Member Info for netcurtains

The Omega 3 market is worth $3B and is expected to rise to $6B by 2032 . One of the key players in the Omega 3 market is Croda. If you look at the reasons why Omega 3 is growing the exact same reasons could be said of Zenakine: " The Omega-3 market is large because it's scientifically supported, broadly applicable, and commercially versatile, and it aligns with modern health trends across multiple demographics and geographies."

https://www.openpr.com/news/4043822/omega-3-ingredients-market-poised-for-booming-and-remarkable

Its JUNE next week. Clearly, as of yet, hardly anyone is buying for a JUNE rally... So HOPEFULLY this is the reverse of the ZENAKINE launch when price fell on launch (rising before launch)... This is falling before June news... So TOUCHWOOD this will rise on June news (as currently the market does not appear to believe there will be any news).

I hope that makes sense.

Toyin,( re: spelling I'm dyslexic, half blind and with wonky keyboard - apologies)

re: SBTX: I put my money into SBTX purely for ZENAKINE.... It has not worked out exactly like I thought. I originally thought (like our CEO) that the launch in Amsterdam would lift share price into the 30s (irrespective of Opti sells). I was wrong; AIM shares really need to be tipped heavily by the press and brokers to get the big rises and they need FINANCIAL DATA... So it doesnt matter how many famous brands use Zenakine, its all meaningless until either we get a major press "tip", broker recommends or actual money in the bank from Croda.

Cheers Net.

You could argue that SBTX investors logging on to facebook, instagram, facebook, twitter, linkedIn and liking and commenting on Croda's posts (and employees post and even cosmetics companies posts) puts random pressure on Croda to get us all off their backs.....

So in a sense, CRODA will want shot of us if they can, as if anyone can break the NDA it will be inquisitive investors, gradually chipping away.....

The main pressure on CRODA to lift the NDA will be us.... Indeed I suspect they would rather shot of us entirely and buy the company just to get rid of us. We are lose canons.

cheers net

I think it is possibly true that the NDA does negatively affect the entire business. The sales reps cannot tell the "Big Retailer" that an SBTX ingredient is in world famous brands of cosmetics - and SBTX cannot put that on any sales literature. Its like trying to expand your business while your hands are tied. I suspect once the NDA is lifted the entire company (all pillars) will expand really fast.

Cheers Net...

Cheers John

Suppose CRODA get taken over by the Germans how will that affect SBTX?

https://www.lse.co.uk/news/croda-international-spikes-on-bid-chatter-uw7ckx8pkysdxtr.html

Well if they are all sells (I'm not convinced they are) its probably good to get rid of the weak holders (oleric?) before the next leg up on our journey. If the "super" longs are correct some of the rises might be insanely large.... It will take steady nerves to hold on for the ride.😀

Oleric: Vicks might make no claims but there are many who do - and thus Vicks gets the sales:

https://www.rupahealth.com/post/the-science-behind-camphor-menthol-and-eucalyptus-oil-rubs

Bigpunt: Nope - its just 19.05p to buy fullstop. I dont have to work out hidden reasons. It just is currently 19.05p to buy and for some reason they are getting marked as sells. I'm sure they have their reasons but it is misinformation.

In IG I can buy SBTX at 19.05p a share. So why does the market assume they are sells?

It appears anything priced up at 19.05p or higher are buys..

I'm no sleep expert oleric, I do remember "smearing a bit vick" on myself as a child and I slept better - the science backing it is about the same as Zenakine.

Vicks has global sales of ONE BILLION DOLLARS... 12% of that is £120Million per year. So , if zenakine became the new vicks We would make £120M per year profit out of zenakine.

There does seem a lot of dates:

16th June end of 2 months wait (as mentioned by CEO of SBTX)

4th-5th June Munich show.

2nd June Croda at Deutsche Bank Global Consumer Conference

18th June Rawcliffe Bridge and Cowick Hall visit - hosted by BNP Paribas Exane

So it all kicks off in june

CRODA are having are having an event on 18th June: Rawcliffe Bridge and Cowick Hall visit - hosted by BNP Paribas Exane.....

If Zenakine is "made" at one of those two locations and is seen in the "video footage" of the event will that mean the NDA is partially lifted by that date?

I guess if we are to hear news we are hoping its around or before 10th June (judging by what the CEO of SBTX said)....

On NOVI's website for independent cosmetic companies (for both retailers and makers) there is this article on the TOP FIVE cosmetic trends (as compiled using NOVI's sales data)....

Number TWO is: Microbiome health

Within this sector it says the fastest growing trend is this:

Fastest growing:

Lactobacillus Ferment Lysate: This ingredient is a probiotic derivative from the Lactobacillus bacteria, which benefits the skin’s microbiome. A natural alternative to synthetic conditioning agents and preservatives, it promotes a balanced microbiome through its moisturizing properties and by strengthening the skin's defenses against environmental aggressors. Additionally, its soothing and hydrating effects promote overall skin health and resilience.

https://www.noviconnect.com/blog/clean-chemistry/top-5-ingredient-trends-to-watch-for-beauty-and-personal-care-right-now

‍

Two page spread in Sunday Times Style magazine: Sub-title: "The novelist Heather Darwent always struggled with insomnia, but after the birth of her son, things took a turn for the worse. Could she discover the secret to a good night sleep?"

(Its not about Zenakine but such tales in style magazines soften up the market for sleep products).

30,000 followers........

Reading between the lines (so I might be wrong), one man and their dog cosmetic companies can actually get formulations etc direct from Croda...

But also from a company called NOVI - so it might be worth having this company on your watch lists: https://www.noviconnect.com/about-us

This croda page explains all: https://www.crodabeauty.com/en-gb/capabilities/indie-beauty

Cheers Net.

Dustbin101,

On the plus side, if you go to the comment section of the droplet cosmetic webpage, a good percentage of the comments are from men. This implies, with sleep cosmetics SBTX might have a much bigger market than it thinks... Men have many problems sleeping too..

Read some of the comments on this page:

https://otowellbeing.com/products/oto-cbd-sleep-drops

Dustin101,

I'm thinking the downside of face cream is that it might make pillows greasy and thus you'd need to wash them daily. Wil droplets there is no mess ... Pillows sprayed with Zenakine probably will need daily washing too (I guess). I can see there is an advantage to droplets.....