Member Info for AquaeSulis01

Belgrano, more importantly, we have been told that Opti's remaining 32,502,206 shares are locked in

I think the learning has already been done. Not too many junior mining companies at a pre-discovery stage can raise funds that aren't at a significant discount to the current market price

box not ox; that would be a freebee too far!

letitrun, the "free" ox on initial order makes perfect sense as based on the consumer study it takes up to 56 days in some cases to show a significant difference. I applaud Stuart's astute marketing skills in this respect

100% agree with you elrico, patience and waiting for a factual statement regarding launch success is key rather than speculating that uptake has been slow and why that might be

Who believes that a good percentage Opti's price revolves around the SBTX holding? It should but doesn't, in fact Opti's price was higher last December when the skin share price was just 15p!
Opti's price has suffered primarily because a covid hit second half of 2020 when compared to the first half of 2020 disappointed the market, despite the revenue increasing 104% across the full year. To understand why the first 6 mths of FY2019 yielded revenue of £148K whilst the second half which includes royalty and license payments yielded revenue of £596K. In 2020 the first 6 mths yielded revenue of £744,821 but the second half instead of yielding revenues 4 times higher yielded a flat £788K. So with the first 6 mths revenue in 2021 of £1.076M all eyes will be on a return to a higher weighted second 6 mths this time around

https://www.youtube.com/watch?app=desktop&v=cXh9xTOm5b4

Plus he hasn't sold down the whole 23% and worth noting seneca, who are professional asset managers, also saw fit to hedge their bets

Hence why I suggested that it may well be to support a second generation product launch.

www . research-tree .com

********************* is the asterisked bit

elrico, "I guess the perception of AxisBiotix demand outstripping supply could be drawn from Stuart's language. However, this is not my reading; he implies he wants to avoid logistic issues and supply chain issues. "
elrico, if you listen to the proactive investor interview there is no other interpretation you can make. Stuart states about the soft launch "..then we will release this to the remainder of the subscription list", but I will leave others to listen and make their own minds up
https://*********************/media/skinbiotherapeutics-set-for-launch-of-probiotic-food-supplement-for-skin-condition-psoriasis

Belgrano, "Even those sufferers who "expressed an interest" will want to finish current treatments first. Especially if "prescribed as good by a medical professional", rather than a "health food treatment".
This is why I believe start will be soft but accelerate rapidly."

No Belgrano, we have been repeatedly told by Stuart that the soft launch is a Supply Constrained launch and that the interest indicated that demand will outstrip supply. Now if you believe that there is less demand than supply I would call that very disappointing.

Should hear about the skinbiotix launch with Croda before any axisbiotix uptake figures are released, that's where my focus is

Key paragraph from the Telegraph article in relation t o the share price fall is this:

"Andy Douglas, a Jefferies analyst, told clients the news was “clearly disappointing” but added: “It is important to recognise that the higher margin/higher quality respiratory protection and helmet product portfolios are not impacted by this update.”

https://www.telegraph.co.uk/business/2021/11/12/body-armour-failure-sinks-shares-avon-protection/

In SOH's defence, he has promised to sell Opti's shares in SKIN at a time and rate that will not crash the share price. Opti does not need Skin cash to "subsidise" the business which is now profitable in its own right, but it will need money to launch its second generation products to grow the business, so selling down an asset which is not reflected in today's market cap if used for this purpose makes perfect sense, so let's wait and see if that is what it is for. As regards Skin, its products and future sells will determine the long term stability and level of the share price, and if they are as successful as we all believe they will be, then there will be no shortage of iis or possible suitors stepping in to buy the shares, if not the company.

Over 8.5M shares have traded on Skinbio, so either Opti or Seneca likely to be selling down. If Opti, I hope they use it to fund a launch of sweetbiotix

Total of 8.5M shares changed hands, either Opti or Seneca are selling down I would suggest

Yes but it was supposed to represent the growth area of the business hence why the company changed its name from Avon Rubber to Avon Protection

Didn't even have enough time to nervously chew one nail before the sp bounced back. Odysseus for someone who is here for the long haul you spend an awful lot of time daily checking the sp