Member Info for belgrano

Oral Care market 30.9 Billion in 2019. SBTX have seen first mover advantage in bacterial remedies for Oral care. Stands too reason that the mouth is a way nasties can get into the body. There is actually another big potential market going along the same lines which applies more to ladies. nothing on the market there either.
Exciting times ahead, and another string to the sbtx bow

good to hear that when they hit the first targets they will use a waiting list for the next 25k block and so on.
Also price is being kept down to make it "very affordable globally".- SA.
Also to be fair on balance I have just heard that one person on the study did not see any improvements, so not 100% effective - well nothing normally is, but want to mention it.

As they are in partnership with Winclove for manufacturing, stands to reason that Winclove could easily "farm in " other partners to aid them worldwide.
Also its about the money....once they gauge take up, that will cause Winclove to either divert production or spend serious funds into upgrading. No company would do something like this at the drop of a hat. Could easily be many millions of investment req. We are already seeing the first part of this starting by the pre-registration process.

As to having SBTX swallowed up by one of the pharma giants, well they might try, however the ip is well protected and SA and SOH are very savvy, suspect the price would be well into three figs, and not starting with a 1 either. Could lead to a bidding war, by several companies, like the 12 VIP's , for everything.... Remember ARM. I believe this will be end game, but don't want to see it yet.

Its a really good question Chris why sales might be initially restricted. My thoughts are that its to do with getting the supply chain rolling from Winclove who form the supply part of the agreement.
This is in effect a completely new product being produced by Winclove, yes they have lab produced enough for a study and some spare, but we are talking a full scale industrial bacterial product production facility and packaging, along with satisfactory product quality control.
I expect they do have some spare capacity currently, but would be surprised to find spare full sized capacity, so might have to either re design or new build /modify existing lines.
Think we also have to consider the quality control aspects as well...remember what one of the hold up items with OPTI was....Shelf life testing.???? might have to undergo similar processes. Although that might have already started, but still has to finish.
Producing the exact formulation isnt easy, and even as I suspect they will use "enlarged lab techniques " initially , they will want to stockpile say 9 months of finished products first for all those that sign up for subscription. this takes time.
Remember these psoriasis sufferers are giving up whatever medication they are on and using ours....must guarantee continuation of product supply of their symptoms will return........that breakdown must never happen... brand critical.
Also throw in a trained product adviser to give customer advice.

many thanks Arsenal,
However having in effect 40 year renewable lease in one of the most sought after locations of unspoilt bays isn't quite a "barren piece of undeveloped land". Think we have to be fair here.. I'd certainly like a lease to build a nice property on it, in one on the bays, or headlands. Also 25,000 acres, isnt small beer by any understanding. Thanks almost a small county .
I've seen some truly "barren land" , miles from the sea elsewhere go for some pretty decent prices. Throw in close to the sea or even right next to it, decent sized plot and privacy and value goes through the roof.

Reposted message from Dire Cons, a trusted investor
Tue, 20 Apr, 20:00 (2 days ago)
Hi al I’ve messaged them an they said they will keep me supplied until they come on the market I’m buzzing thanks!

His GP has also stated, after seeing the results for himself that he would prescribe if/when it becomes available.

belgrano223 Apr '21 - 07:34 - 789 of 789 Edit
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Thanks DC, that post is highly significant as it demonstrates a couple of facts that I had hoped would materialise

.Study participants themselves want to stay on the treatment, have contacted the company themselves and offered to sign up as first subscribers.
. Company has some surplus stock which they are kindly distributing, must know the timeline when fresh supplies will be available and certainly seems to be going to plan ie this year, as SA indicated.
. Medical profession impressed with results, so much so that would now prescribe and recommend our products...probably from a Doctor who has seen many cases of psoriasis, and knows what to expect after patients have been on various treatments.

Some great indications that important milestones wont be hurdles. Happy days.
????????

one week till the AGM, what rabbits can we expect to see gents, any punts???? Good time to release strategic news. My actual first post here, but I am a current shareholder.

I'm a strong holder in both companies and pleased to hold them, both where started by the same person, SOH who I do have great respect for. One thing I do know is, the bigger holders have sold some SBTX over the last 6 months , while with OPTI, its been the smaller ones that have tended to reduce or sell up.
Who knows more about whats likely to happen??

when the results are officially announced I'll happily log on and share the information with the many thousands of participants there. Just think of the good you will be bringing to many thousands of peoples lives by just doing that. Wont be taking advantage it will really be helping in a big way, and if others do likewise even better.
I have been a member of some of those forums for a little while, and its pretty upsetting to read some peoples issues coupled with the side effects they endure with various drugs they have to put up with just to get partial relief in many cases.
So I'm pretty proud to be able to invest in a company that stands to help so many people. Members here could also help in this aspect by spreading the good news, when it officially arrives.

when the results are officially announced I'll happily log on and share the information with the many thousands of participants there. Just think of the good you will be bringing to many thousands of peoples lives by just doing that. Wont be taking advantage it will really be helping in a big way, and if others do likewise even better.
I have been a member of some of those forums for a little while, and its pretty upsetting to read some peoples issues coupled with the side effects they endure with various drugs they have to put up with just to get partial relief in many cases.
So I'm pretty proud to be able to invest in a company that stands to help so many people. Members here could also help in this aspect by spreading the good news, when it officially arrives.

Great to see the rebound starting today from the small retrace recently, but many investors here like me are very pleased with the opportunity to top up and those shares are already showing in the black.
Still dont fully understand the rational behind those sells we saw, only one that might make sense was if it was from the OPTI directors, who offloaded some so they could buy some OPTI stock today.

Hi Mathurin,
Guess thats the advantage of being at the cutting edge of probiotics and gut health. SBTX and its parent company have protected and fortified the IP and most effective and beneficial bacteria that they have researched and found. There are records of other strains IP being sold but that was for a cool 70M if I'm not mistaken.
That's a huge value that Mr.Market is not looking at with OPTI and SBTX, and once we see competition take off, or even a take over from a very big global player small but very significant facts like these will come to the fore. OPTI spent a long time protecting its products (and SBTX's), with this vision in mind. Steven should be congratulated on this for his foresight.

Clearly the prospects on here are very good. Does make me wonder why a clearly serious investor would apparently take some profits here now and buy OPTI. Points to a single investor rather than a institution.
Not overly worried either way as like most investors here have a strong position in both, and we all understand that everyone puts their money where they think they stand to return the most.
Just trying to figure the rationale or what the news actually is with OPTI. So come on....own up ..Lol.

We know they have a deal with Winclove, who are a fairly big manufacturer which will speed up production rapidly and already have production experience and expertise in producing the study doses. Believe they would be able to supply up to 500K does as day (according to SA), guess if demand or locations require more deals would be farmed out. This is just for psoriasis, not other treatments. Any one want to stab at those figures, as I don't want to accused of ramping Lol.

they have offloaded just a few shy of 800k shares this month.

seneca still offloading like they have done for several months. they are actually holding the price back.

Hi Mathurin,
No comparison at all, this Otezla is a immunosuppressant drug, which has side effects. Also 20% effective after 16weeks???
no good at the moment which would interfere with coronavirus jabs. Also render you more at risk at being struck down, and for elderly high risk or death.
Well I've been hearing of near on 100% effective after 28 days with SBTX, and many within a week seeing improvements. Coupled with some beneficial side effects
Also I'd wager this one costs an arm and a leg as well.
But if thats the best currently out on the market now.. people will try anything, to try and stop the itching that drives suffers mad.

ttps://www.express.co.uk/life-style/health/722954/psoriasis-skin-condition-treated-with-Otezla-pill-drug-NICE-approval

Over egging is why I'm actually still a little ****ed at SOH on OPTI, where the Goetz broker report fell short in the region of hundreds of %. When I asked the question in the recent questionnaires (my actual question got watered down), just pointed to the small print as a get out clause. (Yes I know house broker reports often over egged a bit but that was absurd ).
Believe current price there is fair, and that stock will rise but being pulled up by the performance here.
Also why the share price is depressed and not rising...well its because of investors like me. Its easy to disillusion small investors , and expect them to "well if you are not happy sell up", and expect to see a few days of disruption and thats it.
However I believe they didnt realise just how much stock us minnows actually held. Only a fool would offload in big chunks, I've been gently offloading 20-30k a week, and could continue this for months yet if I decide to. Also know others feel the same, and are doing similar.
However do think OPTI is undervalued in the region of 30p a share, and knowing official study results are about a month away for SBTX which will probably cause OPTI to rise, so offloading them now must be done with caution.

Hi Nick,
I believe same old tricks get tried time after time just with different levels of sophistication over the years. One that I caught a cold on was blatant levels of corruption when dealing with some areas in the middle East, in places like Kurdistan. This has caused many great companies to go to the wall, the other is over egging by CEO's, or buying false assets by those in charge to run down account books, false "finders fees", and ridiculous salaries and perks. Not saying its the case here, but certainly a good few on the aim market...many of which have now delisted, with shareholders wiped out completely , which isn't pleasant at all.

Fully agree Phat, also at £50 its excellent value for the quality of information. Puts other publications to shame.