Member Info for belgrano

Hi Dustbin,

I expect your statement is correct sir, However with all biotech products proper testing and validation must be carried out well before any company decides to launch a new novel product and your statement seems to gloss over this very critical point, and the exact reason why its taken many years to get our excellent product to this juncture. In the meantime one hell of a lot of money to be made.

The sells today were just some easy profit taking from an expected RNS. cash amounts were really low. Could easily have made a nice 40% in a month and I don't blame anyone wanting to top slice their holdings.

This is still a high risk stock, but is looking better by the day.

I know of a few investors who have taken something off the table on the recent spike to 18p. I don't believe its a single entity , more like simple profit taking. I believe 14/15p to be the new fair value following the amalgamation. The spike above that was based on information being released which pointed at potential profits and possible income streams. That subsequent spike however nice to read and promising was all "Jam tomorrow", and Mr Market prices stock on what its worth right now. So what we have seen is the retrace back to true current value.

However for those that purchased above the current price, if additional income streams start to come in as many hope for, the price will rise again but hold as based on extra income.

The spike also serves some extra advantages to the bulls, as more stock has gone to safer hands looking for min 20p returns and already given an exit position for profit takers/ traders above todays price so the return to previous highs might be much faster than normal.

In addition I believe we do have quite a few "investors", who like this stock and want in but are waiting for a clear market signal before buying back in ready for the next rise. They have sold but are watching carefully .

All the rubbish about achieving high prices so far has appeared to come to nothing.

Seems to being sold into day after day, I don't believe this is just a few guys taking profit but an organised MM releasing traces of stock for a big client.

Little wonder SA hasn't bought stock, I expect he has more than an inkling.

Right now this stock is becoming a sell.

The shares are being issued at a significant premium to the current share price, further underscoring the intrinsic value of the Project and the growing confidence of key stakeholders in the Company's near-term prospects.

Not going to get a quality de-ramper yet I'm afraid. This RNS will inspire confidence that prices are going up.

O/T ... tip for some nice gains, have a look at Minoan (MIN), looks like they finally have green light for a very exclusive Crete development. Just restructured debts offering 1.66p equiv for a share. But shares are still below 1p ????

sry for the off topic.. (no more ).

Https://www.jamesedition.com/real_estate/beachfront--villa-crete-greece

Exclusive developments are very much in demand, with prices reaching to the sky for ones that offer exclusivity and security. Indeed well into the millions for the best ones. Hearing this virgin development could host 900 keys, and one key is a 4 bed villa or 100 keys for a very smart hotel. I can see this company being overwhelmed by demand now its finally cleared the last hurdle. I doubt serious finance will be be an issue

Hi Bazzao,

I wouldn't write OPTI off, almost funny watching the rash of sells here corresponding with the OPTI buys, just like a week ago when it was almost the reverse.

I took a position last week in OPTI as well, as I believe it will rise from the 10 odd pence then to a higher level even if they do nothing but hold onto the SBTX coat tails.

I'm happy to stay currently, and know SA reads these boards so a good prompt from me wont do any harm. Might even inspire some purchases. Stranger things have happened.

Time goes quickly and our last meet with SA was on the 11th OCT, with comments of hopefully progress updates every couple of months and potential Croda revenues starting these year. So not long to wait, and does have me scratching my head at sells today at these prices, when it was an easy 17p not long back with longer to wait.

I think its sold with best interests at heart, but as we know the market is fickle and without hard income proven income regardless of how rosy the outlook is, as soon as the shareprice gets beyond the base worth, (in our case 3 small companies now as one), stock will be sold dropping us back.

I think we are just a little oversold right now, because we now have a new base worth. I think the latest acquisition is well worth 3- 5p on the price, so tag that on from just before the false dip, and I arrive at 15/17 ish.

We do have investment drag on this stock, and in fairness its not all from SA's making but a knock on of repeated partner failures from SOH /OPTI deals which have reflected very poorly on investments in the microbiome.

However our first soft launch here was a complete disaster, although we are now seeing some small degree of traction subscriber numbers are multiples below what most of us hoped for.

Now we do have a major company going to produce and retail our product in Croda upon what a lot of hopes and investments are depending.

As soon as hard income rolls in sufficient quantity it will be time to remove your fingers from the idea of top slicing, (I normally think its a good idea), because the initial jumps will not see retraces as demand for stock will be very high.

Investors are expecting news this year from Croda, even a little income would be great. Not long in investment terms to wait to the launch either.

Hi Bazzao,

Fully appreciate your viewpoint, but I'm most certainly not going to stop "harping on", about some cast iron clear metrics that right now is costing both of us money.

This is in my humble view a major factor preventing a lot of new investment in this stock. Investors look for stocks with good potential returns and probably like me initially don't spend that much time getting to a favoured shortlist.

So its not good when you hit three red flags straight away...That's "skin in game", " remuneration", and "profitability".

First one could easily be achieved.

Second one remuneration should have been more modest and would stop the red flag, and also speed up the timescale to the third one "profitability".

The third one is also being impacted, by the second one, and has caused dilution.. directly effecting us shareholders.

When profitability achieved we as shareholders would not have minded a bit more generous salary. However it has not been achieved .

New investors mean higher shareprice, then less dilution if funds required for something. It snowballs. Also makes current investors feel better seeing stocks in the blue not the red.

I'm currently nicely in the blue, but the majority are not, and a main cause are the very valid points above.

However it still remains to be seen whether we do receive decent returns with this stock. True stock value can be obtained by growing in size, which we have seen two cases of this year, or actual financial returns.

Regardless of how glossy any projection might be, if we were to take the aim market as a generalisation they rarely get actual results as good as predicted. All to often something bites you out of the blue.

Some of the true metrics is the CEO having skin in the game, and remove the big red flag that sits on this company decided not by me but professional researchers. That's even before we discuss remuneration which is another.

Some don't like talking about it but it should be discussed at length.

Many would agree the share price now is attractive for a CEO buy in.

When it doesn't happen we have to ask ourselves "why not". Certainly its not a poor salary.

However lets throw this one out there..... Stuart does not really believe that the share price will get to anything like his option prices, so although he plays the game, he makes sure his salary is huge enough to compensate.. which it is.

So why might that be...He knows pi's buy to make a share price gain...its not dividends here by a long way.

Lets just say, Hes had more discussions with his major shareholders than anyone. Its been implied that some will sell part holding if price rises.. That s already on the record for SOH.

So he knows the share price might not get high for years..so will not put his skin in the game.

This company may do pretty well, and shareholders want to see returns, but if we in essence have a 24M plus overhang it may struggle somewhat.

I'm still holding here, because a successful Croda launch might easily see new institutional investors want big chunks of stock, with SOH might well provide. However we are most certainly not out of the woods yet by a long way.

Yes with the new fundamentals, its going into oversold territory. Attractive purchase prices.

Nice to see that our increase here on last weeks news held the rise. Bodes well for next piece of news.

With so many effectively trapped bulls I did expect to see a great deal more selling, after all a 19% rise isnt poor by any metrics and at the point where traders would take profits. Can only conclude that the vast majority are looking for a lot more.

With any stock if the base fundamentals are strong and if the balance sheet is good, any sell downs are likely to be short lived and stock returned to previous levels. Our share price does seem a touch low currently but its providing a good top up opportunity before it moves to the next stage.

The RNS today demonstrates finally that the final hurdles have at last been overcome and the project is moving forward. It also signals that they hope the project will now proceed so anyone in the major hotel building trade in the Med, will soon be alerted so might even want some participation in the projects.

Even the initial 19% gain, will alert the top stock watchers that something is afoot, and anyone wanting some decent gains will find the current price highly attractive.

It wont be long before it becomes harder and harder to buy this stock in any decent volume.

I like what I'm seeing right now.

Many believe SOH has instructed Cencos to sell into the recent rise on SBTX stock. Hes on the record as saying that any sales will not hurt shareholders. This is utter garbage, spoken trying to pull the wool over shareholders eyes and appease them.

The current seller has stopped the price from rising as it puts potential buyers off knowing any rises are going to be sold into by Cencos. That in turn keeps the share price low so then reducing the value of the stock this company holds in SBTX, which then reflects negatively on the OPTI shareprice. If SOH needs funds to pay lawers it should come out of his own pocket and not company funds. Its his mess, he should sort it out or just walk away. preferably from OPTI as well.

Yep I had another larger top up today as well. Think I'm fully loaded now. Shall we say a nice RNS tomorrow morning, as Thursdays seem popular with good news.. I've been having a very lucky run recently, so will see if it rubs off here, and those with the foresight to get in now.

I agree with Toyin here, its one thing for SOH to say they will offload stock without effecting the market, makes him look good in front lot of investors whom he encouraged to purchase stock when they were split off. Reality in fact is completely different as our current share price would already be in the twenties if he hadn't given cencos the green light to sell.

This dampening down our our shareprice effects this company and its investors.

Its also a poor indictment of his own running a business that after so many years he needs yet more capital to keep the lights on. Where's all the income from the multiple business deals over the years there.

SOH selling this stock is the best asset he has, and the only thing saving him from dire straights. He may have legal fees but they are of his own making.

At least it looks like its put to bed and stops shareholder hard earned from being wasted. It does draw a line under things