Member Info for elrico

Not you Bazza, Bottmzup, he is talking twaddle.

Utter twaddle!

Leap, the current fair value based on a PE of 20 is approximately 17 to 18p on existing forecasts. Including £4 million of Croda royalties, this rises to approximately 45p>. Afterwards, the market begins to factor in 12 to 18 months ahead, which is what the market is currently failing to do due to the obvious uncertainty the NDA has created.

Unilever are a client of Croda.

SkinBioTherapeutics takes a bold step from science to shelf with its acquisition of Bio-Tech Solutions, gaining in-house manufacturing capabilities for its Zenakine-infused sprays, mists, and aromatherapy products. As the skin-brain axis trend gathers pace, this move could catapult the company from niche biotech to commercial trailblazer—controlling the entire value chain and opening the door to faster product launches, higher margins, and broader market influence. https://lemminginvestor.substack.com/

In a market captivated by buzzwords and rebrands, CapAI has become a case study in how not to pivot. From real estate to tech to AI—with side-steps that somehow missed both cannabis and crypto—the company has reinvented everything but itself. This satirical deep-dive explores the theatre of transformation, the faith-based investing that enables it, and the curious resilience of a board seemingly more focused on narrative than numbers.

https://lemminginvestor.substack.com/

Toyin,

Don't forget the confirmation of the term "forward sales" as this holds more significance than first glance. It also adds weight to CFP statement by June 2025.

Gardie,

Regarding institutional interest, this has been a recurring theme in my discussions with several investors. There seems to be a consensus that such interest is more likely to materialise if and when haplass Cavendish is replaced with a more proactive broker and NOMAD is in place, and the benefits from the Croda royalties and M&A synergies begin to show through. At that point, OPTI could well attract a strategic approach—assuming the price is right—particularly as funding is unlikely to pose a constraint.

The very fact that Cavendish shafted SBTX and us shareholders recently suggests something isn't quite right in the madhouse.

LOL. The same comment was made yesterday.

Alex and I have bent his ears on this front and explained the reputational damage it causes.

Hi Bazza,

I don't suppose you have read the comments? https://lemminginvestor.substack.com/p/optibiotix-health-plc-ee2/comments

Clio, I have shared our experience with Hollie at Axis, and Cath in the past. From memory, I think she suggested they would still insist on evidencing specific market alternatives. You're correct; the animal food industry is less of a hurdle.

I suspect it will be an area to expand into when the funds become available, because the animal kingdom market is potentially huge.

Toyin,

I still have the photo's you sent me of your pet. I remember it well, which prompted us to put Axis in our dog's warm milk. I explain the following to Hollie at Axis on 22 April.

My wife and our pet Heinze 57 dog (78) Duncan, use Axis, and neither has psoriasis. Both Viv and Duncan suffer from rheumatoid arthritis, with Viv affected in her fingers and Duncan in his hind legs. Since Duncan has been using Axis, he has been able to walk up the stairs unaided. Axis has taken 20 years off his legs, which is wonderful to witness. However, he is now able to jump on the bed, so I am looking at reducing his dose. :)

The Precocious Intern: AI’s Mischievous Foray into FTSE 350 Boardrooms

https://lemminginvestor.substack.com

This editorial examines the findings and implications of "Your Precocious Intern," a joint research report by Insig AI and Falcon Windsor exploring the growing use of generative AI in corporate reporting across the FTSE 350. The report warns that while adoption is accelerating, oversight is dangerously lacking. It compares AI to a bright but inexperienced intern—capable of impressive work, but prone to error and overconfidence without supervision.

WIILG, we have a fundamental difference of opinion.

While retinol, bakuchiol, peptides, niacinamide, glutathione, and AHAS each have their place in skincare, Zenakine stands apart by targeting the skin-brain axis, offering benefits for emotional balance, sleep quality, and stress resilience, claims not substantiated by other actives on the market. The claim of "no alternative" (the premise of your original post - now you love the goalposts). So, returning to the original premise proposed by both Croda and investor analysts, which is rooted in the unique, clinically demonstrated neurocosmetic effects of Zenakine.

I have tried to assist you. It’s up to you to continue with your research; Aquae suggests on another topic that you do not understand.

WIILG,

Allow me to explain.

Retinol: Accelerates cellular turnover, boosts collagen, Irritation, barrier degradation.

Zenakine: No irritation; modulates skin-brain messengers

Peptides: Signal molecules for collagen/elastin synthesis, Limited to structural skin benefits.

Zenakine: mpacts mood, stress, and circadian rhythm

Bakuchiol: Plant-based retinol alternative, anti-ageing, Gentler, but similar to retinol.

Zenakine: targets emotional stress & sleep, not just skin.

Retinol and niacinamide both promote the formation of new skin cells, but retinol can degrade the skin barrier and cause irritation, whereas niacinamide helps strengthen the barrier.

Peptides and bakuchiol focus on anti-ageing and skin structure, but do not address psychological or neurobiological aspects of skin health.

Zenakine is the first cosmetic active proven to enhance overall well-being, improving sleep quality, reducing emotional stress, and boosting mood by stimulating "feel-good" messengers in the skin and modulating circadian genes.

Unlike traditional actives, Zenakine claims benefits such as improved sleep quality (+11.3% in 2 weeks), a more rested appearance, and increased happiness (+13.5% in 1 month), with 100% natural-origin content and full biodegradability.

The claims are unique effects that come from both Croda Beauty Actives and clinical data.

Shychat,

If you’re so easily offended, feel free to filter me, just as I’m about to do with you. I’ve no time for petty rants like yours. It’s people like you — the self-appointed thought police (no doubt part of the Labour Stasi), who make posting here more trouble than it’s worth. No wonder there’s so much drama whenever I bother. I'm blessed not to have you as a neighbour.

Apologies, Shychap. I didn't mean to park on your driveway.

Can I ask why it irks you so much?

The Daily Mail's Midas Pulls Off an Unprecedented Hat-Trick of Lemming Investor Featured Companies as Tips!

https://lemminginvestor.substack.com/p/midas-pulls-off-an-unprecedented

Https://lemminginvestor.substack.com/p/midas-pulls-off-an-unprecedented

Https://lemminginvestor.substack.com/p/midas-pulls-off-an-unprecedented

Https://lemminginvestor.substack.com/p/midas-pulls-off-an-unprecedented