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AS: I've also noted that Superdrug seem to have many more asian customers... This ties in with industry trends that seem to suggest asian women are buying more cosmetics... Perhaps that is why CRODAs clinical trials for Zenakine all appear to be on asian women. That is where the big market is.

This is shat AI says:

Asian women — especially in China, South Korea, Southeast Asia — are buying more cosmetics due to:

Rising disposable incomes and urbanization

Cultural preferences for natural, personalized skincare

Strong influence of K‑Beauty, C‑Beauty, J‑Beauty

Tech-savvy shopping habits (social media, e‑commerce)

Innovations in product formulations and multifunctional offerings

In essence, it's a powerful upward trend: cosmetic consumption among Asian women is accelerating, not plateauing.

Gardie, if there are "large" sells (there might not be) I would have thought it would be SBTX trying to still gets some extra cash for the shares it offered current holders for 17p but was not taken up (fully) so they might have bunged a few into the market to get that cash too.... AI says this: "The unexercised (lapsed) shares can often be sold by the company (or its underwriters) in the "rump" process—selling the remaining shares on the open market." It really depends on the EXACT WORDING of the rights issue....

Anyway, this is all irrelevant nonsense... What we want to know is how is ZENAKINE doing and of course many (including me) are expecting news on MONDAY... TOUCHWOOD...

pglancy: from what i can gather "iceberg order" is a colloquial term from us trading systems of the 1990s . gerbil is the only person i know who talks bat****e crazy about 1990s us trading..... hope that helps.... being a football supporter my favourite term is "keep eye on the ball" - as such i tend to look for news concerning "zenakine" all else is gerbil noise. admittedly "superdrug" might be a new ball for later in the year but i'm keeping it on the "back burner" until we hear about "zenakine" - hopefully on monday but if not i would rather like to know why not......

In 2023 Toddle Cosmetics was shown on Dragons Den - probiotics in cosmetics.... Every single dragon wanted to invest. This was around the year Croda signed the agreement with SBTX (she founded the company around about 2019/2020)...

Yesterday Toddle had come full circle - the show was shown again and this time we get the news that Toddle as been "acquired" which probably means it has been a success (the owner appears to suggest that on her Instagram post).. If so the implication is CRODA should have no problem selling probiotics to the wider cosmetic world. Every dragon liked it....

https://www.instagram.com/p/DLXuRo1PLDm/?hl=en&img_index=1

The contender said "No chance Ashman will release the Croda info on Monday."

Obviously that is incorrect. I guess the emotion got the better of you. The chance is slightly higher now as todays RNS made no mention of Zenakine, implying that what he said earlier still applies - namely news by end of June.... If there was a change it would have been in SBTXs interest to have stated that in the RNS too.

Formes de Luxe give Zenakine a mention/plug

https://www.formesdeluxe.com/article/the-formulation-science-behind-sleepmaxxing-beauty-s-big-new-claim.65001

Obviously the actual figures are a "self evident truth" 😀 ..... But RNS'es can say "better than expected" , "as expected" , "worse than expected" - both A and B would be a relief to most people. C would be "Blast - I thought as much"...... We should be told though. We will know in the end anyway (Eg figures).... And this data was verbally "promised" in public and recorded.

Mol: I was not worried about the royalties (they can sort themselves out eventually) - I want to know how Zenakine is doing in a general sense. Is it doing well or not.... The royalties can sort themselves out when they arrive.

So really I'm expecting SBTX to issue an RNS of some sort saying how Zenakine is doing ......

If not I want to know why have they decided to withdraw that information..... Many people have invested (or sold) due to expecting to hear this information tomorrow or monday.

Mol42: Sorry I might be a bit dense (probably am) are you saying in a round-about way that you dont expect SBTX to say anything about Zenakine tomorrow or on Monday???????

Have I read your post correctly...You vaguely worded it - perhaps to imply stuff without actually saying anything and thus losing clarity.

Are you definitively saying SBTX have changed their mind and will tell us nothing?

There is a relationship to how hard Germil / McHumble posts and SBTX price movements. I think we can assume by the number of posts both here and on aDVFN (and no doubt elsewhere too - Twitter, Reddit, Discord, and Telegram ) we're going to head north and fast. I dont want to tempt fate by saying "Steam Train about to leave the station" but I will anyway "steam train about to leave the station".... Good luck everyone - its either tomorrow or monday..... Ding Dong..... The witch will soon be dead... TOUCHWOOD...

If SBTX products will be in Superdrug 2025 I would expect to see multiple advertising campaigns starting in Sept and going on well into 2026 - both for online sales and for instore sales

This is what the RNS said: "The initial roll-out of both AxisBiotix products will occur in early September 2025 in Superdrug".....

Currently the website appears only set up for psoriasis not acne so that will need changing. The agreement says this:

"The Commercial Agreement is on an exclusive basis for the sale of both AxisBiotix-Ps and AxisBiotix-Ac in Superdrug's UK stores for two years. This will be the first time AxisBiotix for acne has been made commercially available. SkinBioTherapeutics retains the worldwide rights to direct online retail sales of both products via the AxisBiotix website and Amazon."

So the ACNE product is going to need a lot of work to get it ready......

Cheers Net

O/T

oleric, my gran, a bethnal green office cleaner always said by definition that if you were rich you were a crook... In addition my scottish father-in-law (From Paisley) used to say "there is no such thing as a self made man, they simply pay themselves a lot more than the people they employed, who did the actual work"....

So calling rich people liars, crooks and swindlers is par for the course - it goes back hundreds of years. If rich people cant cope with British working class bluntness they should piiisss off to a different country.

OK I'm convinced McHumble is Gerbalatior. No one speaks that kind of gobble-de-gook apart from him. Filtered.

I have about 40 odd years in stocks and shares. From my long experience individuals with large holdings , once they have made enough profit, tend to sell the shares to large organisations (eg anything from Croda to investment funds) and any remainders after that to the open market. They dont tend to play weird games.

McHum: Email him. He is a very nice person. I'm sure he'll let you know. Life doesn't have to be one big conspiracy theory . You dont need to be a gerbil is you dont want to be... Just email ..

Clearly Zenakine is somewhat aimed directly at this market to enable Croda to get a bigger market share. The global cosmetic face mask market is worth $7B....If Zenakine enabled Croda to break into this market big time I'm not sure what profits would go to SBTX. Have the Lemmings made a guess as what profits Zenakine could make as an important ingredient for face masks?

https://www.persistencemarketresearch.com/market-research/cosmetic-face-mask-market.asp

Against that, Dave Brierwood now has £1.5M worth of the company.... I doubt you'd invest that amount as a punt even if you have assets of £50M..... That is a serious amount of money that probably had some serious research behind it.....

I have to say I'm a bit disappointed that SBTX seems to have been backtracking on its word to give shareholders some public information on how well Zenakine is doing before the end of the month..... They only have tomorrow (or possibly monday)...

Very disappointing.

Isn't oleric something to do with rotting corpses?

Welcome aboard oleric. I dont like the vaguely unpleasant user handle but I guess that cant be helped. Welcome aboard.