Skinbiotherapeutics Share Discussion Threads

[putinaire] 09/12/2024 14:30

It all sounds great re a relationship with a big company blah blah

But OPTI has had 'relationships' with those having far more distribution channels etc

Surely worth a thought. Esp given they run SBTX, fully

Was often hard to evidence that but looking at OPTI's response to PBX you can safey assume it now. Esp when they seem happy with this dude here. Albeit, they made millions from him taking instructions so no surprise haha

[putinaire] 09/12/2024 14:27

It's staggering how many are trying to flee the ship at Croda in recent times. Isn't it? Lol

[putinaire] 09/12/2024 14:25

Usually in a board meeting at a place like Croda, that decision comes when they can't see future revenues/demand for all the plant production, suggesting it comes back anytime soon.

[putinaire] 09/12/2024 14:23

I think you missed the whole point on demand really re at croda.

Also, you do not tend to shut down operational plants for a 1 week outlook really.

[pr100] 09/12/2024 14:18

Croda's Q3 report shows improved YoY figures even factoring in an unhelpful currency hit of £14m. And the £/$ is about to swing strongly in their favour.

[putinaire] 09/12/2024 14:01

It is a pity i do not speak English. But never fear. I found masters of the language.. Americans lol

[putinaire] 09/12/2024 13:59

So, im sorry but my conclusion is simple. Only a knut would be telling people to buy this YoY. And there is no share price value that can change that.


'A past product launch that spiked price, and let opti dump near on half the float on gerbils at extortionate prices. Once done? Back to single digit share price for cash raises and CLN's.'

Your best hope here?

THE HUNT FOR MORE GREEN GERBILS

[putinaire] 09/12/2024 13:58

Lets look away from SBTX and consider the market cap broadly

You can't win. Statistical fact for investors.

[putinaire] 09/12/2024 13:57

Just a thought but a lot of companies already have products out there, no classified data and decent revenue projections etc etc. Even ftse 100 or a little company etf that's had all the vetting done.

Surely a better idea ? Than paying for somebody else's next holiday 1st class flight to India or Bora Bora really.

[putinaire] 09/12/2024 13:55

Il go do some other research for us. Try find a reason to buy. A big drill into all financials etc by special software.

catch up after xmas

enjoy

[putinaire] 09/12/2024 13:54

Also note, the desk manager will look at past RNS's, and soon conclude that you cant really believe a word from this lot.

So you need to go a bit deeper

[putinaire] 09/12/2024 13:48

Old saying in markets

'How to not get caught up in categorical and numeric lies in the future?'#

CLASSIFY ALL RELEVANT INFO

[putinaire] 09/12/2024 13:45

Specific data on the number of failed product launches by Croda Group plc is not publicly available. However, the company has faced challenges in recent years, including a significant decline in profitability and sales. In 2023, Croda reported a 70% drop in pre-tax profit, from £780 million in 2022 to £236.3 million in 2023, and a 19% decrease in sales, attributed to prolonged destocking and a weaker macroeconomic environment.
MORNING STAR
Additionally, in October 2023, Croda announced cost-cutting measures, such as plant shutdowns and reduced shift patterns, due to lower-than-expected sales in its beauty care business and challenges in the North American market.
THE INDEPENDENT
While these issues may not directly indicate failed product launches, they suggest difficulties in product performance and market demand.

..........

Is this possibly a positive? Re all the cuts to plant operations and reduction of work hours? Is it a positive because they saw fit to scale up sbtx manufacturing etc, up?

[putinaire] 09/12/2024 13:44

As for Croda and it's 'secret' product and 'secret' forecasts that - re a product that they cant even make claims about...is that a first?

Because i am looking at some mega sized companies whom, during such phases, always let the claims be known. Re they never felt that claims were a threat to up to a billion invested in development work

So why does sbtx and co feel a claim would be a threat after a 50p study?

[putinaire] 09/12/2024 13:41

Ok so facts. Financials. Operations to date. Who made what from the last 'big launch'. And to predict revenues from there.

Must include similar style businesses that were acquisitioned etc etc.

Anyone?

Because im only seeing a deterioration in cash projections, no matter what revenues i input from acquisitions and such

[master rsi] 09/12/2024 13:32

Another move up to 16 v 16.50p ( was earlier 16 v 16.25p )

[pr100] 09/12/2024 12:37

I'm investing in:

1. Their patents
2. Their credibility/university link
3. Their relationship with at least one major global partner
4. Their multiple potential revenue sectors
5. Potential applications/markets they haven't yet mentioned
5. Their new manufacturing capability
6. Their provenance
7. The industry/legislative shift towards bio solutions
8. The big upcoming marketing event in April
9. Satisfactory results just published
10. Takeover target potential

[min ping] 09/12/2024 11:51

poor poor putinaire/sheedy

no family, no friends , no hope

[cielos] 09/12/2024 11:33

>>>>>> -" Putinaire 9 Dec '24 - 10:55 - 20749 of 20758
Mostly i post on it because i am entitled to post on it."

With the number of posts from you, most posters think >>>
>>>> YOU ARE NOT WELL ON THE TETE - head -

[putinaire] 09/12/2024 11:12

I can understand traders 'playing the game'.

But investors?

You have zero valid reasonings for that buy. Zero. Sub zero