Member Info for martinu

This from Opti re eBay on LinkedIn

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

That's a lot of fibre!!

Thanks for posting. One day... 🎶

I'm not bad at mowing lawns. But my Mandarin and Cantonese are sadly lacking. 😊

Https://www.amazon.co.uk/Slimbiome-Gummies-Supports-Digestive-Health/dp/B0CDX99KCT

Https://optibiotix.online/collections/all/gummy

Yes, Bk thanks for posting. Let's hope it gets some mainstream media coverage. (With hopefully some ref to LPldl /PBX).

Esp as yesterday, this was in the news.

https://www.theguardian.com/society/article/2024/jun/05/bowel-disease-hope-researchers-find-biological-pathway

MB, I think the point you are trying to make is valid. But you might be mixing up your pro-s and pre-s, and indeed skins. Are you referring to SlimBiome? Which seems to be improving sales, but in UK particularly, seems not very widely known.

Not sure if this market has been mentioned much.

https://www.linkedin.com/feed/update/ugcPost:7185556318441668608?trk=feed_main-feed-card_social-actions-comments

Aquae. Thanks for sharing. We did have a tie up with a Uruguaian company for dairy. Can't remember for which product. Was it LPldl? And of course, if SweetBiotix gains traction, we are hopefully on a big price winner. (Appropriate emoji)

Elric /Alex thanks for making this available for free via SOH sponsorship. Just a small point, would Y1 perhaps not align with FY 24 due to in year launch timing? But if the f/c revenues materialise, and these don't include anything from SweetBiotix, then things would finally be looking up. Steeply up!!

My message (sent for attn of S Andersen) rather than addressed to Walbrook

"Dear Mr Andersen,

I know I am not alone among shareholders in thinking that communication with us, since PBX went alone, has been lacking.

I understood from Walbrook that you were going to set out plans for 2024. We are almost half way through the year, and still nothing.

In the half year figures, orders received though not all booked, had exceeded revenues for all of 2022. Please could you provide a trading update.

Finally, I would love to add to my shareholding, but am loath to do so whilst on Aquis. Please get a listing on PBX. [edit my error, but I think they know I mean AIM]

Many thanks

Martin U"

And Walbrook's response

"Thank you for your email. We had planned to do an update before now, but various external factors prevented this unfortunately. Your comments are noted and I will pass them on to Steen. We will certainly be doing an update at the results."

Yes, i missed this. Thanks.

This is a longer extract from H1 2023.

"During the first half of the financial year the Group received confirmed orders totalling £1.5m which is 16% greater than turnover for the period to 31 December 2022 of £1.31m. Of the orders received, £552k (2021: £302k) had been completed and invoiced as at 30 June 2023. The increase in sales for the first half of the year reflects strong development in new customer acquisition as well as growth from existing customers. Gross profit for the period amounted to £264k (2022: £154k)."

A lot depends on how much of orders are actually booked. And indeed, paid for in reasonable time.

Yes. I saw that. Intensely annoying when a mixture of SlimBiome and Cholbiome would do the trick more naturally. But much extra cost? Unless we had tie up with NHS. Which SOH has been against.

There is a link on LinkedIn of a chat SOH did about this before. However before I got to that, I found this.

https://www.linkedin.com/feed/update/urn:li:activity:7196185337092521984

I hope it's not a rehash of this!!

https://www.lse.co.uk/rns/OPTI/strategic-and-commercial-update-xjm00z0q0ii4n3p.html

Shame the Opti message doesn't reach a wider audience to promote healthy, sustainable weight loss, with reduced risk. Maybe one day...

Fair points around. A necessary step. But someone once said, "nothing takes forever". With SOH/Opti I'm not so sure! And for all his failings I quite like Uncle Stephen.

On the basis of 2022 FY, it will be quite a while just to break even. Based just on SlimBiome etc. Roughly 50% gross profit. And £2.75m admin costs. This ignores 20% reduction in (some?) salaries. And any accounting for stake in SBTX, PBX. And the ever elusive SweetBiotix.

SOH has talked about £7m revenue in Y5 from India deal, in RNS from Feb. And some large % increases to sales online (from low bases?). And some apparently good orders in tonnages. But I don't see FY 23 being anything other than £1m plus operating loss.

We live in hope of Sweets.

Saigon, if your average buy is at 25p ish, good luck to you. Mine is over double that. And if you've recently bought in, spare a thought for those who have held for 5 years plus.

It would appear (well SOH is leading us to believe) sales of SlimBiome, etc products are improving but not in time for 2023 FY figures due in June.

If SweetBiotix finally gets commercialised, we could see a decent rise. And, Opti's value would increase if SP of SBTX and PBX go up, as we have stakes in both.

So plenty of ifs and buts. And a trial of patience and faith, and then some! I don't subscribe to TW but apart from occasionally being able to bend SOH's ear, he probably knows no more than some of the better posters on here and eg ADVFN.

Good luck. Nearly all AIM shares are an expensive gamble. You pays yer money and...