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Https://www.crodabeauty.com/en-gb/resources/technical-library

Hence, Croda have known for the last 7 years they need to produce the next generation product to have any chance of building their own operating margins back up to 25%.

Average is not good enough .

Thus we can be assured this new Lysate is very high margin .

Research : Croda new and improved products .

Croda require high volumes and , high margins ,for the Lysate, which falls directly into the lap of SBTX shareholders in the form of royalty payments.

*** Above all, this will consign many existing products to a ‘dirty’ product category.***

Croda are in a position to open the tap and deliver new product overnight.

Chemical based products will just not sell , margins will be crushed.

Hence no cosmetic company will want to stock them

Spot on.

That’s how to take market share away from others overnight.

I bet the key players were onboarded at least a year ago.

Ashman said it’s going ahead, no matter what data came back from the clinical studies .

That data was very good

The cosmetic industry has to go bio at a rapid pace, just to survive.

Traditionally margins have been super high across the board.

The industry is calling out for a step change, away from oil based chemicals.

If a new product comes along , that sorts a massive problem for these companies, then they will grab it with open arms.

Croda will pick up market share without a hard sell, they are set up to get green bio, sustainable products, out into the market at pace.

Think Croda :

They will do all the work , they have to make hundreds of millions each year to keep their own shareholders on board.

The new Lysate will be both a replacement and a new product.

Thank the sellers

Just like I did, when I was buying at 10p

This is a blockbuster ;

Have you any idea of the number of new investors that will be drawn to this stock as news filters out ??

Smart investors buy , as forced sellers get out to protect their own interests.

Think OPTI : selling to stay alive

Think the Australian bank, that makes its money from lending, not owning shares in companies

Far to low , the PE will go through the roof look for 40 plus as it will match the growth rate.

Your looking at an end user market of half the worlds population

It’s recurring margin

Then think of where the profit can be directed to, producing yet more profit

How right you are.

Blockbuster : yet most here STILL can’t see it .

They still play with the worry beads .!!!

When this goes mainstream, the buys will be non stop.

Odd, as I see blue sky

They are a bank with profit points that would explain what they do.

The deal is a year old , when all exercised SBTX picks up a tad under £500,000.

The clever potential investor would have been on the phone to snap them up, first thing this morning , ( see trade yesterday , that settles tomorrow ).just like I was at 10p when clowns of a similar nature thought it’s a great idea to pick up stock at a tad over 7p and sell it to me at 10p.!!!

This share is the best I could find on the London stock market.

It has been 100% de risked v 16 months ago.

Its growth potential is like no other

Margins will be huge

Market size ( end user) is well over half the worlds population

5 pillars for yet more growth .

When would I release results

31 March 2025

Why

It’s the nearest point to the launch, at which time Croda might have started its Lysate promotion

We have the largest Actives portfolio in the industry from marketing claims to scientific claims.

Waste of time thinking anything about sellers of any share, in my view.

We had an overhang here of £3000,000 or so worth of shares at 8P last year. No one would take them up for weeks .!!

Now they stand in at 24.5P.

That says it all.

I also agree 100% with Elric, it’s Croda who will be driving the Lysate sales.

They have no choice , they have to lift their group operating margins , if they don’t, they will be taken out within 18 months.

Croda cannot deliver on the increased margins required with the products from a past era .

**New and protected ** ones are required.

Croda is forecasting higher revenues and higher margins this year from the consumer care division .

How could they say that, unless they had something big about to come to fruition . ?

More so , since they also say on the older mainstay products, they have to have some movement on price to continue to win orders.

Perhaps one should focus on the wall of money, that I believe is on its way.

What’s the absolute maximum number of investors that know of this company, it’s five pillars , and the Croda royalty agreement ?

Let’s be generous and say 10,000, nowhere near that number will own the shares.

Roll on the next few weeks and months, as the word spreads, the buying pressure, will I think be extreme.

SBTX if off 98% of city screens, down to its low market cap, and lack of a meaningful broker forecasts for 2025 -2026 , and 2026 - 2027.

It’s 100% off the radar of end consumers of the Lysate.

We don’t even have a name for the Lysate.

An NDA is being enforced prior to April 8th.

When SBTX hits the headlines do not expect to be able to buy the shares in any meaning size

Agreed , the only takeaway of note to me is the plan to get back to 25% operating margins

Blockbuster required , that can increase revenues and margin's dramatically.

Widening the gap in our sustainability leadership

With sustainability continuing to influence customer buying behaviour, we are seeking to leverage our leadership position through the creation of new sustainable ingredients and verification data to prove our claims:

• Demand is increasing for our ingredients that are differentiated by their sustainability characteristics

For those that do not follow Croda.

Up until 3 years ago they were the darling of the uk chemical stock market sector, with operating margins of twice the average @ 25%

They have since slipped to 17% in the consumer care division

The plan is here

Target:

Adjusted operating margin over the medium term at or above 25% in Consumer Care.

The new Lysate is set to do just that, however the Lysate operating margin has to be massive to not just 25%.

The reason being it has to lift all the lower margin products up 8% points, from 17% on just under one billion of sales each year.

Looking good.

If you think they want your stock today, ( which, as you say they do) , just how the hell will they cope when the real news breaks. ?

Shareholders are sitting on a blockbuster product, and company.

SBTX is an absolute gem, unknown outside a few hundred investors.

The shares will be as rare as hens teeth, going forward .

Excellent work. .!!

You’re right, the shares are coming from a very low base.

Buying at these levels and holding for 5 or 10 years will I believe, produce spectacular results .

One does not even require a large investment , let the company and market do all the compounding for you .

Https://www.globalcosmeticsnews.com/loreal-halts-us-sales-of-acne-treatment-amid-benzene-concerns/