Member Info for AquaeSulis01

Think you are probably wrong on this occasion bel. Tyndall for one are not flippers and will be highly delighted to have acquired another chunk of the Company at such a low price.

Not risky for new investors/traders at this price dv with the Croda deal underpinning future sp rises but has certainly been painful for LTH's who have bought at much higher prices

Yep, certainly no mystery why the sp suddenly rose to 14.20 on the 28th March enabling Macquarie Bank to claim the price had reached "agreed higher levels" before triggering a further big conversion in March below the lowest sp point 5 trading days before at 7.25p. No doubt arranged for a few shares to be bought in the market, this on 12th Mar "Furthermore, Macquarie Bank/CLG have agreed to no further conversions for the month of March unless price and volumes reach certain agreed higher thresholds.". As I have said previously, I await the Umesh Modi figures before judging whther this level of dilution has been worth it

Yep, the same TW who failed to pick up on any rumours of an Opti placing and advised people to buy Opti in the mid 20s. He might be right this time or he might be wrong

Bazz, to quote you ..."From the RNS"

The completion of the full study and analysis of the total data set is required to understand the outcomes. Of the 3 cohorts participating, cohorts 1 and 2 will complete by end March 2024, with cohort 3 finalising end April and the final results reported as soon as possible thereafter.

Haven't suggested that at all PG, if you read my response properly there is one statement re future financing and a separate statement about the merits of the acquisition already made

PG, just think will you, the acquisition was lined up and good to go but as SA told us by RNS and reinforced at the Investor Meets, "The Board also announces that it has decided to seek alternative financing options for its inorganic acquisition strategy, rather than drawing upon the Facility any further.". So until that alternative financing is in place there will not be any additional acquisitions.

The figures for the Umesh Modi launch and NHS Dermatonic's Once Heel Balm sales growth will determine whether SA was right to dilute via the loan in order to secure this initial acquisition, the other near term acquisition target we were informed was a manufacturer, so less time critical.

Bye mate, added to filter saw how you ruined that Adven bb by cluttering it up with trivia filter now on

Believe SOH looks for 50-60% Mark up on slimbiome which is why he has not set up a deal with a Sainsburys or Tesco because they would demand a far higher percentage. Regarding US sweetbiotix partner which is the one ready to launch, no cost to Opti according to the agreement which sees the US Partner bear all manufacturing costs. The RNS makes it clear the money is for marketing costs not inventory

To be frank all I care about is when the royalties arrive and that is this year

The stock sells for £30K per tonne it does not cost that

Guess the writing was on the wall with only two of the four Business Units briefly reaching month on month profitability and the temporary collapse of the SBTX sp not enabling SOH to use his preferred funding option of selling shares as a cost effective alternative. I don't believe the money will be used to increase staff numbers but will be spent on advertising through influencers in new market areas.

Chief, can't help remembering the old joke triggered by your name about the Red Indian Chief with terrible indigestion who sent his squaw to the Doctors for a remedy. The Doctor send her back with a tablet that would help the Chief break wind and alleviate the problem. Next morning the Squaw returns to the Doctor and says Big Chief no fart, so the Doctor doubles the medication and tells her tat should do the trick. Next morning the Squaw is back, Big Chief still no fart. The Doctor says it really should have cleared the problem but reluctantly doubles the dose again. Next morning the squaw is back at the Doctors. The Doctor says, don't tell me Big Chief still no fart. No shouts the Squaw hysterically. Big Fart no Chief!

Now I am not suggesting you take any dodgy tablets but you do need to cut the Board some slack now. Whilst the Axis figures are small in number, the retention rates are impressive and you need to consider that the figures were not aimed at pi's rather than multi-nationals where it screams out if you have a decent marketing budget for a relatively modest once off outlay you can attract a whole new Customer base that will remain loyal for years and take a generous share in future revenues in return. Also, Manprit was brought in for his "Company Acquisition" experience rather than his internal accounting skills and if the Umesh Modi deal which he would have been well aware of during the Dermatonics due diligence process proves as lucrative as I believe it will, and other acquisitions when finances permit, deliver the synergies promised, then he will be well worth his salary so let's see how things play out before judging too harshly.

Thechief, waggy makes a very good point regarding the Croda risk being when not if, a point I have made on several occasions to TW who was calling it a binary bet over whether it went ahead at all, so that is a real positive. I would also not to be so quick to dismiss the Axis Ps product, you are right to point out the dismal sales to date by Skin's own limited team, but the acquisition of Dermatonics with their experienced team and the appointment of World Products to grow sales on Amazon could be a game changer. Axis PS Customers are over 80% retained for life so once off spends to introduce to new Customers could well result in a much larger Customer base going forward. Finally, I would like some more info on the Umesh Modi forecasts, hopefully greater clarity will be provided at the Inv Meets

Worth noting the appointment of World Products to grow sells of Axis on Amazon internationally. It may only be a small private company but has obviously done a good job for Dermatonics who are one of its Customers

https://www.worldp.co.uk/

Well I'm looking forward to the Interims for once Doubting Thomas. The finances are already a known, there will be enough cash to last until Q1-Q2 2025 without deals landing, so the focus will be on; Acne results, Oral Study news, possible Unmesh Modi forecast news, and a Croda update and I expect all to be positive

Bear, TW also said this before he got out of bed the wrong side. "Tom when he last interviewed SA in his summing up said that "if I was running Skinbio then I would raise 1 million and that would see me through to 2025 when the Croda revenues would kick in and that was only one of the pillars because there is a potential deal for the Oral toothpaste, Psoriasis, Acne and the Medical side could kick in, so lots of upside to outweigh the downside risk of Croda not materialising."

Now I accept the additional costs from the Dermatonics deal have kicked in and until we hear more about the Modi launch and how well it will be promoted, we wont know how soon or how much additional revenue that will generate, but SA did raise £3.25M gross which is triple what Tom considered was needed to tide the company over, so why does he no longer feel that is the case?

Even though Opti has declared the RNS as "another event" they have sold 800,000 shares as well (24th Nov 23 declared holding 25,740,639, now 24,940,639) which doesn't augur well for the state of their finances if they are having to sell at these prices

Noting Prof Andrew McBain's previous work exploring the relationship between the microbiome and lipids (the Urea in Once Heel Balm is a lipid) seems an exciting next step to put skinbio science into Dermatonic's products.

"As we age the natural changes that occur in human skin reduce its ability to maintain this barrier function; skin becomes thinner and more fragile, less resistant to infections, and more susceptible to develop ulcers and chronic wounds (i.e. wounds that fail to heal). In young skin, the structure and function of this epidermal barrier is dependent upon specialist skin lipids; as ageing occurs, there is a reduction in the lipid content of the epidermis. Skin microbiota also decline with increasing age, both in terms of the number of microorganisms and the number of species resident on the skin. Interestingly, skin lipids and microbiota have a dynamic relationship where lipids act both as nutrients and control factors for the microorganisms, whilst the microbiota can change the skin's lipid environment. As ageing affects both epidermal lipids and microbiota, we believe that if we study their association we will gain important new information on the processes that control healthy skin ageing."

https://gtr.ukri.org/projects?ref=BB%2FR018952%2F1

PG, first of all you are posting on the wrong BB, Probiotics are PBX products. Secondly, you need to understand the difference between good cholesterol HDL and bad cholesterol LDL, LPLDL raises the first and lowers the second. Finall, I have used the C holbiomeBP and successfully lowered my blood pressure to normail levels for my age. https://www.heartuk.org.uk/cholesterol/understanding-your-cholesterol-test-results- https://optibiotix.com/product/lpldl/