Member Info for martinu

Done. On computer, there seemed to be two Q&A boxes. When typing in LH one submit box disappeared. No apparent sidebar to reveal. But on RH box submit stayed visible. Thanks again.

Thanks Adyan. I didn't see any green button. Was trying on phone.

Just registered for the Q&A. Typed in questions but couldn't figure out how to submit. Anyone else tried?

To introduce a bit of levity. The child who (attempted) to throw chewing gum at the school teacher , probably still has is stuck to his fingers. (post 13.59).

Https://www.linkedin.com/posts/probiotix-health_innovation-preventativehealth-globalhealth-activity-7415424120701673473-6lJf?utm_source=share&utm_medium=member_android&rcm=ACoAAFXQ2o4BrXK1UNjlDeSnr-KvEIv-NvKRvbs

SOH still hopefully. Interims (March?) will tell.

https://www.linkedin.com/posts/optibiotix-health-plc_a-reliable-supply-chain-and-proven-market-activity-7417545110722121730-7nim?utm_source=share&utm_medium=member_android&rcm=ACoAAFXQ2o4BrXK1UNjlDeSnr-KvEIv-NvKRvbs

Results from the Hut Group. See below. Not sure if they are still on Opti partner (for LeanBiome?). Would be good if they are.

https://www.lse.co.uk/news/thg-hails-strong-trading-momentum-after-record-second-half-of-2025-xearhp7rln8psap.html

Our (Opti) mcap is close to £7m according to LSE today. Just to be picky. So (haven't checked) but SBTX + PBX must be close to that. I think PBX q4/ fy figures , due later this month, will be very positive.

And PBX stake. About the same?

SOH is a bit reluctant re takeover ideas. Having himself thought that he'd sold out a previous company too cheaply. As I understand it, there has been a fair bit of marketing around Dr Morepen in India. I think companies have possibly shared expense. Dr M were very bullish about f/c sales, but seems like they have exaggerated. We will only know when, as said , we get the March update.

The SP rise today gives a good %age increase for ST punters. I am , unfortunately a LTH, well underwater. Glug, glug...

Another of their products. All of the inci ingredients listed and 3% Zenakine

https://sklep.scandiacosmetics.pl/pl/strona-glowna/590-morpheus-nawilzajacy-olejek-dwufazowy-do-kapieli.html

This does seem to be it. Well done shychap.

I think a prompt and positive HY update

will be essential to build on this momentum. SA seemed to be hoping for something in Feb. Many Aim shares drift sideways and downwards on no news.

... figures might show the same old story. Usually due in March.

The unknown is SweetBiotix. Again scientifically backed, but years in the commercialisation. If this were to come good Opti would be a buy. But so far, not good.

I will continual hold . Not much choice now ;) But the FY 25 figures will be telling. Probably around £1m i would guess.

On SBTX stake, this has been dissipated to shore up losses. The stake in PBX might not be so easy to sell as on Aquis. A less liquid exchange. Would likely have to find a private buyer. But PBX is steadily improving after an inauspicious start.

Mm, I'm a LT Opti shareholder, though my holding is quite small. It is hard to find the positives here. Sales revenue has picked up the the last two published HY figures. Both around £500k. Based mostly on SlimBiome (WellBiome and LeanBiome). But these products , in various guises have been in a competitive market for a few years now. Unusually they are backed by scientific studies, but this doesn't seemed to have gained the advantage that it could have. The potential revenues from new deals are often exaggerated (by the partner, I think). But SOH uses these f/c revenues in reporting.

For me, the disappointing thing is that old partners often fall by the wayside , as new partners are announced. Thus revenues have not built over time. I think the FY unaudited

On AIM CEOs, one point I forgot was that they are often drawing salaries of £100-200k from the outset. And continue to do so , whether the company starts doing well (the minority?) or does poorly (the majority?). It is often argued that these high salaries are required to attract the best talent. Some of the CEOs' talents are not necessarily what you would wish for. And our Chancellor is keen to get more younger people to invest in such companies!

Veritas, thanks for sharing. I agree with comments that BB users should not be abusive. But based on a handful of companies that I have either bought shares in or just followed, CEOs often bring criticism upon themselves.

Some good contributions from posters on this thread. Great products, poor commercialisation. I still hold. There might be a bounce when we get interims. That will depend on continued modest sales growth and cost control. From memory, think revenue from H1 was just over £500k. Last year's interims were March. The earlier they come out the more positive. Not much good news recently.

Also need annual revenue of between £4-5m to break even at recent cost levels.

if the ****is out then these are a buy.

That growth is revenue, largely due to acquisitions, which came at quite a cost. So not really comparing like with like. We will need to see growth at the end of the current FY to get a more realistic idea of growth. If revenues have grown a further 284% by then I will be very happy. The revenues that can be attributed to Zenakine , whether in reports or by deduction, seem to be making a good start.