Member Info for FriedmanSowell

Massively overdone

No quick profit to be had because of the timescale laid out in the RNS so understandably people looking for short term gain are out.

To those of use with a longer time horizon, this is a gift.

I'll be nibbling a bit with a view to gobbling up a bit more if it declines further.

This is looking like one of the best opportunities for a while

The volatility here will have attracted a different type of investor but for those of use who believe the company is on to something, daily movements are just noise with the potential for opportunity if it falls to a level that makes it worth adding at. Anywhere near 8p and I add again.

TW is a mammary gland.

Best ignored. Same with nearly everyone who writes about stocks and shares.

As for TA, it has a place but for small caps I don't think it's a great indicator. Companies with a small market cap rerate dramatically on news and the motivations of one determined buyer or seller.

This is waiting for the audit first but seems fairly well set for the long term because of the fundamental value of the product

I understand how it could be read like that but I think the ‘WITH THESE PARTNERS’ is more likely to refer to the part earlier where h talks about ‘some partners require…’ rather than the specific named companies given as an example of how Sweet will fit soft drinks.

I would be very surprised given the multiple times he has spoken about partners demanding confidentiality and therefore Opti not being able to tell us as much as we or they would like, if he were then able to just name those companies in an RNS. I think it’s SOH pulling his old trick of throwing huge names into the mix to get us going a bit.

That being said, regardless, it does explicitly state that it’s a globally leading brand so even if it isn’t the two titans, it should still be a huge positive if it works out.

I figured perhaps he would be in an NDA with brands we're working with.

Thanks Adyan,

Excellent question and a great response.

“ I am not sure investors fully recognise the amount of work that has already gone into SweetBiotix to create products which have global reach in multiple applications. ”

I consider myself in this camp and it was great to get so much detail in such a concise answer. Does the fact that he mentioned some names mean we’re definitely not in discussions with them, or does his awareness of how Sweet could work with them a sign that they are on board. Who knows. It did help me to make more sense of the development of the enzyme recently

Re: liquidity (Grok)

Trading Volumes and Activity (Liquidity Metrics)

• AIM: Significantly higher turnover. Average daily value traded (ADV/order-book) estimates range from ~£42 million to ~£187 million (depending on period and inclusion of off-book; recent monthly figures show millions of trades and hundreds of millions in value). Average daily trades per company are higher, with deeper pools for popular stocks. Monthly share volume and value traded run into billions in aggregate equivalents.

• Aquis (AQSE): Much lower absolute volumes. Examples include ~£40 million total traded in Q1 2025 (~£0.67 million daily average across the entire exchange) or ~200,000 trades for the full year 2025 (~800 trades/day total). Many individual stocks regularly see zero trades on given days, leading to higher volatility and wider spreads in practice.

In short, AIM’s daily liquidity can exceed Aquis’s entire quarterly activity for some periods.

Should be some recovery in our SP as Skin fills that ridiculous gap that came from the Ashman firing.

H&B never seed that invested in promoting our products.

We were mostly stuck on the bottom shelves at the back of the store in the weight loss section. The porridge in particular would have benefitted from being in the.....wait for it....porridge section.

That always grated on me.

I think I put too much in the question. I should have focused on the part about whether Opti has the legal standing to use its vote at a AGM given what happened at the EGM. Unfortunately this part was ignored.

In total it was a bit of a non answer and I disagree vehemently about the false equivalence of AIM liquidity and Aquis liquidity.

What did you think

Wouldn't bother me if we retraced to 8p or lower. Regretting not adding more when it was lower so it's all an opportunity.

Can’t knock a profit but I see this at well north of the recent highs before the CEO news. As far as I can see, the investment case has improved and the shares remain at a huge discount. No doubt there will be pullbacks on the way as people take a profit which is fair

I’ve taken a leaf out of your book and sent a question to the Opti Q&A along the lines of Opti’s ability to vote on issues in future AGMs and whether that vote can be used to switch to AIM

Thanks Martinu,

I’m not totally sure but I thought that prior to the raise Steen and the board stated that we were well funded and didn’t need to raise money let alone raise at the cost of such a large amount of capital.

For me, it’s not that I don’t trust their ability to run the company well, rather that I don’t trust them to run it for the benefit of shareholders. I suspect their dream remains to suppress the SP for long enough to take it private and make a killing as it is rumoured they wanted to do previously. By continuing to dilute, this would make it easy for them

I am disappointed that we remain on this exchange for a number of reasons.

The price is suppressed. Without liquidity, price is not given ample opportunity to discover where it should sit at. We are on an exchange with very few buyers and a very high cost of purchasing shares (the spread here sits at an astronomical 46%). The minute you buy, you're showing a huge loss instantly. This inevitably leads to much less demand and a lower price.

The costs to the business of moving to AIM would be more expensive but are they as expensive as remaining here. We saw last year that with a suppressed share price we lost a huge amount of the company in exchange for some cash. Any future raises done with a suppressed share price creates considerable financial harm to existing shareholders.

Trust in the board. Given past events and that we know the company had no interest in supporting the share price before selling off a large chunk on the cheap to a friend of the CEO, continued listing here erodes trust in the motives of those running the company. I would like to see a converted effort from shareholders to force a move. Not sure if that's possible given the dilution and Opti's ability to use their leverage, but if it is feasible, it should be done.

That's my tuppence worth anyway.

Hope you all have a good day

I won’t be getting carried away yet. Personally I wouldn’t expect this to rerate until the audit has been published. That being said, we could easily have seen the bottom and I’m happy to have gotten in when I did.

""All of humanity's problems stem from man's inability to sit quietly in a room alone.""

Not if you've got him blocked. While blocking him it turned out I'd blocked him under the MrHumble moniker for spamming the Opti board a while back.

It's made this board much more tolerable and easy to read

This board is becoming a bit intolerable. As is the way when there's volatility. It attracts all sorts. Still, there's some good info and I appreciate those that have posted it.

From my POV this is a positive and inevitable development. Once again, the board is doing its job and has acted swiftly and appropriately. Happy to stay invested but given the risk and that I added yesterday, no need to add more

This will attract investment and a repeating if there isn't more substantive surprises

There's no grounds for trading to be suspended.

The company is solvent and the board have acted quickly, appropriately and have communicated with the shareholders.

Clearly there has been a major f up with the CEO, but that's not why shares are suspended from trading

Bel. Good post.

I would say though that confidence is only king in the short term share price. Over the longer term, fundamentals reign and imo they are mostly strong