Member Info for eshaitan

Nothing on sweetbiotix, dual listing or the reason I bought all that time ago, the in specie dividend of sbtx shares (totally agree with belgrano on that point).

I would like to see an interview as well.

So the share prophets team spoke to Stephen O’Hara.

New forecasts for the next 3 years for opti and a fair Mcap value they reckon of 90 million. Well worth a listen.

Understand the apathy to the RNS, but taking out sbtx value the market cap is 35 million and I would expect opti to be profitable this year. It should be a as recovery play, especially if sbtx increases, I think it will.

I too was surprised that h2 showed such a poor increase year on year, especially with that 6 figure sweetbiotix payment that should be accounted for. Why were royalty payments so poor?

Over to Stephen for a video update I think.

Last year opti had a operating loss of 2 million.

With the increased revenues and drop in admin it looks like this year is a million loss.

Otherwise how did they get a increase in sbtx of 7 million investment but can only report a 5.8 million profit? I assume that 1.2 million difference is the loss.

So going by the 58% increased profit margin on just over 1.5 in revenues they would have made a profit of 900k. Taking off all the other costs they were nowhere near profitability but the increased value of sbtx will save them as it probably will next year as well.

My initial thoughts are I thought Holland and Barrett would have contributed much more. I doubt much has flowed through yet from the Aussie deal, that will be this year. I expected them to be profitable and I think they needed to be nearer 3 million revenues to be there.

Are you hoping for the 5-6 times uplift in revenues again Elrico between h1 and h2?
It looks like Stephen O’Hara has really eased off on the interviews lately which is maybe a good thing, but I really don’t know what figures on revenues to hope for.

I think circa 3 million revenues for the year could see the operating loss reduced to zero as royalty payments come in h2. I think they will make a small maiden profit personally.

Taking the value of sbtx to optibiotix the market cap looks low.
I agree there haven’t been many announcements but the sweetbiotix and possible pharmaceutical applications are pretty exciting.
I can’t bring myself to sell and chase something else, I don’t know how well the Holland and Barrett deal is going over there, it sounds pretty bad with the weather and social bubbles, but my personal experience in Australia is that the optislim optibiome range are well stocked at the branches of chemist warehouse I have been to and are in prominent eye level positions. I know a few people that have been using them to lose weight after pregnancy. In my view considering the footfall at chemist warehouse and Woolworths over here this is by far the biggest deal yet but the market has barely reacted. At some point it will.

I’m looking forward to the trading update.

Flip I sold out 2 days ago I’m so lucky to dodge this bullet.

However I did just pick some up at just over 29p. I figure with cash on hand and the value of licences that’s a pretty safe bet.

We must be due for an update soon? I understand it will take longer this year because there are far more revenue streams, but has the board given any indication when it might be.

Considering kefi are so close to finance completion. Aim is a strange place, will this slowly drop on boredom even though they are weeks away?

Just watched it as well, it’s compelling stuff.

I have 3.5 million shares in kefi and I think the value should double in the next couple of months, or maybe even more.

Thanks

It looks like that barring an act of god this is actually going to happen!

All we need now is finance so all these abstract reserves in the ground can actually generate some money and interest in this share.

I’m looking forward to listening to Harry.

As Harry predicted it’s getting bigger and bigger.

If they get new licence areas granted in both countries I think they should spin off the Saudi assets into a separate company and give us shares in both.

Well the market doesn’t seem impressed so far.

The 75% potential ownership is interesting.

But the March finalisation date had better be met!

Still watching from the sidelines and just watched that interview. I agree relative to what they have spent on their quarries and their factories they are undervalued.

But I think 2021 won’t see a big recovery as many borders will remain closed until full vaccination.

Chris is being a little big naughty using 50 euros per square meter of processed material as an example. The end of year accounts show they achieved about 30 euros by selling in the Balkans so once processing costs are added in they aren’t making much more money than they would on blocks.

Big plus on the litigation funding. I expect they will win it. But I think people will lose interest this year and the share price will drift until they get closer. At a guess invest here just before next Christmas and then hold, but my timing on shares is awful so take that with a big pinch of salt.

Looks like we’re going to have to wait for the update next week. At least the speculation will stop then and we will have some answers.

I hope we are waiting a matter of days.For such a compelling investment case it sure seems hard to close on finance.

If Harry and his team can’t get this project funded, by all means sell up to another company. I hope the takeover chat is true, but I doubt it.

Thanks I will check it out later.