Member Info for Larus

A very sensible post. Everything to look forward to here from now all the way into H1 2022.

Think the issue here is that SCAP have had a seller of size since the run up in gold price last week. Currently trading at a -20% discount to NAV when normally this year has been more like -10%. Once he finishes should be a move back. Compare GDX index which GPM usually follows quite closely.

There has been a heavy seller for the last week, that's why the nav is low. Check the bunches of big trades every day

An other investor has been in touch with the CEO this morning - as indicated, OHI was a requirement in order to facilitate bigger deals in India. He expects that ultimately OHI should bring in sales of £10-20m pa.

I wish he would do interviews on the back of these releases, company PR is slack.

Bizarre comment - did you read the reasons given in the RNS? Maybe (just maybe) the CEO has more experience of doing business in Asia than you do.

There has been a heavy seller here since the jump in gold last week. Compare with GDX it's quite a drop, should be 50/51p still.

Lol this cromwell guy pops in from time to time off the SBTX board. Clueless about Opti but sl@gs it off anyway and tries to ramp his own holding in SBTX. He thinks SBTX is currently undervalued (it isn't). Sounds like he's about 16.

Elric why do you continue to spam this board with links to your paid for service that nobody here can access?

I hope there is no distribution to shareholders, would much rather the funds were invested to grow the business . I am expecting news very soon.

If it breaks the all time high again then all bets are off...

OptiBiotix's partner Sacco has signed an agreement with Dohler for a plant based ingredient mix containing probiotics. This will include LPLDL with Dohler ($>2bn, 7,000 employees) promoting the product on a global scale

It will have been because Elric was spamming his own presentation. Same as when people post links to other chatboards and post L2 data.

Reported for spamming you absolute clown

I think now that the half yearlies are out of the way a lot will have been on the sidelines for what could be some decent newsflow in Q4.

Valuation – In our recent report (9 September 21) we laid out a three-part valuation analysis pointing to over 200% upside in OptiBiotix shares. This analysis highlighted what we believe is a significant undervaluation of the potential of the second-generation platform, in particular, we believe upside can also be delivered by the first-generation platform.

No evidence to suport this

Lol always one isn't there.

Totally ignored by the market but watch the presentation at 1:12 where he talks about what they've acheived. They've just managed to perfect the process for engineering a prebiotic to change any gut microbe at an industrial scale, using a unique and patented process. The possibilities for using this to treat disease open up a whole new side of the business. If they are able to use this platform to develop a pharma product then that's when it goes into big numbers. (see 4D for example)

Out today... 'Our valuation analysis suggests the market is attributing little value to the company’s second-generation platform leading us to conclude that there is significant upside in OptiBiotix shares. We maintain our Buy recommendation. '

And 'Combining our three-part valuation analysis, we estimate OptiBiotix is currently offering c225% upside to the current share price, largely based upon a significant undervaluation of the potential of the second-generation platform but also supported by upside from the first-generation platform. '

Might have that by month end if Sprott doesn't relent :-D