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New Business Development Director started at Mobile Streams today!

Richard Brinkman update on LinkedIn.

(Has 26 likes and 20 comments already and was only posted 4 hours ago. Seems well connected!)

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Delighted to be joining a fantastically talented and innovative team at Mobile Streams as Business Development Director today.

Anyone that knows me will know that I have long believed that the better use of data and insight is critical to making better, more informed decisions. Therefore I am excited to be working with the Streams platform that uses AI to not create more data but bring together multiple internal and external data sources and then interpret it into concise and understandable insights affordably in real-time.

If you are interested in deeper insights into the behaviours existing and potential audiences and/or creating more engaging narratives with greater reach and resonance then please do visit www.mobilestreams.com or contact me for a demo.

A new wave of technology really is accelerating and enabling what was previously arduous, slow, difficult and expensive. Delighted that the answers are now realistic for so many industries and businesses.

FT article

https://www.ft.com/content/50714a0b-4d4e-4397-859f-b15303c6df2a

Strong Chinese demand puts copper in a bull market

Consumption of metal after easing of lockdowns boosts price by 20% from March lows

Copper, the world’s most important industrial metal, entered a bull market on Thursday, boosted by strong demand from China and hedge funds closing bearish bets.

The metal, which is used in almost all construction projects and white goods and is a big source of earnings for global miners, was up just over 20 per cent from its March low on Thursday evening, above $5,530 a tonne. At that level it meets the normal definition of a bull market.

And lots of news to look forward to:

“I look forward to updating investors on a NUMBER of developments NEAR TERM.“

Emmerson PLC CEO @HaydenLocke 'exceptional' feasibility study interview with @AndrewScottTV @proactive_UK

"Capex came down so much we actually decided to include a secondary project - the salt by product project"

https://twitter.com/emmerson_plc/status/1267375886946492416?s=21

In March 2019 Shard Capital had a share price target of 22p on completion of Feasibility study (see page 10 of this research note):

https://www.emmersonplc.com/wp-content/uploads/2019/03/Shard-Capital-EML-21-3-2019.pdf

This didn’t include the salt project at the time.

That presentation gives a great overview of the investment case and is a must watch for anyone considering taking a stake.

Seems very likely that OCP will be involved in some shape or form.

From the Alliance note. MOP prices are likely to be much higher by the time this is in production.

“It is important to note that the development of Khemisset is being played out against a background of forecast rising demand for MOP, while at the same time potash supply is becoming tighter as around 7Mt of capacity is expected to be closed by 2020. The spotlight seems to be increasingly focused on global mega trends and the need to feed the world’s rapidly growing population. As the cheapest source of potassium, it is not surprising that MOP is experiencing a consistent increase in demand annually. MOP prices are enjoying a resurgence but are still some way off previous levels. It does look as though Emmerson could be developing Khemisset with impressive timing, which will allow substantial value to be added consistently over the next few years.”

?In this short video, CEO Hayden Locke compares valuations of potash producing MOP companies. He has an in production valuation of £2.96 per share for Emmerson’s Khemisset MOP project. This does not include the SOP project valuation. ?

https://twitter.com/emmerson_plc/status/1176771534205202433?s=21

Highest close and highest volume in 3 months yesterday.

BigGib on twitter:

Recent guidance has always been H1 2020 which gives us the FS by the end of June so only a max of 5/6 weeks to wait if that’s the timeline?

Hayden response:

Thanks for the support! We’re a couple of weeks ahead of schedule, so I expect to be ahead of those timelines.

So I estimate the DFS will land between the 8-12th June, i.e between 10-14 trading days away.

The aspiration is to eventually reach a £500 market cap.

Here’s an interview from Feb 2019 before the current CEO was appointed. ?”Successor sought to build £500mln company at SkinBioTherapeutics”

https://tinyurl.com/y4epbrgo?

There’s clearly a lot of work to be done to get us there, but good to know where all this potential could eventually lead us should all go to plan.

Current market cap is £22M. Still lots of room to grow for the potential of the current deals. Plus we can expect more deals to land this year. Skinbiotix segment alone is targeting a £100+bn area of high growth. Then we have AxisBiotix, Medibiotix, Cleanbiotix and PharmaBiotix.

Great news.

Gives them more time to sort out long term funding, plus more contracts should hopefully land in the meantime.

Stuart Ashman presenting at the ************* Virtual Show on Saturday 9th May 2020

14th May 2020 12:29 pm

https://www.skinbiotherapeutics.com/stuart-ashman-presenting-at-the-share-profits-virtual-show-on-saturday-9th-may-2020/

Construction Enquirer. Boris wants work to restart on all building sites.

https://www.constructionenquirer.com/2020/05/10/boris-wants-work-to-restart-on-all-building-sites/

Itaconix cleans up with bio-based polymers

April 27, 2020

https://www.unh.edu/unhtoday/2020/04/start-it

Itaconix polymers are now found in major brands such as Greenworks, method and Resolve.

http://www.rbnainfo.com/brand.php?brandId=28

Resolve are a Reckitt Benckiser brand!

https://www.greenworkscleaners.com/

https://methodhome.com/product-category/home-cleaning/

Also worth mentioning that dropps use their polymers - they’re a detergent mail order company which could be doing well with people staying at home:

https://www.dropps.com/collections/laundry-detergent-pods

New podcast.

5/5/20

Vadim Alexandre, Head of Life Sciences at SP Angel discusses Skinbiotherapeutics (17 mins, 50 secs) and potential covid angle!

https://tinyurl.com/yd4rtwnw

https://www.emmersonplc.com/wp-content/uploads/2019/03/Shard-Capital-EML-21-3-2019.pdf

See page 10 of this research note.

In March 2019 Shard had a target of 22p for when the DFS is finalised. Since then we’ve had a placement (July 2019 - under 10% dilution), a 72% resource upgrade, news on potential 10% government subsidies plus news on the 2 additional projects adding a potential post-tax NVP (10) of $0.66 billion to €1.14 billion for the original project (total $1.8 billion).

During this interview on the 20th Nov 2019 (following the Croda deal), CEO Stuart Ashman says they could look to strike 5 deals within each of 5 segments, so up to 25 deals in total (from 14 mins, 15 secs):

https://soundcloud.com/user-957798193-127487236/chat-with-stuart-ashman-of

A reminder of the 5 channels:

SkinBioTherapeutics seeks to harness the microbiome for human health and has identified five channels in which it intends to develop its focus, encompassing both existing and new technology.

-- SkinBiotix (R) - the Company's core technology that is designed to promote skin health by harnessing the beneficial properties of probiotic bacteria

-- AxisBiotix(TM) - addressing the emerging area of science that is focused on the gut-skin axis and its role in various diseases

-- MediBiotix(TM) - this channel is targeting the use of the SkinBiotix(R) technology for medical device applications including the treatment of eczema and woundcare

-- CleanBiotix(TM) - targeting the use of the SkinBiotix (R) technology to address certain categories of health care acquired infections

-- PharmaBiotix(TM) - an extension to the medical device and AxisBiotix(TM) applications through a pathway of medicinal prescription registrations.

Key research links:

Most recent Stuart Ashman (CEO) presentation at Shares Investor Evening, London (Nov 2019).

https://youtu.be/o6PBI44Ppvk

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CEO Interviews with Elric - here’s the latest (27/3/20) - there are other interviews and articles on this lemmings site which are well worth a read - search SBTX in the search field:

https://lemminginvestors.blogspot.com/2020/03/skinbiotherapeutics-chat-with-ceo.html

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Cath O’Neil (now Chief Scientific Officer, previously CEO) in Feb 2019, before Stuart Ashman was appointed as CEO. Take note of the eventual market cap they are looking to achieve (18/2/20):

Successor sought to build £500mln company at SkinBioTherapeutics.

https://tinyurl.com/y4epbrg

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SkinBioTherapeutics inks commercial deal with FTSE 100 chemical firm Croda (20/11/19). Proactive interview with CEO.

https://tinyurl.com/sqlqn8z

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SkinBioTherapeutics teams up with Winclove Probiotics for psoriasis supplement (26/2/20). Proactive interview with CEO.

https://tinyurl.com/vhxn5ek

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SkinBioTherapeutics’ new boss has big plans for SkinBiotix (3/3/20)

https://tinyurl.com/yycfm223

I can see everybody having a place for [SkinBiotix-based products] in their daily regime in one shape or another. Why would you not use something that is clinically proven to make you either look or feel better?

Stuart Ashman, CEO

Worth a listen. (From 4 mins, 16 secs). Sounds like a lot of finance discussions have already taken place with a range banks, lending institutions and African focused export credit agencies - and there’s a lot of interest.

Mining Indaba 2020: interactive investor in Cape Town Pt 1

https://www.youtube.com/watch?v=MbyaENw7B-w

Head of Healthcare at SP Angel expects more news flow out of the Croda deal.

https://tinyurl.com/urd926n