Member Info for elrico

https://twitter.com/LEMMINGINVESTOR/status/1468561059137134596

EQLS featured on Sharescope

Previously private for members. It is sometimes worth listening to the older podcast because they can demonstrate how the company has progressed and delivered with the benefit of hindsight, or not on what the company said it would. In SBTX's case, it has delivered on everything it set out to do, and each time, on time, if not ahead of schedule.

https://soundcloud.com/user-957798193-127487236/sets/skinbiotherapeutics-podcasts

Nick,

Most people that know me will know they only need to PM, and I will help in any way I can. Had you asked, I would have sent you a copy? I know what it is like to be concerned for my investment and scurrying around seeking information from good sources. I appreciate the dilemma. It is the double standards (a pet hate of mine) whereby I am attacked for daring to put my paid members before non-members, and all the while, nobody complains about TW's paywall.

TW has also conducted an interview(s); his interview(s) will remain behind the paywall. Not a single person has said a peep about TW. I know this strikes some people as odd, a double standard.

I think some people are overcomplicating the issue. The way I work is I garner as much information about my investment to protect it or sell. I learned a long time ago it is sometimes worth paying for a service even if I do not like a person very much. Investors need to weigh up if a service assists with crucial decision making and if the value of their investment is worth £35 for a year. There are a few investors that valued access and eased their concerns. What price for a night of easier sleep.

For sure, someone needs to pay for a service, or what is the point in its existence?

I will not comment on my model or methodology again, other than to say I cannot keep giving my hard work away FOC.

Door or dartboard?

My Motorhead T-Shirts have sleeves.

Dubliner,

I had far too many questions to filter in the time I had to prepare. Partly because I was not organised as reasonably as I should have been, nor did I expect to receive as many quality questions as I did. So I asked too late and did not expect the level of interest.

In my view, I am not likely to get too many chances to prep a Q&A. Therefore; I would like to at least attempt to ask some of the more essential questions. We are, after all, entering a critical period if you believe the doomsters.

Who knows, CF may bin me for having the brass neck to ask for a delay. Egg on face! :)

CholBiome is an outstanding cardiovascular product. I was prescribed statins, but refused them due to my concerns over side effects.

https://knowledge.sharescope.co.uk/2021/12/03/warehouse-reit-real-estate-on-the-rise/

Nick,

I reserve the right to defend myself from people like you that always seem very eager to have a swipe at me, and all because you do not appreciate my business model. It is an odd situation. You request a positive dialogue, code to share my work for free. Here's the irony...I have recently shared quite a lot of SBTX research for free.

I try not to get too involved with the forums because they can be time-consuming, and TBH, there are three pseudonyms on here always moaning about the paywall but seem OK with TW's paywall. I guess they subscribe to TW!

BTW, the last podcast with Stuart is available for free. Of course, not one of you will show your appreciation by sharing it on Twitter. It would be a friendly show of appreciation that costs nothing. It is all one-way. This observation will be read as a whing rather than an example of mutual cooperation.

Kindness should beget kindness; sadly, this is a rare event on these forums.

I hope you enjoy the podcast.

I was going to add...there has been an increase in emotional outbursts, much of it on here.

I have seen people complain about CF exuberance and even suggest he stop doing presentations. But, on the other hand, the same people have been saying CF needs to come out of hiding and tell us what is going on.

It's straightforward. The delayed government-sponsored study has caught out ORPH. CF and his team have been working dam hard chasing new contracts, which have in turn prevented them from cracking on with the spinouts. They do not have the workforce to keep pace.

If you have spare wonga, view the decline as an opportunity you may have missed on the way up.

Timber,

There is a lot of sense in the WB email. I have often commented there has been a lot of furlough investing, and opined it will be interesting to see how they behave when the market/macro's change for the worse. Most will never have experienced a declining in market sentiment, as many will have bought near the lows of the COVID decline.

Jimmy,

Your maths need some work fella.

Can you translate for me? Perhaps I should spell my point out to you.

Nobody should invest based on BB comments, particularly if you do not know the person or their history. Equally, nobody should investor based on what I say, or a tipster. Are you with me thus far? Cool...my point is, you should always do your own research if only to validate specific points made, which may be accurate, or worse. There is always an alternative POV, and it may not be correct.

If you do not understand this, then you're in trouble, but you have a company of eight, so you should be able to work it out between yourselves.

Has anyone complained it is behind a paywall, and conducted via a third party? :)

Oh, dear!

1. update on SkinBiotix - this has progressed enough for one to expect some forecast on revenue
Wow, it's been just four weeks since SBTX's first commercial probiotic from a standing start and Jimmy thinks the company has made enough progress to allow the company to make a revenue forecast!

What happens if not a single customer returns or they drop off after a couple of months of trialling AxisBiotix? Is this the way you expect a reputable PLC to conduct itself?

2. update on AxisBiotix-Ps - At the minimum, I would expect commentary on "clicks" to the adverts
Why, what data would this provide you? There is no guarantee any clicks will result in a subscription. I am sure they will, based on the percentage of clicks.

3. cash burn - I would expect some comment on any increase spend directed to their investigation on acne or other ailments. With £4.6m, and cash burn of approx £1.5m pa, that does not leave much time before another dilution event.

Based on the 2021 cash burn, the year they conducted the consumer study for AxisBiotix, I think you already have your answer.

Sorry, Jimmy. You are being wholly unrealistic, naive, perhaps. I am guessing you have not been investing long. That's fine, we have all been where you are. Asking what you think are reasonable questions, but commonsense should tell you they are not reasonable.

I could be wrong, but I think I have discovered who the unnamed UK corp is. Nice, but it has hit turbulent waters itself recently, with some naive talk from their CEO.

https://twitter.com/LEMMINGINVESTOR/status/1466119839416606721

Nick,

If you intend to take everything I say literally and expect me to explain myself, I'll be on minus £35 p/h.

By your admission, you have not listened to or read every interview I conducted with Stuart. If you think I am going to rummage through my archive to prove a point. No, thank you.

Most peeps will never pay for a service, period. Too many think these BBs are all the research they need. Oddly enough, they eventually learn it is not. It is a false economy.

In the meantime, I duck potshots.

rebarm,

I earn a living from it. Now, look up amateur.

Don't bemoan my work because you don't want to pay £35 for someone hard work. Do you work for free? I thought not! You are so shortsighted you do not understand by doing these interviews SA is communicating to a large group of HNWI. Moreover, Proactive will charge something like £12k pa and what do investors get? Softball interviews with hardly any time, most savvy investors don't even bother watching. SA had plenty to say and blew off a lot of steam he probably would not have done with Proactive.

No feedback from proactive, no proactive relationship whereby I communicate grievances, relay queries, and get answers. This save SA a lot of time and bother allowing him to do his job.

Ask yourself how much exposure you have, and ask yourself if the feedback from members would ease your obvious nervous disposition? I'm not asking a king ransom.

I bet if I was to calculate my hourly rate for each editorial it would something like 35p an hour. ;(

I usually provide it free after a short period, 48 hours. I don't think I will this time.

Anon,

What is your problem? I am not some BBM (oh ok! :)

What do you call Proactive, Investor Meet, *************? They are by definition 3rd party's. Why should I be different? I operate a young company through different means because it is cheaper for me to do so. We all have a different business model, and all offer support to companies through various means.

The recent fall is not company-related, it has been damaged by 3rd party activity; SP, SOH/OPTI, Retail panic, and some dodgy trading. SBTX is a brilliantly efficiently run company that give realistic timelines for key events, and to date, has not missed a beat. How many AIM companies can boast the same?

https://twitter.com/LEMMINGINVESTOR/status/1465723677576675334

It is pointless for those of you trying to track sales, though I accept it could be fun. https://us.axisbiotix.com/ is likely to have a different order sequence to those coming out of Holland if and when the subscriptions are shipped from a local hub and may still be split by jurisdictions.