Member Info for AquaeSulis01

Andrew, you don't have a Company that safely reduce blood pressure, that Company I'd now PBX; back to school for you and those that ticked you up

I wouldn't disagree with your EBITDA statement StanAccy. However, you need to do a little more research on this Company as the "EBITDA" related information takes no account of the biggest catalyst here which is anticipated future Croda royalties from sales of a game changing lysate which are due to be announced before the end of November. Suggest you do a little more research; the Investor Meets presentations and review of historic RNS's are a good place to start for a new potential investor.

Dustbin, the "billions" you referred to was not potential end users but people CURRENTLY following sbtx which is tosh. As for holding on to the stock rather than trading, looking at your posting history you appear to be a trader not a LTH. You parachute on to a Board, ramp for a few months and then disappear as quickly as you arrived which is fine if it works for you but as I am a LTH here, don't p1 ss down my back and tell me it's raining

The Good Lord loves a Ramper "Followed by billions of end users, posting on social media..", care to post the links to support that Dustbin?

Any price around today's level is an attractive entry point if you believe the transformation about to take place on the back of Croda news announced within days/weeks. If you of course believe that the launch already announced as going ahead at a high profile Cosmetics event is likely a damp squib and the lysate which has now sailed through two separate clinical trials is nothing special, then whether the sp falls another penny or two is irrelevant re value.

Finally fessed up re SOH's absence through illness. With graham Myers resignation after less than a year, guess it was hardly mission accomplished "Graham's appointment to this part-time role will see him work closely with the OptiBiotix team to support the focus on driving each business unit and the Group to profitability."

Mol, the very man. As Seneca have failed to recommend replacement directors to replace Steen and the other newly appointed Dane, even if opti are able to legally vote and decide to remove Steen and his mate's son, what is the procedure for appointing new Board Members? It has been suggested that it falls to the remaining Board members to hold a meeting and nominate, is that correct and if so in a 1-2 situation what stops the re-appointment of Steen and his mate's son by a majority?

Road bump, more like a ruddy great pothole and no idea who is calling the shots at Opti as SOH is still in hospital, but now improving and expected out in 2 wks and nowt from Opti officially which is disgusting

Bk, the action is proceeding, the costs will be incurred and rightly the Board will be defeated, but it does not alter the fact this will be hugely damaging to both companies and how did we arrive here? A poor decision to list on AQSE creating the liquidity issues and a poor appointment of a CEO based in Denmark rather than the UK, so who is to blame for that?

What we have heard from a Croda expert is that the programme will "break new scientific ground" and is "a unique ingredient"

which sounds a few notches up from good to me

"Dr Damian Kelly, Vice President Innovation & Technology Development at Croda Europe Ltd, responsible for the project said:

"This [SkinBiotix™ programme] continues to be a fascinating project that is heading towards commercialisation and will break new scientific ground in the use of lysated bacteria in the cosmetic industry as a skin care active ingredient."

Dr Kelly added, "We have recently observed some additional unexpected technical benefits during our projected scale-up activities which, if shown to be efficacious through further in-vitro and in-vivo clinical trials, would then offer significant supplementary applications and greater product valorisation as a skin care cosmetic active. We are excited by the findings we have seen thus far and look forward to a long and prosperous relationship with SkinBioTherapeutics."

"he added:

"This exciting project continues to move forward along the roadmap to commercialisation, offering a totally unique ingredient as a skin active for the cosmetic industry"

True, but the sad fact is the ensuing legal costs will drain both companies of money they can ill afford. Similar action against Nanoco cost the Company £0.5M and that action failed so there were no compensation payments to make to Board members

Bel, skinbiotix isn't a bacteria strain, it is a proprietary platform technology that can be applied to any probiotic bacteria; compositions comprise material secreted from probiotic bacteria, uses thereof, and methods using the compositions. Note, the secretions from the bacteria are responsible for the active ingredients rather than the bacteria themselves and using the methodology developed by SBTX will be separated from the source bacteria itself.

Link to original Patent

https://ppubs.uspto.gov/dirsearch-public/print/downloadBasicPdf/20170196919?requestToken=eyJzdWIiOiJlZTZkODBlYi03OTg3LTQ2YWEtOWIwOC1lOTg1MmE1ZTlmZTUiLCJ2ZXIiOiJlYWRiYmY3OS02NjE4LTQwMTItOGE4Ny05NmUyYmU0NjFlMDciLCJleHAiOjB9

Next news flow we're expecting is Croda Commercial deal so I don't see the sp rising only steadily on the back of that. Two speed bumps exist and they are Macq bank's warrants at 20p and Opti who I suspect will need to sell to support their marketing spend

Thanks for posting Robj. Did anyone else notice the following in the accompanying text that first production is now forecast 6 mths earlier than last reported (was Mid 2026)?

"founder Harry Anagnostaras-Adams says a US$320-million construction loan for the company’s first mine, Tulu Kapi gold mine in Ethiopia, is expected to close shortly, with first production following as soon as late 2025."

Chill, he is a LTH in the Company not a flipper

Sad day all around. A similar action at Nanoco which did not succeed in ousting the Board (so no compensation payout) cost £0.5M in fees

Stoater, things not as black and white as painted in the RNS. What it did not say was that most the PBX revenue increase was nothing to do with Steen but down to Seed Health increasing their own sales of final product and the poke at Opti's own performance ignored the second half weighted increase in revenue which over all we have been told will deliver full year revenues well ahead of last year

The issue is that it will be costly and disruptive to remove Steen and SOH health wise is probably in no fit state to take on more responsibility at this point in time so with the PBX sp finally rising on recent news would have been best to suck it up and move on

We all keep overlooking the Microbiome Modulators arguably because it appears to be a bit of a catch all phrase and difficult to interpret exactly what Opti is claiming to bring to the party. The half year results RNS at least started to shed some light on how Opti are planning to bring early commercialisation of this second gen product and the good news is it is B2B and hence not reliant on Opti Marketing.

Firstly a definition of the Microbiome Modulator

https://www.enbiosis.com/microbiome-modulation-for-gut-health-how-it-works-and-the-benefits/#:~:text=Microbiome%20modulation%20is%20the%20process,weight%2C%20digestion%2C%20and%20immunity.

Note from the FAQs at the link the problem with its wider adoption

"The risks of microbiome modulation for gut health are largely unknown. On the other hand, many researches are suggesting that altering gut bacteria can improve gut health, but the long-term effects of these modifications are unknown."

However, SOH's approach is focused on existing probiotics containing " Lactobacilli as they make up 65% market share by revenue (Coherent Market Insights, 2023) of the global probiotic market, which is valued at $57.8 billion (Mordor Intelligence, 2022). The creation of synergistic synbiotics which improve the growth rate, gut survival, and improve efficacy of existing probiotics is a new opportunity in the highly competitive probiotic industry. Opportunities exist to supply large corporates with a product which has the ability to improve all their products containing Lactobacilli, or codevelop, or license the technology for specific species."

A synergistic synbiotic in this case is essentially a " food layer" of prebiotics to enhance the quality and growth of the lactobacilli probiotic

Agree the acquisition is a good fit and with Croda revenues to come will have the ammunition to build a decent midcap company going forward with a very exciting and innovative product range