Member Info for Leapfroggy

Apologies, of course!

SOH confirms that he is confident in reaching the £5.3m target after a very good start to the year (as some customers held back orders following the takeovers). He expects to realise savings of £600k of costs having completed the integration of BTS and Dermatonics. I’m very happy with my substantial investment.

Initial reaction was overdone. I tried a cheeky buy of 25,000 at 21 but didn’t get a bite!

Axisbiotix sales are also weighted towards the Summer months. BTS should be producing much of the Dermatonics packaging once the current producers contracts lapse. I would hope that income is pencilled in for our own brand cosmetic products to be produced by BTS and sold online and through Umesh and if we are lucky retailers like Superdrug.

How is it £1m light?

Alex has concisely set out the propostions and case for the company much better than the company ever has. As he says, we are not dealing with another product that provides benefits that rely on live cultures. We are dealing with a new and proven patented science that delivers biochemical signals that change the skin and enhance the skin barrier, hydration, function and resilience.

To be honest SOH has said that he is a seller but would support the price. This he is doing but it keeps on pulling back any SP increase. He also said that he believes a fair price is 50p.

Let’s hope it’s not another awful ‘soft. ( ie misearable) launch’.

Difficult to understand why there hasn’t been any publicity ahead of the launch to drive customers to Croda’s stand. The first step in marketing is to create awareness of the product, second is to sell the benefits. Not looking good for sales.

I have also sold. I cannot see the advantage of paying people to see simply stick around without even increasing the SP.

It will dramatically improve margins as we can sell our own products on line and to retailers. We have state of the art and quality assured production. Retailers can contract with us knowing that we can very quickly respond to increased demand.

Share options to CEO was a massive red flag. He is basically collecting a massive bonus in return for adding nil value to the share price.

Total retail sales of products with Matrixyl are over $4b p.a. With a 17% annual growth rate., this is expected. to exceed $10b by 2031 -. This of course does not take account of a disrupture product!

I agree but think 20p is a while off with the SP drifting awaiting Croda sales figures. I like the RNS as it showed a company with a detailed knowledge of its financial position and how it will achieve substantial growth in the future. Sold £20k worth to take some profit and rebalance my portfolio.

The greatest chance of marketing success with lower costs is marketing a similar product which is better to your existing customers. All companies need new products as otherwise a proportion of their customers move to competitors even if there is a higher price point. There is a high chance that companies cannot afford not to launch a new product to their customers. The danger is that their customers become ‘lapsed’ and then lost to competitors. Winning new customers will be much more expensive than retaining customers which is why there are often special offers at the outset to existing customers. When Boots launched a new serum(backed by science) there was a 50,000 waiting list. From a marketing perspective the lysate is much more likely to be successful than unsuccessful.

Agreed. Apparently no impact on the financial situation including no intention to pay back the loan taken out - beggars belief!

Note that Croda refer to the ‘ingredient’ not a specific application. They will have exhaustively investigated other benefits from the ingredient and other applications. I believe that the other applications is what is being kept ultra secret, after all the application of the lysate as a skin cream has been well known for a long time with forecasts due soon.

And if I am right, it may be the first time a family of ingredients can be used as a face cream and also orally

There are many Aim shares that have plummeted this year as the companies have failed to commercialise quickly enough and have been punished when they had to fundraise. Many investors will be sitting on losses and will only invest larger amounts when the Croda forecasts come through. I believe that with Das’s appointment the development of other products will be kept confidential until launch as intimated by SA in his presentation. I believe we will see Croda launching SBTX capsulated skin health and a new sun cream ingredient . These alone are transformational.

My rather hopeful reasoning is that the larger emeralds haven’t arrived (we know one is 50 carats) and it makes sense to wait as this will impact on finance terms and of course the SP. For me it was worth another another 100,000 punt this morning.