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There has been a lot of analysis on the bonds, am very grateful for it because it confuses the hell out of me. Its a 3 year process as i understand it, so why the downer if croda delivers this year? I agree with Alex, the upside far outweighs the down. I think a few investors will regret their panic if we get croda commercial news. However, i understand some people will prefer to keep a watching brief until sbtx buying spree is completed and we know the full cost of the bonds cover for the project.
Hi,
It remains to be seen if my comments regarding SA weakness are harsh. As far as i am concerned we live in a period where protest groups dictate where companies even advertise, they bow too easily to a tiny minority. In this case, one tight sod grudges paying a poxy £35 for access to someones work. Think about this for a moment. Nick1978 wants free access to the hundreds of hours work for nothing and uses the pretext of the paywall. This a deception. Why do i claim this? I subscribe to SP, IC, Shares and Small Company Watch, and I do mean all, conduct interviews, and they are all subscription services, which means Elric is being targetted by a vengeful, spiteful troll. It is pathetic, and this is why i genuinely feel SA has proved himself a weak CEO. To allow one persons grudge over several months to dictate how he interacts with investors when there are plenty of alternatives is dam weak. As for the mini hitler, Giles, he should be sacked. I wonder what TW will think about his role in this. If i understand it, his SP has no future role in working with SA his subscribers which i am sure will be many 1000s will rely of pathetic proactive or even worse, vox platforms. I hope TW gets to learn one vengeful pathetic cretin has called a stop to him doing interviews with a CEO. I am ok with IMC because it forces a presentation which is another expense. Will our questions be answered or even get through? I have submitted more than 30 questions for 5 companies. Not one of them were answered. I submit they will be highly selective.
I repeat, SA is weak. He has demonstrated this with the manner he has dealt with Croda. He should have insisted on some form of upfront given they are more than 2 years late to commercializing the lysate. SA was in a box position but did not use his bargaining position, hence the small dilution, but these small dilutions mount up.
I was initially concerned because i thought Giles engineered a news blackout from Elric and Alex. As i understand it, nothing changes unless all podcasts are outside the paywall. It might be i have special privileges but i seem to recall they were only behind the paywall for a mere 48 hours. FFS Nick1978, grow up and get some meaning in your life you sad penny pinching twerp. The company has a duty to shareholders of course. It has many routes to to investors lemming investor and small company are just one of many. Only lemming and SP provided actual detailed analysis. Well done, you have lost all access to the both.
I prefer the written article because it's easy to make a note of specifics. My only concern is SA has shown himself to be a weak spineless CEO that has allowed a nomad to overstep his boundaries because of one small minded closed mind moran called nick1978. Pathetic. I don't know who is worse, nick1978 or SA.
Nick,
I do subscribe to lemming investor and small company champs. I value the content, each to his own. These type of publications save me many hours of research I do not have at my disposal. I was frustrated with the delayed update. I wrongly assumed Elric was allowing people to calm down. The truth was far more simple. He needed to specific content contained in his update to fact check with SA. I appreciate this and do not mind waiting for it. Even a CEO on a fat salary has family commitments.
Constantly moaning about only serves to note your bitterness towards someone you do not respect because you have a feud about the guild. I also had an issue with Elric many years ago. However, i found him to be gracious with his time and incredibly forgiving. Give us a rest from you constant moaning about paywalls and give Elric some slack.
No clnagers.
How about the confusion around the scale up. Toy in now says they have 20k scale up. It makes sense now because of the enhancements. Yet the rns tells a very different story. Who writes these rns reports. They need sacking. And why do we have a full time cfo when the revenues are barely that of a corner shop? The CFO is earning almost as much as the company is generating.
One for you elrico, if you have the nuts.
Has nobody got anyhting to say about the CFO being on £100k pa more than SOH? Nobody can blame this on SOH. This is SA looking after his mate. Also confused about the 200 litre scale. SA is on record saying they had scaled upto 20k litres over a year ago. Isn't this the reason why croda are performing clinical studies to make science back claims. FFS, this is a sht show.
Oleric
I can speak of person experience with elrico. We have classhed in the distant past on another site when i was more frequent and new to the forms. I took some of his comments personally not realising he has a dry sense of humour easily taken the wrong way. You do yourself no favours with your attack at every opportunity. Just a few days ago you were on your knees begging for elrico's assistance and when you get it, you hurl insults.
I think the cruise comment was an open invitation and not intended to be a slight against anyone. You and nick1978 are pathetic creatures. elrico should have kept the interview behind the paywall.
I found elrico to be a generous person with his time when i needed it. This meant he had to forgive my condescending comments, which he did. I doubt you could behave the same.
We should get confirmation of a dramatic reduction in cash burn every month in November. I think, once again, some investors are looking at the headline cash figure, extracting old money from it and arriving at the incorrect conclusion.
https://open.substack.com/pub/lemminginvestor/p/skinbiotherapeutics-plc-64d?r=kcv2o&utm_campaign=post&utm_medium=web
He told me himself via text. Why would it matter? Seriously, Elrico has been Opti's biggest bull/ramper for 5 years. If he is honest and tells readers via his blog he has sold everyone will think he knows something scary. Why has he not posted a rebuttal here of advfn? He is waiting to sell first then he will come clean.
My average is 47p. Have i lost money too? lth are playing the, er long term game because it is a fact lth have a better chance of multi bagging their investment than the fools that try to trade it. Idiots like dazah the guru and his mirror image rayrac will still be predicting dooms day multiple from here. Thats if you have not hidden under a rock by then. :)
So dazah, what happened to the big investment you had in OPTI? Yes thats it, you lost it in some other pos. :)
Is your agenda aimed at spooking investors? NEWSFLASH for you. You need to at least read as a credible investor, not read like a teenager writing poison letters because you were dumped. At least you are no longer attempting to appear you are invested, you clown. You are a stupid as rayrac, then you would be wouldn't you.
Roger, there is no filter option on lse.
I follow this guy. He is usually quite good. I bagged a few on the back of this.
https://lemminginvestors.blogspot.com/2019/02/bigdish-building-up-appetite.html
https://lemminginvestors.blogspot.com/2018/11/optibiotix-partners-and-products-as-nov.html