Member Info for elrico

Loved your cameo, at 1:06 Toyin. :)

Loved your cameo, at 1:06 Toyin. :)

Whitesnake

Howdy, Al,

It seems like we have differing opinions on the matter. While it's a possibility, I highly doubt that a founding institution would be selling their shares at this point. However, only time will reveal the truth. Nonetheless, I stand by my original hypothesis for now. The reason being that, without any concrete evidence to the contrary, I believe that OPTI needs funds to support the growth of its prebiotic sales. This would involve covering the costs of production, shipping, and other expenses. Additionally, it could be a while before any revenue is generated from the sale of the end product - ranging from 9 months to over a year. Given SOH's past experiences with Optipharma and H&B, I believe that he will be cautious with his cash resources and ensure that he maintains liquidity in his cash flow to avoid any last-minute rush placements. It's also likely that he will want to preserve his current cash reserves to the best of his ability.

I hope you do not think I have been rude or abusive towards you. I always try to be respectful, but on occasions a chuck in a little bit of banter.

Aquae,

That's about the gist of it.

Al,

I’d wager it’s much simpler than your hypothesis. A TR1 from OPTI is my hypothesis. I’d wager they are under 18%. We should have had it by now! So, maybe you’re on to something?

I’d like an explanation how you arrived at “ He's sitting on a 30% return.” Like who and how you’ve arrived at a 30 profit? TIA.

I have a theory of why troll-like creatures (Oelric, Nick, Phatstyle) behave as they do...like petulant children. They were starved of breast milk.

I believe some of the symptoms are;

never accept ownership of their mistakes, failings

blame others for them

hold a grudge forever

usually negative

cry a lot

whine even more

ungrateful

lie often

keyboard warriors

love elrico - bless xxx

Lord knows what I suckled on? I don't think Trooper was a brew, then. :)

Aquae,

Please forgive me if I have missed a point or two. As far as I can recall, SOH has never made any promises. However, he has provided revenue guidance on multiple occasions, and from what I remember, it has been reasonably accurate. I cannot recall any instances where he has over-promised. However, in 2018, there may have been some uber-bullish information regarding SweetBiotix commercialisation in a Q&A with me. I do not believe this was deliberate - the whole process has taken several years longer than SOH expected. The share price reached 130p shortly after a Q&A with SOH, which TW retweeted. Next, he advised his subscribers to bank their profits. Even then, SOH advised against selling at that time.

You’re sacked!

https://lemminginvestor.substack.com/p/skinbiotherapeutics-plc-3e5

True. It is a big shock, with more of the same as destocking continues. This destocking strategy has been widely reported across many industries worldwide.

"If anything, you could see it as a positive; it might focus more energy on bringing a revolutionary product to the cosmetic market to help boost revenues."

This requires vision, which may require an eye test. I recommend Vision Express for its superior customer service, truth and honesty you do not always get at Phats establishments. :)

Captain Hindsight, I retract my previous statement about you never experiencing a loss.

Your research has a major weakness as it lacks substantial revenues OVER MULTIPLE YEARS, easily providing your assertion to be untrue. I do not wish to spend any more time on this matter. I am afraid that this comment alone may cause investors to view you as an untrustworthy individual, and they may choose to filter you out of future discussions.

Good day to you, Captain Hindsight.

Well done, Captain Hindsight.

Both Companies are fledglings with disruptive technology. 99% of AIM Companies are driven by news (hype) which is part of the strategy required to gain attention from prospective clients/partners/distributors, etc.

Many investors have experienced both gains and losses. The key is to balance expectations while maintaining patience for future opportunities. OPTI and SBTX have reliable technology and products that are commercially feasible and scientifically validated.

It's not wise to seek attention by trolling investors, as it only makes you come across as foolish and lacking empathy for them. It's likely that you have never experienced a loss yourself. :)

It has. The big Q is what will come of it and when?

Hi Aquae,

I do not wish to drag this out more than it already has, lest I be accused of being a bitter ex-holder. Also, two of my sons remain invested in OPTI; they live at home, and both are bigger than I. :)

I've noticed that my initial post was taken down, and now it seems that TW and/or SOH have taken the TP comment out of its intended context, making me come across as foolish. I regret not being able to keep things clean. However, I did share a post on June 18, 2020, regarding the TP after speaking with SOH, which provides some additional information. Please note that it's unrelated to the 1m sale, as TW's comments may suggest.

Hello Ria, I appreciate your enthusiasm for AxisBiotix sales. However, it's important to consider that the success of the company is not solely determined by conquering the EU. We cannot expect the SP rally to occur even if low-base sales match UK sales in each new territory. In order to achieve growth, we should focus on the MN distribution agreement, which plays a crucial role in the company's success, rather than solely relying on conquering new territories. This will take more time than we like.

Ref Turner Pope.

I should add I did speak with SOH about this at the time. He denied he was going to place SBTX with TB. However, it begs the question of why TP was peddling OPTI SBTX stock. The shares tanked from 29p to 17p if my old grey has not let me down.

So you didn't keep hold of your 400k Al?

Good move with the benefit of hindsight, of course.

Good luck with GKP. Brave, mate.

Good morning, Aquae,

I have to admit I feel bitter about the situation with SBTX. The looming threat has been present since the spinout. Do you recall the conversations regarding the end of the lock-in period in November? Or when the last lock-in was breached in 2021? And the £1.25m placed with supposedly secure institutions, only to be dumped by SP Angel MM? It's frustrating and leaves a bitter taste in my mouth. And what about Turner Pope ringing their clients asking if they wanted SBTX shares just as the shares were about to breach 30p for the first time? This resulted in forward selling because who would hold in the high 20s if you could buy at 18p?

These issues significantly influenced my decision to sell my OPTI investment.

It seems that SOH opts for selling SBTX. I accept he has a difficult decision and must choose between upsetting SBTX investors or OPTI. I had always believed that selling OPTI shares rather than SBTX was better, even when I was invested in OPTI. In my opinion, SBTX has much more potential for growth than OPTI, and the amount of money OPTI needs to raise is not as damaging as one might think. However, the amount of wealth that has been lost is significantly greater than the amount that has been raised.

OPTI once held 42% of SBTX, now down to 18.1%. A nice in-specie has real potential, but this is being whittled away. It is harming OPTI, SBTX and SOH.

I agree that my focus should be on the SBTX board and their strategy. It's been a challenging 18-month period, but with my experience of investing in emerging companies that are developing new products and markets with modern science, I've learned that periods of frustration are common. The pace at which we expect progress is often unrealistic. This can be due to bullish management or larger corporations dictating the pace. As an experienced investor for over three decades, I know that patience and persistence are key to success.

Not when some clown is lobbing 1m out at a whopping discount. I'd wager the so SP was 17.5p when it was negotiated. Utter madness!