the btm line figs which was as lot more than many anticipated.
Believe its not until you get a very clear idea of the whole picture with all the information (and we do still have some gaps to fill), that investor and company expectations are aligned.
Each pillar of SBTX has multiple offshoots and each has opportunities in its own right. If you don't recognise or know them you are selling yourself short.
I was a while ago.
Also I'll confirm that that knowledge has convinced me to build up a very serious holding here, and I'd wager many took the quicker profits not really understanding every aspect of the company. So what you say is indeed correct.
But everyman to his own, and I'll never criticise profit taking if required.

superb find minded. within your link below.

CRODA PERSONAL CARE
Website: www.crodapersonalcare.com
We have a rich history of partnering with Independent brands to develop innovative and crative personal care solutions.

Offering a full range of cosmetic ingredients including Sederma's world leading actives, our experts can help with formulation development, claims substantiation, market analysis, and industry regulations. Our knowledge provides customers with immediate access to essential support for successful beauty and personal care product development and implementation. From lab scientists to product specialists and customer car agents, the Croda team is excited to offer their assistance.

Posted below on the ADVFN forum,

Looking forward to the forthcoming meeting this Thursday, and meeting a few of the long term investors here...Who's coming.

One thing that's just struck me after seeing the new words on the SBTX website as
"To register your interest in buying Axis Biotix and to have the best chance of being in the initial wave of product sales click below".

Clearly if subscription rates keep up, there will be a waiting list for product.
So if my fag packet calcs are correct SBTX will move into company profitability going forward by Christmas. (Clearly not in annualised reports). That will make me very happy on Thursday indeed, and a great question without giving detailed info away.
Might make SOH choke a bit with that stunning performance, but will make my Christmas. Launch to profitability in under 2 months...that will certainly get the focused attention of the institutional investors.

Clearly sales are key and if we look at the company website.
https://www.skinbiotherapeutics.com/
But is this a change, actual wording indicating that they could be oversubscribed. I havn't actually noticed that before, unless anyone else had.
Pre-Launch Registration
"To register your interest in buying AxisBiotix-Ps™ and to have the best chance of being in the initial wave of product sales please click below."

Now we can conservatively estimate company income in a years time if things continue as now to plan and just include straight line sales growth rather than accelerated once NPF psoriasis forum feedback starts in earnest.
Know planning a soft launch ending in 6 months target reportedly 25K, which sounds very reasonable to me. Then another 25K in the next six months taking up to OCT. Margins calculated at 70% , and company has low running costs, and accounting nothing from Croda /Sederma returns. Using clacs as 28 doses a month, at known costs.
So in April income 8.82M, October 17.64M....which if sustained is 10p/share, after current costs.

There are some miss reporting of trades here for example the 9:53 was a buy, however certainly 150K of rounded sells dropped this am.

I must confess I'm really surprised at seeing the amounts of sells that we have been witnessing over the last several days. The rounded nature of those sells points at a large holder selling. We have not seen any holdings announcements recently, and know that our biggest holders must have done an about face in the spring when there regular reduction of stocks ceased.
Unless of course its attempts to try and balance the books elsewhere, but for the life of me I really cant see the wisdom in offloading now especially as launch day is only 14 trading days away. Thought it may have been some T20 trades closing positions, but never really saw enough purchases above the ask to indicate taking of a serious position.
Know a few investors including myself who have certainly mopped up a good few recently, and true investors here who also have indicated similar. However the sells we have seen do tend to appear to be trying to hold the price than achieve best sale price for their owners. Any ideas guys.

Believe you are correct TT, even inaccurate fag packet calcs a 20K litre batch will fill Millions of pots. As for royalties.
So £10 or 10p- lets say a very conservative £1 per sale or pot. Be it sold for £20 or £120
Well looking at the creams and potions the boss has 50ml is fairly common so lets go with that one, and say our product comprises a whopping tenth of that.
Also another known, we know they are producing a 20T batch ref RNS, for the potions (not 20,000 ton ....lol) This is the first big batch.
So going by that 1 ltr fills 200 pots.
1000 ltrs in a ton, so 200 X 1000 X 20(tons) = 4M pots. .... or 4million quid.
Croda are spending 5M on a purpose built production line. You only do that if you really want to churn the product out on high sales volume.
Also our launch coming up in just 22 days, for our probotic health supplement for psoraisis.
We know that its being endorsed by the mighty NPF for their 6M members, don't believe the main advertising has actually started yet, so numbers that were growing at an "alarming rate" and reported from an unofficial source as exceeding 50K are highly probable to exceed product supply at launch as the company is going for a soft launch, thought to be a max of 25K, until steady supply and sales stabilises.
I think this is the correct approach as we know the product does not ease symptoms on everyone with 70% plus on the study reporting some improvements.
so playing devils advocate I can probably can at least 30% will bail after a month or so, and I expect possibly another 20% might think the improvements they are seeing not worth what they are paying, which is different from the study but I think more realistic. So going by that, half bail out giving further opportunity for others waiting for product. That way say within say 6 months you could have a steady 25K subscribers all signed up and happy, also with an income over over 9M per annum for this product alone at 25K. Timespan in investment terms is very short indeed, so company could go into profitability before spring is out. Clearly expansion expectations not stopping there with large modern warehouse to handle robust expansion subscription plans. I grabbed another 19k myself today, due to the price currently being so attractive.

HI Direcons,
Back on the main frame now and just about to take advantage of current price again. Yes mate I most certainly am implying a quid a day. Actual product costs are very low, ware house is a SBTX capital outlay cost. Pretty sure shipping is extra. North of 70% is indeed more than a quid a day to the company btm line, which makes it so damm attractive.
I've said a few things over the last month or so, and although nearly every one got questioned EG: NPF to endorse our products, all have actually proved to be correct. SBTX is a fairly complicated company and things are moving very fast indeed now. I'll put together a current summary of how I see it soon, and some of the things I've been informed of I cant yet categorically substantiate, so if anyone reading this doesn't want the info, please put me on ignore now.

With respect I believe you are very wide of the mark here dire cons, but before my stalking troll friend turns up again trying to get me to reveal my sources in which he’s no chance . I can tell you that we believe the bum line to Sbtx is actually north of 70 percent which is a bit more than I quoted.