Member Info for Letitrun

How can SBTX be one of wincloves largest customers? If they are one of wincloves largest customers they must be sitting on an unbelievable amount of stock (considering they only launched weeks ago). Why then are they limiting subscribers and at the same time giving out free boxes? It doesn’t make a lot of sense you have to cynically admit.

Some naive posters on here. No one knows for definite it is Opti but if it is it’s a great time to unload a few. Will likely see more large trades offloading SBTX at current levels whilst it’s frothy. The speculative valuation period is now before sales bring it back to reality. Do not forget it’s a 100m mkt cap and not reported a dime in sales yet. I hope it is Opti taking some nice profits off the table. With that trade price at 55p there is another side to such a large trade and your unlikely to find a large block buyer of stock at the top of the market.

Ted how many people dropped out of this study? In a proper clinical study you’d have to take into account all participants meaning efficacy would be around the 40% mark. Don’t get me started on the wording of the questions…

Timing is key. This business has more tangible value than when it was double the share price. You should put your money to work with your dog sounds like he could teach you a trick or two ;) in all seriousness your risk management is awful if you feel like that and hold this stock. Cut your losses and make the mega bucks you’ve missed out on. All part of the AIM game

They appear to be developing something that could be revolutionary to a massive market and working on scale up. I like how they negotiate royalties. In the meantime they have sound underlying business and highly valuable assets developing some really interesting products for future.

Agree RNS highlights the global reach of this company considering such a low cost cost outlay. Serious growth potential here with solid foundations very visible. Most frustrated bears have thrown their shares away in the lows, seems bulls are gradually starting to take back control here.

Belgrano whilst your correct the AxisBiotix via a subscription route has good potential to grow quickly It is naive to think it’s going to be easy. To grow B2C channel fast requires a lot of investment & is high risk. It is an extremely competitive market & SBTX don’t have the firepower to compete directly with the major players on marketing. They will not be able to make any health claims and the data they will refer to is a consumer study where half the people dropped out when it was given to them for free. There are other psoriasis probiotic products on the market with actual clinical data which I’m sure you are aware of. It’s not going to be ‘easy’ in reality. Opti recognised the investment & risks of this channel using it instead as a shop window leading to some great B2B launches visibly now growing through big partners. I also think both company’s will do well but I think many holders buying SBTX at current prices have not learned the lesson of Opti and buying a very pricey stock with no sales data or products. I made some good money out of Opti in early days and recently back in after a long while watching. The expectations at SBTX are far higher than it ever was at Opti. They are selling a food supplement and not a drug and in my view it will be almost impossible for them to deliver on the expectations to sustain its lofty price. All imo & good luck

Excellent growth. Very pleased with solid performance and fundamentals continue to build in a difficult year for businesses in general.

Belgrano sweetbiotix is the golden goose looking at the market. SBTX was bought on the cheap and has allowed Opti to continue building with minimal dilution. SBTX is being valued as a speculative pharma play at £100m mkt cap. When realisation it’s not, and early sales growth isn’t as expected it will fall back like Opti. Swapping Opti for SBTX at current prices is madness. Opti is a business with sales valued at less than half and SBTX hasn’t sold anything yet. Oh and Opti own 23%…I assume you understand the risks….

Lords you hit the nail on the head “it’s their shareholders who’ve benefitted massively”. Opti are the largest single shareholder. It shows how fundamentally undervalued Opti is with SBTX having not sold a single product yet. Opti now not just potential but a real business growing sales with tangible asset value created for its shareholders.

It’s realistic. The Ceo showed the exact percentages of manufacturers to distributors in a recent interview. Not digging it out but something like 20% are simply manufacturing so products can be made in different markets. Most of your comments on data below are based on consistencies. In reality the deals will have many different variables especially ones in different territories with length of product registration, product type, deal type, type of organisation, large/small etc etc.

The ceo has explained a few times the deals include manufacturers & formulators set up around the world with revenues building from distributors following alignment in each territory. Waste of time dividing up deals with revenues.. some wont deliver revs because they just make product & some distributors may take years to register & bring products to market and deliver. They have undoubtedly spread their risk across many partners, territories & products which is solid business practice. They also don’t own costly manufacturing facilities which is how they keep central costs so low. IMO clever business model & well run by experienced bod. Not exciting enough for the speculative AIM casino at the moment however could change in an instant.

Looking good here

Let it run..

See your point Belgano however looking back at the Opti RNS and the report by Goetz it is clear they have never been Optis ‘house’ or even broker for that matter. The note itself appears to be an independent report stating the opinions & forecasts are theirs (Goetz) alone & not Optis. It makes a big difference when you state Opti over egged as thst is not factually correct. IMO selling Opti at these levels is criminal....support looks solid so definitely many picking them up on the cheap.