Member Info for martinu

Article of interest?

https://www.bbc.co.uk/news/articles/cwy6g2dl44lo

Apparently not, on ADVFN.

Lordloads, thanks again. Good luck with your own sales.

Bel, perhaps they are in a hurry because they are worried what tariffs might do to stock markets.

Loadsof, thanks. That confirms what I was seeing. I might be wrong but when I checked a few weeks back, more than one of the choices was showing 50+. Not sure how reliable/ accurate the figures would be. And presumably Amazon US and India present info differently.

Do Amazon India have "bought" numbers for Morepen?

Thanks mol. Breakthrough!!

"The agreement spans three areas of distribution: products marketed under the ProBiotix CholBiome® brand, YourBiotix private turnkey solutions to be sold to South Korea based brand owners and sales of product solutions under TopHealth's own consumer brand. The first phase of the cooperation will focus on the import and direct sale of CholBiome® X3 to consumers. Following this, local registration will be required for TopHealth to market its own brand Bifolacto using LPLDL in the product."

So given the need for local registration, possibly limited products/revenue to begin with.

Shychap, thanks for the helpful summary of your thoughts.

😂Net curtains, it's more like a blind!!

£3m for annualised BTS. Or am I reading that wrong? Or misinterpreting?

Agreed, it does look that way. In fact, I think your totting up is £1m light. So even more lacking.

While things are looking a bit more positive, Opti are not that close to profit. Gross margin of c. 50%, admin costs of c. £2m. I make that £4m gross sales to break even.

Thanks for posting. I will have to listen to last bit again re DSM -firmenich. Think he said DSM want to sell to direct to customers and pay us royalties. SOH wants to buy from DSM and sell on to customers. Presumably more delays whilst haggling takes place?

CC. I agree. Great products with an ideal opportunity . But as far as UK market is concerned, Opti always seem a bit indifferent towards it to me.

I wouldn't be keen on Opti products being aligned with the views of GB news. And I wouldn't think viewers would be keen slimmers. But just my opinion.

TW, sometimes I think you live in a "different world". 😉 But to be fair you were anticipating an update , whereas I was not. So pleased to get the update, albeit a mixed bag.

Yet another RNS that divides opinion. It sounds positive on SlimBiome (esp Morepen and possibly Nouri?), but still using "orders" in opening para which we've been told can have a long lead before being booked revenues. Some doubts over profitability/ margins, eg Amazon. But hopefully only initially as indicated. Still talking and testing on Sweet. He mentioned use of Sweet in tea and coffee recently (Elric chat?). Only skimmed but didn't think I saw mention. Disappointing as this was supposed to be quicker route to market. Eg than fizzy drinks.

At least SP is up. And mention that sales of Sbtx/pbx shares could be used for ad hoc divi. Don't hold your breath.

PS. Sellers already! But wide spread. Which way will it go??

Thanks for posting. The Opti rev f/C of £6-7m for FY 25 is very unlikely IMO. The other two seem reasonable.

hinting? he says maybe this , maybe that ... based on ? a conversation with winifrith? ok, i know they both speak to soh but i'd wait for an rns before i got too excited.

the podcast is free access so i suggest anyone interested listens to it. it's very short and maybe i need to be able to read paid for articles on small co champion and/or ************* to get context.

It continues.

"Whilst initial discussions and assessment are with specialist weight management clinics largely in London, if these early findings are confirmed we will go direct to the pharmaceutical companies selling these products to explore the potential of using SlimBiome, probably by a different name, as an adjuvant to drug treatment."