Member Info for belgrano

Don't believe you are correct there sir, as I know of a good few of those trades, and not of any sells.

However Christmas is a time for goodwill to all. Lets all bury the hatchet and past and try to work together for information sharing about this stock. Its not hard, and we will all reap the gains as its another proven fact that a decent forum that freely shares information like this one when its working well does increase stock investment.

We are bound to see proper trolls in the future and sometimes they are paid to disrupt by the boiler rooms, and they do most certainly exist. I actually don't think we have seen any yet on here, but as the company and shareprice rapidly expands as it will next year and sharks start to circle we will see them. All we have here is some investors who take a different slanted view on things and there is nothing wrong with that. All views are welcome if informational or even protentional private viewpoints.

Thoughtful post Oleric, we should keep all personal attacks off the forum. I recall when I sold up completely here a couple of years ago and posted my reasons for selling at that time, high levels of personal abuse I got for doing so. It wasn't from Elrico who I have a great deal of respect for, but other posters who didn't like the facts I presented at that time. The shareprice then continued in fact to half it s value from that time in the twenties. I had actually intended at that time to keep a core holding but after the insults I sold everything.

That is now water under the bridge and lets all move on together without any personal attacks and discuss this stock only. This company is now in a completely different place and I'm sure we will all succeed here together.

I wasn't aware of the points you correctly raise and I'm sure you are easily able to dismiss them once aired.

I'd like to see the substack posts presented here regarding this stock only ..unless it has a major bearing on it, like a huge holder cash call. what I mean is a copy and paste, not entrance to a application that can be tricky to navigate and then get bombarded with unwanted notes.

I do believe that SA by not having "skin in the game ", has definitely caused many new investors researching our company to look elsewhere.

However lets view it from completely different angles.

His actions have kept our share price lower for sure, however just look at how many of us topped up recently and swallowed the 3M shares that SOH sold, at a much more attractive price.

So putting another fact out there which I believe.

Our company would never achieve and sustain a high share price on "jam tomorrow", regardless of how nice it looks. P'is would buy and the big holders would sell into it leaving a depleted shareprice, stock in the red, and less shares.

However now folks can still purchase at very attractive prices, with sub 20p viewed as cheap.

Not long to wait for decent income streams to start which "won't be a trickle". That and our acquisitions will provide firm income from which a decent shareprice will be obtained, held and advance in line or just in front of income once it is confirmed.

Everyone is currently concentrating on the forthcoming Croda launch. Stuart is not, because thats a done deal, Croda and our ex Croda research expert are handling that.

However I think we are missing something, and Start alluded to it without giving details at the recent meeting. I believe its another deal being done probably with another one of our pillars. He might be inside because of Croda, but also for a few other things as well, and if in negotiations he most certainly wont want to even mention them.

I think we may be in for another pleasant surprise before the Croda launch.

I know we won't get to double 20p Elon, much as I'd love to see my investment here multibag. When orders are confirmed, I fully agree but not until then. I'd put the cap at 20p until then if the seller decides to stop.

However I do think it will then reach the levels you are alluding to, and you might then be short of the mark.

Yes he uses his stock here as his own piggy bank, rather than holding for greater gains. He wouldn't like it if his own larger holders started doing the same with OPTI.

He forgets that he encouraged his own OPTI pi's to buy originally in here and make the float a success, while his actions now hurt their finances. saying that his sells do not hurt the shareprice is telling porkies.

We here rumours of market sensitive info from behind the paywall that its almost completed.

As we are estimating potential client sales, and now know that its double figs all the way on royalties I really believe it might well turn into that "tidal wave", in such a case 1M in royalties per month might be achieved by Dec. Thats a huge number per annum with growing sales and all to the btm line.

Share-price would clearly be a "little higher", than today ???, and into blue sky.

Could easily happen by May, if sales do what I think they might Stuart would be forced into issuing a "exceeding expectations RNS".

Nothing is cast in stone, but Croda hope to capture the whole market here, including the competition.

Hi Clio, exactly why I asked the question about retinol and the EU directive, not sure many clearly heard the question but I made it general asking roughly what number of customers might have to reformulate. The EU once it dislikes certain products like retinol, firstly reduces concentrations , then often stops it completely once knows that its non-desirable. Suppliers and Croda know this.

So its not going to be a case whether clients want to reformulate...its one that they have too, and ours is the better and only alternative on the market currently, and its going to be pushed hard by Croda starting already and by launch day.

Also told us royalties will not be a trickle.

however alluded that orders might become "a tidal wave".

I actually think they just don't know on orders, certainly gearing up to supply a lot.

What we need is our own testing data, because if it performs better than retinol on Crodas testing data and released in April , that will trigger that tsunami of sales.

Can you recall a few years ago that data was fairly open to investors here on our own testing with Cath , and I do seem to recall statements saying that results were extremely good then. I actually believe from a Croda point of view it will be a very easy product to sell, in serious quantities.

Can any other longer term holder recall comments or particulars from our own tests.

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.

With respect takenorisk. if you really don't want to take any risk , do not invest in shares.. Put your money in a bank and best of luck to you. Otherwise your last post is clear rubbish. Charts show us where stocks are in a rising or falling trend and whether there is investor confidence in the stock, as well as momentum and resistance.

They are not a glass bowl into the future but a factual insight into past trading.

I'll keep the charts thanks but your post does reveal immaturity in investing , so you best stick to safer things and live up to your namesake.

I think anyone selling out now must be a forced seller, you see it to a small degree with all stocks, always a few trades despite whatever news is released or about to be.

Keeps the price attractive for the good top ups today. I think my boots are pretty full now.

Dont forget tomorrow 10AM, and submit any questions you may have.

Stuart Ashman, CEO and Manprit Randhawa, CFO will provide a live presentation via the Investor Meet company platform at 10.00am GMT on Tuesday 10 December 2024.

The presentation is open to all existing and potential SkinBioTherapeutics shareholders. Questions can be submitted pre-event via the Investor Meet Company dashboard up until9 December 2024, 09.00am GMT, or at any time during the live presentation. Investors who already follow SkinBioTherapeutics plc on the Investor Meet Company platform will automatically be invited.

Investors who already follow SkinBioTherapeutics on the Investor Meet Company platform will automatically be invited. Investors can sign up to Investor Meet Company for free via this link.

Stuart Ashman, CEO and Manprit Randhawa, CFO will provide a live presentation via the Investor Meet company platform at 10.00am GMT on Tuesday 10 December 2024.

The presentation is open to all existing and potential SkinBioTherapeutics shareholders. Questions can be submitted pre-event via the Investor Meet Company dashboard up until9 December 2024, 09.00am GMT, or at any time during the live presentation. Investors who already follow SkinBioTherapeutics plc on the Investor Meet Company platform will automatically be invited.

Investors who already follow SkinBioTherapeutics on the Investor Meet Company platform will automatically be invited. Investors can sign up to Investor Meet Company for free via this link.

Hi Dustbin,

Got to be cautious, easy to bid up the low rate royalty payment as it gets investors excited by the reality might be quite a significant drop from what some peeps are expecting. Might just be a couple of percent. Opportunity to ask on the 10th Dec.

The reason I say this is because when the original deal with Croda was achieved it was at that time viewed as a free carry as a second fiddle alongside our main psoriasis treatment launch. So rewards might not be as high as many hope.

I clearly hope this does not prove to be the case, but I suspect I'm closer to the mark than those expecting 10%, or perhaps a percent or two for high volumes.

We most certainly have to be careful, because SA might easily be quoting (and I expect he is), the very best royalty figure percentage.

What we should be asking is not high it is as that's almost certainly for low volume (and Croda just don't do low volume

and knew it when they made the agreement. ), but how low it goes.

Unlike a flat royalty rate, which remains constant regardless of sales figures, a tiered royalty rate varies. For instance, a tiered royalty arrangement might entail a 10% royalty on the first $1 million in sales, 7% on sales from $1 million to $3 million, and 5% on any sales exceeding $3 million.

I find it hard to believe that anyone wants to sell now, can only think its those who had the equity swap for debt at 2p, thinking some financial return is better than none.

I believe the "tiered royalties on global sales" are on the whole completed formulation cream, not the cost of the "sprinkles". IE Say sales were very buoyant we might get 3% of say 100M sales ie: 3M., it wont be double digit returns from 100M.

Remember it is tiered, and might go lower still.

What I'd like to know is roughly what percentage of products contain firstly retinol, and secondly retinol above the new EU regulations. Better for those using it to remove it completely and our lysate is ideal for the task.

Hi Dustbin,

There are lots of stocks with great potential, however getting the perfect entry and exit price is impossible, so I find that if you were an investor with a decent holding here say 1M shares, it would be best to plan an exit strategy ahead of time , you can always re-visit if company economics improve/deteriorate. I find the best investors plan staged withdrawals at certain trigger points just under the bid round numbers or under resistance points. Here it might be 14p/24p /49p /99p, if purchased at my main buy in price of 11p.

Many stocks do OK but few really go ballistic, and many like a rocket firework that flashes brightly then falls back to earth unseen and unloved. Trick is to at least take something off the table is case that rocket stock barely reaches the rooftop. Top slicing is another good strategy for smaller holdings so at least you have a free carry.

Thats not really trading, which I once tried and became one of your 95%. Its not good to not have diversification either , because sometimes things are going brilliantly with the company and you believe you are going to the moon and another company and in one of my cases another country saw things were really going well and decided a strategy to try and destroy the company/companies by attacking its markets.

This could easily happen here if unknown to us Croda loved our product so much it set up a top notch team to try and produce a similar type lysate , or competition arose seeing our success tried to break our IP. Opti has already seen it, so we must always be on our guard.

Always happy to chat as long as its friendly.

regards Bel.

I would rather the share price did not get ahead of itself to much. When it rises based on actual income it sticks, when its on potential profits it's wide open for selling into any rise which we have been seeing. A good few investors have a trading and investment pot where the core is invested and a chunk used more more flexible positions, which generates enjoyment and profits while we await company developments. If we were to rise to say 25p before Christmas such an investor might decide to offload a decent chunk then, trouser the nice profit and if its a decent offload say 750k, decide to re-purchase when other peeps join the falling share price. If they get caught by positive company news..no problem as they are leveraged with the core holding regardless. Just my honest view and if you think you know folks who fit this criteria "I couldn't possibly comment".

Yep Dustbin, that was when I re-entered here after a few years away, in truth it was originally a chance for a 2-3p trade uplift a a free cruise, so I did pick up a nice pot full. However you do get breaks sometimes and seems like a lucky run has started now. Clearly a big player keeps dropping tranches of this stock which has actually helped lots of pi's take increased positions at a much more attractive price.

If in the fullness of time it does transpire to be OPTI selling, if I was a OPTI holder I'd be pretty annoyed by the lack of business sense offloading now and keeping price low with poorer returns rather than waiting 6 months.

High possibility in that event when decent royalty assured and rising that you could offload direct to an institutional investor and not rock the market at all, achieving better prices.