Member Info for AquaeSulis01

Ty for posting Robj. So in terms of the Q3 and Q4 milestone progress, one part of the Q3 step "proceed to further Community preparations has been achieved, but the Q4 end milestone to start construction has now slipped to Q1 2024.

NickE the 25k reference came about as a result of the US Psoriasis Association reportedly describing themselves as Partners to Skinbio opening up the huge American Market with 9M psoriasis sufferers. Subsequently transpired the "partnership" depended on a third party who wanted to cream off a lot of the profits so never went ahead and hence sales to the US are negligible at the moment

Lol

Hvivo is the new name for Open Orphan who you will of heard of I suspect Clio

Fairview, your best bet is to watch the Investor Meets Presentation for May 2023 to come up to speed with th ecompany. Regarding sweetbiotix, the company intend to launch sweetbiotix in their own products as part of a soft launch end of this year or early 2024 in addition to the possible inclusion in one of the partners products. You should not that SOH during the presentation forecast only minimal contribution from sweetbiotix to overall revenues until 2025 so will be a gradual process

Hi Farris, the SA announcement appeared in the comments related to the Opti Podcast so click on the Opti podcast with TW and then scroll down to the comments section. Next up incidently is Steen from Probiotix Health this Friday

Why? Opti own skin shares not vice versa, they expect revenue of circa £1.7M 2023 and a soft launch of sweetbiotix, the value of PBX which Opti also own 44% of has gone up and they started this share price run at 6p with a ridiculous Market Cap less than £6M which was less than the assets in Skin and Pbx they owned valuing the Business at nothing. Skin on the other hand is valued at a Market Cap of £21.8M, revenue was just £77K last year and all hoped for big news regarding an acquisition, Multi National Partnership and Croda has slipped. Consequently, you can't expect the share price to take off until big news drops

Not me but yes TW will be doing an Interview with SA on 4th Aug Farris

Croda six months results out today, and relevant paragraph below.

"Beauty Actives is launching novel anti-ageing actives developed through collaboration between our biotech and high throughput screening centres in the UK, France and Canada. This is one example of how Croda is reinforcing its leadership in biotechnology, established over more than a decade in plant cell cultures and fermentation, and now being enhanced by investment in processing for scale up, biocatalysis and synthetic biology. "

Lactobacillus rhamnosus (basis for skinbiotix) would be classified as a biocatalyst I believe

Shandy, what has changed is that the manufacturer has successfully scaled up both a liquid and freeze dried version of sweetbiotix, so providing it is proven over successive batches to consistently taste the same as the lab versions which have already been tested by the named Companies, then why wouldn't they proceed with a healthy alternative to sugar, sweeteners and Corn Syrup. The latter is in liquid form which is preferred by some companies to add to their products and wont have any novel structural hurdles to overcome so will be good to go shortly. Interesting that Coca Cola in their Classic US version of the product use Corn Syrup rather than sugar with all the health concerns that go with it, other Countries use sugar with varying levels of sweetness depending on where it is made. And finally don't forget we are talking about a suite of sweetbiotix products in three different structures and varying levels of sweetness (2* as sweet as sugar to over 200 times sweeter) so not a one trick pony

Zac Mir has spoken :)

https://www.share-talk.com/traders-cafe-with-zak-mir-bulletin-board-heroes-monday-24th-july-2023/

All true but don't forget up against the financial lobbying muscle of the Sugar Industry who have a lot of US Politicians in their pocket.

https://www.opensecrets.org/industries/lobbying.php?ind=A1200

On a brighter note, the key phrase in the UK Investor Magazine update for big riser Opti is this:

"OptiBiotix Health says that well-known consumer brands like Kellogg’s, Nestle and Coca Cola are interested in SweetBiotix. These multinational brands would not allow themselves to be mentioned in a press release if they were not strongly considering the use of SweetBiotix. "

https://ukinvestormagazine.co.uk/aim-weekly-movers-optibiotix-health-sweetener/

Joy, you have to appreciate the huge number of new investors that have been made aware of the opportunity here following the publication of the sweetbiotix specific RNS. The MM have used the stale bulls disillusionment here to artificially collapse the sp on very low volumes sometimes as low as a few thousand shares traded but never more than a few hundred thousand over the last 3 months to collapse the sp. TW's sharestock plug at the end of June raised transactions to just shy of 2M for a few days before the RNS resulted in trades approaching 7.5 Million today, that is why the share price has held up. Every chance of this pushing on to the 30s now that the 15p resistance has been smashed with good news expected in August from both Opti and Probiotix Health from 2023 H1 results.

For the chartists, holding above the 15p resistance line next target 34p over the next couple of months according to Zak

https://www.share-talk.com/traders-cafe-with-zak-mir-bulletin-board-heroes-friday-21st-july-2023/

Clio, perhaps in the light of recent events; Opti sp taking off and the lack of BB activity and price action here, it is time to revisit your 3rd July post.

"The lift in OPTI price is because of speculation about a deal with a Coca Cola, which we all know could be transformative but is also, realistically, unlikely to happen.

If only there was a small IP company to invest in who already had a deal signed for their technology with a multi-billion pound company, who’s deal is nearing commercialisation and is not just working on hopes of a signature which would be followed by years of testing and waiting.

If only indeed."

The reason for the substantial Opti price surge which has seen it double bag in less than a month, is that the opportunity known to the stale bulls has been flagged up to a wider audience of new investors via a very clever Reach RNS released by SOH which said nothing new but did flag up one element of the potential uplift in the Companies future revenue prospects. Opti was and still is substantially undervalued on current assets held and likely revenue generation this year.

However, just like here, there are not many shares held by MMs, they have manipulated the price down on very low trading volumes so when new blood is attracted to the Company the price rockets back up very quickly indeed. We know from the 14th June Business Update that lots of news across the pillars is anticipated before the end of this Calendar Year which will include news of the Croda trials commencing November, with the prospects of at least one of the Acquisition, Multi National Partnership deal for Axis, Acne Consumer Study, and maybe even other Pillar partnership announcements. Once this news starts to drop the sp will rise dramatically as the new Investors become aware of the opportunity and quickly buy up the few floating shares held by the MM. So to the Stale Bulls or even ex-bulls (you watching bel?) I'll repeat the 29th Jun Opti advice (when sp 6p) now might be the time to buy

Albeit, Vox's own inout is somewhat inaccurate. "OptiBiotix has hit a number of key milestones since admission to the AQSE Growth Market in March 2022, launching LeanBiome within well-esteemed e-commerce retail company The Hut Group’s lean product range; and making its mark globally with the launch of its GoFigure line in India and China."

Optibiotix Health has been on AIM for many years, they split the probiotic side of the business out in 2022, Probiotix Health, and it is this company that appears on AQSE. Incedently, for the new investors here, useful to note that the share price for the combined prebiotics and probiotics business immediately prior to splitting out the separate company was circa 42p to sell ; as of close of play Thursday despite the recent sp rise in Opti the combined sp is less than 20p to sell so a lot of upside to come.

Worth re-posting my comments here on 29th June with the sp sat at 6p wwhich seem quite prophetic now "Too many stale bulls here and not enough fresh blood. Apart from the bad debt provision the results were exactly as predicted and the market cap for a company with zero debt, enough cash to last until 2nd qtr 2024 without having to generate a single pound in revenue now that cost reductions are saving over £40k per month have been implemented, not to mention the PBX and Skin assets, makes this company a steal at current sp. 2022 revenue of £475k did not include a single order from the two biggest customers who are once again drawing down slimbiome stock from suppliers having got through their overhang, and with the addition partners Nahdi and Apollo on-board for 2023, every reason to believe the pessimistic £1.75m revenue forecast. Throw in the expected Croda Nov 2023 additional skinbiotix trial announcement revaluing the Skin asset and a soft launch for any of the sweetbiotix products and things start to get very interesting. So as "dogs" go this is a real pedigree when compared to similarly valued cash strapped and asset less companies with nothing like the near term potential here. Agree that Directors putting their hands in their pockets would be welcome, and I suspect would lead to a rapid re-rate in the sp as I do not believe the MM's have that many shares on their hands"

Well bogyo, only a Reach RNS but seems when it comes to sweetbiotix SOH is able to "communicate it and ride it"

Don't think I'll be worrying too much over an 8% drop in sp when onlt £26k worth of shares have been sold. Think I'll wait for first half 2023 numbers due out next month which should lead to a re-rate of the share price

Bogyo, sales of the product "lpldl" actually grew 19% in what has been a very difficult 2022 for most companies with revenue decreasing because of Customers overstocking in 2021 to guard against supply chain issues. Sales of lpldl have continued to increase in 2023 with £1.1M already achieved by June so goes from strength to strength; not bad for a "ghost".

I suspect you mean the share price of Probiotix Health has collapsed as a result of the float on AQSE which would be a concern if the company needed to raise money which it doesn't. However, I do expect either a move of the company to AIM once the 18mths are up in Sept 2023 or a sale of the company at a significant enhancement to the current Market Cap which is down to the illiquid nature of the AQSE exchange rather than a reflection of the performance of the company.

Regarding sweetbiotix, yes it was seen as an essential big catalyst to move the share price on as recently as the day of the spinout of Probiotix Health when the sp for Opti on its own was briefly available at 37p to sell but is no longer a pre-requisite for the sp to multi bag. Any significant upgrade in the value of Opti's PBX 44% shareholding and 18% holding of Skinbiotherapeutics together with a rapid recovery and growth of first generation products will conservatively lead to a return to a 37p share price which is a four bag at today's sp. Throw in a successful sweetbiotix launch and who knows where the sp may head but should now be looked on as the cherry on top rather than the only game in town.

Bogyo, we have ben told that the best we can hope for is a soft launch using Opti's own products for 2023/24 and not to expect major revenue from sweetbiotix before 2025 (see investor meets presentation forecast slide).

However, SOH has gone from being very bullish about his forecasts to extremely cautious. For instance, total revenue forecast for 2023 is circa £1.6M. However, also from the Investor Meets slide we know that Nahdi has ordered 48,300 boxes of GoFigure products which retail on the Nahdi website at 184 SAR (£38), but if we use the lower UK sale price of £21.99 as the price Opti receive then this equates to revenue of £1.062M from that source alone without any further orders and Nahdi forecast 250,000 boxes required in total. (Note the 48,300 boxes appear as actual for 2022 but the revenue wont be recognised until 2023 when the product is manufactured and delivered). India also delivered £61K towards 2022 revenue and will be a lot more in 2023. So throw in the continuing momentum with e-sales, returning orders from the THG and H&B and H2 orders from new USA Partners for wellbiome and Leanbiome and I can see actual revenue easily exceeding £2 M for 2023