Member Info for Dustbin101

Tell us where you get your inside information re Zenakine sales please.

It amazes me what some post on these BB

You have an Ex Morgan Stanley chap , who knows investment and the city inside out , buying more shares. His only other holding it at an all time high (SRT).

You own shares in a company where revenues this year are jumping from 1M to 6M

Replacing both Matrixyl and Retinol alone is worth today’s share price many times over

This week yet another deal .!!

Good Lord Bazz, does the moaning ever stop. .?!!!

They have just lifted to about 8.4% in this Mondays subscription

No worries Bazz, ( a previous poster picked up on OPTI ), from now on , just SBTX

Thanks for the advice

this is what i posted the day of the opti placing , i also pointed out a day or so later, the american investor may not have sold short, i have been 100 % proved correct.

since then opti shares have lost a good 50%

my main case has been if you do not trust the directors in any company, sell up and move on.

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at times like these, for some odd reason, i get a real buzz at reading the posts here from every man and his dog .

they are all one sided, venting anger, on this thread , all towards soh.

do these posters ever look in the mirror , for it was they, who purchased the shares. no one made them buy.

not only that, but issues they have had with soh, have gone on for the best part of five full years.

****yes : 5 years***

a child of 4 would take things on board , sell, and move on.

but not this bunch

i personally could not think of anything worse,( or more stupid ), than holding a share in a company whose directors, i had zero faith in.

this week your self appointed leader tw, lifted the bar , in an attempt to force change.

the strategy is so half ****ed it’s off the scale.

get rid of two directors to save £60,000 , appoint new ones, on chinese labour rates , (and the promise of some option candy.)

enforce some more cost savings by dumping amazon sales by opti.

the game plan

give the two directors the job of keeping soh in line, but for gods sake do not **** him off , cos if you do, the only hope for deal making, is down the pan. !!!

and so is opti.

rules of the game

don’t take into account the health of soh

don’t take into account of any repercussions

don’t worry about threats if soh fails to respond.

don’t worry about the reputation of opti at a pivotal period.

don’t worry that the shareholder base might be split, with institutions very wary for obvious reasons.

don’t worry about costs and management time.

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TW has knocked the share price of OPTI in half .!!

How clever is that , when he has 100% failed to get enough votes for change. .??

If I was a holder I would be crying

Loose cannon , come to mind.

If you want change at least do it the.correct way.

Bazz, just a quick reminder, you have an invitation to purchase at 17p

You are under no obligation to take up the offer

I will remind you of this, over the coming months and years, as SBTX delivers growth not to be found anywhere else on AIM.

Tomorrow at 4.30PM the open offer to purchase SBTX shares ends.

Mr Ashman has bent over backwards to ensure shareholders can purchase shares on an equal footing as the institutions.

Ashman is rather smarter than some here, the institutions have choices , they chose to back SBTX .

You have the chance ,to join them, should you so wish.

cp2891 :

i could not agree more with you ;

i have just posted this on the tw site after another of his deliberations ;

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tom , yet again your can’t understand the logic of today’s superdrug deal and placing .

first, cash required to get it off the ground, that cash was pencilled in from croda revenues next year. july 2025 onwards .

however, clever, ashman has pulled it forward to make use of excess factory spare capacity and move the business forward at pace

you then go on to say , it can’t produce returns to match croda . ( again talking rubbish ).

let’s look at some numbers on the back of a *** packet.

we were told the two companies sbtx bought last year were going for 60% gross margins in 2025 - 2026.

uk chemist shops run on an average 33% mark up

on that assumption and on a near static overhead cost base at sbtx bar allowing for growth and inflation each sale in superdrug might clear 20% to 30% as ebitda for sbtx .

on a product selling at a quid that’s a disaster , at £35.00 it’s a cash machine . i see 80% to 90% re order today on the sbtx web site selling one of the two, products.

more over, if sbtx go international with the watson group ( owners of superdrug ) expect this deal to = or surpass croda revenues.

the watson group are the no 1 chemist chain in the world.

By 2030 90% of cosmetic ingredients will be bio based.

The change from oil based chemical ingredients is gaining rapid pace .

Two forces are driving sales of Zenakine

1/ The replacement of Matrixyl and Retinol, for a cleaner sustainable world .

2/ New markets and market share gain, ( namely anti ageing, sleep, mental heath and well being.)

These two combined could, over the next 36 -48 months, produce Croda sales that surpass Matrixyl, Reninol, plus the new markets that have been created.

Zenakine is a 4 or even 5 in one , product, a massive attraction for the cosmetic formulation industry and end users.

For SBTX shares to fly sales of Zenakine are not required to be spectacular.

Far from it, just 20% of croda sales from its actives division @15% royalty to SBTX would see SBTX roaring through the one pound barrier.

Thanks Bazz my track record does point to your statement being correct

From another poster on ADVFN at the time .

CowickHaller22 Apr '25 - 12:06 - 121 of 121

The technical data from Croda tells you all you need to know.

I personally don’t need a wish list , I have been told all I need to know

Investors must understand its Croda in the driving seat, producing and selling, the next cosmetic ingredient, Zenakine, that may go on to be recognised as a household name, in Matrixyl ‘s footsteps.

It is FTSE 100 Croda that requires 25% operating margins across its entire portfolio of group companies.

It is Croda who is leading the pack going green, and sustainable.

It is Croda who has the ability to produce massive recurring long term profits for SBTX shareholders.

The last SBTX results and launch presentation told you all you require to make an investment in SBTX if you so wished.

Highlights included :

SBTX to go cash positive by June 30th 2025.

SBTX would make £400,000 in a full 2024 -2025 (had both of last years purchases been acquired for a full 12 months trading )

Plans to sign new deals ex Croda

The revelation that Zenakine can replace not just Matrixyl, but Retinol, as well.

The new sleep and mental health properties of Zenakine.

Poor Bazz

Crying again this morning ,

Tell us why any news from SBTX could have any effect on Croda sales of Zenakine .?

You only take a patent out, to preserve value, on high end , high margin, products that come with a moat.

The lifetime is 20 years

For most products it’s not cost effective .

Croda knows a potential Blockbuster, when they see it, hence the NDA.

You do not have (costly to set up, ) NDA agreements for rubbish ingreaidents.

Correct, more to the point, it adds value to the patent.

The process could be applied to any strain of bacteria.

Quote from S Ashman this afternoon.

SA

Our technology is based on a proprietary process of formulation that takes a strain of bacteria and turns it into a lysated bacteria. I’m the case of the Croda deal that strain is lactobacillus rhamnosus. The process could be applied to any strain of bacteria.

The process could be applied to any strain of bacteria.

Nice .!!!