Member Info for elrico

aimtowin,

It's a tricky one, outside OPTI's control, as ORPH PI's have discovered. From memory, I think the lock-in period ends in January 2023. POLB in-specie (ORPH) was due to be unlocked in mid-April. So I was able to trade my shares c3-4 weeks later. However, I know some PI's that could not trade their in-specie shares until this week. Moreover, I learned how many in-specie shares I had without using a calculator. Depending on who your broker is, it depends on this.

My iweb shows me how many PBX shares I have, but my ii account shows nothing other than I have a PBX asset with nil value and nil quantity.

Martin,

I'm getting the proverbial splinters in my seat due to sitting on the proverbial fence. :)

I may wait until I've seen SOH being grilled at TW Hovel in September. I'm seriously tempted to go down, armed with my tent, a few troopers and a good book just in case. :)

Sorry to hear, Colorblind. USA investor? I ask because you have a USA spelling of colour.

You can be on the wrong side when momentum turns, as it did when you bought. You are left with a choice, trigger a SL, or add if you have a long-term view. I know from history it is sometimes difficult to add to a position when there is no apparent bottom or support is breached, as was here, with at least two strong supports had trap-doors for floors.

Good luck.

QED...same applied to the SBTX broker note.

Aqua,

Thank you for your kind words. I am truly humbled and grateful.

I have always felt very nervous before each podcast interview. The clue is that I have c #cked up the beginning of everyone despite having preprepared introductions. I am unsure how anyone who feels uncomfortable and nervous can come across as arrogant, self-righteous, smug and have an inflated ego, especially at a masterful height of 5.6", looking more Hobbit-like.

Rebarm,

Ref my comments on the SP rise. You may have missed the point about my comments being cheeky. I try not to take myself too seriously. That said, you also must have missed the point I made that the Twin Pete's Investing podcast would have brought the Companies featured to a potentially new audience, which is often a good thing.

I am not sure why you are so upset about my eagerness to clarify my comments during the podcast in a supplementary podcast on my own. I got a lot of good feedback in my inbox and the odd favourable one on another BB.

For the record, I still have an interest in OPTI doing well. I don't have any shares, but I hold PBX, and two of my three sons remain invested. They disagree with their old fart of a father. Kids, today!! :)

I am confident I will become an investor again, so if it is OK with you, I will keep my eye on OPTI. If only for my sons and a few friends that also remain invested.

Have some humility, and be more respectful, if only for your public persona.

Letitrun

Posted in: SBTX

Posts: 42

Price: 69.00

No Opinion

RE: Priced In17 Apr 2021 16:04
See your point Belgano however looking back at the Opti RNS and the report by Goetz it is clear they have never been Optis ‘house’ or even broker for that matter. The note itself appears to be an independent report stating the opinions & forecasts are theirs (Goetz) alone & not Optis.
-----------------------------------------------------------
Most of us know Goetz did not replace OPTI house broker, so, a moot point. However, we do know Goetz was appointed as a broker by OPTI. I had several discussions with SOH about the broker, their note and the European investor meeting they set up to promote OPTI to potential new investors. This was all public and discussed on my blog, and various BBs.

Mr I am always right, letitrun, clearly demonstrated what Toyin has been arguing. Namely, Mr I am always right does not understand how a broker note is borne. The broker communicates with the company and uses publicly available data to formulate a forecast, usually independent of the company. But, only a foo would argue the broker has no input from the company, especially if it's a house broker.

On this occasion, I know OPTI did not provide Goetz with any information for the report. Any modelling was carried out using publicly available data and then plugged into an in-house model, in which OPTI was not involved.

Letitrun,

You remind me of the leftewaffe! Their tactic is the same. Ignore awkward questions, and concentrate on the only point(s) that matter to them. To otherwise engage in the sensible discussion would unmask them. For example, I proposed specific challenge and question, but you ignored them. Or perhaps you have a problem reading?

1: I am happy to continue discussing the merits or not of using OPTI assets v its own shares to build the business, but you seem afraid. (You ignored it)!
2: If the data proves accurate, or close to, will you be man enough to apologise for all your churlish sniping? (Did I use the wrong pronoun?)

The other tactic the leftewaffe employ is arguing their opponent is doing exactly what the leftewaffe are doing themselves. You say I cannot hack the detail! Uhm, if you cannot understand what I have said, that is due to your limitations.

You sign off by insulting far more intelligent investors than you have shown yourself. It is a strange tactic - sadly, a very familiar one from your ilk.

I'm done with dancing around your handbag. You're confined to the filter bin with the other troll, Eric M H! I am sure most people will welcome this.

Letitrun

I am not playing the circular game you wish to control. I believe I have made my point clear. You seem to be the only one not confined to the filter bin not to understand. I am happy to continue discussion the merits or not of using OPTI assets v its own shares to build the business, but you seem afraid. Perhaps my logic made more sense than you care to admit.

Filter option will deployed if you continue with your nonsense.

Can we have this translated into English, please? “ keep up with the algorithm it will be the final straw of your insinuating nonsense.”

I a don’t believe I am insinuating anything, other than sharing estimated sale data. DID YOU NOTICE it reversed the share price decline? Why do you think that is?

Some people call it research, others may call it journalism. Whatever, I have shared it with everyone.

If the data proves accurate, or close to, will you be man enough to apologise for all your churlish sniping?

https://lemminginvestor.substack.com/p/skinbiotherapeutics-plc-a8b

I cut and pasted the wrong alliance, rather than the corrected version from the feed I subscribe to, corrected below. Here's another example; (Alliance News) - OptiBiotix swings to 2020 pretax profit of GBP5.7m from GBP2.4m loss

Apologies. £2m it is, but what would the combined SBTX sales be worth in today's money?

You seek to control the narrative by concentrating on your side of the discussion while ignoring awkwardness like discussing an uncomfortable alternative view on the funding option OPTI had, other than to sell down an asset from 45% to 21% ish! But, unfortunately, that is where we are now, and no amount of dancing around your handbag will change this.

This may be unfair to you because you do not know my source. However, it would be best if you did not make assumptions about something you do not know, but you do. Ref the algo; we have "reasonable" indicators of its reliability. They are the non-fiscal data it collates on SM trends and OPTI online store.

You ignore institutions that use the same source material as we have. OK, this could be a bogus claim, but this carries a significant risk to credibility.

You are stuck in the Nov/Dec timezone. The company has put a team in place to handle the D2C side they were not "originally set up to do", but like all good BODs, they adapt. You just missed it!

Lets us assume the Algo is somewhere near correct (usual caveats I have stated still apply), offer your an unbiased opinion of OPTI's online store sales of $41k average pm (for their combined portfolio of LP-LDL and SlimBiome), and AxisBiotix, a single product launch nine months ago, with apparently, over $63k average pm, and the USA just behind after a late start. In other words, in just nine months, AxisBiotix sales are 3x and climbing faster than OPTI's whole portfolio, which has a four-year headstart.

Instead of arguing against something you know nothing about, let's assume for amusement's sake the above is "conservative" or even 10% under the estimates published. What say you?

And let's not say these are my numbers, and they are definitely not from SBTX.

Note: OPTI sales figure is from three hence, so they could have had a surge.

I got a lovely letter, well, email. My stalker was fed up with being on my filter list and therefore ignored. So he sent me a love letter. Bless his cotton socks. https://imgflip.com/i/6lwn2b

Thanks for sharing Mol. This old dope forget!

let it rant,

You have been busy tying yourself up in knots for our amusement. You need not bother. :)

I won't review the broker note again; Toyin has it covered.

Ref OPTI/SBTX holding

FYI your observations were addressed before you raised them over at https://lemminginvestor.substack.com/p/optibiotix-health-plc-74f

The net holding remains the same; however, you spin the numbers. So my preferred option to dilute OPTI and hold a more valuable asset remains a solid case, even if you only keep OPTI because of the future value of SBTX and any subsequent in-specie divi (remember that one?) would have had a more significant value.

It has often been remarked that OPTI has essentially no value, given PBX and SBTX assets. Have you ever considered why this is? Oh, go on then...because the market knows OPTI has always needed to use SBTX as an ATM. It is not a criticism, it has been very good business, but one I would have liked to have kept on the books as a whole.

OPTI raised £3.6m in SkinBioTherapeutics at 55p November 2021, but £2m YE

And to make my point about future value - even without Croda/Sederma, I'll have a friend bet that AxisBiotix will generate more revenues/profitability than OPTI by FY 2022 (not PBX/OPTI combined) if AxisBiotix continues on its sales trajectory. :)

Toyin,

I know you're a "guy." Are we allowed to say this anymore? :)

Belgrano,

There could have been an element of some swapping SBTX for OPTI. Now OPTI has given c4% of its early morning gains!

Aqua,

Yes, I have. I am not sure what to make of it? On the one hand, it establishes the ability to scale production for "bulk" orders for potential partners. On the other hand, hitting on the quote option opens up a window which creates confusion because at least three big names I have often suggested would be ideal partners, one of which, DSM, has worked with OPTI for some years. Cargill was also listed. However, when I searched through their product offerings, SweetBiotix did not appear. Now, it could be I did not look hard enough.

I am told SOH has been asked for comment but refuses to confirm or deny! I am not even sure what they mean or the context of the question put to him?

I genuinely hope it represents a milestone and the eagerly anticipated global conglomerate is announced soon. Even so, will it result in a consumer-facing product within 12 months? Not if nothing has changed since my conversation with SOH before Christmas.

Tin hat for when Toyin arrives! :)

Letitrun,

I am sure you come back and apologise for your remarks about the algorithm, which is used by institutions unless the Company providing the data is lying. You seem to ignore the simple fact that most of my subscribers know how I operate. Insulting people as you have, and doing so on the back of official screengrabs that show the data tells us more about your agenda, and bitterness because I sold your precious OPTI. Please explain how anyone can "exaggerate" screengrabs? Do you understand the folly of your premise?

You really shouldn't open doors you would rather I stay behind, but given you have held one open for me, I am going to walk through it. Skipping past the blarney of OPTI delivering on its forecasts, it still needed to sell 25% of the 45% of the family silver in just three years. This is not me being bitter, or lashing out, I said as much to SOH several times.

If you pin your ears back and actually listen to what the SBTX CEO says, you may have heard him confirm Croda is on schedule. Moreover, Sederma's VIP clients have been receiving the lysate. Why do you think this?

Perhaps I do you a disservice and you are actually attempting to be cute by baiting me into producing the latest data? I doubt this, your history doesn't betray you!

Aqua,

Ref OPTI comments were more tongue-in-cheek. I am aware I was less than flattering. However, I still promoted it as two promising Companies within the microbiome space. Given that there would have been a sizeable 4D investor audience, some of them may have taken a closer look. I still believe OPTI is undervalued, but we all know why.

Ref SBTX. The new audience for both will not have done any harm, but SBTX momentum is more likely due to the data grab from the site would have offered encouragement. It has done what I hoped it would do and removed the November & December data from their minds. I wish I had done the editorial a week or two later because last week's data demonstrate a significant increase in sales for both the USA and the UK; therefore the weekly average has jumped exponentially.

I will not report the actual figures at this stage because I do not wish to build pressure on SBTX, or me, for that matter. Moreover, some will expect regular updates, which would be unreasonable and expensive because the data is not available for free. Also, more importantly, if I suddenly stop reporting, some quarters will assume I am not sharing bad data, cherry-picking good data. The same caveats I mention in the editorial remain.

Clio,

I'd wager the podcast I was invited as a guest on had something to do with both SBTX and OPTI rise. Especially, SBTX.
If you missed it, 49 min in. https://smallcompanychampion.substack.com/p/twin-petes-investing-podcast-78

I’m very pleased to play a supporting role in todays podcast covers a wide range of Companies, including SBTX. https://youtu.be/UwkDRaysdIk