Member Info for martinu

In today's presentation, Steen is to be accompanied by the CFO of Opti, Mark Collingborne. Interesting?

Presumably réaction to last week's FY results. Increased losses.

Aspex. Thanks for clarifying for me. Good idea.

This link might work. Re below

https://bit.ly/48ohpcB

Aspex, very good point. I think SOH did a short video, which I saw posted on LinkedIn, about this a while back. But like a lot of his output, it doesn't reach a wide enough audience.

SOH is very good at replying to emails, if you feel so inclined.

spohara@optibiotix.com

As an aside. DSM - F have a team in the Tour de France. Finished 1st and 2nd in stage 1. Cyclists would be ideal market for LeanBiome.

In the link you provide, mol. Are you alluding to MicroBiome Modulators.

Appreciate the insight given by you guys. I have no background in any of the areas you comment on!

Oh! and finally we will get our IMC presentation on 10th July.

Steady increase in revenues. But big increase in costs. Increased loss! Also, new staff came in post YE. Director costs close to £500k.

Steen's stated aim is to build a £10m p.a. turnover company. Let's see!!

Terrible! Revenue of c. £650k. We were told in Interims that of c. £350k, 85% was received in Q2. What were they doing in Q3, Q4. Certainly not building on this!!

At least costs are down. But very little mention of SweetBiotix again!

I imagine Probiotix will put out FY 23 results this week in line with Opti. No idea what to expect but SOH says most undervalued stock on any exchange!! Increased staff costs. Increased revenue. Similar loss?

Https://www.linkedin.com/company/optibiotix-health-plc?trk=feed-detail_main-feed-card_feed-actor-name

I'm still prevaracating re buying and thought I had missed my chance. But possibly not?

In the March report, the full wording of the £27m orders, is of committed and uncommitted. See below. Hopefully orders are flooding in. Perhaps some of the uncommited have become committed?

"This strategy has proven highly successful and whilst not reflected in the earned revenue in the 2023 financial year, can be evidenced in the order book of £27m as at the date of this report highlighting both committed and uncommitted orders on existing contracts for S Series generators derived from customer contracts including Acciona and Speedy Hydrogen Solutions. This order book would not have been possible without the investment of time and resources throughout 2023."

Afc mentioned in despatches.

Needs a much wider audience! A natural alternative to more risky drugs. Get on the telly Stevie O.

Fair points. And not long to wait for FY figures. Probably next Weds. And likely more underwhelming numbers.

This was SOH's response from a few months ago on the subject. No idea how many people it reached.

https://optibiotix.com/injectable-weight-loss-drugs-are-they-the-holy-grail/?utm_source=linkedin&utm_medium=social&utm_campaign&utm_content=ap_zggsww6dh6

Would this be good, bad or neutral for PBX?

And regarding potential sale of Seed. I have no idea where PBX (LPldl) would stand if this went ahead.

Thanks mol for the summary. Very tricky to est full year revenue. Given confirmed v invoiced in H1. If PBX got between £1.75m-£2m revs full year, I'd be pretty satisfied. But that H1 discrepancy (conf v in) is very big. And as you say, we can expect a jump in admin costs through appt of new staff. All of whom seem to be heads of something so on a generous salary. Though some not in place for full year. But nevertheless, loss could easily increase because of this.