Member Info for Letitrun

The broker issued a forecast on SBTX behalf. That is how all forecasts are issued they come from the company broker. They are approved by the company and would have sat down together to come up and agree a number to release. The stuff coming out of this BB is madness

Whether you say it’s accurate or not it’s the insinuations which suckers people in.

I think it’s good thing you have turned against Opti as it will stop the stuff you are currently doing here. First the fantasy launch sales calculations here, then the 10 vip croda launches last year and now this algorithm….you are a tee up for serial disappointments in these companies.

Your information is also wrong. SBTX did 2 highly dilutive placings at 16p raising £1.5m and £4.5m at 18p. £6m worth of shares issued as low prices would have had a big effect on Optis % holding. Making out Opti have sold 25% is lazy or misleading.

I’m not sure your point with forecast, Opti stated £2.2m and hit it. SBTX said £1.1m based on a guess and got it unbelievably wrong and now removed it’s forecast entirely. Opti have always stated they would never issue a forecast until they had good data. This is exactly what they should have done here from the beginning.

I think Elrico’s exaggerated algorithm is the last straw for some. If you think that data is accurate you need to apply for some counselling.

He’s sold his Opti even though they accurately delivered their forecast and is now pushing some made up algorithm his mate has been flogged by dodgy Dave down the pub even after a huge and embarrassing forecast miss. SBTX should have followed OPTI’s mantra by NOT offering finger in air forecast until they had at least a slight idea on take up rate. They also should have landed at least one more deal by now. What happens if Croda delays or Axis takes time to grow the market. What are the Options then?

Interesting podcast gives some good reasons for listing and addresses AQUIS concerns. https://m.soundcloud.com/optibiotix-investor/probiotix-health-listing-march-2022

Valid concerns over AQUIS, the exchange did recently come under new ownership looking to start addressing such issues. They appear to have introduced a new MM scheme to reduce spreads. Liquidity is also high on the agenda. This maybe worth a read: https://www.standard.co.uk/business/aquis-stock-market-aim-listing-london-rules-b972978.html

It also appear to be realising a value within which just isn’t being recognised. £22.5m for probiotix, their stake in SBTX is worth around £15m, their prebiotic business is also profitable with similar revenues so you’d expect that to be valued at at least £20m too. They need capital to properly scale each of the separate companies to fully exploit the opportunity and have not diluted Opti with raises over the years. Interesting strategy, building a position here could mean having a piece of the action across many businesses they sprout and with it prospect of more dividends.

He’s presenting the same company so it’s going to have overlap. Dullard is not something I would ascribe to someone who’s built a business from nothing delivering multi million revenues on a shoe string. The rationale and strategy very much interests me. Sounds like you may have a bitter history here. From someone who not so long ago came into this stock I think if the stale holders moved on it would do the world of good to this co.

Some very petty comments about curtains and camera angles. The ceo here presents just fine. I bet when this share was flying the same ceo here was the slickest, best presenter and ceo around. Sentiment low here and the kick in the teeth of the co & ceo delivered by the mighty Elrico wouldn’t have helped.

So you held the stock for 6 years, championed it building a following as a result of your strange relationship with the ceo, averaged your position up and now selling up whilst the market is depressed from macro events at break even/loss. The company just announced another year of pretty reasonable growth with investment being allocated to building out their capabilities and resources from a strengthening base… your timing seems strange to say the least.

Belgrano sorry pal but you are currently so in love with SBTX it’s silly. Opti has far more experienced bod, far greater capability and team, existing sales, more valuable assets and intrinsic value and broader technology. Some saying the bod have been discredited here but they gave their first ever guidance and delivered on it. That exemplifies credibility. Belgrano will repeat the Goetz report like he did recently but as corrected once before that was not company guidance and Goetz were never even appointed their broker. The report has a full page stating Opti bod had no input in numbers offered and was solely issued independently by Goetz analysts. Growth could be faster here but what they have delivered on a tight budget seems to be shaping up to be a steady business. They are now looking to invest in and accelerate growth from a strengthening position. They wouldn’t be bringing on all these people if the plans ahead were not exciting. I think is being massively missed.

5 years ago? Shows you haven’t been paying attention to this company developing at all. They’ve been selling for less than 3 years from what I can see. Takes time to build up manufacturers, distributors, research, patents and sales through a low cost approach. In reality they are doing pretty well in a terrible global back drop. Some on here need a reality check on business and timing of their investments.

They said £2.2m for this year and delivered on the nose in a tricky global environment. Credibility very much intact and even enhanced for future forecasts. Cashed up healthily growing business in an exciting space. Buy.

Bazzoa yet you bought this company at £60-£70m cap on no revenues or even products? Ceo here appears to have created real value and continued good sales growth. I’m sure others will say the same at SBTX soon where they have bought a £100m company with no revenue now down 30-40%. Nothing wrong with management here. Easy to buy a good company at a bad price on AIM.

Would seem they've been selling product only a few years, have a small cost base and have gone from nothing to the millions relatively quickly. Seems like good sales growth with high profile companies launching products such as The hut groups my protein being the most recent.

Good article by a decent analyst imo.

The fundamentals behind options is to provide a incentive to employees to deliver on key company objectives and keep hold of key staff. It allows the company to attract talent in a competitive space where larger companies can pay multiples of what Opti can pay as a base salary. From what I can see they have changed the incentive scheme to actually incentivise, whereas the team have delivered growing sales and more large deals yet the employees would get better value buying the stock on the open market as all their options are worthless.

Belgrano do you not think that a £100m cap with no sales and a launch expectation beyond belief is a position worth reducing exposure to? Looking at SBTX price looks like impeccable timing. The biggest drop came on SBTX results backed by volume which would suggest holders weren’t that impressed with the outlook and lack of detail. It has also been stated by the CEO at SBTX the Opti shares were placed by him with instis. The rumours you talk would only be listened to by amateurs, if Opti thought there was a problem why would they only sell a small % and lock themselves back up? Truly is nonsensical.

What nonsense why wouldn’t Opti take some profits of the table. They even locked themselves back up showing long term support for SBTX. If they had started offloading heavily that may be cause for concern but not taking such a small amount and locking themselves back up. As an Opti holder I’d prefer they take profit they’ve made from the SBTX purchase and reinvest that into the business than dilute the company at such a low market cap.

Looking like a good decision for Opti to take some profit and cash up when they did here. The endless ramps of subscription numbers and calculations of multi million sales for a pre commercial outfit with no business history is behind this huge reality fall. People led up the garden path by blind ramps when the stock was already at a lofty valuation imo.

Thomas you need a reality check. Opti bought SBTX for £700k and have used it to fund their continued growth and still retain a 20% holding in a £100m company. Opti are still 3000% odd up on their original investment and have already banked £ millions due to the fact they have created significant value. I think they would be crazy not to sell SBTX at current prices. I would have liked to see them sell more.

Pleased to see £2m confirmed as Optis. Reading the last interims the theme was very much investing & expanding so this is no surprise. £2m-£3m in the bank is most resource they have had in a long time and as a growing biotech business they’re sourcing their capital from the proceeds of an incredibly astute acquisition of SBTX for around £700k whilst maintaining a 20% holding. It’s strange how unloved this share is if you compare how well it is run with some of the heavily diluted dogs. It’s got to turn at some point.