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The main point I took from the presentation was that the Croda deal was happening, no doubt. SOH has said previously that if it went through then it’s worth £1 to share price. This is a no brainer.
I still can’t get over the 100,000 tonnes per year. My instinct tells me the number is wrong and should be 1000 tonnes. Just for a moment visualise a single ton of product in a cube container maybe 1 .5 meter in size - put a thousand of those together- now do that 100 more times, I bet you couldn’t fit it in an oil tanker. And that’s just a years product?
Even if Opti receive £1000 per ton (£30k for Slimbiome!?) that’s £100m per year. This would blow every one of those “70+” previous agreements out of the water - combined! That amount of product would surely equate to complete worldwide domination of sugar products.
Someone please convince me the numbers and revenue are correct!
Thats per year as well. Imagine how much end product that will make. Isn’t it “tiered “ revenue as well, where Opti receive multiple streams from manufacturer/ingredients/retailers?
Good to see this, I thought they’d given up using Influencers. I’d be impressed if this is the only product she’s been using then it becomes more influential rather than someone using multiple products.
If only there were such a thing!
https://www.bbc.co.uk/news/business-67448897
Thanks Elric,
I hope I dont give anything away but, the line I took away from that was " Thousands of tonnes, not hundreds"
Regards.
I'm pleased with the recent adverts, before and after photos. For me, visual evidence does far more than an 'influencer' who is trying out the products.
Aqua, I had an email from SOH recently, and he mentioned that March was their best ever month. Im not posting the whole of his response to my questions on the BB's but if I can have your email I'll send it to you.
In case someone is still noting the figures.
I had 4952 on 5/4/23 and
5247 on 7/5/23
Aquae, can you message me on here?
Has anyone contacted SOH recently for an update or asked why there's no figures put out?
What are any of those 75 plus deals doing? Remember when we had " a new deal a fortnight"? I'd like to see SOH go through every one of those and apply his 1/3 rule - one third will under deliver / deliver / over deliver.
Tony,
Your not the only one. I've had zero acknowledgement, no emails, notifications or broker notes. I'm assuming they will just appear.
Has anyone had any notifications or acknowledgement of their allocated PBX shares yet?
I've had zero, no messages or even anything showing on my broker site (Halifax). I assume on the date they will just appear?
Is it three years that HB have been selling Slimbiome? I remember when it was announced that it was worked out that If 760 UK stores sold one box a day revenue would be close to £1m ( give or take). And three years later the entire revenue of all deals reach a fifth of that.
I believe it's about now that Opti is due yet another six figure sum if the US company has not put anything to market if reference to Sweetbiotix.
Also the sports nutrition company said £1m sales in this year, so H2 should be ok. ( slight tongue in cheek).
Toyin, appreciate H1 has passed, Jan- June 22, but we have no revenue figures for it?. We know that H2 21 was £22k for Axis sales so was expecting some numbers for H1 soon.
Seeing as it's quiet here, and just for "fun" what do people think revenues will be for H1, as we may get an indication soon? I'll start - I think £110 - 125k.
Is this not possibly bad news?
All this time were led to believe that the big companies would pay a premium for being the first to use the technology, but now anyone can buy it and add to their product.
Gives the impression any current deals have been rejected.
Right at the end he said " hopefully launch of our second generation product this year or at the start of the next" - heard that somewhere before???