Member Info for elrico

Cheaper too. lol

I think I've discovered why earache is so bent out of shape...

https://twitter.com/AwardsDarwin_/status/1445796612832301059

Madaboutmedtech,

Retail investors are known for panic selling because they allow their emotions too much control over logic. I have added twice today in SIPP and ISA. I have used the institutional buy level as support, which is around current levels. It is easy for me to be dismissive of the retraced giving my average is near 9p before today.

I would ignore the trolls because they have been wrong all the way up from 6p to 80p. Why would you pay any attention to these clowns? SBTX has delivered on everything it has set out to do, not once has it failed.

SA "I am not in the habit of setting myself targets and failing." What do you imagine he means by this statement? Croda update is this month, assuming the day-long strategic review offers anything price sensitive. If they confirm the Sederma client update, then that truly price sensitive. I would not want to be sitting on the wrong side of the fence when this happens.

Accumulate from those happy with their profits. There's is nothing wrong with investors taking some profit off the table. It is better to take advantage when this happens, rather than regret it later.

My screen is red, just EME and WHR blue. https://smallcompanychampion3db.substack.com/p/macro-thoughts-and-stupid-politics

Deepjoy,

Most people and I suspect even Finncrap. You say ORPH is fairly valued. Based on what?

If you apply logic and use POLB as an example, non-core are in ORPH for free. POLB value today is £51m. DIM is arguably worth 1.5-2x this, (more I would wager) Which means ORPH is worth between 5-10p if we apply your logic, and ignoring the other non-core assets, which Finncrap argue 9p from memory. POLB suggest Finncrap have their logic skewed as well.

For the moment, retails investors are panic selling due to a variety of concerns, most are not company-related. Macro events are a big concern. IMHO ORPH will bounce back stronger. https://smallcompanychampion3db.substack.com/p/macro-thoughts-and-stupid-politics

You can more of my waffle https://smallcompanychampion3db.substack.com/

Psychology, vision and patience. Plus details of an investor meet with ORPH, POLB, OPTI and INSG
https://smallcompanychampion3db.substack.com/p/open-orphan-plc-826

beinthelead,

CEO's are constraint by regulatory burdens and sometimes overzealous NOMADs. Interviews with other sources, like Proactive and little old me, is a CEO's chance to add colour and context otherwise not allowed in an RNS. I managed to extract a lot of extra detail from Stuart. However, I concentrated on AxisBiotix and a nugget on Croda. I did not expand on other parts of the business because there would have been no point in people like Belgrano driving a 500-mile round trip. And I thought he was doing this to see me. I'm heartbroken, Belgrano. ??

Apologies if my earlier post came across as being abrupt. It was not intentional.

Jimmy,

It is easy to be the critique without seeking the facts to support your conspiracy. My interview with Stuart supplements the RNS without breaching regulatory rules on inside information. However, I asked a few questions proactive did not. Funnily enough, this happens a lot.

In this interview Stuart was clear, he is open to answering questions from investors, it is part of his role, one which he takes seriously. No doubt, if you could be bothered to approach Stuart with a query, he would be just as helpful to you, just as long as you are not foolish enough to ask for inside information.

beinthelead,
With respect. You don't get access to CEOs and chairmen and get to represent them at investor meetings without gaining some form of credibility. What constitutes credibility in your eyes? A filthy mouth blogger (sorry, journalist) calling ordinary retail investor morons if they do not agree with him?

Credibility should be about integrity, the ability to ask the right questions, and feed this back to investors and potential investors alike, as accurately as possible. I am not suggesting Mr Angry does not have these qualities, either.

Perhaps you mean a platform that has access to HNWI? Indeed, I do, and they are growing in number. Not because I am just another BBM.

A little more insight after a brief exchange with SB. Plus INSG commits to an in-person investor presentation, non of this virtual stuff.

https://twitter.com/LEMMINGINVESTOR/status/1445106267819757583

https://smallcompanychampiona88.substack.com/p/skinbiotherapeutics-plc-4d2?justPublished=true

Excitement is building. Croda next! Why would you sell? Utter madness!!

I haven't forgotten to update. I have a chat with Stuart scheduled after hours. 007 trumped me yesterday. ????

GB was not "dumbed down", as you describe. A foolish typo was corrected; that is all. My original point remains. GB is a great appointment.

Belgrano makes an essential point about Shampooheads, which needs clarity for clarity purposes. I hope I can answer this as early as Monday when I post an update that is in SA possession awaiting fact checks.

AquaeSulis01,

There is so much to discuss in your "brief response" I am afraid to engage in case I'm accused of something more sinister.

I'll leave you to your incorrect assumptions, twisted logic and misrepresentation of what I have said.

Good luck.

Geoff is known for hair care, not oral health. This is a clue.

Thank you, TT.

I guess it is worth quoting Stuart accurately. The royalty fees will be "premium double-digit for first-mover advantage." This is based on Sederma selecting or negotiating which of their most important clients (12) get to use the revolutionary lysate allowing for specific claims based on scientific evidence, which will be a world-first, as Stuart and I understand it.

To put the 12 into perspective. Many OPTI investors have been waiting for one household global to take up SweetBiotix, the holy grail of zero cal functional sugar. It would be a game-change for OPTI. SBTX has 12 SweetBiotix globals adopting its lysate into high volume antiageing cosmetics.

The lysate is a game-changer for antiaging cosmetics and marketing spin. Unfortunately, this is not fully understood by some peeps.

AquaeSulis01,

I published a very detailed update recently, which included the USA Psoriasis foundations advertorial promoting Axis, moreover, describing themselves are "partners." Mildly amusing because Stuart requested I not describe them as partners because it may imply something more significant. Well, guess what!!

It may be time to offer some more insight because I sense some peeps are just not understood key events. They may not be RNSed, but there are specific indicators that suggest there are imminent milestone events. I may need to spell them out. ??
https://smallcompanychampiona88.substack.com/p/skinbiotherapeutics-plc-d6c

AquaeSulis01,

Nobody is disputing the 25k subscription number. My concern is the target become a forecast without Stuart saying this is the case. The nearest he has come to confirm this to me is, "I am not in the habit of setting targets and missing them."

Are we not in danger of focusing on Axis and missing the opportunity with Croda/Sederma? We have touched on the logistics of supply and demand for Axis, and yet completely ignore the considerable opportunity for the production of the lysate for the cosmetics VIPs. Remember, Croda has invested c£5 million on a dedicated production line that will run exclusively to produce the lysate. This is very significant, especially when you consider the type of household global partners SBTX will be providing their IP for. They will be selling millions of units PA worth double-digit royalties and no cash outlay from SBTX. They sit back and count the cash.

Ref target subscriptions. This is just a target, not a prediction, without even a deadline. Any suggestion 20-30k will be the initial launch is based on investor guesswork and not based on fact. Let's not repeat the mistakes some OPTI investors have made by attempting to second guess value; history proves retail investors are usually proving themselves to be over optimistic.

I do not anticipate Axis will be delayed. SA usually delivers on his timelines. He has not missed one yet. I suspect the USA market will receive the first bulk shipment, then the UK.

CM's are not classed as material, therefore do not require an RNS. However, I think GB is a material appointment. My opinion does not matter to the regulators.

Chris11. Do you work for free? I thought not. Yet another silly dig by you. Mind you, it's been a while. You have a choice, you made yours. Live with it. Perhaps I'll think twice about the next SBTX freemans, and peeps will have you to thank.

Thanks for sharing, Minded.