Member Info for Larus

Bottom line is that share options (=dilution) have been halved. If this had been some tin-point gravy train oil explorer then maybe some critiscism could be justified. But the OPTI directors in my opinion are not of that ilk, and I beleive they add significant value to the company. The reasons given in the RNS are fair. I'm not going to begrudge them a reasonable milestone-based incentive.

Seems reasonable to me. These aren't massive swathes of shares in the scheme of things, and as stated they reduce the total number of options in issue against perfectly reasonable vesting targets. Bring on the Sweetbiotix news...

Anthony V has indicated to investors by private communication that he expects the phase 2 finance to be by debt only. They are not looking to raise new equity. Would suggest anyone with questions like these email the company directly as they are happy to respond to investors.

It's been an excrutiating hold but it's clear that everything is now coming together. Looking forward to H1 2022!

He's almost certainly out, his last day coincided with the big volume and rise

Indeed. And finally investment in D2C in the UK rather than relying solely on partners being bothered to sell for us. Step change.

Maybe watch yesterdays presentation and see what OPti are doing to address this

Lol that's 4000 outlets in a country with a population of 1.4 billion that wasn't selling OPTI products yesterday.

In my opinion it was excellent. Sounds as though the LDL-PL paper when published is going to be very important. Looks as though they have a world beating product. They also explained what the sbtx monies will be used for.

I'm afraid that this diatribe is typical of the nonsense we have seen from SBTX holders on this board. The notion that a rights issue was preferable in OPTI is laughable. A discounted placing is how small caps raise funds (a rights issue would not be on the cards). But when you have an overvalued asset worth millions it's a very simple decision to make.

These deals take an age to materialise into finished products

This is true 50/200 day moving average just crossing, known as a death cross, but quite often by the time the 'death cross' occurs, most of the move has already happened.

Apparently it's been 'imminent' in final review for some time but the publication has evidently been prioritising covid-related papers for publication

Sadly AIM is not rational, and whilst the increase in SBTX valuation was not reflected in OPTI's price, the fall this week demonstrably is.

I agree that SOH's marketing has been lamentable, but you only have to look at the investors on the SBTX board after the fall clambering for Elrico to see that he can indeed take a large slice of the credit for the shareprice action in both companies.

Unfortunately the continued pressure this morning is beacuse of the further drop in OPTI's holding of SBTX. At current prices, (minus the SBTX holding) OPTI is worth only £20m. And that's with the biggest deal it's ever signed just landed and the company at a pivotal moment.

Sadly a contributing factor has been the continued selling pressure on OPTI by a group of large holders who are betrothed to a certain private blogger who has a bizarre incestuous relationship with both Stephen O'Hara (OPTI) and Stuart Ashman (SBTX). Said blogger publishes interviews with both behind a paywall and his doting followers move their not insignificant monies around at his whim.

Unfortunately for OPTI holders, this blogger produced some pie-in-the-sky analysis for SBTX, suggesting an unfeasible valuation. Hence his sheep had been dumping OPTI to buy SBTX. Sadly now following the SBTX report this week, this is coming home to roost and the SBTX price has crashed, taking OPTI (vis its 20% stake in SBTX) with it.

Maybe now they will realise the folly of selling OPTI and reinvest at what are essentially fire sale prices.

It's nothing to do with the sale of SBTX shares. Markets took a dump and support broke triggering stops to be taken out. People need to stop being butt hurt about the selling of SBTX. It's a cash cow. It's either that or oHara raises funds through a placing.

Stops being triggered

Don't forget the £2m profit too

And there are two biggies after hours...

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