Member Info for belgrano

lot of dealers wont allow us to trade so certainly limiting. however if our price action continues anything like that on the Moscow exchange we could rise a lot more yet.
Buy or hold time I believe.

yes fully agree, also the percentage saying the product did not work for them is about right. Can draw from this that effects on Joe public roughly the same as the study.
Fewer issues with delivery now than at first. Customs must be getting used to the regular shots of white powder from Amsterdam.
Good to see numbers growing steadily as well.

move to interactive investor ..no restrictions and cheap dealing.. may even pay you to switch

Thanks Toyin,
Although only two months between the batches does point at two things.
1. stock rotation is working...need more to clarify as it might just be luck.
2. Also we knew that the Winclove product runs went for a couple of months, so are they getting through a pretty extensive quantity of stock we a while back we estimated to be 5M does. Clearly not enough data to go on yet.

If Winclove start producing more it will be pretty telling, such production runs normally planned in quite a long time in advance.

Our company also gave away quite a few thousand free samples to the States in order to "kickstart" the main sales drive. Expect its now just starting to bear fruit.
Not sure if the product has a shelf life.

more likely an exchange or sale of some of the stock opti hold.

Hi AquaeS,
I just took a simple market comparable product could just as easily have used say a dandruff shampoo or treatment for a mouth ulcer, or foot rot.
Was aiming in the comparison in numbers where one subscriber is worth a dozen customers for many other products.

Believe you are correct colourblind.
However put yourself in Stuart shoes for a moment. Hes a proud guy and I expect having to report that sales target miss early this year hurt a real lot.
So if you were in his position and also seeing the increasing sales at what point might you let investors know. Hes not cash strapped or in need of anything right now.
I know what I would do, and expect you will also believe the same.

However as stated previously I do believe customer feedback reports such as trustpilot, and have seen many examples with other reports that when a negative gets constantly reported you can bet your btm dollar its true.
Also works the other way, and if I was one of the many millions of psoriasis sufferers looking for a solution to this horrible complaint, I would most certainly stand up and take notice when I read that feedback.
Worth noting just how many are giving feedback as well, bearing in mind its after treatment and most people dont bother doing it.

Even looking at the reviews its clear that its life changing for the majority of those that try the product.
Customer retention rates of 80%, fits in almost exactly with the percentage of positive feed back.
For me it was this one fact that made this product stand out above all others.. you effectively subscribe for life, and in many cases conditions will be cleared for life as well.
Compare that to say an ace slimming product, which you might use for 8 weeks every 2 years. If the cost was similar would require 12 times as many customers for the slimming product as for axis.
Just an example of why we need a lot less subscribers for similar returns.

Believe that in investing in this product and company you are making a significant change to peoples lives.
I often read trust pilot and find with products that if something isnt much good you certainly see it slammed on there and what people write often is very accurate.
How refreshing it is to see lots of new posts for psoriasis sufferers that are seeing their psoriasis flare ups being sorted, know the majority of people don't post, however when you read the positive posts from recent users and new subscribers we know we are onto a winner here. Yep bound to have a few not so good as it does not work for everyone I'm afraid.
https://uk.trustpilot.com/review/axisbiotix.com

Hi Mol,
Dont think its a case of them and us, when I see strong evidence of positive upturn (and most defo signs of that recently), I'll be back in a heartbeat. I'm certainly not the enemy and really hope OPTI do well. However I'm probably not a fan of SOH right now tbh, and wish he wasn't at the helm. A big disappointment for me was sweet, when I believed it was almost market ready about 3 years ago, however I wont dwell on that, its history.

I believe the stake that OPTI holders hold in SBTX is really game changing for OPTI holders as Croda already have a huge war chest and are looking to expand into our areas (opti and sbtx).
Latest Croda RNS is a very interesting read, although not overly easy to understand some of the lingo used.
https://www.lse.co.uk/rns/CRDA/results-for-the-six-months-ended-30-june-2022-kbjk6e5mz705kuc.html
Their profits are huge and the recent complete change in Croda company strategy cements the SBTX and Croda current partner ship . However by no figment of imagination are they equal partners, and I viewed their takeover history, and in my humble view we're on a collision course for sure. Some of their recent discoveries and advancements point at making them market leader and it appears to be linked with us. Clearly this is still talk and discussion, but its worth a decent look and dont just dismiss out of hand.
Also believe Mol, this is why posters often tick us up, is that investors value shared information like this for example,
Very best regards,
Bel

Small positive step below, dont think that anyone here will disagree with this and I'm really7 glad to see it.
https://www.bbc.co.uk/news/world-europe-62375580
Small step, but may lead to others later on.

Hi SimonLewis,
Do you actually know anything about our company going by your last post. Seems to me you are uninvested and clearly miss-informed. Even your last statement if true and i repeat below is poor, considering this company could given a change of circumstances rise four fold. ......." At Best, Poly Is An Evens Money Gamble! ".. so even money with a four fold plus reward...wish Labrokes would offer me that.
Best regards, and please dont post rubbish.

many thanks Elrico,
Even the bit just before is pretty mind blowing.
"We have improved skin penetration by more than nine times", ...and if its going hand in hand with other products..
We knew our products improved skin suppleness making it appear more youthful, but no actual figures to my knowledge have been seen. We also heard that larger batches also increased it some what as well.
We also know that products improve slightly year on year...but a step change of nine times is a fundamental shift.
They know they can storm the market if this is true, probably why its been keep well and truly under wraps.
Now they have released it in an RNS, but its hidden so well in with other info, got to tip my hat for finding it.. I missed it.

hi Colourblind,
Not sure any sales update will actually cause a rerate, really depends on what those sales figs actually are.
got to bear in mind we are a 42m m/cap company so I believe as we are in effect a fledgling sales company. However we do have a good unique product sold at a reasonable price and a large market. Hearing customer retention now running at 80% is magnificent. Anything showing good increases since those early sales in a relative short timeframe will cause a re rate.
However we are forgetting Croda, and the RNS released today from a holder point of view is stunning.
Please read it.
https://www.lse.co.uk/rns/CRDA/results-for-the-six-months-ended-30-june-2022-kbjk6e5mz705kuc.html
These boys certainly don't muck about and are churning out product by the lorryload, they certainly could easily throw everything on its head, and my personal view if I was on the Croda board, I'd be looking at our stock that OPTI hold. However that aside royalties from their production line that was especially built for our product might knock axis income into a low second runner by the end of this year.
Thats also my timeframe, end of this year.. and I continue to add here, even had a few more this morning.

Interesting read from a serious paper concerning sanctions which is currently hurting every one of us here.
https://www.theguardian.com/commentisfree/2022/jul/29/putin-ruble-west-sanctions-russia-europe
Need to look in the mirror, and perhaps swallow some humble pie, can always blame Boris..new broom and all that, plus we are out of the EU now.

the Croda RNS clearly demonstrates that this is an ideal company to be in partnership with, and reporting "profits ahead of expectations". They have great margins on products.
Its quite a read, but doing so you can see why its 73 quid a share and now giving a 8% divi on that.
However they do have a considerable war chest, and going by their reports are looking to target growth sectors in the sphere we also operate, so they may just be to good for us and our management team to refuse. ,,Well thats my uptake with even their pension schemes doing very well.
So a great company to be partnered with.

Excellent spot AS.
From your extract....
Consumer wellbeing by minimising acne-related disorders and promoting a healthy skin microbiome. Within the biotech pipeline, opportunities include novel anti-ageing and anti-dandruff ingredients derived from "blue" biotechnology, which will be taken to market by Sederma

Spot on Toyin,
Seems some posters just try and trade insults when faced with some facts and never give posters trying to help a chance.