Member Info for elrico

what news slow?

PS. Glad your back....I was getting quite emotional when I couldn't see your posts here. ;)

Let be fair, Korgi. You hardly endear yourself with fellow man with your own version of abuse, deception and and of course, your unique version of the truth - specific to OPTI. In any event....are any of us suitably qualified to be offering "tips" on an open forum. I know I am not and thus avoid doing so. Most of us couldn't give a hoot about TW or his tips. I'm perfectly capable of picking my own disasters :)

LSE would have pulled the plug on posts not the author. Question is why? ;)

the hindsight trader!

The same prediction for Christmas 2016. I'm guessing today's comments by Per, ref LP-LDL pilot production in the US, is perhaps what TW was expecting to be agreed as a commercial (named) partner and NOT just a pilot production. "pilot production" is a legal term first used with LPGOS/TATA, "pilot production in November" (one month). When I asked SOH about this at the time (because a certain person was using the term in negative terms) it was explain as being a legal term, but essentially is designed to evaluate production capacity and efficiency, etc. I am making an assumption this is the same. I have NOT asked for clarification.

Boyzee - No funding issues. OPTI have cash coming in from c8 deals ranging from production, distribution, licensing, and products. Last reported cash was c£1.6m, so worse case funded for c18 months. IMHO - and I know I am not the only person thinking this.....a lot of TW/SP sheep have bailed on yet another failed £1+ by Christmas prediction. I guess number of investors were hopeful for big news in November and realising December is less likely to be the period for transformational news, it is likely those with over stretched trading positions decided to cut and run. I have no axe to grind with TW, I think he performs a very good service, be it on the bear and fraud tack. In terms of OPTI he has been caught out over the past 2 years. The deals with MN clearly take much longer to conclude, there are more people in the decision chain and they perhaps perform more rigorous tests than the smaller nimble companies.

Not pretty sure....they supply to both Kellogg's and General Mills as well as others. I suggest peeps check out the breakfast portfolio of General Mills and Kellogg's. The clues are there.

So says the one with more posts to his name than most of us combined. :)

Wolf - First you attempt to talk OPTI down. You then run off after being asked to put up or shut up. You now return with as much shame as a lady of the night and now talk OPTI up. If that isn't bad enough, you attempt to create the illusion you have inside info and if that is not bad enough, you try to come a cross as the wolf of wall st' with a mere 30k, be it �30k or 30,000 shares....and if that is not bad enough, you then attempt to big yourself up even more with this classic line, "when you deal in the amounts I do when I buy/sell it's split into several transactions." not quite out of the wolf of wall st... Try 24hr, as the norm for that size IF it has been requested to be withheld. You can't hide trades for long periods of time and certainly not the size you are trying to convince us you bought. The fact is, you were expecting traders to move in ahead of Friday or Monday and they have not. Historically, there have been several 10k units. They let you down this time. Ok, ok, MM are known for playing games for well heeled clients, but even so, they have rules.....of sorts.

Costello - Agree, TW has over eggs the pudding for some time and given his public the impression rerating news is imminent and or the SP will be 1+ by easter, then Christmas 2016, then easter 2017 and Christmas 2017 and now over a �1 soon. On the other hand, SOH has many roles to play as a CEO and one of them is to promote the company as often and as wide as possible. You can't accuse him of hyping OPTI, many AIM CEO would have seriously talked the book up if they has just 5% of the potential open to OPTI - SOH has reframed from those antic's. He could have easily plucked revenue figures out of the air - most people would believe him and the SP would probably be double where it is now.....however, SOH is a conservative chat and more importantly, a honest CEO that believes in building on real sustainable success, not hot air and hype.

I think some peeps are missing the point about yesterday's announcement. It may have been non committal in terms of saying we are defo going to pay investors a divi. The point of the RNS is to confirm SBTX in-specie divi and at a future point in time, the company expects to be in a position to pay a cash divi. This clearly demonstrates BOD are very confident they will be throwing off cash very soon. Will it be YE18 or 19? I think OPTI are being ultra conservative (rightly so) because these are new science back products, thus no sales history to gauge. Also, some commercial contracts are hitting the ground running, HLH, PharmaBiota and Galenicum, other will take longer to go into production, like SlimBiome/TATA and LPGOS/TATA. By April 2018 we should get a glimpse of revenues from Nutrilinea, SACCO, HLH, PharmaBiota and Galenicum - all of which came on at different period in 2017. For a year I have been saying I think OPTI will report a profit at FY18, it is a question of the size. It could be anything from �500k to �1.5m IMHO. This will likely double or multiples of this in 2019 and perhaps double again in 2020 and each of the 3 platform reels in multiple contracts.

Nope....Admission of the new ordinary shares is expected to occur on or around 23 November 2017. The new ordinary shares will rank pari passu with the existing ordinary shares. For all of Cairns faults (involvement with dubious companies) they ain't stupid...they would be throwing SBTX shares in the bin....do you think that is likely? The warrants being bought is nothing more than an admin exorcise ahead of the SBTX shares being issued - IMHO. I'm not suggesting this is likely any time soon due, it won't be due to the 12 month lock-in.

Send me a wad to SC 20 30 40 AC 102828456 and I'll talk her down for you.

IF SBTX is subject to a takeover (and I don't think it will) nothing changes other than the price at which any takeover and the obvious effect this would have of the 41.9% of OPTI's holding. No idea what the 2nd part of your question is intended to mean and I'm not going to guess. The 3rd about "where did the money for the research for skinbio come from?" Seriously? the mother company funded prior to the IPO of course. "Interest?" That would be the 41.9% if thats what you want to call it.

Wreckage - My head is a little fragile after a heavy 4 days partying in Wales. However, I would venture the link you post is over complicating a simple solution for a company that has not built up profits to pay a divi. "In specie" is mechanism distribution of an asset in its present form, rather than selling it and distributing the cash or more shares. In specie distributions are made when cash is not readily available or allocating the physical asset is a better alternative than distributing cash. I expect we will learn more after the 12 month lock in period has elapsed. There has also been a tidying up of the OPTI share register recently, which needed to be completed ahead of ay distribution of SBTX shares.

From Christina: On the SlimBiome front, I have been very active putting the right foundations in place ready for a big commercial push in 2018, including working on applications, product development and process improvement with the right partners. As I am from a food manufacturing background, I know what is needed by retailers so had to put some �rigour� into our process by introducing the necessary governance, traceability, trials and gate approval systems for best products/ingredients/manufacturers ready for listings. Our new improved SlimBiome is now ready and has opened up a lot of new opportunities and possibilities as we can include it in much wider range of products without affecting its functionality. All that takes time but it was well worth investing in it to get it right ready for commercialisation. We ran some trials today which were very successful and gave a much better end product than using the original SlimBiome as well as improving the mouthfeel and texture. Of course all of this has already been in a recent RNS but I will update it now we have the trials completed. There�s also a lot on GoFigure but I cannot go into detail until our next RNS.

Correct - revolution. If you listen to the proactive interview, Christina outlines what she has done since she took over, hence the delay. Max appeared to push her with a JAN/FEB launch, which will be backed by a big PR campaign. It all makes sense really. Why push on with an old out of date formula when you can open up new and much more diverse partnerships with a new improved, taste, feel and texture, which is heat resistant. I'm sure a 3-4 month delay will have been worth it.

https://tinyurl.com/ybc7756n

Hindsight trader ;)