ABOUT TO ROCKET ?? 🚀🚀12 Oct 2024 07:23
Croda would not have proceeded with the new Lysate unless it was an improvement on what’s in the market today.
The feedback from the human trials have returned, very positive.
The official launch is in April 24
The addressable market runs into billions per year.
Croda is the top cosmetic ingredient supplier in the world in the skincare space.
Consumers are crying out for sustainable end products, proven by science, to work.
Croda needs top line revenue growth and profits to keep the institutions off its back.
SBTX is valued around £25M , to justify that valuation , profits ,going forward ,need to be just over a million pounds and growing,( allowing for a highish PE Ratio.)
One now needs to view this from CRODA’S prospective.
That company requires tens of millions of pounds worth of sales ,in the early days, followed by hundreds of millions ,as the ingredient gets established in the market, over the longer term.
As far as I am aware the product name has not yet been released.
No forecasts are in the market
No reviews can be found on the WWW.
No marketing has shown up in public
Today , any investor who has found their way to this BB has a distinct advantage over those that will follow in the weeks and months to come.
SBTX is due to pick up 10% plus of CRODA’S sales of the product, let’s say 15%.
On that basis Croda needs to sell just £10M worth to justify the SBTX market cap of(£25M ), with the two new companies, and the other parts of SBTX, thrown in for free.
Now here’s the rub ::
The issue for Croda , is £10M of sales for them, is like you filling your car up, with 50p in your pocket.
Croda needs vast recurring sales numbers.
£10M would be just 1% of total sales, (from the Croda consumer sales division.)
………………………………………………………………………………………………….………………………
To sum up.
SBTX could see its market cap increase off the scale, over the next 12 months.
It would also explain why S/A is of the view his 80p and £1.00 option target prices, will be triggered.
Sign In
Follow the stocks
