Member Info for elrico

Northseatiger1,

Why would you throw away 30-60p in dividends away? Leaving aside your crazy POV, any suiter will not want additional baggage. They will want a narrow-focused company uncluttered with subsidiaries that will prove to be a distraction. What would you expect ORPH to be worth now? It will not command £300m now, so why not allow the company to build revenues through its business model. What's a year or two in the grand scheme?

Sorry, but you appear not to understand the business strategy, or understand the value currently locked inside the company. If POLB was worth £50 million at IPO, what do you think DIM is worth? IMHO at least 1.5/2 x this.

How is it a private event? It is not as though any of the clients are selling exclusively to a preselected closed group. I think you need to define what a private event mean to you?

Anon,

I assume you are referring to the "target" 25,000 subscriptions per day at £1.50p per day.
Do you have difficulty hearing what SA has repeatedly said, as well as myself repeating the same? For example, SA has repeated multiple times this figure is NOT A FORCAST. Moreover, he has not indicated what the first shipment will be, how quickly he plans to ramp up the shipments, or timeline, or trigger for full launch.

Perhaps you put your head above the molehill so you can hear better. lol

Nick,

If you apply reasonable logic, you should draw the conclusion 10-12 VIP from 12,000 plus Sederma clients is a strategic move by Croda.

Croda invested c$65 million in 1995 purchasing Sederma, Croda does not want to trash this investment overnight. Even so, the 12 are likely to be some of the biggest, and most important clients of Sederma - first-mover advantage, hence "premium royalties" which are double-digit. Each of these VIP has sales in the millions, this is not a private event. This is Croda's version of a soft launch, the wider market get access later in 2022.

Farris,

Subscriptions will be posted from Holland via airmail. Further down the line, SBTX expects to set up local distribution hubs as and when they are confident the subscription levels support the cost. I have no doubt the first will be in the USA because https://www.psoriasis.org/ will no doubt with a PR push to support the launch on the 29th.

Dribbles,

On the face of it, I stand corrected. I accept this is your belief. However, two points, first a pathetic excuse on my part...I got my news from MEN LOL.

Second, did everyone turn up and get tested? The aim is one thing, the result is quite another. I suspect every anti-vaxer would not have been tested.

Yes, I am alright. Perhaps not in the head, but in heart and spirit, I'm tip-top.

#6655 October 02, 2021
Total £80.19

#6626 September 27, 2021
Total £107.98

#6317 July 29, 2021
Total £84.79

Anon,

OPTI PI's like me that regularly purchase their products have sequential evidence on the order number status. I can log into my account and post them, they are sequential, that is a fact. That is not to say the company publishes them on their site, they do not.

The key difference, nobody knows the value of the orders, because there are a few purchase options. SBTX only has two options. 1 box or two! It is hardly taxing working out the sales, but, as I have said, it could in theory at least, cloud the maths because we do not know if the company will adopt a sales order no per region. This is what I would do if I wanted to put a halt to speculation on the sales order numbers.

Dribbles, Special events in Liverpool were used to test and trace, the whole city of Liverpool was not tested.

BTW, my ref to order numbers is related to OPTI and not SBTX. I am suggesting the process for T&T will be the same because the same regulations apply.

We are likely to get an early indication on sales before the company announces the same because there will be investors on the subscription list. However, it is almost certain there will be a sales order on the invoice, just as there is for the OPTI own branded goods. So this is likely to be the early indicator for the success measure for Axis. How quickly they reformulate for Axis-A or E is unclear yet, as the priority is for P. What is clear, there will be 3-4 revenue streams (probiotics) from the AxisBiotix brand.

We have been talking about AxiBiotix as being one product; when it is not, it will evolve to target other dermatological ailments.

Note of caution though. The order numbers are likely to be region-specific, like UK, USA, etc. There is a danger of overreliance on any like feedback from peeps.

I’ve been previously told order numbers are part of traceability for security reasons if there is a product issue. So, yes, we are likely to get a clue if peeps start posting order numbers like was done for OPTI.

When discussing the strategy the cosmetic partners may adopt; i.e, launch a new antiaging cosmetic, or reformulated version? Geoff believes new products will be launched as "the next best thing" as there is a cycle in the hair and beauty industry where a new product is launched as the next best thing and they all jump on the bandwagon. He agreed, this could get silly very quickly.

From 1:32.31

The link is on my Twitter feed. LSE is removing my links now. I guess the Victor Meldrews are reporting me. I will make them wait even longer now if they get access at all.

Shortly. I will have something ready for the weekend.

Cliostock,

A great example of reading and digesting an RNS.

Apologies if that comment comes over as condescending, it is not intended so. I think your view is remarkably perceptive.

He did, indeed Jimm. However, CF will be privy to inside info, so his windows are narrow. I suspect he is chomping at the bit, and perhaps frustrated he has not been able to because of business discussions underway. A clue for investors, one might say.

https://small-company-champion-investing.letterdrop.com/p/open-orphan-plc-5

Sheephatch,

Jimmy, plus there is another by the pseudonym of beinthelead. They both complain about similar issues.

At the considerable risk of appearing arrogant. If people like me and TW do not ask the questions, investors would be left with soft generic questions from Vox and Proactive. I do not mean to criticise either, because they have many clients, thus covering many companies (btw they do not do their interviews for free, they are not cheap, I know what they charge each company). The consequence is that they do not understand all of the companies they feature, and people like me that offer a more niche focus and do try to drill down offer a better proactive service to the PLC and investors - then I would argue this. So there is a gap in my work. To sulk and complain I have done my job for my members is shallow, vindictive and malicious because there is nothing price sensitive in what I ask.

The great irony is I wonder how many investors would have sold had I not gained the insight I did? The target I managed to tease out of Stuart two weeks before TW, was in my view a critical event for many investors - I have plenty of PMs backing me up. Moreover, I have had two, possibly three, editorials that positively impacted the share price. Not news from the company, but editorials where I emphasised specifics Stuart and I felt investors had not entirely understood. This can be verified by checking the dates and times of the recent editorials. I am mindful this may also come across as incredibly arrogant. However, one would need to ask what other events would explain them?

In reality, these people are arguing for £35 pa. It's pretty pathetic if they compared it to the exposure they have invested in the company.

Jimmy,

I understand your motive and your vindictive nature; it is remarkable.

First point: I have not been provided with "sales forecasts" by Stuart.
Second: You seem to want to punish me and my subscribers for doing my job - asking more probing questions open sites that are paid, like Proactive, Vox, etc., have not.

In truth, you are deceptive in your motives. Mine and SP business model is a subscription one, and it is so because neither of us can make a living from advertisements.

Third point: I recognised the significance of the "target" and shared this and the maths with my members and non-members. Therefore, your moaning is not justified. Perhaps keeping all of my content behind the paywall and not sharing opinions and work here is the way to go if it offends people like you so much.

"claims substantiation" is a key phrase, don't you think? Especially if the claim is specific to antiaging.