Member Info for belgrano

I've been a subscriber of his for a period quite a few years ago. he does cover a good range of aim stocks. Looks quite a pricey subscription now. Did use to find he did give a frank and honest overview then. Certainly a lot of the stocks he covers often end up tanking but thats penny shares investing. Some with say even a broken clock is right twice a day, however he is no fool, and did tip me some stocks that became multibaggers.

and producing in the States is going to be really easy for them.
https://www.wincloveprobiotics.com/business-opportunities/wincloves-business-partners

Believe it dependable whether the goods are consumed in the UK..IE We would pay VAT, but not if exported to USA which is the main target market.
https://www.gov.uk/guidance/vat-on-goods-exported-from-the-uk-notice-703
There any import duties might be payable, unless its produced under licence in the States, which I believe is already on the agenda.

Good point Farris and one that you picked up on..if the product had had a very short shelf life it could cause serious supply issues hence the reason for cautiousness in quantities of supply.
Seems those fears are now unfounded, but a really good point. just the sort of thing these forums are for...sharing info and helping each other, and spotting any hurdles.

Hi Phat,
Your first sentence was the one for me (and what I avoided mentioning..lol ), however it was known that we did have a real ace up a sleeve and that was Stuarts excellent links with the main psoriasis associations.
Clearly they have been working together even with things such as pricing and product development prioritization. Looks like using that ace was in the "robust" plan all along (As I hoped and suspected).
Its the reason why I've been very highly confident for a while now, that once supply is assured, subscriptions and much needed relief for many thousands of sufferers is assured.
What a brilliant problem to have for a company CEO "can we assure and supply enough product". That's a CEO's dream, especially when they have a world class and renowned manufacturer like Winclove doing it for them.
Now you can see why I've taken a real serious position here, and the good news for everyone here is the price is still very low in my view to what is coming.

Think to be fair there wasnt anything overly new or not know about by those with an ear to the ground. However for me its brill to just hear that confirmation that everything is on track and the company has a very robust plan to steadily increase sales fully in place.
This could stem for other stocks where long silences turn out to be bad news thats not been communicated. Think we've all had those. Dont believe anything there was sensitive or would change matters, however might increase investor confidence. It didnt matter to me as I was already very confident and can reveal that all those unknown 68p trades end fri were in fact buys....Just dont tell the misses.

I did post below on the ADVFN board.

My biggest fear was that a great product would be produced but then fail to sell in the quantities we would like to see.

It was one of the reasons another company we all love failed to take off as fast and as much as I would have liked.

Listening to the interview a few times, those fears have been put to rest, indeed I'm pretty convinced the opposite is true, that subscribers are going to well outnumber availability and that Stuart has a robust plan all in place and agreed.

Top drawer Elrico, many thanks.

Fully agree Dorset65, it also has that constant customer need especially in younger people trying desperately to look their best but sometimes blighted by being covered by spots and pimples. When right bacterial strains are selected and perfected with another study , you might expect them also to become a great selling product.
Each one of these products could be huge in their own right, do we need more of a team to handle prompt development and route to market, because our current one might be getting overloaded.

Hi AquaeSulis01,
I dare not post them, however you are correct. Also why last week I contacted the handful of people I knew had signed up for registration, and asked them if they still intend to purchase...all said yes with one saying it was price dependant. So that was a small straw poll conducted, which also falls positively with Stuarts comments, kindly echoed by Train tracks.

Great to hear everything is on track.
Stuart has never let us down and has kept all timelines despite Covid His track record is superb.
Clearly today many investors have watched the broadcast, run the slide rule and can see where things are headed, and we can start to put in some figures with time lines now.
25K subs = 9.1M income... Believe this could be achieved before end of 1st quarter 2022 if some whispers I've heard are correct.
Period of stability.. and growing waiting list (time frame not yet determined), believe its bringing on more plant and facilities..Say 4 months. ---july 2022
Moving to 100K (might be in smaller steps), however seed well exceeded this number in usa by social media alone so realistic, and by this time the forums will be getting loads more feedback from satisfied members....
Dec 2022 ........100k subs achieved. income 36.4M per annum.
Mr.Market sees quickly growing rev stream so values at p/e 30 or company value 1092M/ 157M shares or £6.95.
yr 2023...Plan to move to 500K subs, then sub contrat out.....predatory sharks are gathering ....Party goes wild, balls of steel req.

Yep clear co-operation between Stuart and the major psoriasis organisations and forums 8M strong confirmed. I did know this secondhand but best to come from Stuart. Hes also been silenced over the numbers expressing interest, although he wanted to say, hes been warned not to.
See how he talks about sharing/rationing product. There are more wanting than the company will have product available for initially as first production is only for 25k. When the rest see these results they will all want it as well, as many are paying 10 times as much for much less with horrible side effects. One of the reasons I conducted a straw poll a short time ago to see if those I knew had signed up still wanted it. Results were a healthy outstanding yes, with one person saying it did depend how expensive it would be.
I'd break a whole bottle out Train tracks, because not only have we had confirmed that production and sales registration are well on track, but the biggest hurdle....getting many thousands of subscribers is not going to be difficult. This is the differentiating point between this product and many others as the way to market is satisfying a unmet need and is unique. Also the complaint people suffer with keeps them searching for the right treatment as it can drive them crackers, and not a thing you can intend to do and then forget about. Pretty rare an opportunity like this comes along, to be able to do so much good and aid suffering for so many. Also why its also my largest holding by far right now.

Train tracks,
Buy that glass of fine wine.
https://www.youtube.com/watch?v=C3zhpYv1eRE

Great question train tracks, just given you the first tick up. We know Stuart has strong links to the psoriasis associations with their 8M members.
Also know they have been pretty vocal to the company asking for prioritisation of this product development. Stuart said as much in a previous interview. I actually believe this is the right thing to do verses say a skin cream that makes your skin look younger by increasing its elasticity.

The higher than originally envisaged sale price of £1.50 before shipping clearly gives greater returns to the company. Believe royalties were at something like 70%, so giving a generous 50p to Winclove, will still generate 9.1M per annum to SBTX. This is at the same time the Croda deals will also be producing royalties.
Timeframe for this could easily be just 6 months away, and as soon as this is achieved the next targets will be an order of magnitude higher than 25K subscriptions with 100K per annum.
Winclove will be able to supply up to 500K, then supply will have to be farmed out.
25K - 9.1M
50K- 18.2M
100K -36.4M
500K- 182M ....Counting nothing from other royalties like Croda, or other treatments, suggested in the RNS today.
Would anyone like to stab at a shareprice for a expanding company with just 100K subscriptions, and 36M annual income and little costs.

Clearly the psoriasis societies being very vocal are taking center stage, with the business update . However I believe the first income streams being produced (but not accounted for, due to terms of contracts), will be from Croda.
Hence first production of a 20T batch in Sept...not 4th quarter...and why not just do another 600ltr one or two??
They want our product and a lot of it ASAP, so large scale production is potentially starting in a couple of weeks. Is the first 600ltr batch already being added to creams already and its envisaged a lot more is going to be required soon, hence the fast tracked larger scale production of 35X as large.
So income royalties will almost certainly be accumulating from Croda this year, however as things like this are almost always retrospect we wont see much starting till next spring or so.
One thing I do know....that's a heck of a lot of cream once mixed and diluted, they are going bigtime for the main stay market, with enough to blow any competition out of the water with this new ingredient, which I expect is exactly the plan.

Good to see all the traders leaving today. They were going to leave regardless of what the news was so I'm actually quite pleased the price didn't jump up much as it was always going to be sold into.
Normally see market rebalance its self after a few days. May give a nice entry position for those looking to top up as its seems a few are already. Need to update income price predictions V subscription numbers now we have some actual product prices to go by.

If you think about it logically, they are already at 600 ltrs production and moving to 20,000 ltrs starting in Sept or just 12 days.
no way could you make 20,000,000 ltrs or 20,000 cubic mtrs.
However 20,000 ltrs is over a 300% size increase. The RNS is wrong.

Hi Madaboutmedtech,
Really hope you are right about 20K cubic mtrs, if right thats really a stunning amount of product...blown away, would be my reaction. Also as a % ingredient, how many pots would that fill. Royalties would be huge.
Also product going on sale for psoriasis is 50% more expensive than I thought...thats all dropping to the btm line, so more slide rule calcs to be completed shortly.... got to be min £1.00 a day to the btm line.

Great to hear that sufferers from Eczema saw on average 67.5% improvement and that improvements seen in Acne and rosacea subject to another more targeted study...clearly more market potential.
Had to laugh at the Croda update.."scaling up to 20,000 cubic meters"...V 20,000 ltrs....going to be swimming in it then...but excellent progress.

Anticipation building here today, bet a few are up early eagerly awaiting the information update.
Good luck to all true holders.

Well only 4 trading days after today till the exact 90 days is up for the latest trading statement.
Favourite date must be tomorrow. I'm certainly looking forward to it.