Member Info for belgrano

Hi James,
Think its important not to engage in slanging matches, but to try and share information with those investors who wish to understand how I state such high potential target prices. More than happy to discuss via reasonable debate although a more suitable forum is on ADVFN within the Erico guild where posters whose only real objective is to cause disruption for several reasons are not allowed. However we do engage in constructive two way debates but with civility.
One important piece of research should be the recent excellent 47 page report by the medical specialists Goetzpartners, please if you haven't read it yet, take the time over a long coffee break to read it thoroughly. Believe a lot of the current criticism is due to improper research and not fully understanding the business model. Yes the sp is pants, thats most clear, but therein lies the bargain of a lifetime.
http://optibiotix-ir.com/archive/research/OPTI-goetzpartners-100919.pdf

Hi mate, if the pharma route on sbtx for example becomes viable, experts view that this alone could yield Over 100m a year circa 2040. They give low probability to this along with low probability for the other pharma routes each of which could yield similar amounts.
The beauty of this is the great gains we are currently seeing should with the right marketing continue, so currently now low risk, but with multi engined opti and it's spinoffs generating some very lucrative opportunities indeed. Failure rates are on industry average of drugs going down the pharma route. However it should be seriously recognised that Optis products are naturally occurring within the microbiome so much less likely in my humble view to get adverse side effects. This has not been recognised in the low possibility of success percentages. I remember when opti first kicked off, we hoped that at least one of their products would be marketable little did we envisage then that all would become viable in their own right. I also believe that our products will provide the next big advances in medical human health, so I’m actually pleased to invest my hard earned here.

Fully agree mate, must confess to some lumpy top ups myself. Believe once the base line of the hockey stick confirmed, and we now are getting some very encouraging signs of good sales with our first mover partners coming back and asking for expanded sales territory and larger product orders that this will make the price rise quickly. We have seen so far year on year 80% growth, where 20% for an average company would be excellent. Even seeing so many active trolls on some of the other boards gives encouragement, as we don’t see it on normal stocks only ones that are viewed as having outperform potential.

I actually believe it will be more than £6, based on income and growing market share. At this time the more highly lucrative pharmaceutical route could become available, however it’s purely the icing on the cake. More importantly is getting those building blocks going now, and turning signed deals into increasing revenue streams. Good to see the Indian range becoming freely available, looks be being well marketed as well.

Yes you are right researcher, however that growth rate is still very impressive. Think one of the main issues with this stock is that a lot of investors can not afford to tie up large investments for such long time periods. Clearly we have seen forced pi sellers, not because in many cases they wanted to sell but due to other circumstances they were forced sellers. Think this is just the way it is and it’s a fact of life. However for those with the ability to hold or even take advantage of this dip in share price the rewards will indeed be rich. As always DYOR, and the best of luck.

Many thanks Dire Cons,
Thats one of the most welcome post this fall and one I;ve been waiting for......Why??

Forget UK supermarket launches , this is 100X more significant . India has a population of 1.37B or 20.7X the uk. They also have 28% of the population suffering from cholesterol ad high blood pressure giving a 20% cause of death through heart type illnesses. They also dont have the NHS (our products cannot be got in the uk for free, which will limit uk market growth ), and are used to buying their own medication. Akums are one of the biggest suppliers in India with a massive turnover.
As always DYOR, but I feel that post has been missed by the market.

Hi woolworth, I would agree with you at this moment , but disagree with you in a few months. Reason is things are fundamentally changing with Opti, and it’s sales starting to rise which underpins true value. Fully agree we saw it happen last year with the premature spike to 130, as the stock wasn’t underpinned with any real returns. That picture is hanging by the day as fresh revenue income streams open up and established ones expand. This is what mr.market will value us on in a couple of years for sure, and already we are seeing the first trickling of royalties into the coffers. If current performance by the fastest companies to market our products is emulated by the majors coming on line within weeks, we are certainly off to the races . Make no mistake, stock highs will certainly be surpassed but as underpinned by returns it I won’t be boom and bust.

Ssshhhhh James, just keep quietly topping up like me. Been following progress of a few launched products and they are all requesting more stock. If impatient want to offload, good i’ll have a steal of a bargain, didn’t know the extended Black Friday sales also included opti stock. Know of a few other investors who will also be doing the same and the recent news today proves my prognosis is correct.

Hey rodders,
For me its the very informative bit at the end that most miss.
This points towards active sales with repeat orders....Our products are selling.
The agreements for Malaysia and Singapore arise from the publicity and interest generated from SlimBiome® Medical winning the NutraIngredients award for Best Weight Management Ingredient of the Year for Asia 2019.



Dr. Fred Narbel, Managing Director of OptiBiotix's prebiotics division, commented: "We are pleased to announce this extension of our partnership with Extensor to service the Polish market. They have proven to be a very reliable commercial partner and have recently placed a second order for GoFigure® branded products to replenish their stocks. This agreement recognises the early success of Extensor in selling GoFigure products in Poland and extends the agreement to SlimBiome as an ingredient to support further sale growth.



"We are also pleased with our partnerships with Epic Ingredients and their subsidiary Supplemed to service the Malaysian and Singaporean markets. These are important as they show the value of the awards the Company has won over the past two years. It is important to note that these three agreements are for an initial period of one year and include sales targets to retain exclusivity."

The agreements for Malaysia and Singapore arise from the publicity and interest generated from SlimBiome® Medical winning the NutraIngredients award for Best Weight Management Ingredient of the Year for Asia 2019.



Dr. Fred Narbel, Managing Director of OptiBiotix's prebiotics division, commented: "We are pleased to announce this extension of our partnership with Extensor to service the Polish market. They have proven to be a very reliable commercial partner and have recently placed a second order for GoFigure® branded products to replenish their stocks. This agreement recognises the early success of Extensor in selling GoFigure products in Poland and extends the agreement to SlimBiome as an ingredient to support further sale growth.



"We are also pleased with our partnerships with Epic Ingredients and their subsidiary Supplemed to service the Malaysian and Singaporean markets. These are important as they show the value of the awards the Company has won over the past two years. It is important to note that these three agreements are for an initial period of one year and include sales targets to retain exclusivity."

We used to say a good quality employee saved or earned more than his salary for the company. His CV talks the talk..we'll judge the walk.

Lets hope we are getting so much interest we need more manpower to sign up and close out sales deals..
https://translate.google.co.uk/translate?hl=en&sl=da&u=https://dk.linkedin.com/in/mikkel-hvid-hansen-a948a34&prev=search

Hi Eshaitan,
Indeed they are Sir, however I wanted to illustrate the more pessimistic, straight line graph, like a single engined company selling products and developing market share in a more limited environment. That's not the "hockey stick," which clearly industry experts expect. Essential to de risk and feel comfortable when investments are major and see that without further launches things are looking very good. Although very optimistic indeed here, I believe its critical to view all angles with with as much research as you can obtain. Its hard enough earning it, we want to look after it as well.

Hi fellow investors,
Here are some "jam tomorrow" figures. Trying to be ultra conservative and will ignore the very valuable ip's and patents that opti own, also SBTX stock/ and increasingly larger deals falling directly to the btm line. will also use P/E of 20, where in reality I think it will be double that. Will also ignore any potential high dividends that could be paid to investors which would also increase price, as well as the much more lucrative pharma deals, which we know are being sought, as well as any acquisitions.
Will just use a 900K annual 2019 earnings figure and will apply the seen 80% annual growth rate seen in last two years, which I'll put down as a straight line and not a "hockey stick".
2019 .....900k M/Cap 18M (think this is where those that dont do research get their valuations).
2020....1.620M M/Cap 32.4M
2021....2.916M M/Cap 58.32M
2022....5.248M M/Cap 104.96M
2023 ....9.447M M/Cap 188.96M
2024....17.01M M/Cap 340M
2025 ....30.61M M/Cap 612M
2026.....55.10M M/Cap 1102M true billion dollar company. £13 a share.
2027....Predators will strike long before this date. but it'll be 50 then a 100 bagger from now, as we know knowledge in the microbiome in becoming more mainstream, and market sizes easily support this size of expansion.
Just my honest view guys, appreciate seeing your research as well.

Hello litteredfox.
Clearly you have already sold and hold animosity towards TW, so try to decry stocks that you know he holds in order to devalue them. Certainly disagree with your rationale, suggest you read my posts again along with the link.
In addition with a fledgling company it was always going to be a long term investment rather than a fast buck, I know this doesn't cut it with a lot of investors, thats why so many fail. I've had a few multibaggers in my time and a couple of failures, however with stock I feel we are onto a real good winner, perhaps my best yet. Please believe the decent posters like Erico,
Unlike many they are decent guys without an ulterior motive. Its decent sharing of information and teamwork that make forums like this worthwhile which can give us an edge over the bigger institutions, and you can believe that many have got serious skin in the game, I know this for a fact.

If we take a hard nosed business approach to those numbers, and "go figure", that the £900K / 1M$ annual numbers are more or less correct, we see a 80% annual growth rate, which puts OPTI into its "outperform" bracket which was given it by the latest broker. Its also serves up that their recommendations are accurate.
Having at last got products to market, and backed by awards and hard science, not snake oil like some others, we see that sales are indeed taking place. However the company is multi faceted and many of those applications are not yet in the market which will further accelerate growth and sales.
Know some investors were hoping for indeed faster growth than we have witnessed, however its a proven fact that market analysts commonly over egg, by a 100% factor. I believe that was also the case here a couple of years ago which led to higher expectations than was seen. However actual reality is indeed impressive, thats not "jam tomorrow".
If we use the 80% benchmark annual sales increase, we can clearly seen the pathway to a 1 Billion market cap company, it wont be long before Mr. Market also sees it so we do have a great opportunity here and now.

Hello fellow investors,

I was asked my a good work friend how our opti investments are looking because on price alone its certainly not inspiring. This is a really good question as I also want to answer myself as I've been working a long run of nights and if an investment does not make you feel confident you should sell it. Its important to know the facts and whats actually happening and whats about to happen. I believe a lot of smaller investors sell up when they dont see a lot of material news, but certainly most of the larger ones I'm regular touch with have actually done the opposite.

Firstly a little recap...bit remedial but well worth a listen before going on.
https://www.youtube.com/watch?v=cvSeEVuhmwY

With reference to above opti, hit all criteria, and have 4 engines, SBTX being used as a cash cow, and the largest sweet biotix, yet to announce deals, although in negotiations are ongoing.

Profits..
2017...191K
2018...514K
2019.... Thought to be 900K. (end of year is nov 30th). This proves the business model works well.

Lack of news...company has stopped releasing a RNS when every deal announced..this does not mean deals have stopped being done.
I've found two new ranges coming onto the market overseas recently, with no official announcements.

These rates of increase are actually top quartile, for growth rates of developing companies and we have been told of the "hockey stick", well what that means is it'll accelerate exponentially, as the brands become established. Have done research and we have a few of the biggest ones due to launch next year. Seems the smaller ones are able to launch faster.

Due to launch next year Akums of India, as well as TATA. We have a UK supermarket launching coupled with a TV marketing company. In the States a major company is launching our products as well.

LP-LPD is being developed for the usa pharma market and going through the required stages.
May be quiet on the news front, but behind the scenes it seems pretty frenzied. ??

The excellent deal news for SBTX, has resulted to the company it has a deal with going up in value by 50M. Have initially seen some fast profit taking but I expect to see more value coming in soon. Another tick in the opti/sbtx box. Everything they have said they intent to do they have achieved.

F-ihng hell. got to take a deep breath here and take a hard look at our investment. about to launch in the the uk with a major retailer. USA about to start selling start or 2020 with many times this number whats not to like. I see a real multibagger in the making here with those with the gonads to hold.

Believe its cost prohibitive to do that as opposed to the action already taken by OPTI. Also gives them a backdoor route to funds if req without re-issuing new stock, although I readily accept it could be classed as a type of dilution.

On the subject of separate listing.
Fully agree overseas dual listing would only be appropriate when a USA major has launched our products. Time for a launch can be as little as six weeks,
and the cost circa 75K https://listingcenter.nasdaq.com/assets/2018_All_Inclusive_Annual_Fee.pdf

May well be via the cheaper ADR alternative, both good in my book.

No need for additional share dilution, point is making our shares easily available to a much larger market than it's currently got. Our OPTI company is in the throes of becoming a global brand but has limited exposure to shareholders wanting some stock.
In addition the investors in the states are more switched onto our line of market as the benefits have been much more publicized, by the likes of seed/ Bill gates foundation etc.
So much higher likelihood of high demand for stock, which would result in higher stock prices.

Think Nasdaq dual listing would give us very serious exposure, especially if linking to a major USA brand release of our products. That in my book would really be an event to smile about, and I'm sure would provide the new charge of investor catalyst.
Perhaps Bill G wants some stock too?