Member Info for MrHumbles

I do not think i will ask questions here anymore. I notice that a simple question brings out some very dubious characters with ill intent.

It could just be anger with the state of their holdings maybe. But they need to try control it somewhat, and focus on the true blame for it all. SBTX and their own IQ

GLA

Wow. I ask a genuine question and some poor sod's name gets dragged through the mud. And this by peeps holding at 5p today. And their only way out is the hope that Ashman never misled market lol

'The ongoing investigation cannot explain this gap . They are expressing operational confidence while withholding guidance, which makes the two statements logically inconsistent and represents a massive red flag.'

But they should be in a position to quantify FY2026 given the RNS details. Why not?

FY25 has just been restated, with revenue reduced from £4.64 million to £3.87 million and adjusted EBITDA from (0.41) million to (1.17) million after the removal of £0.77 million accrued royalty income. The Board reports that Dermatonics and Bio-Tech Solutions are trading in line with the current Board’s expectations for FY26, contracts with key partners remain sound, and the Board Investigation is confident in the quality of the management team, the future potential of products, and the underlying businesses. Yet for FY26 they provide no revised guidance, only noting that results for the year ended 30 June 2026 will be significantly below current market expectations. If the Board reports that operations are trading in line with expectations and expresses confidence in its management team, products, and businesses, why not provide updated numbers for FY26? The ongoing investigation cannot explain this gap . They are expressing operational confidence while withholding guidance, which makes the two statements logically inconsistent and represents a massive red flag.

'Legal Cause'

By the time of print (last RNS), they would have to have been extremely sure, there was no way Ashman could present evidence that would show misunderstanding, or that he was misled. Goes without saying.

Imagine the defamation case Ashman could bring if they got it wrong? So for today, got to assume they 'know' it was full on intent

'Material Impact on market'

The RNS released was obviously going to have a big impact. If they could have in any way claimed a deferral, or even a smaller amount was the case - they would not have said? They were obligated to

The RNS was stright forward. Just shrouded with legal cover for obvious reasons

It did not exist

It does not exist

That money will never exist

Well, back to the topic of clowns again...

“significant doubt on the validity of the accrued royalty income”. That wording strongly suggests this is not just a timing shift into FY26.

Would they not have to say “recognition will be deferred" or “revenue will be recognised in FY26” or "Timing difference", if it existed in any manner at all? And wouldn't the first check in any investigation to see if any issue before suspending the CEO, have been with Croda itself?

Would it be misleading not to clarify future existence? Yes, if they knew it actually existed. Obviously confident it does not.

Is it not assumptions that landed you all here in the first instance?

I read back over some posts here of the past few days. I notice some of the positives you are all trying to grasp on to, actually originated from Ashamn himself.

I don't know if it's just me, but with SP at 5p plus the latest 2 RNS's, i find the topic of clowns all the more entertaining.

I better go. Plane to catch.

Remember what I said

'Blue Strike 7 - Incoming'

GLA

That's right Laura. Any here from the 17th and prior, best to ignore now imo

GoingGoingGone. I don't know. It may have been an expression inadvertently leaked from a foreign desk where none of us know the terminology. But i think it general it means 'I would not like to be holding strike 2'

I don't actually know what a 7 gate blues strike in an underlying market is. I just read it elsewhere. But it sounds serious

Just hit a 7 gate confirmed blue strike minutes ago. In simple terms, it means 1p is imminent, or suspension is imo And those in the know are on the run before either comes imminently ?

Great to see SP validating there are no clowns around here.

Wait - what? 5p?

Hello everybody. I have never been here before. Was tempted to get advice a few months ago and decided not to. Too many trolls around recommending buys these days. But i decided to take the leap of faith and ask, is 18p a buy now?