Member Info for Cliostock

The product or the shares, contender?

When will this end! Guys, a tip, you are never going to convince each other to adopt and accept your opinion of the other one. Doesn’t matter how many quotes are used or articles are written. Aside from the individuals involved in the character debates, nobody else cares, honestly.

Well written, balanced, constructive. Bazzaman, I think that’s the best contribution you’ve ever made to this board. Keep it up sir!

I’m not sure if the advertising rules are much different in Poland than here or the US, but I’m chuffed to see the big words ‘Longevity Cosmetic’ on the front of the box. I can’t think of anything more ‘holy grail’ for getting people to part with their cash than longevity. I gather from another poster on the guild that the polish company is a fairly small one, but if one of the large US or European cosmetics houses released and advertised a similar product in their home markets with the same wording I’d be jumping for joy. Time will tell, we all know the smaller companies will be able to move to market quicker than the big boys, and won’t have millions of units of old stock to clear first. Really pleased!!

My guess is £3.935m half year revenues.

£1.75m BTS

£1.45m Dermatonics

£500k Croda

£230k Axis Online

£5k Superdrug

Martinu, I this morning relistened to the last interview Elric did with SA, and in it Elric mentioned that Mark Dixon has been buying since the SP was approx 25p. He has then obviously been accumulating right the way down to 12p and back up a bit which I’m sure is great timing on his part. Given his percentage gains on Filtronic, it really got me thinking about where he actually sees this company valuation going for him to justify his position. I doubt it’s just 35p, or even 50p. Now he is a professional investor as is Brierwood, and they both must think we are going to jump back on the momentum horse at some point!

I agree with Jansy and also hope Ms. Bertram doesn’t take it personally. It’s a wonder she is communicating with you on the topics they are clearly pinned to the ropes on so I applaud them for even attempting rather than closing the hatch. I wouldn’t bother pushing the public apology, not because I disagree with it but think the suggesting will do more harm than good for your continued communications.

To summarise 2025 and the outcomes of the IR function, I think the company and SA have been misguidedly committed to convincing every related party that they haven’t made mistakes, or to put it the other way convincing everyone that they are constantly and consistently acting optimally. It is obvious this is not true and is in itself a misstep and one which I think is causing investors to want to hold their feet to the fire. I would suggest that if SA had just bluntly said to Elric or in RNS that “the acquisition revenues have come in lower than expected but this has saved £500k in a defcon and due to timing of orders the board believes the acquisitions are still generally accretive; other areas of the business have performed stronger than expected which has meant the company’s expectations have only been slightly missed” - there would have been no feelings of deception and the whole situation would probably be forgotten by now. You don’t see BP or Shell investors causing the board embarrassment because gas is down and liquid petroleum is up. If the company numbers are thereabouts they will shrug their shoulders and carry on.

I hope for 2026 the board do take onboard Shychap’s comments about improving governance into 2026 and in return shareholders back off a bit. Will we get faster than usual half year numbers and will they be better? I think that would be a cracking start. GLA LTH, let 2026 be the time to shine.

Well said.

Fortunately the new non exec director specialises in just that, which in itself can be seen as the board taking steps to address shareholder concerns.

A bit unnecessary PGlancy? It’s Christmas.

Aquae. I apologise in advance as I believe you are one of the most balanced, intelligent and consistent posters around on this and other boards… But I think you are completely wrong with your previous statement. Completely. I remember being sat in Manchester with Stuart Ashman beside Geoff Bell who was there for the sole reason of providing expertise on own brand launches with the tech that SBTX could obtain at Croda-cost. Now of course the whole Skinbiotix situation took longer than even SA really expected to come to fruition, but own brand products are a very serious proposition for a household-name based growth method for SBTX. This is a very realistic and very exciting prospect for the growth of our share price.

What you have suggested Ox, done well, could produce the income on a level with a third acquired business. A suggestion I would love to see come to fruition.

Https://youtube.com/shorts/1t-_y_u-nEY?si=4bLCErOQCGS7f1dY

Thought this was very relevant to here recently!

Yes Nick I hope after Stuart’s comments in the interview that if I were to have a 3 month break the SP would be 60p upon my return, but I think I’d still expect to be in the teens.

Aquae that’s a very good idea. I think lots of barriers are up at the moment about all sorts SBTX related and it would be nice to see a truce for a while to give SA and EB chance to get those interims out in a rapid fashion which I’m sure they are capable of if they put their minds to it, and have the opportunity to prove the progress that has clearly being promised.

Nick, no the moaning part wasn’t aimed at you I just used your question about the channels to make my dig about the silly paywall argument that’s rearing its head again. To be honest I should probably stop coming on here for a while because at 12p this share just needs leaving alone to let time run its course. I feel the upside far outweighs the downside risk so no interest in selling.

If I want to watch something, I’ll subscribe to the channel or service if I want to watch it enough to pay the asking price. If I don’t, I don’t get to see it. I don’t moan that it should be on another channel or should be free. In the case of Lemmings, the price is peanuts and the material on SBTX is well worth it. Don’t read a single other thing on there.

There is a free interview over on Proactive Investors for anyone that wants it to be the company to have paid the interviewer so it’s free for themselves. Need someone point out that every interviewer needs to be paid? If Stuart did a piece in the Financial Times, would you same critics expect the company to buy you a copy from Tesco and post it out to you?

Toyin, I meant inconsiderate from the point of view of the large shareholders, who are probably busy people and don’t deserve to have their pot stirred by someone who hasn’t bothered to get the latest available information, that’s all.

As far as Ashman’s goes, I respect the time he has taken to conduct the interview and Elric asked questions which were always going to be uncomfortable for him, one of which he swerved as i know you will have noticed and I pointed out on Substack. However we all know what’s gone on and hearing him say it doesn’t change anything.

Funnily enough concentrating on divi stocks and giving SBTX the time to come good is exactly what I’ve been on with. I believe it will come good, in fact I’m sure it will - but once I’m out I’ll never darken AIM’s doorway again. Good luck with your strategy.

Shychap, although the points will still have some merit, my opinion is that it is inconsiderate to send notes to major shareholders which may now contain old or false information. At least listen to the interview first.

Jansy I think it’s just a technicality because she doesn’t step down until 1st January which is after the vote.