Member Info for martinu

According to website, the webinar relating to the recent tasting/ presentation is this Thursday , 2 July at 2pm

Call me an old softie, but i have a different opinion. Which i admit is pure speculation. Although Emily was promoted from FO to CFO, I got the impression she was still quite inexperienced. Especially perhaps in dealing with a possibly forceful CEO.

We have been told that she was instrumental in bringing the "accounting problems" to light. And the delay may have been due to any pressures Emily may have felt subject to.

Thanks for feedback from those who attended. Sounds positive. But now needs to get to market. Can I ask , was the event well attended? Any idea if many IIs there? Thanks again.

FS, thanks for posting.

Apologies . And i do agree being on Aquis is no help. As you are also probably aware, PBX did change to a different level of Aquis exchange (Aquis Apex Nov 25) which again wasn't much help as far as I can see.

Steen said,

"We look forward to working with Aquis [Apex] and our shareholders to derive the maximum benefit from the Apex listing."

Unfortunately, doesn't seem like move to Aim on the agenda?

Where PBX is listed is no longer SOHs decision, it is Steen Andersen and PBX board. And whilst Steen and employees at PBX are an extra cost, the HY figures due out in July will likely show profitable. Steen doing a fine job .

Another response from Opti to adnan re takeover of Tate & L

Hi,

We are aware of the takeover of Tate & Lyle by Ingredion and you will note we indicated the increased M&A activity in the food & ingredient sector in the annual report. We have had a number of discussions with Ingredion who have a broader product offering than T&L which includes fibres and sweeteners. They also recognise the rise in fibre interest which wasn't the case with T&L. We are now being contacted by both national and international beverage, confectionary, and ingredient companies who have recognised the need to move beyond sugars and sweeteners. Of particular interest is the ability of our new enzyme to valorise sugar into Sweetbiotix -converting a commodity in decline into an on trend sweet fibre. The time is right for SweetBiotix and we believe we now have a cleaner purer product with unique characteristics with an improved manufacturing process which meets the growing market need. This is a very exciting time for us and we hope that investors recognise the potential this has to change the sugar and sweetener market.

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