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Toyin, I now see your point and I hope you are right. It could well be the case as Aquae points out that the US split is the explanation. The business seems to provide some kind of report or update every 3 to 4 months on average so hopefully we will hear sometime in June what has been going on. I just hope when that RNS lands that it contains the information we need so it’s not left to individual perceptions of hidden meanings. I think that has cost investors money and damaged sentiment.

very relevant** (should have proof read!)

Sorry Toyin, I’m sure your comment is as logical as the rest of your posts, but you are going to have to walk me through that one… To me they are very irrelevant for a business that sells one product at one price, but I’m happy to be wrong!

My comment isn’t helpful because I can’t cite a source but it has been discussed before in the past that the order numbers to the US are separate. Doesn’t make much difference to me anyway because we know the US orders have been slow and orders clearly haven’t been explosive in the U.K. so I doubt it would make any meaningful impact adding the US numbers on. I’m happy to be realistically negative about Axis sales because 1.) I trust Stuart to bring them up to a good level in a reasonable timeframe, and 2.) The company has so much more to offer than just Axis, it’s just disproportionately in the limelight because it’s currently the only source of revenue. In fact, I bet if it hadn’t even launched yet the SP would be 50p+ just on the promise. Such is the logic of the markets!

I’ve seen the ‘Seal of Approval’ page before, I noticed there is many many products on that page - every single one of them focused on treating or maintaining the skin from the outside. Our product isn’t competing with those it’s totally different. Hopefully now the product is proving itself out in the real world the Psoriasis Associations/Foundations will soon feel confident to add it to these kinds of pages.

Great response to the review. Something will inevitably go wrong, it’s how you deal with it that counts.

Oleric, I have never and will never block anyone, all opinions are worth listening to, you never know what you might learn!

I’d love to know what causes you to take the time to write your messages out, if you wouldn’t mind enlightening me… I’m sure nobody invests in every company they look at, and at a guess I’d say most investors probably reject 9 out of 10 or more. There will be all sort of reasons for this, something that just doesn’t smell right or is seen as too much of a risk. The natural thing to do is close the tab and move on. You seem to have found your ‘reason for rejection’ with Skinbiotherapeutics. What causes you to take the time to go over your perception of the negatives on the boards again now you’ve sold out? Genuine question.

Phat it’s funny you should mention watching the interviews over again. I did the same last night. Amazed Elrico’s interview only has 178 views on YouTube. Such a lot of good content in there for investors. I had forgotten that Winclove is currently on with the Acne probiotic. And Stuart makes reference to how the new expanded team are not only here for AxisBiotix-PS, they are also gearing up for Acne. So unlike others that are mainly here for Croda, I take the stance that the SP could reach the heady heights of 75p again just off the Axis pillar. If the company could eventually get to the aforementioned 25k subscribers, using a P/E of 15, we could make over 75p. The Croda, Medi, Clean and one day the Pharma pillars are all just extra propellant for me. Different process, same outcome. We’re all here for a reason!

TC i think there is probably an element of that in the goings on but no more so than we’ve seen from CEO’s with decades of experience. It’s definitely a debate nobody can win. We all want them to strive for greatness in a short timeframe and then when they fall short they get hounded. Look at how much SA gets hounded about marketing because he is being cautious with his spending. Half of investors say it’s naive to count on the NPF (even though it was a soft launch) for sales and the other half would call him the same if he spent all the money on marketing and having to raise to fund other pillars. Can’t speak for SOH, but as an SBTX investor I know Stuart can’t always be perfect but he’s bloody brilliant for what he is and has done with what he has and the market will react how the market reacts I guess. Maybe in the future he will be more cautious approving forecasts then knock it out of the park on results. Totally different business but SIG did this in the week and their SP opened 15% up that morning.

Toyin is right with the word emotional. This company isn’t a gamble, it’s a young company with some great science trying to find its way in the world and that is bound to come with some volatility. If you want a gamble follow our friend Belgrano over to Polymetal :-p

Oleric, if you had been invested any longer than a year and 4 months you would be in profit, not 12k down. Any kind of financial advisor will tell you not to invest in anything unless you intend to leave the money in for a minimum of 5 years. Granted it does take a strong constitution to leave money in a company at a loss but that can be the price you pay for the potential returns.

I would really love to have chalked you up as a novice and disregarded your post but the fact you have popped up recently, half your posts jibing at Elrico with a name which is an anagram of “Elrico”, I’m going to suggest you possibly have an ulterior motive here. Elrico has certainly been guilty of hinting at things that have not in fact been reality, but it doesn’t make it his fault you have lost money, it’s a personal situation and shouldn’t alter your view of the company itself. Maybe his regular direct contact with Stuart has influenced the weight with which you gave to his hints and teasing statements. It’s important to know that these statements are his own opinion, as is the case with everyone else here. I think this shows Stuart doesn’t say anything he isn’t allowed to. I do find the direct interviews with Stuart useful, a lot can be taken from what is not said, as well as what is said. My apologies if you are in fact genuine, but if that’s the case and you are now sold out then best of luck.

Lord, I understand your point about the sales to end of Dec but I think your making the same mistake as many at this time. It’s 22k worth of sales of only the AxisBiotix-PS product, from a soft launch with little/no marketing spend. It’s tough to build paying subscribers in any sector so 22k is testament to the product working. It looks woeful compared to the forecast **TO END OF JUNE**, and compared to the pre launch investor hype, but as a stand-alone fact it is fine. What you and others are not taking into account when discussing the speed at which Stuart is driving the metaphorical vehicle is that whilst the AxisBiotix-Ps is launching, Stuart is working on an Acne product and planning for further AxisBiotix launches. He is working with Croda to put our IP into cosmetic products made by 12 big names before any other manufacturers even get chance. Croda believe in it, they’ve spent £5 million on a manufacturing facility and are testing further claims. Stuart is also thinking about Cleanbiotix and Medibiotix. And all this with just 3 staff during the soft launch phase. Is the m/cap difference because SBTX is on a different trajectory to OPTI? You can be sure it is, and that’s why my money is here. I think SBTX revenue 5 years from now will represent all the work going in at this point. Will OPTI revenue be anything like it? Maybe, if Sweetbiotix takes off, but not a chance it seems prudent to take in my personal opinion.

Interesting to read discussion about SBTX vs OPTI as an investment proposition. I used to feel like the only poster on this board that wasn’t first invested in OPTI and at one time became enthused by the idea of taking a position but after researching it decided the exact opposite to Lord. Any money I would have put into OPTI is money I could have spent on SBTX and that seemed daft to me. I do like Sweetbiotix but it’s almost like it’s been taken to market on a canal barge. Stuart is driving SBTX down the fast lane of the M1.

I think that would be completely acceptable Aquae and would show good growth from the soft launch start. I do hope we get a trading update around about that time letting us know.

Toyin, I do also feel that we will be in a better position at year end, but what I mean is that I will be sticking with my holding for at least 3-5 years as I believe that will give adequate time for the company to release most of the value from the brilliant science developed. I want to be here when the oral study completes, when the Croda information drops and when we find out more about cleanbiotix. I also want to see the axis suite of products develop and eventually get to the 25k subs, and see Medibiotix form into a commercial agreement. But I’m underwater at the moment so a good RNS or two in the next 3-6 months would certainly be most satisfying!

This stock does have an awful lot of potential, it is just suffering from a spell of poor sentiment since the OPTI sale crashed the price and the results crashed it again. Neither incident is horrendous. The company couldn’t have done anything about a large share sale. The forecast miss is a shame, the implication is that it wasn’t missed by much because it was expected to be hit 6 weeks ago. There is a slight feeling telling me the lack of tangible numbers to replace the 1.2M with implies we wouldn’t want to know the real number, but that’s just me. But despite those two points, the underlying company is still the same one I bought into and somewhat further along the road towards profit. Like everyone else I completely reassessed my position when the results RNS hit, but I had decided I didn’t want to be out of this company, there are too many pokers in the fire, all of which could one day yield a share price rise. I’m happy to own my little chunk of the company. However my sentiments have now changed from hoping for short term share price rises based on news of progression, to hoping for a good return over a 3 to 5 year period as the pokers convert to profits. It’s a different proposition to the one I first invested in but one I’m very happy with.

That’s really fantastic. The new branding from around the start of April is great and I like the way the posts are designed to engage the audience and show real product results without being full bore sales mode all the time. I’m very impressed with that.

That’s true Mad, I think that’s where the sector blurring comes into it. What you say is spot on however we all know that every purchaser will be looking to treat their psoriasis. Nobody will be searching for food supplements that help psoriasis but are not able to be marketed at such. I think leapfroggy’s observations are valid and it would be nice if we appeared in these searches, but Stuart has a marketing plan and hopefully for the money he is spending he will be getting us good value from it.

HappyDays2U, thanks for the sensible reply I will take your points into account. In my opinion investors that closely follow a company often have a wealth of knowledge which isn’t readily available to find online or by reading reports and these board are a great resource to find them, but it’s hard to ask difficult questions without being branded a deramper. There are usually lots of small timers that emotionally try to protect their bias. Good there isn’t too much of it here. It’s clear there are a lot of good things going on for the company and any opportunity to buy in under the placing price seems a bargain in the long run. Good to see a nice rise today and long may it continue. For me this share lives or dies on the long term mass adoption of home/immediate testing, especially given the huge production volumes the company has prepared for, so great to hear they had a market for it for 12 years before the pandemic. Covid will have got most of the country comfortable with using this type of test so chances of success should be high! GLA.

Hi All, I don’t have any shares but i’m considering an investment here and have been doing my research on and off over the past couple of days. I note the comments below about how the business is effectively valued at its cash in bank/unpaid invoices/assets and that future earnings are not accounted for in the SP, but it seems the company has lost millions in its reports and that’s during a pandemic which would obviously produce a massive demand for its tests. Will demand ever be that high again, we don’t know. But could it be that the share price is where it is because there is no evidence there will actually be any future earnings?

Also can anyone say what Abingdon did before the pandemic? Have they always done lateral flow tests or is there another business segment to fall back on that produces income? I can’t seem to find any info about the company pre-covid, maybe because that was around IPO time.

Sorry to holders that may take my questioning in a negative light, I hope for the opinions of positive holders to see if I can get information to relieve my concerns. I can see that there are lots of other positives here such as the Chair and CEO’s investments, the technical skill, the commercial agreements and becoming the one stop shop for test manufacturing. I really like that. I just want to be convinced that the company will make money in future years even as Covid subsides.

Regards, Clio.