Member Info for belgrano

Fully agree with the comments here, I tend to look in at the shop around 11am, and still a steady trickle of customers buying.
For customers at 6am, its becoming the preferred lunch location for everyday working, quality but with favourable all important price.
Also quality and taste is excellent, location and footfall is essential to new shops and they seem to be getting it right.

Why do you think the share price is now 20p verses previous 23p then Buckie. Its certainly not due to buying. Easy to ridicule, but I'm actually talking sense.

Hi TraderBuckie,
I'd love to be highly positive TBH, however on balance with a news vacuum, its harder to see the light at the tunnel end, so I try to view all options.
As for your question "why dont you just sell up", well the answer is I am, but trying to do it in a way to maximise my returns on my investment because the share price cant sustain the price due to liquidity, whilst giving me acceptable returns. I have had some sells nearly every trading day for a few sessions now. However I'd be daft to reveal any exit strategy publicly, as it could easily be taken advantage of.
I purchased my stock gradually over quite a period and happily to do the opposite to optimise returns which in effect is what we are all here for.
Believe me, nothing would make me happier to hear something like "Croda clients loved the product". Or we are going to partner with XXXX who will use their extensive USA pharma distributors to market our products." Its actually with a heavy heart that the red button gets pushed, however I wont hold on hope forever. If I just had a few hundred K shares I might, but not with a serious holding.

I'm really pleased to see our Spanish product launch. A very hard task is to try and gauge sales and how it differentiates from the UK product launch.
Population in Spain 47M so 60% of UK's. However earnings in Spain are a lot lower than the UK, so if price structure is similar market penetration might be difficult.
However data does point to higher than 70% mentioned in The RNS about percentage of people taking some kind of supplement, but the actual research pointed at any kind of supplement, like vitamins or slimming pills. I expect similar in uk might be quite high especially in older generation.
https://www.mapfre.com/en/insights/health/nutritional-supplement/#:~:text=What%20health%20effects%20do%20these,taking%20some%20kind%20of%20supplement.
Having distribution online is good to the btm line, but may again limit product publicity and sales.
No real mention on advertising or product lines incorporating our products.
Does anyone actually expect this launch to generate thousands of new clients. I'd dearly love to think so, but we wished for that on the last launch and we believed at the time it had much more backing then.

I know the conflict is by far the biggest issue effecting our stock currently, so in a way genuine factual chat about the conflict is justified. So a small one from me as I see it as relevant.
https://www.independent.co.uk/news/world/europe/ukraine-war-russia-hypersonic-missile-putin-nuclear-b2297882.html
With the growing Spat between Putin and Wagner Boss, all ties and comms have been cut. This could lead to a total breakdown of the Russians most effective fighting force. Comms have been cut at all agency levels, stopping recruitment and battle planning.
Breakdown of this force could easily lead to a major Ukrainian breakthrough, right where the Russians would hate it the most. Some light at the end of the tunnel if this develops its full potential.
Worth keeping a close eye on as developments could lead to a sudden stock price re rate.

Hi Oleric,
Yes you are right there are some serious red flags flying here currently. Actually why I've reduced my holding somewhat and will continue. So I was pleased to see share price recovery 2 sessions ago, as will get more for my stock. However looking at todays trading others clearly also feel the same.
Its mainly based around lack of news and information, remember when things were going well we had news nearly every week. Now nothing at all, which does follow a pattern with other penny stocks I've seen over the years.
We all most certainly hope our fortunes are going to be turned around, hence my attempts to put some positives into the only bit of "official" news we've received. Didn't expect the negative reaction from some, but guess every village or forum has one.

errr sir, you are the ignorant one here. Calling someone stupid reveals yourself.
I bought up some very salient points, and don't want to bicker.
Best regards, Bel

" Pure speculation", because I dont want someone who doesnt understand it properly going to LSE and having the post removed.

Also within a tight timeframe, say I purchased a penny stock that thought was going to do well in a couple of years, I would not put it into this years allowance, I'd wait till next year but use a stock thats more likely to do well.
If I know very well its going to shoot up because I've just signed a deal, I'll ISA it straight away (if room), and then remind my workmate to do the same as well.

simple Toyin,
Investors like myself only put stocks into a ISA that they will think are most likely to give the greatest returns.
Cant get everything in by a long way so have to choose carefully.
So if you are in this position, and clearly have the inside track you put in the ones what is going to optimise your ISA allowance. That's fully above board.

Comments below are pure speculation and must be regarded as such.
So Stuart and Manprit are driving together in the car, just having put the finishing touches to a deal.
Clearly the effects of that deal turn the conversation into what positive effects that might have on our share price.
Suddenly the realisation happens that if they have other holdings they potentially will be in a capital gains tax position on this stock. If the share price trebles they most certainly will be.
"Fiddlesticks" says Stuart turning to Manprit. "What can we do". "Have you used this years ISA allowance says Manprit".
"No" was the answer and they both race to protect their investment before the deal news breaks. Having to sell in trade account and rebuy in ISA account loosing a bit on the margin.

Its a sound financial move that every serious investor should have done in this tax year, "Use it or lose it".
However its best done with stocks that you hope to see have the potentially largest gains with, was this why Manprit and Stuart clearly selected this stock.
Was clearly done it a hurry, and I expect due to legal tax mitigation conversation or advice, spurred them on as they did it at the same time.

I believe the Croda deal is good, its actually small beer for them as their company has an annual turnover in the billions. Wouldn't be surprised to see someone from Croda joining our Company as if was eyeing up our company it would be the smart thing to do if allowed.
Dynamic growth is only possible with small companies, and why we are all invested here.
I'm very pleased to see the stock price recovery today.

Good post LeapFroggy, I actually believe that Croda is also a good investment following their restructuring. 18% growth in consumer division for a real major player is excellent.
Hopefully our partnership with Croda will really bring successes to both companies. They certainly view our "sphere of operations " as the future.

Yes I see, the way the royalty is formulated, think the base idea was demonstrating that from a relative expensive pot say £100 we might get less than a penny.
Completely different strategy from Axis where we control most of the finishing bar manufacture, hence get the lions share.
Know Croda quantities are huge, but know some folks may have thought it was similar to axis .
The real big one is what Crodas customers thought of the lysatte, know they shared first with the VIPS, but have now opened it up to everyone.
My thoughts are a bit along the lines "if the VIP's loved it, wouldn't it be more exclusive to restrict distribution.
Still a lot we don't know here, and a bit surprised as investors that we have not been informed as Stuart met with Croda in Jan, he also knows share price is depressed and I'd thought if it had been positive we would have heard a lot more.

Many thanks Toyin,
So just to spell it out the other way around, if a pot of "Look younger cream", sells in a shop for say £100. Normally a shop gets a good 100-300% markup, so saying 100% total product cost plus marketing and pot might be £50.
Take away pot/ marketing, advertising, production costs and might be left with a fiver £5. Total lysatte additive might be just a sprinkle say 1% or 5pence. We would get 10% plus of that or half a pence.

When deals were made axis was going to be our mainstay product and we know on this margins are good.
However I've just a feeling that as this at the time was viewed as a "free carry by Croda", margins are much significantly poorer.
Indeed they may well be by weight manufactured and certainly not by pot or unit, and the input per pot is just a "sprinkle". So scaling things down a pot that sells for over £100 may generate barely a few coppers to us.
Certainly hope I'm wrong on this but a good chance I'm correct.

The Croda deal is certainly mired in secrecy and NDA's. It might turn out to be the holy grail that us long suffering investors crave, or inversely just provide great research to Croda labs were they turn out something tweaked / better.
Certainly anticipated income from this stream has been delayed from what was envisaged just 12 months ago.
If our company thought it would be coming in very soon wouldn't they have let investors know.

Greetings fellow investors,
I did promise not to post till a company RNS which was in fact yesterday. However I was given the minimum 1 trading day ban and my post removed following an uncontested complaint from Toyin, which I believe is standard in marginal uncontested cases. That expired at 8AM this morning, and is now water under the bridge.

However what is not water under the bridge is some of the comments from yesterdays RNS, and my decision to start reducing my holdings.
Firstly some background.. Its no secret that I'm not overly happy with company growth performance to date, some have called yesterdays RNS "underwhelming".
Reel back to this time last year when we were informed that 1.2M sales were going to be left on the table (until June 2022) , as in discussions with a major player... I was sceptical then, that it was just an excuse to make up for a Launch flop after a sales hype ("pre-subcription numbers going up at an alarming rate")..How many??
However I gave them the benefit of a lot of doubt, also believing "Croda income will start end of 2022". Another failure, albeit with plausible excuses. Also hoped that the decision to go with a major player was from approaches, not just scale of margin surrender if signed a USA deal.
A trusted poster made me think a "distribution deal was in the bag" in Dec, and the reason I've held this long.
Clearly Mr.Market is in full agreement. With Spanish online sales some may fear sluggish growth there as well without a major deal or big distribution company promoting our products. UK and USA are two classic examples and we had influencers and supporting video for that.
Now we have in the RNS yesterday. " A successful launch in this new market also provides additional evidence to support ongoing discussion with potential partners."
So says to me, two things... Firstly they approached a larger company just to be told "just a one trick pony, come back when more established product line", and secondly "potential partners", so a year on and no deal anywhere near.
Throw in a good slanging match and the straw breaks the Camels back, so in a way I'm pleased, as decided to reduce holding.
Inflation running close to 10%, and many great FTSE 350 stocks offering up to 9% divi which is isa protected along with small but modest capitol growth, gives a great supplementary income stream.
I also have some serious doubts about Croda which I'll post on a separate post.
For me time is important as inflation ravages holdings that give zero returns , and I'm also overweight here at 10K /penny rise, so actually pleased to see the buying since Dec which has given me a 30% uplift. Indeed will keep a core holding, which is well underwater, but I did buy a lot sub and circa 20p so not too bad.
However only 100k odd of yesterdays sells were mine, clearly others think the same.
Best of luck to all us investors here.

Hi Clio,
I agree sir, yours is the voice of common sense. I will not seek his removal, and get the others to also stop. I'll also take a break for a few days as I actually hate this kind of attacks against honest posters.
Best of luck to every investor here.
Bel.

I'll also be asking for Toyin as a recent poster to be removed completely as his personal attacks on posters clearly by reports posted are putting investors off from posting. Was hoping to log on today and see just positive company news but I see the detractor is still trying to cause trouble and effect those who exercise freedom of speech. I wish he would go back to ADVFN from whence they came, as I was most certainly posting years many years before his unwelcome arrival.