Member Info for shychap

It won't be anything like that as SBTX would had to issue a trading update RNS. There isn't much point in trying to value the business until it has some history of orders and reorders from Croda, maybe in a year's time.

The MM is up to too much mischief today. The regulator has been alerted.

I'm no ramper, Bazzaman: I'm delighted when the SP goes down without any fundamental reason. We do have our resident rampers of course and perhaps they redouble their efforts when you poke them with a stick. Most BBs are the same – and most PIs know to ignore the hyperbole.

"Whilst Croda take all the plaudits on the Zenakine launch, absolutely zero compliments to the SBTX lysate which makes it all possible. Still that's what our trusted CEO signed up to, so what do you expect. Completely out of his depth when dealing with the big boys."

Bazzaman, you're living in dreamland. If and when it is appropriate for Croda to talk about the science, they will at least credit UoM; but they are paying us to rebrand the skincare lysate as Zenakine so won't be promoting SBTX unless it benefits them. It's up to us to make sure that all our other potential customers for this lysate know that it is Zenakine and that blue-chip Croda are fully invested in it.

As for being "out of his depth", SA had no choice but to agree to, and abide by, the Croda NDA if he wanted the Croda deal. I'm sure most shareholders think he did the right thing, notwithstanding the grief it is obviously causing you.

I fear you are wasting your time by constantly berating the man who delivered the deal of the century – a deal which other pre-revenue life science microcap CEOs can only dream of.

Yes, Croda seems be making good progress and we must assume that Zenakine has helped their Q1 figures to some degree. They haven't been selling it for long but they have such global reach and coverage that it wouldn't take long to rack up some big numbers for us if not yet huge numbers for them. They certainly have the power to make us very happy.

Interesting for me was their promo sidebar for Zenakine which doesn't mention the sleep benefits at all!

"Promotes skin longevity" • "Reduces skin fatigue and premature ageing" • "Enhances skin’s resistance to physical and emotional stress​" …but apparently doesn't help you sleep. Go figure.

I would love to know the script in the sales team presenters. It probably changes from country to country but it wouldn't surprise me if they were selling Zenakine hard as the new miracle anti-ageing skin treatment when they get into one-to-one presentations and that the sleep story was primarily to throw competitors off the scent.

A very upbeat presentation by Charles Sweeney who is not renowned for wearing rose-tinted spectacles. One day, Rodney, the market will latch on to this stock – sooner if the CEO follows through on delivering more RNS news.

As things stand, there is little chance of enough liquidity for me to sell any shares so I'm waiting for the takeover bid which I believe will come. Charles answered some of my awkward questions but studiously avoided the one about the appeal of NEXS as a take-over target. So maybe I'll buy some more.

Bazzaman, most CEOs have to selectively answer questions. PIs aren't entitled to answers to all their questions.

But for sure, some of the unanswered questions do need answers PDQ.

11:00am today.

"He's just a zero communicator who treats all shareholders with utter contempt"

That is simply untrue. Given the time and the ability to answer, he responds to PI emails – impressively in my experience. But I suspect he simply ignores any questions which require him to break the NDA to answer.

Unanswerable = unanswered

Parsons4, it would be irresponsible of him to breach the NDA and I'm sure that most mature PIs would be horrified if he did. Plus, we have already been told when that is likely to be lifted and when we will be given revenue disclosure. It's the many other unanswered questions that concern me.

Come to think of it, I would be surprised if there were more than 30 answerable questions after filtering out the dupes and the ones demanding insider information.

I am a staunch supporter of SA but he definitely needs to honour this commitment, however short of time he may be. I will give him until the end of May.

He says he can't cope with 300 questions but I suspect that the truth is that probably 200 of those are legitimately unanswerable at the moment, so it shouldn't be a huge undertaking to answer the rest – especially as he has an expanded team around him.

It is an important part of his job and he can't let it fester.

Zenakine isn't classified as organic.

I do happen to know about marketing and I can promise you that a seller who knows the name and address of every one of his 5,000 potential customers doesn't waste money advertising it to 50 million people.

Woundcare is a big reason why I'm invested. Before I bought any shares, I asked SA if this lysate could be built into a wound care ointment for pets as my beloved streetfighter cat was constantly coming home with scratches on her - not major enough to require stitches but very slow to heal because no dressing would stay in place and the cat would immediately lick off Savlon. I specifically asked for a pet wound care ointment which was foul-tasting so that the cat wouldn't want to lick it. He told me he would be raising it with his team that week.

I'm still waiting for it but I guess the human wound care market is big enough to be going on with…

TW likes the stock and holds plenty of OPTI shares in his portfolio so perhaps he just wants to believe SOH. He is certainly kinder to SOH than some.

I assume we will be there…

https://hpcimedia.com/sun-protection-conference/

Nick1978, I have it on good authority that Cavendish needed the 1m shares to close out a short position. Their alternative would have been to buy them on-market which would have driven the SBTX SP strongly north, benefiting all of us. Instead, they got them at mate's rates from SOH – who of course always needs cash. Thus, Cavendish profited at the expense of SBTX shareholders.

Why did SBTX hold onto the UoM TR1 for a week before issuing the RNS?

SA would be in big trouble with the regulator if he bought shares now. For obvious reasons, people with inside information are banned from trading.