Member Info for netcurtains

Two days gone. Three to go...

Having said that "End of January" sort of blends into "Start of Febuary" so perhaps we'll get an update next week...

But it would be great to get an update this week..... Its certainly plausable.

Thanks AS. Just to claarify "No change" does not actually mean "no change" as some of those stores might have had deliveries...

The only stock levels that might mean somthing are the ones that show stock going up or down, The unchanged ones might or might not have had deliveries..I think we can say we've had some sales but unclear how much - it could be anything from a lot to a little. We just have to wait.

DD: Just put in GUILDFORD and you get TWO stores with high levels.. And if you type GLASGOW you get three out of the five stores having low..

There definitely is a mixture of GREEN (good stock level), YELLOW (running low) and NONE (for none or just odd packet or two)...

Generally it appears more have none or YELLOW than GREEN as that might be a good sign that the next big post Christmas delivery is now due..... (possibly)

AS: Can you give me a couple of example stores where you think people have been buying and a couple where they might not have been buying so I can compare. Thanks

Thanks for the tip - I tried a few places to see how it works... It gave Croydon, Sutton, Whitechapel, Oxford St etc all low in stock... But Guildford (market town), OK stock..., So it seems urban areas are running low - less polluted areas (rural-ish) have stocks. Against that so does Margate have low stock... But both of Guildford stores have have stock levels.

Glasgow three low and two high. Edinburgh has no stock (but there are three stores there) - so some stores either run out or they did not stock in the first place. I think we can gleam from number of lows that sales are doing OK ....

Well said Myinvest.

Ox: I know I am right and you are wrong but alas I cannot prove it .Sorry

On reading the google note below, I would say, in summary, Google suggests that 2026 is the pivotal year. It will make or break RUA...

If they pull it off - breakout.

If they dont - splat!

RUA 2026 - you have to be in it to win it!

From google AI:

UK AIM company RUA has a market cap of

£8.69m as a value play and or growth play does this look like an investment that might soon pay off (one way or the other)?

As of January 23, 2026, RUA Life Sciences PLC (RUA) presents a complex investment profile. While its £8.69 million market capitalization places it in the high-risk "small-cap" category, recent financial milestones suggest it is transitioning from a speculative R&D phase toward commercial viability.

Investment Profile: Growth vs. Value

Growth Potential: RUA has demonstrated significant top-line expansion, reporting an 86% surge in revenue to £4.1 million for the fiscal year ending March 2025. Analysts from Simply Wall St project future annual revenue growth of approximately 15.4%, which is notably faster than the overall UK market's 4.3%.

Value Outlook: Some analysts consider the company undervalued. Equity Development recently set a valuation target of £120.3 million (542p per share), and the consensus analyst price target reported by Stockopedia is 50.00p—a potential upside of over 250% from current levels (~14p).

Key Performance Indicators (2025–2026)

The company's investment "payoff" depends heavily on its path to profitability.

Metric Latest Reported Data

Current Share Price 15.12p (as of Jan 23, 2026)

Market Cap £8.69m - £9.00m

Revenue (FY 2025) £4.1 million (86% year-on-year increase)

Profitability Achieved positive EBITDA in FY2025; predicted to reach full breakeven by 2026.

Financial Risk Low debt levels; debt currently makes up only 2.3% of equity.

Analysis: Will it pay off soon?

Whether this investment pays off "one way or the other" involves two distinct scenarios:

The Upside (Payoff): RUA appears to have reached a "commercial inflection point". Its strategy of using partnerships to fund product development (e.g., RUA Structural Heart) is intended to conserve cash and accelerate the path to its first annual profit in 2026.

The Risks: Despite the revenue growth, Simply Wall St warns that earnings are forecast to decline by 60.5% per annum over the next three years, citing a "weak" Return on Equity (ROE) compared to the industry average. The stock is currently classified by some as a "Momentum Trap", meaning its recent price gains may not yet be supported by long-term fundamental stability.

Verdict: RUA currently looks more like a speculative growth play than a traditional value play. The "payoff" likely hinges on the company meeting its 2026 profitability targets and securing further commercial partnerships.

Would you like to see a more detailed breakdown of RUA's individual business segments, such as their vascular or structural heart divisions, to better assess their long-term growth potential?

Clearly for companies that rely on a royalty stream that will decrease over time they have to diversify via acquisitions. Like all investments some will work immediately and some will be duds or take a longer time. Whatever, the growth via acquisitions must contine as the royalities will peak after about 3 or 4 years and might suddenly stop over night.

Https://www.cosmeticsandtoiletries.com/regulations/safety/news/22958610/beauty-under-fire-why-2026-will-be-a-pivotal-year-for-consumer-safety-and-environmental-accountability

L'Oreal wants 99% of all of its ingredients to be environmentallly friendly by 2030 (4 years)..... ZENAKINE fits the bill 100%

https://inside-our-products.loreal.com/our-approach/our-commitments-environment

Its share price is on the rise today..... I guess heading towards its results..

https://www.google.com/finance/quote/CRDA:LON?sa=X

Zillions of hits in just the last 24 hours..... Its on trend BIG BIG BIG

https://www.instagram.com/p/DTx1Xq8j2HQ/

Google AI suggests that L'Oreal is croda's biggest cosmetic customer (but it was guessing)....

Thus these products are most likely to be the first major brands to use Zenakine....

Top Selling L'Oréal Night Creams:

Age Perfect Cell Renewal Midnight Cream (50ml): Frequently highlighted as a top-selling, luxurious, yet affordable, anti-aging cream that repairs the skin barrier 1.5x faster.

Revitalift Anti-Wrinkle + Firming Night Cream (50ml): A classic, high-volume seller featuring Pro-Retinol A, designed to stimulate skin regeneration, reduce wrinkles, and firm skin for users aged 40-55.

Revitalift Laser Renew Anti-Ageing Night Cream (50ml): A highly popular "triple action" cream containing Pro-Xylane and Hyaluronic Acid to reduce wrinkles, firm, and refine skin texture.

Age Perfect Manuka Honey Night Cream (50ml): A popular choice for mature and very dry skin, focusing on intense nutrition, reparation, and restoring skin density.

Revitalift Filler Replumping Anti-Ageing Night Cream (50ml): A top-rated option focused on deep hydration and plumping the skin with hyaluronic acid.

Key Features of Top Sellers:

Active Ingredients: Retinol, Hyaluronic Acid, and Antioxidant Recovery Complexes are central to their top-selling products.

Targeted Aging: The products generally focus on reducing wrinkles, increasing firmness, and repairing the skin barrier overnight.

Price Point: Most of these top sellers are positioned as affordable, "drugstore" alternatives to luxury skincare.

Https://www.instagram.com/p/DTxHN-iCCmN/

AquaeSulis01, you moved the goal posts by bringing ox into it but anywat its a silly discussion. My point is its POSSIBLE - I dont know if its probable. But assuming SBTX did win a DIOR sized contract (and clearly looking at Dior, the large companies are interested in that sort of tech) then Croda and SBTX are well down a road leading to a quite successful product

My gut feeling is investors might rue the day if they dont have a few of these tucked away.

The potential is large... I mean ten bagger large.

AS: That is a strawman argument. At no point did I say Dior had zenakine. I implied that Dior POSSIBLY had Zenakine because not only did it use Lactobacillus Ferment Lysate but it also used all the minor other ingredients that went to make up Zenakine and their latest advertising incorporated the ideas of sleep. At no point did I say it did have Zenakine and at no point did I suggest that the Lysate was the only reason...

I would think, generally cosmetic companies would mention Zenakine because they would want to mention Croda's clinical trials. I doubt they can mention the trials without mentioning the word Zenakine...

Anyway the bottom line is, if SBTX can make £3M to £13M a year simply by royalty the share price will rise to about £1 on the first results that have that money in the profit column..... Possibly a lot more.

Dior skincare products have sales of between £1B and £2B per year....

Anyway, extrapolating from that to the global market then zooming into zenakine......

The global market is about $120B.... of which (I'm guessing) night cream is about $12B....

of which croda get about 10-15% - which is about $1.2B..... So I'm thinking Croda might sell about

$100M of zenakine (about 10% of their skin ingredients) and thus SBTX - eventually might get $5M per anum...

(lower estimte) or $10M per anum top...

Timeframe?

I dont know.