Member Info for cowbridge

The one page website only has accounts from 2023?!

Its shame that everytime there is a discount on a placing that retail investors do not have the opportunity to participate at the same rate as with modern internet technology it should be easy to do

agreed most times the offer will not be taken up however

if the solar business is worth more than the market cap then they do not need to win the court cases and the share is still under valued so at worst a medium risk but with a lot of upside should not be that difficult to raise funds and a risk wealth is transferred from existing shareholders

Hope this is not too off topic but while we are waiting for results i sit around and think!

but i have come across this app Weshop they launched in the uk and it is like a cash back site but you get shares in them. so they have signed up a lot of the main retailers like tui shein and dorothy perkins and the way it works is i think you spend say a hundred pounds with a company but go through the weshop app they then pay back say £5 pounds to weshop and then weshop give you £2.50 in weshop shares so you share in the rebate

anyway they did a soft launch in the uk without advertising with over a £100 million in sales in the first year but early days but they have set up the model and infrastructure . they just floated on nasdaq and are valued at over $1 billion as this model could become a viable rival to say amazon anyway they needed to float as they had to offer american listed shares if they were to go into the us market and they have signed up a lot of the american retailers

the reason i write this is i thought that it would be good for skin and cell to try and join the weshop app, sure it is early days but the high nasdaq valuation means that they will have the funds to expand and we do not need much sales from any channel to a make a big difference to our share price, i see for example bloomingdales has just joined the site so this is for all products including high end sellers and i am not sure to what extent we are selling in the usa at the moment

anyway just a thought but think the app is worth checking out they may need a certain level of sales for a company to join but we are listed and it was developped in tandom with as watson so it is the sort of product the weshop shoppers should have access to

you need to be referred to join weshop so feel free to use the @cowbridge code i konw its a pleasure your welcome

Maybe you cannot make any claims but i think i would try the cream as not sure of any better alternative creams on the market and especially in sunny places like australia

I cant find the article on line but here is a link to 2015

https://www.dailymail.co.uk/health/article-3081570/Daily-dose-vitamin-B3-slash-risk-common-skin-cancers-quarter-study-kind-reveals.html

you can i think overdose on b3 which is why the face cream has a higher dose over a small area than the body cream that is at a lower dose but then the face is more exposed to the sun and so must i guess be a higher risk area - no expert on this but i think interesting as skin and cell may just be better at actually delivering the b3 than other similar creams on the market

A bit more activity on instagram nice adverts about shaking up the industry and you dont need any other cream

I see on page 40 of todays Daily Mail they write

The most common cancers in the world are skin cancers BCC and SCC and both are driven by sun exposure, my dermatologist advised two of my patients with skin cancers recently removed to take Nicotinamide B3 twice daily from now on as there is strong evidence it reduces the risk of all three types of skin damage so the writer goes on to say that anyone who has any of the above cancers is urged to take Nicotinamide ad infinitum but maybe people at greater risk who have not had skin cancer such as fair skin or red hair should also consider taking it

We know that the current formulation of skin + cell delivers b3 as deep into the skin as any cream currently on the market obviously this is a cosmetic not making any medicinal claims but the market will hopefully realise while more expensive than tablets it has the advantage of getting the b3 to exactly where it is needed, i know of skin specialists who recommend the oat cream Aveeno brand for excema not a medicine but still recommended to customers in some cases as a useful tool in prevention

Sure a bit niche but actually skin cancer affects 3 in 10 people who are fair skinned at some time in their life so this is in fact a very large market just on its own

I cannot seem to buy incanthera on my hsbc account only my iii account so it would be good i think if that was sorted - i also cannot buy ajax resources maybe hsbc is not yet big enough to be able to cope with acquis shares and still on a learning journey? just cannot believe that if you were a fund and hsbc was your broker they would not be capable to buy all seems very strange they probably need a new IT department and then one day they could offer foreign shares also

my girlfriend broke up the face cream bottle after she had finished and it was very well made in a sort of vaccum suction pack so she could not find any more cream to use after she dismantled it! i guess that is frike's manufacturing process but very well made

Thanks for that thomas

it looked to me like tnr got a really good deal back in 2007 i suppose argentina was just not a good place to work at that time and they walked away but looks to me a good price?

i like the comments in the second article

Previous owners took Eureka to an advanced exploration stage and had estimated resources of 62Mt at 1% copper and 600,000t at 2.7gpt gold - seems very good grades

then

Bezant believes there is potential to improve grade further by focusing on the structurally controlled feeder zones that have been revealed by geophysical surveys. Quartz-vein hosted gold is also an attractive target, with historical gold grades at Eureka as high as 112gpt.

the Eureka copper-gold project in Argentina has the potential to become a low capex, high-grade mine once further work has been done on the feeder zone targets located below the conglomerate layers. - low capex high grade is exactly what you would want and we should be able to turn the asset into a resource shortly?

i guess an analyst report backing all this up would be good in the near term while we await the drill results?

with the majors moving in and sentiment on argentina changing this has potential and then silver in chile also?

i couldnt buy ajax on hsbc so would be good if they could sort that out too!

Good to see on the skin + cell web site for the black monday sale they describe the product as "50% off the most advanced skin care on earth" - good to see the positiivity and backing up the science

probably news about a month away? - has been a bit of momentum with the shares since the agm sentiment has turned a bit with lots of small buys but mostly waiting for actual sales figures so at the moment a bit of a phony war?

could also have a jv in a terrority or a celebrity tie up sometime over the next 6 months should be more multiple good news stories in the next year or so?

on a different point I notice that 111skin sell their black diamond serum for £480 so we are virtually giving away our serum! with no black friday discount

https://111skin.com/products/celestial-black-diamond-serum#overview

interesting times!

Https://www.zerohedge.com/geopolitical/us-switzerland-reach-tariff-deal-lowers-duties-stokes-investment

Swiss tariff to USA cut from 39 to 15% which I assume covers skin + cell

Https://www.eventbrite.co.uk/e/aquis-showcase-tickets-1733700999359?aff=oddtdtcreator

incanthera presenting again which is good

Tried to buy minflair today on the interactive investor site and was told that this was a sales only investment

very disappointing

In fairness management own quite a lot of shares so will be down too

but if there is a discount then retail investors should be allowed to subscribe

I guess if shares are issued especially as we are at the pivot point there should be no warrants and they should be at a current premium to the share price but hopefully nothing or not much is issued

i note AEG massive, and tower resources 15% discount, did fund raising with quite large discounts even thought the future looks bright which was very very disappointing

so fingers crossed we do not anymore funds

Yes seems odd a 15% discount was needed for such a strong buy

Basically just a transfer of wealth to insiders?

There were a few questions but nothing springs to mind but very open didn’t ask about the past, they will look at other sales avenues not just dtc but not really anything that had not already be published. I would assume they just expand the range rather than a different product but didn’t ask. So for me it was simply the vibe that the product is starting to sell, so will depend on news.

I came up from wales to listen to the presentation and thought it was pretty good though no additional information that isn’t already published. Assume the video will go up soon. They have 5 products all with equal amounts so I think 20,000 of each and the price ranges from £35 for hand cream to £175 for serum. They repeated that they expect to sell all product by the end of march next year so you have to guess margin and average sales price but my guess if true would be a profit of a couple of million. So a market cap of 3.8 million an interesting bet. They might need a fund raise hopefully not but hopefully at a premium I’m 70% down but we don’t know if they will need one, so risk of some dilution but could easily multibag fast growing cosmetic could be on perhaps a pe of 25?

Obviously if no sales then it fails. But they seemed confident. They said expanding influencers and will have over a 100 million in followers exposed to the product which will drive sales. Have mainly concentrated on Europe but will gradually roll out to Asia and America but can as of now be bought by anyone in world. Looking to add an spf cream so I came away very hopeful.

Sol is a different technology and completely separate and penetrates more deeply than face cream so I guess could still come once they have revenue

So for the first time in over a year I think a tentative buy

I invested rely on the fact as well as being a university spin out the science should be good if Marionnaud wanted to jv with us and then sure got cold feet with the patent claim but neverless must have been happy with the science at the time?

so sadly thought that this massively reduced my risk and we had distribution, the Marionnauld seal of approval still stands in my view but it will be interesting to find out what actually happened, its just we needs to gradually develop distribution

it could take a decade to develop fully but with only a few staff and everything outsouced if there is sales traction it could easily fly

I guess they launch and keep adjusting the strategy?

Not a bad idea to start with a high price and reduce but can argue the opposite also

£170 for the serium as opposed to 230 seems about right to me for a high tech product i see augusta bader has gone down to this price

then the hand cream currently on sale from 122 is now on offer at £40 seems a bit low but maybe it will settle at 80 or 60

and then the two products can target completely different market segments?

the hand cream for direct on instagram for the people given the sachets closer to mass market more like medik8 and the serum as the high tech product

this need now to get into the press

I notice Genuara on launch went for full page adverts in the paper versions of both how to spend it in the saturday FT and the style magazine of the sunday times but no idea if that worked

earlier in the year there was an article in the style section of the sunday times on Klira a subscription for high strength retinol where you need to do an online questionnaire as it is only available by prescription anyway then a few weeks later the whole magazine was enclosed in a cover advertising the product so i suspect the article generated sales and retinol is one of the few ingredients agreed to work but we may need to use a pr company but we need the story now to get into the press

still risky but this can work we will see what customers think

i have nearly finished the serum and my skin is much softer than usual but no effect on thread veins maybe a little reduciton in eczema but i think it works

what we do not know is sales and if the influencers we used were the right ones can be corrected but i was thinking more gabby logan, the recent competitor used Mica Paris - ie glamorous middle aged people with big followers?

but then again there could be a big campaign in china i know nothing about?

Yes agreed

also one sale of shares for £145 and one buy £1,229 and the share price appears to be down 15.4% which seems disappointing to say the least but any good news and buying i guess should move it up a lot!

i just had a banner advert for this

https://genaura.com/

it launched on 11 september only got 6 posts and 138 followers as of today on its instagram account so will be interesting to see how it develops the marketing vis a vis our product

priced for the serum at £294 so looking at the same market

https://cosmeticsbusiness.com/science-backed-luxury-skin-care-brand-genaura-debuts