RE: Croda Webinar March 27th24 Mar 2025 14:34
We cannot easily answer the question whether there are big buyers around who would potentially buy the SBTX stock that OPTI holds. Guess if it was at a fire sale price, probably, but then the buyer would just flip and possibly more aggressively we we have seen already.
However we do know SA struggled to obtain funds back last spring so at that point there was clearly little appetite for our stock then. Reason he had to go to the Vampire Kangaroo and do a bad deal.
This rate of sells could easily go on for years as SOH must hold about 18M shares of ours, but that's with current pre launch conditions .
However things are most certainly about to change dramatically.
We are already hearing snippets and pre launch publications are starting to happen. Hearing about some other highly positive things as well but cant prove them yet. Clearly a major launch is planned and I believe sales when finally announced will rocket using our products which Croda clearly want to utilise to regain global market share and income.
We have already seen pre launch stock buying from new investors, once the launch is over wont be long before news on any orders gets released. We all know the most materialistic way to influence share price is hard sales. Mr.Market will react , and probably late summer but the intuitional investors will also not miss out on any news and will take action, firstly asking SA to sell them new stock, and then probably approaching SOH and asking to buy bulk from him.
Daft thing for SOH now is, by selling limited stock, hes keeping prices depressed which might not then be as high as he could have seen in order to sell much larger quantity to a iii investor, so his actions cost him and opti investors money, while depressing the share price here.
His sells have put a lid on SBTX prices today, which is why they represent really good value so 70k of the buys today are my top ups.