Member Info for AquaeSulis01

Hardly a mass sell-off by "insiders" is it Odysseus?

# Trades 84
Vol. Sold 364,807
Sold Value £135.89k
Vol. Bought 441,560
Bought Value £164.48k

Agree it is surprising not to see any mention of the study on psoriasis association BB , but there is obviously a high level of awareness amongst psoriasis sufferers as evidenced by the over subscription of the trial despite minimal publicity in a short space of time (contrast this with synairgem's attempt to recruit 200 home volunteers for their covid treatment which went months without being completely filled).

Also, whether individual pictures are real or not is irrelevant. Previous studies have proven the link between the imbalance of the gut microbiome in psoriasis sufferers, the issue has always been the disparity between different studies in identifying a consistent pattern of imbalance between Bacteroidetes and Firmicutes; some studies had a lower relative abundance of Bacteroidetes and Firmicutes a higher relative abundance in patients with psoriasis, whilst another study showed the opposite imbalance.
Hence, this is why it is not a linear study; some participants will show an improvement whilst others may not, what matters is whether 7 out of 10 rather than 3out of 10 fall into the improvement camp I would suggest.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7350295/

mystic meg not available but confucious says to impatient investor sell first thing Monday and buy Open Orphan. Sell Open Orphan at nice profit before end of March and buy Skinbiotherapeutics with the proceeds. Sell skinbiotherapeutics at nice profit by September and buy back Optibiotics and wait for sweetbiotix news to drop. Alternatively, suffer in silence and just be a little more patient

This Q&A session with Ceres Power Chief Executive Phil Caldwell and Chief Technology Officer Mark Selby in October 20 sums up nicely what Ceres is all about. Worth noting in particular the upfront licence fee and royalty arrangement agreed with Weichai and how shortly after this interview Ceres signed up a strategic partnership with AVL, an engineering consultancy group, to accelerate sign-up of more partners.
https://www.spglobal.com/platts/en/market-insights/latest-news/natural-gas/110220-ceres-power-qampa-on-the-cusp-of-a-post-combustion-era

Platts: You've gone for a licensing business model. Why is that?
Caldwell: Look at solar and batteries, those technologies really hit the market once mass manufacturing was available. Our technology is already viable. We're at the point where the battery industry was 10 or 15 years ago. Now we need scale. If we really want this technology to become the industry standard we have to partner with those who can bring industrial manufacturing expertise and market presence. We tend to collaborate with the number one or two players in their sector, with a balance sheet to put in the capacities we need. The UK is home to a number of world-leading electrochemical technology businesses. What we're less good at is industrialization and commercialization.
The business scales because we're able to do multiple licenses for multiple applications in multiple geographies. Weichai, for instance, asked if we could put our technology into the CNG buses they produce in China [the fuel cells acting as range extenders], something we'd never considered. We set up a joint development team, which charges like an engineering consultancy. So not only are we co-developing products with them that embed our technology into their future products, we give them rights to use our technology. That is quite lucrative because we get an upfront license fee for the technology transfer, and then we get a royalty per kilowatt sold in the market.
Platts: Are you still looking for partners?

Caldwell: We've got world-class licensees now and a number in the pipeline, but we're looking to expand and accelerate the customer acquisition side. We want more and more people to use this technology so it becomes the standard. We've displaced most of the big name Japanese manufacturers, but we need to go faster and further. That's why we are lining up a collaboration with an engineering consultancy partner to accelerate our technologies into new markets. There are whole regions and sectors we haven't touched - everybody has the same problem moving to electrification

Let's be clear both skin and opti have world class products; the optimism behind skin is down to the forecast imminent large revenues and profits from both Axisbiotix and Skinbiotix where their predicted speed to market is down to Stuart's targeted marketing and willingness to raise funds and spend on R&D and operations (interesting to reflect back on the criticism in Oct 20 when he raised more funds to continue this aggressive approach and the sp fell below 16p). SOH in contrast has been far more frugal as he is keen to flag up in his recent Investor presentation but this has no doubt come at a price as revenues have been very slow to build. Cholbiome revenue for me has been particularly disappointing and has recently been overtaken by slimbiome revenue which was a later starter and for me a much less exciting product; better marketing of Cholbiome in this post Covid era where the health impact of obesity and in particular high cholesterol have been flagged up in spades. Then of course there is the game changing product sweetbiotix which will gradually replace sugar in just about every product once commercially launched

Think you're right, RSI below 30

Cathal presenting, hope it is on the back of big news

https://event.webinarjam.com/register/945/5vv20b3vp?j=698606&sfmc_sub=334102319&l=86_HTML&u=38515100&mid=100009383&jb=109

Josh, to be fair to Dean he makes a valid point re increasing a holding in a speculative junior mining company just because the sp has fallen; equally to sell your holding just because the price has fallen during a period of no news makes just as little sense.

Investors should be here because they like the odds of one of the many projects at least hitting the big-time and multibagging the current sp. Equally, they should have carefully weighed up the risk-reward and only invested an ammount they are happy to write-off in a very worst case scenario.

What is ridiculous and tedious are posters moaning that the sp fluctuates on a day-to-day basis in advance of meaningful news being released; guess they have very little to keep them occupied in lock-down Britain.

Just need to get Optis slimbiome products properly marketed in GB as part of a weight management plan such as lighter life, which is akin to Australia's OptiPharm Optislim prog
Telegraph
UK's Covid death toll fuelled by its obesity problem, say experts
Britain was found to have the third highest death rate in the world, and the fourth highest obesity rate
3 March 2021 • 10:00pm
The WHO has said the 'correlation between obesity and coronavirus mortality rates is clear'
The WHO has said the 'correlation between obesity and coronavirus mortality rates is clear' CREDIT: Dominic Lipinski,/PA
Britain's Covid death toll has been fuelled by its obesity epidemic, experts have said, as global research finds nine in 10 fatalities occurred in countries with a weight problem.
Britain was found to have the third highest death rate in the world and the fourth highest obesity rate, with more than than two in three adults overweight or obese.
The study by the World Obesity Federation examined almost 100 countries and found that 2.2 million of 2.5 million deaths occurred in countries with high levels of obesity. Overall, death rates were found to be 10 times higher in countries where more than half the population was overweight.
It found that not a single country with low levels of obesity had a coronavirus death rate higher than 10 per 100,000 population. No country with death rates above 100 per 100,000 had less than 50 per cent of its population overweight
Obesity has already been found to increase the risk of death from Covid-19 by around 50 per cent, as well as increasing the risk of severe disease, and the World Health Organisation said the report should act as a "wake-up call" for governments to tackle their nations' obesity problems.
The country with the lowest Covid death rate was Vietnam, which has one of the lowest levels of excess weight in its population, with 18 per cent overweight. Japan and Singapore were also singled out for their low levels of obesity and deaths from Covid.
In 2008, Japan introduced the "Metabo law", which requires everyone between the ages of 40 and 74 to get annual measurements of their waist circumference. Employers of those with waistlines above approved limits are required to provide weight loss classes.
Dr Tedros Adhanom Ghebreyesus, the director-general of the World Health Organisation, said: "This report must act as a wake-up call to governments globally. The correlation between obesity and mortality rates from Covid-19 is clear and compelling.
"Investment in public health and coordinated, international action to tackle the root causes of obesity is one of the best ways for countries to build resilience in health systems post-pandemic. We urge all countries to seize this moment."
Dr Tim Lobstein, the author of the report, senior policy adviser to the World Obesity Federation and visiting professor at the University of Sydney, said: "We now know that an overweight population is the next pandemic waiting

Whilst revenue growth of 100% is certainly not shabby you do need to lift up the covers and dig a bit deeper. End Nov 2019 EOY report reported first half revenue of £149k and second half revenue of £659k (over 4 times greater) with a comment that whilst there would be some flattening out of the second half weighting in 2020 it would only be gradual. Fast forward to 2020 EOY Trading update, we have £745k 1st half revenue and £768k second half revenue; just 15% up which I would not describe as gradual smoothing.
All very well belatedly blaming covid, but the time to prepare investors for a severe impact was at the half year report, but instead we got this from the half year report where 400% growth and only minimal risk to sales for the remainder of the reporting year were forecast;
"Stephen O'Hara, CEO of OptiBiotix, commented: "This has been another period of exciting progress for OptiBiotix with a 400% increase in sales and a large reduction in costs compared to the same period last year. Our divisions are now making strong progress towards profitability with more agreements generating revenues, existing partners increasing sales, and more retail partners launching successful new products. Our products are now being commercialised with large retail and pharmaceutical partners boosting consumer awareness and confidence in our brands with OptiBiotix now being identified as a key player in the microbiome space within industry.
"The Company is now in a pivotal position of having a scalable business model growing sales from proven products with partners in multiple international territories in the human microbiome market, which is expected to grow at a CAGR of 22.60% between 2020 and 2025*. This presents us with a large and expanding market opportunity on which we are well placed to capitalise by increasing our range of applications, products and territories.
"Whilst uncertainty within the global economic environment will create challenges, we believe that our proven strategy of working with multiple partners, across different application areas and geographies within the healthcare sector, will limit the risk related to any individual deal, product, or geography, and we look forward to continued further progress over the year as a whole."

Wonder which other skin complaints are being monitored as well in the additional 65?

Not sure anyone was expecting there to be anything that would directly benefit Ceres in the budget. MMs been playing the sp on low volumes for a few weeks now, bottom line is Ceres is a key player in a growing market where ii demand for shares going forward will rapidly exceed supply

Agree skid and as a dual holder in both companies came as a relief

One other thing to add, I wouldn't hold my breath on o/s royalties changing the financials significantly, one presentation chart showed that 71% of all revenues are made up of ingredients and end products, with only 29% resulting from royalties so on total reported revenues of circa £1.5M wont make that much difference I would suggest.

Yes was a very professional presentation.

Key take-outs for me were:

- Across the FY very good progress made and set of results however, second half of the reporting year was disappointing when compared to the first half being heavily impacted by Covid with partners unable to access end customer premises and hence not re-stocking. Things are now improving considerably.
- Very excited about sweetbiotix and believes this year will see commercial launches. Describes sweetbiotix as unique (acknowledged by a number of big end producers with Nestle mentioned). Will directly replace sugar in products allowing the labelling to move to green for both no sugar and high fibre than dual red at the moment on things such as chocolate bars, so really appealing for those producers. SOH considers sweetbiotix to be worth £50M - £60M on its own so with today's Market Cap only £44.41M for the whole company including its owned skinbiotiherapeutics asset (circa £15M) , shows how under valued Opti is.

No dividend on the back of selling down the skinbio shares until SOH considers the skinbio sp is representative of its true worth and he can sell without damaging skinbio strategically.

Dual NASDAQ listing still under consideration; seen as there being more opportunity than risk on balance

Shares do seem at an attractive price now; the price peaked on Jan 06th at 3.30p when there were 996,988,942 shares in issue, since then 123.003.788 warrants and options have been exercised increasing the number of shares in issue to 1,119,992,730. So for a 12.34% share dilution, the share price has fallen by 33.33% and other than the expected write-off of the Cameroon project, there has been no bad news, and new projects and opportunities added at minimal cost.
Positive assay results from Molopo Farms and/or Haneti, and or Kalahari Copper Belt will make today's sp look very generous.

Fingers crossed for that big one

Not sure what tangible progress you are expecting should have been made on the projects that hasn't been reported Dibs?

There has been plenty of tangible progress what we are lacking is tangible results from the reported progress

I suspect the share price is being suppressed because Seneca are selling down into any rise to keep their portfolios in balance; we should find out soon enough

To be fair PI, PJ could just of pushed out a replica of the RRR RNS for the Australian JV which came out this morning rather than incorporate just the key paragraph from it in the Australian Project piece in the General Update for all projects.

Results from Assay results for samples sent to South Africa in December must be imminent.

From 23rd Dec RNS

"Progress at South Ghanzi
Portable XRF analysis ("pXRF") was completed on the 335 soil samples previously collected at South Ghanzi (4 December 2020).
Results from the XRF analysis revealed elevated concentrations of zinc in several key areas.
In parallel to this, Kavango's geophysicists completed reinterpretation work on data gathered from government sponsored regional aeromagnetic surveys. Magnetic data collected by previous exploration companies is also available on "open source".
Thanks to the reinterpretation of this data, Kavango's exploration team has identified a number of significant anticlines and synclines that occur close to geochemical reduction-oxidation ("redox") boundaries across the South Ghanzi Project.
Anticlinal "domes" often act as trap sites for high-grade copper/silver deposits across the KCB. Their proximity to surface makes them extremely attractive exploration targets.
Because zinc in soil anomalies occur close to several anticlines, Kavango's exploration team collected an additional 127 new soil samples in those areas.
A selection of these samples has been sent to a laboratory in Johannesburg for assay testing using the TerraLeach™ method. Results are expected in the New Year."