Member Info for elrico

If SOH wishes to play this game, so be it. Watch this space.

I will be creating an open-source editorial, where we were critical of certain events, well before the sponsorship was cancelled. The sane, you know, those who don't suffer from Elric Dreangement Syndrome, will know which of us values integrity over cash.

SOH has been speaking behind my back in private to investors. Does the fool not realise I know many of them, or is he even more foolish for wanting the gossip to reach me? He can play draughts; I will play chess.

No, sorry, Bill, you’ve got it all wrong. While I’ve had my fair share of public disagreements with TW, there’s no lingering animosity between us, and I believe the sentiment is mutual. That’s precisely why I’m prepared to defend him here. He won't thank me, and he will still kick me in the proverbials at the first opportunity...

At the heart of this matter is SOH’s desire for preferential treatment from journalists, a belief that his coverage should somehow be immune from criticism. He, like you, seems to think that safeguarding one’s investment ought to trump journalistic integrity – a principle many appear to have conveniently abandoned, despite their duty to uphold it.

Whatever you think of TW’s delivery, he had the moral courage to confront SOH directly, raising serious concerns over events where the board collectively failed in its fiduciary responsibilities. He’s now, interestingly, aligned more closely with the perspective long held by our own Mike Caine.

I’m not excusing how TW may have expressed himself, far from it. But I will defend the principle: that he acted with the kind of ethical backbone a journalist should possess, regardless of any personal financial exposure. Alex has done the same. Yet oddly, you don’t seem nearly as critical of Alex, or of Mike, both of whom have been raising red flags for months, long before any sponsorship deals were pulled, contrary to what’s been whispered behind my back.

The vote side of the strategy was always an uphill task, and I know for a fact that SOH knew it would fail because most people who pledged would most likely have either sold or found it too time-consuming to follow through.

It's difficult to be a permanent bull for so long and then turn into a bear on a specific topic. It is a bizarre situation to find oneself in, but you must be true to yourself. He will be rounded on by the usual suspects, but none will counter-argue the case as to why he is wrong. You have come the closest, and you failed miserably.

Bill, integrity isn't something you can buy. It’s earned, and once lost, it’s bloody hard to recover.

Farris, et al,

Ref to today's update on our Substack

Let me make one thing perfectly clear: when inquisitive minds thrash out an idea, you can sometimes end up in a place that actually makes sense—even when, at first glance, reason seemed to have left the building entirely. That’s precisely what Toyin and I managed to do over the course of two days and roughly 5,000 phone calls. So, any credit due here isn’t mine alone; it’s shared.

Net, there's the sleight of hand again. You mentioned that “vessels have been promised for other products” — just to clarify, it’s actually SkinBiotix, or more specifically, Zenakine, that’s produced in those vessel(s). There aren’t other products in play here. Zenakine is then sold on to cosmetic clients, who incorporate it into their own formulations.

No RNS is needed for this — it’s already well-established. Just thought it was worth clearing that up!

PG, they would be landmines. :)

Ozempic: Is this drug too good to be true? Tucker Carlson and Calley Means discuss. https://www.youtube.com/watch?v=vzRjkNYT-U8&t=1329s

Net, In short, the only "product" is the lysate. The lysate is then bagged, tagged, and shipped to cosmetic clients via Sederma. Stop confusing yourself.

Ed, So far, most SlimBiome trials have involved 20 to 100 people (if memory hasn't failed me), which is fine for early-stage or proof-of-concept research but not enough for serious regulatory approval. To pursue claims with bodies like the EFSA or go down a pharmaceutical route, OptiBiotix would need much larger, more robust studies, typically with over 150 participants per group, lasting at least 12 weeks, and often run across several sites. The pharmaceutical would be pursued through a partner, not something OPTI would undertake. This may ring a bell for LTI?

Net, It is highly improbable that Croda will face any capacity constraints in producing the lysate. The company operates both 600-litre and 20K-litre vessels, each capable of completing a production cycle in approximately 18 hours. Should demand exceed current throughput, Croda is well-positioned to commission additional capacity. In the interim, it could also turn to BST for temporary support, given that BST maintains its own production vessels.

I cannot speak to maintenance and cleaning cycles, which naturally have an impact on production cycles.

Aquaesulis, I cannot find my notes on this. However, I am sure SA confirmed that the 18 hours was for the 600 litres, and that 20,000 litres doesn't take any longer, as the process is the same. If you scale up to a 20K-litre bioreactor, and the process scales linearly without loss of efficiency, the entire 20K-litre batch would still take approximately 18 hours.

Martin, I wouldn’t get too fixated on the “heavy discounting” – it’s more often a marketing gimmick than a genuine margin sacrifice. When was the last time OPTI’s own-branded products were actually sold at full price? A 20% discount has practically been the norm.

What’s more concerning is that OPTI has yet to publicly address the glaring issue of its brand and IP being leveraged to promote what appears to be an inferior product. That silence in any official communication is, frankly, troubling. https://lemminginvestor.substack.com/p/optibiotix-health-plc-154

As Orange Man would say..."Fake News." https://www.accessnewswire.com/newsroom/en/consumer-and-retail-products/leanbiome-reviews-reveal-how-this-probiotic-prebiotic-formula-supports-1031593

Mol,

Did you attend the same private school as many of our elite politicians? The deflective rant was, well, quite pathetic. Sadly, predictable. Rather than be honest, you trawled through pages of posts to August 2024.

I won a private bet, so thanks. I won a crate of fine ales.

I'll remind you once again, in case you forgot.

Mol, with respect—which is rather more than you've extended to me (as once again proved my point), do try to keep up. My son apologised for, wait for it… being lied to and deceived. That much became abundantly clear today. At the very least, he had the integrity to make a public apology and amend his view. Had he waited just a few more hours, he could’ve spared himself the embarrassment of apologising for someone else’s dishonesty. I do wonder, how might you have responded in his place?

We now know that you first attacked my son, and then, when I defended my son, you also attacked me rather than answer the foundational question put to you.

Crack on with your childish rants – you help expose who the real Mol is.

Gold prices may shimmer, but Ramsdens glows brighter. With a share price now more than double our initiation point at 157p, Ramsdens has quietly become one of AIM’s most enduring success stories. In its latest half-year, profit surged 54%, dividends climbed 25%, and digital growth took a leap—proving that pawnbroking, jewellery, and FX can still deliver in the digital age. We unpack the numbers, the risks, and why this quietly compounding cash machine remains firmly on our coverage radar. https://smallcompanychampion.substack.com/

Thomas,

I have never heard it called a "mic" before. 🙈

I have been told I can have the next scoop. I've no idea when or what. I'm getting twitchy as well.

Yes. As it happens. https://lemminginvestor.substack.com/p/skinbiotherapeutics-plc-94b/comments

Mol, with respect—which is rather more than you've extended to me, do try to keep up. My son apologised for, wait for it… being lied to and deceived. That much became abundantly clear today. At the very least, he had the integrity to make a public apology and amend his view. Had he waited just a few more hours, he could’ve spared himself the embarrassment of apologising for someone else’s dishonesty. I do wonder, how might you have responded in his place?

Come on, Mol, let's have!

Let’s be clear: SOH isn’t offloading shares to fund a lavish lifestyle. I’m not thrilled that he’s sold around £7 million worth of SBTX shares over the years – few long-term holders would be, but, taking a rational view, it’s evident the proceeds have been channelled into supporting OPTI and shielding its shareholders from the worst of AIM’s dilutionary vortex.

It’s not ideal, no. But we have to acknowledge the reality: AIM is in dire straits. The market’s ability to raise capital through traditional, non-toxic means has all but collapsed. Structural issues, regulatory inertia, and a dearth of institutional appetite have conspired to make funding growth a Herculean task for small caps. That’s why so many companies end up on the death spiral treadmill – and why the absence of such a fate at OPTI is, frankly, a relief.

I’m inclined to believe the recent funding was strategic, not desperate. If that’s the case, it should start to show in the numbers over time. It’s all down to execution and timing now.

CapAI has become a case study in how not to pivot. From real estate to tech to AI—with side-steps that somehow missed both cannabis and crypto—the company has reinvented everything but itself. This satirical deep-dive explores the theatre of transformation, the faith-based investing that enables it, and the curious resilience of a board seemingly more focused on narrative than numbers.

Open Source

https://lemminginvestor.substack.com/p/capai-plc

https://lemminginvestor.substack.com/

Botton, I did not insult you, it's called banter where I am from.

You claim: "Regardless of when the NDA was agreed, the revenues wouldn't start until the product is launched, so would be pointless to have it in place if its only going to be in place for the first few months or so."

This is factually incorrect; therefore, it is twaddle. We know for a fact that SBTX has received royalties on forward sales, which we were informed began in June 2024. We have also received confirmation that the invoices are quarterly in nature; therefore, we should have had a minimum of two.

Regardless of the launch timing, SBTX will be receiving royalties on Zenakine supplied to clients as they build inventories; this is the nature of the business. I am absolutely certain I am correct. It's your call – you can choose not to believe me; I don't mind.