Member Info for Cliostock

Not sure I entirely understand your angle there Tomcrom. Superdrug and the likes don’t have storerooms full of stock they will attempt to put deliveries straight out. I doubt there would just be one box on a delivery. One solitary box could easily mean two or three boxes have sold since the last delivery, which to me is a positive. I don’t think one could form an opinion without calling in a few times to get enough information on which to judge.

At least we know how the acquisitions are performing and how Croda has done, which is brilliantly. Personally I’m happy for the acquired companies to be here and I understand the reasoning for them. So as long as they are operating profitably then that’s fine and they act as a base for future good news, such as the launch of a brand/cream with our IP within, made by BTS and sold by DT.

£700k Croda revenue before any sight of a product on shelves shows the potential of Skinbiotix. An extremely good indicator for what’s to come if it is within multiple mainstream brands along with smaller up and coming names.

Revenue misses on acquisitions partially offset by no deferral payment, happy enough with that.

Happy there is to be some boardroom changes and DB is stepping back.

Slowly but surely progress is being made and forecasts in a roundabout way tell us the group is finding its way into profitability. I think our investments are perfectly safe and we are in a good place to see them increase in value as more becomes clear on progress.

Yes Bazza it feels unlucky for all shareholders. I had exactly the same thought re them coming out after hours tomorrow. At least we have a good idea of the numbers, it’s the updates and forward looking statements we need to excel at. Especially if 300/600k worth of sales landed in the first couple of weeks of the FY.

Tomorrow is my best guess of the date the results will be released, owing to SA’s penchant for Thursday RNS’s and tomorrow being that last Thursday it would be possible to release them.

Fingers crossed and good luck to everyone that is hoping for clarity.

Toyin: “Scenario 2 would explain why we have had no rns regarding sales, but we have all been lead to believe scenario 1 is in play. So as far as I see it, sbtx have and continue to, either flout/break the rules or we have been fed a huge amount of bull and have been lied too.”

This is my main concern. How does SA not see that this is the case, he doesn’t have to blow an NDA to rectify this. Or if he does know, why isn’t he bothered? It’s no wonder SBTX is in the position where it is a very promising but currently uninvestable company.

Exactly what I was going to say Jansy. AGM worlds apart from an IM. If SA fobs you off on an IM you can’t point out he has fobbed you off, nor can he filter a question away before it is asked! But as you say in an earlier post Aquae, at least there is still a chance the results will be thorough and complete. The best outcome is there being no need for any investors that are otherwise normal reasonable people to park their/our high horses outside and need to attend for answers.

Ah. Bazzaman, I bet you are right. Netcurtains, sorry.

Jansy we’ll never know the answer to that, but your post illustrates why he can’t claim to be aligned with shareholder interests.

Net, who do you think you are kidding trying to subtly drop in that DB has sold his shares? I’ve never accused anyone on here of having an agenda before but you are a red flag to me. Your act of playing the IQ-challenged investor asking twisted questions to try and glean twisted answers doesn’t fool me.

I understand the reasoning for your post Shychap. If the results are anything less than satisfactory it would be preferable to be able to ask SA in person at the AGM what he expects to be able to achieve staying in post. Fortunately I am substantially closer than most, meaning Newcastle is more convenient for me than London.

I don’t think anyone’s opinion of Ashman is that low that they think he’ll miss releasing results on time.

Aquae, I certainly can’t disagree with any of your points, maybe the group as a whole is now doing very well, I hope it is. If it’s true why can’t he announce it?

A perfect example is that we were told the group should be operating at break even from June 25 onwards. That is such highly price sensitive information that it would be reckless NOT to announce it. It should be a quick win and he hasn’t taken it, so is he running the business behind his own expectations in which case he should go, or is he so ignorant to the needs and expectations of the market that he needs to go?

Again, I sincerely hope something is released to flip my opinion. As discussed on the guild recently there are several potential positives on the go too; however only what can be true can be RNS’d.

Aquae, personally im more than happy to alter my stance based on the EOY audited results or anything else that Ashman chooses to share in the meantime; however the fallback stance now simply has to be getting rid of him at AGM if nothing otherwise progressive is released. He has promised capitalisation on the ‘embarrassment of riches’, and has delivered a fraction, which isn’t enough to drive the company forward. Countless people could run the company. I used to be a real fan of Stuart Ashman but he is playing from the politicians rulebook. He is not aligned to shareholder interest whilst his gravy train is rolling off the back of the dilution of our holdings. Time to be realistic.

That’s very encouraging Aquae, as is the consistent stream of industry website/trade publication articles covering Zenakine from every corner of the world. Based on this information only, it certainly looks as though Zenakine is going to be a mainstream, worldwide ingredient which is an amazing outcome for SBTX investors. It may explain SA’s silence, if it represents quiet confidence because he knows when the market does find out and the SP reacts accordingly all will be forgiven.

Like many, I’m sadly still sceptical due to track record, but we can hope, and again the ongoing trade information is encouraging.

Do we think the MD buying could have ramped up whilst he buys what he can before the results are out, and that he might stop buying once the company has updated shareholders?

Thanks Aquae. I think you’ve shown that taking some time to really understand what is already out there can be advantageous. Great information gained with no guesswork. I’d love to known roughly what percentage of the Beauty Actives segment is made up of Zenakine sales, maybe one day we will find out, but even 2% of it for the 2025 year would be enough to see us at 30p I think. Thanks again.

Just checking the SP today hoping for a continuation of the previous rises and was obviously shocked to see the downturn. Then to read the available information made it all worthwhile. So dustbin read an article about Melatonin causing heart failure and shat himself? After all that sheer commitment to the company’s MANY income streams (would insert below). First thought was fair enough, he held a great number of shares for a BBM! He must have been near a notifiable holding. Second thought was that I couldn’t believe he panicked over Melatonin causing heart failure! Everyone knows Zenakine boosts production, it doesn’t contain it, followed by thinking… what a loveable bell end! Must have really crapped it to sell at 18% discount to the actual SP. My lord what a day for SBTX.

I thought the same Dan, because of the relaxation element.

Someone (Toyin?) said on this board recently that a contact at the Croda Widnes plant had said there was a sun care trial taking place but not much further information. Noticed this teaser on the Croda Insta page…

COMING SOON

The future of Sun protection. One ingredient solution that optimises performance with minimal compromise.

“Stay tuned, the future of sun protection is closer than you think.”

https://www.instagram.com/p/DQUZlEOEyf5/?igsh=OHllcXhmbHA5cWpl

I think ending the secrecy and getting somewhere near to the CURRENT target share price would be welcomed by all Dustbin!

Aquae, new year would be unjustifiable. That’s three weeks short of a third of a year since ‘launch’. If it took a third of the year to do some promotion and get some point of sale made up why did we need to raise £4 million pounds and suffer a 10% dilution to meet a tight delivery deadline. That amounts to shareholders being charged for fillet steak and being served a Rustlers burger, and it’s Ashman’s job to get us a better deal than that.