Member Info for Dustbin101

The loon has already seen myself and others gain 80% in the last few months from 10p .

I am targeting first a ten bagger, then onwards and upwards towards a hundred bagger.

Tiny SBTX about to pick up 20 years of fast growing, recurring revenues, from FT100

listed, Croda,plc.

Just one MM on the offer

But it’s not a delay, is it, ?

Most, but not all RNS news items come out at 7.00AM

The results have been posted for today , so they will not late , as things stand.

All the best.

Umm, where was the recurring income direct from a FTSE 100 company.?

The same company that the market leader in anti ageing.

The same company that is taking its portfolio of ingredients green and bio

The same company with a billion a year sales within its consumer care division.

Yep I am looking forward to tomorrows results under ‘ OUTLOOK *

I don’t get the trading angle at all.

No one gets it right every time, if a bid arrives when you’re out , you’re stuffed, and your paying for the MM spread on every trade.

95% of traders are bust within the year, so you have to be in the top 5%

Warren Buffett : Buy and hold for compounding profits .

With respect you’re sitting on a potential ten to one hundred bagger.

Any company that can produce :

Recurring super fast growing profits should NEVER BE SOLD

Investors would do well to rid themselves of any trading behaviour.

New high for the year.!!

Breakthroughs in Ingredient Technology

Ingredient innovation is at the heart of cosmetic science, driving the development of more effective and targeted beauty products. In 2024, technological advancements are enabling brands to introduce novel ingredients that offer enhanced benefits while being safe and sustainable.

Biotech-Engineered Ingredients: Biotechnology is revolutionizing the skincare industry by allowing for the creation of ingredients that mimic natural processes. These bioengineered ingredients are more potent and safer for the skin, providing more effective solutions for anti-aging, hydration, and skin barrier repair. For example, companies are developing ingredients that replicate the skin’s natural moisturizing factors or harness the power of microbiome-friendly actives.

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Step back , and take in. ;

Croda, a FTSE100 company, hold the number one spot for anti ageing ingredients .

Croda have written polices to go bio and green to save the planet. ( as have the cosmetics companies , who are CRODA'S clients.)

Croda and SBTX have developed a new bio product that could change the FACE of the world. It’s better, greener, bio, and sustainable.

Total addressable market size, is over half the worlds population

Gross margins are huge within the cosmetics industry.

First mover advantage.

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No one , bar a very few savvy investors, have any knowledge of what’s been produced and is now in production.

This is going to be world headline news over the next 6 months, when the product starts to get introduced .

Every man and his dog will then want a part of the action.

I can see a massive shortage of shares driving the price up to levels seen on Wall St.

Top Shareholders

Source : simply Wall Street

Top 25 shareholders own 67.94% of the company

The institutions are always slow off the mark, that’s the very reason your private pension run by them, performs so poorly.

Not a good idea to attempt to trade SBTX as a chance of a bid, is ever present.

No, best to do a warren buffett, buy, hold, and wait. The PE ratio will rocket as soon as the market sees those recurring revenues.

Social media can do in two weeks, what took two years ( CRODA’S boss picked up on this, during Covid.)

Proven by science

Bio

Sustainable

First to market

Croda is the world leader in the anti ageing space

Topping all of this is the tiny amount of shares in issue, less those in safe hands.

As the stock gets tucked away the pool of available shares falls, the market makers can no longer rely on being bailed out with a placing .

Then the product hits the headlines around the world .

You will not be able to get hold in any real size , let alone the 30,000 market size today.

More like 500 this time next year .

All my personal views, good luck and enjoy the ride.

The very best time to have bought SBTX was when we had the last overhang at 8P.

Roll on to today and the Croda trial results are in , (and very good) , and the final agreement has been signed.

Thus the trick here is to buy when you can , as later on, you’re! going to be chasing the price higher, big time.

Agreed , one other point is the Lysate will make up a tiny % of the cream perhaps only 0.25%

That’s where Croda makes its real money , ( hence that companies drive , to new and protected products, with huge margins )

£2.00 to £ 12.50 would still be on the high side.

If Croda gets a quid expect the shop price to be around a fiver.

SBTX gets 10% min of that quid

However when your talking tens of millions it’s a great deal of money.

Also note the new upstarts where Croda has an 77% foothold ( local and regional ) accept far lower margins for themselves. Hence the multi nationals are NOT growing as fast .

Gross profit margin formula example

Let's take a service-based business. Imagine the company is an accounting firm that audits other businesses. A single audit sells for £500 and costs £100 to produce, yielding a gross profit of £400. This is a margin of 80%.

£2.00 to £125 margin is rubbish !!

The very best gross margins are 82% !!!

Skincare products can have high profit margins, with the average gross profit margin for cosmetics being 58.14% in 2019. Some specific companies and their gross margins include:

Estée Lauder: 79.39% for the financial year ending in 2017, with a five-year average of 80.19%

Avon: 81.61% margin

Revlon: 61.45% margin

Croda bought

Solus Biotech 2 years ago

In addition to its established ceramides and phospholipid businesses, Solus BioTech is developing a fermentation route to retinol, a high-​margin specialty chemical that is used in cosmetics as well as in health-care and pharmaceutical applications.

Another company within Croda*s field.



 https://www.personalcareinsights.com/video/evonik-skin-microbiome-innovations-shaping-the-future-of-skin-care-and-sustainability.html

A few tip bits

Driven by customers needs

Sustainable and proven

Now starting to develop products

After 3.30 m : A couple of years latest , Bio will be a MUST HAVE .

Have not got a stable product , ( have the chance ), Note what S/A said in questions last week !!!!!

Only now, getting promising results

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EVONIK

06/11/24

Results

At the same time, the company is setting the course for future growth. The new innovation strategy presented in the third quarter focuses research and development on three clearly defined growth areas: bio-based solutions, the energy transition, and the circular economy. By 2032, Evonik plans to generate additional sales of €1.5 billion with products and solutions for these globally relevant sustainability trends.

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To sum up, I put Elric”s and my own case forward

Namely Croda will, ( and perhaps has to ) use its first mover advantage, to maximise and solidify its number one anti ageing product position.

In essence get the Lysate mainstream before the competition even

Gets a look in.

Kodak went from maker leader to bust within a very short timeframe, Croda made sure 7 years ago they were not going to make the same stupid mistake.

Can you imagine the amount of interest now being shown by others in our Lysate that’s ahead of the pack.

No wonder SBTX are looking to rapidly go positive on the finance side.

Hats off to the Croda team.

No corporation tax to pay in 2024 - 2025 or 2025 - 2026.

Market cap today £35M

Croda doing a billion a year from its consumer care division

Get just 4% , or £40M, of that next year, ( 2025 - 2026 , )at double digit, (12% ish to SBTX, and you’re looking at £5M to shareholders here.

Any official whiff of those kind of numbers, and its pay day.

As always, this has to be looked at from CRODA’S viewpoint.

They require at least £100M of growth , at high margin, from that division , where else is it going to come from .?

It is they who are banking on the new Lysate, with SBTX not much more ,than hangers on..

Elric, thank you for the interview.



Croda quote.

*As we move towards a predominantly biobased portfolio, we want to understand and respect the pivotal role of nature and biodiversity.*

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Matrixyl is not green

Where does Matrixyl 3000 come from?

Matrixyl 3000 is a synthetic peptide complex that is created in a lab. It is designed to mimic the effects of natural peptides that are found in the skin.

Matrixyl®: 25% natural content* / 78.49% natural origin content*

Matrixyl 3000®: 25% natural content* / 78.49% natural origin content*

Matrixyl® synthe'6®: 20% natural content* / 99.8% natural origin content*

I have absolutely no doubt Matrixyl will be rapidly phased out by Croda, more to the point, rejected by the industry and consumers.

Not only that but unlike Matrixyl the new Lysate has a much wider market, perhaps a billion a year sales down the line.

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Elric is 100% correct on the potential Lysate take up rates in April 2025..

Far faster, than most could have dreamt.

For the following reasons.

1/ Very positive results : puts the new Lysate in pole position for the next decade .

2/ Croda and its customers ( the cosmetic industry ) are going BIO at break neck speed.

3/ Social media does in 2 weeks, what took 2 years, back in the day.

4/ Proven by science, with claims that have not been seen before, within the cosmetic arena.

5/ Croda*s in house formulations, factory to shop, within a fraction of established lead in times.

6/ Croda has its own sales team, all focused, no third parties.

7/ Croda is trusted 93% take up rates of new skin products, from local and regional customers.

8/ No production constraints

9/ World market can be addressed on day 1 of launch

10/ A very, very simple product, no moving parts, no assembly required

Croda need to produce the new Lysate cheaper than Matrixyl and use less active ingredient.

3% Matrixyl down to perhaps 0.25% for the Lysate.

Price the first Lysate sales high, then slightly reduce Lysate price, as volumes grow.

To grab all the market , Croda and the cosmetics companies both need to make more margin than today.

SBTX gain from more revenues,( be it , at a slightly lower price).

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Croda are big on supplying fast growing local and regional companies, does anyone honestly think any of them want to be tied into 20 year old Matrixyl, going forward. ?

When the outside world picks up on this new product, all hell will break loose.

Sales hype will have a huge influence over the next 18 months, not sh