Member Info for elrico

AVA sold part of its business a couple of years ago, which resulted in a special dividend. I have discussed several components related to Crodas' strategy, the perceived threat to their business (cosmetics), and possibly an expansion into other areas. I don't think Croda will be in a hurry; time is on their side. This view may change once we get a handle of the size of the royalties.

Indeed, Bazza, I was at the mercy seat praying for news for us. :)

Rebarm, I would expect any investor to be fully informed about all publicly available information regarding the companies they are invested in, particularly company presentations. It's also crucial to be aware of price-sensitive updates, such as Croda notifying SkinBioTherapeutics of their plan to begin forward selling the lysate starting in June, as explained by SA during the last IMC as mentioned by Toyin. This is highly significant and offers key milestone indicators that a prudent investor would factor into their investment decisions. That fact this appears to have passed you by is quite shocking.

I have to agree with you, Toyin. The convertible bond (CB) providers likely haven’t done thorough due diligence on SkinBioTherapeutics' future prospects, beyond ensuring the company can meet its debt payments. As a result, they don't really compare to more informed investors (BBMs), especially given that this is a pivotal moment in the company's relatively short history. Several "transformative" events are on the horizon, the first of which should confirm the imminent commercial launch. Sales of the lysate are already underway with Sederma’s global clients, which is crucial to keep in mind. We’re not likely to see a "soft launch" for this range of cosmetics. So, while the so-called smart money is focused on flipping their CB stock for quick profits, their priorities don't align with ours, which is shortsighted. This divergence has worked to my advantage, as I've doubled my original investment.

The frustrating aspect of selling is the drums of conspiracy beat, such as the seller must know something we do not, and the recent placing must have been a clue Croda is delaying yet again; all the while, ignoring this event would require an RNS because it is price-sensitive. Some people talk themselves out of a fabulous opportunity. It is just a timing issue, nothing more serious.

Yum! https://x.com/lemminginvestor/status/1831742670076612741?s=46

Bazza,

There are four significant events I discuss which should boost even the most pessimistic investor mood. Paris is just a big promotional opportunity for Croda, Sederma, and SkinBioTherapeutics.

Chin up, fella. The humble pie isn't for you. It's for Mr Angry.

Hi Dobbin,

When SOH was asked what each kilo is worth to OPTI, he explained that it is around £30 per/kg and would reduce to around £20 per/kg. By way of competitive comparison, Alex has since updated his article with some of the more popular alternatives to sugar because there is some concern that SweetBiotix will be cost-restrictive or too expensive.

Word for word by SOH yesterday. "SweetBiotix the company is clearly trying to manage the nosie as it is working with a major industry partner (DSM-Firmench) and a US company to manufacture. So any negotiations will be 3 way. If you worked in the US with corporates you would understand how much a focus they put on confidentiality - as any leaks can impact on marketing and launch plans. They will often litigate on the basis of leaks."

You need to be specific. Maybe... https://lemminginvestor.substack.com/p/optibiotix-health-plc-05c

Aquae,

We had an encouraging chat with SOH this afternoon. Alex has posted an update covering some concerns we put to SOH.

PG, it's disappointing to read what feels like a backhanded compliment followed by a complaint. Especially since, as a member, you have direct access to me. I always make a point to respond, as I have done with you before. I would have preferred not to address this in an open forum, but you've stirred things up and unnecessarily dragged Nick into it, which is all in the past- leave the guy alone. To clarify, I posed a few questions to SA upon his return, as I mentioned before. It wasn’t a formal Q&A, so the format differed. SA did address the concerns I raised on behalf of investors. I don't appreciate you calling SA a liar. I have every right to be frustrated, as I'm the one waiting for things to return to normal. You do not share that right.

David Campbell Brierwood is a prominent figure in the finance and investment sectors, with a notable history of executive roles and board memberships. Here's a detailed overview of his influence and business connections:

Professional Background

Morgan Stanley: David Brierwood served as the Chief Operating Officer (COO) for the Institutional & Retail Securities Groups at Morgan Stanley from 1982 to 2006.

MSCI, Inc.: He was the Chief Operating Officer at MSCI, Inc. from 2006 to 2014.

Greensill Capital (UK) Ltd.: Brierwood was a Non-Executive Director from 2014 to 2018.

Preqin Ltd. and Preqin Holding Ltd.: He held director positions at both companies, specialising in financial information and workflow tools for the alternative assets industry.

Rimes Technologies Corp.: He served as a director, contributing to the company's provision of financial data services.

Current and Past Directorships

The Peasmarsh Chamber Music Festival Trust: Active director since March 2023.

Acamar Films Limited: Active director since November 2022.

Investment Property Databank Limited: Previously held a role as a director.

Monteverdi Choir and Orchestras Limited and Monteverdi Tours & Concerts Limited: Held director roles until 2019.

Turquoise Trading Limited and Morgan Stanley Bank International Limited: Former director roles David Campbell Brierwood is a prominent figure in the finance and investment sectors, with a notable history of executive roles and board memberships. Here's a detailed overview of his influence and business connections:

Professional Background:

Morgan Stanley: David Brierwood served as the Chief Operating Officer (COO) for the Institutional & Retail Securities Groups at Morgan Stanley from 1982 to 2006.

MSCI, Inc.: He was the Chief Operating Officer at MSCI, Inc. from 2006 to 2014.

Greensill Capital (UK) Ltd.: Brierwood was a Non-Executive Director from 2014 to 2018.

Preqin Ltd. and Preqin Holding Ltd.: He held director positions at both companies, specialising in financial information and workflow tools for the alternative assets industry.

Rimes Technologies Corp.: He served as a director, contributing to the company's provision of financial data services.

Current and Past Directorships:

The Peasmarsh Chamber Music Festival Trust: Active director since March 2023.

Acamar Films Limited: Active director since November 2022.

Investment Property Databank Limited: Previously held a role as a director.

Monteverdi Choir and Orchestras Limited and Monteverdi Tours & Concerts Limited: Held director roles until 2019.

Turquoise Trading Limited and Morgan Stanley Bank International Limited: Former director roles.

So, Mol, essentially, you are a socialist Labour; be kind but hate anyone trying to build a business. Is your food, rent, car, transport FOC? I don't ask or persuade anyone to pay for our service; some of it is FOC. Being of petty mind as you are is your right, as is my right to call you out on your foolish rantings. You come across as a delicious neighbour peering over the fence and a better garden every time I venture a comment on here. It's childish, and most people know this, apart from the lemmings who voted for your posts. Six brain cells, at least. I don't think they have a critical thought between them.

Excuse me, over-the-top comments...You once claimed not to read "the drivel," we wrote. Make your mind up. As for the rest of your wants about SBTX...I will spare you my thoughts on the history lesson and the future. You're far too intelligent for me, especially with deep thought at your disposal. I'll take a dignified exit and leave you to your bitter self.

Just remember, your lot is supposed to be kind!

Then take a bow, you old misery!

Open source: https://lemminginvestor.substack.com/p/optibiotix-health-plc-953

I suspect part of the answer why Croda allowed SBTX access maybe in part they underestimated the ambitions of the Company to grown and control its own destiny. Some people may not see or appreciate this at the moment, they will, in time.

I'll express it this way. I am trying to recall the last time I was as confident about a Company's future bashed as hard as SBTX as I am today. I'm in the same camp as you, Gary.

Hi Bazza, Thanks for the feedback, and you, Barry.

There will undoubtedly come a time when the broader market and even the more critical voices will recognise and appreciate the direction in which the CEO has skilfully navigated the company, whether by chance or design. Indeed, the purpose of today's article is to pose specific questions with the intention of sparking meaningful discussion in anticipation of the imminent "jam tomorrow" because that future is just around the corner. Furthermore, I am confident that SBTX will be in a prime position when the next phase of discussions begins.

The next few weeks are going to be exciting and therefore reward the patient, the loyal and the stubborn.

I know you have, Bazza. I am attempting to be the soothing voice in your head. lol

Melo crowd are supposed to be sophisticated. 11% avoid!

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https://smallcompanychampion.substack.com/