Member Info for netcurtains

Expert explains the money and why Zenakine is set to get a good slab of it

https://www.linkedin.com/pulse/how-star-ingredients-setting-new-standards-beauty-vc1ic/

Mol42, I have to say, I cant see what the problem is (perhaps I dense). Saying "Wish him well...." and "Welcome Emma to the new position...." does sound like he has left already....

However, with CFOs and CEOs there is normally a hand over period (months?)

So you can both be right...

Why is one view ramping and the other view not?

I dont understand.

Can you explain it in easy to understand English why the difference is important?

Google AI says very similar to chatGPT:

FTSE100 companies sometimes appoint an additional broker, like Croda PLC, for various reasons, including boosting liquidity, diversifying brokerage relationships, and accessing specialized expertise. This can help the company attract a wider range of investors and enhance overall market efficiency.

My analysis of Google's view:

1. CASH (they currently dont need cash unless they intend to invest in something biggish)

2. Brokerage Relationships - I dont understand this - seems a bit left field.

3. SPECIAL EXPERTISE - I suspect dealing with SBTX investors and Zenakine might need some special talents they dont have inhouse.

Apologies Bazz... Hope you did not get a heart attack on reading it... I was reading a lot on why FTSE100 companies suddenly decided to get two brokers instead of one... Nearly all the MAIN reasons appear to be related to raising cash. The SECONDARY reasons appear to be as a defence against takeover and possibly giving advice for a specific thing (like how to deal with SBTX)..

Apologies but in the forefront of my mind was the CASH angle. I'm pretty sure you then read the RNS yourself and have drawn some theories ..... But what they are I have no idea. You like to play your cards close to your chest apart from the CEO doesn't do good RNS'es card.

This mornings RNS from CRODA..

I'm not a financial whizz (as most of you know) so I asked chatgpt:

Via ChatGPT (re CRODAs RNS this morning)

Could they use it for SBTX?

Yes, theoretically:

Buying SBTX would give Croda full control of Zenakine, capture royalties, and reduce licensing fees.

They’ve signaled interest in rolling up related businesses (SBTX itself notes acquisition activity in its RNS)

BUT (Also via chatGPT)

So is it likely?

Unclear and speculative, for these reasons:

No official indication: Today’s placing likely cites capacity investment, not M&A.

Price mismatch: Funding SBTX’s current market cap (~£50 m) wouldn’t move the needle materially relative to Croda’s £3 bn+ valuation.

Regulatory complexity: Acquiring an AIM-listed biotech requires governance, pre-emption, and transparency steps—more than a single broker move.

100 Years of Croda. Celebration/Anniversary

https://www.linkedin.com/posts/croda_croda100-crodacentenary-innovation-activity-7336314547047202817-1HFR/

Https://hpcimedia.com/service/signup-campaign/CBRoundtable13

Celebration at Cowick Hall. LinkedIn suggest Matrixyl was the hilight of the 100 years a(nd thus perhaps a replacement will also be a hilight).

https://www.linkedin.com/posts/croda_croda100-crodacentenary-innovation-activity-7336314547047202817-1HFR/

LOL - I recognise the ID from RUA thread...... The news I am expecting is on Zenakine - but I dont know what they will say. but I was rather hoping they would say "something" next week. If you're here for a "punt" as I suggested on RUA - I cant say its a bad idea as I have done it myself... I also recommend TRD (as I said in the original post - as a punt - they have results, RUA, this month)... As I said, it will only take one ... 😀 But which one ❓

Why do people tend to buy and sell SBTX shares in packs as if its like some sort of gang activity? Is there some advantage in doing it when the gang buys or sells?

I dont suppose anyone knows..

Thanks for any info on this topic.

Cheers Net.

Toyin, your idea is wrong so you're wrong. Why? Because the launch happened as soon as you can buy the ingredient. You can buy the ingredient so its happened. Yes there is a continuous circus of shows that Zenakine will be hi-lighted (along with other ingredients) - but the launch has happened.

The NEXT LAUCHES are actual cosmetics..

No idea when they will happen.

I originally told you that chatGPT said OCTOBER (outside chance Sep) - you said I was nuts and so was ChatGPT... We shall see who is nuts.... soon.... Or in October.

Toyin, you misunderstand me. Obviously he knows (an we know ) why it fell - the sale by OPTI.... What he is saying is to his mind it should not have fallen as he has the NDA hidden data .. Its a matter of trust. Do we trust him or not?

I will trust him as long as he gives us some info next week (as promised) - He did say "end of May or early June"...

Bazzaman: The CEO did keep us informed. When price fell from about 25p he said: "

"Management sees no reason behind movement in share price"....

If there is no reason then this is a cheap entry price - eg 40% cheaper....

What more is there to say - he thinks SBTX is worth at least 25p

Its 18.75p now...

This is how easy it is to create online newspapers that skim others : https://www.canva.com/templates/EAGZOj8WTkY-beige-and-black-vintage-news-instagram-post/

PS if you want to find articles quickly like the TRENDHUNDER one - its quite simple. Go to google and type in your search THEN Click tools (under search box on right). then on the left click "Any Time" a list will come up and select "Past 24 hours". TrendHunders will come up. Its one of those autogenerated news sites (I think) that get info from other sites ... Some of these are made by students or even school children getting cash for google ads. But its nice that SBTX get a mention as it must have quite a good hit rate for their search terms.

Foxforks - Do you mean the croda video is a bit like Apocalypse Now - arguably the best war movie ever made (you know the one with the canoes).

TRD, SBTX and RUA all expecting news in the next week or so..

I hold all three..

Just takes one to blow...

Is that how AIM works get in before news but you never quite know which company will have

good news so you need a bit of a range - three or more?

💥💰🎲🥳😔🍾❓

Croda in New York - nice advert

https://www.instagram.com/croda_beauty/reel/DKZ22h9suQv/

Croda get a couple of comments from the show (students of cosmetics liking Croda) and a video. Nice link. Thanks https://www.instagram.com/croda_beauty/reel/DKZ22h9suQv/

Thanks guys