Member Info for elrico

Ref INSG.

Dam thing is far too illiquid. It will be down to numbers I fear, as it appears the RNSs is written on the same keyboard SOH uses. I am toying with adding if only to get out at a lower price. No, seriously, I remain hopeful Stev C can deliver. He did say the company will be cash flow positive in H1 this year.

AquaeSulis01,

"So elrico, are you saying that crod a can complete their scale up and shortly after products from their customers containing skinbiotix will appear in the shops and yet Optis partner in completion of their scale up will have to wait years for sweetbiotix to appear in their customers products despite taste tests already completed?"

Very good questions.

The is a key difference between OptiBiotix and SkinBioTherapeutics. OPTI's IP is ingested; therefore, there are string regulatory hurdles to overcome. Moreover, SweetBiotix specific; there has been a lot of shelf-life testing over the last two years, or so; some of this is due to the levels of toxins in soda beverages to see if there is a degradation to SweetBiotix.

In the case of SkinBiotix, it is formulated for the skin via cosmetic applications; therefore, regulations are much lighter. As far as I am aware, some of Sederma's clients already have the lysate. I guess I stress guess, and there will be a race to market. The quickest route is to reformulate an existing brand and market it as a new, improved science back antiaging formula—something like that, but no doubt less crude.

Crashes occur when driving while constantly looking in the rearview mirror. :)

There was a single event that impacted the 2021 FY forecast. Can you think about what it was and why? It was not the fault of CF or ORPH. The COVID landscape changed...there, that's your clue.

BTW, had the original plan played out, ORPH would have smashed FY 2021 forecast. Ah, well. Let us brush that under the carpet of inconvenience. :-)

AquaeSulis01,

I'd be careful with expectations, as we have learned a very painful lesson from history. Even if there is a SweetBiotix deal this year, it could be another 12-18 months before a consumer-facing product is available. I hope it will be much sooner because there was a product being tested with consumers last year. But, unfortunately, not in this country, and I do not know if it is a cake, confectionary, or soda.

toastal,

Can you be more precise, please? What stinks? CF socks, or are you referring to the decline in share price since April 2021? We know of many factors discussed here, over on the ADV site, the pub, and probably a few pillows at night.

https://smallcompanychampion.substack.com/p/open-orphan-plc-f63?s=w

DesertStar,

You can ignore my point about the impossibility of net-zero or even offsetting carbon. The point is that attempts to get to net-zero could take carbon below the needed levels for life. Ironic, given carbon is the lifeblood of the planet, not its death. Anyway, there are far more things to concern ourselves with than worrying our youth.

Mo was pretty impressive and offered some significant guides on the future. He looks to be an impressive strategist. Moreover, Cathal can do his best and perhaps deliver what we hoped he would in 2021. I hope we are not swimming with the sharks as the waves overcome the blighty due to climate change. I can suffer a declining share price, but swimming with sharks! :-)

Shandypants,

You can get the same info from Sky. Another clown made the same mistake on Twitter on Monday. He was so blinkered that he did not spot the clip I referenced Sky, not Fox News. The BBC, CNN, ABC, NBC I would be concerned with. At least Fox gives you the facts, not the propaganda penned by THWH.

Ash,

What would you like me to say? I have had plenty to say here https://smallcompanychampion.substack.com/archive?sort=new with five editorials in as many weeks. I see no value in regurgitating what I have already said or rehashing the doomsday scenario playing out on the forums by panicked retail investors, many of which may not have witnessed such events that spook them.

Believe me when I confess to being dam frustrated as anyone. I recently bought three lots, and each time I did, they SP slipped more than 5%. I thought I was being cute, which lowered my average to 13.20p. Even at these levels, I am taking a kicking, but I remain confident because I have witnessed these events many times since 1986. Even so, it is a deeply worrying time. It is important to keep the company's fundamentals in mind and ignore the geopolitical noise if you can. It is not easy if you need the funds as living costs continue to rise, or you are stopped out of a leveraged position, which is what has been playing out in recent weeks.

Good luck.

shandypants2,

Let's keep to the facts, shall we? I am no Trump apologist. I am not sure how you arrived at this view? He is one of the most unlikely presidents in living memory, with a mouth and an ego not befitting the office. That said, he has been proven correct on almost every "conspiracy" to date, be it on;
Covid strategy
Covid misinformation
Climate change
Russian strategy includes warning of the pending energy crisis as far back as 2018 and specifically warning Germany of their peril because of their energy source from Russia. Keep in mind he was in bed with Putin if you believed ABC, NBC, BBC, CNN and Dear Hilary Clinton, who funded the Russia hoax, I am sure you are oblivious of. I can provide as much info detailing the above, but I suspect you would prefer to remain blind to the facts.

He remains one of the few US presidents to fulfil his manifesto to the people, which included an increase in ethnic jobs, decrease in unemployment, energy independence, in fact, a net exporter of crude. I don't like the man, but he turned the USA around. Now, look at it! Look where we are now! Give the loud-mouth some credit.

As for climate change. Here is a little question related to net zero for you.
If Carbon levels fall below 150-180 parts per million, plant life dies! That is a fact. How do we propose we arrive at net zero, even if the technology is with us now? That single fact kills the net-zero strategy and demonstrates the folly of it.

Just in case you are confused. Humanity, animals, and even vegans are dead well before net-zero. But, the elites and Dr Mann won't disclose this because it doesn't pay the tax bill.

Dr Mann and the IPPC can publish as many wide axle graphs to make .50 degrees look like 10 degrees all they like; the fact remains he has cooked the data to suit his agenda, which you, I and everyone is now paying for.

I used to think like you. But I decided to look at both sides of the debate. All we have now is higher energy costs (not all down to Russian); idiot Biden has not helped and recorded the depression of our youth because the climate hoax has put the fear of God into them. Are you pleased with your bit-part!

If any of the above reads condescending or divisive, these topics usually are, and it is not my intention.

AquaeSulis01,

Pretty much yes. The international arm is much bigger than the UK&I arm OPTI has a partnership with. Sadly, OPTI has yet another event that is likely to impact the sales of one of its largest partners. There's no glossing over this fact. That said, it seems crass to concern ourselves with profit and loss when there are much more significant issues of Ukrainian suffering, not Iranian as sleep Joe Biden referred to them as.

AxisBiotix Ps USA site is up and running.https://twitter.com/LEMMINGINVESTOR/status/1500093222353354752

Don't confuse H&B UKI with H&B International. They look identical, but they are not. It proved to be a significant hurdle.
This is the H&B OPTI has a partnership with. https://www.hollandandbarrett.com/info/who-we-are/

The Russians own the H&B., And one Peirce was brokering a deal with.
https://www.letterone.com/our-businesses/l1-retail/holland-barrett/

YSF is now part of Mercian Asset Management
https://www.mercia.co.uk/portfolio/?sf_paged=3

Ash,

Feel free to filter my comments.

If you do not mind, I will keep buying and remain invested. You do as you please, but please take ownership of your decision and do not try deflecting your disappointment onto third parties, especially those attempting to help.

AIM is a cesspit for a significant number of reasons; one of them is over-emotional people. There is nothing fundamentally wrong with ORPH. The last 11 months have been challenging, more so if the sole indicator for a company's success is the SP. I get it is the only guide if we are invested in making money, but you lead to take a long term view, not a short term view, because many moving parts affect a company's SP.

You seem to be ignoring the board is delivering on its growth strategy.

Expectations have been set high for the past three years, but the company has not set the expectations. Instead, the same people continue to set the bar high, which sets up OPTI to fail. All OPTI can do is put numbers out and meet them in the past two years.

I know the pandemic excuse is wearing thin - it cannot be ignored.

https://lemminginvestor.substack.com/p/optibiotix-health-plc-565

https://www.instagram.com/reel/CaSSMSiK00Z/?utm_medium=copy_link

Here's a positive spin for you. Pray for the lemming herd dump their in-specie buy and add to your in-specie. It would represent a fantastic compounding event. Assuming you have the in-specie.

Don't forget to think about them. :)

POOLBEG PHARMA LTD POOLBEG UNLISTED RESTRICTED
Event TypeConfirmation
DescriptionISA-Ineligible Holding

Name of stock: Poolbeg Pharma
Date by which you need to transfer, or request withdrawal: 9th March 2022

SWS is a clickbait site. It uses algo's.

Fair point, Skid.

I should have been more precise with my language. I should have said, Pre/probiotic divisions are profitable. Of course, there is more to OPTI than these two divisions. ProBiotix Ltd is a sub.

Thank's for the insight Chief.

IMHO, I think Stuart is playing a canny game here. It isn't easy to know which promo avenue works best without knowing what the influencers are being paid. It is certainly not my area. A couple of people at the senior director level did not expect AxisBiotix to generate much more than 2000 repeat subs in the first 12 months. I think both, like some investors, underestimate the importance of a probiotic for psoriasis. The influencers may not have the kind of following celebrities have, but they do have a following that may well be looking for advice on treating their condition. This could then be replicated across each SM platform without any additional outlay.

It may sound ultra rampish, but I don't think SBTX need to pay for advertising campaigns at this stage. Instead, they need to test the next sales level. There seems to be a "very high repeat subs", which is a good sign early on.