Member Info for martinu

Think this TR1 is related to Opti recent placing. Not YSF selling.

Mention of this on LinkedIn. Nothing new, just for interest.

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

Nick, as someone who is not well versed in such matters, I was wondering about such questions. Are Macq able to transfer direct to, eg Tyndall ? (Recall, Tyndall weren't the only participator). If this direct transfer is possible, would Tyndall and others have wanted a price closer to 6.5p.

À couple of points. From the RNS,

"Long term shareholders, including Tyndall Investement Management who have invested in the Company since IPO, have agreed to purchase the shares directly from Macquarie Bank".

So, as it says "including", we can't assume Tyndall have all the 7m shares.

However, as has been reasonably posted, Tyndall and others will have paid a premium to the 6.5p. So whether or not all participants in the purchases from Macq Bank are LTHs, they won't be selling below what their purchase price was. Whether this purchase price was 10p or somewhat lower is important.

Perhaps the question should be GCSE English, as forecasts are often a work of fiction? ;)

Out of interest, Macq Bnk converted at about 6.6p. Would they sell to eg Tyndall at a mark up?

Today, I sent yet another follow up to this exchange with Walbrook from early Dec.

"Apologies for the delay. I was on holiday when you sent the original email and it fell under my radar after I got back. The Company is working constantly on delivering milestones and increasing liquidity. The latter is difficult in these markets, but they have a defined strategy in place. For your information, we intend to hold an investor presentation (hosted on the IMC platform) in the New Year where Steen will lay out the plans for 2024 and how he and the Board plan to delivery growth."

Got a prompt reply!

"We will be holding an IMC for PBX. And we will let the market know... as soon as we have a date!"

AnneOwl, very helpful post. I've been following this co for years. Briefly held a while ago. No spare funds at mo. My main question was "what is their capacity to meet large order book?".

Oke, I hadn't thought about cost of stock replacement. But a useful reminder to me. Never mind whether you have the actual costs correct. It's plenty. However, perhaps SOH could have pointed this out, for the benefit of slow thinkers like me. Points 1,2 & 3 of the driving sales growth were exactly as Feb commercial update.

Who is going to meet costs of stock for Sweet launch?

Not the most positive of announcements. A fund raise for marketing and driving (further) sales growth. And, to me what seemed like an afterthought, the launch of SweetBiotix and MicroBiome Modulators. So the hope is that, for SlimBiome, increased sales revenue will (eventually) cover increased staff costs. (I presume extra staff being taken on?). And, a launch of SweetBiotix soon!

PS: director purchase.

FS, possibly Yorks Seedcorn still selling? From a fellow Amateur :)

Yes, pleased this has been done. I do notice RNS gives figure of £6-7m in the next 4-5 years. Previously SOH was saying £1m in 1st year, And £6m by year 5?

Ok, just listened. From 4.40 to 5.30 SOH talks about distributors destocking. But that revenue was booked in earlier year(s). So not in 2023,as I understand it. Then he says, we will see a leap in revenues. From 2024 ? So not sure what this means for upcoming 2023 results.

Some interesting chat about getting into Sports nutrition with high protein, high fibre snacks.

And then, signposting some updating in near future on Micro Mods.

Good of him to take the trouble to do the podcast. But not sure I was particularly excited by it. Hope others can find the nuances I missed.

Thanks for that, mol.

AqSu, thanks for posting.

DC, no it's not you. It's everyone else! Lol, wink emoji.

As you saw, yesterday's RNS was to update progress on 1st generation products. So for me, it was a nice surprise to see an exciting snippet about Sweet, at the end of the lengthy announcement. I hope it wasn't SOH teasing us and that the launch of 2nd generation products is truly imminent. And, that we will get separate, "transformational" updates on Sweet. Cheers. MU.

PS: let's hope in this leap year, the SP does a big leap. Up!

The spoonful of sugar was hidden at the end and was possibly the most important part.

Very wordy as usual. Plenty of %s. Some perhaps more useful tonnages. Have to wait for revenues. But it was a pretty positive update.

Overall I'm pleased to have this update than nothing at all. Fingers crossed SweetBiotix is really imminent

Thanks for putting me straight on this. It is the same company as referred to in half year report.

SymbioPharm's apparent reputation and access to market, incl pharmacies should help sales.

what follows is taken from poster, pj1 on advfn. apparently referencing a note from *************/tw. i don't subscribe to tw so i have no idea of the exact wording.

"************* now dropping out the possibility of insolvency unless opti steps in at 4 to 5p"

as i say, no idea if this is what was said, nor what the wording may have been. or indeed the context. scaremongering? thinking aloud?