Integumen Share Chat (SKIN)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Integumen	LSE:SKIN	London	Ordinary Share	GB00BYWJ6269	ORD 0.01P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+0.00p	+0.00%	0.605p	0.60p	0.61p	-	-	-	0	05:30:04

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
	0.2	-9.6	5.8	0.1	1.59

Integumen Share Discussion Threads

Showing 76 to 100 of 100 messages

Chat Pages: 4 3 2 1

Date	Subject	Author	Discuss
06/8/2018 14:36	Okay so from today, I am the new CEO of Integumen. There is a lot of work to be done which is underway. I look forward to providing exciting updates in the weeks and months ahead. I can't provide forward-looking statements, so just to confirm, I have committed investment of £50,000 of my own funds and 30% of my ownership in Cellulac. Watch out for updates in the RNS, but also for day to day information follow us on Instagram.com/integumen and facebook.com/integumen Twitter is @theintegumen Today is a bit like power increase when you put your foot on the accelerator. That is what I am doing right now on my first day GJB	gjbrandon	Read Full Thread Reply
20/7/2018 16:29	Thanks for your replies I will ponder	buywell3	Read Full Thread Reply
20/7/2018 16:22	@Buywell there are 39 shareholders in Cellulac. Management, founder investors along with the founders family would retain slightly more than two-thirds of Cellulac after this transaction.	gjbrandon	Read Full Thread Reply
20/7/2018 15:59	Who are the main shareholders now of Cellulac ?	buywell3	Read Full Thread Reply
20/7/2018 13:05	In the RNS it confirms they own 9.35% and have a 50%/50% revenue share of products sold, such as Omega 3 and bioplastic ingredients, and technologies licensed to third parties, through Integumen in the US, Canada and Mexico.	gjbrandon	Read Full Thread Reply
20/7/2018 12:02	So do Integumen SKIN own 100% of Cellulac ?	buywell3	Read Full Thread Reply
18/7/2018 15:04	I went for a few shares in the placing, admittedly it is a bit of a punt, but the results were always going to be a kitchen sink job and the market cap (pre-money) of £1.4m looked attractive. I was informed by the broker that the placing shares should qualify for EIS tax relief, so that provides a reassuring safety net, so good luck gjb I hope you succeed.	timbo003	Read Full Thread Reply
18/7/2018 14:23	@buywell3 The founder of Cellulac, who retired due to ill health back in 2015, passed away in April. His estate is in probate, and with the requirement to complete a substantial amount of administration, which included converting Cellulac to a private company to conclude the transaction, we had to initiate an alternative to the proposed transaction. The funding of £4m equity and £3m in debt was for the completion of a retrofit by Cellulac, at their production facility in Dundalk, Ireland. Cellulac will continue to privately retrofit their production facility in Dundalk, Ireland. Integumen is now the commercial arm of Cellulac, which was the purpose of the commercial license agreement we put in place. That is the reason I have taken over the Role of CEO and brought my commercial management team, across from Cellulac to Integumen.	gjbrandon	Read Full Thread Reply
18/7/2018 13:43	What has happened ? Dalkey-based health tech firm in reverse takeover Integumen and Cellulac set to combine with a £7.5m share placing in the pipeline Dalkey-based listed health-tech company Integumen has agreed a deal to acquire Cellulac,	buywell3	Read Full Thread Reply
18/7/2018 11:46	Here is an article I published yesterday on my rationale for getting involved in Integumen. hxxps://www.linkedin.com/pulse/profiting-when-markets-get-wrong-gerard-brandon/	gjbrandon	Read Full Thread Reply
18/7/2018 11:26	@philoosh I can't predict the time or day, but I can confirm this, which is in the RNS release. I put 30% of my holding of Cellulac into Integumen at 0.855p. I put £50,000 of my personal money into Integumen at 0.65p and more importantly, I am taking my salary, until further notice in shares of Integumen. I am not drawing a penny in cash from Integumen for a salary for the foreseeable future. If the CEO of a company does all of the above, do you think he believes the time is right to invest? So given that I begin on the 3rd of August, when do you think I will make a difference?	gjbrandon	Read Full Thread Reply
18/7/2018 10:45	So from a complete layman when is likely to reverse its trend because all I see is an 88% drop since the ipo.	philoosh	Read Full Thread Reply
17/7/2018 15:46	Buywell3. Labskin sells human skin testing kits and services and sales are growing. Products are accepted everywhere, including Fortune 500 companies. That is a seriously undervalued gem. The cosmetics in Visible Youth equally are seriously undervalued. In the RNS of Integumen. Cellulac year ended 31 December 2017, profit after exceptional items was £419,000, with an EBITDA loss of £44,000 and earnings per share of 2.76 pence. I am restricted in what I would be allowed to say for 2 reasons. First I am not CEO until August the 3rd and second there are disclosure rules, so apologise if I can't answer the last question.	gjbrandon	Read Full Thread Reply
17/7/2018 15:04	I looked at Integumen a while back(years) The idea was good , a human skin equivalent that could be used by others eg Cosmetics/Chemical etc Manufacturers , instead of using animals. Likewise, the use of an artificial human skin for Pharmaceutical testing of new drug compounds , instead of animals. However other companies , mainly USA , seem to have got their products accepted and sold first. Do you therefore think that SKIN has any value attached to it other than what has been recently acquired following the listing and monues raised ? What are the last 3 years sales numbers for Cellulac ? When do you plan to list ?	buywell3	Read Full Thread Reply
17/7/2018 14:05	Buywell3. Mentioned above Alltracel spent £22 and 6 years bringing a range of wound care and skin care products to the market. Integumen had already completed all of that and were available for a valuation of £2m. Myself and my Chief Of Operations had to keep under 29% to avoid triggering a Reverse Takeover of Integumen. Cellulac's last transaction and funding round valuation in 2015 was £15m. Since then we concluded the signing of a 5-year offtake agreement for $36m and completed the commercial scale production of Omega 3 at a partner site in UK. These are documented on the Cellulac website. The share price of Cellulac at the last round was £1.00. The shares for Cellulac were swapped for Integumen shares at $0.50. This is public information. However we felt that agreement had been made at a higher valuation of Integumen, which we believed was fair, so we lowered the Cellulac share price, pro-rata to what had been agreed was fair value.	gjbrandon	Read Full Thread Reply
17/7/2018 13:55	What part/bit of Integumen tempted you to take the 50% hit ? And what date are we talking about ?	buywell3	Read Full Thread Reply
17/7/2018 13:34	Buywell3. Cellulac has a number of peers that are listed. EuroNext:FALG and AVTX. I even took a 50% hit on my Cellulac shares to acquire part of Integumen, which goes to show you how undervalued I see it. As I mentioned above my expertise is taking a pre-revenue early stage research company with no cash, desperate for funding, 300,000 in debt, to complete 4 corporate transactions worth in 6 years. Take a look at the LinkedIn video. hxxps://www.linkedin.com/in/gjbrandon/detail/treasury/summary/?entityUrn=urn%3Ali%3Afs_treasuryMedia%3A(ACoAAAA-LgwB2xGkcfpmtFaw6-byN4tsKcH7vf4%2C1514972510949)&section=summary&treasuryCount=2	gjbrandon	Read Full Thread Reply
17/7/2018 12:14	Would you say Cellulac is your best bet ?	buywell3	Read Full Thread Reply
17/7/2018 08:51	As CEO designate of Integumen, I write this in my personal capacity before taking up my new position as CEO of Integumen in August. I am a very real person, very open, as can be seen from my Facebook, Twitter and LinkedIn pages (search for gjbrandon), Check out the social proof in the recommendations, not just the profile. Feel free to connect with me on those platforms, either personal or business. Social media is a great leveler. In the last 10 years, it has transformed investors ability to get to the truth and go way past the hype about the person behind any stock. Other than the social proof mentioned I would like to make the following comments. All investing is hard, because the market, as the investor Ken Fisher says, is the Great Humiliator. Market conditions, overall valuations levels, capital availability, exit conditions, all these things are outside the control of all companies, not least early commercial stage. I worry about many things, but one thing I do not worry about is the continued pace of innovation and the opportunity to build great companies, off of the back of great technologies, either new, wrongly positioned or badly managed. No single person, or even a small team, can be good at everything and so the key to building a great business is to be focused on what you are good at. My expertise is combining great technology advances and integrating them into viable commercial business opportunities. Focus has a real cost, there are deals I see that I do not just dabble in at all. However, Cellulac has been a 6-year project for me so far. Integumen is now part of that journey. It is not possible to build a range of cosmetic, wound care and skin care products that are ready and on the market for £2m. In fact in Altracel a total of £22m was invested. However, I have built a global distribution sales channel for the same type of products that are in Integumen. So the opportunity to get access to roll in the Cellulac bioplastic ingredients and natural oils into the cosmetic, skin and wound care products of Integumen was just too good an opportunity to pass up, for such a small price. The big loss you see in the Integumen accounts published yesterday relates to intangible assets and goodwill. This is just a paper loss. A cleansing, so to speak, before myself and my operations management who previously grew Alltracel integrate the Cellulac products and technology into Integumen. Comments about Alltracel miss the point. It was started from nothing, sales grew zero to £33m from 2002 to 2006 with EBITDA of over £2m by the time it was sold 10 years ago to Hemcon for $55m in debt and cash. Did shareholders make money? Yes. Day traders make and lose money, like any day trading activity. To invest well you need a big picture view, a proactive approach, not reactive. If decision making is at the core of management, bear in mind that fallible people have to make those decisions. People have opinions and can agree or disagree, but decisions are made in business that can make, or break a company. My personal advice on investing in small companies is this. The entrepreneur is the hero of any company. They are all in. There is no diversification. I put almost 30% of my own personal shares of Cellulac, that I built over the last 6 years, into Integumen. I subscribed for £50,000 of my personal money in the subscription shares of Integumen. Two other directors, each put in £10,000. Two investors in Cellulac also participated for £250,000. So if anyone invests in Integumen, my skin (pun intended) and other Cellulac investers are totally committed, like bacon at breakfast. I wish everyone who joins this venture good fortune. By all means, these boards are great for discussion, but use the social proof on the real people behind your investment decisions to underpin whether you believe in an investment for the next two to three years. Gerard Brandon	gjbrandon	Read Full Thread Reply
16/7/2018 15:20	LBO called it right LBO21 Mar '18 - 08:59 - 45 of 49 0 0 0 What is it they say about the definition of stupidity and repeating the same thing? This is Alltracel all over again and with the same people connected to it so why would we expect a different outcome except more shareholders losing more money.	buywell3	Read Full Thread Reply
16/7/2018 12:06	What the bloody hell happened now? ? ?	philoosh	Read Full Thread Reply
27/4/2018 12:30	Is that it now?? This a dead share ?	philoosh	Read Full Thread Reply
16/4/2018 19:30	raising 7.5 million. Is there a mug out there to take these shares?	cocker	Read Full Thread Reply
16/4/2018 07:46	last throw of the dice ? https://www.investegate.co.uk/integumen-plc--skin-/rns/proposed-acquisition-and-trading-update/201804160725049484K/	pugugly	Read Full Thread Reply
21/3/2018 08:59	What is it they say about the definition of stupidity and repeating the same thing? This is Alltracel all over again and with the same people connected to it so why would we expect a different outcome except more shareholders losing more money.	lbo	Read Full Thread Reply

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