Member Info for Toyin

Clio, if you go to research tree and register you can read the note. But I wouldn’t bother.

Cavendish are useless and amongst other things as soon as I saw all the ebitda rubbish I knew TW will be giving us another kicking, which he did. So the company that pumps this rubbish out has also banned our CEO’s right to reply, you just can’t make it up. We need private investor interviews with Elric & TW to dig into the detail and ask the questions that need asking, it’s not about if you like them or not, or agree with everything they say, it’s the fact that they are private investors like you and I and they are on the same page. Institutions will not get the share price moving, that is down to pi’s like us, but because of Giles we have lost our ability to have some colour and context. I appreciate SA committing to Investor meet every couple of months but it doesn't work as well as a one to one. You ask a question, SA replies, the end, you dont get the ability to add to the question if the response isn’t satisfactory.

I am still very positive on the company, that hasn’t changed. I’m just extremely frustrated with the communication situation at the moment. SA cant talk to either of them and one has chosen to go full self destruct and he won’t stop. The nomad is there to protect shareholders like us, has that been achived, I think not. Well done Giles and anybody else involved, take a bow!

Apologies for all the asterisk in my previous post. Onwards and upwards!

For some reason my capitals are broke and links have died on my ipad. Hope this one works.

https://www.youtube.com/watch?v=TRYE5gPoI8A

Rant over (for now!)

aquae, i hear you, and totally agree with your post. we are all waiting for the tide to turn. cavendish are a bunch of useless ****s, that note was absolute **** and i am ******* fuming. hopefully some worthwhile news over the coming weeks that hasn’t been written by a bunch of ******* ******s.

i admit that this post will probably be incomprehensible, but that’s how ******* mad i am.

https://youtu.be/trye5gpoi8a?feature=shared

have a good weekend.

Aquae, that’s why I asked if anybody had any knowledge on Amazon stocking requirements. Thank you for your comment, very helpful.

Aquae, you miss the point. This site recommend 300-500 units of stock.

https://amazing.com/blog/how-much-inventory

If we say SBTX put 300 with them that means they have sold 288 boxes in the first two weeks.

I dont know how long we have been on Amazon Prime (I think its about 2 weeks but not sure) or what their stocking requirements are but I checked this morning and it said “Only 14 left in stock” then I checked 1 hour later and it was down to 12 in stock. If anybody has any idea on Amazon stocking requirements for prime customers that would be very helpful. But I would guess Amazon aren’t going to guarantee next day delivery if they only have a few boxes in stock.

Mad, from memory I think they have 6 staff which was mentioned in the presentation.

bel, let’s get one thing straight, soh has never helped sa out, fact. he has dumped stock when he said he wouldn’t and then ****ged him off to tw in an email. so you and your mates rates can go and look elsewhere. i can’t be bothered writing any more because your post was stupid, with ludicrous suggestions.

Thomas, because we are slap bang in the middle of an acquisition project, not a wise move in my opinion. Maybe wait for forecasts this week before we pass judgement?

Ody, Croda is 100% down to Croda nothing SA can do about that. It is extremely frustrating but we will have news early 24 re the trials, then hopefully off to the races.

I agree re the share price it is horrific and the funding doesn't make sense to me but I dont have all the facts. Re the acquisition, I shall wait for the forecasts this week and judge then as the figures we have now are out of date. SA says it is accretive, cash generating and covers its own financing costs. Let's wait and see.

I disagree on the failed launch. The original plan was to go with distributors but the company decide against this because of margin surrender etc, so they launched themselves. Am I happy with sales, no, but to get the product out there during a pandemic, I wouldn’t call that a fail. Disappointing yes, fail no.

We have lots of news coming shortly, forecasts for the acquisition, Croda trial results, Acne, Oral. Whatever your feelings are about SA, to replace a CEO at this point I think would be unwise.

I am extremely unhappy about the share price, this is very painful for all concerned but things can change quickly. This company is worth many multiples of where we are now just on Croda, now I know Croda isn’t a certainty but nothing is in investing, but we should remember they have been at it for over four years, thrown £5-6m at it and at the eleventh hour started trials to validate "additional unexpected technical benefits.” You dont do that unless you are going to commercialise.

I am certainly not selling and I believe it is extremely cheap where we are now. Investors are selling because they are upset with the CEO, in my opinion thats a bad idea, the company still has the science and opportunities it had this time last week. The company and its prospects haven’t changed.

Great to see we are on Prime as well.

Bel, in my opinion he doesn’t, he just doesn’t like SA anymore and I think he has thrown the baby out with the bath water on this occasion. He did soften his stance after listening to the presentation, but the damage was done. I understand his issue with the funding but we don’t have all the facts, what we do know is.

1. The acquisitions more than cover the funding costs.

2. Up to date figures next week, which will change the picture on this acquisition.

3. Once the acquisitions are complete, we will be break even.

Yet we lose 25% of our value in 48 hours, this is utter madness plain and simple.

Agree Aquae, excellent presentation. I’m looking forward to that rns next week when the penny drops that those figures for the acquisition are historical. I think TW has jumped the gun on this one, selling at this level is just madness in my opinion.

Thomas, no apology necessary. I will watch the presentation in the morning to get a better idea of what the plan is going forward. Also, I note that, "Financial year to date revenues and profits reflect upward momentum with higher revenue and improved margins.” So the figures in the rns are out of date by twelve months.

It’s certainly been a bruising day, I always find it wise to keep myself to myself before forming an opinion.

A section from the rns dated 30/11/23

“In August 2022, the first phase of the oral programme was completed and results strongly supported the use of probiotic strains or lysates in the prevention of gum (periodontal) disease. By mixing bacteria and lysates together with oral cells, data suggested that the cells were protected from the pathogens connected with gum disease and reduced inflammation. By changing the type and mix of bacteria to lysate created different levels and elements of protection, therefore, further study is required to optimise the mix. The research and development programme with the University of Manchester continues to uncover novel mechanism by which bacterially derived actives are protective in oral care applications.”

“Three different actives, and a number of components have been investigated with differentiated activities that offer a route to oral care products with different protective actions on the hard and soft tissues of the oral cavity. This current phase of the programme ends in January 2024 and the company will work with the University to publish relevant findings in H1 2024, and the remainder of the details of the next phase programme through to commercialisation. This lysate is different to that of SkinBiotix.”

I think as we have seen with Croda things can change, this science is extremely complex. You have to ask the question, do you want the ceo to give updates with information that is correct at that time, or him decide to stop because some spit their dummy out and post multiple times complaining or even worse contact the nomad and spoil it for the rest?

Lol, sorry thomas.

Anyway back to a proper company. Reel views now @ 103,017, plus as an e.g. one follower who liked the reel called psoria.skin, she has 975 followers, so as you can see, this has great potential as its definitely finding its way to other psoriasis sufferers.

Aquae, yes it certainly is, like you say hopefully we will get some orders out of it. It's up to 85826 views, so it's getting some airtime.

Well, all I know Aquae is the reel has been watched 55,911 times since it went up this morning.

Aquae, but your fact is flawed, on the basis that you need the followers to generate the engagement percentage. The law of diminishing returns.

"The higher the number of followers, the lower the engagement rate will be. Therefore, someone with 1,000 followers should have much higher engagement than someone with 1 million.

We will agree to disagree on this point.