Member Info for belgrano

It seems that sederma /Croda tie up was a natural joining of both parties with similar interests. An ideal partnership as they clearly strive to maintain a leading technology advantage in the latest breakthrough developments as can be clearly seen with their website. https://www.crodapersonalcare.com/en-gb/our-brands/sederma/about-sederma
Also their products do command a premium price as well...these aint a fiver each.???

Believe you can be happy Toyin, if its small batches being produced Winclove can keep on churning it out, batch after batch.
The linch pin for me is Stuart's close contacts with the US national psoriasis association who are going to ...
1. Endorse our product .
2. Offer it at a very slight discount to their members.
3. Offer to advertise freely the product to their 6M members.
4. Already calling SBTX "partner".
In return they have.
1. Got Stuart to prioritise the treatment development for their suffering membership.
2. Also may have had a say in the price point, which is well below most treatments on the market.

These are the missing pieces in the development puzzle, which will cause this stock to fly...So get them golden tickets while you still can... and if anyone wants a friendly wager for a tenner to charity...I'll stake product is available nearer to the start of the fourth quarter than the end, because some contingency was built into the plan...

Hi Train tracks,
Very good question. Believe the original idea was for OPTI to gain more investor exposure and hence grow the share price. However lack of "hockey stick" growth, and realisation of the costs involved may have put this on the back burner, along with the fact that the parent company is still in the red many years after investors expected them to be flying. So US investors may view the stock dimly and not worth the effort hence no action there. However lets fast forward with SBTX now getting lots of usa subscriptions, it may be worth the effort.
However my own viewpoint is that we wont need more investor exposure once product subscription starts in a short time, as MR.Market is pretty savvy and once say the first 10K subs are in and rising fast many shrewd investment experts will be searching hard for stock, so we wont need more investor support...they will come anyway, it will sell itself.

now getting quotes again and its gone blue.

Can't seem to be able to buy currently. can still sell loads.

Hi AquaeS,
Yes SBTX is a customer of Winclove, think I've got the answer now as doing multiple runs of smaller batches to satisfy production quotas initially. Actual first order size yet to be confirmed. 2 year shelf life will really help.

Hi Toyin,
Think we've both on the same wave length here. I also believe subs will come in much faster than that in trying to satisfy the huge demand from the States. Expect the majority of "pre registered" people are UK based, but the main upswell of orders once things really start to shift will be from the States.

Hi Toyin,
Yes know they can possibly supply 500K before outsourcing, but there's no way they'd ever do that, before having at least a guaranteed market. Bear in mind to churn out that quantity going to tie up a hell of a lot of production which I expect is currently employed elsewhere. Not just the final blending but ingredient digesting at scale and storage. No large scale manufacturer does this, and many of the different runs I used to be involved in would have a run plan several months ahead.

Good post Elrico,
Also one factor which we don't know will be the capacity of the digestors/reactors/ blenders that Winclove will be using. This will ultimately limit initial availability. Some of the industry I once worked in had almost 3 gallon glass flasks mixing up very expensive components up to some 20 ton reactors, and larger blending tanks.
Having several strains/ingredients, does pose some blending capacity issues as you cant sell it if you havnt enough of each, and no production schedules would ever allow for having facilities on standby awaiting an ingredient or two.
My thought process was that it may be Winclove that are actually calling the shots here, and that they dont intend to outlay a lot of capital (on process production equipment and product formulation and ingredients), until a certain customer subscription milestone is obtained. No good churning out 20 tons with a 12 month shelf life, say good for 50k customers, just to find it takes 9 months to achieve 25k subs.
So make enough to start with for say 10k subs, waste nothing and don't tie up larger more expensive equipment either.
If it goes well then scale up the next batch, knowing 10k are guaranteed, however this will cause sales delays (oh dressed up as .......guaranteeing supply to customers). Call me a cynic, but thats what we would do.
Which does flashback in a way to a previous post wondering if "pre-reregistering for supply might snaffle all availability".
Certainly interesting times ahead for us here.

A real good question to firmly nail down at the manchester meet. I intend to go. Also want to get some real meat on the bone regarding any potential "delay", in then increasing subscriptions further "while we assure continuous supply", because that's probably correct I've another theory on this one, which I also believe more.
Bit different from when well poured over statements are released, as compared to a investor asking pointed questions and not letting them side track at all.

Will we actually have a big launch??? Reason I ask this is the number of those expressing interest outnumber (err probably), amount of product available, so just reply via e- mail, to those expressing an pre launch interest first, and do the launch when more product available. Sort of sold out before launch..just like the i pads of old, and look what happened to their stock price.

Hi R55DRG,
So far I cannot see any hold ups or restrictions with the progress of SBTX currently.
I do get a little peeved by the traders trying to sell down the stock, similar to what they used to do with OPTI, before income started. I don't know who it is but doubt its our institutional backers, but certainly someone with deep pockets, and probably someone who was invite to participate in the previous capital raise.
Also believe this has caused depression of OPTI prices as gives option to take some profits on SBTX whilst offloading any losses on OPTI to balance the books and limit GCT. Sometimes holding stock at a loss can be useful in reducing tax exposure.
Still very convinced this product is going to fly, as my straw poll amongst some I knew as having "pre registered"suggested that they all still intend to purchase.
Just would be nice to have an idea just when that might be as we are in to the 4th quarter in just 10 days.
However I've learnt the hard way over years of investing to ask questions when it goes quiet for a bit. Also its good to push for more accurate information, because I think every investor here can see the difference between getting a few hundred subscribers and slaughtering a 25k initial target. Mr. Market certainly will for sure, as the former will lead to stagnation and the latter a real stock boom based on hard sales.

Hi Aqua,
We know the axis objective is 25K customers, however when listening to Stuart it did seem to me (and I often get confused Doh), that they intend to slowly launch up to the initial 25K. that's actually completely different and I hope you are right.
However it does require clarification, hence the rationale to my initial queries.
Do you hope to go to any of the investor presentations arranged by elrico, I cant make the portsmouth one, but just seeing if I can change things around and drive up to the manchester one, or even fly up from southampton. That would be an ideal opportunity to really pin some of these questions down.

Many thanks AqueS, knew that post was in the public domain.
I'm looking for some more meat on the bone and as an investor in this company believe we deserve a little more, than very broad fourth quarter dates. Indeed some psoriasis sufferers are taking their current medication and wish to more accurately plan switch over of medications to the new product.
Winclove clearly have a planned (has it already started ) product production run ...how much quantity are they planning to produce, ?????? because I believe product is going to be well over subscribed. Expect we could be told a lot more accurate information, if they wanted to share it even if provisional.
Also more information on our "beauty parade", is expected.
As shareholders investors we do have a right to be accurately informed, because quite frankly another company which we all know and love , had a factual history (in my viewpoint only), of high expectation then poor performance for years. The share price there, is still seeing the negative effects of that lack of performance. (And many investors here have lost a lot of money currently there).
Not saying it will, but I'm not prepared to go the same way here, and accept wooly "fourth quarter" expectations. Nor should other investors either. Maybe I'm being over cautious as I've great respect for Stuart and he's NEVER let us down, however when you and your friends hold actual percentages of this company I believe we do have that right, as I expect other holding institutions do, to have more information and more detailed progress.

Be nice to hear something about this now, seems to have taken second place to the psoriasis treatments. Also a sederna update on where we are currently.

sorry guys i dont subscribe to TW, so just trying to join the dots here, without breaking copyright can somebody throw some more light on the subject for us poor plebs...lol.

spoke to soon lol, looks like the sub 60p floats been snaffled..comon..who grabbed that 30k .well done.

Found a little bit of room in the wife's ISA. Certainly while we have a slight lull in news its well worth maximising your annual tax free advantages now. Use em or lose them. Just hope prices stay so attractive for a bit longer.

With the abruptness the selling stopped (and also hitting resistance because a lot of those sub 60p trades were buys), I do wonder if it was mainly one player or one group that were selling down.

Well done Sir, If you want to give me a private contact method, I'll make you even more pleased.

Just progressing on from my previous posts, and sry if I go around the houses a bit, but it does all join up in a important way.
Just yesterday I received a call from another OPTI/SBTX investor , who had just listened to the latest broadcast by in my viewpoint the brilliant master strategist SOH. https://www.youtube.com/watch?v=aPOBrx3c0A4
He thought it was all a little drab and dry, and not much happening....but I feel he missed a couple of very important strategic points. Namely about the change of OPTI strategy regarding SBTX stock...Which strangely enough ties in exactly by a similar U turn by the second biggest holder Seneca. I have lots of respect for SOH and when he appointed Stuart he picked a diamond to lead this company.
So if you cut me a little slack here and run with psoriasis products being endorsed fully by the US national psoriasis associations, its not hard to see the targets 25k/50k 100k....500K being achieved. Indeed I believe we could be working towards the 100K, by this time next year. We know what those incomes will be now.
However I believe our biggest share holders also knew it as well, and clearly got updated by Stuart a while ago when they stopped selling, and we have new investors like Tyndall taking increased positions.
In the recent opti broadcast SOH clearly states this change of policy regarding SBTX divi for OPTI shareholders, and without saying "well when SBTX becomes a 10 bagger in the future, it'll triple the share price of OPTI and we'll all be happy with that". But he informs us that he sees much more valve coming to SBTX in the near future.....
When a share takes on a sudden profits lead rise, its really useful to know what the biggest shareholders are likely to do. We've all seen gains get sold into before. Here we have a case that they feel the time for holding stock is now.