The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Well said Aquae, I've just had a look at the website you attached and given that they deal with Vaseline, Compeed and Dove I think we are in good hands. They only focus on healthcare brands too.
Can’t ask for much better than that. Croda news is excellent, Acne, Dermatonics and a pay cut that is backdated. Maybe now the witch-hunt will cease.
There’s a spark to every fire and Nick1978 definitely started this one. Unfortunately it has turned into an inferno, but it all started with you. I don’t know how you have the audacity to still be posting on this forum. Let’s see what happens when the truth comes out. IMHO, DYOR
Oh how very well said PGlancy. You echo my thoughts precisely. This all began with Nick78 being a total snowflake. There is a massive conspiracy going on here and I for one will be asking the FCA to urgently look into the Winnifrith / Riverfort relationship. (Google that one Nick78) and if you can’t see that OPTI (oh those of little revenue after a decade) are paying the so called Sheriff of AIM then you are blind. The truth will out. Please do some research on this. IMHO, GLA
But you won’t admit that you’re wrong if they deliver the goods. I must say that I think they are victims of a massive conspiracy by Winnifrith and others. Time will tell. I could be wrong but I’m smelling a rat and it isn’t in this management team. Let’s see what Friday brings. If they deliver the goods then this share price is the bargain of the century. Follow Warren Buffet rules……… IMHO
IMHO SA and MR need to tick a number of boxes on Friday. 1) Croda is very much alive and is nearly ready to launch post clinical trials. 2) Acne results are coming soon and will launch this year. 3) They have sufficient cash to run through this year and into next. 4) Axisbiotix PS is growing. 5) No more CLN to be used. 6) Another accretive acquisition imminent using debt alone. 7) Reduction in Executive remuneration. 8) Modi agreement is live and we will see a forecast at some stage soon. OF they deliver all of this then the witch-hunt needs to cease ASAP.
Let’s face it, there have been more than the fair share of saboteurs attacking this share. Winnifrith has attacked SA and MR relentlessly. Many trolls have jumped all over his vitriolic rants and made them worse. The CLN wasn’t the best news at all, there’s no hiding from that. However, they are adding revenue generating companies to the portfolio and pushing out products cautiously. To speculate that Croda might not happen is downright stupid. SA would have to immediately make an announcement if that was the case. No such announcement has been made. WHEN Croda comes through this stock will soar and it will be difficult to get hands on shares. In the meantime we will have multiple other revenue platforms. Stop spreading malicious, destructive drivel and focus on facts please.
Oleric, you really are quite the troll aren’t you! She is a full time academic that is doing her job at the university, she’s still staying with the company but stepping back from the CSO role. I’d imagine anything less than 50% of her time would mean she can’t still be the CSO. She is still running SBTX projects at the university and is being retained as Scientific Advisor. She also owns a chunk of shares. As usual you are trying to stir the pot when you’ve already sold your shares.
Well said Nick1978. Very much a misunderstanding by Elonmusky9. The 2 directors sold into their ISA's which is a smart move. This happens in every company.
He’s an absolute joke of a journalist. “I hold stock in the company”. No you don’t…….. what a clown.
At the end of 2023 when SA made that statement we were looking at about £300k of revenues from AxisBiotix ps products and forthcoming news from Croda. We now have £2mill of Dermatonics revenues plus the AxisBiotix revenues which would make us a £2.3mill turnover business. Nearly 10 times the revenue we were looking at last year. If they pull off another deal in the coming months that number will go up, maybe even double? In my books, in 3 months that's pretty transformational. Certainly when you compare it to what other companies have achieved, if you know what I mean!
Oelric, Didn't you sell all of your shares? You certainly announced that you had. Why then do you continue to troll? This share hit 5p and bounced back to the 80's. Do you honestly think that another positive acquisition and the Croda project delivering revenues this year won't lift this share price? Really?
I think the recent whispers about Croda being "hoped for" is utter nonsense. We have seen a number of quotes direct from their head of R&D and have received updates whenever the company has had them to release. The company would have no choice but to release an RNS were there to be any news at all, be that good or bad. If it is material or price sensitive it has to be released without delay. Let's stop listening to whispers from barrack room lawyers where the content is wholly unfounded. I was of mixed opinion when SA was advised / instructed not to do interviews behind pay walls, as I subscribed to a number of them, but must say that I now think this may well be common sense on the Nomads part. Poisoned sentiment may well be the downfall of many of these journalists.
Nick1978 we all know you don't subscribe to either channel as it was you who fired the first shot in this current battle. You complained in writing to Cavendish and the City and that resulted in TW's fury at SA being stopped from speaking to either channel. You are the root cause of the whole firefight.
Well I’m topping up at these levels. SA knows he has to deliver on everything he’s promised or else. This mess has been caused by the CLN and they’ve indicated they aren’t using it any further and talking to the back about conversion rates etc. But the real stink has been made by Tom Winnifrith viciously attacking and telling all to sell whilst he holds his own stock and pushes for a “multi-bagger” if that’s not duel standards then what is? All because SA was stopped from doing interviews based on a complaint. Fill your boots at this price. GLA
Phatstyle with no stock at all throwing rocks.in bed with Tom Winnifrith. What’s wrong with your head you little man? You ramped us all up and then exited. Go and troll somewhere else
The nonsense spouted on these boards is making it more like ADVFN than ever before. Phatstyle has no shares as he massively ramped and sold by his own admission. Eshaitan has done likewise but they continue to post utter drivel about this stock. Bazzaman is borderline insane and none of the them seem to understand the science or the strategy. So my point is, if you've sold up and are out of this why would you waste your time trolling these boards? You certainly won't be seen when Dermatonics delivers Modo sales and SA delivers Croda and Axisbiotix. Let the serious investors talk and crawl back under your rocks.
Bazzaman, do you honestly think that SA would want that in an RNS? That’s clearly a qualification added for legal reasons. It’s excellent news but needs a qualification and that’s all it is.
Great results! Let’s hope they get better again by the end of the study. The market for acne is way bigger than the psoriasis market too. Showing this company has a lot more going on than just one project. The best is yet to come on this one.
I couldn't agree more Dearmal. This stock is crazy cheap at this price, all of the reasons that I first invested in are still live and now we have a company that's generating more than £2mill in sales. I will continue to top up as my funds allow to bring my average down. GLA