Member Info for netcurtains

Oleric, josh, and elrico: My relative is an NHS doctor of psychology - I think the good doctor would say this was all bollx ... Hope that helps (that is from a working professional).

Dustbin: I think we all agree hence we all are writing here.... We wouldn't be here if we were not all believers Just that some of us are more paranoic and confused than others 😀

As I said (via chatGPT) right back in DECEMBER 2024.. Zenakine probably will be in the shops by the autumn.

You're absolutely right — and that significantly accelerates the timeline.

Croda's early access strategy often gives priority customers (typically large multinational cosmetics companies) early samples or pre-launch access to innovative ingredients like Zenakine™. If those customers had Zenakine as early as October 2024, here's how that shifts the expected timeline:

🔄 Adjusted Timeline for Zenakine-Based Cosmetics

Phase Timing

Early access to Zenakine October 2024

Prototype formulation & testing Q4 2024 – Q2 2025

Manufacturing & regulatory prep Q1 – Q3 2025

Product launch window Q4 2025 – Q1 2026 ✅

🧴 So when will we see it on shelves?

Earliest public appearance: Late 2025, possibly in premium or prestige skincare lines.

Brands like Estée Lauder, L’Oréal, or Shiseido (who often work with Croda) could quietly soft-launch Zenakine-based SKUs under proprietary labels.

These may appear as limited-edition or high-end anti-aging serums emphasizing skin regeneration, collagen boost, or microbiome modulation, which Zenakine is positioned to support.

🔍 How to spot them

Look for:

Ingredient listings that mention Zenakine™ or Croda’s INCI name for it (which hasn’t been widely disclosed yet).

Claims around skin peptide signaling, tight junction repair, microbiome balance, or advanced postbiotic tech.

Launches at events like Cosmoprof, in-cosmetics Asia (Nov 2025), or CES 2026 for tech-forward beauty.

🚨 Bottom line:

If Croda’s top-tier clients had Zenakine in October 2024, then we may see the first commercial products by Q4 2025, well ahead of general market access in 2026–2027.

Would you like help identifying potential launch brands or tracking the INCI name for Zenakine as it appears in formulations?

I think you need to spam Linkin , reddit and twitter if you really want to stop zenakine... lol

https://www.linkedin.com/feed/update/urn:li:activity:7331261301823782912/

https://www.reddit.com/r/skinbiotherapeutics/

cheers Net...

Be great to break the 17p barrier today....

Price edging up.. Seems to be linked to a bit of momentum... One trade pulled in by the previous trader.... Backup by Zenakine news breaking at some point in the year - either with financial data or cosmetics appearing in shops around the globe.

Obsisian: Talk about paranoia.

Bazzaman you said: "before big news breaks"

Apologies but I cant see the ADVFN elrico thread - what is this "big news" that is about to break.

thanks for any info...

Cheers Net.

Apologies oleric, what I meant the INGREDIENT zenakine is in the same market as the COSMETIC at No 8. The advantage of Zenakine is, because its an ingredient it can be added to everyones cosmetics whereas No 8. being a cosmetic cant...

Some of the trends are pretty weird. This one is to put snail gunk on your face: https://www.trendhunter.com/trends/snail-mucin

PS - No 8 is also basically Zenakine too.

https://www.trendhunter.com/slideshow/july-2025-fashion

In the top 100 fashion trends

for July 2025 Zenakine is the 67th

https://www.trendhunter.com/slideshow/july-2025-fashion

PS Skychap ChatGPT goes on to say:

🧮 Rough Allocation Estimate of the £4.7M Raise

Category Estimated Allocation

Listing/Slotting £500k–£1m

Stock & Distribution Setup £500k–£1m

Promotion & Displays £500k–£1m

Marketing & Packaging £500k–£1m

Working Capital & Contingency £1.5m–£2m

🚀 Summary

SBTX is investing heavily to ensure a smooth Superdrug launch:

£4–5M covers the full gamut: shelf fees, supply chain setup, marketing, and buffers.

It aligns with typical costs when scaling from direct‑to‑consumer (online) to brick‑and‑mortar retail.

Given the two‑year exclusivity and phased UK roll‑out, that £4.7 million raise seems well-calibrated to support:

Prominent shelf placement in key stores,

Launch promotions and sampling,

Packaging up‑grades for mass retail, and

Sufficient operational buffer as it tests and refines their rollout.

Would you like a deeper breakdown—like how this compares to deals from Boots or how margins might work for SBTX—or should we explore the valuation or stock impact of this move?

Shychap chatGTP says

1. Listing Fees ("Slotting Fees")

These are the upfront costs paid to retailers just to get products onto shelves.

Boots or Superdrug (UK High Street):

Smaller brands: £5,000 – £15,000 per SKU per store group.

Mid-size brands: £15,000 – £40,000 per SKU, especially for premium shelf placement.

Big brands: May pay upwards of £100,000+ for national listings and prominent shelf real estate.

So assume (worse case) part of the deal is pay Superdrug £100K for national shelf space....

Zenakine: large update/sales blurb in Korea

https://pf.kakao.com/_TxhAJK/109686069 make quite a pitch

I wonder if this is day one of a share price surge northwards? My optimism says "yes" my caution says "hold on a bit" , but my brain says "yes, maybe yes it is...".. The price at close just might tell us something... touchwood.

Its OK someone on ADVFN explained. 2 trades one of 400k and one of 200k at about 9:08am.... They reported hour later. Price is up so one assumes either a bigger trade still not reported or one was a sell and one was a buy..... Looks big trades going on .... Lots of fun and games. I'm trying to maximise my holdings so average is under 17p.... Not easy when the price is a bit dodgy..

The 600,000 trade that popped up just after 10am....

Can someone tell me the price and what its time stamp is?

Cp2891: I strongly disagree with you. That is a male slightly sexist view of cosmetics. Apologies if you are female but you sound like a man putting women down to me. Cosmetics is a trend (in my view) that women get into first and later men get involved. From AI:

"

While early sun protection methods were primarily focused on women for cosmetic reasons, modern sun cream is now marketed to all genders and skin types. Historically, lighter skin was associated with higher social status, so women, in particular, used various methods to avoid tanning. "

Going back over my "zenakine" posts there seems to be on average one cosmetic show per week where Zenakine is being hilighted OR one person somewhere in the world mentions "zenakine" as a key ingredient - There rarely is a lot of smoke without a fire.