Member Info for Adyan9200

The RNS mentioned "We anticipate most results should be returned over the summer when we can start partner application development and launch plans." regarding " Liquid and freeze-dried products ".

So I'm hoping we'll hear some good news on how this has gone maybe late September time. Thereafter I hope we'll be kept up to date getting Sweetbiotix in actual products and possible launch plans by different companies.

If the liquid and freeze-dried process goes well which is the last major step, I think the 4th Quarter of 2023 and first half of 2024 we'll start getting regular updates on possible product development/launch plans about our partners that plan to make use of SweetBiotix. I can see the bigger partner's might not allow news to get out until they are close to launching, so we'll require patience.

For me, I think 2024 is going to be a fantastic year for us. And that's not even mentioning the "Microbiome Modulators" which SOH said is only a little behind sweetbiotix, and believes that can be as big as what Sweetbiotix could be.

For us LTH, I think most of us expected to be at this stage about 2-3 years ago, but it's good to see us reaching there finally.

I've also got the ones we got because of the OPTI stock divi. I would have definitely bought more shares at these prices if it had been on AIM. Unfortunately all my shares are held with stockbrokers that don't deal with Aquiss, so if I wanted to buy or sell, I would need to transfer the PBX shares to a stockbroker that does deal with Aquiss, I decided to wait and hope PBX get's moved to the AIM exchange.

I think being able to name the companies involved in this RNS, is that it may start attracting attention from other medium/big names to look into sweetbiotix to see what their competitors are doing, and hence may increase number of possible clients faster.

I think the RNS was a really good idea. Though the news in it isn't new, for a new investor (or even existing investors) it has all the information around Sweetbiotix in one place which otherwise would be harder to dig out. It also just highlights the potential of Sweetbiotix were just 1 of the big players to use it commercially. For anyone new, it'll be worth taking a punt on it by buying a small amount.

The reason there's been a big change in share price is, it doesn't take too much interest in the share for the price to move as it's been depressed for quite a while now.

I never understood the need to seperate Probiotix. If the company was making decent profit but the share price wasn't reflecting that then I could understand. It was very premature to do that IMO and especially on Aquiss.

Does anyone know if PBX were to be moved to AIM, would existing shares all transfer over. I have the shares in iWeb, but as they don't have Aquiss exchange, I can't do anything with them, I would have to open an account elsewhere and transfer them somehow.

Optbiotix RNS, nothing new there that we didn't know from previous RNS'. The only thing that's gonna help the share price is once we have confirmed sales of sweetbiotix and revenue from that, which is taking much longer than I ever anticipated.

ProBiotix Health Plc have also released an RNS covering 3 months from 31 March to 30 June. It's very interesting and the figure for end of Aug is £1.12m which is already more than whole figure of 2021. Good to see they have launched in a few more territories Inc China. I'm glad they've given more info around the likely launch in Brazil and Malaysia. I'm quite happy with the direction ProBiotix Health Plc are going and really looking forward to new CEO starting.

The current PBX share price is between 21-22p - https://www.lse.co.uk/SharePrice.asp?shareprice=PBX.PL&share=Probiotix-Health-Plc
I've used 21p in my current calculations.
If you want to know what value the OPTI share price is (and taking PBX share into consideration) a rough estimate would be Current OPTI share price 30p + 11p PBX, so equivalent to 41p overall.

Theanalyzer - Yes, I've calculated how many PBX shares I'll likely get (No. Opti shares x 0.554673) and taken that into consideration when working out what my break-even would be.
I bought all my shares back in 2017/2018 when it was in the 60-80p range, hence why the current price is still a way off yet.
The biggest disappointment has been that we are definitely at least 2.5 years behind where I expected us to be Revenue wise at this point, but still believe we will be very profitable (a lot of this rides on Sweetbiotix being a big success and LP-LDL being more widely available in Yogurts as that's the preferred way a lot of people consume good bacteria) and this will provide me a good dividend in future years.
On a positive note, Slimbiome is doing much better than I expected.

Excellent news. As it's "one of the world's largest Stevia suppliers" it should open doors to lots of businesses.
Finally good to see the SP going in right direction. It's still a lot lower than my average, but I'm hopefully we start seeing solid financially impacting RNS over next few months.

I think there's a very good chance of Revenue being £4m or possibly more.

I'm a little disappointed there's not much of an update regarding Sweetbiotix, I was hoping they would have progressed that a lot more. Sweetbiotix is what I see really giving this share a boost, but until then I don't think there will be much movement on share price.

The FED announced the largest interest rate rise today, hence the down trend in the Markets..

Degiro replied to my enquiry regarding the PBX in-specie.

"We are awaiting the shares (formal status: pending payment). The minimum holding period with the nominee is 9 months, so this will be after January 23."

So I expect we all will hear from our Brokers once 9 Months have elapsed.

Can anyone understand why the price is continually falling when there are been many more buys than sells these past few trading days.

With Opti we currently have Slimbiome, Wellbiome, Leanbiome as well as the Modulator technology etc. But the golden goose is definitely Sweetbiotix, if in the next few months they are able to announce a big deal with a major player, then I do see the share price will definitely shoot up considerably. As we know, things have taken a lot longer than most of us assumed, so it's just a waiting game.

I'm with iWeb and Degiro, heaven't received anything from them. As they both don't have "Aquis Stock Exchange", I wonder what they will do.

Has anyone received any information from their brokers about the PBX share divi.

They've done better on the placing than was expected. The original RNS mentioned £22.5m, but the actual price they got to £25.5, so £3m more, so a good start.

They've given ~9.8% to new share holders. So less than was expected (est was 13-18%).
New Holders: 11,904,762 (~9.8%)
Opti Company Keep: 53,533,333 (44%)
Opti Holders: 56,228,571 (~46.2%)

So basically opti holder's are getting 8-10% more proportion of the shares than was originally estimated in original RNS.
So each share we get is worth around 11.65p per opti share we have (Basically did 21p x 0.554673)

My main purpose to buy this share has always been for the possible long-term dividend potential. Therefore I guess I benefit less by the splitting of divisions to individual companies, as rather than having 100% of company (Probiotix), and hence when it does start making serious profit, it will be split a lot more. But then again, I will be benefiting from the value it will add as a separate company, and if the money raised helps really power boost the revenues, it might be we start getting dividends earlier (normal cash divi).

I do believe OPTI is around 2 to 2.5 years behind where I expected it to be regarding progress, and maybe we can excuse 1-1.5 year to covid, but the rest we can't blame anywhere else.

I do believe long term, this is excellent value for money, and as soon as some good sweetbiotix news is released (such as contract with big player(s) etc) this will go flying.

Thanks lordloadsoflolly. I have an iWeb ISA account, so thanks for sharing.

lordloadsoflolly - As this is AIM, it's the wild west regarding share price.
I'm hoping that the share price will start rising as the news spreads and the closer we get to 25 March deadline, we just have to wait and see. I can see there was a massive buy at 31.25p, so hopefully it'll start ticking up.