Skinbiotherapeutics Share Discussion Threads

[kreature] 10/12/2024 11:58

Another investor meet? Why? Who is unloading this time ?

[pr100] 10/12/2024 11:16

Very good Investor Meet presentation/Q&A this morning – including confirmation that Skin's rake on the Croda agreement is in double percentage figures and that no further acquisitions are imminent.

[master rsi] 10/12/2024 09:32

Let's go, things are improving as the bid goes to 16.25p

Though the UT was 16.50p the the spread was 16 v 16.50p at close

[min ping] 10/12/2024 09:00

port thrives on the next big thing and Australia and the wider athletics world are buzzing with anticipation after a teenage sprinter shattered a landmark record and drew the approval of Usain Bolt.

The undisputed GOAT thrilled to the feats of new sensation Gout Gout. “He looks like young me,” Bolt posted on social media. His manager, James Templeton, told The Times: “He’s out of this world.” Gout, only 16, came up with the best line himself. “For me pressure makes diamonds and I guess I’m better than a diamond.”

[pr100] 10/12/2024 08:44

Some people forget that the beauty and personal care market is in the process of shifting to the kind of bio solutions which have been developed and patented by SBTX. So Skin's sub-sector should comfortably outperform the overall 3.8% projected annual growth rate - which is a healthy growth rate for such a well developed business.

Warren Buffet said that shrewd investors bought shares in spade manufacturers rather than gold miners. SBTX make the tools for Croda et al to go prospecting for nuggets. And since SBTX start from zero, it won't much matter to them whether the total market declines or not.

And while we don't know what the Croda deal will be worth, we do know that it is signed and sealed which is a huge turbo boost to get at today's cheap buy-in price - no matter whether year 1 revenues are £100k, £1m or £10m. Croda are convinced about the value of Skin's IP and have committed to buy. That in turn will grow the valuation of Skin's IP. It's on a plate. And it is very rare to get such a gift-wrapped investment opportunity in the micro-cap space on the AIM market.

While the future may see a fundraise to buy a new acquisition, Skin's CEO has stated that the Croda launch plan and forecast would make it unnecessary to ever again come back to the market for working capital purposes.

Sure, it's possible that Croda don't know what they are doing or that their forecasts have been inflated to get better terms or that Covid or WW3 will stop the world again; but SBTX have other fish to fry too.

All investments are gambles but I don't see many better punts around than SBTX.

[newsround] 10/12/2024 00:34

Croda will have to get another 630M in fresh finance for that. Seems like it may be worth it though. As long as only interested in revenues and not net losses of course

[kreature] 10/12/2024 00:23

Yeah, a saturated market with no gap in the market? Probably need multi millions of advertising and a Hollywood star just to get brand awareness of the slop or gunk, whatever it is