Skinbiotherapeutics Share Discussion Threads

[belgrano2] 16/10/2020 22:50

one thing sbtx has is a pretty brilliant scientist in Cath. One thing that may slip everyones mind is why she went back into doing what she does and loves best, and let others with more verbal presence take the helm.

My view was then that they had spotted further new opportunities which have not been fully disclosed yet.
Certainly the microbiome is opening up some great new sectors.

[spartan attack] 16/10/2020 21:34

Good thing is, market should hold her steady around 16p for a few more weeks selling by optibiotix maybe....

[aquaesulis01] 16/10/2020 12:39

Worth listening to Stephen O Hara's view on the placing at 24.14 in the Opti podcast with Elrico

[manc10] 16/10/2020 12:29

decent article on sbtx by tw today

[gary hindsight] 16/10/2020 12:24

I am saying that as there is no reference at all that this is prospect driven. Hence my comment "However I don't see that in this announcement" in previous postSurely if it was at the behest of a prospect this would have been said and that wouldn't be breaching any nda. Why wouldn't you say that if that was the reason for the raise

[toyin] 16/10/2020 11:56

Gary, from the rns, this is just an example.

-- To explore the use of the SkinBiotix(R) technology in areas such as, oral and hair indications. Work has already been initiated in these areas but a greater commitment of resource is required to make material progress.

How do you know that a company has not approached them to develop a shampoo asap?

How do you know that that company only approached them a few weeks ago?

This is of course hypothetical, but you cannot say categorically that an opportunity hasn't presented itself.

[gary hindsight] 16/10/2020 11:44

ToyinThat's where I disagree with you to say a "opportunity presented itself". It didn't they just made a decision as a u turn to what he had said previously. In that interview he did say I would never say never for and gave example of a prospect wanting to fast track something which required investment. However I don't see that in this announcement at all it's just a change of tack to have some in-house r&d and stuff there had previously been deemed not necessary. Why did they change their mind that now it's needed? Plus if they have been thinking that this was needed it's only 2 months ago the price as 25p. If a third deal is nearby as alluded to by cenkos then why not wait until that is announced and see if there is a price spike. Indeed Stuart hinted that the next deal would have an upfront payment. Granted it may not be 4m but maybe less would need to have been raise

[toyin] 16/10/2020 11:20

I think SA will do an interview with TW to correct him. In the Shareprophets Share Show episode 3 @ 50m 40sec Stuart said, never say never to a placing “If” an opportunity presented itself, well an opportunity has obviously presented itself.

The way I see it, this is a very positive fund raise.

[atlantic57] 16/10/2020 11:04

I don’t think Stuart Ashman will be doing
Any interviews with Tw anytime soon following his comments on share prophets

[lovewinshatelosses] 16/10/2020 10:22

Bath01, a third position, which I think is at play right now, is the hold strategy.
I have made my feelings about the 16p fundraise known. I know that some share a similar sentiment, and others are seemingly pleased with the decision and not bothered at all about the price or the dilution it has entailed.
Ultimately as others have said, if we end up with the commercial success and levels of profitability that we hope to, then this will be just a minor bump in the road.
That said, if I had only just come across this company and saw our recent share price history, I would have only taken a small initial nibble, or even have waited to see if 16p held, while I would have gone in bigger had the raise been closer to 20p.
But that is just me.
AIM is so much about sentiment, especially for pre-revenue companies. Until you have the profits rolling in, you are a hostage to goodwill and shareholder support.
I remain long here, still with faith in SA (and of course the products) but they need to make sure they are seen to make very wise use of these new funds and keep the marketing and business development at high visibility, not go all quiet like many AIM lifestyle outfits do after the next round of funding has been secured (I am not saying we are one of those, but you get my point).

[aquaesulis01] 16/10/2020 10:15

Hmm, depends on your definition of near term I suppose. For me, near term is within the next 3 mths, but accept for others it may be days or weeks. Even so, we know there is to be a vote and probably a placing by 2nd November to grow the company, increase R&D funding and accelerate commercialisation opportunities, and by start of January 2021 the official launch of the psoriasis trial. We also know that ongoing discussions re new commercial partnerships appear to be progressing ahead of schedule and may even be announced shortly after a successful placing which appears to be a healthy set of upcoming news flows to me.

[atlantic57] 16/10/2020 09:34

I agree based on information in the public
Domain I would be a buyer at this share price
However in the absence of any news I don’t see any sharp rise in the share price near term.

[aquaesulis01] 16/10/2020 09:08

So Atlantic, if you had to choose between being a buyer or a seller at the current share price which would you be? The bottom line is, if you believe the science works, and will lead to a clamour for its ability to improve skin elasticity, and provide a benign way to tackle psoriasis (rather than use of sun lamps etc) in the not too distant future, in addition to the other opportunities outlined by the company, why wouldn't you fill your boots if you were a potential new investor in the company at a share price that will have a nought on it following successful launches?

[atlantic57] 16/10/2020 08:41

The shares have gone from 27p to 16.5 p in a short time frame!
The story has not changed .


However in the absence of tangible news I can’t see why anybody Would be in rush to buy the shares.

The price action suggests that to me if you buy at these levels then on an 18 month view there is good potential if the a company delivers.

Dyor

The Tw comments on share prophets won’t be helpful and I think any further interviews with SA would be welcome .