Skinbiotherapeutics Share Discussion Threads

[slartybartfaster] 28/9/2020 13:35

It makes a change from seeing lemmings jump from one to the other.

[slartybartfaster] 28/9/2020 13:34

TW is behind the curve. No way will we need to wait 18 months for a commercial product. SA made it clear in his interview with elrico what he expected. Next year for both.

[slartybartfaster] 28/9/2020 13:31

Prob due to TW suggesting 30 to 40 bagger.

[lovewinshatelosses] 28/9/2020 12:55

Nothing that I saw nik, but OPTI also up nicely today so far, so assuming not representative of a rotation from one to the other. Anyway, splendid to see!

[nik7907] 28/9/2020 09:11

Has there been something in the press this weekend? Seems to be some interest this morning.

[lovewinshatelosses] 27/9/2020 13:48

I have been bullish before on other stocks and got soaked, when I could have doubled my money instead, had I not got too greedy. I am sufficiently bullish on SBTX to have changed my initial plans here and indeed increased the overall percentage of my portfolio; if we do get to £2 or more, I will still have retained most of my current holding, but 10% is going when the boss hits his first share price target and then another 10% for the second target. Probably the final 10% offload at £1 and then the rest stays in the pot until the end. But that's the extent I have dwelled on it. I am already at that stage with two other holdings but this holding is bigger than those two, so naturally I am hoping I have called it correctly :)

[shazbo] 27/9/2020 13:35

Also strongly encouraged people to buy at c.27 now c.16. 40% loss
Consistently terrible advice.

[shrewdmole] 27/9/2020 12:56

Lwhl

I loaded up at 6p but why top slice if you can see the potential of croda alone?

Yep 350% profit would have been good but my investments are for hopefully an early retirement so £2+ in a couple of years according to TW and I may review my holding.

TW latest comment says croda sales in 18 months but he’s way out. The production line is finished and the results have been replicated so I’d be surprised if sederma/croda haven’t already held the beauty pageant and best bids for first mover advantage.

I suspect new product development could even be in progress now with products on shelves in 6 months time.

Time will tell but I reckon there’s a lot more to come here.

[lovewinshatelosses] 27/9/2020 11:49

In truth, I would have top sliced by now if I had bought in around 6p, even with my optimism here :)
Hopefully you get your holiday of a lifetime in 2021, as surely we cannot continue like this for too much longer? Normally around this time of year I would have a winter break booked, but not this year. The ultimate first world problem I guess and shouldn't complain really. Good luck to you too.

[jansky61] 27/9/2020 09:01

LWHL - I've had a similar discussion on the OPTI thread. I believe in both companies and I've always tried to match my purchases to have similar amounts invested in each. Having bought a big (for me) lump of SBTX at just over 6p I ended up with 70% value in SBTX a couple of months ago. Look at it now, 10p down and it's now back to 55/45.
Who knows, both companies will prosper in the end but at different rates; it's just a case of patience. At present I can't spend it on my holiday of a lifetime anyway>

GLA and a good weekend.

[judijudi] 26/9/2020 23:01

🤷‍a94;️🤷‍♂ᥧ9;

[lovewinshatelosses] 26/9/2020 17:01

Thanks for your further thoughts Shrewdmole. With my OPTI shareholder hat on, I think it would only maybe be worth selling more SBTX for said mega launch, but only as a last resort, because I see enough future income potential in SBTX to consider it one of the crown jewels worth keeping under lock and key. Then again, I am clearly biased and my preferred company (at present) is SBTX, so I do not know if this sentiment is widely shared among other OPTI holders too, especially those without any direct SBTX shares like us. Anyway, roll on the next piece of news and in the meantime enjoy the rest of the weekend.

[shrewdmole] 26/9/2020 14:41

Lwhl

As Opti have stated each division will be profitable this current financial year and already have circa £1.5m in the bank I’d suggest the only reason Opti may sell would be for a mega launch and let’s not forget that cash flow is improving there so I can’t see it. Soh also will be aware of h1 next year for sbtx with sederma launch and psoriasis trials as well as any other ongoing negotiations. I just can’t see it happening unless it’s for the above reason and even then current improving cash flow should suffice.

SA is a closed book too so I would t rule out further news at any point.

[lovewinshatelosses] 26/9/2020 13:48

I remember reading about that a while ago. That said, does SOH actually intend to hold the rest now, in the fashion of a PI free carry? Great if so, but no disaster if not. If I was Stuart though, I would definitely be keen to know the answer to that question, if he can get it. Among other things, it may help with certain commercial aspects and planning. Just thinking out loud, nothing more.

[shrewdmole] 26/9/2020 12:06

Slarty is correct on this point.

They’ve got to just below 30% purely to avoid certain reporting If they list on Nasdaq I believe.

[slartybartfaster] 25/9/2020 12:31

No. This has already been covered by SOH/elrico. The reduction to 29.9% has been achieved for the stated purpose.

[lovewinshatelosses] 25/9/2020 11:35

Maybe they just want to lock in further profits here? This is not their primary asset of focus, if I understand correctly.

[gary hindsight] 25/9/2020 11:30

My understanding was that the last sale brought them to under 30% and was enough so avoid having to bring it into consolidated accounts and just recorded as an investment. Maybe the news item was poorly researched and they didn't realise it had already been done?Unless anyone knows better that a lower holding % is required but I thought we were there already

[lovewinshatelosses] 25/9/2020 09:22

Yes, I read that too, Bath01.
I commented previously how the Opti overhang here was the one cloud for me. It stopped me at the time from topping up further around 18p I think it was, then swiftly dropped to 14p or so, so I felt vindicated.
Then we had the fairly recent RNS that reiterated how positive this company is shaping up to be, and led to me holding all of my stock, rather than top slicing when I had originally planned to.
Even though I see this as a negative for us in the short term, share price wise (which does matter!) unless/until our own company start missing, I will retain the faith, as it is justified IMO.
It will be interesting to see how Opti go about further reducing their holding here. Bulls will claim it will offer some great top up opportunities at unfairly low prices. On balance, I am now inclined to agree, but nonetheless I still really would love to see a new ii or HNWI take a certifiable stake from Opti in one go, ideally at little to no discount on the current share price of course, to remove this drag.
It would also be good to know if Opti plan to dump the lot at some point, or retain a holding to some degree - but that is in their gift and they owe us no such assurances in any direction, as far as I am aware.
Anyway, lets hope for some more good news soon here. I do enjoy scanning the RNS list of a morning over a good coffee!

[aquaesulis01] 25/9/2020 07:49

I thought Opti had reduced their holding in Skin to a point where they could list in the US but does this article infer a further reduction is underway and they are the seller here?



OptiBiotix also exploring the potential for a dual international listing in the US or other markets. Preparatory work includes aligning its financial end of year with similar companies on other international exchanges, reducing its holding in SkinBioTherapeutics PLC to reduce the risk of having to include segmental reporting and enhancing its quality and reporting systems.

[lovewinshatelosses] 24/9/2020 13:08

I think that the tax (for the company, directors and investors) and regulatory differences of AIM versus main market means few AIM companies ever really want to transition over. Not sure that this is in the business plan here either - but if anyone knows otherwise, it would be interesting to hear.
Anyway, frustrating though this share price movement is, like others I too am going to add shortly. Am not sure if I should wait for 14p or settle on 15p. Before anyone jumps on my back - I would gladly not see those numbers here again, but it seems almost inevitable.

[judijudi] 24/9/2020 12:07

I was hoping so
He’s is everything you say
And more

[madaboutmed] 24/9/2020 12:01

No Judi. Someuwin spouting his usual nonsense.