CRDA

25 days ago

Naughty Bear Tim Kempster schooled in GCSE science yet again by Stuart Ashman

Oh dear, oh dear, naughty Tim keeps pushing the sort od science that would shame my four year old daughter or perhaps even my cats in support of his undeclared short position in Skinbiotherapeutics (SBTX). He thinks Croda (CRDA)has spaffed £10 million for no reason as, I am sure he knows its business better than Croda does. Luckily Stuart Ashman is here to explain in terms simple enough for even Tim to grasp…

75 days ago

Tom Winnifrith Bearcast: an apology to an old stockbroker while a young one and I are are baffled, can you assist?

In today's podcast I look at Croda (CRDA) and Skinbiotherapeutics (SBTX), V22, Avacta (AVCT), the biggest threat to your wealth and it is not what Gary Newman et al are foaming at the mouth about, at Cleantech Lithium (CTL) and the disgrace at Anexo (ANX)

75 days ago

Skinbiotherapeutics shares sharply up on Croda 2+2 =27 speculation but who is selling?

Croda (CRDA) has a trading statement out today and the Skinbiotherapeutics (SBTX) obsessives are looking at how revenues from consumer care leapt by £18 million, Quarter on Quarter, to £255 million in Q1 2025. Natch they speculate as to how much of this is Skins related, bearing in mind that Skins would get a double digit margin on whatever is sold. I reckon the answer is “norra lot” but such speculation has pushed the shares up to 25.5p. Now here is my guess for the next RNS!

80 days ago

Tom Winnifrith bearcast: Optibiotix and weight loss pills and Skinbiotherapeutics and the Croda bid rumour

I discuss why the former is not, I believe a threat and why Optibiotix (OPTI) shares are so cheap and on the latter I comment on the idea that Croda (CRDA) might launch a cheeky 50p a share bid for Skinbiotherapeutics (SBTX). FWIW I think its unlikely although stranger things happen at sea.

105 days ago

Skinbiotherapeutics – just wondering about those interims?

Last year, Skinbiotherapeutics (SBTX) announced on 8 March that its interim results, to December 31, would be out on 22 March and they duly arrived on that day. To be fair to the bearded Geordie poltroon, Stuart Ashman, he has historically been jolly good about issuing an RNS to flag up when results will be out and past performance is, whatever the FCA says, very often a good guide to the future. But…

774 days ago

SkinBioTherapeutics – SkinBiotix additional formal studies, a short-term delay but enhanced outlook: STRONG BUY

SkinBioTherapeutics (SBTX) has announced on its AxisBiotix-Ps (psoriasis) product that it has commenced sales in Spain aided by the launch of a regional website and on its skin care active ingredient SkinBiotix that partner, cosmetics business of FTSE-100 Croda (CRDA), Sederma has noted ‘exciting’ additional benefits which means delays in monetisation. Is that good news or bad?

1415 days ago

SkinBioTherapeutics – ‘Business Update’, high margin profit potential moving materially closer

SkinBioTherapeutics (SBTX) has delivered a “Business Update” including that the commercial launch of AxisBiotix-Ps is on track for Q4 and has further encouraging potential, that SkinBiotix manufacturing scale-up with Croda (CRDA) is progressing to schedule and 30^th June year-end cash totalled £4.6 million. Sounds good.