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Croda will be showing Zenakine in Poland in September. This global push by Croda shows no signs of slowing down.... Its going on and on and on....These shows must generate significant global sales - Brazil, USA, Türkiye, Thailand, South Korea, Holland, France, UK, Poland, Germany

And what does this board do? Moan and sell their shares. You could not make it up. Well their loss is my gain, I've been buying more ..... :-) :-) :-)

https://www.instagram.com/reel/DAGuBt-ILwe/

Https://www.crodabeauty.com/en-gb/formulations/formulation/8494-zenakine-clinical-studies-day-cream

This one is mixed with Ameyezing....It makes the lotion light and airy... (I say new as google says this appeared 20 hours ago but it might be just a slight correction to an old formulation and thus google re-index it making it appear new.

Martinu: I thought skys post was pretty much rubbish. £4m is pretty much standard for a large production line factory.... Its only equates to a couple of terraced houses in Wimbledon... Its not a lot of money.... I dont really get peoples negativity....

How many AIM companies have done not ONE but TWO deals with BILLION POUND TURNOVER COMPANIES??? CORDA and SUPERDRUG...

Skychap you asked where the £4m could go.... I asked chatGPT what the average UK probiotix factory costs to build:

Category Estimated Cost (GBP)

Factory Building / Lease £500,000 – £2 million (depending on location and size)

Cleanroom & GMP Compliance £250,000 – £1 million

Fermentation & Bioreactors £300,000 – £1.5 million

Freeze Dryers / Spray Dryers £250,000 – £800,000

Filling & Packaging Lines £150,000 – £700,000

Lab Equipment (QA/QC) £100,000 – £300,000

Utilities Setup (HVAC, Water) £150,000 – £500,000

Regulatory Approvals (MHRA, FSA, etc.) £50,000 – £200,000

Contingency (10–20%) £200,000 – £600,000

Total CapEx £2 million – £7.5 million

Thus £4M comes right in the MIDDLE of that price range.

But why are the buys getting cheaper by the minute? I dont understand? Normally the price to buy goes up when lots of people buy not down.

Are some sells being marked as buys? I

If you add Croda's Zenakine together with developments at iberchem and parfex it does appear that Croda are aiming to be the No 1 brand for neuroscience based cosmetics.

You said "repeat repeat"..

OK if you want:

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There are not many small AIM companies that have done deals with not one but two BILLION POUND turnover companies... And some share holders are moaning. Unbelievable - words fail me...

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But also hot of the press today: Croda massively expand their ability to test emotional responses to cosmetics with a brand new dedicated neuroscience lab https://cosmeticsbusiness.com/parfex-inaugurates-new-creation-center-in-grasse-and

Re: what happened at ITM Power. Someone not liking it and being a big seller is a big advantage for buyers who are slowly stake building.... Really we want this person to continue to sell so we can slowly get a reasonable position.

Bazzaman you said "have you heard from Ashman lately? " - In my whole 50 years of investing I've never heard from any CEO. I make my decisions based on RNS, accounts, products and bombed out share prices..... I'm not one of these millionaires that CEOs write to. I'm just an ordinary guy. You seem to not be able to make a decision unless some clown in a suit tells you its OK... Grow up and make your own decisions.

There are not many small AIM companies that have done deals with not one but two BILLION POUND turnover companies... And some share holders are moaning. Unbelievable - words fail me...

I bought 200 quids worth - to show willing.... I know its a tiny amount but its the thought that counts. I want them to succeed

In the UK or EU if you want to say its for psoriasis and its in a chemist then you would normally have to prove it with expensive clinical trials. The "cheaper" option would be to get the US seal of approval.... ChatGPT says this market is wide open (in that it cant find another quoted UK company that has this seal - only a tiny private company).... So Superdrug appear to be impressed by this approach (I guess its "cheap" ) and potentially they are thinking of big sales and cornering a big slab of the market (eg sole supplier agreement).

https://www.prnewswire.com/news-releases/national-psoriasis-foundation-launches-seal-of-recognition-for-psoriasis-products-140751803.html

Bazzaman: Give me your questions....

And I will give you five different answers for each one..

AquaeSulis01: Your search does not list UK companies unless I'm missing something

ChatGPT can only find TWO UK companies that have the "National Psoriasis Foundation Seal of Recognition"..... Codex Labs UK (a private company) and SBTX... Codex products are available at John Lewis, Selfidges and the Irish chain Brown Thomas (and also online)... So this means that SBTX are the only UK quoted company with the "National Psoriasis Foundation Seal of Recognition" (if chatGPT is right (and I guess it often isn't so dont get your hopes up too highly). Codex is a TINY TINY company (turnover of only £1M so not really a major competitor). So if SBTX tools up for Psoriasis BIG TIME it could get a good slice of the business and SuperDrug will cut Boots out of the market.. It is an interesting development. Are SBTX going for SCALE to grab the lions share of the entire market?

So my question is do you know any other UK companies that have this "Seal of Recognition"? If not then it looks like we're onto a winner.

Toyin: You said "I was talking specifically about the superdrug deal"...

Actually 90% of my reply was about the deal: You know SBTX will get about £4m, you know our product will be in superdrug, you know its now listed by the Americans and you know some of that "good news" is worth 2p and more and you know the dilution was about 2p...... So really, if it wasn't for the negativity we probably should be trading at a higher price.

I do understand negativity but it rarely is helpful - I just suck it up and and continue being Long or I sell. I never moan unless I have already sold and want to buy back at a lower price and I'm being a bit of a dick by doing so..

Toyin: you said "All I know is I have been diluted again by another 10%" - in fact that is not all you know. you know they will have got at least £4M to add to their cash pile. You know that Zenakine is currently actively being promoted around the world. You know that SBTX now will be selling in Superdrug. You know that it has the US listing for its skin treatment. To my mind the the stuff that will push up the price is far bigger than the 2p knocked off the price by the offer....

I think the problem is we're dealing with one or two conservative types who probably thought those buying Bitcoin when it was 9000 were naive and foolish. Its worth pointing out that ANIC (fermentation type stock but to create artificial milk and meat) has doubled this year. I think, possibly, this is the year for fermentation and probiotic companies.

Lets face it SUPERDRUG need SBTX more than BOOTS..

Boots: Boots recorded a 59% increase in gut-health product sales between early 2020 and 2021, launching at least 12 new gut-health SKUs—highlighting significant investment in this category....

Superdrug are playing catchup..... They need SBTX and they need to STOP SBTX getting into BOOTS.