Member Info for martinu

Decent buy today. £20k

Absolutely agree!

Part reply to a question by Andrew on Q&A facility.

Hi,

The sample will be a prototype final product from a small batch developed as a bulk sugar replacement.

That's more like it. C'mon PBX.

And another deal in Slovakia. More progress.

I was interested in the geographical breakdown. Comparing FY25 with FY24. Sales have increased markedly in USA and RoW. I take RoW to be Asia ex India and China. UK and India flat and China more than halved. India seems a massive disappointment.

I'm trying to be positive and there is a bit of progress. But Opti is still a long way from breakeven. If they managed £2m revenue this year, which i don't think is likely. And improved GM to 65%. Again generous. That would give £1.3m GP. Also, if costs fell to £2m. That would still leave a funding gap of £700k.

With revenue from 2nd gen products still looking distant, this is a bit of a tightrope walk.

OK, I'm not the most successful investor that ever walked this planet, BUT I really can't understand why people are selling.

Positives: on the verge, if not already, profitable; impressive revenue growth; costs fairly stable.

Negative: Aquis exchange.

This response on the Q&A was actually to a question about Microbiome Mods, but gives info re Sweet and numbers hoping to attend tasting.

" Lots going on with a big focus on SweetBiotix and getting first generation to profitability. Really pleased with the taste and sweetness of the SweetBiotix we are getting which we feel is the best we have achieved - purer, cleaner taste, and no aftertaste which you typically get with these products. This looks like a material step forward in the evolution of SweetBiotix. I will cover microbiome modulators in the presentation at the SweetBiotix sampling. I will also do a separate webinar for those who cant attend. We have about 70 people who have expressed interest in attending so just sorting out the venue in London."

Bk, thanks for posting. Sounds promising. Will have e to see if we get any detail on "profit" from that initiative

I would consider break even a success. Also I would consider it a stretch to make it in 18 months. It would require delivery on increasing and accumulating revenue and cost reduction. And more importantly Opti would need further funding to get there.

The Opti announcement is the opportunity for shareholders to attend an event to sample SweetBiotix. It doesn't appear to me to be products containing it.

This might work.

https://uk.advfn.com/stock-market/london/optibiotix-health-OPTI/share-news/OptiBiotix-Health-PLC-SweetBiotix-Sampling/98522333

Not sure if it's an RNS but what came through on my alert email.

OptiBiotix will be hosting an in-person shareholder event in London this June.

The event will provide an overview of first-generation products, second-generation products and their route to market and sampling of SweetBiotix.

To help us assess attendance numbers and venue requirements, please register your interest by clicking through to this announcement and liking the post (see photo below).

Touch and go. Even with costs reducing and revenue increasing (both to be confirmed when we get H1 figures in Sep), there will still be a deficit to fill. SBTX stake nearly gone thru, PBX a possible source of funds. How long will that last. What comes after that?

Thanks FS. Certainly will be tight to do a sampling for shareholders by end of June.

AS, thanks for all the info. So it seems they could offer sample products to shareholders, perhaps as a trial. Hopefully they have the approvals required in hand.

Forgot to say, thanks to Mark for the question and Opti/SOH for the answer.

More useful info elicited using this facility.

Q. Noting the recent SBTX disposal announcement where 7,500,000 shares were sold leaving a residual holding of 5,700,000, which followed the Feb 2026 announcement that there was no current intention or necessity to sell any shares, can you please explain what led to the change of heart and when an additional 1,400,000 shares were sold post the 31st Dec 25 holding and how much money was raised from that transaction?

A. There were two key factors that influenced our position. The first was an approach a couple of weeks ago by a private buyer who wanted all the shares. . I initially turned down the request but they returned increasing the offer price. The second reason is the time from the SBTX first announcement. Given the time it has taken there may be more disclosers to come. I also noted he change in cash position from Feb (£2.92m) to March (£2.44m) with SBTX. I wanted to reduce our risk by selling some shares. I have to take a view as to the risks to our assets and taking some off the table now but leaving some behind in case of an upside post suspension is a good balance.

The shares were sold ‘off market’ and approved by the regulator. We are now funded through to Q2 next year with some upcoming launches from partners and SweetBiotix developing nicely - more to come on that shortly.

Shy, when did SOH flag that up?