Member Info for martinu

Der Sack - thanks for posting. Saw the link on Eqtec's twitter too. Meanwhile fathead Boris is stuck in the last century and can't see past nuclear!!

Thanks for link. Also mentions in passing that SweetBiotix is "close" to commercialisation. So at least SOH hasn't for gotten about that!

On the face of it Kibo look like an awful partner.

160k trade now showing. Presume sell?

So I thought I might be faced with this conundrum. Stick or twist. Obv will get some divi shares but really like the Probiotix side of Opti. Do I subscribe for shares in IPO or hope Opti rises to reflect. Would appreciate thoughts.

Good development

https://lemminginvestor.substack.com/p/optibiotix-health-plc-9d9?s=w

RoR and aandi. Thanks for sharing all the research that you both do. The prize for "player of the year" will be hard to judge :)

Also, disappointing but not surprising the UK govt is talking about fracking. Surely we don't need fracking with gasification. Eqtec should have a route to a minister's ear after the MP visit to our site. If so that ear needs bending and shouting in!

BigD - good spot. Thanks for sharing.

Some quite emotive thoughts being expressed. And not surprising given the lengthy waits for things to come to pass.

Trying to look on the bright side:
1. SlimBiome etc seems to be broadening it's reach via deals with bigger companies, targeted marketing under various guises and now through digital platforms. Which might help as the purely slimming product market seems very competitive.

2. LPldl to me seems our current best product with its positioning as a quasi, if not fully, pharma offering. And, in Monday's update, Probiotix showed a more healthy EBITDA profit (more than 2x) compared to SlimBiome (Prebiotix).

3. SweetBiotix recalls to mind a country lyric "If tomorrow never comes". But hopefully it will come. And will provide a boost when a deal is finally done. Perhaps SOH could set out key milestones to be achieved in order for a deal to take place.

4. The value of SkinBiotix is, for me, a difficult asset to price in, as its value has been quite volatile (à bit like Opti when it shot up to £1.25 ish). Mainly because SBTX is only just getting to revenue stage.

Comments/criticisms welcome. Cheers. Martin.

IMO - UK often lags behind on new tech.

Mol - thanks for posting. Not sure what to make of the podcast. Quite technical (scientifically) but shows that Opti are serious about having products that can be backed up with facts.

In terms of timescale, especially for SweetBiotix, which is a few years down the road now, to me there doesn't seem to be a deal imminent? I understand all the testing, scaling, proving, etc that needs to happen. But surely competitors will catch up and overtake. Even if their products are not as good, eg the Fanta video. Already out there.

Quite agree, excellent research from RoR. Just a couple of points from me.

Does this project seem disproportionately more expensive than NF? Less than double the MWe of NF but apparently many times more expensive.

However, funding seems to be in place from state loan and sale of tax credits. And, if more expensive, does that mean proportionately more revenue for Eqtec?

D&C - I agree we should get 21 FY unaudited revenues soon. As skid said, 18th Feb last year. The recent commercial, etc update on 9th Feb also said Financial Update in the coming weeks, which at the time seemed to be prefacing "later than last year" to me. Which I have said, repeatedly, is a negative in itself. But hopefully there is a good reason.

Thanks. Much better to see how projects are progressing than worrying about SP.

RoR - bit surprised the Agrigas (Larissa) update from LinkedIn is not on Eqtec website. Eqtec's latest update is from Sep 21 on this project.

RoR thanks for passing on. Good news.

Or a different "coming week"!

Elric, excellent summary for potential investors. And refresher, for existing ones.

Toyin, thanks for link.