Member Info for belgrano

Posts are being deleted all day long here...we have an active sensor, who is taking out the negative but truthful posts..utter disgrace.

You can still book on line fights right now....website should be pulled to avoid loyal customers waisting their hard earned cash...ripping customers off.

However I really feel sorry for families due to fly out on holiday Monday morning, as there is a high chance that their plans will be ruined. Had it happen to me once and even if you find another holiday (and the bloody competition seek to take advantage by hiking prices), you still have to fork out new money for the trip, and cannot roll it over. Worth checking just before you travel to airport, as it might save you a wasted trip.

At least if it does go to admin, the pilots can get work for Ryanair, they need some strike breakers.

First time we have seen proper projected revenues revenues clearly aimed at institutions and serious investors.
Outperform, with 50M revenue by 2025. in a detailed 55 page report.

We know opti has low costs so most of that would be profit. Clearly my fag packets calcs were woefully short of the mark, and their figs would aim at a 25bagger, with probable interim divis.
That will do nicely.

Agree James, I find myself looking under the sofa for some loose change....real bargains to be had now.

Most investors are disappointed with our 80% growth from H1 last year. Also probably 1m turnover in barely the second year of sales with only a sixth of signed up companies selling our products. Well how good is that..Going by many comments and opinions on the boards its really pants ...is this actually true.

Well by comparison with other companies that made it to the billion dollar range its actually very good indeed .

https://www.itproportal.com/features/how-fast-is-fast-enough-revenue-growth-in-saas-companies/

My error skipshare,
"not to get hopes up!..missed the not.
regards,
Bel.

Hi Skipsharer,
think its important to to get hopes up and although I'd love that to be true, hes talking verses 1H 2019 which was 180k. Theres me being a pessimist now, making 1M for the year.

Agree we see impatience, takes a hell of a long time set set up a worldwide network of manufacturers, formulators and distributors many with local flavours and ingredient tweaks for local taste, every company wants to get the best deal for its self so contracts are hard fought.

Hi Shandypants,
Its been well documented why actual hard and fast price predictions are not forthcoming when to a large extent you can only push as far as the deal, as all marketing and sales tend to be in the hands of those that licence our products. Indeed hearing that one big launch was delayed to early next year when it was initially due this year, so if he had made projections a year ago would have been forced now to issue a profits warning. Shows he was right in this respect.
As for potential revenue up to 1m in the second year of trading, with 40 odd agreements signed, dont know many that have ever bettered that while not marketing products directly in most cases (online shop the exception) . Got to look at growth rate verses how many are actually paying in... probably less than a handful right now, then 2/3rds of those signed up coupled with growth we see the better picture. Also must consider the reporting in arrears, makes a huge difference to the figs. I would also like to see more revenue, but can also see why.
Most start up companies would give their eye teeth for results like ours.

Hi Woolworth,
Yes the TW interview is well worth listening too if you havnt already done so. Explains why results were less than most expected, but coupled with much heavier weighting towards the end of this year. SOH has never let us down on his promises unlike many CEO's on the aim lottery. Things are still looking very good indeed with the exception being the shareprice which is depressed.

Sorry to hear that Woolworth, must confess that although i have a hell of a lot in here, its only what i could afford to lose..(not want to lose mind you), still believe this will go to new highs before long as more lines come onto the market.
We know seed and HLH in Germany are making good sales, Spain is unknown, and the telly marketing company will be starting soon.

Many thanks Ambience, know we have been discussing sales and uptake of our products which is critical for Opti recently so it's great indeed to hear SOH say around 1:38 "HLH getting good sales in Germany", just another vital indicator of whats happening.
Do feel that there is currently an outstanding shareprice opportunity that will soon close as soon as liquidity dries up, but it is important that investors fully listen to the radio casts, because its clear from recent share price action that many did not, and doing diligent research is in my book the cornerstone of investing.

hi rebarn thanks for your post, will try to investigate them regarding sales., and shandypants for a very good post as well.

Hi Benjie,
I can clearly see your drift, as less than a handful have actually launched, and the ones like the online shop sales are indeed pants. However it does seem that those that are marketed properly indeed do very well. I would indeed like some help with trying to follow them if you could aid me that would be great. Seems ones like seed have hit a winning formula of advertising... however they are high profiler launches. In addition if a company launched say now we wouldn't see results to much later next year. Believe we had higher investor expectancy of faster results, which tends to be typical amongst pi's as opposed to institutional investors who play a longer game.

Hi Trek,
Almost feel embarrassed to say that i'm moving funds in order to top up at current prices, especially when honest investors sold out on a loss. clearly aim is brutal as i expect many who had leveraged positions expecting a rise and stops set have been cleaned out.
I'm trying to follow those companies selling our products, as we both know market potential is the sky, and the first triggers will come from there. Some of those sales are looking and already proven to be above expectation.
I always believed LP to be a better seller than slimbione, due to the more regular supply orders generated.
Do feel current profit reporting of sales and the time delay in start up companies could stretch the timeline as you correctly point out, so if you prefer to take an easier 4-5% in a blue chip for a while then return when conformation that we are ascending the hockey stick is more proven that is your prerogative and I see your point entirely.
I 'm not sure that anyone after a sizeable position will be able to climb aboard then, but could be wrong.

hi woolworth, if what you say is right, lowest i saw was 43p so going on the normal 10% uplift that takes us to 49p. those that wanted to trade have already left.

Hi TrekMadone,
Thanks for your honest views, feel you may be wrong about ramp up rate, take seed as an example of a excellent run company, with sales already reported at 7 figs (yes ours is only a part ingredient so royalty is not massive), but just copy the marketing model for LPL and you have a sure fire winner. Seeds advertising on instagram with amount of likes is accelerating towards 200 a day.
https://www.instagram.com/seed/
With a small % turning into continuous orders, the money will just keep rolling in. Never a good time to sell when price at its most depressed (just because we are), with majority of trapped bulls here recovery likely to be swift.

Must confess to being pretty staggered by the market reaction to the interim reports, although I can see the point of view to those that bailed and caused others to get stopped out.
I do think SOH was over confident in amounts of revenues each deal might bring in with some being hailed as 5m each. Certainly that is still a realistic possibility and we are in the low point of the actual revenue cycle, having completed the bulk of the first stage sales agreements with over 40 companies. Most of these companies are not yet selling our products at all so income is nothing.
However share price has already crashed..no one can say its not currently a realistic value, and many could say a bargain buy. Cannot see the reason for selling now with most crystallizing a paper loss. With such a long consolidation period in the 70-80p region we will have many trapped bulls, which will tend to make price recovery much faster to previous levels.
Certainly SOH and the board have had a good wake up call, so I believe doing what they can to aid share price recovery will be a high priority. Will be adding as soon as transfer completed, which will not be long.