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TC, what’s the relevance of that article? Genuine question, I’ve never heard of Hvivo.

That would be a fair valuation sheephatch, we have been reassured all is on track and SA wouldn’t say it if it wasn’t.

Noticed OPTI has retraced slightly today. For all cross holders, I really hope it holds at its current level or keeps rising, it previously had a ridiculously low valuation. I wonder if some have taken profits today and moved across to SBTX, looking at the SP action today here.

Quite right Aquae, hopefully SA will reveal some more information in his upcoming interview with TW. I hope the rise at OPTI acts as motivation for him. There is plenty of good to come here if our management team have been doing an acceptable job of the opportunities.

Congratulations on your OPTI holding by the way.

Aquae, I think what was done brilliantly over at OPTI was great promotion of the shares at the right time through the reach RNS.

At the time when I became aware of SBTX and subsequently bought my stake, SA was marketing the shares well and as such the price was on the rise up to the bright study and Axis launch. We had the Manc meet, very regular Elric interviews with SA etc. This seems to have dried up and the SP has undoubtedly suffered for the lack of promotion. I do hope he is observing what is happening at OPTI and strategising for the promotion of the upcoming news which will hopefully, as you say, generate new investors to emulate the SP action seen recently with OPTI.

News** events to share

Just read this. Interesting. She may not be planted by that particular multinational or with us as part of a deal, but she will retain contacts there and it goes to show what a close knit industry it is. The last RNS says that the board have several new events to share with us by the end of the year. Assuming they are not all clustered into December, we may hear something over the next couple of months. Good work Elric.

Dorsetknob, I think your analysis is spot on. The reason why the SP is depressed is because the market previously worked on the sense you speak, but the quantity of sales simply didn’t materialise following the soft launch. The market is looking for some results from the management team to prove they are capable of extracting value from our products either B2B or B2C, but thus far the management team have unfortunately not delivered. The product is great and the team certainly have the credentials, we are just waiting for some evidence of that to surface so the SP rerates.

The lift in OPTI price is because of speculation about a deal with a Coca Cola, which we all know could be transformative but is also, realistically, unlikely to happen.

If only there was a small IP company to invest in who already had a deal signed for their technology with a multi-billion pound company, who’s deal is nearing commercialisation and is not just working on hopes of a signature which would be followed by years of testing and waiting.

If only indeed.

Toyin, these people want directors to be buying every other day, and an RNS on the other days. These things move fairly slowly, and one day, something substantial in one of the several pillars will happen and it will pop. Of course they know this, which is why they hang around on a daily basis because they don’t want to miss it, then after 10 or 20 constant days of no news, feel like nothings happening. I know this because I’ve been there myself and learned from it. I guarantee a month working as Ashman’s secretary and Oleric would be singing from his hymn sheet!

Dvharrison and oleric, I hope you suggest the word bust in a metaphorical sense only, there is no way at all that SBTX will go bust, the deal with Croda alone will see to that. A ten bagger may be a pipe dream but I’d argue it’s more likely than the share price going anywhere near zero. The closer we get to Croda royalties, the steadier this ship will become. Less of a ‘punt’ than you make out, I can assure you.

Toyin, thank god for that.

What is your point?

At the time of writing, that was a very reasonable piece to write based on what was coming from Stuart at the time.

If you were using information from the time to dig at Stuart then maybe you would have a point that things haven’t gone to plan, but Stuart would tell you that himself.

However, you are digging at Elric, and that is entirely unfounded. You are going to have to do much better than that Troleric.

Not that we are running out of reasonable things to talk about, and we know how some love to bicker in good times and bad, but I thought I’d post a theory I have, regarding Stuart Ashman’s beard.

When I met Stuart at the Manchester meet he had a thick and masculine beard, confidence pouring from his facial follicles. Now, if you look him up on LinkedIn, he is beardless. Does anyone know when this beard was shaved off? Did it happen around the time SA stopped doing interviews and seeming to have confidence in the short terms prospects of the company instead of just telling us things are going great but take time whilst the SP declines?

Was his superpower the beard?

Bear666, it wasn’t SBTX that TW was an insider on. He has been offered it before and refused but accepted the status with another company around the same time, I forget the name of which. Cash position is not low, there has been a raise since the December report to strengthen the balance sheet for going into negotiations with a potential acquisition. There will be no Croda news next week. Hope this helps.

Who decides who the market maker for a company is?

If the company employs its own market maker I’d imagine Ashman will be furious now - paying a company to take pot shots at his reputation.

My Lord Phat, if you are going to interject in the middle of a sensible conversation, don’t mess your spelling up! It makes your position look like the least intelligent one.

Thanks Toyin, that looks promising. I haven’t come across that one despite contacting the company three times.

Hi Nick,

LTH here. Nice to see a new name coming to the board with a well researched and well written post. I think it is an interesting and potentially lucrative time to become an investor in SBTX, and in the spirit of your thorough introduction let me share some thoughts which may be helpful to you.

I know a good deal about SBTX, but I do not know of an email address you can write to and get a response as an investor. Not the best start but the truth. Others claim to have had regular responses but I just can’t get through, even trying the Axis customer service line to ask which is the best email to use. They replied saying they would get back to me, but didn’t.

I am also neither a bull or a bear at this moment - I’m not bearish because this company has some really quite amazing science based IP with world changing, mega potential. I’m not bullish because we haven’t had any successes yet so the management are unproven. I’m still here because we only need one success out of our 5 spinning plates (pillars) and the company could easily be worth over £1 a share.

1 - Simple Question.) SA didn’t take the regional licensing offers because he had his eyes on a larger deal with one of a couple of multinationals. The multinationals approached, but wanted to see greater potential from the applications the science is used for, a range of products, if you like. The acne study set to commence this year should assist with this potential, as would an acquisition, as our IP could be linked with a range of creams etc that the acquisition already has on the market. This could lead to one big deal for the whole AxisBiotix ‘pillar’, but all the regional deals were for a minimum of 5 years, so signing one of those would have stood in the way of a larger deal. But we are not expecting a deal imminently.

2.) Already answered.

3.) The acquisition was important for building a product range as mentioned above. It was also said that the addition of the acquisition target had the potential to make the PLC profitable, which is handy for avoiding future raises, however, see answer to 5.

4.) Yes they might.

5.) SA didn’t say the last raise gave him cash for an acquisition, he basically said it strengthened the balance sheet to prepare us for acquisition negotiations. He also said that any acquisition would be subject to further fundraising and/or debt and/or equity.

SA does talk very well, and one would hope that his confidence is justified. If he doesn’t pull off any one of the things he says he will, I’ll feel awfully led on. If he pulls one or more off, I’ll be a very happy investor. Particularly the Croda part, which I would argue is the most likely one to be successful.

Nonsense from Ody and Phat, making out a drop in Croda’s profits is bad for SBTX. Complete waffle.