Member Info for Dustbin101

Croda is v firm again this morning.

Some pure guesses

Shorts closing

Possible stake holder building in preparation for a foreign bidder

Trading update due around 9th Oct

Some have got wind of a possible skin cream game changer, after positive human test results and production start.

Croda share price rocking over the last few days .

Don’t rule out the sage of Omaha buying out CRODA

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There is an observation – known as the lipstick index – that when times get tough, women splash out on a lipstick.

But does the recent fall in sales of lipsticks and other cosmetics and creams disprove this once reliable theory?

That's the question investors are asking as the downturn hits the shares of the likes of beauty industry power players such as Estee Lauder and Shiseido.

But the best known money manager on the globe is not among the sceptics.

Warren Buffett, boss of the £775billion Berkshire Hathaway fund, just snapped up a stake in Ulta Beauty, one of the largest US names in hair and make-up.

This is what Croda have said in the past, last week we were updated, and were told that the new product has come through the independent tests , both in the lab, and on humans These results have proved the product to be efficacious.

Dr Damian Kelly, Vice President Innovation & Technology Development at Croda Europe Ltd, responsible for the project previously said:

"This [SkinBiotix™ programme] continues to be a fascinating project that is heading towards commercialisation and will break new scientific ground in the use of lysated bacteria in the cosmetic industry as a skin care active ingredient. We have recently observed some additional unexpected technical benefits during our projected scale-up activities which, if shown to be efficacious through further in-vitro and in-vivo clinical trials, would then offer significant supplementary applications and greater product valorisation as a skin care cosmetic active. We are excited by the findings we have seen thus far and look forward to a long and prosperous relationship with SkinBioTherapeutics."

RNS yesterday from SBTX was excellent, the new ingredient can now be proved by science to work.

Looks to be on track , to take the world of skincare, to a new level .

*In nearly all licence agreements there will be a minimum royalty payment. However, the rate of royalty charged depends upon the type of royalty fee that is in the agreement.*

A minimum of 10% has been confirmed this may increase if the trial results due within the next 3 weeks return results that prove the product to a higher performance standard than was agreed on contract signing 5 years ago. The product could then be sold at a premium price resulting in both parties seeing higher margins as a result.

Industry profit margins are huge .

Consumers will pay the earth in an attempt to stay young looking.

https://www.freelanceformulations.com/post/what-is-the-average-profit-margin-of-the-cosmetic-industry

Croda is going green;

https://www.crodapharma.com/en-gb/news-and-blog/sustainability-response-letter

SBTX has all the qualities in this clip to potentially 100 bag, from a very low base line, Bar large director holdings. On that single subject the boss has said recently, in a company update, that he can’t buy today due to the company being in a closed period. If it was not the case he said he would be buying, as would his family and most of his friends.

https://youtu.be/JhOUvHcGbrU?si=7_STSkbkVEj1LzGt

Croda unfortunately, is far too large to grow profits at a super charged rate.

CRDA and SBTX are dependant on each other and that’s why I have created a joint thread here, rather than post on two single share boards.



News is due this month from two companies who have designed and now produced a brand new bio ingredient to address the massive worldwide skin care market natuarlly.

SBTX ( Skinbiotherapeutics Plc ) own the product * IP* Market cap £28M UK LISTED

CRDA ( Croda International Plc) produce the product Market cap £5Bn. UK LISTED

To get to today’s position has taken 5 years and over £5M all paid for by Croda

In 2024, the Skin Care market is projected to generate a revenue of US$186.60bn worldwide.

It is anticipated to experience an annual growth rate of 3.08% (CAGR 2024-2028

Croda is the market leader in anti ageing ingredients with sales from its consumer care division of around £1Bn a year.

Croda is also leading the industry *going green* with over 90% adoption due by 2030. This is being driven by end consumers who demand natural skin care products that are bio degradable.

If the new ingredient can be proved by science , it may well go on to be an absolute block buster, by replacing older, unproven chemical based ingredients.

SBTX are entitled to a minimum 10% royalty on sales .

Croda keep the remainder

I will update on both companies progress as and when news is delivered to the market

Only time will tell.

Delighted to announce, I have hit my target, to achieve a 100 fold increase in my SIPP pension within 20 years .

It proves without doubt , researching and buying, tiny listed companies, with massive growth potential, can and does deliver fantastic results.

£30,000 to £3M

Had I purchased the average fund over that time period I would be looking at a 5 fold increase.

Had I purchased the very best performing fund I would be looking at a 16 fold increase.

Https://www.lse.co.uk/rns/TRD/directorpdmr-shareholding-j9h6tpg3xaf474h.html

Https://static1.squarespace.com/static/56eddde762cd9413e151ac92/t/665ee1c7c9075d2080bab06c/1717494225149/Up+in+Flames+FINAL.pdf

Pete Glancy, head of pensions policy at Scottish Widows, said: “The growing gap in retirement outcomes and people’s quality of later life, between those who are currently retired and those who will retire in the future, is of great concern.

“There is still a real reliance on the state pension, and while some will be able to use their private pension pot to give them the flexibility they are looking for in terms of retirement age, it’s only starting to dawn on others that they may end up working for much longer.”

Scottish Widows suggests Labour needs to properly investigate how it can help people save.

It proposes reforms to automatic enrolment including lowering the contribution age, which is currently 22, and introducing an equivalent for self-employed workers.

Additionally, it said there needs to be a “roadmap” to increase contributions from 8 per cent to 12 per cent with higher earners encouraged to pay in 15 per cent.

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Yet again the pensions industry pushing for the average worker to pay in more, when they should be improving their own performance first

Worst pension investment fund performers on notice to 'up their game'

'Savers rightly expect to receive good value for money from their schemes,' says Selby.

New Pensions Bill announced yesterday.

'So the emphasis on fund performance – in particular the difference between the best and worst performing default funds – effectively puts the worst performers on notice that they need to up their game.'

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This is good news, the city needs a huge kick up the backside to increase the average long term compound returns, to at least double the 7% today

New shareholder picks up 10% of Triad PLC.

The same family is the largest shareholder in FTC where Elon Musk bought in a few months ago.

Https://www.express.co.uk/finance/personalfinance/1923208/state-pension-entitlement-benefit-means-test-Labour-Party-tax-raid-pensioners-Keir-Starmer

Keen , or what .?

Triad Group Plc

Executive Chairman recently bought UK£1.3m worth of stock

On the 10th of July, John Rigg bought around 426k shares on-market at roughly UK£3.15 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade.