Member Info for Crossthetea

With global currencies going back to the gold standard and dedollarisation of international trades? Rumours of Barrick buying mine rights to essentially slow the flow of gold stuff to the market and bolster long term price growth (conspiracy theories, I admit) also. These are not normal times my friend. Granted x7 is including my bias as an LTS.

Why bother with a buyout of Dugbe at a premium when the whole of Hum could be bought for less?

I would say a lot of investors would accept 60p p/s all in at this time.

Why Administration when there are no debtors? It is a costly process in itself.

Cel is a shell company waiting for a buyer. My money is on FlexLabs as a buyer, I bet Mike is simply drumming up support for investment and financing. meanwhile driving the SP down to reduce costs for a takeover. Matt Lodge certainly is helping with that.

BTW, there is a lot of rubbish about someone buying Lodge's shares, the MMs are taking these to off load to Retail buyers over time. Granted it will take a while, I doubt the MMs have made much profit on this one.

Or Cel are simply preparing a low cost skincare range for release and about to setup a retail hub like Chill but without the poison.

This has got to be the most confusing company I've ever invested in, very random.

Cel don't have any products...

FInally got around to a bit of diggin on the CelAI tech. Not to scare off potential investors, the current CelAI product is quite 'Mickey Mouse' to quote my old programming professor.

They use Firebase, an outdated backend manager by google first launched 2010, and tools by Feather-AI. Not sure what FlexLabs actually do at this point. Their webpage has not been updated since Jan.

The most AI thing about GetCel is their Instagram likes and comments.

These are delayed trades, likely when Alexis Abraham was selling out. The MMs are just trying to smooth the transition to zero. ;)

Nvidia are actively investing in small AI firms:

https://www.reuters.com/technology/arm-soundhound-ai-shares-jump-nvidia-builds-stake-2024-02-15/

So, I predict a reverse takeover of FlexLabs followed by dilution, stake sale to blue chip companies, organic increase in SP, another dilution to retail and II, sale of carbon capture, full pivot to AI development service to b2c industry, then sale to a Chinese holding company.

Mic drop.

Given cash in the bank (there is still some) and recent director buys I would say it's more likely that the range will be rebranded as Cel and released with a new price structure and market focus. This will be revenue generating while the AI bit is developing and KingTide work out what the hell to do with all their seaweed.

They'll lose some BOD, but I doubt anyone will notice.

Bets are on!

Out of stock within 4 weeks at industry competitive prices? Assuming they made a profit with each sale, that sounds like a strategy to me!

Review of Cel: Nice idea, too slow, has not been briefed on Cellular Goods apparently. Still a bit of work to do...

'Unfortunately, there are no specific "Cellular Goods" brand products listed in the product list that I can recommend. If you're looking for Cellular Goods brand specifically, it might be a good idea to check out their official website or authorized retailers for their product line. If you have any other preferences or questions, feel free to ask!'

Sorry to hear. I assume there is no photo on the tracking page? CBX outsource distribution so what they told you is likely what they were told. Prob faster to claim from Royal Mail yourself, but also make a formal complaint to CBX that their distributors are taking the p*ss.

Also, thefts from 'safe places' are ridiculously common, they only stopped for me once I started to let my German Shepherd roam on a longer leash. Never knew what hit them, I'm sure.

Interesting thing is, at these prices they are now in

Supermarket

Pharmacy

Mail-order sub

territory.

If unit sales increase substantially I would rebrand as Cel (Skin), reduce packaging costs and introduce traditional non-CBD versions with vitC/retinol etc. based on the same core formulation, running the same price.

A revenue stream is revenue stream. Could be an Avon tires type turnaround moment.

Then

Great, likely an issue above 0.7p in that case.

Partnerships are also being explored I'm sure, SkinQ would be an interesting one.

The founder has up and sold 25% of his shares.

Which at this SP is just about enough to buy a face serum on sale. At least he'll get a free face oil.

Well, to be fair to Darcy, he has thrown a few curve balls. So I wouldn't be surprised to see a large percentage of dilution sold at a premium (around 3p) to a Qatari or Chinese state-backed company in order to compete with the recent Saudi moves. Eventually the skincare division would be made private, or sold to someone lie Fraser's group (their Operations are actually not far off from one another, it would be easy to incorporate).

Curve ball strategy prediction: 50% dilution at 3p per share. Sale of skincare formulations and supplier book at £8M. Forecast to break even ~2025 and start making serious money ~2027 when politicians find out that industry was pulling the wool over their eyes in regard to emissions and true environmental cost green energy projects.

Just a bit of a laugh.

Love the AI chatbot on their website though.

Dilution almost certainly on the way, though not sure who will buy in, even at a discount.

I'm souring on Kingtide now though, they seem to be stuck in feasibility with no schedule to complete commercialisation. Research partnerships? I would have thought that would have been done before incorporation. Also, a player in CC must have real estate. Kingtide seem to aim to be the middleman, meaning intangible assets. Rubbish for investment, as there is nothing to leverage against.

Good points being a quarter of sales going to the US and claim to have enough liquidity to last a year.

Darcy needs to buy in. Also investigate a dual listing in the US. Kingtide just need to break out of academic mode and make some proper deals, free carbon credits to beta customers, use of coastal farms FOC in exchange for job creation like miners etc. Think out of the box before you drown, Kingtide, it's starting to get very crowded where you are.

Not many sells: this tells me that this share has a liquidity problem ie. quite a lot of people sitting on their holdings long-term rather than trading. Maybe this is what is keeping the SP elevated? I am really not sure what the MMs are doing otherwise as I would have expected the SP to be quite a bit lower than this given the poor quality of the recent RNSes and continuing cash burn.

I am expecting a rerate tomorrow to something significantly lower, which will likely trigger a few stop losses on the way. Rollercoaster time, too late to buy (or sell) your ticket now!

By participating in the placement you are giving funds to the company. Shares bought on the free market outside a placement feed the MMs. The more people that participate in the placement, the larger the cash reserves of the company and the greater the market cap, though that really depends on wat they do with placement shares that are not subscribed to.

That's a bit harsh!

It does look like a wind-down, though could also be that they are trying to maximise profit by cutting out the marketplaces that do not provide significant traffic during the holiday season.

Probably preparing for another good news RNS in the new year.