Member Info for belgrano

Actually pleased with delay as although I believe Stuart could have released the results weeks ago, he would have been in not such a good position to answer the questions about what comes next with realistic time frame.
If results are good and production transition proposals are short and realistic with hints of subscription numbers, apart from the initial drop the stock will fly.
Otherwise it could stagnate if time frame is extended.
Stuart is no fool, I expect extra publicity is already being arranged for a "stunning" announcement.

Hi Phat,
Next week, as market is closed on the bank holiday 31st May.
https://www.tradinghours.com/markets/lse/holidays

We dont yet know exactly how effective the study has been, although kindly shared info has proved that some participants are "Over the moon", and the company deliberately played down the initial announcement. All received evidence I've had point at good numbers of successful results and some reports of other skin conditions clearing as well.
We await the actual results, for the definitive proof.
Clearly SOH might know something and thats why we saw that OPTI RNS at 2pm yesterday where he's moved all our OPTI stock into easily disposable shares without the need to spook the market with an RNS if sold.
Does he intend to sell into any rises??? Some of hinted that there may be a little competition between the two companies, with others believing that SOH can see other "opportunities" in the microbiome, if he had more funds to capture the market there. This might represent such a fund raising opportunity and expansion for opti. however may limit a rise here for a short while.

perhaps SOH is going to reward the long holding faithful by giving out 4 sbtx shares for every 10 opti you hold.
that would be sweet.

Results must be well known by now, however although we expect positive ones for psoriasis the actual % of effectiveness is unknown, its effects against other complaints and skin conditions are also unknown.
Scale of the buying points potentially at careless whispers, from potentially a myriad of sources, always get some. Very good sign indeed.

Hi Phat, I would venture anything under a quid is cheap, believe the next major breakthrough in medical science is here.
To help answer the medical route questions, success in passing out in the longer much more expensive and intrusive medical route with full peer reviews gives multiples of higher margins from the current perceived subscription route. Might not be any difference in the finished product via the packaging but more due diligence has been completed. Both routes can be done in parallel however, as rightly pointed out, having a big pharma stump up the huge costs and organisation req for this might point strongly to a licencing farm out with enhanced royalties.. Or wait till our coffers become loaded .
Got to bear in mind time factors in that medical route could easily be 5 years plus.

Hi Aquae,
I'm probably incorrect about OPTI offloading as you say they are locked in till OCT. However worth bearing in mind they were also locked in just recently and then sold a good packet of shares after a couple of phone calls, then they placed some and dumped the rest. Not impossible it could repeat, given right "opportunity".

Well however offloaded that wedge to drop the price got well and truly burnt. I'm pretty stunned at the size of the support and the constant chunky buys flooding in.
This is no well heeled pi, but another institution taking position. Excellent to see.

Looks like a classic tree shake, price nearly recovered.

We are taking it for granted that its Seneca selling, however they have been pretty steady offloaders in the past. The ones that tend to rock the market a bit is OPTI. Have heard on the grapevine that SOH sees opportunities requiring funds. Is it the parent company rocking the boat... we may find out today.

However seeing strong support at current price, does seem like a new position being taken. Was it walked down to fill a big order.

Think they would have offloaded anyway Ted, probably better they get a lower price and market find its own level. Does seem they are overselling now. Been selling down here for nearly 10 months now.
In their shoes we might do the same, as they stocked up with cheap stock during the fund raise last year.
Yes disappointing to see the sells, but thats the market I'm afraid. Guess the smart money is on a next Tues/Thurs announcement now, however past timings might not continue.

Well that's a really bold statement "We have more demand than capacity". Hope this is not miss-quoted, because if it is not, release an "exceeds expectations RNS", or do the right thing for talking BS.
Strange haven't seen H and B, and the online shop "sold out"
Call me sceptical, but investors have had too much Jam expectations which failed to materialise, over the last 3 years.
I await the RNS which if releasing comments like that should accompany it this week.

Hi Mathurin,
Think one thing thats easy to lose sight of here, is what other treatments are on the market and at what cost. Even those ones are not that effective. To produce something very cheaply (such as the one on the current study), it would be possible to combine it with a lower dose of another for more effective treatment at a greatly reduced cost and reduced side effects, from the lower dose of the other treatment, as this one does not give side effects.
Many treatments cost 10X as much with side effects such as steroids give or immunosuppressants .
However I'm actually with you, on this one hoping for much higher effectiveness, if it hits 50% it has immense value, thats easy to take for granted by investors, but will not be missed by the highly predatorial big pharma players who will want it in their arsenal of treatments, because ours will make their treatments redundant overnight. They make billions annually from their products, and have analysts looking at current and potential competition constantly.
Some may doubt it, but wouldn't be surprised to learn of every post on here being read by them. Know for sure that every forum post on the parent company's products (OPTI) is being read by paid employees of companies they have contracts with, as I posted something that was miss construed once and the parent company received an official complaint from the Far East.
They will try to break the IP first, then go for this company next, or both in parallel, because in their shoes I would do also.
That's when the game really starts, and I for one are not going cheaply, and know many other strong holders feel similar.

Results must clearly be known now, having been a month since the first participants finished taking the medication.
Very encouraged in that we still have very good buying pressure considering the size of the stock price rises over the last months. Nearly every other stock I know would normally have seen a good percentage retrace, and know many traders expected it here and are disappointed.
Now I'm not saying SBTX is a leaky ship, however in my experience with many other stocks nearly always seen some indicative trading when at a similar position but clearly in different circumstances.
Whether its been some offloading or accumulation when you look back after the announcement often some signs are there. Its just human nature, we don't like loosing money, and often see opportunity and take advantage, rarely those directly in the know they are aware of the rules and are often already fully loaded, like casual acquaintances, or fellow sporting friends, hairdresser etc.
Clearly we have strong support and continued buying which considering all the above factors is a very good sign indeed.
Certainly not a time to take profits, indeed the opposite.

Haven't heard that results will be end of May. Certainly I've been advocating end of May would be better positioned so as to answer questions over next steps, unless already in hand. Official line from the RNS is below.

The study is targeted to conclude by the end of April 2021 and, following analysis of the data, the Company expects to be able to report on the study findings shortly thereafter.

I believe the next meaningful rns is the study data. This is critical, above 10 percent success is good. More than 50 percent with some improvement is stunning. Subscriptions will be after and I doubt any rns, just the odd update from Stuart.

Goes to demonstrate what can happen when Seneca stops selling. Steady buying also been there for a long time as well. Should be getting news about the skin cream deals soon. Easy to think its all about the current study but more than one string to the bow here.

things have gone really quiet, but believe there are lots of things happening, just not many announcements.

“The high demand for places on the study underlines just how prevalent skin conditions such as psoriasis are, and how keen sufferers are to try something new and natural to alleviate their symptoms. If we can, we want to help as many people as possible".
Above note just shows what kind of consumer demand there is. Thats people willing to take part in a study that may have side effects and might not work.
When results are published demand for something non evasive and inexpensive going to be much higher.