Member Info for belgrano

I'm a bit surprised to see we still havnt had a holdings RNS from here. Been seeing chunky sells being constantly mopped up for ages now, adding up to many millions of shares.
I know investor confidence took a major hit at the beginning of this year, and other pharma stocks are currently less safe but shine brighter, so more likely to attract the hotter money.
However some big players are certainly accumulating a lot of stock here in the 48-51p region, while we await a formal company trading update. Its overdue.

Hi Ted,
Believe a lot of the selling we have seen since our RNS, was offloading hoping to buy back cheaper, not loosing faith in the stock and moving on.
Clear market signals coming out over last couple of days that the btm of this dip has been found..(right where resistances kicked in previously), and now we might see a scrabble to regain that stock again now the price has clearly turned.
In addition it will put sellers off from offloading for a while as well.

Its easy to run the slide rule over the psoriasis and skin treatment subscriptions. However the one being overlooked is the Croda skin cream deal and the forthcoming "beauty parade". with the sbtx ingredient to improve suppleness and elastical tension, skin recovers some of its features which skin in older people gets lost. Some have likened it to an "antiaging cream", which is the holy grail of skin creams.
Royalties may be about 10%, but forget about your £2-3 a pot creams...these are high end top market performers with a very high premium, often into 3 figs per pot. Its going to be added into existing sellers to improve them further, so an almost guaranteed revenue stream on an established line.

Stuart has fully delivered on everything he says without fail. He says sales of the product will start 4th quarter 2021, I fully believe him. He also says they will increase subscriptions to 25K, I also believe him on that. Returns on those numbers alone are brilliant, well worth running the numbers.
After that who knows, but 500K was muted.

A lot of news about to be released over the next 6 months, and we see some quite frenzied offloading which does puzzle me. Easy to just blame Seneca, but we would have seen another RNS now if it was then goes by some of the volumes sold. Certainly a good opportunity for some investors. Just wondering if all the old gang are still here holding strong or departed.
I'm holding everything currently, as I feel the next step up may be highly significant.

still seeing some share price decline, clearly some individuals selling own holdings, but still got an underswell of some block selling as well.

welcome lordloadso, your first post on here. Yes TW makes no secret that he puts his money where his mouth is. After all if you had done research would you not want to benefit. many on here bought long before TW came along.
Are you also a shareholder sir or is there an ulterior motive...we dont use this forum to **** others off, plenty of other ones for that.
best regards.

starting to tick up here after a longish down trend..is there light at the end of the tunnel.

It is a good tactic by some investors to buy some of the stocks that the best professionals buy..Almost like the well known Warren Buffet saying "i'm buying this stock", and the world still dives in.
However the managers who run the portfolios of the richest in our society don't shout or advertise, they don't need to, and in many cases pick their clients, not the other way around. Some of their charges can be pretty steep as well, but if you want the best...
Here's an opportunity for free.

Looking at the price action and overall strategy here, believe we will gently tick up as those bigger boys wanting stock suck dry the last of the sellers. However the next piece of news could see us back higher than the peaks we saw on the study results day, thats what Mr/Market valued us at , but the traders sold it down as normal.

Certainly things are looking good here now, with no real concerns currently with this stock.

Excellent find Ted, read it and it says it all, from one of the top private highly professional wealth managers in the country.
He only looks after the very wealthy and those that demand the best returns.

Very highly respected Spencer Walsh of Tyndall. "I buy direct stocks that I think will outperform".

I would stab hes buying right now.

more sells indicated than buys today, but the price is rising. Believe this is due to a big buy thats currently taking place but has not been reported yet as its not finished.

I believe in being realistic with achievable goals in timeframes, asking for any "subscribed numbers" before product price has been agreed is unrealistic. I like to break down the forward plan into goals and how long its likely to take to achieve them.
Biggest hurdle has been cleared with study data.
Next Winclove to agree and start production runs with product completion dates , parallel to people expressing an interest in the product . Thats were we are right now, no further but indications are that its nicely on track with good interest.
Next it will be price decided and actual subscriptions after that. This should be coupled with the sharing of the info on the forums then...not now, as better to keep subs to getting the product as short a timeframe as possible.
Then we can see how fast it grows when first participant feedback is shared. Still a way to go with a small team, but achievable in my view.

Just one small thing, the comment I made earlier at the end was not me guessing, but the boss.

Fully agree with your points Aquae, was actually pleased when Cath went back to doing what she does best and Stuart was bought in. Cath is worth her weight in gold.

Hi Aquae,
They have not released any figures officially, and as SA states "its not a contract to buy just registering a interest", so doubt it would be classed as "market sensitive information".
However I know we do have some investors who are pretty expert in marketing and from different examples out there have experience in percentages that actually subscribe after expressing interest. The main point being its not like a "normal company" with good products where they have to fight off intense competition and spend serious amounts on marketing to gain market share and traction.
However I do believe its key in achieving the next step starting this year. This product with a few nudges and releases of shared information like we have already seen will sell itself. I'm really glad to be supporting such endeavours that is going to change many peoples lives for the better.... I was staggered when I heard from a study participant "going to buy some shorts now as I've never been able to wear any before". Actually called in the misses and played that clip for her, as really happy for that person, and know many, many more sufferers will soon benefit equally. Actually made my day.

major study hundle passed with stunning results...next will be .
analysis of those on the study with other skin conditions. Now we know the optimum formula on this study was mainly targeted at psoriasis sufferers, there are very strong indications that it did help other groups as well. Results will show whether they are on the right track here, and might just have to tweak the formulations a bit to also be marketable.

However most investors have one primary question......when will the share price rise further, because "rampers" like Belgrano keep dripping on about daft prices in three figs, but when will that be...
For serious stock prices we require serious income or proof of serious impending income to really start the price motoring.
Clearly selling 25k subscriptions for the product will do that...but when will that be.
Many good products like "opti range", from a cold start failed to average more than 20 sales a day, and for ages failed to make barely a quarter of that on line alone. This is the differentiating factor which is key.

and leave with one small snippet "Thousands of people on the waiting list"...thats the difference.

Just like to say that I appreciate everyones posts on this forum even if they can be perceived as negative, because its very important not to love your stock. this is one of the best forums and i read some great contributions from everyone without some of the trolls which seem to infect other boards. Understand where everyone has serious money at stake emotions can rise a bit, but let's continue to keep everything civil, often posts can get misinterpreted. (I 've done it myself in error a few times).
So looking forward with skin we have the non psoriasis analysis in the next month, closely followed by the beauty parade later this summer/autumn .
Subscriptions starting fourth quarter will start revenues rolling this year, so a close eye on those numbers is key, to unlocking some of the big stock value numbers I've hinted at. With the right psoriasis publicity subscriptions could steadily increase later next year once confidence in the supply chain is established.
Such a narrow time frame in company development plans is certainly unusual and rapid a fact that wont be lost on Mr.Market. Following the excellent news last week I can certainly see stock prices continuing to be very buoyant, as further larger positions are sought by institutions like we have started to see already.

Just want to thank you Elrico for the many hrs of research you put it. I know you are not doing this for the money, as indeed if you were it would be a poor return for the many hrs spent.
Interview with Stuart was really good, and seems results were even better than they had dreamed of. It was actually the biggest hurdle the product faced, and its cleared that with flying colours.
I'm confident that some of our upper end price estimates will now come to pass, and in a shorter time frame as well.

SBTX and OPTI are one of the world leaders in microbiome technology development. I'm convinced that the next major breakthrough in medical advancement is going to come from here. Indeed I'm more than happy to support a company that has already started to improve peoples lives greatly already just looking at a few examples of those pictures. With such astounding results that we have had this makes the product world class. With Stuart talking about starting product distribution this year that's also excellent news.
Nest we await analysis of effects against other skin conditions.