Member Info for belgrano

yes, mind you not a cheap way of moving this stock into an isa from a trading account, without facing the "orrible spread". Unless some investors know a better way.. I'm all ears.
Clearly we should get this one into an isa.

Hi AquaeSulis,
I suppose its definition of the word cure, clearly I used it its broader context, where those taking it see their skin affliction heal up so in their minds eye they are indeed cured. Agree participants have to continue taking it, so its not a one treatment and finished fore ever. This makes the "treatment" many times more valuable as it will be required all the time. However we are hearing reports of "complexion improvements", as well as other improvements in various skin conditions which could benefit a hell of a lot more of the population.
Exciting times to come for sure.

Hi Mathurin,
I'm sure you are correct about Mays short term volatility. However I would not be too quick to sell, and I'm not selling at all. This is due to a couple of factors.
1. I don't think the results will be good, I know they will be stunning. Also the cure to a few other conditions which is just as good.
2. Time to market...Going out on a wing a bit here, as I havn't proof of this. I 'd wager that SBTX are already sorting out the production line right now. So trial summary RNS and marketing first income will be weeks, not months. May even sign up those on the study as first customers.
This is where OPTI through no fault of their own slipped up, the stock price ballooned, but the transition from product to agreements and sales from royalties from those sale from sellers took a few years...so investor sentiment waned heavily.
This is where SBTX will differ, free huge publicity through the already set up psoriasis organisations with utilising current social media to the max. As a different example, small company SEED did it in the states with its probotic, gaining to over a million customers in a few months by clever social media advertising.
This is were the divulgence will turn massively in favour of SBTX, also the nature of skin conditions which keeps sufferers suffering and searching for cures, which blight lives.
I also had had skin cancer, which is a sign of skin distress and I believe SBTX products might help me also, but not as a psoriasis sufferer, but general improvements in skin complexion and condition. We all live in the damaging sun, and the older you are more damaging sunlight you have received.
However I've heard from trusted sources, that those on the study are seeing overall complexion improvements as well, not just target conditions....which goes hand in hand with Croda wanting it for skin creams etc.
So now I'm saying the product would be beneficial to nearly everyone.... Lets run the slide rule on these numbers...
and the reason why I've gently increased my company support to nearly 7 figs, happy to support a company that can ease suffering for so many, and improve life standards for many more.
I believe current prices are a bargain, due to the above points.

Hi Mathurin.
You pose some great questions, I'll take a good stab but know there are many other readers who could answer more accurately.
Clearly we have many millions of sufferers globally, the parent company has already demonstrated this with over 70 international contracts and Stuart will do the same here. The definitive categorisation of whether a sufferer falls into mild, medium or severe is clearly blurred and open to medical interpretation , with many borderline cases. However I know that some on the study who were classified as severe by close family have been cured.
Think you are right with a lot of mild sufferers who just put up with it as long as it doesn't overly effect their life.. Just irritates the hell out of them...
Of the £1 a dose, only a fool of a CEO would answer this question, of what falls to the btm line, however think we can draw some good comparisons.. delivery for 30days.. lets say £2. small package. Manufacture lets say..£10..to SBTX lets say £18.
I bet I'm not miles off.
Forget the NHS, I wouldn't want them on board, no good developing a worldwide formulation, just to get a poor deal with a small company like the NHS, who try and bid you to the floor thinking they are the dogs B... , but actually pants in the bigger scheme of things. Uncle Sam and Co, make better bedfellows anyday.
This is unmet need, competition has been shown to be drug based and in many cases 100X this cost.
Bacterial strains are patent protected, they will fight to protect anyone breaking it.. sure a few might try. However the parent company is light years ahead of the competition, and SBTX is the specialised targeted offshoot looking at skin.
100k subscribers will put 18M to the btm line. Stuart is thinking of, outsourcing when they break 500K...
Doubt it will stop there either.

Think a big pointer will be the speed they can get to the sustained 25k customers 24/7. This is not an easy undertaking for a company with currently very limited resources. However I believe that will be very easy to outsource at a minimal cost.
Believe profits could still run towards the 50% margin even with these extra overheads. Clearly the economies of scale will reduce these costs by a considerable factor. Could team up with the "opti shop" for this operation, which will certainly speed up execution of the process.

Doubt these sufferers know about SBTX yet, but when it becomes available for sale, and they know about it, as a snapshot they are going to be fighting to get product for sure.
Wouldn't mind being on the SBTX sales team on a bonus, hot cakes is not the word.

The cast iron proof of this is in the article below where sufferers change their whole diet to some premium ones and in their words, "Followed for a couple of weeks and did improve the skin a bit". Also other commenting that when treatment stopped condition returns. So they were happy to change their complete lifestyle in order to try and help their condition. Well with the SBTX product they can be cured completely, and without changing your eating habits a jot. Also for around a snip of the cost.
https://www.mypsoriasisteam.com/resources/the-anti-inflammatory-diet-for-psoriasis/?utm_source=iterable&utm_medium=email&utm_campaign=nd-welcome-content_20210101

Clearly gut bacteria is heavily influenced by what you eat, be it reproducing within the body or on the food you eat and as part of the digestion processes. Almost certainly this is the base reason for the facts you correctly pointed out Mathurin, that south East Asia has less than a tenth of sufferers of psoriasis. Wouldnt mind betting that if we all adopted the exact same diet and lifestyle numbers would start to level out. However thats never going to happen, I for one wouldn't like to live on rice and beans, also there are strong signs that as the far east becomes more wealthy, life styles and diets are becoming more western, so I'd expect their numbers to rise in the years ahead.

Believe you have to keep taking the right optimal bacterial balance or the nasties come back, we are absolutely riddled with billions of bacteria right through our bodies, so when say "gut dosing", stops wont be long before the nasties take over again from other parts.
I loved the test where there were two identical twins but one with bad armpit B.O. They effectively swapped armpit bacteria, then for the period of the study, each ended up with one smelly armpit and one non odorous, despite equal washing. Sort of brings it home, how important correct balance is, and I expect most of us would benefit from the treatment.

I think about it this way, if you have a microbiome imbalance it can allow all, types of nasties to get a hold of your skin, bowels, and indeed mind. Often its the western lifestyle, sleep , food, stress to name a few, some cultures don't have as much so that's why they are different. You are right about the cost of some medical treatments, they are ultra expensive.

Nothing to stop the company when study complete from releasing all the photos and evidence to every organisation. What do we think will happen next, going to be very news worthy indeed.
Massive boost to human health and suffering. Personally I'd give Cathy an MBE if I could.

Mathurin,
You are asking for a breakdown of half a million constant customers.
Well this treatment has to be taken all the time or conditions can return, thats the constant factor, and I'm afraid I cannot give you you half a million, but how about 8Million sufferers in the USA alone. Many linked on forums and societies which constantly look for best treatments for their followers...and who do you think has been in touch with them...indeed some of their members are on this study.
Many other countries have high numbers of sufferers, and I'm sure the normally all important advertising in this case wont be needed.. I expect there will be an extensive waiting list instead.
Didnt like to post those figs.

What I like about it is thats its very inexpensive in comparison to what's on the market currently , will have overwhelming demand, and can be put to market this year without going through normal drug trials. With Winclove churning out the ingredients rapid scaleability with customers is realistically achievable.
However my research is pointing at success in other areas of the study, these are just as valuable.
Now throw 500k constant customers in the mix...and you have that rare wow moment. anyone care to run the maths??...then throw into say a 70% profitability into that mix, with will surge the P/E.
Glad to be part of this breakthrough in medical science, that will aid millions of people's suffering.

Thanks for your comments Bubs, what have you actually contributed to this forum over the years.

Believe a lot of those who wanted to flip some of their shares have finished now. However we have got steady support at the current price range, as its backed by steady increasing sales and profitability. Company has plenty of funds so no fears there either.
Its holding in SBTX could become highly significant for opti, because if sbtx plans go ahead as planned, the potential income stream there will actually add up to an extra £1, on the OPTI price. This is a clever way for a low risk additional punt, which clearly some investors have noticed.

Once you start doing the maths for 25k sales a day , then run it at 100k a day....thats £6 a share, and just for this product alone.
Having teamed up with a big player, they have the resources to quickly churn out these products to satisfy these numbers .
less than a month to go now, then a rest period.

Got to be careful on what is posted on a public forum everyone. important that we must not step over the line. What is shared privately is different, even if it is second hand.

think we have to take things on balance, its probable that had not the sbtx stock been sold and reduced, we may have seen more dilution of opti shares raised like a lot of other aim companies do. at least the company is now profitable.

yes surprised to see the slight retrace tbh. someone clearly still trying to balance the books, because i cannot see any other reason why a big holder would offload stock over half way through an important study, and even more so considering the interim news we had confirmed by the company. If anything I'd think a buy would be in order.

Dividend is a few years down the line if it comes at all.