Member Info for belgrano

Hi Toyin,
With respect sir, I was posting here on this forum for many years before you and Elrico transitioned from ADVFN, so if you are advocating me doing one and not for the first time either , in fact it should be you.
Very best regards,
Bel

Hi Trader Buckie,
Certainly didn't want any personal type attacks which I humbly feel are unwarranted just because I post my honest views.
You claim I've a "little bit of stock left", you are wrong sir, I've still over 300k holding, and if you want to send me a throwaway email address I'll prove it to you on condition you post here that you've been proved wrong. Sorry if that's just "a trifle" compared to your holding, but that's what I feel.
Its true I'd love to see a brilliant performance update or decent acquisition news. I'd actually take any bit of good news right now but its lack of information from Stuart that's actually killing this share price, and the disgruntled investors are bickering amongst themselves as a result.
Would i buy back if really decent news came along.. well possibly depending on what it was. As a trader Buckie, you should know that of all things unless you arn't really one but have just given yourself the name. Thats more of a trojan horse in my book. Look forward to hearing from you sir.
Best regards,
Bel.

Hi Elrico,
I wrote these words, to stop peeps just taking a section out of context then using it as a tool to ridicule them, which was nothing to do with the content.

I square the circle by my opening comment.

"Whether hes right or wrong both excellent posters deserve listening to without ridicule."...The excellent poster being yourself sir.
As an investor I do most certainly listen to all points of view here, and have most certainly like yourself been the butt of quite a few digs. Even got accused of lack of patience the other day, when I was one of the first OPTI investors about, and bought in here at the 9p days. What's that now got to roughly 8 years ago. I even bought top ups in opti at over 1.20, and this one over 70, but that's investing and the errors and gains are my own. For me with current inflation today standing at 10.4%, time is also now an important factor in all our investments, not as important as when inflation was ticking over at a couple of percent, but a factor I believe a lot of serious investors have not calculated into their investments, being like I was a little complacent hoping all will be all right in 6/9 months a year or three. This is a new change which was not with us even 18 months ago. It makes the need for regular company updates even more important as a new dimension has in effect been added. This clearly has not been forthcoming.
It also demonstrates that my announced decision to take now 700k stock off the table, at various prices from 23p to near the current one a sound shrewd move. One that I'm pleased to have done, but disappointed that I've had to do it, if that makes sense.
In a way thats giving opportunity to purchase cheaper stock, and giving me plenty of gunpowder if required. I did post that I'd purchased some banking stock, following the recent bank run, and thats already showing great promise with the best ftse main index gain today.
So in a nutshell Elrico, I havnt been insulting you at all indeed I respect your posts. I do however believe that we are seeing a long tirade of excuses here with SBTX with missed milestones and no where near getting a major player on board for axis.
Very best regards,
Bel

Tradebuckie,
You are wrong in taking Olerics statements out of context and then posting for cheap gain. His actual post was ....

"BBbiont is a synthetic peptide and why this would be associated with SBTX I have absolutely no idea and I would go as far to say that the well known self proclaimed research expert pushing this is totally wrong in his assertion.

Whether hes right or wrong both excellent posters deserve listening to without ridicule. Just because a poster posts things that may not be pro company we should listen to both sides of the debate, and not try to score cheap points . Lets keep it a civil forum please. I've had it done to myself, its not nice and it actually has caused me to increase stock drawdown, which inversely hurts those who wish to protect stock price and are often the detractors.

The debate is a good one, whether a marketable product is being sold with contains our product, I would love Elrico to be correct, however the point about it being a positive financial one so should be RNS'd is also valid. However I think that as Croda have already announced the "marketing deal", its in the public domain already and if I was Stuart I might save it to be included in our next update. Last year notification of it was given on this date, and followed a week later. I expect we will have similar timeframe this year.
Very best regards,
Bel.

Its great to see cases where our product has resulted in a better standard of life. One of the reasons I invested.
Just hope that our number of subscribers have increased because we will probably have to manufacture more product sometime this year. Last years total distribution load and storage could have been easily handled from my large workshop, as I doubt its little more than a handful of pallets. Admittedly what they purchased required more space.

For small batches cost price goes up dramatically, as in essence all the same manufacturing costs, testing and finishing are still there. May well be worth not doing it until this new "partner with deep pockets is fully on board".

shares bought back .01 % of total. Shows they are flush with cash.

I was always confounded just how a small minnow company like GKP got awarded the licences to drill and export. Now that Kozel's estranged wife has spilled the beans about the KRG's under the table deals it makes sense.
Also about the time security told to take a day off while a convoy of crude trucks just filled up then disappeared into the sunset.
I just didn't expect to see the levels of skulduggery that went on. Larceny on a grand scale, and while the oil strikes kept rolling in, it kept on going. However when the music stopped it all came crashing down in a few sharp sessions.
I was just lucky when I took an exit, most were not.

An wise person once told me never assume. "Anyone who ASSUMES makes an ASS out of U and ME".

HI Madabouttech,
With respect Sir, I really hope you are 100% correct as we'll make a few bob soon enough, however we are making "assumptions", which is similar to guessing on product contents.
Telling investors that hes done just that as you assume, would go a long way but we haven't been told that, and so we shouldn't really assume anything. Many have been burnt badly by doing just that. I most certainly cannot recall a single stock that had no news or whispers whatsoever and then pulled off a master stroke. Can anyone??
I can certainly recall loads of the opposite happening. The one positive I saw was the unexplained buying recently which I doubt was from existing investors to any degree. I did hope it was news based buying, albeit from the opposite party.
Hopefully news this week to break the silence.
Best regards, and lets keep em crossed.

True enough SA,
Banking sentiment also took a dive this morning and I'm about to take some more Barc. These banks already underwent some serious stress testing on the previous run, so I believe a lot stronger than their USA counterparts. However nothing is cast in stone, but does make some decent money.

I know its best intentions, but if we think about it, it's not good that investors have to try and hunt out products that may or may not have some of our product in it, then may or may not receive a mystery amount of royalties from it in the future.
Really hoping for an official update this week, so we are firmly in the picture.

thats just Kozels salary, the board sanctioned it, they were also on the gravy train as well.

I was one of the original investors in GKP, now the dust has settled a lot, its clear that corruption killed the company, and without it, it would have been a very successful company.
66Mplus ripped out as salary, private jets everywhere, and KRG skimmming 10% extra as well.
I remember looking at the transportation costs in disbelief , clearly flagrant skimming going on with those. Little wonder honest investors here got ripped off.
Glad to see Kozel behind bars, sentence not nearly long enough.

believe, very good entry time due to the depressed share price, and banking scare seems to have been resolved. wont recover overnight but solid investment.
divi is also reasonable, and the continuing company buy backs are encouraging.

Off topic guys, but nice opportunity.
looks like the banks stocks which have dropped a lot about top do a big reversal tomorrow.
Sry about the OT., but easy money.

Also says the board were also in on it at the time. Little wonder they voted themselves huge pay rises.. They deliberately crushed the company through greed.
Explains how GKP got the licence's

Hi Elrico,
The bacteria enhancements are really interesting and could have big pharma implications. In theory could herald a new breakthrough in medical science, which is miles out of this companies league, but highly interesting for investors in all those companies.

As for the conspiracy theory, afraid your subs are miles off the mark , the facts are much more basis. I believed that a new company acquisition was "in the bag " , so had been topping up a lot circa 20p like you did.
When thats failed to appear by March, and in the absence of any company news even though we know there have been meetings, I found myself over exposed in this stock.
Total lack of news was primary driver, because we know there have been company meetings.
Also with many other aim companies, total lack of news normally means nothing good. However thats not this one.
Posting the good and bad points led to heated discussion, which I actually dont like.
Hence I've taken some off the table leaving a core holding. Nothing really sinister at all. Also feel a lot better for it as well.
Would I sell more right now below 17.5p, not today.
Would I buy at 18p-20p if the right news came in.. Probably, dry powder is ready.

Best of luck sir.
regards,
Bel

One thing I've been really puzzling about and have spent some time researching is the actual reason why the positive bacterial effects of our product in lysate are increasing with batch size.
Those investigations certainly have led me into thinking of other positive effects on other products it could happen to and whether its been observed before or is novel.
This would most certainly cause a product launch delay, while investigations were ongoing.
I found this very good article online, which points towards other similar "enhanced effects being seen with bacteria".
Its most certainly worth a read.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3574975/

Hi Elrico,
Believe the contact details are on the company website or were. Anyone could always access them. Yes the e mail is a long time ago, and demonstrates that for whatever reasons timelines appear to have jumped. We both agree that there is no smearing of SA's character at all, and at the time it was clearly fully correct. At that time it shows there were no delays or anticipated delays to product production and income being received by our company. Clearly as you have pointed out things have happened ad caused slippage.
With the lack of official news investors can only speculate on whats happening now, and this is a discussion forum.
It could be. "Sederma customers loved our product so much it was feared that 600 ltr batches running 24/7 would not keep up with demand supply, so we are upgrading to 20t batches", which would have a similar production time frame.
Or inversely, so (I don't get labelled as a ramper ). "We have no orders".
Or a third one "we are till product testing as cant understand why bacterial reactivity has dramatically improved".

I did have a couple of sceptics last week who urged me to sell and scoffed at me when I stated it would cause a share price decline. Well share price is down 25% now, and I've sold approx 400k stock or 40%, which puts me in a much more comfortable holding position, as not as exposed as I was.
Very best regards,
Bel.

Know the price has risen a fair amount recently, but it seems to me that many hardworking men and women have adopted having food from Gregs fresh on a daily basis. This is a significant shift from bringing sandwiches to work, or going to a supermarket to buy food.
If you think about it there isn't loads of choice around where customers want ...
1. Speed..In and out.
2. Good price, just a couple of quid sees food for work for the day. Times are tight and miles better than more expensive options.
3. Known quality and tasty.
Great to hear shops rammed at 6am with council workers, Clearly footfall is proving what good value they are.
I have added to a small position today, and will continue to add.