Skinbiotherapeutics Share Discussion Threads

[parob] 21/4/2018 08:30

What MC do peeps think we will be looking at should the human trials be successful in Sept?I'm thinking £50 million which would equate to a share price of 42p.

[onedayrodders] 20/4/2018 12:36

considering the recent rise not too many sellers

[bobalot] 20/4/2018 11:45

The company should be valued at multiples of todays value --- A MULTI-BAGGER

The broker noted that, with an average market capitalisation of £73mln for the basket, SkinBio - currently valued at £13.65mln - is significantly below that level.

[bobalot] 20/4/2018 11:30

As a summary Northland have said the business has been de-risked and is now grossly undervalued after a year of significant developments and huge interest from big corporates like: J&J, Proctor&Gamble and L'Oreal.

[bobalot] 20/4/2018 11:12

Here is an extract of the Northland analysis:

The broker noted that the microbiome is a growing area and is attracting significant interest from large cosmetic and consumer goods companies, including L’Oréal, Procter & Gamble and Johnson & Johnson.

Dr Cath O’Neill, CEO of SkinBio, in collaboration with Professor Andrew McBain of the University of Manchester, first began investigating the role of the microbiome in skin health.

Their proof-of-principle research focused on the use of probiotics, beneficial bacteria, to improve skin wellbeing, including barrier strength, wound healing and infection control.

In 2016, AIM-listed OptiBiotix Health PL (LON:OPTI) – an healthcare company developing nutraceuticals which modulate the human microbiome - recognised the commercial potential of O’Neill’s research and acquired the technology and associated IP from the University of Manchester.

OptiBiotix subsequently chose to spin-out SkinBio as a separate entity to crystallise the value in the business.

Northland concluded that, in its view, SkinBio’s market capitalisation has not risen to reflect the progress in operations demonstrated by the year’s milestones. Therefore, the broker thinks, the company is significantly undervalued.

www.proactiveinvestors.co.uk/companies/news/195382/skinbiotheraputics-significantly-undervalued-despite-having-demonstrated-significant-progress-195382.html

[bobalot] 20/4/2018 11:05

That's not too surprising as the cosmetic cream sector is valued at $100 Billion USD + all the Lotion and Toner applications.

We can expect the company to become valued at multiples of today's MCAP which is sitting at 13.1 million.

[parob] 19/4/2018 22:03

Northland Capital believes that SkinBioTheraputics PLC (LON:SBTX) is "significantly undervalued" amongst its peers despite having demonstrated significant progress since its IPO almost exactly a year ago.In a note to clients initiating coverage on the microbiome skincare company, the joint 'house' broker noted that, as SkinBio operates in a new therapeutic area, there is little market data in the sector.As a result, Northland said it has compiled a basket of comparable peers operating in the microbiome space, or in the cosmetic goods sector.The broker noted that, with an average market capitalisation of £73mln for the basket, SkinBio - currently valued at £13.65mln - is significantly below that level.

[elrico] 19/4/2018 21:41

SkinBioTheraputics “significantly undervalued” despite having demonstrated significant progress
14:20 19 Apr 2018
In a note to clients initiating coverage on SkinBio, the joint ‘house’ broker noted that, as the skin microbiome group operates in a new therapeutic area, there is little market data in the sector

#SBTX #OPTI 42% HOLDER - The broker noted that the microbiome is a growing area and is attracting significant interest from large cosmetic and consumer goods companies, including L’Oréal, Procter & Gamble and Johnson & Johnson.

[rathean] 19/4/2018 09:05

Only chart resistance I can see are previous highs circa 14.25p. Free shares inbound from OPTI later this year as well improving liquidity, all good.

[bobalot] 19/4/2018 08:57

Even British Bulls are recommending this as a BUY:

Signal Update
Our system’s recommendation today is to BUY. The BULLISH KICKING pattern finally received a confirmation because the prices crossed above the confirmation level.

[parob] 19/4/2018 08:31

Looks like we're in for another good day here. Perhaps realisation setting in that the MC is cheap especially as the company is targeting commercialisation in huge markets later this year.

[2350220] 19/4/2018 08:29

Funny how this Investing life goes.
A few weeks ago I was underwater between 35-40%, and today I'm almost at B/E for only the 2nd time since buying in.
Here's hoping we can finally hold onto these lovely gains.
John

[bobalot] 19/4/2018 08:25

This stock has been completely DERISKED THIS WEEK. And the MCAP is almost 18 million.

AND SBTX triggered a breakout alert this morning.

[shrewdmole] 18/4/2018 22:10

Why is there talk of end of month targets?

Aim is short termist so people buy and sell and jump all over losing money to the brokers.

This is one to take a really good look at and decide whether one likes the risk/reward.

£5/6/7m cap is nothing when you look at what they have already proved - not an IMM awaiting a blockbuster, the science is there.

Always a risk but at such a low cap I'd take that risk and I will be doing more risk taking.

S

[slartybartfaster] 18/4/2018 20:23

Very bullish Parob. Thanks.

[parob] 18/4/2018 19:50

Directors Talk interview with Cath out today: hTTps://tinyurl.com/yb7yz98d

[bobalot] 18/4/2018 17:06

Good trading volume today, the ASK finished at 11:90p during a late surge in the share price

Volume 1,188,766 Avg. volume 253,503

[winchcombe] 18/4/2018 16:22

Here we go looking better.

[rathean] 18/4/2018 16:19

Damn wish I'd bought more at 8.5p, strong rising channel reinforced by this move... exciting where this might go before end of the month.

[onedayrodders] 18/4/2018 16:16

After today with OPTI this is just what I needed to lift the spirits and bring back some belief in this game.

[parob] 18/4/2018 16:16

Paying over now. Looking good.

[bobalot] 18/4/2018 13:47

Volume today is way above average, we may enter a steep upward channel fairly soon.

Volume 929,803 Avg. volume 236,371

[parob] 18/4/2018 13:38

Buy after buy flying in and still under the radar. This feels like it could blow soon, just like N4P did once it broke 12p.

[bobalot] 18/4/2018 11:01

Very interesting interview:

'Huge milestone' for SkinBioTherapeutics with cream formulation success

Dr Cath O'Neill, chief executive of SkinBioTherapeutics PLC (LON:SBTX), tells Proactive Investors the 'cream' formulation of its SkinBiotix technology has passed effectiveness studies in models of skin.

[onedayrodders] 18/4/2018 10:04

I take it back what I said yesterday about the gel and lotion will follow in separate RNS's.

After hearing the proactive interview my take is they are actually not overly bothered now the science works in a formula. This is all they need to take to trial and sign licencing deals.