Member Info for elrico

Bazza,

I'll get Christmas and NY out of the way. If there is no improvement I am willing to suffer a trip to London in protest; I won't be alone.

Bazza,

Well, let’s just say the numbers speak for themselves. On 22 October, the share price stood at 22.5p – the very day I released a podcast that helped it climb to 29.5p. But alas, that was the final episode, thanks to the BIG SULK, aka Nick1978, who couldn’t bear to wait 48 hours and went running to the NOMAD. And so, that chapter closes – the rest, as they say, is history!

https://lemminginvestor.substack.com/p/skinbiotherapeutics-plc-64d?r=kcv2o&utm_campaign=post&utm_medium=web&triedRedirect=true

SkinBioTherapeutics is gearing up for Round Two! With a handful of savvy acquisitions tucked under its lab coat and a growth strategy SBTX is set for another blockbuster run, as rare as a dead cert is, this is one we can bank on.

Wait, what am I rambling about? SBTX has already hit the 12x multi-bagger once and looks ready to repeat history. Bold prediction? You bet! It’s like expecting your favourite band to drop a second hit album—rare, but oh so sweet. Actually, most of my favourite rock bands have!

So, what’s the secret ingredient? Lemming Investor, that’s what! We’ve been the steady ship sailing through the “scamdemic” storms and those wild CB financing waves. By rallying investors to keep the faith and sprinkling in some colour and context, we’re making the trolls lose their marbles. 🚀😂

https://lemminginvestor.substack.com/p/skinbiotherapeutics-plc-2f3

https://lemminginvestor.substack.com

Fresnillo has delivered its third-quarter production results for 2024, and like the treasures it extracts from the earth, there are shining successes and a few tarnished spots. The precious metal miner has sustained its full-year guidance, reassuring investors of its strategic direction. Yet, as is often the case with mining, the story isn't all silver and Gold—there are wrinkles in the ore body.

After a long stretch of volatility, it’s a relief to see Fresnillo back above the 700p mark, a threshold that brings investors renewed optimism. This rise, while modest, feels particularly encouraging given that the company has spent much of its time hovering below this level. As one of the few companies featured in the Small Company Champion Substack lingering in negative territory, seeing this upward movement is undoubtedly a step in the right direction. Featured for a second time at 680p, Fresnillo has been fighting to regain its ground, and there are signs it may finally be breaking free of its rut. Cont: https://smallcompanychampion.substack.com/p/fresnillo-plc-1a2

The science and clinical studies provide a critical advantage for their collective marketing teams. Dr Damian Kelly, VP of Innovations & Technology Development at Croda.

“This [SkinBiotix™ programme] “continues to be a fascinating project that is heading towards commercialisation and WILL BREAK NEW GROUND in the use of lysated bacteria in the cosmetic industry as a skin care active ingredient.”

Dr Kelly added, “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 skincare cosmetic active. We are excited by the findings we have seen thus far and look forward to a long and prosperous relationship with SkinBioTherapeutics.”

Croda will now look at SUPPLEMENTARY APPLICATIONS and negotiate other areas outside "Cosmetics", thus additional revenue streams for SBTX.

Some investors sitting on the sidelines will not appreciate what this means for either the cosmetic market or SkinBioTherpeutics until they have left a few bags for those of us to pick up. Moreover, I know some people who will not invest or add to their position until the SP breaks out from its current downtrend, which it remains in technically. That's a lot of upsides to come for existing investors before new investors join in.

The Belgrano was converted into a submarine. 💥

Toyin,

It's worth repeating what I have previously said. SOH messaged me a few weeks ago; the last time, rumours of OPTI sales of SBTX circled the BBs and inboxes. He explained he is not selling any until he fully appraises Croda's commercial plans. If it is OPTI via Cenko, which is the first clue, it does put a dramatic spin on the situation. Would Davidson be so bold or stupid?

Belgrano,

Ref: "I don't know if you have ever completed the opposite and shared it with your subscribers, a blow-by-blow itemised report of how much per deal was actually generated and what went wrong."

Yes, the figures were 250k, 500k, and 1m plus, depending on the size of the partnership. As for what went wrong, I covered this when I declared that after five years, my patience had run out, not least because those figures were optimistic.

Experienced investors can share valuable insights with those just starting out. Mistakes are part of the journey, but they also lead to growth and learning. While books and research are helpful, the key to success lies in knowing yourself even better than the companies you invest in. It’s important to recognise whether you’re a trader or an investor—if you want to be both, it's wise to maintain separate accounts. One can be for short-term, reactive trades, while the other focuses on long-term wealth building, which requires tuning out market noise and distractions. Managing risk is essential, and remember, there’s no such thing as a guaranteed bet—so never overcommit on a "sure thing." I've seen so-called "uber-bulls" flip into "uber-bears" without warning, only to realise later that their lack of self-awareness (deceives them) led them to sell before the shift and then buy back at a higher price. I suppose you could call it a strategy of sorts—but may they burn in hell!

Recognising the Walter Mittys on the bulletin boards is essential—some can be pretty crafty and misleading. That's why I always strive to be as transparent as possible, even if it occasionally makes me a target. However, this approach has also led to some wonderful friendships, often with people with whom I once had the liveliest debates. That, in itself, is incredibly rewarding.

Sorry, hit submit by mistake.

I've noted your pops at me have increased in their frequency. If you have a problem with me, just pick up the phone and read me the riot act. I promise to listen.

Belgrano,

Let’s start with the first point: this was a podcast with four investors, not exactly a Nobel lecture series. The nuances you’re missing are because you’re reading secondhand commentary—always a great way to misunderstand everything. The podcasters like me, Toyin, PJ and McGeever. I get the audience will not be familiar with author’s price guesstimates humour (if you can call it that). But let’s give credit where it’s due. McGeever isn’t just some random person with a calculator; they’ve built a business from scratch, sold it, and walked away with over 50,000 employees on the payroll (not to mention a huge fat wedge). Not bad for a “guessing” kind of person, right?

Search Transgaurd Group 12 employees to over 50,000 in around 12 years.

https://transguardgroup.com

BTW, he's chaired a few companies and started another project that’s now absolutely flying—generating more revenue in three years than OPTI or SBTX could dream of combined at their current phase. I expect this is about to change in SBTX's case. So yes, the upper figure may sound completely bonkers today (I’ll admit that), but let's not act like the PLC world hasn’t seen crazier things. I mean, come on, we can all list a few billion-dollar businesses that started in someone’s garage, can’t we?

BTW, the lower figure is seriously achievable. I am not willing to say which Easter or Christmas if you excuse me.

As for SBTX, they’ve got big plans—some of which we, as investors, clearly haven’t wrapped our heads around yet. And as for that ever-recycled AxisBiotix comment... let’s skip that one because, honestly, we’ve been over it a thousand times. Yawn. Yes, I get it; some investors are still nursing deep emotional scars, and yes, trust takes time to rebuild.

I know investors are getting concerned about rumours OPTI has been dumping stock again. But let’s not throw today’s events at SBTX’s feet. They have zero control over what another PLC decides to do with their time and money, and frankly, they’ve got about as much power over another company’s board as I do over my neighbour’s terrible taste in garden gnomes.

I provided a list of commercial agreements by product, partner, region and estimated worth, with links to each. I even informed readers when a product webpage was no longer active (via the old blog). That took balls because I got mine kicked a few times. I guess you missed it.

I’ve got no clue where the £5m figure was pulled from, to be honest. We were given small, medium, and large estimates—that’s all. And unless I’m completely missing your point, that seems pretty fair. These numbers weren’t something I just dreamed up either; they were straight from SOH’s mouth. In fact, he even repeated them in a podcast, just to really hammer it home.

Show me your scar and I will show you mine. :)

Mad,

When podcasts were recorded on Friday, the release would be on Tuesday/Wednesday out of respect for members. Nobody ever complained because they recognised if the content was well-received, everyone benefitted. Some people don't appreciate Ashman's respect for "all investors," not just our members, and thus insist all content should be released. It was a compromise we were happy with.

Elonmusky,

They didn’t use to be, in my opinion. Back in the day, they were fine with the regular Q&A sessions I ran, and I’d share everything as open source 48 hours later. That was Ashman’s rule; even though everything was already public, he insisted on it. Investors still had questions that needed a bit more finesse, which is where Alex and I stepped in. We did a decent job, too. But, of course, there’s always one person who hates waiting the full 48 hours. He’s supposed to be a "decent guy," or so they say!

Bel,

Can you explain what you mean? "Previous audited finances didn't match what some are projecting for next year, by a long way."

Whether you believe the forecasts or not, it's your call. IMHO, the purchase of BTS changed everything. The options/synergies are outstanding. I have discussed these in great detail. I am sure I have also missed others.

OR Legal bills.

I just read today's update from our friend. Given where it is, I'm at a loss for words when comparing his "hold" view on SBTX. That's emotional discharge right there!!

Hi Bel,

I completely understand your perspective, and it’s clear that it’s becoming evident today, with some traders or investors opting to de-risk ahead of upcoming announcements. However, my view is that the bigger risk lies in potentially missing out on a likely upward surge, which could offer far greater returns compared to a minor percentage gain in the grand scheme of things. Some may recall I was sceptical of the predictions of a quick decline to 2p, despite certain negative opinions circulating (no offence intended, Mr Angy! 😊). At the time, I argued that the upside potential far outweighed the downside, especially when we were holding around 6p. I was confident then, and I’m confident now that I’ll be proven right again.

Of course, I respect that everyone has risk tolerance and price targets. I believe opportunities like this don’t come around often. Why settle for 10/20/30% when there’s much more potential on the horizon? For me, I’m not just aiming for 20p, 50p, or even £1.20. Given the company's size, the risk feels minimal, especially compared to similar cases. So, yes, I fully intend to seize this opportunity and be a greedy S O B!

This post did not age well at all.

nick1978

Posts: 198

Price: 10.75

RE: RE:SA2 Oct 2024 19:23

So the RNS issued by Sbtx last week was not excuberant enough. A podcast is issued to put this right? Am I correct?

I will use the RNS as my guide and not guesses based on stuff said outside of an RNS. Have not listened to podcast. It seems gone are the days these podcasts had an effect on the shareprice

end

I'll just part a link here for our collective amusement.

https://lemminginvestor.substack.com/p/investor-podcast-2

Answer

592 paid viewers in 24 hours. It took IMC 5 days for a smaller figure via their YouTube channel.

Bel, The August profit-taking, as opposed to now, presents an exciting new development. With the second acquisition completed, the big reveal is apparent for those attuned to strategic revenue growth—bringing SBTX closer to aligning with Croda's revenue guidance. Some traders may derisk by taking some profits off the table and hedging their bets.

Don't worry...I didn't expose myself. Neither did Toyin; He switched his camera off.

Brierwood doesn't strike me as a chap that needs £62k; pocket change for him, especially as he is obviously looking to the spike in the drama ahead as commercial reality kicks in.

This and other relevant discussions.

If you're interested hTTps://lemminginvestor.substack.com/p/skinbiotherapeutics-plc-095/comments

If I do say so myself, it's better that a potential 1600+ investors are able to read and contribute.

You don't need to be a paid member to read. However, you may need to register via Substack to access the discussions. All are welcome, even my troll friends.