Member Info for belgrano

Croda production at its Winclove site using Zenakine has been at full steam for a while. They have had to request permission for a 50% storage space increase to help accommodate the orders and rare materials req.

Does that really sound like low sales....

Thanks for your post Leapfroggy,

You say that Zenakine is never going to make inroads into Matrixyl and Retinol market.

Can I ask exactly where you got those comments from, because Croda are offering it as the natural replacement especially retinol witch becomes banned by the EU in higher concentrations.

I suspect you just made it up, and trying to link the recent drop in share price to any sales is guesswork.

Thanks for posting and sharing Gardie,

Going by that reply and some of the aired honest viewpoints shared on here, many of us would like to try it, and a few resourceful fellows also see the value in selling it.

Clearly the majority of folks on here know and believe the data on its performance which is solid, if we just represented a small proportion of the population the product will sell.

Clearly price point will be a huge factor which might put off a lot of buyers, as quite frankly money is much tighter now than it was four years ago.

A lot would like to try it, but only a minority can justify the spend cost on it.

This is where us making it under "White goods ", might sell well.

Interesting to note when the psoriasis trial and treatment started, customer retention was high.

Could we repeat that process, with smaller free samples initially.

On a personal viewpoint I would like to buy and try Zenakine. Also know my wife would also like to try some samples also.

Knowing the benefits its encouraging that investors would like to try some as well.

Thats above board and not having to pretend to use a company in order to obtain some.

Am I alone in this??

I really cant think of many stocks that have risen so much with no real retraces or folks wanting to profit take. one oil company minnow that struck plenty comes to mind and that went on to multibag.

still seeing good buying pressure, and I'll be more than happy with some consolidation before the next bit of news gets released.

Early doors but strong appetite for stock

Please do not anyone complain about any firewall, this is because I have offered anyone a free introduction to the information. Some may say "you can take a horse to water"......you know the rest..

However was open ended offer, so can pm me privately with e mail on advfn if you missed message or want an intro.

I'd also just like to say that Toyin is indeed correct in what he says and should be respected.

Appreciate you sharing your working strategy Bottmzup.

Hi Glancy,

Glad to hear you are now in profit sir , you really don't have to follow me , but I do often make a wrong call, but like to think more right ones than bad. Ive been in the blue with SBTX for a very long time, and did print on this forum after we had offloaded a trance at 26/27p and I've made no secret that I did purchase INSG for less then than the stock sold for here. Clearly things moving very quickly with that company and its worth a lot more now, which I didn't know of but suspected only at that time.

I've also moved a real decent wedge to cash in a few isas that I run so in a position to move quickly when whatever news breaks even if I pay more but risk less. I certainly have no beef with you or any poster here and we are all in here to make money.

Having a decent cash pot isn't new with me and I often find it does better (and more fun), than more fixed investments.

Stocks like this one if the CEO is withholding news have a tendency to slowly slide in price and as long as you have time to carefully watch your investments (like the old git I am), regaining similar positions of 7 figs can fairly easily be achieved. That and a decent core holding helps reduce exposure if I'm sure one of my unfounded fears becomes reality. I also agree with Toyin on most of his posts regarding the actions of SOH, whose actions and views we dislike but cannot control. We also know approximately what he will start offloading at, which might point more agreeably at my own strategy.

Can I ask what your is sir.

I must confess that my "spiny radar", is starting to throw out warning signals for me on this stock. I still hold a fair bit, but not as many as I did.

Know Zenakine is a brilliant product, but do have some concerns over how the "double digit" royalties are obtained, do wonder if the deal with Croda was tweaked and we havn't been informed, and did Manprit play some part?

Clearly the NDA isn't helping, as Stuart is hiding behind the royalties and not letting his shareholders know.

We are hoping they are good, just that I've a real suspicious mind that has really served me well in the past, that it might be the opposite and SA is hiding behind very poor figures. SOH saying as such didn't help surge confidence either. Would of at the least hoped that our post would have posted and replied to the list of questions that went unanswered at the last meet up after launch. We spent time putting them in and listening to him, its the least he could have done, even if it falls into the NDA..just say as much.

Also utilising more AI tools, make good points that there are many areas of tie up with this unmentioned multi billion company .

I'll hold off on the vote as I don't know all the facts and whether Cavendish were instructed by SOH to offload quickly with the threat being he would just dump them himself on the open market otherwise. So they made the best of a bad job.

SOH was over a week late informing the market that he'd passed a holding thresh hold, expect the same disregard for rules are unchanged, so might be late this time as well.

Pleasantly surprised at market reaction this morning, guess most of the drop has already happened.

Could easily be barking up the wrong tree here, did Cavendish actually do this to make 20K profit. I strongly suspect that they were acting under instruction from SOH who they know wanted to sell stock.

Was SOH fooled...no chance, just happy for the flak to be redirected from its true source.

Btm line he said yes to the selling of shares owned by OPTI holders. Could have easily said no, I'd even go as far as suggesting that, that he approached them to sell, in effect they are doing his bidding.

Guys, Elrico, has kindly offered some initial free intros to his excellent material. If anyone wants an initial free entry, then after that quite honestly its up to you. Just provide an e mail and I'll try to help you on on ADVF - where private notes are accepted without sharing to all.

I'll just put a true example here "a post today opened a whole new avenue of reasons on a stock I'm heavily involved in that I had not considered.". Believe me guys I do spend a horrible amount of time of my own researching stocks (sad old git), and I missed a real glaring positive with one of his stock tips. sort of thing I believe no tipster or broker in the UK would have ever have picked up on.... Don't say this lightly but he really has a nose like that shi-t house rat.

Take the offer.

Good post Cliostock.

Stuart told us last year that royalties will not be a trickle and would start arriving last year. Know we are paid quarterly and in arears so will only get pre launch monies received.

However although very good income expected, its worth looking at how long it will actually take to land in our company coffers . Say sederma client so impressed at launch day put in 200k order to Croda for a particular formulation giving say 20K royal ties to us.

Well weve heard and I believe production is a full speed at Widness and one of the reasons they are expanding warehouse facilities. This will be for raw goods in and formulated ones out to customers.

These production runs are normally booked at least 12 weeks in advance, with slightly differing specs of product so can easily move from one formulation to another without down time for cleaning. What that means is it could easily be say 16 weeks, especially if they have to order in extra bulking materials (storage expansion will help).

So customer gets product in 17 weeks allowing delay for delivery, which might be more.

Customer then gets a bill with say 6 weeks to pay.

(Big companies always hold off paying until last minute any bills so as to maximise held money and interest).

Croda gets payment on week 23, after order on launch day, now see above note and Croda do the same to us ie pay us our royalty 35 weeks after order put in on launch day.

Easy to see how money will take 7/8 months to arrive....

However you most certainly know its coming.

So although its not a trickle, and may be a flood reading above easy to see why it does get time to get royalty amounts up.

Https://www.investormeetcompany.com/companies/skinbiotherapeutics-plc

12mins in, Double digit royalties on global sales.

Another interesting snippet...we have back out clauses with Croda agreement... not gone into but a shark might wish to know.

Below my post repeated but includes comments from SA..(still searching for the 10% of everything royalty proof).

RE: Once again ready to go10 Dec 2024 11:12

Glad I asked two questions that had been pre-submitted and answered first. Didn't expect exact replies but very pleased with the replies from SA.

Cleared up the potential issue of tiered royalties stating the lowest tiers are very close to the higher tier and is categorically double figures. Know some kind posters on here were confused on those points.

"Income will not be a trickle".

Also The question on retinol being restrictive in concentration due to an EU directive. "No other replacement on the market and Croda are pushing us"..SA.

I can easily sell 100K right now as mm's certainly want stock again. We did see some profit taking in fairness but was very short lived.

Clearly lack of any sales information and forward expectation of orders/income is many a lot of investors nervous. I actually fully sympathise with this as it creates a false market and share price has settled to where it would be with no sales and going by the current broker note which also reflects that.

Lack of clarification on a few issues also don't enhance those effects.

We are all fairly united in the view that we have a blockbuster product, and Stuarts explanation of its attributes did inspire that confidence.

However in many investors minds we have the memory of other failed company launches and although the two are not linked by any stretch of the imagination it doesn't enhance that confidence.

Failure to answer correctly the many extra questions poised like even the most simple ones like "exactly how long does your NDA last", doesn't accurately give a time when we will be informed.

I cannot believe that Stuart is so busy that they could not have started releasing at least some of the questions asked with accurate answers.

Other pod casts have wrapped up all questions, clearly if a lot were asked it must serve as notice that we are unhappy with the quantity of information received.