Member Info for Cliostock

Great consolidation of reasons to be in this share.

Well said Madabout. The news flow in this share is pretty regular, always relevant and always positive. As long as that keeps up I’m not bothered for one a month.

I’m out too. Luckily at over 4p. I’ve felt positive about this share for the 12+ months I’ve been invested and have been happy to wait but I’ve lost all faith in the board. The squandering of the assets also means the squandering of the upside. Best of luck to all still invested, I really hope the board manages to lift the share price pre-raise to minimise dilution. I had to come out because I no longer trust they have any interest in doing this. Take care all.

Justify what delay?

It could well be about cleanbiotix. It could also be about sun cream. Oral hygiene. Anti aging cosmetics. Eczema/dandruff axisbiotics formulations. You could kick a football into Boots and it will probably hit something that SBTX are about to disrupt!

Don’t forget it costs the company to post an RNS guys. This share is generous news wise and Stuart won’t go quiet on us. But we can’t expect something every other week. We all know there is plenty happening behind the scenes, use the extra time until things start to get really interesting to accumulate more shares for yourself!

It’s true anything can happen here. Things don’t look amazing at the moment, but with its M.cap this share has never lost its potential to multi bag on the right news. Strange the board don’t seem to want it to though.

Times like this I always remember the saying along the lines of - “the stock market is a way for the patient to take money from the impatient.”

My opinion on that matters is that I also hope the price is on the lower end of the scale. I suffer from general ‘not the best skin’ type complaints but nothing like Psoriasis or anything that diagnosable. I would spend £30 a month to improve my complexion from the inside knowing other bits of me I can’t see are healthier for it. I’d be much less likely to sign up at £60 a month.

I get the product would be worth £100+ a month to those with conditions as pictured in the trial. But I think greater income would be derived from being cheap enough for the general population to want to take it to improve their gut biome which is becoming a massive thing at the moment.

I’m sure these conversations are being had internally at SBTX and if the team go another way with it I’ll know it’s the right thing to do. It’s great being able to have such confidence in the management!

I think you’re right. I think Elrico pointed out around the time he did the interview with Stuart that the next news wouldn’t be anything to do with the trial but the cosmetics pillar. And by the time that’s done and dusted and we know how the scale up has gone and who the top table 12 are we shouldn’t be too far off the commercial launch of Axisbiotics. And what will follow the launch of the food supplement? Only god knows. And Stuart Ashman.

Great research Mariog. Do we think the names mentioned could benefit from a capital raise at a low SP? Any shareholder with no devious plans would want the SP to be buoyant.

One would hope the board of directors would also be interested in making the most of the company at every point and as such the raise would be at a fair market value. I think your research makes it clear there is plenty of opportunity for the inner circle to arrange whatever they want without updating the market.

This company has amazing potential value in its infrastructure and demand for its services. What else can they possibly do to hold this down? Surely there is some degree of lift to come with the results due and FCA confirmations incoming. Surely the higher the share price at the raise the less Alchemy dilute their current shareholding and possibly get to raise more money out of all other shareholders….

The FCA would be very irresponsible to be the cause of companies in this sector going bust. Remember these firms are the final option for people before using illegal and dangerous loan sharks. The companies have to charge high rates to compensate for the risks of people pretending not to be in or spending their repayment on narcotics, it all happens. The FCA know this but have to be seen to be defending the consumer. However they know what a vital role is played by NSF and Amigo. I don’t believe Amigo will go bust, although there is a fair chance. NSF is definitely not going bust, they have a supported recapitalisation. What that means for PI’s is a different issue but they’re not going bust.

My first thoughts was that I was pleasantly surprised. A 15 to 20 million valuation is ludicrous for NSF, but justified because of the uncertainties. The board have put the raise back to Q3 and have implied that they are planning carefully with the FCA stuff and they are considering/learning from the outcomes of other companies in the sector. They’re clearly looking for a resolution to the FCA stuff before the raise. I’ve seen this tens of times now. A few well timed positive RNS’s leading up to the raise date and we’ve gone from a 1/5 ratio to a 1/1 with brilliant future prospects. I for one will be buying more if this drops much today.

Good post Johnnypc. I think most investors are currently frustratedly hanging on because that news must be so close now. How much longer can they leave it before they at least mention what is holding the situation up? Hopefully they are nearing a conclusion and are wanting to box off the FCA stuff so they can release that news along with a bit of a trading update.

I’m not sure if I’m right on this, maybe a more experienced investor can comment; seems like it would be in their best interests to release an FCA conclusion and trading update in order to allow the share price to rise before any raise, in order to raise at a higher price?

I agree about the significance of the next six months Belgrano, I too am holding everything and will continue to do so.

Not too concerned about today as everywhere seems red...

Totally agree Alavib.

You have accurately pointed out that NSF’s FCA exposure should be relatively small compared to that of Amigo. I wonder if you think this point has been expressed thoroughly enough in RNS’s?

I’m with you on the raise being the main suppressor of the SP and that it could potentially turn out to be a great thing for the company, but the trouble is we just don’t know how the board intend to play it.

You’d like to think the board are well aware they have been running a company with a kamikaze market cap and that they will take any opportunity to change the trajectory and restore some credibility. They certainly seem to have the foundations to do something great with the set up they have and I still have trust in them. We really do need to see some progression updates on the two factors before the end of this month though.

For me, the next 30 days are going to be interesting here. With any luck we will see what we have all been hoping for during May; updates on the FCA work and some concrete information on the raise.

I believe it is well worth being invested here at the moment. I’ve borrowed a couple of lines from Mariog’s post from earlier in the month:

In August 2015, NSF acquired "Loans at Home" for £82.5m.
In December 2015, NSF acquired Everyday Loans for £235m.
In 2017 NSF acquired George Banco for £53.5 million.

NSF is a specialist group made up of companies with a total market value at purchase of over £370 million. It has other underlying strengths such as its £78m cash at bank figure at last update and its unused credit line facility of £200m. At the time of writing the market cap is £17million. (Pause of effect...) Yes. £17 million.

I believe the SP is being held down by the uncertainties posed by the FCA work and the upcoming raise, making value debatable. However, I think that once we know the outcome of the sticking points, no matter if they are favourable or not, we should start to see the underlying value of the groups assets unlocked.

I’m holding onto every single share I own because it is only a matter of time until the path ahead is clearer, and if NSF hasn’t been bought out by then the SP will be miles ahead of where it is now.

Please can someone more knowledgable than me about 7dig help me out with understanding the RNS re UMG and Triller? Is the below RNS a good thing, e.g. 7dig are involved and will benefit 7dig as the agreement between UMG and Triller is running through 7dig tech? Or is it informing the market that UMG and Triller have signed a separate agreement, therefore cutting 7dig out? Answers appreciated.

Update on Universal Music Group and Triller

Further to the RNS of 5 February 2021, 7digital (AIM: 7DIG), the global leader in B2B end-to-end digital music solutions, notes the announcement yesterday that Universal Music Group ("UMG") and Triller Inc. ("Triller") signed a licence agreement for the use of UMG's music on Triller's app.

7digital continues to provide Triller with services from the Company's platform under the existing terms of its 18-month contract signed in August 2020.

I’ll be doubling my holding if this falls below 60p tomorrow. Hugely de-risked. Rome wasn’t built in a day and Skins may now take until Q4 to get back up to the 75-80p plus range but knowing what we know about this share the long term trajectory is only going one way.

Stuart has said in one of his interviews words to the affect of him being aware that there are big pharma companies monitoring the company. We all know how clever and forward thinking Stuart is, it wouldn’t surprise me if he was planning licensing agreements or similar to push on with the 5th Pillar (Pharma) much quicker than if the company was to go down the pharma route alone.