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Skid,
He's misunderstood either Q5 or the response to Q5 to SOH's recent investor update. Question 5 was about asking SOH's views of TW and Elric's interviews with Stuart Ashman being public or private, and would 'public' interviews attract more investors than 'private' interviews. It seems that someone posting a genuine question about a public relations strategy is somehow 'hatred'.
Belgrano,
TW is positive about OPTI and owns a lot of shares (as per his portfolio). He was just questioning 'speculation' regarding the possibility of OPTI's valuation getting to £1 billion. TW thinks that this valuation is not likely (at least in the short to medium term). However, he sees that a £200m market cap is quite achievable over the next few years, if SOH can deliver some more (largish) contracts and SBTX rerates as expected. I subscribe as I find his analysis of duff and dodgy companies to be invaluable in flagging up which companies to steer clear of. I agree with others that his buy recommendations need to be taken with a large pinch of salt.
AS,
The answers are available now.
https://www.investormeetcompany.com/investor/meeting/investor-update-6
Not sure if the link will work on here. Looks like you need to register as well.
https://www.cenkos.com/research-portal#/portal/cenkos-securities/companies/f32e26ba-57aa-4696-b9a4-8be89206d241
AS,
There was no inference intended in my post "that significant new information was given." I'm sure that SA goes out of his way to ensure that this doesn't happen. My point is, is that more people may buy the shares (and they rerate properly) if this "great interview" was made public rather than done in private.
"There is so much more I’d love to comment on but wouldn’t want to reveal too much to non subscribers. But wow. I can’t buy enough. Only a matter of time until some of the upcoming income starts to flow and this is rerated properly."
The problem is, is that it "is rerated properly" ONLY when the information is revealed to non subscribers. In other words, a wider audience finds out what's in the interview. Not a dig at you, just a general observation that 'secret' interviews are in fact counterproductive, if you want to disseminate information to as wider audience as possible. And I suspect, Elrico's subscribers are already fully invested, so it's a case of preaching to the choir.
Isn't that the video that was posted earlier? https://www.youtube.com/watch?v=YMnsFUV68Vw&t=6s
https://www.optibiotix-ir.com/docs/librariesprovider35/archive/circulars/shareholders-q-a-2021.pdf
There are some photos and participant responses on the AxisBiotix Website at https://axisbiotix.com/wp-content/uploads/2021/05/AxisBiotix-study-participant-responses.pdf
Manufacturing limitations would make a lot more sense to me than teething problems with distribution channels through psoriasis associations. I would like to see something from SA then showing that these manufacturing limitations are being addressed asap.
What's going to happen if/when there's a lot of publicity around the (positive) outcome to the customer study? Surely SBTX are going to be swamped by requests for the product.
To be honest, it might be better for psoriasis sufferers if SBTX is simply swallowed up by a pharmaceutical giant. They might have bit off more than they can chew with the current set up.
Thanks for the explanation AS. However, in this day and age, 'the management of the supply chain' should not be the limiting factor to increasing sales of a much needed product, in my opinion.
It's still confusing why sales need to be 'purposely restricted' and then 'gradually' ramped up. Millions of other companies seem to be able to make stuff and have it delivered it fast and efficiently without any issues. I received an order for CholBiome five days after ordering it online, and I live in Northern Thailand. It's not rocket science!
Hi elrico,
Thanks for the link.
There's something that has confused me for quite a while with the '25,000' target for subscribers.
If "125 million people worldwide—2 to 3 percent of the total population—have psoriasis, according to the World Psoriasis Day consortium." (https://www.psoriasis.org/psoriasis-statistics/), what are the other 124,975,000 going to do to deal with their psoriasis condition?
I'm serious, what are the others going to do? There is NO viable treatment. Why is this potential treatment being limited to just 25,000 sufferers?
For those who don't have time to listen to the webinar by Simon Michell (MD of Southern Gold), here are the highlights re the BMV JV.
From one presentation slide: US$10m deal currently being documented: execution pending
From another presentation slide: Agreement with BMV on JV sale (US$10m) - Q2 2021 (i.e. soon!)
Responding to a question asking for an update: "We're literally in the final stages of coming to a commercial arrangement there with BMV. Obviously a tricky negotiation, the valuation that was determined be an independent expert was a substantial number at ten million US and, look, it wouldn't take a rocket scientist to look at the balance sheet of Bluebird listed in London and they're not going to be able to write Southern Gold a ten million dollar cheque. So we have to come up with a solution that makes sense for everyone. At the end of the day we will likely be a shareholder in BMV in some form or another and at the end of the day also it's going to be for a substantial sum. So we think it's going to be very positive for our balance sheet and I've obviously got a few things in mind as to how we might leverage value from that in to the medium term. Bluebird themselves are going to be working on the projects and I think they will probably get a bit o a kick up in London when they've got the projects on a 100% basis. I wouldn't be surprised if the London market actually values them with a bit more of a premium for control and the fact that they are near-term development. So what might be on paper worth US ten million dollars, you never know, it could end up being worth quite a bit more (said with a big grin!)."
There's an interesting and intriguing news story just appeared on Alliance News:
https://www.lse.co.uk/news/scientists-to-study-effectiveness-of-astra-vaccine-as-nasal-spray-suzwr4xqd81l1dk.html
Now I wonder which company has a related Platform Technology.
https://www.tizianalifesciences.com/platform-technologies
https://finance.yahoo.com/news/longevity-acquisition-corporation-announces-results-120000443.html
I like this part:
"Target tumor reductions in Part B patients have been observed as patients reach the first scheduled restaging timepoint (nine weeks). These include the first signals of anti-tumor activity for the combination in bladder cancer, adding to the previously reported activity in RCC and NSCLC in patients in Part A.
Three Part A patients with RCC and NSCLC that were previously reported to have experienced clinical benefit continue on the study. Two of these patients have now been treated for over 18 months and have had further target tumor reductions or extended disease control since the last update. Efficacy of the combination continues to be evaluated on an ongoing basis."
Can the projects actually be classified as 'Development Assets' even though they have no JORC compliant resource? I doubt it. Apart from ore lying around on the ground, what physical evidence does the assessor have that there is mineral ore in the ground ready to 'develop'? None that complies with a JORC code. Therefore, if the projects are classed as 'Exploration Assets', a cost-based valuation approach may/should be used as per 8.2 (c) of the VALMIN Code.