Member Info for R55DRG

Nice post Odysseus - hopefully so. Interested to see the subscriber retention rate is now quoted in excess of 80% - if memory serves me right it was circa 70% in the previous update.

More 5 star reviews added today.

There is a one star review posted today, 5 hours ago relating to non receipt of order. What I like is that Axis responded immediately (5hours ago) to say they have e mailed the customer twice and also tried to ring them more than once. This is great service!
I think the message is getting out there and it can only help sales via repeat orders and recommendations.

Phat - I have to agree. My hopes in the shorter term are also pinned on the Croda pillar. Axis created some froth last year but at the moment I’m not convinced this is going to take the share price back to the heady levels seen 12 months ago, certainly in the medium term, so we need another source to do this. The product obviously works and there’s even evidence the blend actually improves other conditions - some good reviews of late on Trustpilot evidence this too. I’m just not convinced the influencers are a) good enough b) have the clout to get this moving and c) we don’t appear to be getting the hits (see Facebook for some particularly woeful ‘like’ and ‘view’ numbers). I know some will say this needs time but the spectre of Opti looms large and I don’t want Skin to be another ‘manana’ share - I’m too old for that!
Is it time to look at alternatives with Axisbiotix? It’s clear that with current funding and staff levels it’s stretching everyone and maybe it needs a bigger partner to get this in front of people and also ease the burden on Stuart and the team. B2C cuts out the middleman but do we have the resources to exploit this? I believe in Axis and every time I listen to Stuart he inspires confidence in me.
I’m not a big investor (just over 40,000 shares) but I still think this has potential to be one of my better investments. If I’m being truly mercenary, I’d probably take an offer (at the right price) from a major player but putting this aside, it would be a shame because of all the hard work Stuart and the team have invested. This has potential to be a solid business and also offer the potential of a life changing product for people who are currently unaware of Axisbiotix - we just need to get this to their attention - we owe it to them.
I’m no expert - just my own personal thoughts!

Wac

It is relentless at the moment - strange pattern, as Bel says, a raft of small sells in the low thousands, then the larger trade just after hours. Also, a number of very low sells (15,16,17 shares) which has been a feature over the past few days almost as if trying to manipulate the number of sell trades.
Almost at the stage where they will have flushed out the weak holders and everyone else will be sitting tight.
I remain invested - I trust Stuart, the Axisbiotix product works, Croda should bring good news and the other three pillars are progressing nicely according to updates.
Just a shame that Skin is listed on the AIM cesspit but we all know how sentiment can shift quickly. I’m holding for better days.

Assume this 500k ‘unknown’ trade was a buy given the way the share price has held up given the number of sells today?

At the level of sales being seen , is this one of the IIs selling down?

‘Disappointing’ would be the launch being a total flop but we keep being told it’s early days and I agree, it is just that. The only doubt I have is that someone is privy to inside information because selling has been relentless. I keep telling myself that the company has a good product, needs time and if we can get the Croda launch up and running the last few days will just be a blip. The only niggle I have with this is that we don’t seem to have definite dates for Croda and it does seem to just keep trundling along. This share has been heavily ramped on this board but I don’t think that this would really have any material impact upon the shares as a whole. We all know investing is about timing and it can just as easily swing back with just a little bit of good news - hell we need it at the moment though! GLA

I think you did the right thing in selling. I reduced my holding mid year and have just watched this fall continuously since then. Communication continues to be a bone of contention with this company and I agree, as a shareholder why can’t I get information and updates without a third party input - it appears that anything positive (if there is actuallly anything) is classed as price sensitive so can’t be disclosed but this has been going on forever. Are we ever going to see the supposed potential this company had or is it just ‘froth’? Call me cynical but strangely enough, when Opti sold the last batch of SBTX, price sensitivity didn’t appear to be an issue looking at the recent trashing of the SBTX share price subsequent to this.

Traintracks - ‘interesting’ one this. Integumen has changed its name but prior to this had the ticker name SKIN. If you now type SKIN into the search facility it brings up Skinbiotherapeutix (SBTX). It must be an anomaly and whoever is responsible for website content at SBTX should have picked this up. Strange though how it can still generate a stock price for Integumen?

Clio - In fairness though at the time of the quote it was registration only. Interested to see the next update from SBTX. Some very good buying this afternoon after a very quiet spell, maybe there will be news next week.

All about psoriasis at the moment which is natural given todays launch. However, nothing about Croda which is due to launch shortly - understand this may be next week - Elrico is that correct?

Aqua - approx 8% down initially, but just done a ‘dummy’ sale and they are now offering 71.7p to sell.

He was a blatant ramper - supposedly introducing an institution via his business who were going to invest on a large scale. He gave himself away early on when he claimed to be in for the long term - a month or so later he was back on the board saying he had bought back in. Assume he sold out just before the news dropped never to be heard of again - won’t be missed.

Just a question on the appointment of Geoff Bell. Consensus appears to be this is a good appointment. I’ve seen the Dragons Den pitch by Shampooheads which was pretty positive, but what happened to the business? Shampooheads appears to have been dissolved around 2017. Any ideas what he has been doing since then - I’ve tried to research this but can’t find anything since that date.

Belgrano - thanks, it’s pretty clear we need some news, indications appear to be it will be good but just difficult at the moment seeing the share price drift lower. Keep the faith!

Hi Belgrano - I sense some dampening of your enthusiasm over the past few days. I always read your comments with interest since I feel they are balanced and backed with solid information. I know from your comments that you are heavily invested so there is definite risk for you. I just wonder what if anything in particular has got you ‘questioning’ Stuart and the business of late? I am not unduly concerned because I’m fairly sure my level of investment is far below yours but I also have been invested in ‘that other business’ for some time now and am similarly eager to ensure that the promise of sbtx doesn’t fizzle out and leave me locked in with the never ending promise of jam tomorrow.
Final comment - is there a ‘red flag’ in the seemingly continuous block selling of round amounts of five, ten and fifteen thousand shares.
I’d like to say more but trying to type on this site is painful!
Good luck and wish you well!

‘Rebarm’ - I think Belgrano is referring to information that is published by another poster to this site, Elrico. You have to pay for this via I think Lemming Investors. It’s good that Elrico ‘has the ear’ of Stuart Ashman but it’s something of a bone of contention with some investors that you have to pay a third party for information that should be readily available to shareholders.
Traintracks. - glad you mentioned about the Psoriasis website - this has been commented on a couple of times recently but you never seem to get a definîtive answer. I like you have been on the website but even doing a search with ‘keywords’ can’t find any reference to sbtx being listed as a partner. Guess it’s something else you have to pay for?

Second RNS issued to correct the error.

Ted - just take a moment to read your post of the 5 April and maybe reflect - couple of quotes from this below. Unfortunately this type of comment will leave you ‘open’ to a reaction.

‘great to rub it in to all those people backing Opti! Yawn!’

‘Yet people will still sit on opti and watch their money depreciate!’

Fitzy1000 - wise words. I want this to be a success like everyone but it’s the trial results that will define this. If the pictures are bona fine all well and good but in the meantime I will reserve judgement.