RE: Croda marketing has just started .16 May 2025 08:25
“”Never going to make inroads into Retinol and Matrixyl.**
All the large players and perhaps 98% of the smaller players are going Bio and sustainable by 2030.
Croda is delivering what those cosmetics companies , ( and consumers ,demand today ).
Go look up Retinol, and see what else can challenge it , ( within the green space ), cost effectively today, in volume , from a trusted partner, with sleep benefits and a lot more thrown in.
Also take a look at the long list of cosmetics brands that failed to innervate , and have gone bust.
No other product has been produced, ( in a stable format), to date.
Both Matrixyl (30 years old ), and Retinol, ( fail on all counts, when used in low concentrations as the EU is enforcing )
You’re looking at a blockbuster.
Croda knows this, and hence the reason they are so positive on Zenakine.
The amount Croda can sell with 12,000 clients and the fact Zenakine can be used in just about any cosmetic ensures this.
SBTX at £43M requires tiny profits to justify its market cap today.