Member Info for martinu

... and presumably, quite a chunk of receivables down to Seed?

Agree receivables are a concern. 60% of revenue in Friday's figures. Hope they don't have to send the heavies around!

As an aside, shares in the Aquis exchange have fallen from 475p to 400p over the last week. Trading update was published on Wed.

Main reason : they are about to lose £1m in revenue, due to non-renewal of an historical contract. Otherwise the say they appear to be doing well.

Should say "relatively" low for costs.

Quite a few positives. Any views on large increase in receivables? Haven't checked why costs are low. And they will increase with new Sales Managers. One in place, one to come.

Brief reference to share liquidity and exchanges. Perhaps not dismissing a move. I would buy if dealing wasn't so prohibitive for adding small, regular amounts.

Mol, my misunderstanding, I thought you meant you were making a deduction for Seed from Mar 22 on.

Mol, have you excluded Seed from Opti from Mar 22?

Https://www.linkedin.com/company/probiotix-health?trk=feed_main-feed-card_feed-actor-name

Kasper Hoffensetz. New sales manager for EMEA.

FS. The new CEO, Steen Andersen did mention this in the latest presentation. He said it wasn't a priority for PBX to be moving to AIM.

For my own part, I would like to buy small amounts of these shares on a regular basis. At what I consider to be a very advantageous SP. But it is prohibitive to do via a broker.

I have always thought probiotix to be the jewel in the Opti crown.

As long as it's jam including SweetBiotix we'll all be happy.

Totdy. Great thread/post. Straight from the heart. So much news is sad, depressing or worrying. Lovely to have a bit of humour. Albeit at your own expense; literally. After all, it's only money! Best wishes for a change in fortunes.

Toyin, I think SOH has said that, in a previous business that he owned (?), he sold out too quickly/cheaply. He appears chastened by this experience and his dealings turn out to be protracted, to say the least.

There is always the chance that a new product could miss the boat, but I think with SweetBiotix it is just a question of time. Particularly with DSM. Perhaps as the US partner remains unknown to us, that deal could be less clear. But the latter does seem well advanced.

Usual slow progress. I would guess actual booked revenue (in H1) might be up 50% or more, given order figures. At least SOH did spare us the %age treatment.

Hopefully the deals in Asia will really bear fruit going forward. "Based on Morepen's current forecasts this agreement could contribute in the region of £6-7 million revenue per annum to OptiBiotix in the next four to five years as announced on 13 March 2024." Not sure if this is over this period. Or by the end of this period.

Nothing new on SweetBiotix.

And, as someone who knows very little about marketing, it seems a trade off between increased sales and increased costs.

As has been said, we live in hope.

PS: was surprised SP was up, given recent small falls over last few days. Down now.

As DSM sponsor professional cycling, I have always thought LeanBiome would be right up their street.

Hope so. Sounds promising. Good boost to SP, which is dearly needed.

Thanks for sharing.

I haven't checked, but could réduction in 5yr revenue be due to separation of PBX?

And, for amusement. I notice "mol" gets a mention in the research article today, associated with NHS weight reduction shakes, etc.

Llol, I think you recall correctly. Though was that perhaps when thinking of pharma route? But Opti should nevertheless be trying to get in on this.

AS, yes. To say SweetBiotix news is overdue is not understating things. Seems focus has switched to SlimBiome, etc, which appears to be picking up. Didn't SOH hint at (promise) a presentation on 2nd generation products in latest presentation.

Further to above. Discussion about "Acquisition 2" in the IMC presentation about 27 mins in. Talks about debt facility and potential benefits of acquisition to SBTX.