Member Info for netcurtains

Shychap:

Now Zenakine is launched and we can see that Croda are promoting the active ingredient heavily (top of their default search etc), we can surmise it will be at least a moderate success (as far as a small AIM company is concerned).....

How much money would a moderately successful internationally sold active ingredient make each year?

Thanks

When CRODA suggest that 1/3rd of the Korean customers are potentially interested in Zenakine's sleep properties - are they also subliminally suggesting that this near 36% might be a global figure too?

That would be a block buster indeed.

https://www.crodabeauty.com/en-gb

(scroll down to their "SOCIAL" section)

That is good news. 😀

If you look at NetcurtainsAuto stockchallenge entry for APRIL ..... SBTX has not really had a good month - its up but no where near as well up as "boring" shares like M&S (MKS) or Currys (CURY) or SAGA as a result I'm only 28th so far (hardly stellar).

Imagine what it would do if it had a "good" month.....

I have also noticed that a "lemming" lemming1 is doing well at 5th (with one of my old shares "Big Yellow).

Well done Lemming1

https://www.stockchallenge.co.uk/report.php?challenge=202504&report=full&order=position

Cheers Net..

I've noticed in Winclove's latest news they tend to be going down a route similar to Zenakine.

I've also noticed from HarpersBazaar that food suppliants are the main "beauty" growth area.

So the deal SBTX signed with Winclove in 2020 how is that going?

Has anyone done any research into this link?

Sounds sort of Zenakine-ish......

https://www.wincloveprobiotics.com/news/ecologic-barrier-enhances-mood-in-healthy-adults/

Dustbin101:

My three pillars:

Blockbuster

Moderate success

damp squib

===================

I know its one of those three.

I believe (and hope) its one of the TOP TWO....

I do not know.

(Trump has somewhat reset the Green Game/Agenda)...

I do agree with you that we will all know VERY VERY VERY SOON. 😀

Dustbin101: re: constant reinsurance:

I feel a bit different to you on this. I have hand a few "ten baggers" and for me there are is no patterns.

With French Connection (when it was a NetNet stock) it went up many fold over night (more or less) so needed no reinsurance - I had no time - boom bang. Wow!

With Triad PLC it was over a long period of time (years), sometimes with falls of over over 50% so it took some extra encouragement to stick at it.

With Acadia Group (Top shop etc) - yes it made me money but I quit too early (everyone was saying "the internet is going to wipe out the high street" - So there was not enough reinsurance. But I still did OK. But it was "deramped" too much for me to stick around for the full 10 bag.

With Wey Education - I "BELIEVE" in education so I needed to reinsurance - its a like a religion so I got the full multi-bag.

Some failures like Emerald Energy or Standford Rook dented my ethusiasm for "constant encouragement" as the LONGS were totally wrong...

Over my long time in share trading, I can conclude you have to listen to your own inner voice but that voice will get data from others - its not an island.

There is no such thing as "doing your own research" - all research is built on other peoples research.

Unless you work at SBTX or CRODA (or a Cosmetic company or associated company) or are mates of people involved there is no way that we as ordinary punters know if ZENAKINE is "DEFINITELY" a big success. We just dont. We can be encouraged to everyone is blue in the face, but it comes down to a punt and faith in the end.

the old definition of an oil company holds true for much of AIM "A big hole in the ground with a liar at the bottom"...

We're all hoping and praying we've struck oil..... We are "BELIEVERS" we have "FAITH"......

But we dont "KNOW.

Put the SBTX takeover theory to the test. Lets compare it to ITV (as many of you know I invest in ITV).

Both ITV and SBTX have vague takeover rumours.

If you look at the trade volume in ITV in April you will see massive numbers of trades compared to other months - see top right of your laptop screen

(alas you will need to be logged on to advfn to see)

https://uk.advfn.com/cmn/fbb/thread.php3?id=46838248

Now compare to sbtx, the same picture is true for EARLY April but it has tailed off since (Its harder to see as its about 4/5ths down my SBTX thread).

Of the two possible takeovers (or major corporate action) within 2 months I'd say ITV might edge it slightly. But if you say THREE months, I'd say SBTX...

Or put it another way ITV has been rumoured for takeovers for about 10 years and nothing has happened.... YET but now...

SBTX is still a schrodinger share..... We just do not know.

I asked google AI what could happen to the demand for Zenakine based on "scotch eggs":

(they are impossible to buy in many places in Surrey):

"

The recent UK scotch egg shortage is primarily due to increased demand following a government classification of scotch eggs as a "substantial meal," which allows them to be ordered alongside alcohol in certain areas. This classification, implemented during pandemic restrictions, led to a surge in orders from pubs and the food service industry. Additionally, a broader national egg shortage, caused by factors like bird flu and high production costs, has also impacted the availability of scotch eggs.

Here's a more detailed breakdown:

Increased Demand:

Scotch eggs were designated as a "substantial meal," allowing them to be paired with alcohol in pubs and restaurants, leading to a significant rise in orders.

National Egg Shortage:

Bird flu outbreaks and rising costs for egg producers have contributed to a nationwide shortage of eggs, impacting the availability of scotch eggs.

Supply Chain Issues:

The increased demand and the egg shortage have put pressure on the supply chain, making it difficult for producers to keep up with orders.

"

I bought today...

It seems to me it pays a nice dividend (about 7.5% yield), it has a low PE ratio and a market cap of £30M seems low for a company that will make about £4M profit.

And of course you get the potential of a share price recovery...

The action kicks in when results come out (April 30th?)

The Highgrove deal looks a potential winner too.

What do you think?

PS to make this graph work you have to copy the entire lot and put it in as a URL - you cant just click it (alas)

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^SBTX&type=1&size=2&period=9&scheme=&delay_indices=DELAYED_INDICES

Shy: re: rampers...

I was thinking, if Zenakine is as good as we think then the price should be heading back to what it was about 4 or 5 years ago - eg in the 70s (I know a lot of water has gone under bridge by now).... Would it be ramping to suggst, if Zenakine reasonably "biggish" (not gigantic) we might get back to the figures on this graph:

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^SBTX&type=1&size=2&period=9&scheme=&delay_indices=DELAYED_INDICES

Thanks AquaeSulis01:

ChatGpt said:

"

Yeah, it definitely could make you feel sleepy — especially if Zenakine (hypothetical or real) actually increases melatonin production significantly. Here's how it works:

Melatonin is your body’s natural sleep hormone — it rises in the evening as part of your circadian rhythm to help you wind down.

If you artificially increase melatonin during the day, your brain may interpret that as a signal that it’s nighttime, even if it’s not, leading to drowsiness, grogginess, or even a full-on nap vibe.

That said, how sleepy you get depends on:

How much melatonin is being produced — mild boosts might not have much effect during daylight.

How sensitive you are — some people feel melatonin from even small doses; others barely feel anything.

Environmental factors — if you’re in bright sunlight, your brain might resist the melatonin effect a bit more than if you’re in a dim room.

So, if Zenakine does stimulate melatonin and you use it during the day, it might make you feel drowsy, off-rhythm, or just kinda foggy."

Thanks Totdy,

So an elderly person who sometimes dozes during the day is not going to get any more sleepy - they will just have a better quality doze...

There is no extra risk of accidents etc.

Cheers Net.

One problem with applying Zenakine during the day is, if it makes you sleepy and you have a car accident (or any kind of accident) there might be court cases..

Thus I can see it being OK for sunscreen if lying on the beach but not for after sun lotions when you might be driving a car. It depends on how sleepy it makes you.... Not being a bio-chemist this area is a bit murky for me.

Anyone here know? How sleepy do you feel if you apply it during the daylight hours?

Cheers Net.

BernieBoy: Surely £100 a share is a bit too optimistic?

Chatting with google's Gemini AI in the US what differentiates sunscreen is its not used to make you beautiful but rather its used to prevent the "diseases" of skin cancer, and UV radiation damage.

Gemini agrees that Zenakine has some aspects of "drug" too but it is marketed at the cosmetic industry - but there is a vague overlap that is not yet tested in law. The difference is not relevant in the EU... but currently is important in the USA (as it currently stands - so, yes, it Zenakine is a Cosmetic, even though many uses of SBTXs lysate technology are explicitly medical.

Since the "big" cosmetic companies have had the product for months its probably safe to assume US drug authorities are either happy with it as a drug or they do not count it as a drug...

When you order Zenakine from Croda where does it say on its website that you are not legally allowed to add thee ingredient to sunscreen?

If it doesn't say it, then there is nothing stopping customers do it .

Obviously it does not always work and stuff needs cross referencing... Anyway its come up with this. Probably a red herring...

Boots sell "The Ordinary" in their shops..

"The Ordinary" contains: "LActococcus fermentlysate"

The Lactococcus Lysate is one of those associated with Skinbio Therapeutics.

"The Ordinary" is made by DECIEM. They are a major customer of CRODA.

DECIEM from their website are going to be a big "green" "eco-friendly" and

"sustainable" customer of CRODA.

https://deciem.com/en-gb

Its possible DEIEM are using some of the early release (pre-name) of Zenakine

in one or two of their products?

Probably NOT the Ordinary but in that ballpark..

Estée Lauder bought DECIEM in 2024...

I'm not sure if CRODA was a supplier to EL but via DEIEM it probably is now... As CRODA do still have that relationship with DEIEM.

DireComs: I dont think "pillars" needs a replacement. They should just get rid of it. The company (at present) is way too small for "pillars" and large companies never use such terms - big corporates use terms: "brands" or "markets"

This is how Croda describes its business model:

https://www.croda.com/en-gb/about-us/our-business-model