Member Info for AquaeSulis01

Let's hope we get some positive news regarding Croda scale-up (i.e. has it been optimised yet), VIP likely launch date, expectations for completing the axisbiotix multi national distribution partner pillar contract (mindful that progress on the medi and clean biotix pillars seems to have dragged on for years with no reported progress). In terms of axisbiotix revenues, using the £75000 revenue to end June figure divided by the estimated orders over the 8 mth period (1200 based on mid june order number uplift), gives an average order value of £62.5. Over the last 5 months using an uplift of the latest Nov order number and average price, revenues are guestimated to have increased to £102K over the last 5 months (136% uplift over a shorter period) so marketing is kicking in but from a low base and a long way to go to achieve real penetration in the psoriasis population.

Thanks greenas. Order number progression for info:

order number 1133 29/10/21 Austin Texas
order number 1573 18/02/22 Austin Texas
order number 1780 15/04/22 Austin Texas
order number 2208 10/06/22Austin Texas
order number 3396 end Sep 22 Mike
order number 3602 Oct 17th 22 Mike
order number 3963 24/11/22 greenas

Thanks for posting mol. Must admit to being confused as to why the LPLDL presentation slides are not under the Probiotix Health banner, is it a real company or not?

stoater, if you take the trouble to register for free with Investor meets you can watch the presentation without adverts. Also, the jam tomorrow now has a date on it; Dec this year final products passed to opti for tasting and commercial launches 2023 which I would suggest is a pretty significant advance on information previously known

Well elric's only been taking axis for 4 weeks now

https://www.pinterest.co.uk/pin/81627811970458725/

Let's hope those order numbers are soaring, "psoriasis treatment" coming up with a nice page 1 link to axisbiotix with the Black Friday offer referenced. Bit disappointed that when I put in "Hair Restorer" no link with a picture of Elric's head appears :)

Might be more productive to tell us why not now that we have been told that scale- up has finally been achieved for sweetbiotix, after all launch of skinbiotix is a further safety net is it not?

Other observation regarding the named 11 companies attracting additional royalties if they take the sweetbiotix product; Kelloggs, Nestle, Coca-Cola, Firmeneach, Tereos, Cargill, Aria, Tate & Lyle, Agropur, Givanday, Tata, is the absence of ADM so is this the unnamed US Partner producing the Monkfruit derived sweetbiotix products?

Tate & Lyle is an interesting one, it currently has Promitor "Soluble fibre, soluble corn fibre, resistant maltodextrin, dietary fibre
PROMITOR soluble fibre
PROMITOR® Soluble Fibre is a corn based soluble fibre with over two times the digestive tolerance of inulin, reducing the possibility of digestive discomfort and increasing consumer satisfaction. Its high fibre content makes PROMITOR® Soluble Fibre ideal for use at lower inclusion levels to reach nutritional targets while ensuring consumer acceptance and comfort. PROMITOR® Soluble Fibre is an excellent choice for adding back the bulk and viscosity of nutritive sweeteners in reduced sugar products, enabling manufacturers to improve viscosity and mouthfeel. PROMITOR® Soluble Fibre provides clean taste, and texture, and superior digestive tolerance so you don’t have to worry about consumer acceptance."
and Purefruit "PUREFRUIT™ Monk Fruit Extract can be used in reduced-sugar products, providing calorie-free sweetness in products. Its simple labelling and recognition as safe (GRAS), make PUREFRUIT™ Monk Fruit Extract ideal for use in food and beverage products that meet with the latest consumer demands."

sweetbiotix combines the benefits of both products (fiber, sweetness, and texture) so will be interesting to see whether it finds a home in their portfolio

mol, agree website needs work but at last google search "meal replacement shakes" takes you to GoFigure shakes from page 1, whilst as previously stated, the more generic "slimming products" takes you to the Slimbiome Medical product which may come as a surprise/bonus to Opti as not referenced as a search option in the presentation that would flag up Opti products as an option.
I have now watched the presentation a second time and whilst I am not convinced that the prebiotic products can achieve profitability in this recessionary climate as they are discretionary purchases, and hence funds will need to be raised from somewhere I suspect to balance the books, the confirmation that the US Partner has successfully optimised the scale-up process and products are available for final follow-up taste testing in Customers end products, has convinced me on balance this is now a buy.. Short term I am not expecting the share price to do anything special, may well even fall on short term financials, but by end 2023 in my opinion there is a potential for the sp to triple from here

Australia if ecr find enough gold to bribe the other teams

Toyin not clio

Can you ask him then Clio would be helpful to know

...and your mates order number is?

elrico, I did, and asked my mate Mike whether he had had similar results a he has been taking axis for 6 weeks, but he replied "No, bald as a coot", problem is he had a full head of hair when he started :)

mol, I forgot to mention, the company has been spending money on google advertising, if you put "slimming products" into a google search optibiotix appears on page 1, the problem is instead of presenting you with all the Go-Figure range you are presented just with Slimbiome Medical so some way to go!

Blimey, just received two photos by email of the top of elric's head; not sure whether he rubbed axisbiotix ps onto it or took it orally but definite signs of new follicles growing, and as for his moustache..
https://www.partydelights.co.uk/Fancy-Dress/ProductDetail.aspx?StockCode=HPIE054

Agree that the discretionary nature of slimming products suffers in a recessionary environment but there are plenty of more affluent people and markets to target e.g. ; stats for Saudi Arabia for instance "According to the World Health Organization (WHO), in the Kingdom of Saudi Arabia (KSA), the overall prevalence of obesity is estimated to be 33.7% and of overweight is 68.2%.3 Jun 2022.
I do have concerns that SOH will be a forced seller of Opti shares at today's depressed price in order to keep the lights on in the short term as well as fund the increased D2C marketing campaign, however, the mid term story regarding the 2nd generation products is compelling. We had new information regarding the successful scale-up optimisation by the US Partner and told to expect commercialisation in 2023. Also, Tate and Lyle and Coca Cola were named amongst individual companies that Opti has already been working with and so would attract additional 5% royalties should they become customers of the US Partner

Comparing what was expected/hoped for pre-drilling at Blue Moon “The style of mineralisation at Blue Moon is intriguing. Compared to the scale of mineralisation seen at HR3, where typically a result could be 50cm across, we are looking at potential widths of around 7m. The previous Blue Moon campaign in 2019 recorded consistent mineralisation at hole BBM007 of 15m @ 3.81 g/t gold, which could potentially contain commercial levels of mineralisation.” we have between 85.4-97.4 a 12 M band of mineralisation containing measurable gold which looks a pretty good start to me

Yes I know bel and having just listened to SOH on Investor Meets Platform, they have plans to increase marketing spend significantly to promote D2C sales of their Go-Figure range. Unfortunately SOH left no time at all to deal with individual Q&As at the end of the presentation so no idea whether he will have to fire sell in order to keep the lights on at the same time as growing the prebiotic side of the business