Member Info for elrico

Thanks Bazzoa.

TBH, it felt strange and a little uncomfortable given the history. I think it was an unusual feeling. I don't think either SA or I felt our usual relaxed selves. However, I am more relaxed given our positive feedback, usual suspect aside.

Thanks, Pompey.

Indeed, the frustration is the bizarre share price. I discuss this in a separate podcast on Substack.

Yes. Post them on Substack, Ta

https://lemminginvestor.substack.com/p/skinbiotherapeutics-plc-f49/comments

So, no dividend for a few years. Off for a good sulk.

Thanks Mol. :)

Various data reports provide figures ranging from $100m to $147m for Matrixyl 3000. There are two issues here. Croda does not provide any figures in the financial reports; if they do, I have missed them. Second, this demonstrates:

https://www.verifiedmarketresearch.com/product/matrixyl-market/?utm_source=chatgpt.com

https://www.globalinforesearch.com/reports/1578980/matrixyl?utm_source=chatgpt.com

https://www.themarketintelligence.com/market-reports/matrixyl-market-2141

Have not been successful in obtaining a figure from Croda or Sederma. This suggests they have all put a finger in the air. All I know is we have informed Matrixl that global sales as of 2019 were around £250m, HENCE why the £25m royalty figure in future potential is quoted by TW so often.

Just for giggles, it's worth noting that while the royalty stream has a 100% margin, overall business risk and market conditions still influence the valuation. The 12% discount rate helps to provide a more conservative and realistic present value of the future royalty stream (as far as Cavendish's model suggests), accounting for various risks and uncertainties inherent in long-term projections. In short, Cavendish views the risk of a flop as very low compared to similar markets. Many of us (me included) view the 12% discount (insurance policy) to be almost laughable given the status of Sederma's client base and, of course, Croda's wealth and historical success at launching new ingredients for skin care products.

The company's priority has been buy-and-build. There will come a time when SBTX has the money to spend on advertisements. There is still an opportunity for B2B and B2c; acquiring BTS and its capsule technology may speed this process up. I am thinking of UMG, NPF or national pharmacy chains. SBTX could be a monster group. Hows that for ramptastic. :)

Nick,

You admitted to emailing the NOMAD on this forum. I did not make it up. You claimed Ashman must have provided "juice" that should have been RNSed without even knowing the details of the podcast. You eventually realised after the fact it was open source.

My gripe this evening has nothing to do with whatever you say about me, I just don't care about your opinion of me, just as you have often stated you do not value mine. You have even stated I cannot have much influence because you doubted I have enough subscribers. Substack makes the subscriber data public so that you know it's over 1600, some of which I know could buy SBTX outright, so, yes, high net worth investors. I guess I am good at fooling them, so I am gutted I can't influence you. I can count four NOMADs (probably spying rather than loving my opinions) that also subscribe. Anyway, my gripe is you are essentially accusing a CEO of providing price-sensitive info behind a paywall when this is simply a lie.

You said; "SA just had to not say anything he shouldn't, which I assume was the problem last time."

It's a cute way of suggesting he gave away price-sensitive info, which is why you admitted to emailing the NOMAD, which created a firestorm with TW. Both the NOMAD and Ashman have endured months of abuse because TW took being blackballed very badly. Your selfish actions created a lot of angst, frustration, and probably financial pain, and you have the brass neck whining when you're called out.

I reserve the right to defend Ashman because he cannot defend himself on these boards, so he is at a disadvantage. Moreover, I actually like the guy. He did not deserve the horrible attacks that came his way because of you.

And yes, I agree. Three years is far too long to hold a grudge, but you have, and these pages prove this. Your history demonstrates a prolonged period when you could hardly post without mentioning me in some derogatory manner in what I presume to be an effort to dissuade investors from investigating how cr@p I am. I don't know what PJ has to do with the price of fish.

Nick, stop with lies and misinformation.

Ashman has NEVER disclosed anything that has not been in the public domain during our podcasts. You realise this an offence to do so.

The "last time." The classic tale of you throwing a tantrum because, shock horror. The podcast managed to slap a measly 30% on the share price. Could’ve been more, of course, if OPTI hadn’t decided to sell us out. Naturally, you couldn’t let that slide, so off you went crying to the NOMAD, convinced you’d missed out on some insider scoop.

Here’s the kicker though—if you’d done a bit of homework, you’d have realised the podcast in question wasn’t even behind a paywall. Ashman actually cares enough about all investors he insisted it is open-source but you didn't credit him for this; you just had to have your tantrum and fame at whatever cost.

You admitted as much after the fact, probably thinking it made you look clever. Spoiler alert: it didn’t; most people were angry because the fallout lasted most of the year at the most critical period when certain issues could have been clarified promptly. So well done for spoiling 2024 just for your ego and £35 you didn't even need, you property baron!

Of course, this is only part of the truth; the whole truth is I expelled you from the guild for lying, but I warned you before doing so, but you would insist on carrying on. So, your payback was to go crying to the NOMAD, who was useful to your vengeance.

And you claim to be a decent bloke. Yeah right. You're a bitter, lying troll. I am not allowing you to accuse Ashman of a crime, as that is what you have done.

Bazza, sometimes I need a good whinge to clear my head and resolve my frustration before focusing on the future, which I view as extremely positive.

I have suggested a trademark, "Elviro" " suggesting premium and masculine appeal. I'll leave you to guess the target audience. :)

Croda will likely leverage its expertise and market presence from Matrixyl to promote the new SkinBiotix lysate; it's more probable it will maintain separate brand identities, allow for targeted marketing, preserve the strength of the Matrixyl brand, and provide flexibility for future business decisions.

The launch of the SkinBiotix lysate will likely be accompanied by significant marketing efforts highlighting its unique microbiome-based technology and specific anti-ageing claims. If I were on the exec team, I would fight to keep them separate. Croda may also wish to if they are thinking about a Matrixl trade sale in later years. Pure guesswork at this stage.

Question: How can VIP partners of Sederma’s cosmetic clients maximise the global exposure of these groundbreaking, science-backed anti-ageing products—products uniquely positioned to make unprecedented specific claims—while navigating jurisdictional regulations and staying ahead of inevitable competitive pressures?

The answer isn't to do this quietly with a soft launch. Every VIP will be looking ahead of the market competitors behind them. The first step, IMHO, is to Create a Strategic Pre-Launch Buzz before the official product launch and create exclusivity and anticipation by providing sneak peeks and product trials for beauty influencers, dermatologists, and industry insiders.

There are a couple of articles you may find interesting.

The Wait is Almost Over: A Natural Pioneer in the Shifting World of Skincare

To Trade or Invest

https://lemminginvestor.substack.com

Farris, Nope. According to Sederma, this was always a SEVEN-YEAR project. Cécile Jonchier seemed proud that they had completed their project in FIVE YEARS, meaning they had deceived SBTX. IMHO, this statement may have caused some angst and mistrust, but Croda would not kick the can further. We now know this is not possible without reputational damage to Croda. They will be at full throttle with marketing claims AHEAD of the official GLOBAL launch in April.

Also, there is a cliff-edge looming regarding certain ingredients being banned or restricted that has not been explored as much as it should have. Guess what I am working on. lol

https://youtu.be/Kjc3Hbuomts?si=ovYvq-ija3prm1XF&t=729

Oleric would probably vote for Kamala.

Best ignored, but thanks for the hero status. We shorties need all the elevation we can get.

Misuse of "binary."

Thoughts on the broker note.

https://lemminginvestor.substack.com/p/skinbiotherapeutics-plc-37b

Martin, I cannot go into details. PA were NOT to blame. They walked away after the territories had expanded due to the PA connections, NOT OPTI. If I explained the reason, you would not believe me. It was utter madness. One day, perhaps. I'd need permission.

Mike's SP predictions should be treated with the same caution as CEOs' for a company valuation unless they're quoting a broker. His lower figure is definitely achievable. The higher—well, let's say that's simply Royal Marines' dubious humour. However, he is a man who has built and sold Companies, thus far more qualified than any of us who have not.

Martin, You mean the Pierce Group, not Mike specifically. The group's executives included David Cronin, David Batison, and Mike. I suggest you look them all up. All are exceptionally successful businessmen; all have built much larger Companies than SOH.

I know for a fact that PA had agreements spanning multiple territories, even beyond the original scope. It wasn’t PA's fault that the decision was made to walk away. I can’t share more details, though I'd like to, especially considering it cost me around *£400k over the agreement term. If that’s the potential impact on a 1% holder like me, imagine the value of OPTI. Blaming one person without all the facts simply isn’t fair.

*PJ witnessed this figure and explained it during a visit to Gosport.

It is a fact the market looks ahead.

Cavendish finally catches up, well, sort of. Alex is quite the diplomat. An overview of today's upgrade can be located in the comments section. Note the date of his hit piece.

https://lemminginvestor.substack.com/p/skinbiotherapeutics-plc-fb2