Member Info for belgrano

Do believe we have quite a few investors who would have liked to purchase at a cheaper price (lets face it we all would like that), however realisation is setting in that this probably isnt going to retrace before our next news update.
This is starting to put more upward price pressure on the stock, as they either take , top up or repurchase positions.
I know many investors like to keep a core holding but try to trade a minor amount for fun, and hopefully secure some additional stock or funds. Nothing wrong with this at all, however you want to be fully loaded before the next update.
I believe its going to be at least as significant as the last one.

Still think our psoriasis treatment will be first to market.
Believe there is a miss-conception by many investors that the company may struggle to get enough participants to buy the product..Don't believe this is the case at all...in fact the opposite is the truth.
"The psoriasis community are extremely vocal", and are applying pressure on Stuart to prioritise this treatment development above the other multiple irons in the fire.
Check 6:20 mins in...https://www.youtube.com/watch?v=z9PD8maVKNY&t=429s
This has actually been in the public domain for a year.

I believe its well worth a recap on what SBTX are doing on all fronts, as we've been focusing on one or two areas and other ones have been slipping under the radar.
I for one have signed up to receive the treatment when it comes available, not because I suffer from psoriasis, but can occasionally get other skin conditions like most of us do. This product "Enhances the microbiome to make the skin stronger in every way.
Its good for Active skin care, Psoriasis, Acne, Rosacea, and other dry skin conditions.
https://www.skinbiotherapeutics.com/articles/...Well worth this recap.
We havn't heard much about UV protection, Wound healing, and Oral health recently either, each one of which is a multi billion market, and SBTX brings some new products to that market.
It does seem that the more you investigate the microbiome the more opportunities are uncovered, and this company is one of the world leaders in this sphere.
I dont think we have seen anything yet, compared to what is coming, and pleased to support a company that will bring so much positive benefit to peoples lives.

So in the next 7 trading days, not long at all.

I do know the buying and selling on both opti and SBTX is often linked, and not just selling one stock to buy another.
Please let me explain with an example.....I'll use my name.
Bel holds a good number of both stocks, OPTI bought at ave 80p and SBTX purchased ave 30p.
Bel sells 50K stock of SBTX for 60p (robbed you say), raises £30K of which £15k is profit. (subject to CGT if his annual allowances already used up, or not in isa wrappers).
He then sells 50K of OPTI for 50p (robbed again), raising £25K but paid £40K for it originally. So crystallising a £15K loss, which balances out the SBTX sales profits.....nothing to declare to Mr.Taxman and all above board.
Good way of offsetting any stock that's worth less than you paid.
Bel now holding £55k or dry powder, ready to reinvest at either next dip, or the one he's started by selling.

Share price is definitely becoming much more steadier at the current price with those wanting to leave already gone and those wanting in already topped up at current prices. We also have players who will support any dips but cant currently get in, and the large majority who are in for the longer haul (6 months plus), and await the next news update from Stuart.
All the signs are the longer we wait the more positive that news will be, and shorter to production that timeline will also be.
Croda deal could easily blow this timeline out of the water, and it will be great to see first revenues coming in.

https://www.optibiotix-ir.com/content/news/archive/2021/10-08-21

Hi Ted,
Yes we could get quite a blockbuster, certainly quite a few different things happening right now. I'm also trying to squirrel away as many of these shares as I can. Just read my post again, and I didn't mean it to be so negative with "just information".
Some of that information might be quite transformational for this company.

I'm sure we will have the full company update before the month end and its mainly only information. The next update is going to be the hard one with investor expectation being that we will see product for sale starting this year. That's when we will be looking for actions completed, not forward looking plans.

I make the 90 days up on Sun 22nd Aug, which gives up 9 more trading days after today. Each to their own, but I certainly don't believe now is a time to sell due to the fact that many things could be released that will significantly add share and company value.Phats post below is spot on.

Hi Euro,
Believe your extracted posts from a short while ago have to be taken in context at the time of posting, and not brought up as potential evidence a good few weeks later.
For example the quote from Ted below believing that 80p which was breached on that day was easily going to surpassed.
Please let me explain,
that was from the day when a RNS showed that the treatment SBTX is just as effective as some of the best immunosuppressants on the market which have horrible side effects and cost a fortune. On that RNS alone, and on a normal day I believe those posts were correct and actually still believe 80p odd before very long now 80p will be history.
It just didn't make it on the day because of this reason, many traders bought into the stock expecting a very positive RNS, as it was a study not a trial. Also many I believe cheated the system and managed to get hold of the treatment, pretending to be psoriasis sufferers...When money is at stake, many hold no scruples at all.
So regardless of what was going to be announced..those sells were going in. So normally I believe we would have stayed in the 80p or more range, however the amount of stock the traders held managed to crash the price. They do say "sell the news", well guess they called it right in hindsight. However they were not investors just traders, and mr. Market has a funny way of re-addressing the balance, the start of we are seeing now.

Hi Euroboy,
For me the worst type of poster is one who either sells to take profits or exits his position ( nothing wrong with that), but then haunts a board spreading lies and garbage or just blocking out all sensible discussions with the sole intention of trying to put off new investors, or get existing ones to sell up . Often this is not because they think the company is a bad investment but because they wish to buy back cheaper, and dont care who they hurt in the meantime. Have even met some "boiler room gangs", who are paid and operate in packs to do the same thing, sometimes this can really damage a stock with lies, or target good informative posters to try and get them to stop posting.
I don't mind those with a cautious or even negative opinion, because that is fair enough, its the trolls I dont like, and many boards have them. Not enough have been prosecuted but some have.
Having "skin in the game", is a sign that they mean what they say, because no one likes to lose money, and its often a sign of a true troll...multiple posts but no position.

That's actually 3 investors that I know who intend to purchase more stock next week and none who intend to sell any. Should see update from Stuart in the next two weeks, the later one being favourite.
Apart from having a very saleable psoriasis product, clearly it seems to have worked on some other types of skin complaints. No share price value has been set against these as yet unknown but strongly suspected qualities.
This could impart quite a bit more value to the stock and open up more marketing possibilities.
Also believe that the highest price achieved after the last study RNS results could be history if indeed the timeframe to market our products is short.
Really looking forward to the next few months here. Know that the patient will soon be rewarded.

Even at the current market cap of 46M stripping out the SBTX value of almost exactly half we are left with a P/E of under 10, which for a expanding business based on dispersed income streams should be at least 20 or a min of 78p a share and if sales continue to grow nearer the £1 on 3M annual sales.
The diversification of products and sales worldwide does give good currency and risk protection.

yep, did the same Theanalyzer, but with both companies, although OPTI is less risk in my opinion due to its diversification.
First top up in a long time for OPTI, I'd expect to to see some more increases in a few days as others also run the slide rule over those figs.
Good news is if we have "stale trapped bulls" it might offer an exit window and provide further liquidity.

One of the questions I would lik to see answered I how quickly Winclove can increase production to supply North of 30k doses a day. Know they wanted to hold at 25k for a while saying its to guarantee supply, but feel that's a smokescreen nd other factors may be running in parellel to this such as, need to build more kit or plan in production, or could be more product based such as needing to test shelf life for up to a year. Or Winclove want to see the positive results from 25k in order to decide what level of production to increase too, albeit 50k, 100k, or 500k.

Hi Ted,
Did the group you are part of decide to invest here, Know you alluded to participating in taking a decent position.

Think realisation that the study results were truly outstanding is really setting in, couple with a very high possibility that demand will quickly outstrip supply later this year. I'm pleased to be part of a company that's going to bring so much relief to many thousands of people that have been suffering for years.

Price is stable while we await for the income stream to start.
Best rises are those with foundation on good company profits, currently we have a company here that appears to certainly going places, and on paper could generate a hell of a lot of income so current price is on expectation which clearly could be subject to unforeseen circumstances. So clearly higher risk, and now we have a balance while we wait. I do expect to see further rises but especially nearer the time when we actually start to see that income. Might be from Croda first.

We should be getting the latest updates from Stuart in under 4 weeks now outlining plans going forward and potential product launches.
Remember the main advertising via the psoriasis forums has not really started yet, however a list has been started of those "expressing an interest". I actually know of 4 genuine people who have their names on that list, and as some time has already elapsed since the end of the study I contacted them later this afternoon after hearing some surprising news to enquire if they still intended to purchase the product.
As a straw poll of just 4, all four stated that they still intend to purchase the product, with one saying as long as the price was reasonable.