Member Info for mol42

Just another jolly imo

increased sales from a very much wider base of customers is required instead of relying on seed which had nowt to do with this board in the first place

keep patting your own backs after having achieved very little (apart from increased overhead)

gkw steen's mate invested c£1.3m having regard to the latest published results

mol

Https://www.linkedin.com/pulse/probiota-global-2025-key-takeaways-future-microbiome-aucsc

mol

Investor presentation available and press release

https://www.dsm-firmenich.com/content/dam/dsm-firmenich/investors/documents/results-center/2025/presentation-to-investors-dsm-firmenich-fy-2024.pdf

https://our-company.dsm-firmenich.com/en/our-company/news/press-releases/2025/dsm-firmenich-reports-full-year-2024-results.html

https://www.dsm-firmenich.com/content/dam/dsm-firmenich/investors/documents/results-center/2025/press-release-dsm-firmenich-fy-2024-report-20250213.pdf

but not full accounts - but nowt in outlook as far as i can see re sugar reduction and launch of anything sweetbiotix related

either imminent or anytime soon

mind with all these billions being mentioned perhaps not surprising .......

or of course being opti not surprising - however SOH should release an update if our company has knowledge of either the usa company or dsm having changed tack and his previous utterances will either not come to fruition ( ie product launches -2024 wasn't it? ) or their forecasts not achieve anywhere close to previously disclosed to SOH and released by opti

mol

Https://www.youtube.com/watch?v=VQYlrpfX-cs

3,421 views 17 Feb 2025

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mol

Just thought I'do a summary of releases

Optibiotix

SBTX Holding

090317 49794190 at launch

230819 48088569

011119 45888569

310320 42638569

290520 38138569

170321 36138569

121121 32502206

050123 32402206

260723 27190639

221123 25740639

120324 24940639

101224 21884389

as further recent large sales at sbtx and we're the suspect - which actually wouldn't surprise me but would be extremely disappointing at sbtx sp at moment and if the case i would rather a further share issue - but perhaps that's not possible given our disppointing everything since last raise

eg 500000 sbtx sell to raise £90k 14 Feb 25

mol

Back to May 24 presentation which mentioned same

and this

https://www.linkedin.com/posts/stephen-ohara-19862a11_hi-we-are-pleased-to-announce-the-launch-activity-7238179311709540352-S3hJ

Founder and Chief Executive of OptiBiotix Health plc

5mo

Hi,

We are pleased to announce the launch of low fat SlimBiome icecream in Asia. This is a new innovation from our partners Colorindo in Indonesia and brings prebiotic and SlimBiome functionality into what is generally seen as an unhealthy treat. By reducing fat content and adding prebiotic SlimBiome Colorindo have created a tasty and healthy snack - ideal for hot humid regions or a healthy summer snack. We will be sharing the opportunity with dairy companies and major icecream manufacturers around the world.

whilst we are noted as a principal on home page

https://www.colorindochemtra.com/index.php

a search of products by principal finds no products - mind a search by any principal finds no products!

https://www.colorindochemtra.com/index.php/product/show?q=industry&11

not overly impressed by their website and also, though perhaps I'm doing something wrong, but I can't find an ice cream product related to the above in any google search so far

i should probably just stop doodling this afterrnoon

but just sometimes can't help it

mol

Been a while since i last looked

https://www.amazon.co.uk/dp/B0CDX99KCT?psc=1&sp_csd=d2lkZ2V0TmFtZT1zcF9kZXRhaWw

https://www.amazon.co.uk/Slimbiome-Prebiotic-Nutritional-Supplement-Management/dp/B0BWR1TKP3

https://www.amazon.co.uk/dp/B0CYSS81HT?psc=1&sp_csd=d2lkZ2V0TmFtZT1zcF9kZXRhaWw

mol

Haven't heard of either - just doodling and stumbled across

https://www.nesta.org.uk/healthy-life/

https://www.nesta.org.uk/project-updates/ambrosia-bio-enabling-cost-effective-sugar-alternatives/

https://media.nesta.org.uk/documents/Nesta_Annual_Report_2023-24.pdf

just a bit of info

mol

So now in full commercialization uh we are still expecting revenues before the end of this calendar year from croda and

I have confirmation from them that that is still going to happen um we are expecting you know revenues to to

continue right through uh to the launch and then the LA the official launch is in April 2025 they do this on a global

stage they're very very guarded indeed about the mode of action claims about the results of the clinicals but also

about the rollout plan um I am privy to it I have seen it um we have reached commercial terms I'd like I'd like to now underpin and put some some some doubts to rest the the um the revenues on this are double digit percentage revenues on global sales the Ted element of this is is neither here or there it is it does doesn't move the dial hardly at all it is not even worth mentioning it is based on global pricing based on on price sensitivities in Market there are some volume numbers in there the agreement you know as we've said all along we announced this in 2019 we were looking for an agreement in perpetuity this is not a five-year agreement or a 10 year agreement there are jump out clauses I can't go into them I am

literally locked into to a confidentiality agreement so I need to be very careful what questions I answer on that and what informations I Ivey to it to the market or convey to the market needless to say we would be absolute fools to try and push information out of coder they are World experts in launching products of this nature they are The Architects behind mat rixel 3000 which is at Circa 400 million euro a year product range um this is seen as as as you know as as a very big potential product the aspirations of everyone involved in the project are very very high you know everyone's very very pleased and delighted with the progress that we've made thus far unfortunately I'm we're all going to have to wait um as I say the the the launch plan that we've seen has allowed us to make the statement that we believe that with with with that income coming in we will no longer need to go to the market to raise money for working capital um let me just put another uh

another rumor to bed um there's been a lot of focus on the word gradual that was used in the last RNs that that um

income would be gradual you know I think people are focusing on single words and trying to see shadows in the dark where there are none um we use that word because we are not expecting to receive 25 million pounds worth of passive income in year one it's obviously going to build up and 13:43

build up we are certainly not expecting to receive 225,000 worth of Revenue in year one I cannot talk about specific

numbers but I think people need to stop focusing on the word gradual it does not mean it will trickle you know and

Trickle these people know they're doing

i know what he said in a presentation and also what was released in our outlook

at least i post the transcript

mol

Https://www.youtube.com/watch?v=FXxKQY5ofho

please copy the transcript in which he confirmed same

and then i'll wonder why only 6 days later croda not only confrmed their forecast sales but paid royalties on same to us

mol

04 dec 2024

and full year 2024 accounts

Current trading and outlook

The profile of the Group has changed completely this year, and next year's FY25 results will better reflect this with bolstered sales from the in-house strategic pillars with revenues from AxisBiotix-PS sales and the introduction of Croda royalties, and also 12 months of Dermatonics' and nine months of Bio-Tech Solutions' contributions.

Now that commercialisation by Croda of SkinBiotix has begun, revenues are expected to start gradually. Croda is currently estimating future sales, but due to the highly confidential nature of its business and market, shareholders will only see the impact of these upon the Group's financial results at interims and full year, however, the Directors believe the potential enhanced commercial opportunities could be considerable.

In FY2023, the majority of the Group's focus was on growing sales of AxisBiotix-PS™ in the UK and starting to push into new European territories, beginning with Spain. As stated in the trading update in July 2024, revenues of AxisBiotix-Ps are forecasted to be £400k (2024: £248k) reflecting the increase in expansion into Europe, as well as the USA through the partnership with World Products. The Group may have had limited resources to launch a product itself, however Management has been pleased with the loyalty and the very positive testimonials it continues to receive. The team also looks forward to expanding the AxisBiotix product portfolio with the launch of an acne product, following the positive consumer study.

For the two new additions to the SBTX Group, Dermatonics revenue forecast is expected to be £2.91m (2024: £1.90m), and EBITDA at £0.7m (2024: £420k), with growth across all revenue streams in the business, as well as the uplift following the Umesh Modi partnership announced earlier in 2024.

The Group will also have revenues from Bio-Tech Solutions of £2m for the period October 2024 to June 2025. On an annualised basis, this reflects revenue of £3m for the 12 months to June 2025. EBITDA is expected to come in at £0.45m.

In summary, with a firmer financial footing with respect to cash, a scaled up Group infrastructure, SkinBioTherapeutics is in a much stronger position for making new consolidating acquisitions and for negotiations with potential industry partners.

Note ---- as at 4 dec 2024 croda is currently estimating future sales

so with respect to aquae and an albeit perhaps disingenuous note after our chairman and ceo comments in year end 30 june 2024 accounts

the above actually backs up my previous post and there will be no revenue/royalties/cash received to 31 Dec 2024

mol

And the difference between our company blog on probiotix health website and an rns on the investor section

https://probiotixhealth.com/probiotix-health-celebrates-robust-growth-and-global-expansion-in-milestone-year/

https://probiotixhealth-ir.com/news/archive/2025/230125

we also now have a photo of Steen's mate and recent non-exec directorappointment

https://probiotixhealth-ir.com/corporate/the-board

mol

We wouldn't be invoicing croda for royalties in advance, nor at all probably, because we haven't any control over croda's sales and hence our royalty payment due on same.

Upon receipt of royalties due from croda we may raise an internal invoice for VAT purposes but so as far as we are concerned we would recognise the royalty revenue when cash actually received - how frequently croda would account to us for royalties would presumably be down to whatever is in agreement - but i would suggest probably quarterly and received two months later

ie Croda sales Jan- Mar we receive payment end of May etc

We may of course enquire of croda how sales are going during the course of each year

mol

Which hopefully won't be before SA can give us an update

mol

The only species ever that is going to become the architect of their own extinction with unfortunately who knows how many other species and plants along the way - unless that meteorite, that has been in the news recently, does a dinosaur extinction on us and of course a whole lot more, but allows after a time, a rebirth of life forms until that old sun gives up

mol

OptiBiotix Health Plc

2,122 followers

9h

We are trusted by our global partners for advanced prebiotic ingredients and formulations. With our deep scientific expertise, research, and commitment to advancing science, we provide superior health solutions that target the microbiome for a healthier, more balanced gut.

Our formulations, grounded in the latest scientific advancements, meet the highest industry standards and regulations and also meet the growing demand for gut health and wellness.

Collaborating closely with our partners, we offer unique prebiotic solutions that align with a brand’s vision, helping you stay ahead in the competitive market.

mol

Only two reviews on website to date

https://lightlife360.in/products/lightlife-pre-meal-nutrition-mix-1?variant=45854033346780

with not many more reviews here on the various offerings

https://www.amazon.in/s?k=dr%20morepen%20lightlife

mol

Are having a Valentine's day promotion (albeit they note sale) of get up to 25% off

https://lightlife360.in/

mol

Transcript more or less

29:54

of course there's a OTC and there's a Pharma and the OTC we have a beautiful light news we had launched a product light life which is for the weight management and it's a big category 23 billion category we have the two products here one is a pre-meal drink which is like a sachet you just take half an hour before the meal and then there's a meal on the go so on the go meal is like a full meal it's like more like a protein shake chocolate flavored and cookies flavored so that you can take in the evening so that if you want to miss the dinner or you have been traveling and not able to eat around so you take that product so that makes your tummy full so you you won’t be doing a extra snacking so here friends the advantage and uniqueness of this product is that the ingredients are patented so there's slim biome from UK so who has a patented formula who have have been supplying and they have given us this technology patented technology so we are adding that patented powder so that helps in uh weight reduction so then another is formulation from the intellic cap is again a patented technology for the probiotic so there's a patented probiotic which takes care of your gut health and there's a patented weight loss formula so these coupled together so this is a good success and it was launch just in December so next quarter we'll update you with the numbers also that how is the response so mostly in the new in the new year period people make these so-call fancy resolutions but uh it's known that most of the weight loss exercises happen in the summer period so when people are more free to relax to exercise and jogging and walk and running so we we'll come to you about the responsibe product so Farak Khan has been retained as a brand ambassador and she's doing a great job

https://www.youtube.com/watch?v=UU_9ZX6nk5c

mol

Back to launch

and that's our own Taru Jain I believe on panel at launch

https://www.instagram.com/dietnaree/reel/DDhXSZZzEIG/

and poster Aarzoo Sethi

https://www.instagram.com/dietnaree/

just a bit of info but as Stephen noted wouldn't have happened without our Indian subsidiary and Taru

mol