Member Info for AquaeSulis01

elrico, you seam to be talking about the difference between Management and Ownership; H&B is owned by LetterOne where Oligarch Mikhail Fridman holds a substantial stake and benefits from H&B profits in the form of dividends. Consequently, headlines in the tabloid press, like todays Mail on Sunday, will no doubt hit H&B sales severely, and hence Opti income from reduced sales of the Slimexpert range which appeared to account for nearly 50% of 2020 prebiotic revenue. Thankfully, expanding sales of slimbiome in Australia and elsewhere coupled with the Leanbiome deal should see the H&B prebiotic revenue contribution, which likely represented nearer a third in 2021, reduce still further in 2022 with further Leanbiome revenue and of course the long awaited sweetbiotix launches.
https://www.thisismoney.co.uk/money/markets/article-10580807/Customers-clamour-boycott-Holland-Barrett-oligarch.html

H&B Stance
"Exerting financial pressure on powerful Russian oligarchs is thought to be one way of attempting to force Putin to reconsider. UK high street chain Holland & Barrett is owned by L1 Retail, a group controlled by billionaire Mikhail Fridman. Fridman has stepped down from the board after being placed on the EU sanctions list and his assets frozen. He has condemned the war but not, so far, Putin himself.

Holland & Barrett is keen to make it clear where the company stands, though, with a spokesperson saying: “Our thoughts are with those affected by the situation in Ukraine. We are a UK registered company that has grown over the last 150 years from one store in the UK to over 1,600 stores and operations in 19 countries around the world.

“We are not affected by any sanctions, nor do we expect to be. Our focus, as always, is on supporting the wellness of our colleagues and customers.”"
https://www.telegraph.co.uk/news/2022/03/03/russia-related-products-should-boycott/?WT.mc_id=e_DM1549342&WT.tsrc=email&etype=Loy_Dig_Tri_200526_TopStories&utmsource=email&utm_medium=Loy_Dig_Tri_200526_TopStories20220305&utm_campaign=DM1549342

aspex, I doubt anyone considers that Opti will fail, it has been prudently run and revenues are growing albeit it from a low opening base. Whilst I have stopped adding to my holding here because I am already overweight in Opti, I would not dream of selling in advance of a sweetbiotix launch announcement which I suspect will drop one afternoon to coincide with the US market opening. Once that happens you can guarantee the MMs will not let anyone back in anyway near the current low prices

ITV is accelerating its digital strategy. The plan is to double digital revenue to £750m by 2026. Part of that rests on the upcoming launch of ITVX - a subscription based streaming service that will offer ad and ad-free versions.
The shift makes a lot of sense. ITV has long depended on broadcast advertising revenue, and as viewers are swapping to on-demand options, so too are marketing budgets.

ITV has tens of thousands of hours of popular content to beef up an on-demand streaming catalogue, thanks to hits like Love Island, Coronation Street and I'm a Celebrity. There's also a host of other popular shows across its family of channels including ITV2 and ITVBe.
We can't knock monthly active user (MAU) growth of 19% - rapidly approaching the 10m mark. That's thanks to strength across BritBox (the joint streaming venture with the BBC) and ITVHub, although the group has some mountain to climb when you consider Netflix is currently sitting on 222m subscribers.
ITV also has a Studios business, which makes and distributes shows in the UK and abroad. Some of these are sold back to ITV's Media & Entertainment business, but other blockbusters like Line of Duty are made for others. ITV retains the rights to huge slate of produced global content. Studios makes up just over half of total revenue, and we think there're real growth opportunities. Our new binge-watching cultures mean established streaming giants and other channels are desperate for high quality content. Being a go-to provider of this has its benefits.
But we do have some concerns. Running a production company doesn't come cheap. Studios makes up only about 26% of group profit, despite the significant amount of revenue it generates. Margins are unlikely to ever shoot the lights out. The likes of Netflix can attest to the cash-pit that content generation can be. To that end it was disappointing, but not surprising to see ITV up its own content spending expectations. We don't think this will be the last time ITV has misjudged its content budget.
Secondly, competition in the streaming space is fierce. The likes of Netflix and Amazon have substantially deeper pockets to throw at growing market share. We simply wonder if today's consumers will be convinced to shell out for yet another monthly subscription from ITV.
But speaking of pockets, ITV isn't exactly in bad shape there. Underlying net debt is equal to 0.3 times cash profit, which gives the group flexibility. Next year's free cash flow comfortably covers the suggested dividend of 5p per share. Remember no dividend is ever guaranteed.
Ultimately, ITV has come a long way. But the longer-term picture becomes muddied by concerns over digital competition and margin compression in Studios. Having the right idea is an entirely different question to being able to deliver the shift fast enough to offset the structural decline in broadcast advertising. The price to earnings ratio of 7.3 is much lower than the long-term average, reflecting these c

Letitrun, salient points made, the problem is this is a Growth company and the worrying thing for me is once again the absence of meaningful growth in the 2nd half figures despite the inclusion of£200K from THG and royalties/milestone payments (the second half recorded just a 4.46% growth over H1).

Regarding the H&B boycott, in 2020 H&B sales were £246,750. We were told in the accounts that prebiotix sales increased by 97.5% for 2021, however, if we remove the new income from leanbiome from THG (£200k) then growth of slimbiome was nearer 61.5%, so income from H&B for 2021 is likely to be circa £398,501. However, even assuming a 100% H&B revenue loss for the duration of any boycott in 2022, the income from THG will more than compensate for this loss.

Certainly got more life in it than your investment in Opti draft

H&L summary:

(Sharecast News) - ITV's annual profit surged as the broadcaster's revenue rebounded from the Covid-19 crisis but the company's shares dropped sharply on concern about its spending plans.

Operating profit rose 46% to £519m in the year to the end of December from a year earlier as external revenue increased 24% to £3.45bn. ITV proposed a final dividend of 3.3p a share based on a notional annual payout of 5p a share.

The FTSE 100 company said it would invest about £1.23bn in content in 2022 as part of a plan to double digital revenue to at least £750m by 2026. ITV will invest £20m in digital-first content in 2022 and £160m in 2023 for its ITVX integrated streaming platform which will launch in the fourth quarter.

Revenue at ITV studios, the company's production arm, rose 28% to £1.76bn and was down 2% from 2019 before the pandemic. Sales were boosted by Love Island and the dramas Unforgotten and Line of Duty.

At the media and entertainment broadcasting business revenue rose 21% to £2.28bn supported by record advertising revenue during programmes such as Love Island, the Masked Singer and the delayed 2020 Euros, in which England reached the final.

ITV shares fell 14% to 95.5p at 08:54 GMT - their lowest value since November 2020.

Richard Hunter, head of markets at Interactive Investor, said ITV's results were good but that investors were wary about its spending plans and the threat of streaming giants such as Netflix and Amazon.

"Leading up to these results, the market had reacted with some cynicism to ITV's lofty ambitions and the share price reaction today reflects a mauling by the bears, with a concentration on the investment spend needed and the strength of the competition rather than improving prospects," Hunter said.

The pandemic speeded up the trend towards people watching TV on streaming services and devices such as tablets instead of switching on at the time of broadcast. ITV is trying to stay abreast of this change by increasing its digital output while also making money from producing shows to sell.

Carolyn McCall, ITV's chief executive, said: "ITV's operational and financial performance in 2021 saw a significant rebound after the adverse impact of the Covid-19 pandemic in 2020.

"While government-imposed lockdowns and containment measures in the UK and internationally continued sporadically during the year, the majority of our productions returned, operating efficiently and mitigating many of the challenges that Covid-19 still posed globally."

Just turn the lights out when you leave Carlos

You need to pose these questions to SOH through investor relations, then mol rather than back at me, not that I expect you to receive a response based on my experiences with the company

Own rig, own land and what finally looks like a very promising discovery, could be an exciting few weeks to come; one lucky new CEO could find it all falling very nicely into his/her lap

Mol, if you read the disclaimer at the very end of the video it states "This video is intended for a B2B audience. Consumers should not reference this or derive knowledge about LPLDL or CholBiome based on this video. There are no authorised health claims for CholBiome or LPLDL."

So not intended to be found and viewed by Joe Public

Couple of short clips on axis, one aimed at the US market with US online shop address
https://twitter.com/axisbiotix?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

It was an RNS Reach which is standard way to raise investor awareness of their opportunity to attend and ask questions on their mind. Perhaps even some of the more emotional posters on this BB will dispense with their anonymity and seek answers to the grievances they appear to have

Well I recently bought back in when it went sub 15p and have added again today and whilst I normally leave the opinion box blank I have taken for me the very unusual step of advocating Orph as a strong buy at this ridiculous level.

Dealing just with the data as it appears in the RNS's rather than unregulated speculation, the facts are these:
Orph has gone from generating 3.543M revenue and a loss of 5.13M in 2019, 21.995M revenue and a loss of £5.13M in 2020, to 2021 H1 figures of £23.1M and a profit of £2.1M with post period contracts supporting F/Y revenue of £40M.
70% of revenue is non covid related and yet is saddled with a market cap of just £81.85M because it has been bracketed with pure covid play stocks. To illustrate this madness, Avacta which is a virtual covid play stock had half year revenues for 2021 of just £2.3M with a £11.3M loss and yet its market cap is still greater than Orph's at £119.56M!
Oh and did I mention that 95% of 2022 revenue forecast at £50M has already been secured

what do you mean sore loser? I haven't predicted any daily price movements as it is sheer folly whilst the markets adjust to the escalating violence in Ukraine and the wider implication of extended sanctions. What I have said is I expect this share to rebound hard with the announcement due this year of the completion of the SOEC demonstrator, hence my long term position here.

Don't give up the day job phat

Just one point of caution re the BP hit, it does mean that there will be less money available to fund transition projects and with the West increasing Defence Budgets, possibly less money to fund Green initiatives.

Larus, I think you need a new pair of reading glasses; last time I checked sweetbiotix was a second generation Optibiotix Health product.

There is no evidence contracts are getting better in the second half sales figures, and I would suggest that a 2.2m (2020: £1.5m) increase of 46.7% on the previous Covid hit year which we were told delayed some major partner launches is very disappointing. I hold and wait for the sweetbiotix launch which is the only thing propping this up at the moment

Extract from Kavango RNS

"So as not to delay our operational momentum, we expect to mobilise the rig to the Ditau project in the coming days, with a view to returning to the KSZ once drilling at Ditau is complete. This will give our geophysicists time to complete new TDEM and DHEM surveys over the Great Red Spot, with the objective of confirming drill collar locations."