Member Info for Toyin

Cp, I dont know how long you have been invested in sbtx, I suggest you go back and read through rns' and look what was promised starting in 2019.

Also I have attached a few Q&A presentations starting in 2020 to give you an idea of why LTH's are not happy.

30/11/2020 https://youtu.be/aomMufFD4iM?si=NHN3Pmj5FoNshfuc&t=1269

26/10/2021 https://youtu.be/5s68895i_Ds?si=sBxxOWSfQO7Vnv70&t=2439

29/03/2022 https://youtu.be/uT5I0DonCk8?si=iDJjsXAT1wiBQquV&t=2486

Cp, everyone is entitled to their opinion, good or bad.

I agree that the company will be a success due to Skinbiotix, but the fact remains we are in a four year down trend and you have to ask why. The business is growing due to bought revenues not because of organic growth, anyone can buy revenues, thats easy. The acquisitions haven’t performed as expected and we have had a flow of bad news, this is reality and why we are at 14p.

The only thing that will turn the tide is a clear update on Zenakine, if the negativity is to stop that is what is needed.

Seven weeks, three days, same thing!

Express Shelf Wobblers

We understand that the demands of business can sometimes mean you need things fast! In cases like these, we have the solution: express printing shelf wobblers!

With our express service, your custom printed shelf wobblers – designed with artwork you’ve supplied – will be created and delivered to a preferred address within just 3 working days. That’s 72 working hours from the point of ordering your custom wobblers, to getting them out on the shelves!

We can also send your B2B shelf talkers with white label delivery (none of our branding) so it can easily go directly to your clients. Not only does this save time and money – it reduces the number of deliveries and helps your business be eco friendly by reducing your company’s carbon footprint.

You just cant make this stuff up, its like the blind leading the blind. I suppose one should look on the bright side, at least we wont get a penalty for running out of stock!

Bill, I have explained on substack why you have lied about what I have said, be very careful going forward with your comments.

You don’t know me, more importantly you don’t know what I know. I suggest when Elric gets back from his weekend trip, you touch base with him privately about what I have just wrote.

I will not be replying to you again.

Gibs, Currys/Dixons. Obs was spot on.

We have over 20m shares unaccounted for since the placing, we have only one TR1 which accounts for 3,529,411 attached to DB. We also have big block trades going through since the day of the placing, including over 9m in two buys reported after hours on the day of the placing. These blocks have continued until very recently. Between the 18/6 & 11/8 the share price stayed in a range within 16-17p on days where multi million shares where traded. This is not normal.

The question I want answering is, why has somebody/bodies been buying so much stock after a trail of bad news. Tet down on Croda numbers, broker downgrade, dilutive fund raise then a FY miss on the downgraded note, missed Superdrug launch. Something not right is going on at sbtx. I am convinced a transfer of wealth has taken place over the last few months.

Bazza, I believe we do have a blockbuster. The problem is nobody has information on it, so cannot make an informed investment decision. A poster on SP summed it up perfectly. The guy is an ex VC so knows his stuff.

"I think a lot of people are confused or annoyed about this one. It’s all pretty opaque at the moment. I’m happy to hold, but not buy any more."

It's retail investors that move the share price and as we can see, they haven't been interested for some time, that is down to management, until they release the Croda revenues received, nothing will change.

Unfortunately the market doesnt work on hypotheticals, it works on facts and when you say you will launch early September and dont the market doesnt take kindly to that.

"The initial roll-out of both AxisBiotix products will occur in early September 2025 in Superdrug stores, which typically have higher sales of medicated skincare relative to the rest of its group. A phased roll-out to the rest of Superdrug's UK store portfolio is scheduled to commence in Spring 2026.”

Leap, it was four products, two haven't been developed yet. The initial launch is for Psoriasis & Acne only.

https://youtu.be/zTsjx6xFAMQ?si=91KgVSg5h1UZrpWJ&t=2860

Https://www.beautynury.com/news/view/109312/cat/10/page/1

Aquae, what about the website, what about social media. That could have been done same day, no excuses.

Ps, the packaging has a separate sleeve so could quite easily be printed on the sleeve, again, no excuse.

Ok, only one example, but very glad you brought it up, I can work with that.

I agree, a most important validation, something to be very proud of and shout from the roof tops.

So having taken a couple of years and a lot of hard work to get this validation and having received it over three months ago, what has sbtx done with it? Is it on the website, no, is it on the packaging, no, surely it must be on social media, no. So there you have it, one piece of good news and what do we do with it, nothing, square route of jack all!

Thank you net, you have just proven my point. I also rest my case!

Ok net, you bullet point me the good points I have missed over the last three to four months.

"Since we're not getting any negative news , its obvious that small investors are causing any fall in the SP... "

In the last three months, off the top of my head:

1, £4m 10% dilutive placing which we have zero information on how it is being used.

2, Big revenue miss even on a downgraded note which was supposed to be pulled or changed.

3, Missed Superdrug launch by two weeks as we speak.

4, No Croda numbers after we were promised.

Your right net, all the above is investors fault. Stay off the Kool aid fella!!

Https://www.linkedin.com/posts/croda-beauty_skincareinnovation-comingsoon-staytuned-activity-7376167198647586817-1r5y

Net, I know jansy has been a loyal, longterm shareholder and he has every right to be here and vent his frustrations.

The Axisbiotix-Ps product is too expensive for the standard of marketing that has been put in, it has been very poor, from packaging to social media. I use a company called WillPowders that I know well as an e.g. this is how it should be done.

https://www.willpowders.com/collections/electrolytes/products/electrolyte-hydration-sachets

Regarding the Zenakine deal, Cath was the one who initiated the deal and SA helped get it over the line, but make no mistake, if it had turned out to be a dud it wouldn't have launched. Croda have been in full control since day one and continue to be in full control, SA has zero input or muscle on this point. The Superdrug deal is indeed down to SA but we have zero information on it and the launch is late, this is a fact, so to portray it as a success for your argument is just plain stupid.

Any investor posting negative comments on a discussion board, do absolutely zero damage to the company or the share price, that is solely down to management, too suggest otherwise is just nonsense. If the market likes what management are doing, the share price goes up, if the market doesnt likes what management is doing the share price goes down, its as simple as that.

I think management have done a poor job and the market agrees, but I am not selling as I believe Zenakine will be a blockbuster product and management have no control over that.

To have a discussion you need apposing views, just because you dont like that apposing view is irrelevant, deal with it and stop acting like a cry baby.

Today, I would expect an initial bid of 30-40p, I would be fuming at anything less than 100p. We are in our infancy and once Zenakine has time to gain traction, who knows what the price could be. I just hope we get the opportunity to at least see some of that potential upside before getting taken out with a premature bid.

I appreciate there is the argument to split pillars, but nonetheless, it’s making me nervous sitting where we are.

That all depends on the exit price shy. If we where at 70p right now I would be ok, down here, not so much. We need some news asap to get out of this false market.

i told you croda management were ****!

while standard latitude master fund does not exclusively conduct hostile takeovers, it is an activist investor that is willing to employ tactics that can lead to a takeover, even against the target company's management. as the investment arm of the privately held industrial company standard industries, its investment strategy is to acquire significant stakes in companies and then press for changes to increase shareholder value.