Member Info for lordloadsoflolly

FS - as was previously said, boils down to who's more likely to have the inside track on SBTX.

SOH or some private investor with deep pockets.

Answers on a postcode please. From SBTX's latest RNS, sounds like we'll know either way before the month's out.

LSE’s functionality has gone to pot since it bombarded the site with irrelevant dodgy adverts.

Rebarm - agreed. Though Opti is hedging its bets slightly, holding back a few of its remaining SBTX shares.

I wouldn’t expect SBTX to rise initially post-suspension. But you never know, that buyer may have it spot on.

Phil46 - I totally agree with the sentiment. But it can be counter-productive to allow an emotional response to dictate your investment decisions. Only time will tell whether selling now was the right move - financially at least.

My own stance is not to add (unlikely I would have done anyway, as already overweight here). But to hold and see how things pan out.

That said, I totally respect you for taking a moral stand. Just not sure whether it’ll ultimately benefit you financially.

Thanks for posting martinu.

Though it seems SOH hasn’t answered the second part of Mark’s question?

Hopefully Archer is wrong and this won’t be bought out by end 2026.

Investors would, I think, be short-changed, given Hex’s medium term prospects.

Joed - I’ll just stick with my SMT holding thanks. That’ll likely reflect SpaceX’s true value, given time.

Joed - I don’t think you’re missing anything much.

Except that it’s not certain when (or even if) SpaceX will IPO - particularly given current market volatility. Nor at what value - any current indications are just that, they’re not set in stone.

SMT’s current “premium” to NAV may well be illusory & short-lived & its deviation from the normal discount reflects the uncertainty surrounding SpaceX’s true value.

DropD - I’d second that.

With the one caveat that if you don’t directly know the poster concerned you should treat anything they claim with extreme caution still (no offence JC as I suspect you’re genuine, but hopefully you’ll know what I mean).

Kaeren - that’s trailers but unless I’m mistaken, blatav was referring to an actual production plant.

Jim800 - surely that ultimately depends on current plant capacity, how quickly Hex now intends expanding production and how often these sort of secondhand plants come onto the market (can’t imagine it’s that frequent, but I may be wrong).

Now Opti claims to have enough working capital until H1 2027, it really needs to pull its finger out with Sweet &/or sales of its existing ranges.

The family silver has largely been sold off now. And whilst I personally way prefer this source of funding to umpteen rights issues/placings, I don’t then want them coming cap in hand to shareholders, asking for yet more working capital funding.

I’ve never seen eye to eye with Friedman over Opti’s treatment of its SBTX holding.

That said, I agree with him that the February RNS should never have implied Opti wouldn’t be reducing its SBTX stake “currently”, when it then did just over 2 months later.

Funny how we were all only talking about this very issue & the Feb RNS earlier today!

As for Fried’s assertion that most of Opti’s SBTX sales have ultimately proved ill-timed, I’d take issue with that.

Time will tell with this latest reduction. But with SBTX currently suspended below 10p, unless some suitor comes along to snap it up at a significant premium, I’d say Opti was very well-advised to divest heavily,

* clock’s ticking!

Seems pretty obvious to me they’ll want to release an update before their Investor Meets shindig on 28th May. Click’s ticking, which is why I just added.

Mind you, I did that previously too when the SP dipped just below 40p. So can’t say my hunches & timings are always spot on!

Martinu - 17th Feb ‘26 RNS stated “No current requirement to raise new funds. OptiBiotix confirms it has no current intention to sell its SBTX shares. The Company confirms it has not sold any ProBiotix Health ("PBX") shares and has no current plans to sell PBX shares.”

Admittedly, their use of the word “current” is doing all the heavy lifting there. But with a cash balance of just over £1m @ 31 12 25 & sales seemingly increasing quite rapidly, they may be able to sustain themselves through cash flow. At least, until the SBTX picture is clearer.

That’s assuming you believe everything you read in RNSs of course - and that the term “current” doesn’t end up being a weasel word!

Whilst I share some concerns about the recent radio silence, experience here tells me silence has been golden in the past.

In other words, after previous quiet spells, Hex has normally pulled something out of the bag.

Not to say I wouldn't appreciate more consistent comms. But I still remain confident of the end game here, so added another 27,610 shares to the pot @ 9.13 this morning.

Letitrun - Opti’s financials do look to be improving.

But with around £2.6m in overheads still, we need to see sales rise sustainably to £5m or so before any real profit’s made (excepting potential YOY gains from their PBX/SBTX holdings).

I don’t think that’s impossible - particularly if Sweetbiotix finally launches. But I don’t see it happening this year. Still, progress appears to be happening, providing Opti can retain & grow some of its more recent larger partnerships.

2buyor2sell - highly doubt the placing needs unanimous shareholder approval.

What resolution would ever achieve that?

Skippy - let’s agree to disagree.

As far as I’m concerned, the implication is clearly there.