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I can’t really believe we are back down in the 22p’s after being almost 30p. But it certainly provides a buying opportunity, one that I will be taking full advantage of now we have been assured the company will be transformed by early next year.

Well the link certainly proves your point.

Can anyone spot which heading in the article is stolen from SBTX?

Aquae, do you think we could be bold enough to say that having a formulation on loan from Unilever practically guarantees their involvement in discussions at the very least?

MIKODX, regarding your swipe at me; ‘there is no pleasing some people’… I refuse to consider a company’s sales to be booming when the revenue doesn’t even cover the CEO’s salary, no matter how impressive the percentage sales uplift sounds from the woeful starting point. For the record I’m very pleased with the position of the company overall, that’s down to the potential and current work of the management team. Revenue before March next year whilst SA is doing what he is doing is irrelevant to me, personally.

NickE, I agree with your post and summary. I noticed there were a few things SA said in the interview which weren’t necessarily prompted which provide some insight into what could make up the ‘pregnant pipeline’.

You pointed out something interesting when you noted that he said ‘few will see what is coming.’ I’m sure SA does sometimes look at this discussion board and I’m sure he is aware that his loyal investor base are on the most part very well educated on the company. This does bring some intrigue regarding what it is that so few of us will have seen coming. After all, he knows what’s out there in Elric’s articles etc.

Finally, I agree we just have to sit on our hands for the 6months or so which SA gave himself to do whatever is ‘transformational’. Overall profitability would be amazing for the SP.

MIKODX, where has that information come from about 400% in a year?

It is certainly a wonderful thing that we have such a close relationship with Croda, and they are clearly very committed to our science, you only have to look at the spend on the manufacturing plant. It is the Skinbiotix tech that Croda are interested in, not Axis-PS. The two are very different and worth further reading if you are not up on what each does/is, both potentially lucrative in their own right. Sales are not booming in Axis, but they are not expected to be until a multinational picks it up. I’m confident SA will pull this off. He’ll want a superb deal to put his name to; Croda is a deal he inherited from Dr. Cath, we are still waiting for him to close something substantial of his own.

Re a buyout of SBTX, I don’t think the numbers stack up at the moment. Once revenue exceeds the £25m region, there is a chance a big fish can use the forward revenue to justify the price they would have to pay, by that point we would be looking at a £1+ SP and a £200m+ buyout, I think any less wouldn’t float the boat of our board.

Well that’s certainly a promising number for us beating 77k revenue when we get the full year figures at the end of this month.

Nick E I’m sure AxisBiotix is its own Ltd entity too.

Aquae I like the way SA has it. I understand that on the face of it it would be easier to rename the Skinbiotix pillar to Cosmetics, but it could cause other confusions. Is shampoo a cosmetic as such, or more of a consumer goods item? Same with toothpaste. I don’t think there is ever a perfect way to be succinct whilst having the ability to explore any opportunity that comes our way like SA has done so well in his time in the job.

My understanding of that Aquae, would be that if a multinational wanted to acquire some IP as a part of a trading limited company, they would acquire the company and with it the rights to use the IP for the specialism that entity focused on. For example, we are 3 years down the line and we have an own brand anti dandruff shampoo brand that looks like it has the potential to cause Head and Shoulders some grief. SA sells Shampoobiotix Limited to Proctor and Gamble and they get to use the Skinbiotix technology for shampoo, but just for shampoo, as part of the agreement.

Don’t the company choose their own market maker and possibly even pay them? It’s remarkable that there doesn’t seem to be one trustworthy and honourable MM brokerage out there that operated with morals, you would think if there was most companies would flock to them for their services.

Looks like more shares bought than sold today and it drops 5%. You’re right Mad it should be illegal. I understand the tree shakes after a bit of a run to separate the weak and gullible from their shares at a cheap price. But surely they are supposed to have good grounds to drop the price.

We don’t know if we will need another placing, it really depends on what Stuart’s “pregnant pipeline” contains. I understand a good judgement on the situation is key to be comfortable with timing an investment entry point, but I don’t think it is relevant; we know cash burn is now reduced and axis sales are growing month on month. Coupled with the cash held we don’t need to raise before Croda income begins, even with the consumer study. There could also be the possibility of an upfront payment from several different places, so it’s certainly not nailed on there will be a raise. As I pointed out last week it is not in Stuart’s best interest for there to be a placing, it just makes it harder for him to hit his next tranche of options. However in the event of a raise, it would be for good reason which would be helpful for the share price, such as an accretive acquisition. Stuart always keeps raises to a minimum, in his own words; “we only take what we need.” Furthermore, if Stuart knows there are several bits of enhancing news upcoming, he would be sensible to hold off on any raise until he has released several bits of news to enhance the share price first, keeping new shares created to a minimum. For those reasons I think now is a great entry point.

It’s not that regular posters attack what is not board rhetoric, it’s just that newcomers often haven’t grasped the situation properly and make clumsy criticisms, which is annoying, and some come across as to jump down their throats. The company has had its weaknesses and lows in the past 3 to 4 years, and now is the moment it has all been leading up to. OPTI’s price 5 bagged off far less than we have coming in the next 3 to 4 months and it has started already. Good luck.

I’m quite confident there are many more catalysts to support a nice share price increase now than there were between January and May 2021 when we had the last good SP run. Stuart Ashman’s words in the interview back this up, it’s clear lots of trains are nearly at the end of their developmental track, ready to terminate in Commercial City. SA even went out of his way to mention Medibiotix without prompt.

I hope whilst in this busy period Stuart is able to be generous with his time doing things like the interviews and presentations, they certainly help the SP far more than if he was silent during the same news flow.

I hope potential investors are not too dissuaded by the occasional speculation of the next raise. We’ll find out next month what the figures are like, but my take on it is that SA will try to avoid diluting. Given that his share options work based on the price per share for a 30 day period, the more shares in circulation, the further away his next checkpoint moves. I speculate that he will be working extra hard on deals for developing technology other than Skinbiotix and Axisbiotix, such as oral, suncare, shampoo or medibiotix, all of which he has said he has begun negotiating on, so that he can bring in an upfront payment.

If we get an upfront, combined with the beginning of revenue from Croda, and either Axis sales gaining momentum or we strike on an accretive acquisition, I would like to hear any reason why we wouldn’t be looking at Stuart’s next checkpoint of 80p by then? At that point we would be a break even/profitable company with a very bright future and low downside risk due to the royalty business model that probably attracted most of us LTH’s.

I mean you no malice Oleric, each to their own. But I have no choice other than to be tickled by your comment ‘back to Norway’ - acting all matter of fact, as if Oleric is a Norwegian name and not an anagram of Elrico. Good one!

The RNS’s adequately provide the facts required. That should be enough to make any investment decisions.

The interviews provide emotional indicators from CEO’s that those who choose to pay attention to them can pay for and take guidance from.

I think it’s understandable that some choose not to pay for this media. I choose not to buy a Daily Mail or a copy of The Sun. What I don’t understand is those that don’t think others should or that the CEO’s shouldn’t engage. I don’t care if my sister buys a newspaper nor if Phil Spencer has given an interview about house prices in it, even though I’ve invested in a house.

Elric and TW are levelling the playing field for smaller investors against the institutions who can pick up the phone to Stuart and have the same conversation. It’s work that people deserve to be paid for. If anyone wants to set up a free service and do the same work then go ahead, or should it be someone else that does that for you?

Managed to buy a load of tranches at £1999.xx and one of £5,723. Should show up soon. I’ve great faith in SA after that interview. The time is nigh. GLA

Looks like lots of people have Oleric, I can’t buy shares in any greater quantity than £10 at a time this morning!

An update so nice, I watched it twice.

One thing I do find is that sometimes Stuart’s enthusiasm in these interviews is not reinforced by the tone or contents of RNS’s that follow. Stuart has now laid down a clear and distinct timeline and has not held back about what he feels the upcoming announcements will achieve. The confidence is certainly inspiring.

I think so, Aquae.

Stuart’s words our ten times more valuable than any of ours at the moment, given what we think is around the corner.