Member Info for martinu

FS, not especially.

Nick, maybe sometimes it's better not to know. I try to ignore personal insults/jibes from whatever side, as it adds nothing to a message. Indeed more often, it detracts from it.

As it's Christmas. 🎅

https://lemminginvestor.substack.com/

The Opti guild thread on advfn

The Morepen deal could be a game changer, not least because it appears to be for multiple years. Up until now, our revenues haven't seemed to accumulate (much?), which suggests to me that, for every new deal signed in the past, another has lapsed. Possibly coinciding with executives leaving. Has SOH got rid of them or have they left due to dissatisfaction?

Out of interest, Elric interview with SOH from last week, on substack is now available for free without signing up. Link on ADV thread. SOH looks really well considering the hospitalisation. And for all SOH's faults he (to me) always comes over as a likeable guy.

Whilst it is true the exercise price is no incentive, if SOH wouldn't exercise at 8p, would he at 16p? Perhaps if SP really did rocket.

AS, DC , Adyan agree.

Let the bidding commence!!

Oops! Sorry,schoolboy error. Should've been SweetBiotix.

Thread title: Gibberish

Author: Sophie

Own goal? And open goal for a wag.

Agree. Much more to presentation than I was expecting.

And here's me thinking you had unearthed a product containing SlimBiome . 😔

Will,mol, good posts. I think for FY 25 we will still see an overall loss. Though Croda revenues will be a bit more apparent by then. But costs overall of c.£3m in FY 24 will likely be similar in FY 25.

SA likes to talk of EBITDA but this metric has come in for criticism in ,eg US.

And, whilst SA has stated no fund raise needed for working capital, he seems keen on more acquisitions, so it appears he would fund raise for this.

When Croda and Modi revenues become clearer throughout FY 25, I think we will then be able to see if the outlook is as positive as SA's enthusiasm is suggesting. We might need to be patient for a bit longer.

We had an early update in July, so there should be no surprises. From memory, c. £3m loss, but that's now in the past. The future should be rosy. Hopefully.

Oleric, it was taken from a results RNS. Either HY or FY.

"More recently, we have been able to capitalise on the huge public and media interest in injectable weight loss GLP-1 agonists like Semaglutide, marketed as Ozempic and Wegovy. Whilst SlimBiome® and the GLP-1 agonists both regulate insulin response and slow down stomach emptying improving appetite control, SlimBiome® works in a totally natural, non-invasive way and without any adverse side effects. Recent work with dieticians at a specialist London obesity clinic indicates that SlimBiome® may also have potential as an adjunct to treatment with Ozempic/Wegovy. Work is ongoing to explore whether combining SlimBiome® with these drugs may help to reduce drug dosage, and thereby the cost of treatment and side effects, and enhance or prolong the appetite suppressant effect of the drugs. "

I wonder how the partnership with the London clinic is doing?

Oops. Coinvesting not a con!

Coninvesting in marketing.

À bit of good news, with Morepen finally launching products. We are coinvesting in marketing. £1.5m apparently. Revenues forecast to be £6/7m to Opti per annum. In the next 4 to 5 years.

Here's hoping.

That extract is still open to interpretation. Which is SOH's forte.