Member Info for eshaitan

Maybe they should take the quarries back. Then fox can suite for an additional 500 million for not protecting their property rights!

It’s amazing how these “quarries” weren’t even in use or developed, they were just land. They needed investors with big pockets to develop them or they would still be the same. Like CG said, it’s the same old story, foreign investors stump up all the money and then just as they turn cash generative everyone claims they were screwed over or robbed and wants them back....

Apologies we are using an old thread. No rns today just a strong investor show interview over the weekend.

Buy the shares and go away for a couple of years. I don’t think this is going bust but it could very easily multi bag from the current share price.

It’s a compelling story again.

I think we are in for a good day chaps.

Back in and looking for a 30 million market cap. I’m basing this on a 49 million euro payout from the kosovsn government solely on the Malisheve quarry. I’m discounting the stone alliance payout to zero.

Hey guys that was pretty much it. Nothing about taking on other quarries.

To be fair everything near enough has been disclosed they just reiterated they are going to turn this around.

I know the feeling on shares I have had some good ones and some turkeys. Fox was one of the bad ones before I sold out taking a 25% hit.

But I think you guys will do well to hold here, all is not lost!

2nd part

The court case against the government Is not affecting business or relations as they have since voted in a new government and that was seen as the previous government's failing.

Local contracts are being obtained and going well. You should easily get a multibagger just by the business progressing and growing. But the court action could be a massive one off bonus for shareholders as well.

The case will be heard in London under Kosovan rules of international arbitration within 12 months. The Kosovans have found themselves in this situation half a dozen times in the last 5-10 years, by not enforcing their own laws on property rights and outside investment. Fox has a team of no lawyers who consider this a slam dunk breach and are doing this partly on a no win no fee basis. This is a dedicated team in London who do nothing else but international arbitration cases. The last time this happened the Kosovan government was sued for 58 million I think and settled on paying out 30 million euros to a foreign investor. Fox doesn't consider this to be malicious, but incompetence by government agencies.

Anyway they are suing for 195 million euro's. they expect to settle for less, and they expect to win. When they get paid they will do a share buyback or special dividend, and they expect the payout to be a multibagger of the current share price as well.

The 195 million price tag was based on the 40 year licence of the malisheve quarry that was just starting to be very cash generative and the impact on stone alliance.

Debts are all convertible loan notes and are manageable. They can't guarantee they won't need more money, it all depends when restrictions are lifted. If it happens soon they should be fine. Lastly no mention of th etemple contract and if that is still going ahead. All he said is the Indians are very fussy on what blocks they will take.

All in all a very strong presentation and this was made one of the tips of the year made by TW.

The good news is the company is very confident you're going to get all your money back and then some. The implication was they are behind where they said they would be, they are very sorry, but this will recover and mutibag in value.

This year they will be about breakeven with directors not taking salaries and all London staff furloughed except the accounts department. No quarrying at all but factory is going very well and still running. All factory and quarry staff pre Covid will be taken back on asap, there is no spare fat there and sales staff still working but maybe not all London staff will be needed back. Factory manager from Spain has taken factory to another level.

Next year company will be profitable and they expect to win court case next year and do a buyback of shares or dividend

The year after, 2022, highly profitable, business plan back on track and dividends paid out.

Block and processed sales still very profitable. Customers always pay costs, fox doesn't get involved in that part. Plan is to keep a certain level of block sales to china and india, but really concentrate on the processed side where the money is. They are also focused solely on projects not wholesalers or middle men.

I think SOH answers on why he can’t forecast and the difficulties managing people’s expectations were very good. Let the trading updates do the talking.

I suppose the other takeaway is that lpldl is still a way from profitability even with the Alfasigma deal. The sooner they can get it in high volume products the better.

It was still the best presentation I have seen SOH do. It was very focused on commercial traction and shows the potential hockey stick curve we are all dreaming of.

The bad, SOH wouldn’t do forecasts but explained why. Did not sound keen on doing on doing a sbtx dividend.

The very good. Prebiotic slimbiome division profitable in q1, will be very profitable by end of year. IMO that’s massive news this division being profitable in q1 especially as royalties come mainly in h2.

I think it confirms my previous thoughts that slimbiome will massively outsell lpldl, even though Goetz said lpldl would contribute twice as much to revenues than slimbiome.

It also suggests to me H&B are paying within 60 days for slimbiome q1 to be profitable.

I thoroughly recommend signing up for that investor show and paying the tenner, it was well worth the money. Adam Reynolds take on optibiotix was very interesting as well.

There aren’t any links I’m afraid but I will put a summary up later, the time difference with Australia means I’m watching this into the early hours. Fox was probably the strongest interview I saw today out of any company.

I will start to buy back in this year, and I wouldn’t if I thought it was going bust.

Nice to see slimbiome is selling like crazy. The remaining stock of boombod has been on a flash sale as well for a while but slimbiome is outselling it at 13-1 currently.

Will any of these sales filter into H1 revenues for optibiotix or will it all be H2? They might be another question for SOH.

There was a trading update on the 17th January that gives a ballpark figure.

Dactions I’m not sure I will get an answer!

Elrico, thanks. You certainly set the gold standard for private investor research.

Hey Andrew7.

There was an RNS on the 23rd March this year about an accounting change of year.

The 13months to end December 2019 will be reported by end of May 2020.

I think next week we should get a trading update for 2020 so far and then lady years full year results at the end of the month. We pretty much know what lady years revenues were anyway, it’s this years that are far more interesting.

I will have 3 questions for optibiotix.

When are we getting the sbtx in specie dividend?

Why haven’t we had a cholbiome deal with a major retailer in our home UK market? Would Holland and Barrett be a potential partner for this and other optibiotix products?

https://pierceesim.com/products/

Optibiotix products already advertised by our new distributor.

The usual minimum order requirements to keep exclusivity. Should be good, but if they don’t deliver they can be cut loose.

It should generate income this year so surely forecasts have to be raised with all these new deals?

I think it was just under 150k in h1.

I remember it was one of those trading updates where the shares cratered, investors were expecting revenues to be more evenly distributed throughout the year.

Nice to see this confirmed but it clearly isn’t the deal that optibiotix are working on in the USA. I wonder when the big one will be announced?

Hopefully it will come before the investor show this Saturday. Surely slimbiome must be on target to earn far more than the million in revenues that was forecast this year?

Thanks AJS and elrico for passing it on.

Hopefully an RNS Monday then. It would also be great if slimbiome was rolled out to the entire range of products as well.

I think I’m not bad at chasing down new products elrico but I have no idea how you found this yoghurt making product!

Looking at the link below:

https://www.4health.care/product/slimbiome/

I’m not sure if it’s strictly truthful or just trying to get people to rush to buy but they are saying over 1200 people have taken advantage of the buy 4 slimbiome medical and get 25% off offer.

If true that’s pretty bloody good!