Skinbiotherapeutics Share Discussion Threads

[putinaire] 04/12/2024 19:25

So 2 million paid above market value on GW

Now i will have to guess the case for that. Forward looking financials. If anyone wants to argue that, show me the model inputs. Must be @SPecial. Remembering, it's a cash net sum total for the purchase - so you need to deal in forward op earnings.

How many years to recoup the GW?

[putinaire] 04/12/2024 19:14

Is TW back in-line now re calling them all strong buys again? I think he just has a yearly whinge for a week until his pay is aligned with the lemmings

[putinaire] 04/12/2024 19:08

I think the Americans are going to enjoy reading the financials on the weekend

[putinaire] 04/12/2024 19:03

Re point to the RNS data link it up to.

[putinaire] 04/12/2024 19:03

Just going back over the past 12 months of RNS's . Can somebody detail for me, what that is attributed to

[putinaire] 04/12/2024 18:45

HOld on. Im just going to talk to somebody that knows what they are doing. And we can look at some pretty pictures in the near future

[putinaire] 04/12/2024 18:40

maybe the earnouts are considered goodwill, like, to the bank account. Fk sake, confused now

[putinaire] 04/12/2024 18:37

Unless they did pay 2 million over the odds? who gets that?

[putinaire] 04/12/2024 18:36

According to my model, they are missing a -

easy mistake though

[putinaire] 04/12/2024 18:36

Shouldnt the valuation model have either said -2 million, or just giggled?

[putinaire] 04/12/2024 18:35

Paid a 2 million premium?

[putinaire] 04/12/2024 18:35

ummmm what?

[putinaire] 04/12/2024 17:00

Better tell the CEO to bring in his own coffee, or the cash raise will be early 2025

[putinaire] 04/12/2024 16:59

Operating loss £2.9m (2023: loss £3.0m) with increase in sales balancing the increase in headcount costs

Always important to balance the books yearly

[putinaire] 04/12/2024 16:55

Where do you start here? Blackrock would have ripped their eyes out, 15 seconds after release

[putinaire] 04/12/2024 16:53

Turnover number looks great. translates to 4 millions losses per norm i guess

[putinaire] 04/12/2024 16:51

Putinaire - 12 Nov 2024 - 12:27:55 - 20326 of 20620 SkinBioTherapeutics PLC - Multi $bn skin health opportunities. - SBTX
It's always great 2 split financials into 2 halves

1. Actuals and performance horrendous

2. Footnotes and acquisitions amazing

I's just tradition, YoY

NO point breaking with that now

..........

Might as well start with the notes

[putinaire] 04/12/2024 16:44

Ummmm just as well the seller got loads off this morning. A lucky delay

Let's focus on H2 2025. And see how much worse it gets