Skinbiotherapeutics Share Discussion Threads

[elrico] 22/11/2017 10:24

Bob - stop digging and give me that bloody shovel...

Significant Shareholders
As at 12th September 2017, significant shareholders that hold more than 3% of the share capital of SkinBioTherapeutics plc, and shareholdings of any other directors are detailed below:

Number Ordinary Shares %
OptiBiotix Health Plc 49,794,190 - 41.9%
Seneca Partners Limited 17,388,889 - 14.6%
The University of Manchester 8,511,438 - 7.2%
Dr. Catherine O'Neill 5,256,989 - 4.4%
Professor Andrew McBain 5,201,434 - 4.4%
Spreadex Limited 3,562,278 - 3.0%

End

I put it to you OPTI are the single largest shareholder which makes them what?
OPTI is the parent company, parent organisation, whatever terminology you want to use. Look up parent, and while your at it, look up subsidiary.

[bobalot] 22/11/2017 09:52

owenmo 22 Nov '17 - 00:35 - 885 of 885    1   0 (Filtered) IDIOT

OPTI don't have a majority holding which means it is not a subsidiary. AND NOT EVERYTHING IN THE REPORT IS RIGHT --- conjecture and opinion....not ironic.

[owenmo] 22/11/2017 00:35

I just learned how to filter rayrac and mmouse from Opti thread; think I’ll do the same here, if for different reasons, to bobalot. His huffing and puffing brings little enlightrnment to the board.

[pglancy] 21/11/2017 21:01

42% and WAS A SUB. I just thought it ironic you accused elrico of talking trash when he is the author of the report.

[bobalot] 21/11/2017 20:53

Not at all ---try reading all the published news on the SkinBio thread at least that is real news and not conjecture; like SOH saying he estimates the SBTX future worth to possibly reach an MCAP of 250 Million. Maybe it will, so lets wait and see.

One thing is clear, OPTI own 41% of SBTX which is not a controlling interest of 52% so SBTX is not a subsidiary business to OPTI.

[pglancy] 21/11/2017 19:34

It must be one of the most detailed reports you have read on sbtx. Update when there is something more substantial i would imagine. He has with Opti.

[bobalot] 21/11/2017 12:26

Thanks for that --- I have seen and read almost everything about SkinBio, here is the info on your link.

Skinbiotherapeutics IPO April 5 2017  

Published on Apr 5, 2017  

The Business · SkinBioTherapeutics was formed as a spin-out from the University of Manchester, with the scientific discoveries that comprise the Company's Technology platform (SkinBiotix®) coming from the work performed by Dr. Catherine O'Neill, the Company's CEO and Professor Andrew McBain · The Company has early mover advantage in using bacteria derived from probiotic organisms in order to modulate the skin · Proof of principle has been achieved for its SkinBiotix® technology in human skin models, successfully demonstrating the technology's three modes of action - skin protection, skin management and skin restoration


Just checked out the video pages of the report and it looks quite well balanced as of April 5th...but there has been quite of lot more developments and the risk aspect has reduced a lot since the health and safety approval.

So thanks for the link I shall read the rest later.

[pglancy] 21/11/2017 11:27

Have you read this bob?

[bobalot] 21/11/2017 11:21

This happens to be the skinbio thread....try putting your messages on the OPti thread as I am not interested in hearing about the free shares or much else about OPTI. I also know very well how businesses are structured and organised so stop trying to convince me or others about your own biased opinion...some of which I agree with and some issues I do not. Limit your messages to the OPTI thread...OPTI is now getting boring and irrelevant news.


I sold out a while back and will not be buying back in --- in my view SBTX is a better investment at these prices.

[elrico] 21/11/2017 10:31

What on Gods green earth are talking about, Bob? It is clear you do not possess even the basic understanding how a parent company spins out a subsidiary, retain a majority holding and can quite legally pass on a portion of the new spin out to parent shareholders, by way of a special divi, being just one mechanism. The established mechanism is "in specie divi" it has nothing to do with "overcome numerous legal hurdles" as you put it - though I'm sure it will be completed within a legal frameworks already established.

I'm sure many have invested in SBTX, but not for the over bullish reasons you portray. The added bonus is free SBTX shares AS WELL as my OPTI and initial SBTX purchase, though slightly under water, the free topup from OPTI will be a very welcome one.

As for the T&Cs, these will be set to protect OPTI shareholders dumping SBTX shares onto the market, which is to be expected. I'm sure some OPTI would like to flip and buy more OPTI and flip and hope to get SBTX even cheaper. Either way, OPTI CEO is focussed on protecting both OPTI & SBTX investors by controlling the in specie divi best he can and I'm sure Cairn and Finncap have advised on this.

[bobalot] 21/11/2017 07:04

If there is an established financial mechanism then OPTI would not be trying to overcome numerous legal hurdles. In my view any scheme that involves giving away shares in SBTX by OPTI will need approval by the authorities.

It is far better to invest in SBTX instead of waiting to see what the terms and conditions are attached to a special divi from OPTI.

[slartybartfaster] 20/11/2017 23:39

Is the penny dropping for bob. lol

[elrico] 20/11/2017 15:53

FCA approval not needed for an established financial mechanism and the lock-in period is widely expected and hoped for by most PI's I've spoken to.

[luminoso] 20/11/2017 15:26

Lock-in's fine by me. I am sanguine re both shares.

[bobalot] 20/11/2017 10:41

OPTi will most likely need permission from the FCA/ Prudential Regulation Authority ...however, it is commendable that OPTI are planning to try to return value back to LTH's. But, don't be surprised if there is a lock in period if the scheme gets approval.

[riskybusiness1] 18/11/2017 19:35

SOH quote from below interview link https://www.directorstalkinterviews.com/optibiotix-health-plc-lonopti-qa-ceo-stephen-ohara-aim-listing-skinbiotherapeutics-plc/412727698 'At some point, in the not so distant future, and we have stated this time and time again but just to restate it, we want to distribute value in SkinBiotherapeutics back to OptiBiotix Health shareholders, now, this is quite a complex process, and we're working with our advisers on the fairest way of achieving this.We can't give exact timings on this because as I'm sure you can appreciate, this is market-sensitive information but we'll probably link any distribution to shareholders over defined time periods for example, to shareholders who held shares continuously between two time points such as the start and end of a particular month. This overcomes the anomaly where a particular trader sells or holds a number of shares for a very short period of time and gains an undue benefit so mitigate the possibility of shareholders trading in OptiBiotix simply to gain a position in Skin, this time period will be retrospective so for example, if we were looking to distribute value in the Autumn then we'd link that to shares held over a period of time in the preceding Spring. So, just to reemphasise this is just an example, the mechanism, the timing of any distribution of value has yet to be determined and would depend very much on the SkinBiotherapeutics' progress and market conditions. Our overall aim is to ensure the best long-term approach of building value in OptiBiotix to the benefit of all its shareholders.'I think you mid understood my point in regards to the revenue - Skinbio revenue will be obviously booked with Skinbio accounts as it is a separate legal entity but will also show in the parent co Optis accounts as per my example with TATA group.If skin does well so does Opti and also my own separate holding in skin so hopefully we all do well.

[bobalot] 18/11/2017 17:26

QUOTE: From the sounds of things your going to be very surprised when Opti announce its plans to redistribute some of its holding in skin which has come directly from SOH

SkinBio is a separate legal entity and so will be its revenues which OPTI cannot access except through appreciated share values or future divi's if that ever happens..


TELL ME MORE FROM A DOCUMENTARY EVIDENCE SOURCE like an RNS or quality publication.

I won't be buying OPTI ...save your time and effort for the OPTI thread. I WISH YOU WELL AND HOPE YOU ARE RIGHT....BUT---

I am very happy with my large SBTX holding and expect it to perform very well.

[riskybusiness1] 18/11/2017 16:46

'Each time OPTI spin off a division the value of OPTI diminishes because IP and future revenues are sold leaving the business with less equity and income potential But they get a stockpile of shares in another listed legal entity'. Opti paid £250k for 52% back in March 2016 for the entire skin division. Its 42% holding is currently worth around £5m. In reality you've put all your eggs in one basket with Skin which will give a higher risk/reward ratio as a result. It is still a very early with skin compared to retaining your holding in Opti who are clearly beginning to commercialise on multiple fronts. Opti the parent company has diversified risk by entering multiple mass markets across a number of application areas in an exciting new area of medical science. You do realise when Skinbios revenues come online they will actually show in Optis accounts too? Take the Tata group for example and their subsidiary's who's worth more the holding group or the subsidiary's? Do they sell directly to the consumer or do their subsidiaries? Do you really think SOH would put a strategy in to play that diminishes potential in any way considering his moves so far?From the sounds of things your going to be very surprised when Opti announce its plans to redistribute some of its holding in skin which has come directly from SOH and not TW. This has always been a stated plan and is widely expected. TW has speculated on how it will work but people have wised up to the false information he spouts to cause hype.As elrico said we have a vested interest in skin so we are certainly not deramping just stating facts we have gathered from reliable sources.

[elrico] 18/11/2017 15:49

Bob - riskybusiness is one of the most respected posters, certainly no idiot. A very helpful chap and respects other peoples views. Your view that OPTI investors are deramping is illogical notion because they have a vested interest in SBTX via OPTI and most of them have bought SBTX as well because they believe in the science and trust SOH's opinion and business mind.

Like it or not, there is nothing to RNS on the subject of SBTX divi. At the moment, we are witnessing a series of admin events designed to tidy up the share register. Yesterdays warrants is one of them, AR will soon follow or risk losing his share of SBTX shares. I doubt this will happen, but even so, we are not likely to learn much before the 1st anniversary of SBTX IPO. I understand your distrusting of TW, but SOH is on record stating the in-specie will retrospective. Unless you have a reason to distrust SOH, then I can only conclude you know little of what you speak of as well demonstrating you do not understand the legalities around PI rights and duties of the BOD in these situations.

Different eyes see different things, I respect that, but you can't dispute the facts, you can ignore them, as you have chosen, which is your right. Abusing people for point out your failings is not the way to gain respect from people you seek to engage.

And of your double standards....I freaking hate hypocrisy. How many times have you posted SBTX topics on the OPTI thread!

Please don't filter me, it will break my heart!

[onedayrodders] 18/11/2017 15:48

you may not be ramping bob but you are regurgitating the same stuff day after day

[bobalot] 18/11/2017 12:28

Try looking at yourselves deramping "@00:37am and maybe shorting a losing bet and loungeact publishing his medical records on a thread --- not normal behaviour imo. ...

I AM NOT RAMPING JUST STATING SOME FACTS...and some facts about OPTI are unpopular for those wearing rose coloured glasses..muppets. Each time OPTI spin off a division the value of OPTI diminishes because IP and future revenues are sold leaving the business with less equity and income potential But they get a stockpile of shares in another listed legal entity that investors have been told by a share tipster called TW will be freely distributed to OPTI shareholders....if that is true lets see the documentary evidence/ RNS.

In my view, it is better for investors to buy shares in the spun out businesses without a lock-in period, priced at very low valuations and watch their investments grow far more than the eventual net worth of OPTI.

[owenmo] 18/11/2017 00:37

Yes lounge, very definitely one of these obsessive disorders in evidence, big time; more a rant than a ramp, I’d say

[loungeact] 17/11/2017 22:13

Bob has lost all credibility. It’s one thing being passionate, but this dude is acting like he has remortgaged his house and put everything in SBTX, so now he’s desperately ramping. No patience whatsoever.