Member Info for netcurtains

The first thing the new broom should do is get rid of that phrase "pillars" and all slides associated with it.

Its pretty naff and quasi childish...

Lets hope we get a corporate make over.

AuggieWren: 😀😀😀

Bigpunt:

I was wondering if the big buys yesterday were him buying more as an ex-director... But you're saying he is no an ex-director until there is an ONLINE RECORD in companies house?

Assuming that was posted today then does that mean he is a free agent from MONDAY onwards to buy or sell more as he sees fit?

Now Manprit is an ex-director can he now buy more SBTX? Can he sell?

How does the NDA now work in this case?

Thanks for any info regarding ex-directors and share dealing.

The new guy seems to be a bit of a specialist for takeovers and or management buyouts...

Some investors might not be aware of this (I wasn't).

Retinol is "sun sensitive" so it does not really work in the day light. It must be used at night.

With zenakine it should work at any time of day.... So zenakine could be mixed with sunscreen if you wanted... In fact it might be good to lie in the sun relaxing with zenakine...... You could not do that with Retinol...

To get the full flavour of the Retinol market we are going after:

https://www.harpersbazaar.com/uk/beauty/skincare/a63850665/how-to-use-retinol/

ChatGPT says the Retinol Cosmetic market is £1B

GB News - the channel for the elderly suggests the Retinol market is huge

https://www.gbnews.com/lifestyle/boost-collagen-skin-care-ingredients

The EU wants to cut Retinol and use more green solutions.

Potentially the market for Zenakine might be a billion.

Who knows how far it could go?

Minded: thanks for posting - but it doesn't help..

No what I meant by "insider trading" - if you own shares and are privvy to information that other shareholders dont know then how can you negotiate a price to sell those shares on information that others do not have? So that is why I think its insider trading to have a takeover bid BEFORE NDA ends.

I'm sorry my english is bad and no one seems to understand what I'm saying...

The LSE website says the board of directors do own shares. HAve I misunderstood? Did they sell them all before the NDA ?

Announced Traded Action Notifier Price Currency Amount Holding

14-Apr-23 06-Apr-23 Buy Manprit Singh Randhawa 16.03 GBX 66,778 455,060

14-Apr-23 06-Apr-23 Sell Manprit Singh Randhawa 16.00 GBX 66,778 455,060

14-Apr-23 06-Apr-23 Sell Stuart Ashman 16.25 GBX 123,878 455,060

14-Apr-23 06-Apr-23 Buy Stuart Ashman 16.25 GBX 122,517 455,060

09-Mar-23 06-Mar-23 Buy Manprit Singh Randhawa 22.75 GBX 86,387 153,165

09-Mar-23 06-Mar-23 Sell Stuart Ashman 22.75 GBX 89,472 278,165

Elrico, I accept that I might be wrong but from my amateur view, since the board own shares and options it would be insider trading (I think) if they accepted or rejected a bid while the NDA was in place....

Reason:

Because they will have price sensitive information that we do not.

The NDA also might affect Croda share price too.. So I'm not sure they can bid.

However a 3rd party no connected to the NDA could do a hostile bid (I guess).

Nick1978: If we treat the words of CEO's as gospel then obviously you are totally correct.

We cannot have a bid while NDA in place.

And the CEO has said it will be in place until either last few days of May or beginning of June (that bit was a bit muddled).

So yes, I read it as NO LEGAL BID UNTIL AT LEAST FRIDAY MAY 30th.....

So ideally , as shareholders we want the share price to rise as much as possible by May 30th to maximise any premium.

So that probably means ramping up that web screen scrapper software and chatting to mates trying to find any hint of Zenakine in the public or private domains..

Cheers Net.

"They see no reason for the fall..."

So now we are back to where we were...

Will it go a lot higher?

One assumes so.

Toyin: OK they say that Beauty Actives up strongly compared to last quarter..... But do we know why?

It is strongly but presumably not as strongly as last year.

It implies it might be due in part to Zenakine....

But we do not know.

"From recent RNS:

"management sees no reason for the reduction in share price on 8th April 2025. "

The share price is still lower than it was on the 8th of April - so even though it has risen it was higher only a few days ago.

I hope people are not ignoring the chatGPT tips so much they are forgetting that SBTX appears to be a good buy even if you dont use chatGPT.....

Dont throw the baby out with the bath water......

297,468 (or £65K)

That is quite a big bet that SBTX is the bees knees

Cheers Net.

"limited to what it can publish" - for all we know it scaled-up OK and then run into problems keeping it "active"....

All we can be 100% certain of is they took an extra year and run some more tests.

Anything else we can only guess.

AquaeSulis01, Thats your view, and if true also good. Its also possible that producing tons and tons of this particular lysate as an ACTIVE STABLE ingredient is not as easy as you make out...

I'm hoping this is the real reason - but if I am wrong your reason is good too.

Its also possible that its purely commercial - eg CRODA wanted to see how the LUCEANE ingredient did first before launching ZENAKINE..

We just dont know.

PS - ZENAKINE is still at the top of CRODAs recommended search

The BEST reason for a long delay, from our point of view would be if CRODA was building up the supply of Zenakine to meet the expected monumental demand.

We would not be told of that reason because it would be a trade secret (at this stage)....

Lets face it, that is the reason we ideally want the delay to have been for.

While they were building up supply we can guess, they took some time to do some extra tests and voila they found extra positives in new data.