Member Info for netcurtains

Raytheg: "To believe that Croda customers will adopt Z overnight are fantasizing."

Big flaw in this sentence is the word "overnight" - you clearly dont mean ONE DAY but you fail to state definitively what you mean by ONE DAY.

Zenakine has been out for a while now and chatGPT and other AIs do state that its being marketed globally and will probably get some reasonable sales. For sure its not going to be Croda's number one seller in one year, but if its going to be a success, to really needs to have sold in OK quantities in its first year (up to about £2M) otherwise all that marketing effort by Croda will be wasted....

Toyin: Everytime I read one of your posts you appear to be angry about something and you always think you've spotted something that proves something or other when really you haven't.... Relax man.... Be nice to people.

Thank you for reading.

Ah I see know - David Brierwood - I should have remembered that one..

No I definitely meant Dustbins shares.....

Had he not sold, its possible the share price now would be 19.75p (eg he tanked the price by 3p)

It depends if MD is still a buyer above 17p...

Cheers Net.

Sorry I didn't know there were two DBs - yes Dustbin

Who is the other DB?

Cheers Net.

If you assume MD is just a high roll gambler - he knows no more than us. He just bets big on what he knows (he assumes odds in his favour) then the only reason the share price is rising (slightly) is because a gambler is buying shares.

There is no secret knowledge, only some investors selling and MD is hovering those shares up.....The price clearly dipped when DB sold his shares as MD could not afford to buy all those in one go as well as the other sellers shares... Provided none of the 17p sellers sell, and the market generally buys a few to get any pre results (December) rise we might break 17p next week... But to get into the 20s again the news and or the results will have to be amazing

As I say, nothing has any meaning until we either break 17p or we crash below 13p - they we can be pretty certain its either game over or we're onto a winner. Anything else is more or less drivel.

I cant see any big buys that pushed the price up. Perhaps tomorrow. Although it depends on what you mean by a "big buy"....

Anyway meaningless, as I said, unless breaks 17p to SELL.

Any rise is pretty meaningless unless we break 17p - TO SELL...Otherwise we'll never know if we're going to hit a wall of selling driving it back down again. If we can break 17p then that wall is less likely to materialise.

AS: The Singer note refers to both Superdrug and Zenakine.... But how does it know what profits these two sources will produce as no data has been provided by Croda or Superdrug? What was the basis of their 29p? 29p is a market cap of about £50m so that will need about £4m profit (when ex-growth) to justify that value. Do they think Superdrug PLUS Zenakine will generate £4m and if so how can they conclude that ? on what evidence?

I'm trying work out what profits will justify a market cap of £35M....

If this was ex-growth, we probably need to be making £2m to £3m a year, pay dividend and have a reasonable cash pile to buffer against bad years.

So our £35M must be all about growth.... We are miles away from making £3m profit - our revenue is tiny and we make a loss...

So its all about the future and most importantly zenakine.... Can zenakine ALONE make us £3m a year? If not what can? Why is MD buying so much - what does he think he knows that we do not?

AS01: I am saying the wide uptake of social media from 2015 to 2025 has fragmented the promotions, advertising and marketing industries so looking at cosmetics marketing back in 2005 to 2010 is not going to quite so useful as a simple like for like cross-over.

Fragmentation means that big cosmetic companies are no longer so in control. Big cosmetic companies are losing market share and influence to smaller, independent (indie) brands. Indie brands are growing at a faster rate than the overall beauty market and outpacing the growth of many large, established corporations.

AS01: It will not be like for like because in 2005 only 1/2 of the UK had internet and1/2 of those were using dial up. They were mainly males too.

There was no mass market for smartphones until 2010.

The world is a very different place now.

Ox123: Its not so much the name "zenakine" its the clinical results...... Do they include those results on the packaging? That is what we need to search for.

I need not explicitly mention zenakine (I guess) but the will definitely want to mention the "clinical test results".....

I wonder if you are legally allowed to mention the "clinical test results" without mentioning "zenakine"?

I use Microsoft Visual Studio as my IDE - its free to install here:

https://visualstudio.microsoft.com/

I develop in a "language" called node.js which is free to install here:

https://nodejs.org/en

My screenscrapped data is held in JSON blobs

https://www.w3schools.com/whatis/whatis_json.asp

I cant show you the specific sites I scrape as they might decide to stop people doing it (it is legal but they might not want it to happen)

But the code looks like this:

axios.get('https://xxxxxxxx/' + myArray[0])+".com"

.then(response => {

marketcapitalization = response.data.marketcapitalization;

I thus create spreadsheets of data of everything NAV, dividend dates, ex-dividend, NETNET stocks (current assets alone are greater than market cap), PE ratios, NEWS, INTERIMs, FINALS, etc etc - even if its being hotly tipped...

Generally speaking, most years I do better than the professionals (eg paid for asset managers) but not every year.... So its best not to point everything into your own system, its not fool proof.

Bel: You've lost me. What late reporting?

This is how chatGPT sees it:

Interpretation & Implications

Yes, this strongly implies that P-MORE is not just talking about Zenakine, but is likely stocking or at least able to procure meaningful volumes of it for their customers (cosmetic formulators, contract manufacturers, brands).

They probably have ordered a reasonable quantity (or at least placed themselves in a supply-chain role) — because:

They are a formal Croda agent.

They’re promoting Zenakine as part of a technology / ingredient theme (not just a trendy mention).

Their business model supports active-ingredient distribution.

However — some caveats:

Being an agent / distributor does not necessarily mean they hold extremely large stock for all Croda ingredients. Some actives may be more niche / small-volume.

Their “reasonable quantity” could refer to for their customers’ R&D / small batch production, not necessarily large-scale manufacture by themselves.

The demonstrative “Rhythm. Reason.” campaign could also be partly marketing to show technical leadership, not purely to signal inventory levels.

Conclusion

Yes, it’s very likely that P-MORE is a reseller / distributor for Zenakine in Taiwan — not just a casual promoter.

This strongly suggests they have (or can get) meaningful supply from Croda, and are positioned to sell it to cosmetic formulators in Taiwan.

In case you did not understand my previous post P_MORE (a separate company to Croda) is now using Zenakine and mixing it will other Skin ingredients to sell (I guess mainly in the Far East). I think this instagram post by P_MORE is the first CLEAR sign (apart from the disputed Spanish retailer) that Zenakine has not been sold in quantity to at least one major company. P_MORE. Its capitalised at £11M so AI says companies with that capitalisation normally have a turnover between £11M and £110M.

So the bullies have decided what has happened and who is to blame.

So that is OK now.

😀🥳🙂

Meanwhile P_MORE wrote this about Zenakine in Taiwan

https://www.instagram.com/p_more.taiwan.cosmetics/p/DQ-xPhDDU6l/

Skychap: This is the answser from chatGPT: AI agree with me.....

"

Doing extra internal/voluntary audit work is NOT illegal

Companies often have management reviews, external accountants look things over, or even perform “audit-style” procedures without issuing a formal audit opinion.

That is perfectly fine.

Nothing stops a company from:

hiring accountants to “check” or “review” figures

doing internal audit work

having advisers help prepare accounts

running their own quality checks before publishing results

None of that is regulated as long as they do not represent that work as a statutory audit.

"

Key word STATUTORY