Member Info for AquaeSulis01

That's the million dollar question we would all like to know Dobbin, but first it would be helpful to get feedback from SOH confirming the taste has not been impacted by the optimised scale-up. Assuming all is well, then you would assume that as a stand-a-lone "bag of sugar" replacement, it could be on the shelves relatively quickly supported by a well planned advertising campaign. Where it is to be incorporated into another product such as "coca-cola" then it would no doubt be subject to extended final taste tests to ensure it still works well when combined with other ingredients.

Dazed, I can fully accept the points made in your follow-up post but your first post written in pigeon English was ridiculous.
"An RNS this morning trying to soften the blow as still no RNS regarding 2022 accounts. SOH must be desperate to find a way to announce them looking as not worst as they are. Change of strategy have been desastrous for the first months of 2022, have they been better for the second part? Mr Hammond was taken to the team to find a breach in the NHS"

Like you I await the RNS announcing the full year results figures and outlook as the major partners have been regularly re-ordering slimbiome in the second half and into this year and it will lead to a share price re-bound, but the inference that he somehow needs a smokescreen Reach RNS to deflect from disastrous figures rather than the poorly timed departure of the CEO coupled with the complexity of decoupling the accounts from PBX being the reason for the delay, is extremely unlikely

Well said butcher, and certainly a more reasoned response than the appropriately named DazedandConfused. Makes perfect sense to flag-up the benefits of slimbiome on the back of the excitement generated by the over-hyped injected drug which will be limited to severely obese people anyway.

Fortunately skid, the US Partner will be responsible for marketing sweetbiotix

Interesting article in the Sunday Times today with Tate & Lyle CEO Nick Hampton who is on a mission to make our meals and snacks largely sugar-free. Basically, they recognised the role fibre needs to play and they haven't yet cracked the sweetness and texture (mouthfeel) conundrum themselves yet. Bearing in mind Opti's previous engagement with Tate & Lyle let's hope a launch using sweetbiotix via the US Partner isn't too far away.

https://www.thetimes.co.uk/article/tate-amp-lyles-nick-hampton-healthy-food-is-the-key-ingredient-in-our-success-rp5npzs6x

Don't under estimate the risk to patents when setting up a JV in China

"The aim of this report is to highlight
the strategic significance of high-tech
joint ventures for EU–China relations.
Joint ventures can serve as conduits for
technology transfers from Europe to China,
and vice versa. For decades, foreign firms
have shared advanced technology with
Chinese counterparts through joint ventures.
In many instances, the Chinese government
requires foreign companies that engage
in direct investment in China to work with
a Chinese joint venture partner. European
companies and governments have long
complained that this requirement often
amounts to forced technology transfers.
European countries used to regard this
primarily as a business risk, not a strategic
one. Today, however, high-tech plays a
central role in the growing geopolitical
competition among the world’s great powers.
The Chinese government, especially through
its ‘Made in China 2025’ strategy, has made
it clear that it regards as a strategic priority
the rapid development of its high-tech
capabilities in a broad range of fields. This
has contributed to European concerns that
the Chinese government is systematically
seeking technology transfers from the EU to
China."
https://www.clingendael.org/sites/default/files/2022-08/CA_Datenna_0.pdf

To be fair legal, in the short term PJ selling isn't a concern because he currently has lots of insider knowledge and so cannot deal in the market. At the very least Molopo and Tati results will have to be announced and made public, before he is free to deal, by which time we will all know our fate regarding the sp movement and can transact as we see fit.

Near the end of that interview sol, Sean mentions further exploration to come at both Molopo and Tati which is encouraging

roger you asked to be corrected if you are wrong so happy to do so "He didn’t mention Tati once (pls correct me if I’m wrong) and that was one of PJ’s regular references as to potential on the short term horizon.
circa 1.40 Botswana; Molopo and Tati both mentioned

Well said Battery, wishing you and your family well Paul in whatever personal challenges lie ahead and irrespective of future Project results, thanks for all your hard work in trying to make something positive happen for shareholders.

SOH still hasn't answered the questions from the last Investor Meets presentation so don't hold your breath

Why indeed martinu, perhaps a question for our NED Stephen Hammond as to why the NHS are not being targeted with an awareness campaign for Slimbiome Medical which is designed to do the same job but without any unnecessary side effects?

"Neil Davidson, Chairman of OptiBiotix, commented: “Hammond’s appointment reflects the continued evolution and ambition of the board as the company moves into the next phase of its development to become a profitable international business with global brands. Hammond’s international understanding of healthcare, finance and experience of working in senior positions within the government sector complements the current board’s wealth of experience.”"

I didn't think the exact royalty details had been agreed; from the commercial arrangement RNS
"SkinBioTherapeutics will be paid tiered royalties based on global sales revenues on any licensed products derived from the partnership which will be subsequently agreed on successful development of the technology."

100% right there chilting. In fact your reference to Weichai being state owned brought a smile to my face in the light of the Chinese comment regarding the German Govt intervention regarding Huawei.
"China firmly opposes Germany’s generalisation of the concept of national security and abuse of state power to intervene in the market in its cooperation with China, which not only violates economic laws and the principle of fair competition, but also harms others rather than benefits itself,” the statement said."
https://www.aljazeera.com/economy/2023/3/8/china-slams-germany-for-rash-decision-to-ban-huawei-zte

Nothing wrong with a bit of diversification Bel and good luck with your new ventures. Understand your frustration with the Croda deal that we were led to believe would have seen a launch by now and I guess in some eyes is starting to look like sweetbiotix but without the benefit of a pure profit circa annual £120k pre-launch annual royalty.
Personally, I believe both launches will take place in 2023 leading to major sp re-rates so will suck it up in the short term and hold for that news.

legal, one of the main reasons ecr optimism has picked up is because of re-assay results from a diamond drill that took place in 2021, whilst we still await assay results from any of the new targets at Molopo with potentially more targets to be announced once all assay and downhole data is back and has been analysed, so I totally disagree with your opinion that ecr is somehow on a start of a journey whilst Pow is not

Yes, whilst EU regulatory clearance took a lot longer than the company expected and unlikely to be financially significant in the short term, it does help smooth the way for that large partner deal we all await which will make a major difference to future sales with appropriate marketing expertise and spend behind it.

legal, POW have been far more circumspect than ecr and also have far more assets to fall back on than ecr and yet curiously you appear far more optimistic of ecr's chances and critical of POW's which I find odd as failure at Creswick would be a massive setback for ecr basically laving just one totally unproven asset at Queensland where a single drill hole has yet to be made. Personally, I believe both Creswick and Molopo will come up trumps but at least we have Tata to fall back on if things disappoint

Whilst the re-assay results taken from the DMS were pretty good, the main focus and hence excitement for investors now is that the company are now closing in on the source of the gold that has flowed into the DMS. From the presentation:
"Historic production of up to 2.5million ounces from deep leads- Source not identified? Source of gold suggests from
adjacent veins"

Yes, the shares have been issued and like us the drilling company can choose to sell when they like as long as they are not in possession of insider information (which currently they will be) The clue re the risk sharing appeared in the original contract RNS "The potential offered by this drill programme is amply demonstrated by Mindea, the drill contractor, taking a significant portion of the contract costs in Power Metal shares."