Member Info for belgrano

Bet first news of a rights issue went out about 10 days ago, charts show increased volume and drop in share price as easy profit was taken.

I wonder how long larger players have been privy to the 17p placing. Would clearly explain the drop in the share price to current levels when anyone who holds any stock could buy more at 17p.

Sometimes it does pay to hold a nice chunk in cash because its surprised just how often "opportunities" like this arise.

Does SA really need over £4M, for superdrug, or is it something else. Clearly not that much req.

Over 4M raised by SBTX. There is a much shrewder move available to SA, and it has not been mentioned, but its the biggest monkey on our back.

Use the funds for a reverse takeover of OPTI, who holds 19M of our stock, has an ailing CEO, and sub 12M market cap. The assets are getting near to full m/cap as it also holds shares from the other spin off.

Anything to crash the opti price a bit more would aid us..... now can can that be achieved?? .Ohh did I say that out loud.

Hi Lord lolly, please don't criticise until you have tried, and if you send me private e- mail, can grant you free initial first month or anyone else. I was in the same boat as yourself, and have found a good few gems in the reports that I did not know about. Isnt it better to know all the fact about a stock that we can gleam.

Knowing exactly whats been happening to the dozens of done deals over the years is vital in my opinion. Is there some common failure factor....clearly us shareholders here are being kept as mushrooms.

Indeed the fate of this company depends on those answers.

They have been after that seal for a few years, I have the private note from SA saying they were looking at it just after the "pilot launch", as I mentioned it to him but they were already on the case then. Whats that 3 /4 years now. Believe its been held as a good news titbit.

Would have preferred something about Croda sales tbh

Will certainly give him ample funds, however for current investors now approaching 250M is a lot of dilution.

Should allow about 36-52hrs for the 20 t reactor, its actually not normally for base reaction which is fairly quick but for sampling and quality control. Mainly waiting on results.

Flip side, no cleaning at all between very similar grades, pump it out , inert the vapour space and reload.

Truth is as investors in this company we just don't know what sales are, nor the exact royalty agreement.

Hopefully they will be excellent and we will see a great leap in shareprice. This NDA has gone on far to long, and I have a distinct memory of another launch that SA did, and it also went silent for a long time before sales info came out.

So it could be high or it could be low, either way would have a significant effect on the share price.

Trouble is I like to try and join as many dots as possible, but due to the lack of clarity it becomes more of a gamble than an investment.

If I'm going to gamble I'll risk max £50, if investing significantly more.

I do think the product is excellent, but I thought the same with the psoriasis treatment as well.

I would like this question resolved, even if stock costs more.

Until then its still a gamble in my view.

Buyer topping up steadily today.

Excellent post AquaeS, coming from an investor with very limited funds...Lol

Yes whining and trying to play the player and not the ball is all you do Glancy. With stocks its important not to overly love them and be prepared to take an exit even if at a loss if things start going pear shaped, which we all experience. It can be frustrating and easy to slip into stupid mode and start ranting at other investors because they pulled out and you didn't.

I had exactly the same with this stock about 2/3 years ago, and it did not recover until recently. I'll never criticise folks for taking profits either be they traders/ investors or something in both camps.

I'll happily admit I do like to hold a decent bit of gunpowder, its amazing just how many unexpected opportunities come along with stocks, like covid, bad global news, war, or even things closer to home like a major investor deciding to offload big time. These give great opportunity, and actually aid the regular investor by arresting a bad drop stopping a nightmare at times. If folks don't want to listen to stock tips that's fine, but thank them for sharing it, not throw garbage at them when you yourself contribute little.

True Bazzaman,

I've had a horrible sneaking suspicion that the hidden royalty contracts were tweaked when Croda found they could not use our original strain supplied as it belonged to someone else and they managed to get an alternative. At that time Croda had us over a barrel, and investors were unaware what a perilous time that was for this companies existence. Might be proved wrong on this, but what we've seen isn't inspiring the critical investor confidence.

To some degree we are being smeared with the OPTI brush, and we know no big uk player wanted their stock. Hope its not the same here.

I had huge hopes for this stock, indeed the product performance seemed to me to be a certain block buster, and I hope it will be.

However I just cannot recall any stock that has sales hidden so long behind a NDA and when eventually revealed to be excellent.

His own investors are less informed than anyone and indeed feel like mushrooms.

There are quite a few ways that SA could have raised expectation without revealing any hard results, and we have seen none.

The share price currently is easy to explain, investors like myself have sold over a million shares, at a profit when that confidence waned and they saw better market opportunities like INSG... enough said.

Had a major concern that if for whatever reason royalties are below expectation, and that might not be because of volume but the way the royalty agreement has been worded, where do we go next.. Hence reasons why reductions in order.

Throw in the OPTI sales spat, hes been milking us for nearly 5 years now.. does anyone really believe hes going to stop soon?? This is another massive drag on stock price, which may cause it to struggle.

Certainly demand for stock, we know previously that all the big holders were being contacted offering up to 40p for decent quantities. As that was fairly recently not likely to be much stock for sale currently up to previous sell price.

New players wanting decent positions will have to pay more I believe.

Just not much free float about as most is firmly held.

Digi continue their aim of domination of the AI market with a second acquisition.

https://uk.advfn.com/stock-market/NASDAQ/DGNX/share-news/Diginex-Limited-Signs-MOU-to-Acquire-Resulticks-fo/96188410

with INSG having the FCA contract which DIGI wanted they certainly want us more than we want them.

Was discussion in some quarters that offer already brokered but was paper whereas RB wants cash. I would agree with him.

However Digi due to get large cash injection later this year.

Clearly RB wants a strong share price, hence the signal to investors today. Its a signal, he doesn't need the stock.

Those that hold strong are going to do rather well.

Believe we have new investors buying stock

CEO putting more skin in the game at higher price supporting the shareprice.

Pretty huge RNS from OPTI, which does potentially have implications here. Pleased to see that they have raised 750k through rights issues and a very nice sweetener in there as well with warrants.

Clearly from the last opti sell here there has been very strong words behind the scenes between both CEO's and probably culminated in our old broker being fired.

Believe there is actually unsaid praise for SA here, if we just pause for a moment and think of what damage selling say 3.5M SBTX stock would have done to the share price here. Something caused SOH to change his mind. Could be a few things.

1. Know SOH said sbtx at 20p was a fair price to sell at..we are under that, so no sale.

2. SOH thinks SBTX stock likely to rise in value, so daft to crash the share price and sell the family silver.

3. SOH thinks current SBTX market could not take that kind of sale without a dreadful price crash.

4. SOH has been convinced of something positive about to happen to SBTX price..... ( clearly can't be a whisper).

So in my book big thumbs up to SA, history will prove he did play a part I'm sure.

Good work SA, clearly he believed the broker was behind the previous shareholder shafting and has now made his views made with the new advisor and not reported sacking of the old, as the new one is the sole one.