Member Info for eshaitan

But...the last 6 months delay with the 2nd lender was inexplicable. They would deserve a final warning (not the first final warning though).

Good old human self interest will get this through as it's good for all stakeholders.. But I doubt it will be as fast as we like as this will go back to committees again.

I’m sure he will have an opinion, I will listen later.

To play devils advocate we have been here before and the chairman’s job is to protect the company. Just in case…he would have had to pull the trigger before the Christmas shutdown.

The case remains they all stakeholders want this to succeed. It doesn’t mean it will!

I’m surprised finance has taken so long but there you go.

How long have I held here? 4 or 5 years and Harry never disappoints!

It was a good bearcast

As I said yesterday after the RNS this isn’t a death spiral.

Good to get some more information. This moves the project forward and a delay until after Christmas fir an asx listing makes sense.

I’m back to my average buy in price again. I wish I had sold and bought back

In but hindsight is wonderful. I will have to wait fir the asx listing in February I think to buy more.

A little light on terms but considering the struggle aim firms are having with financing this is nice to see. No silly death spiral financing or dilution.

My guess is I will see another Christmas with still no project finance completion.

I’m more excited about me Ariana shares but I will still hold these with gritted teeth.

Roll on the dual asx listing.

Ariana will rerate far faster over here where mining companies are fairly valued. I can’t see the point ifAIM any more it’s a dead market.

Does anyone have an inkling of when the dual asx listing is going to happen? I think that could take the share price higher.

There was quite a large overhang of stock at the distributors and I would think this is still the case. It was on a presentation that I saw recently but can’t remember the exact figures but until that clears a large chunk of reputable revenue is missing.

TW sure can move a share price with his musings. Still on the sidelines but watching with interest.

Slide 43 wasn’t very informative. The investor meet the year before was better fur breaking down revenues and from which source. I can only think distributor income wasn’t fully captured, there’s no way income will be that low.

The 2023 revenue risk is that the distributors don’t replenish and are still running down their stock, but I would think 2024 e million revenues looks very conservative.

i thought i read or listened on ************* somewhere he was confident of meeting the targets but we will see. they usually disappoint to the downside.

I personally thought it was a decent update showing the diversification in territories/sales and opportunities. Maybe the market didn't appreciate the Morepen deal enough. Roll on July and that being launched, it's a shame he couldn't say how much the first purchase order was when it was the biggest the company has had so far.

Change of plan, asking this one, which I think was brought up in a bearcast some time ago

There is a share overhang caused by Finance Yorkshire Seedcorn Fund selling down their position. Why is Optibiotix's broker not finding someone to take this stock, remove the overhang and increase the share price?

I just watched last year's presentation to refresh my memory. Steve O Hara is certainly very thorough so no questions for me this time.

It will be interesting to see if 2024 forecasts are upgraded to reflect the new Indian deal signed.

It still feels like tinkering at the edges. Small scale.

Still waiting for a sweetbiotix RNS for commercialisation.

H & B seems to be an irrelevance at the moment considering the initial launch in all stores of the slimbiome sachets. I would think revenues would be negligible.

I have mentally written off slimbiome, too niche and too crowded a market. Give me an RNS on sweetbiotix being commercialised any day, that's what I'm holding for and how I hope to make money. if that RNS lands this should double and more.

The boots deal is slightly delayed. There's an article today in share prophets if you're subscribed which covers this.

As an aside SOH makes the point the uk retailers take a lot of work for not a lot compared to other deals. I agree with what he is doing, concentrate now on the countries with large populations, China, India, USA.

One day a big sweetbiotix deal will be landed and this will rocket. This time next year and all that...

Sure we will get there one day!

Some of the comments this week regarding IRH not completing on the jubilee deal seemed a bit wide of the mark to me. Looking at how many hundreds of millions they are already investing in Zambia and copper I can’t see the logic of them pulling out of a deal they have only currently earmarked 50 million dollars for. It’s small fry for them and without it they don’t have a complete copper strategy.

Still expect it to go through imminently.