Member Info for elrico

A key factor overlooking the EV/Revenue multiple for healthcare products is around 19.09. Using this "industry standard" implies that SBTX acquired Dermatonics inexpensively, especially when factoring in UMG passive revenues, which could match Dermatonics in a year or so. Okay, this may seem absurd when you analyse the numbers, but a comprehensive database breaks this down, sector by sector. I received two models over the weekend. I might use them for amusement because, while we can debate about the multiple figures used, everyone has thus far missed the premise.

At this stage, I guess I should not use the word cheaply with Dermatonics until we have a final dilutive figure after the conclusion of the CBs, which is a matter of public record and not privately communicated with the aggitater.

On the latest bearcast, SA is once again slaughtered. I question the motive and integrity of the investor communicating with SA. If I were SA, I would refer all communications from investors to IR and keep a distance from people who do not respect the privacy of private communication because, as was demonstrated, they can be abused and weaponised. I guess whomever the investor is, he is back from jury service in NY.

I have raised a ticket with the FCA based on the following reg:

"The FCA has powers to prohibit, restrict or impose conditions on short selling in exceptional circumstances, such as a serious threat to financial stability or to prevent disorderly price declines."

I believe Macquarrie has created a disorderly market. What they have done is not illegal but morally bankrupt and wealth-destructive, making it difficult for a Company to raise funds, which is another area the FCA can investigate.

Mad,

Let's assume you're not barking mad, and you are correct; SA is working to clear the CBs. For argument's sake, let's assume he does; cool, we have a c10-12% dilution, not the max 19% as per the original announcement. For investors to see the true potential accretive nature, we still require c£1m from UMG, and an improvement on the EBITDA £500 from Dermatonics.

If SA could push UMG, I am sure he would because I feel very confident that Dermatonics and UMG will vindicate their strategy, even though it has been painful and exceptionally frustrating.

Of course, the Brucie bonus is at least twofold, with Croda assuming they forward the sale later in June and provide a forecast. This could be juicy given that the VIP clients are not likely to launch with a softly-softly approach.

I have read elsewhere that the market is trying to tell us the Croda clinical trial is a flop. Utter bonkers. The clinical study isn't yet done. Even if the data doesn't support the premium tariff, Croda reverts back to plan A, which is still worth double-digit royalties.

Sentiment will change very quickly here.

The political landscape is something discussed.:

"Regulatory and Political Considerations: The Buchan Field Development Plan is set to receive the necessary regulatory approvals in the second half of 2024, with the first oil production anticipated for late 2026. Despite the prevailing negative sentiment towards the UK oil and gas industry, analysts contend that fears of higher oil taxes are exaggerated. They argue that the UK government will likely back oil and gas projects, recognising their significant economic benefits."

NEW FEATURE: Jersey Oil & Gas PLC

An Underappreciated Gem in the North Sea

Don't jog on past #JOG https://lemminginvestor.substack.com

BK,

I understand that the figures for SOH used are from the OPTI accounting period. Otherwise, it makes no sense.

Hi Martin,

Alex set out a summation for SweetBiotix without venturing into timelines because history has damaged this to some degree, thus focussed on known, knowns. I think Alex has tried to keep close to the IMC presentation format and used summaries rather than lob the whole lot together as I used to do, which wasn't ideal thinking back.

By the products via the links provided or we lose the sponsorship. Buy, buy, buy. :)

Investor Concerns and Market Realities

Despite the promising outlook, some investors remain cautious. Historical precedents of unmet expectations have left a residue of scepticism. A recurring question among investors pertains to the prolonged stockouts and limited availability of products like "H&B SlimExpert Golden Syrup Porridge." Comparisons with Kellogg's equivalent sachets reveal significant differences in nutritional content, particularly in sugar and fibre levels. This has led to frustrations among consumers and investors alike, who question why OptiBiotix has not been more successful in persuading major players like Kellogg's to incorporate SlimBiome® into their products.

For example, The nutritional comparison is stark: Kellogg’s sachets contain 15g of sugar and 2.6g of fibre, whereas H&B’s product has only 3.2g of sugar and 4.5g of fibre. Despite this, Kellogg's Oat So Simple range was the third most popular cereal in the UK in 2022, with over 5 million consumers. This raises questions about OptiBiotix's commercial strategy and market engagement. This should excite investors for the future of both SlimBiome® and SweetBiotix®, as they fit exceptionally well with any cereal brand on the breakfast table today.

View on the above.

Plus, much more.

Example

Total Estimated Full Year 2024 Revenue:

India (Morepen): £1.70 million

USA (Sports Nutrition): £0.57 million

E-commerce: £0.62 million

Asia: £0.125 - £0.15 million

Total: Approximately £3.015 - £3.04 million

https://lemminginvestor.substack.com/

Https://x.com/lemminginvestor/status/1793647468371935530?s=46

OPTIBIOTIX HEALTH PLC will be holding the meeting Commercial update tomorrow at 20th May 2024 at 2:00pm BST.

SWOT Overview - MediaZest PLC - 16 May. #MDZ

https://smallcompanychampion.substack.com

📉 MediaZest plc has faced a challenging year with a decline in revenue and profitability. However, the company has shown resilience with marked improvement in the second half, driven by the resumption of key projects and increased recurring revenue. 📈

🌍 Establishment of a European subsidiary and new clients, especially in the automotive sector, are positive developments. The strategic focus on long-term projects, increased marketing, and potential acquisitions positions MediaZest well for future growth. 🚀

💼 The board’s confidence in targeting year-on-year growth and a return to profitability makes MediaZest an interesting prospect for potential investors in the audio-visual solutions market. 📊

https://twitter.com/LEMMINGINVESTOR/status/1791148824854925414

Conclusion: A Strategic Forge Ahead Amidst Challenges: Brave Bison's FY23 results illustrate a company on the rise, marked by strategic acquisitions and robust financial performance. Yet, the failed bid for MISSION Group demonstrates the challenges of M&A in a market where value perceptions can diverge sharply. As Brave Bison continues to adapt and evolve, the broader market will watch keenly, assessing whether its ambitious growth strategies will indeed cement its standing in the dynamic landscape of digital marketing and technology services.

https://lemminginvestor.substack.com/p/brave-bison-plc-1b7

Clio,

Ref UMG. Yes, having a USA partner (Signutra) implies to me that AxisBiotix's pillar would not be too much of a stretch. It would be a strategic move that bypasses India's excessive import taxes. Recent RNSs related to UMG/Dermatonics raise expectations of further collaborative ventures in the near term.

IMHO, UMG is a much better partnership than some investors believe.

Ref partner. How about UMG? It's a no-brainer, IMHO a dead cert.

Just admit you called it wrong, it's therapeutic!

https://x.com/lemminginvestor/status/1787852830549700984?s=46

Supreme PLC (AIM: SUP), a heavyweight in the fast-moving consumer goods arena, has triumphantly announced a stellar trading update for the fiscal year ending 31 March 2024. This sets the stage for a highly anticipated audited financial results reveal scheduled for 2 July 2024.

Supreme has reported an eye-popping performance for FY24, doubling its Adjusted EBITDA to a minimum of £38 million from the previous year’s £19.4 million and propelling revenues from £155.6 million in FY23 to around £225 million. This notable ascent in profitability is complemented by Supreme’s ability to conclude the fiscal year debt-free while generating unprecedented cash levels.

https://smallcompanychampion.substack.com/p/surpeme-plc-fb3

PG, I think it's World Products. It's not global, but UK, Europe and USA via Amazon.

I think you are referring to the consumer study for Acne. It is due at any time, but it needs to be written. I am more interested in Dermatonocs sales, UMG forecasts, and Croda launch/forward sales circa June, from memory. These news items are directly related to money now, not months later. These will drive a massive re-rate.

CB resolution would also drive a re-rate for obvious reasons, but I think most of us are aware of why.

Leepfroggy, I suspect there will be a coming together of minds to work out the best strategy in the future with the Dermatonics staff, who have had some success with their own sales/marketing team. This must be one synergy that some people have overlooked.

Apre, try reading before making a tool of yourself.

"Unsubstantiated Opinion" sounds like every social media platform's motto, doesn't it? It's not so much an oxymoron or poor grammar; it's more like the bread and butter of the internet's comment sections. An opinion is personal, sure, but when you slap "unsubstantiated" in front of it, it's like admitting, "I have no idea what I'm talking about, but I'm going to say it loud and proud!" Take a bow, Sir! It's the verbal equivalent of walking into a room, declaring the earth is flat, and then plugging your ears and singing whenever someone brings a globe in. Take another bow, Sir!

What I posted was educational, and by God, you need it.

The following deep dive into London's financial games carries risks for the private investor some may not appreciate.

https://twitter.com/LEMMINGINVESTOR/status/1778500935188189320

It is not specific to SBTX, but it provides details of the board's predicament. Some people may not appreciate it, but they will!

OPEN SOURCE

https://open.substack.com/pub/smallcompanychampion/p/londons-capital-conundrum?r=398wvs&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true