OptiBiotix Health Share Chat (OPTI)

For clarity , he absolutely said that the tabletop sugar replacement was going to be us with the commercial partnerships to follow.

Veritas,

I thought he said the tabletop product was going to be launched by Opti first as a way to open the market up by increasing awareness of the product.

As for the pricing, there’s a (vast) middle ground between sugar and premium sweeteners. My point is that we don’t have to ability for a media blitzkrieg, we don’t have the ability to force supermarkets to create space for us and we probably don’t have the skill to create a viral phenomenon. What we do have, is a much lower production cost and the ability to compete on price.

If he meant what he said in that the aim of the table top product was to get to market fast and in doing so encourage commercial partners to start adopting Sweet, then our focus should be on creating as wide a customer base as possible NOT on squeezing each customer now. It’s short-term thinking. The real money is to be made down the line in commercial adoption and global markets. Selling now at a a competitive price is the correct decision.

Lastly, SOH is an intelligent and skilled man but he is weak in this area so I do not trust his thinking or instincts. I don’t think they are coherent for reasons stated above.

Hi Friedman, I dont think I or anyone else heard that they are going to market SweetBiotix themselves. What I heard was that OPTI are not a marketing company and they would sell through partners. On pricing its an open debate but I dont think you will find many business people looking to sell a premium product at a commodity price as it devalues the proposition. These discussions are interesting but the main takeaway for me is that investors have seen and tasted SweetBiotix and all reported its a clean sweet product slightly sweeter than sugar. Lets reflect on what has been achieved and look forward to a future launch and with it a rerating of the SP.

Aqua good point re Croda being in arrears - we'll see how things are in the H2 whihc will give an indication of travel. Still think it will take time to become a tangible revenue stream.

On OPti their ecom sales have been impacted by massive reductions in ad spend but now these sales are nesarly 4x more profitable and bilding back from a more sustainable position. The slide showed they are on track for not far off what they had last year but should be profitble. Importantly they haven't seen a like for like drop off in sales v ad spend becuase they have a good custoemr return rate from the cusotmer base they initially invested in quite heavily to acquire.

On Sweet he said quite explicitly they are not a marketing company and would do this via partners but with control of manufacturing. For a small company they have quite a good network of contacts with the biggest players in this space and also in applications i.e coke who have been actively involved in supporting them in developing a product suitable to their needs. It was also said they would do a mix of contract manufacturing themselves but also having large corporrates to manufacture however wanted to maintain control. At the end of the webinar also mentioned the DSM contact who is now interested in producing this with the new corporate company this contact went to.

Fried i wouldnt get too caught up on pricing, at the end of the day if a large partner wants to buy in major volume of this product negotiations will find the 'sweet' spot for all parties.

“ His decision to move towards marketing sweetbiotix himself, whilst a quicker route to market once regulatory hurdles have been cleared, is also a concern; how will he fund it to raise sufficient awareness outside the shareholder community?”

Especially seeing as he has the opportunity to sell it at a price competitive to sugar, and yet seems determined to price it at a premium so it competes with established sugar replacements.

One way he could gain traction is by selling it at a really competitive price, we are rightly told with pride that, unlike other sugar replacements, our cost of manufacturing is close to that of sugar, way cheaper than sweeteners, and yet we seem determined to give up this competitive advantage in order to chase the fast buck at the expense of wider adoption and the great, organic publicity that would come from that.

As previously mentioned,the NHS directly approached Optibiotix through the Hull University Teaching Hospitals NHS Trust to set up a double-blind placebo controlled clinical trial. The primary motivation is to explore microbiome-focussed surgical optimisation to lower hospital operation costs and improve patient recovery.

Surgical procedures, particularly cardiac operations, drastically decrease a patient’s gut microbial diversity and abundance, which is heavily linked to prolonged hospital stays . The NHS wants to see if six weeks of pre-operative consumption of the Wellbiome supplement can counteract this effect.

The trial evaluates if enriching the gut microbiome before surgery lowers the incidence of common, costly post-surgical complications.

If the pilot proves successful the NHS intends to use the data to potentially transition Wellbiome into an official institutional “standard of care “ across its surgical departments. While the actual test cohort only includes heart patients , the implications are meant to reach across the entire hospital system .

The NHS intends to roll out the protocol to other major surgical departments where long recovery times cost the health service an awful lot of money. So the potential upside if this trial if successful will be huge for Optibiotix. A successful outcome will transition this from an OTC consumer product into a clinically prescribed hospital requirement, unlocking multi-million-pound bulk supply contracts across numerous NHS hospitals.

It would also enable Optibiotix to pitch Wellbiome to international private healthcare groups and insurance providers in highly lucrative markets like the US and Asia.

Cheers Bk and lord, just shows how slow the wheels move with the NHS; see response to q1 in Q&A from the Investor Meets May 2023

https://www.investormeetcompany.com/meetings/investor-update-30

Thanks Bk2011. Knew I’d read it somewhere!

From the annual results statement -

The Group announced in February 2026 the beginning of an clinical study being carried out by Hull University Teaching Hospital to determine the effect of taking WellBiome® on cardiac surgery outcomes. The study follows an approach to OptiBiotix by the National Health Service (" NHS") to carry out a double blind, placebo-controlled trial that will evaluate the impact of six week pre-operative consumption of the supplement on time spent in intensive care, the overall length of hospital stay, the incidence of post-operative complications, and the potential cost savings for the NHS. This is an NHS led study which if successful it could lead to WellBiome® becoming the standard of care for NHS patients undergoing surgery.

Hi lord, I didn't think for one minute you made it up, however, the 2022 RNS Announcement and this latest trial are one and the same thing

Investor presentation and Q&A next Thursday

This response was on May 7th

I would like this developed by now to say we don't need approval because rather than we may not need it because.

"Hi,

This is a complex area but one we and our partners are familiar with having taken LPLDl through full GRAS (the US equivalence to novel foods) and SlimBiome through self affirmed GRAS. The majority of our partners dont believe we will need novel food status as the deconstructs are FOS and glycosides which are well tolerated. The uniqueness is the process which creates a cleaner, sweeter product as a fibre without aftertastes and valorises commodities like sugar. If you think about it logically you will always need to taste test products during development before any regulatory process so you know that the product is commercially viable. There is a strict process for this so we have to do extensive testing (microbiological, heavy metals etc) and structural analysis and this is what takes the time. We will be announcing the plans for the taste testing shortly."

LIR,

Can you remember what the slide said about Regulatory Approval because from my memory it was a step in the process which conflicts somewhat with what he said about not needing it.

I'm also not sure that it isn't required and I would like him by now to say definitively whether it is or isn't. I first raised this question months ago following points made by Aquae here.

Unfortunately my hearing is poor and having seen the camera and his microphone I assumed I'd be able to fill gaps in my hearing with the video that isn't coming out.

Letitrun - thanks. That appears to have answered things for now & put Aquae’s timing concerns to bed.

The regulatory question was answered pretty clearly. Having spoken to their corporate partners they believe the final product would have similiar structures upon digestion to Stevia glycosides & FOS (an existing oligosaccharide not a novel one). They mentioned that’s why they’re calling it ‘new’ rather than novel. It’s the production process with the enzyme that’s the unique novel part. This bypasses lengthy regulatory pathways however they are in process of confirming.

What is the sweetness content on a weight for weight basis?

Example is that in a beverage the difference would be by extra water at no cost.

For a solid food with need to meet weight standard any extra replacement has to come by non-liquid addition.

Maybe I am splitting hairs.

FS, thanks for posting.

It tastes good.

Had just a small amount of the loose sugar replacement stirred into water.

I was VERY happy with the taste and would love to use it. SOH time is early next year on the shelves. As with all SOH timescales we'll file that under wait and see.

Some questions over how it can be used. Good question about whether it can be used in baking and SOH thought not and wanted to hammer home that it wasn't a sugar replacement but a separate product. I think this is problematic. If it can't be marketed as a sugar replacement, will it be bought?

Disagreement in the room about how it's marketed. Someone suggested we learn from the porridge debacle at H&B and make sure that loose Sweet is marketed at a lower price point which attracts more customers. SOH and A.N.Other wanted it to be priced as a premium product which reflects its value.y feeling is that pricing it too high will limit its reach and repeat custom which in turn limits growth whereas out main approach now should be increasing awareness and price is a way to do that.

Lastly for now. I think Dr Sofia said it contains 5g of fibre for every spoon of sugar which is excellent.

Tbh, the trains are fine. No worse than usual

I had to cancel as advised by LNER yesterday not to travel due to risk of cancellations/delays. Unfortunate timing. Really wanted to try this and have emailed Opti to ask if they can send me a sample. Well if you don't ask eh?

Not attending, too much work. Can someone ask some hard basic questions on the lack of scaling and growth on existing products in a buoyant market, and exactly where they are with SweetBio with key decision makers and what are the criteria for these decisions.

A write up would be very appreciated.

Sweetbiotix tasting session tomorrow. Fingers crossed we get an Rns in the morning too

Yes aware of that Adnan, that study is focused on Cardiac patients, helping cancer patients recover from radiation treatment is a whole new ballgame

Adyan - yes, and that latest study was initiated by the NHS approaching Opti. Not the other way round. I see that as a very encouraging development.

AquaeSulis01, Opti are already looking at this with wellbiome.

See RNS - Clinical trial to evaluate the effect of WellBiome® on surgical outcomes and NHS cost savings

"This double blind, placebo-controlled study of up to 60 patients is designed to evaluate the effect of six-week pre-operative supplementation on time spent in intensive care, length of hospital stay, and the incidence of post-operative complications. The study includes a cost savings analysis to identify any potential cost savings to the NHS and inform the future use of prebiotics like WellBiome in improving health outcomes and cost savings."

Hopefully we hear results of the study in next few months.

Bearing in mind that:

Inulin is a common fibre supplement that helps the ‘good’ bacteria in the gut to grow. These bacteria can help reduce inflammation, so they may also help reduce side effects from radiotherapy.

NHS cancer patients are being given extra fibre in a new study aimed at reducing the unpleasant side effects of radiotherapy and potentially increasing its effectiveness.

Inulin is a widely-available prebiotic that supports the growth of beneficial bacteria that reduce gut wall inflammation, which is a major cause of these side effects.

Researchers hope symptoms such as diarrhoea, bowel bleeding and bladder problems that occur when radiotherapy affects neighbouring non-cancerous cells can be made less severe or even eliminated.

https://www.mcrc.manchester.ac.uk/dietrich-study-tests-high-fibre-route-to-reducing-cancer-treatment-side-effects-in-nhs-patients/

WellBiome is not “inulin plus a bit extra” — it is a multi fibre, multi mechanism system that delivers:

• Broader microbiome coverage

• More sustained SCFA production

• Stronger gut barrier support

• Better bowel regularity

• Immune, metabolic, and neurological benefits (via magnesium)

• Reduced toxic metabolites and improved microbial balance

Inulin alone cannot match this breadth of action.

So would have thought using wellbiome maximises the chances of success and would be worth trialling alongside inulin alone; question for SoH perhaps?

But why use Wellbiome which costs over £25 per month, just because it contains Inulin?!

You can buy 500g of Inulin powder off Amazon for £6.75 for 100 servings!...

https://amzn.eu/d/02ztuXHV

Next week will be interesting with the SweetBiotix presentation on Wednesday.

Could be the catalyst for an optimistic future outlook if they pass the taste test, and show that sweet fibers can be a healthy sugar substitute.

Sugar is a killer, and many health professionals will be keen to limit sugar in the diets of humans worldwide.

Most people who are aware of the downside of too much sugar try to limit their intake via those little pills in their tea or coffee, but don't like the after taste.

Lets see if OPTI have solved that issue with a healthy, acceptable tasting solution.

I've always said splitting off "LP-LDL" never made sense to me and never should have been been split into PBX, it should have just continued in OPTI. LP-LDL was the ingredient that was making decent money and was increasing, and I do believe OPTI could have been profitable with no need to raise anywhere near the amount of cash they have had to. Instead they've had to rely on Slimbiome which has been a big disappointment.

Instead it was split, the money LP-LDL was bringing in was now having to cover a new CEO pay and all the other staff the new company entailed. Instead keeping it within OPTI and just hiring someone who would dedicate their time on LP-LDL would have been a much better option.

I lost all trust in PBX when Steen diluted by ~33% when the share price was at it's lowest and I've never seen any reasonable explanation of why they needed the money and that amount. And from what I can tell from the final result on 30 March, they still haven't yet had to dip into the money raised (cash balance of £1.27m). Now would have been a better time to raise money if they needed as share price is much higher.

When I originally invested, LP-LDL and Sweetbiotix where the 2 main reasons (Skin was to a lesser extent, as that was really early stage then). Therefore I've never understood why so much effort was put in Slimbiome in all that time. When the others where much more likely to succeed.

Anyway, I hope there is now a big turnaround and therefore I will hold any further judgement until after 25 June when we should find out more on Sweetbiotix and it's commercialisation.

Steen's job is to maximise shareholder value. I'd say he's absolutely terrible at that job. In fact, I'd say he has made it his business to suppress shareholder value in order to enable his friend to buy up a large chunk on the cheap.

I'm fact, he is second only to SOH when it comes to destroying shareholder value as it was his decision to spin off PBX and agree to terms that meant shareholders couldn't effectively hold the management to account. An absolutely absurd scenario that we saw play out last year.

PBX listed on AIM doubles in value overnight....and makes it harder to sell on the cheap to the CEOs mates.

Apologies . And i do agree being on Aquis is no help. As you are also probably aware, PBX did change to a different level of Aquis exchange (Aquis Apex Nov 25) which again wasn't much help as far as I can see.

Steen said,

"We look forward to working with Aquis [Apex] and our shareholders to derive the maximum benefit from the Apex listing."

Unfortunately, doesn't seem like move to Aim on the agenda?

Martinu - I know it’s not down to SOH.

But if Steen’s as good as you say, surely he’ll see that staying on Aquis is an act of self harm for himself & fellow shareholders.

Awaiting game changing take over - that's what it is in my case

Siouks - do you actually still have a holding here?

If so, why? You clearly have zero confidence in management and seem to have dismissed Sweetbiotix as a potential gamechanger, so I can’t see why you’d remain even moderately invested.

If not, why waste so much time posting here?

Why he can't just like a normal human being in the interest of shareholders who he missleaded and robbed for so many years ( dry facts - share price ), sell the company to somebody who has heart and business skills to promote and develop OPTI to the same levels they were many years ago where the value was x 20 from today's price itself just on promises...

They have a product, but have no clue what to do with it so filling their pockets before somebody turns the lights off... at the end they will sell OPTI for pennies to somebody who will transform their products nationwide for a proper money as part of their own business, probably under different badge..

If there's a heavy seller it's probably Yorkshire Seed fund. They should have been out years ago anyway. Them selling yo would be a good thing for the stick IMO as they are committed sellers. Their problem is probably the dearth of buyers. There's simply not enough people who have any trust left in SOH's ability to turn this round and now that the family silver is nearly all gone except for the unsellable PBX, the incentives to buy have become lower still.

Further more going by multiple wrong decisions here...I won't be surprised at all if we see another RNS stating all SBTX shares were sold out after suspension was lifted at a price of 0.9 or so....

And SBTX will go up further more maybe even double as there are multiple signs calling "takeover"

Get a dry facts into consideration. It has been for ages with graphic direction one way - price showing the value. Yet again there is a heavy seller hiding behind reducing his holding quietly through nominee accounts...

Someone doesn’t seem to want it to up from here at moment. Probably a few more 50000 orders to move before it goes off again. Soon be off with a bit more buying.

Sounds positive but market not taking a great deal of notice. We must be due our 3 yearly jump. The mid-30s seems a long time ago.

Another response from Opti to adnan re takeover of Tate & L

Hi,

We are aware of the takeover of Tate & Lyle by Ingredion and you will note we indicated the increased M&A activity in the food & ingredient sector in the annual report. We have had a number of discussions with Ingredion who have a broader product offering than T&L which includes fibres and sweeteners. They also recognise the rise in fibre interest which wasn't the case with T&L. We are now being contacted by both national and international beverage, confectionary, and ingredient companies who have recognised the need to move beyond sugars and sweeteners. Of particular interest is the ability of our new enzyme to valorise sugar into Sweetbiotix -converting a commodity in decline into an on trend sweet fibre. The time is right for SweetBiotix and we believe we now have a cleaner purer product with unique characteristics with an improved manufacturing process which meets the growing market need. This is a very exciting time for us and we hope that investors recognise the potential this has to change the sugar and sweetener market.

I do think it’s viable, providing sales continue to grow - as is currently the trend - and their focus remains on relentless cost reduction.

The value of their remaining SBTX holding is unknown currently due to suspension. Their PBX holding could be boosted significantly overnight by migrating from Aquis which is a hopelesly illiquid & inappropriate exchange for Probiotix.

Touch and go. Even with costs reducing and revenue increasing (both to be confirmed when we get H1 figures in Sep), there will still be a deficit to fill. SBTX stake nearly gone thru, PBX a possible source of funds. How long will that last. What comes after that?

I asked that question before however nobody yet had any clue.

Wondering what are all those sales - delayed publications hiding behind from around January if not since last year... around 10k each sale trade. Any clue? Those don't look like normal trades, and definitely coming from somebody / company who doesn't want to be identified / always delayed as well

Part reply to a question by Andrew on Q&A facility.

Hi,

The sample will be a prototype final product from a small batch developed as a bulk sugar replacement.

Wonder if the outcome of SBTX investigation will be known before 24 June. Though Opti’s holding is now relatively small, it is still vaguely relevant in terms of short term funding.

SBTX originally suggested outcome by end May, but their 28th May RNS states “there were some difficulties in obtaining all the information and evidence…. considered to be relevant”. Hmmmmmm, I bet there were.

I'm registered to attend. Will they issue an rns that day?

FS - me too for 24 June, 7.00-8.30pm.

Hopefully worth the (for me shortish) journey….

I’ve registered.

Looking forward to a few hours up town, seeing the presentation and tasting the product, and of course hopefully meeting a few fellow investors.

On a side note, it doesn’t appear to be restricted to current shareholders.

Good to see Mr Blain buying up shares at this price

Wondering what are all those sales - delayed publications hiding behind from around January if not since last year... around 10k each sale trade. Any clue?

This response on the Q&A was actually to a question about Microbiome Mods, but gives info re Sweet and numbers hoping to attend tasting.

" Lots going on with a big focus on SweetBiotix and getting first generation to profitability. Really pleased with the taste and sweetness of the SweetBiotix we are getting which we feel is the best we have achieved - purer, cleaner taste, and no aftertaste which you typically get with these products. This looks like a material step forward in the evolution of SweetBiotix. I will cover microbiome modulators in the presentation at the SweetBiotix sampling. I will also do a separate webinar for those who cant attend. We have about 70 people who have expressed interest in attending so just sorting out the venue in London."

Bk - yes, thanks for that. Suggests a meaningful fraction of Opti’s total sales has already exceeded breakeven & is into profit.

Unlike martinu, I do think overall breakeven is possible - indeed likely - within 18 months. Having had firsthand experience of selling on Amazon myself, I know how rapidly sales & profits can grow. Particularly in Opti’s case, which lends itself to Amazon’s Subscribe & Save model, where ongoing acquisition costs are naturally lower.

Bk, thanks for posting. Sounds promising. Will have e to see if we get any detail on "profit" from that initiative

Thanks BK.

Good spot.

I'd be happy with break even as it would be massive progress from where we've been.

Saw this...

https://www.linkedin.com/posts/stephen-ohara-19862a11_gno-share-7463182892844740609-j5WO?utm_source=social_share_send&utm_medium=android_app&rcm=ACoAAAK2LqYBuwHWPCKGkLCVqOB1ZJroyTfrpXg&utm_campaign=copy_link

Aquae - fair enough. Everyone’s situation & risk appetite is different.

But NO investment is ever 100% about “when”. There’s always an element of “if”.

I would consider break even a success. Also I would consider it a stretch to make it in 18 months. It would require delivery on increasing and accumulating revenue and cost reduction. And more importantly Opti would need further funding to get there.

Disregarding Sweetbiotix for a moment, would current and ex shareholders of optibiotix consider break even a success in the short term 12-18 months?

Yes accept I will need to pay more but I am now of an age where I prefer my investments to feature "when" rather than "if"

Aquae - agreed, but ‘twas ever thus. Except for SBTX holding value currently being hazier due to suspension.

Waiting on the sidelines is certainly one approach. But if Sweetbiotix news turns more positive, investors will likely have to pay more to buy back in, thanks to their risk aversion.

I’m having the same problem and the link to log out doesn’t work either. Had to just close it down. I’ll try and contact them.

I’m hopeful at long long last Sweetbiotix may finally become a commercial success.

I am registered and received an email this morning directly from the company

I’m already registered, but no separate email received from them yesterday or today. And no sign up link when Iclick through from the RNS.

Anyone else in the same position? And anyone since solved it?

Took 10 minutes for 4 digit email verification email to come through.

now signed up

Link is working but not receiving 4 digit email verification email

Not sure if anyone has posted this, but this podcast was posted on SOH's LinkedIn 3 days ago....

"Podcast of OptiBiotix which helps explain the reason for accessing the OTCB markets and plans for 2026 and beyond see https://lnkd.in/e527Frdi "

Sweetbiotix and all products discussed....worth a listen

“enough said” bang on toyin and all it tells me the ceo is full of bull****. did have a little chuckle to myself whilst watching it and thinking i actually believed most of that tosh.

Now Opti claims to have enough working capital until H1 2027, it really needs to pull its finger out with Sweet &/or sales of its existing ranges.

The family silver has largely been sold off now. And whilst I personally way prefer this source of funding to umpteen rights issues/placings, I don’t then want them coming cap in hand to shareholders, asking for yet more working capital funding.

I’ve never seen eye to eye with Friedman over Opti’s treatment of its SBTX holding.

That said, I agree with him that the February RNS should never have implied Opti wouldn’t be reducing its SBTX stake “currently”, when it then did just over 2 months later.

Funny how we were all only talking about this very issue & the Feb RNS earlier today!

As for Fried’s assertion that most of Opti’s SBTX sales have ultimately proved ill-timed, I’d take issue with that.

Time will tell with this latest reduction. But with SBTX currently suspended below 10p, unless some suitor comes along to snap it up at a significant premium, I’d say Opti was very well-advised to divest heavily,

They can't issue new shares as the resolution didn't pass at the last AGM

Hi,

Not sure I understand your logic Fried.

1. I cant see how you can describe it as a buyers market when the shares have been suspended pending an investigation which has been going on since the middle of February. It takes 3 months for a full external audit so there is some risk here.

2. I have reviewed all the RNS's and reports and cant see any comment saying that OPTI wouldnt sell SBTX shares. In fact to the contrary. The strategy to sell £7m of SBTX shares after buying for £650K is in virtually every annual report.

3. I cant see how you can link this to SweetBiotix. I suspect no existing shareholder would want OPTI to raise funds at the current SP. If you follow the market you will see it is very hard to raise funds (unless mining/oil etc) and discounts average 26% - with warrants. Selling SBTX has meant OPTI has not had the same shareholder dilution as SBTX or PBX

4. Finally, I am totally dumbfounded by you saying this si a great sign for SBTX holders. in a share that is suspended with an ongoing enquiry since mid Feb and it looks like another 2-4 weeks before we see anything.

I am a SBTX shareholder and I hope I am wrong but like others have mentioned this is looking very difficult for SBTX shareholders. Lest hope of betetr times ahead.

Fried i imagine they were approached for the stock otherwise if searching around they would have had to take much lower price to 9p. Topping up the cash whilst a stock asset you hold has just had its CEO fired for making up £700k of numbers fraudulently, is currently under investigation and has been suspended, provides a level of certainty to its own shareholders over funding. If everything is rosy at SBTX after this period they still have 5.7m shares to cash in future if SBTX recovers, its a balance of risk v's reward.

As for sweet I've recently seen on the opti website Q&A they have said everything is all proceeding as planned for H1.

Whilst you may be all in on SBTX no one knows what will happen. The facts we do know create massive uncertainty until resolved or otherwise.

Think choice of partner(s) is key. I got the impression that this endless delay with Sweet was because Opti went for initial partners that were too big and gave Opti no control (say?) over timescales.

Skid, agree they need a partner for scaling long term sales of sweetbiotix but this was about demonstrating a range of SweetBiotix products to investors in H1 2026, I presume from their own lab scale manufacturing capability. I take a spoonful of sugar in my tea and coffee, dislike the taste of artificial sweeteners, and hence would welcome sampling a sugar substitute version of sweetbiotix for myself and if i am unable to denote any off notes in my beverages, that would go along way to satisfy me about the quality of the product and likelihood of take-up by a Partner

Aquae - at about the same price SOH and the CFO were buying. Hopefully SOH knows something the market doesn't (and then doesn't completley over estimate what he has), but we've said that far, far too many times before.

On Sweet, they need a partner for volume and also to confirm that OPTI has in sweet has value rather than own brand / own store.

Expect nothing but can-kicking, could, would, should, according to this or that data, potentially, possibly, metric tonnes... bla bla bla.

Has his lad finished uni yet?

Lord, I have said previously that I sold at a loss around the 12p mark, however, I recognise the potential value of sweetbiotix and wont hesitate to buy back in if I feel the time is right, hence why I post and exchange opinions and views with others like yourself to gauge when that time might be.

Regarding the small launch of sweetbiotix for Investors to sample, I genuinely can't see what partner restrictions there could be for an own store launch of a sucrose based product, Opti own the patents and nothing, other than funding surely prevents such a venture with a number of small companies offering private label assistance such as BTS

https://www.bio-techsolutions.com/private-label-service/

Yes lol, my mistake. They were first listed as Ceres Media in 2011, then Ducat Ventures until August 2014 when;

Change of name to OptiBiotix Health plc

Ducat Ventures plc (AIM: DUC), which will become a Life Sciences business developing compounds to tackle obesity, high cholesterol and diabetes, confirms that it's proposed change of name to OptiBiotix Health plc has now been registered at Companies House and is therefore effective.

So nearly 12 years. Feels like decades.

DireCons - “After 15 years of jam tomorrow”.

Really? Opti only IPO’d on AIM in Aug 2014.

If you’re going to be a glass half empty kinda poster, at least stay factual. Unless of course you invested before it went public!

'This share seems to be constantly barraged with negative snipes by old holders'. Do you blame us? After 15 years of jam tomorrow, you would expect a bit of Wharreva!!

For the record, I haven't sold because it's not worth it. Just clinging on to the wreckage hoping a deal for the fabled 'Sweetbiotix' actually arrives before I die of old age.

Dire yet they continue to grow and have sales confirmed for 2026 already in January of over £800k so pretty nailed on for more growth this year with good and improving margins and large cost reductions. Clearly a few partners are coming to something. E-commerce was over £400k in 2024 which isn't included in the £800k or any orders received after the Jan release. They also have £100k royalty in H2 for SweetBiotix. On this basis alone they should on for £1.3-£1.5m for FY2026 already and anything else they receive in the next 8 months is more growth on top. Then the core business will look increasingly solid and will get very interesting when SweetBiotix launches.

This share seems to be constantly barraged with negative snipes by old holders. Just buy back in before the rerate from these levels and make some of your money back :)

Meanwhile, way back in March 2024;

RNS Number : 5803G

OptiBiotix Health PLC

13 March 2024

Stephen O'Hara, CEO of OptiBiotix, commented: "We are pleased to announce this agreement with Morepen, a well-known and trusted supplier to pharmacies, physicians, and retail customers across India. Morepen brings an extensive sales team with experience of highly differentiated scientific products and countrywide access to a network of around 500,000 pharmacies across India. Based on current forecasts, the Directors anticipate this agreement could contribute in the region of £6-7 million revenue per annum in the next four to five years."

He could have said "It's dragging on and on, and it looks as though it will come to nothing, just like the vast majority of the partnerships that we've signed over the last 15 years."

Time ran out about 5 years ago. Just a lifestyle business for the OH family now.

Nb Commited revenue for 2026 looks like £1.5M to date so they need to double and get GP to 65% and they are at scratch

The auditors will want to see one years cash burn on hand to sign off going concern

Assume £160k a month burn they have £500k maybe £600k today

SOH never mentioned cash yesterday which was a pity and we can guess he didn’t want to flag so kept stum

If the SBTX stake is worth £600k and they dispose post suspension that’s the next 12 months burn covered and H2 could add almost £200K if production costs reduce 31% and GP hits 65% at that point

Ideally they then need £3M revenue to get to FCF neutral

Suggest that’s the maths

LIR -me neither.

Depends how cash & liquid asset position is presented to auditors. Also with increasing sales, margin & large reduction in costs these together will also be factored so don’t believe that will be the case.

Letitrun " With SBTX holding still worth £1.25m and if suspension lifts end of this month with no bad surprises that holding should increase in value further for a nice top up later this year." Opti will need to sell SBTX shares before June in order to avoid a qualification on their Accounts I suspect. Now as a SBTX holder I will be delighted if immediately following suspension the sp has reason to rocket, but may well take a little longer and that is time Opti does not have as the shareholders have removed the option of an equity raise and PBX remain illiquid

Use AI as most people do today to looks smart

Thanks Siouks

If I actually knew what you were saying I might bear it in mind.

Why? Because I name things as they are. You don't have to write a lot, post a lot. You just watch it for years as an investor with hope and open eyes for good news, then your £1 investment become worth less then 5p and what you can hope for? For a manipulated rise on a spike to 8p-10p.... let's be serious. Investment brings return in other way this is just so called one way sponsorship and have nothing to do with your hope. It is truly unfair tactic

Siouks - thanks for your latest insightful post which I’ve duly filed in the WPB.

Best of luck if you can find somewhere to short it.

Trouble is you can't trust the management not to sell down SBTX and PBX stakes if cash needed. They've done it before with Skin.