Member Info for mol42

That in my view is clearly a mistype

There is no auditor opinion

mol

Those accounts were not audited as noted on the balance sheet

mol

Recent short article here

https://www.ulprospector.com/knowledge/20288/pcc-neurocosmetics-the-new-frontier-for-skin-mind/

mol

London Stock Exchange has it at 17.20 as well

164,255 at 17.20 equals £28,251

mol

And not forgetting

https://gow.bbsrc.ukri.org/grants/AwardDetails.aspx?FundingReference=BB/V007734/1

Boots and Croda project partners

mol

Https://onlinelibrary.wiley.com/doi/10.1111/exd.70142

Recent review of current literature by Catherine, Andrew and S Mercer from no 7 beauty company

mol

3 hrs ago

Today we’re celebrating innovation and collaboration! 🎉

We’re proud to see our partners at Croda Beauty receive the Top 10 Global Choice Award from Covalo at in-cosmetics Asia 2025 for Zenakine™! 🏆

This recognition highlights the power of collaboration and how science-led innovation can drive meaningful impact in the beauty and skincare industry. We’re thrilled to see our IP helping to make skincare smarter, and we’re excited to see how Zenakine™ can be used to create even smarter, more effective skincare solutions.

Huge congratulations to Croda Beauty and the passionate teams behind Zenakine™, together, we’re shaping the future of skincare! ✨

mol

Https://www.croda.com/en-gb/investors/analyst-consensus

and this from alternative intelligence ( recent tv series noted this definition instead from memory - mind didn't like it then and don't like it now though artificial isn't much better)

Broker forecasts for Croda regarding Zenakine are generally optimistic about its potential to boost future sales and margins in the Consumer Care division, though specific financial projections directly attributable to Zenakine sales are limited in public reports.

Key points from analyst and market commentary:

Positive Impact on Growth: Zenakine is expected to help Croda return to growth in its core divisions in 2025, with one analysis suggesting it will boost sales and margins and is a key part of Croda's strategy to reach 25% group margins.

Market Potential: Zenakine is seen as having significant market potential, with an estimated total market size of around £800 million (including retinol replacement and sleep properties). The hope is that it will become a "gold standard" in the cosmetics industry, similar to how Matrixyl has been for years.

Sales Milestones: One private investor commentary mentioned that Croda itself needs Zenakine sales to hit £250 million by 2030 to achieve its margin goals.

In summary, brokers and analysts view Zenakine as a promising new product that is strategically important for Croda's future growth and margins, but precise, publicly available financial forecasts tied exclusively to Zenakine are largely speculative outside of overall company projections.

some way off from 25% margin in 2027 according to analyst consensus - albeit all we need is our cut now and forecast re 2026 never mind their margins

mol

Direct?? talks intervi??? With no spaces

mol

with no space

https://www.***************************/?s=croda

albeit not interviews but articles including analysts’ recommendations

mol

Also back to vasonex as found by DireCons

Kemin China Group Wins Food Innovator Award at the 5th Food Formulation Innovation SHOW

On May 29, 2025, VasoNex™ Lactobacillus plantarum LP LDL, an innovative ingredient from Kemin China Group's Human Nutrition and Health business segment, won the "Food Innovator Award" at the 5th Food Formulation Innovation SHOW (Panpan Food Cup). This award recognizes groundbreaking technological and market-application value in the functional food field. VasoNex™ LDL stood out for its scientifically proven cardiovascular health benefits and precise market positioning, becoming the focus of this year's selection. At the 7th Food Formulation Innovation Forum - Guangzhou, Mr. Peng Yonggao, Sales Director of Kemin China Group's Human Nutrition and Health business segment, accepted the award on behalf of Kemin China Group. With China's aging population, the demand for cardiovascular health continues to grow. The launch of VasoNex™ LP LDL not only fills the gap in the application of probiotics in the cardiovascular field, but also has broad applicability in categories such as yogurt, beverages, and dietary supplements, helping companies develop innovative products that align with the "healthy aging" trend. The judging panel pointed out that probiotics are currently a hot research area, and consumers have a certain understanding of their functionality. However, cholesterol is an area that has not been extensively studied in the past. This product represents the technological direction of probiotics—from strain functionalization to precise mechanism analysis. With the emergence of raw materials like VasoNex™ LP LDL, functional foods are moving from "concept claims" to "evidence-driven" development, marking a new stage.

mol

Just doodling this evening

and

https://www.kemin.cn/index/search.html?keyword=lpldlSearch: lpldl 1 result found

translates as follows

Kemming China Group Wins Innovative Health Technology Product Award for Human Nutrition and Health

Category: Homepage / News Center / Company News

Kemming China Group, a leading global supplier of raw materials for human nutrition and health solutions, shone brightly at the FHE2025 Boao Food Science Conference and Expo. Its newly launched cardiovascular health probiotic product—Weixinkang Lactobacillus plantarum LP LDL—won the "Innovative Product Award" at the conference, becoming the focus of attention for its outstanding innovation and significant health benefits.

think this expo was back in march this year

anyway just a bit of info

mol

Still shows Simon as a Director even though termination filed at Co House 14th Oct (rns noted he will be stepping away whereas should have said he had resigned as at 14th - though I suppose you could argue that as rns was at 7 o'clock will be stepping.... was right)

We have a certified and a chartered accountant as part of the team (with Emily acting as co secretary as well) and still website not updated

I also don't think two qualified accountants needed as presumably we have a bookkeeper actually recording the transactions - probably two one at Dermatonics and one at BTS and for all I know we had one at SkinBioTherapeutics before acquisitions

Let's say 3 then

over the top

Our Chairman still hasn't updated his corporate governance statement - now over 2 years

mol

Que?

She is Niels Bak’s replacement

mol

Https://www.linkedin.com/posts/probiotix-health_cphifrankfurt-probiotixhealth-sciencedriven-activity-7389308771459588096-djDb

putting a name to the face here

mol

Https://www.linkedin.com/posts/probiotix-health_newteammember-sciencebackedsolutions-probiotics-activity-7386703566759182336-G6Xs

https://dk.linkedin.com/in/pernille-butho-tørnes-b3a72a4

mol

Just catching up on the board discussion this evening

Chapeau to you too toyin

mol

Https://axisbiotix.com/es-es

Just tick bottom at end for countries - at least one thing right - lol

mol

Now noted

https://axisbiotix.com/

And on other countries as well eg

mol

So for the three months to Sep 25

Turnover.... £626k

GP................£312k

GP %................50%

if held at 58%. .. on 9 months turnover stock write down c80k however if held at 56% as 6 months to Jun then c43k write down and presumably written down in 3 months to Sep 25 as 6 months report noted

The Group delivered a strong trading performance during the period, with revenue increasing by 33% to £1.34 million (2024: £1.006 million). Gross profit rose to £0.748 million (2024: £0.564 million), maintaining a robust gross margin of 55% (2024: 55%). These % are actually closer to 56%.

and then if 43k not written off gives a 3 months to Sep GP % of 56.7% - in line - so far so good

however since stock at June 2025 - according to released figures - was only 17k something doesn't add up

mol