Stefan Bernstein explains how the EU/Greenland critical raw materials partnership benefits GreenRoc. Watch the full video here.
Leap, I think it's much more significant than this. I have just posted my thoughts in the usual place. If I'm correct, it's highly significant indeed. Time will be the judge. And before anyone sends a vengeful letter to the NOMAD, it's not the type of speculation I can put to the Company, as it would deemed "inside."
PG, I'm pretty sure TW's comments suggesting that I would be a better chair than Davidson were more of a barbed remark directed at Davidson rather than a serious suggestion. TW has a sense of humour that I find amusing at times. I'm OK with being the but of the joke.
A PR role involves more than just writing attention-grabbing press releases. For instance, in the cases of SBTX and OPTI, the press releases are written by SA and SOH, respectively. Generally, any enticing elements are removed and a legal format is adopted for compliance reasons. Excitement is usually reserved for when the company can provide evidence for its claims if you catch my drift.
Example: The major question is whether the partnership with UMG is financially beneficial for SBTX. Initially, it was believed to have little value in the current year because the Cavendish note seemed to indicate this. Without sales forecasts from UMG, we can only rely on existing information. If SBTX were to claim that it's worth *£500k, they would need to present evidence to support this. Now we know several products were launched in March and not circa mid-2025; this changes the financial landscape.
*Before the conspiracy theorists bark! Finger in the air guess, not related to any conversation I have had with SA.
I've also responded to your comments regarding Alex's OPTI update on AD.
Peeps,
I reached out to a contact at LSE who had previously expressed interest in enhancing the forums, possibly prompted by the guilds set up at the request of some OPTI investors to counterbalance the numerous pseudonyms registered by Sheedy on ADVFN. In my view, engaging in dialogue with him proves futile, as you might have discerned from any direct confrontations. He seems uninterested in genuine debate or in contributing valuable insights and research. His primary aim appears to be garnering attention, and he's likely to continue creating multiple pseudonyms if not monitored closely. I've shared this concern with LSE, along with information about a fraudulent website I helped get shut down by the FSA some years back.
City Trading & Investment
https://citytradingandinvesting.com/
We can't ask them because Walter Mitty won't name his illustrious contacts.
Name each mainstream outlet, your contact, and each response. Perhaps then we can take your complaint a tad more seriously, even if it's bonkers!
You won't because you are the same liar I have always known you to be.
In a whimsical twist of fate, our dear old foe, Mr Sheedy, better known as Walter Mitty, finds himself rubbing shoulders within illustrious echelons of the financial world, where his insights command the rapt attention of not one but three of the most prestigious financial media outlets. With a twinkle in his eye and a knowing smile, he leans in, confiding in those around him about the extensive discussions he's had with these titans of industry reporting. "Ah, the three I've been in deep discourse with," he muses, his voice laden with the weight of unspoken significance, "Of course, we're not talking about your garden-variety AIM media here." The air around him crackles with the unspoken names of these esteemed publications, their identities a closely guarded secret, known only to the select few who inhabit Walter's vividly imagined inner circle.
Bolt out of the blue: OptiBiotix's #OPTI fundraising, minimal dilution, & strategic growth underscore a glaring market undervaluation at just £20M. With breakthroughs, key approvals, & burgeoning partnerships, it's time the market wakes up to the true value of innovation. #OptiBiotix #UndervaluedGem 💎
https://lemminginvestor.substack.com
Aquae,
Loved the snake oil joke. I'd forgotten that.
Ref CFO salary. You make the point I also laboured some time ago. IMHO, this will be evidenced in due course. I have gone on a fishing trip. I'll report back in due course. IMHO, there is another Croda in the offing! Wait, what!!
Croda launch THIS YEAR should have been the headline. Even the flash broker report said it could be CY24. It's likely to be somewhere near October, if not earlier.
In the broker report. https://lemminginvestor.substack.com/p/skinbiotherapeutics-plc-132
Alex has posted a Deep dive: In a world where global reach is key, OptiBiotix Health #OPTI and SkinBioTherapeutics #SBTX demonstrate the power of local wisdom. Their strategic creation of subsidiaries and partnerships in new markets is not just savvy business; it's a masterclass in adaptability and local integration, proving that understanding local landscapes, especially tax intricacies, can unlock unparalleled competitive advantages and pave the way for substantial market success. A lesson for all in international commerce: adapt, integrate, and thrive.
It's a good job, it's the weekend. :)
https://lemminginvestor.substack.com/p/strategic-moves-and-patient-gambits
Alex has posted a Deep dive: In a world where global reach is key, OptiBiotix Health #OPTI and SkinBioTherapeutics #SBTX demonstrate the power of local wisdom. Their strategic creation of subsidiaries and partnerships in new markets is not just savvy business; it's a masterclass in adaptability and local integration, proving that understanding local landscapes, especially tax intricacies, can unlock unparalleled competitive advantages and pave the way for substantial market success. A lesson for all in international commerce: adapt, integrate, and thrive.
It's a good job, it's the weekend. :)
https://lemminginvestor.substack.com/p/strategic-moves-and-patient-gambits
EM, Your point about the market's preference for hype over substance. However, it seems to overlook IP development, collaborations, and product evolution, not to mention the compromises investors must reconcile minnow/fledglings. Companies enter agreements with larger, less agile Corporations with a significant power advantage. My divergence lies in the details: OPTI slip. SBTX was the first, followed by ProBiotix. The rationale for this manoeuvre was multifaceted, aiming to 1. PLC expenditures, 2. Unlock inherent value, and 3. Mitigate shareholder dilution in OPTI by leveraging SBTX shares for financing. There are additional nuances I could have explored.
Yes, investors want to see the money because sentiment has been damaged over time at OPTI and SBTX. Sentiment is NEVER worth ZERO. Think about it-sentiment drives the market in both directions.
BTW, 130p, and 71p came before and after.
Thanks, BP, for a refreshing counter rather than the emotionally charged comments.
While involving external consultancies like Evercore in the heavy lifting of M&A activities is a common practice (if this is the case), it doesn't diminish the in-house team's strategic role. I assume they had a larger role through conversations over a year, including Cath O'Neil's role. This counters your timeframe IF I am correct with my interpretation). External consultants bring in expertise and an outside perspective, but the in-house team's deep understanding of the company's strategic objectives and culture is irreplaceable, such as the viability of backing SBTX IP into acquired assets. They are crucial in defining an acquisition's strategic fit and integrating it post-deal, ensuring the acquired company aligns with the parent company's vision and values.
The suggestion that an M&A director is necessary, with an expected compensation package in the region of £150k plus bonuses, is an interesting one. However, the role and compensation of an M&A director can vary widely based on the scale, complexity, and strategic importance of M&A activities to the company. Full time! I doubt this fits with the long-term strategy as the current M&A objective appears to be a short-term proposition with long-term revenue build. Of course, we have yet to learn the full costs associated with any M&A, which could be considered excessive in some quarters.
IMHO, we need to keep a watching brief to see what synergies manifest and just how accretive they become. I certainly do not subscribe to them being worthless or minimalistic in value. A perfect example of the double standards employed by We All Know Who is evident today after OPTI announced their Indian partnership with SlimBiome. Whilst I think it has significant potential, one asks why the same excitement by you know who is not shared with the prospects of UMG, which has a much larger sales team, and a far bigger reach in 15 more countries and launched on 1 March. It's a classic example of allowing specific trigger points for cloud analysis.
Let's have a bit of fun for a change. I'll start.
Regarding Manprit's remuneration, the AIM data suggests a certain... extravagance in his compensation. However, the real conundrum lies in comparing the responsibilities of Finance Directors across different firms. Take, for instance, the hypothetical scenario where we could classify FDs based on specific duties like advising on M&A, being integral to negotiation teams, or proactively scouting for acquisition targets. In such cases, these additional responsibilities would undoubtedly be factored into their compensation packages.
For weeks, I've observed from the sidelines, silently musing over the glaring oversight that no one seems to acknowledge: the invaluable asset that is Manprit. To play the devil's advocate, if I may. With that in mind, let's focus on Dermatonics and the upcoming acquisition. Will this be when the CEO/CFO's decisions are proven justified? Time will be the judge.
Considering Morepen's extensive network and reputation, this partnership is significant, as it could enhance market penetration and consumer adoption of SlimBiome® products in India. Based on Morepens sales forecasts, the directors of OptiBiotix anticipate this agreement might contribute approximately £6-7 million in annual revenue over the next four to five years, highlighting the potential financial impact of this collaboration. I note Mr Winnifrith has indicated a summer launch. However, when we spoke to O’Hara, he was less committed than Winnifrith, which is a concern because he has a habit of hyping expectations, putting unnecessary pressure on the company.
https://twitter.com/LEMMINGINVESTOR/status/1767983974557597812