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I was noticing that one popular sleep product (highlighted in vogue) was sleep droplets... In the four readymade formulations of zenakine there was wasnt one that you ingested (there was a spray which I guess is similar). Do you think its possible some companies will add Zenakine into sleep droplets or is that not possible?

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

The key takeaway from the Vogue Business article is linking SLEEP to the WELLNESS Industry.

how big is the wellness market and is it expanding?

ChatGPT said:

The global wellness market has experienced significant growth in recent years and continues to expand robustly.

📊 Market Size & Growth

According to the Global Wellness Institute, the wellness economy reached $6.3 trillion in 2023, accounting for over 6% of global GDP. It's projected to grow at an annual rate of 7.3%, reaching nearly $9 trillion by 2028 . This growth outpaces the projected global GDP growth of 4.8% over the same period.

The wellness economy encompasses 11 sectors, including personal care and beauty, healthy eating and nutrition, physical activity, wellness tourism, and mental wellness. Notably, wellness real estate, public health and prevention, and mental wellness have shown significant growth since 2019 .

GlobeNewswire

🌍 Regional Trends

All global regions have seen growth in the wellness market post-pandemic. North America leads with a market size of $2.2 trillion, followed by Asia-Pacific at $1.9 trillion and Europe at $1.7 trillion. Per capita spending is highest in North America ($5,768) and Europe ($1,794) .

📈 Consumer Behavior

Younger generations, particularly Gen Z and millennials, are driving the wellness market's expansion. They spend significantly more on fitness and wellness activities compared to older generations. For instance, Gen Z households spend 2.8 times more on fitness than baby boomers, and millennials spend three times as much. This trend contributes to the market's resilience, even amid broader economic slowdowns .

Business Insider

Additionally, the pursuit of longevity and proactive health management is fueling demand for wellness products and services. Consumers are increasingly interested in health trackers, supplements, and wellness technologies, with the industry for vitamins and supplements projected to reach $139.9 billion in 2025 .

Vogue Business

🧘‍♀️ Key Takeaways

Market Size: $6.3 trillion in 2023, projected to reach $9 trillion by 2028.

Growth Rate: 7.3% annually, outpacing global GDP growth.

Regional Leaders: North America, Asia-Pacific, and Europe.

Consumer Trends: Driven by younger generations prioritizing health and wellness.

In summary, the wellness market is not only substantial in size but also exhibits strong and sustained growth, driven by evolving consumer preferences and a global emphasis on health and well-being.

TRUMP And USA:

ChatGpt says:

"If Zenakine™ is intended for rapid global distribution, including to major beauty and personal care markets in the U.S., it’s likely that Croda either is or will soon be producing it in North America...."

Can Croda's Atlas Point plant make Zenakine?

FoxForks: Zenakine and Caffine skincream cosmetics obviously work in different ways but they both (apparently) help release/increase dopamine levels in the brain so weird as it sounds they do overlap. Touchwood, Zenakine might even have a price advantage.

BBC Radio 4 says the price of coffee (the main supplier of caffine to the cosmetic industry) is going through the roof. This means caffine type cosmetics will be less competitive compared to Zenakine as Zenakine contains no caffine. In a sense the rise in coffee prices is yet another benefit of Zenakine.

PS - you know the "Bank of America Virtual 'Beautiful Day' " event? Is it possible that the OPTI American investor was listening in to that event? (It was for investors).

On the other hand - on some sites it says the ACTUAL EVENT is TODAY..... (Croda's literature might just be pre-event ) :

https://www.evonik.com/en/investor-relations/events-calendar/calendar.html

Dustbin: That is an interesting point...... Thanks for hi-lighting that possibility. I'll mull that over...... Assuming we stand a 60-70% chance of hearing concrete Zenakine news by the 10th June that means we only have 11 more trading days before we might know the answer.

I know some people like to count trades. Can I ask is there a stock overhang at present? If there is how large is it? Obviously, if there is a stock overhang, once its cleared this share might well rise a great deal in the short run.

TOUCHWOOD. 🥳

Farris, re: Croda: and "Own Label".....

Personally I would let Croda get on with it, they are the experts. ARM never made and chips (I think) it just did the design and took the royalties.

If Zenakine is a huge success it might be worth selling the rest of the business for £XXM (giving us a massive special dividend) and just be a mini-ARM but for bio-technology ingredients.

Cheers Net.

Well done Dustbin, I think you have timed this thread just right.

I vaguely remember you saying XXX (years ago) when Triad got their new advisers ..........

Remember 31 March '23 Change of Broker - Triad PLC.

Come on lads, read this PDF in full: https://www.croda.com/mediaassets/files/corporate/investors/beauty-event/croda-bofa-beauty-event-may-2025-final1.pdf Then ask yourself "Are we really going to get at least 10% of Croda's Zenakine global sales"...... 😀😀😀 Oh my word! This is absolutely huge!!!! We're all going to make stonking amounts of cash if this turns out to be simplistically true without any hidden strings or low ball take-overs....

Suppose SBTX hit £1 a share by 20XX...... It really could..... Call me a ramper blah blah blah but if it gets to £1 I dont care less..... Simplistically, and innocently looking at it, as an average optimistic Joe, I think £1 is quite possible.

Another perspective on VALUE ChatGpt:

Contrarian/value strategies (buying losers) tend to outperform over multi-year horizons—but require more patience and analysis.

Me: Anyway you look at it SBTX is well down.... Its definitely requires patience and analysis...

ChatGpt is correct in my view - when it comes to SBTX...

Since companies can pay royalties quarterly or even annually its difficult to say if SBTX will get any significant money from CRODA this year..... Unless we know the details of the royalty payment schedule.

Bazzaman: Your words here: "Fine line between being positive and ramping in Dustbin's case"

If you ever meet Dustbin you will find him to be the most positive person you can ever meet - he even organised a round of applause for the directors (Triad PLC). However if we deconstruct what happened today, it was mol42's PDF that lay at the start of the rise. Then Dustbin and myself hi-lighted what it said about zenakine. "IF" the share price of SBTX has gone up as a result of mol42, netcurtains and dustbin (unlikely - lol) its not a ramp as the pdf really exists and what we said it said inside is actually what it says inside .. There is no lie or exaggeration .... You might not like investors being positive but that is your problem not theirs. Investors SHOULD generally speaking be positive about the shares they own .... Otherwise they should sell and buy something else that they feel positive about.

Bazzaman: Re: skychap this line here "I'm delighted when the SP goes down without any fundamental reason". Clearly, if you are long, that is not normal either. He is clearly quite odd but could hardly be called a "ramper" - a bit of an investing oddball but has he ever made the share price go up ? Has he ever profited by anything he has said? Come on... He is a bit of crank that is all. Harmless.

Bazzaman: only journalists can ramp shares that have market caps in the tens of millions. Posters can only talk about why they are positive or negative or find news that others have missed. To accuse posters of ramping needs a bit of evidence otherwise you should not do it. With the derampers on ADVFN there is evidence (they have openly said they are getting "paid" to do their deramping).

There is zero evidence that the positive posters you mention are ramping. You being a negative poster might be damaging the SP but you cannot be called a deramper as (as far as I know) you are not profiting by it, you are only losing by it.

Being positive about the shares you invest in is very normal for extroverted investors.

Being negative about the shares you invest in is very odd but I take you at your word that you have no ulterior motive.

Bazzaman: re your unpleasant use of the term "ramper" for elrico and other journalists who promote SBTX .

Definition of Ramper:

"When the term "ramper" is used in the context of stocks and shares, it refers to someone who is artificially inflating the price of a stock — typically to mislead other investors and profit from the increase."

That is unfair. - I dont think Elrico is misleading. He openly says he has a position in SBTX and its true, he probably knows when he "promotes/tips" SBTX the price stands a good chance of going up but that is not ramping as its all above board and open ...

I dont think you should use insulting words like that unless you seriously believe journalists are ramping. In fact the only "DODGY" people are the derampers on ADVFN who by all accounts are getting paid to deramp (for some undisclosed reason).

The big take home for me from mol42's pdf is:

1. CRODA Saying they are only including information that is relevant for Croda Shareholders.

2. The only skin care product they highlight in the report is zenakine.

If zenakine is relevant for Croda shareholders - all I can say is BLIMEY for SBTX shareholders.... 😀😀😀

Thanks for posting that mol42.... Very encouraging....