Member Info for mol42

Just thought I would follow up on this

https://www.optibiotix-ir.com/content/news/archive/2021/15-12-21

which as we know took to Oct 22 and a launch in 2023

https://www.optibiotix-ir.com/content/news/archive/2022/241022

and in sep 2023

improved sales performance in H1 2023 by Apollo Pharmacies (up 500%) in India and Nahdi Medical (up 30%) in Saudi Arabia following more active account management. These increased sales are not reflected in H1 but impact on restocking requirements in H2 2023

https://www.nahdionline.com/en/healthy-food/meal-replacement?manufacturer=Gofigure

https://www.nahdionline.com/en/?q=slimbiome

think we can assume that this agreement isn't going to add a lot to our revenue - 2023 audited results coming soon

and as a reminder

https://gofigurediet.com/shop-saudi-arabia-coming-soon/

https://gofigurediet.com/shop-india/

and the shots at least do appear at

https://www.apollopharmacy.in/otc/gofigure-shot-mixed-flav-sachet-30g-2-s

albeit not that easy to find mind that was probably because i blocked my location

mol

Totally disagree - he presumably advised but is not on the BOD

There are only two executive Directors - as this BB is well aware

mol

Together with presumably Manprit

and of course Chris - which i'll remind this BB you heard it here first from me (blow trumpet, music, angels et al)

https://uk.linkedin.com/in/chris-stebbings-82484043?original_referer=https%3A%2F%2Fwww.google.com%2F

25 January 2024

Stuart Ashman, CEO of SkinBioTherapeutics Plc, said:

"Announcement of this new financing facility and our first drawdown marks the first step in our acquisition strategy as laid out in our FY results last year. We are delighted by the confidence Macquarie Group and CLG Capital have shown in us and look forward to working with them closely going forward. The £5.0 million convertible bond facility complements our fundraise in November and enables us to drive forward with our planned acquisitions. Dermatonics is an established topical and dermatological company in the skincare/woundcare space, which is immediately accretive financially and operationally, and provides new channels for our own products and brings new skills and resource to the team."

28 Feb 2024

Alternative financing options

To date, the Company has drawn a total of £1,600,000 under the Facility. The Board of SkinBioTherapeutics has today provided formal notice to CLG Capital LLC (CLG) (and by proxy Macquarie) that it will not utilise the reminder of the £5m Facility. The Board is in negotiations with the noteholders to discuss timing and rate of conversion and subsequent selling of stock.

Stuart Ashman, CEO of SkinBioTherapeutics said: "We met the CLG team today and have come to an amicable agreement around the Facility and next steps. We believe this is the right decision for the Company. In the meantime, we are very busy integrating the recently acquired Dermatonics, the accelerated Modi/Dermatonics product launch in the Asia, Middle East and Africa regions, and completing the participant study for the acne programme which has generated very positive interim results. We anticipate further updates in the coming weeks in the lead up to the HY results in March."

22 March 2024

The CEO and CFO have volunteered to take a backdated 20% reduction in their respective remuneration with effect from 1 January 2024.

Volunteered ? lol

mind nowhere near enough

just a reminder of the continuing errors made by SA and MR throughout their tenure since appointment to our BOD - mind the convertible bond facility and its back tracking within c 4 weeks must rank as one of the most shambolic decisions made by any BOD on aim in recent years

mol

The CEO and CFO have volunteered to take a backdated 20% reduction in their respective remuneration with effect from 1 January 2024.

With only 1 week to go until Probiota Americas 2024, the leading microbiome industry event, our team is getting ready to head out to Salt Lake City, Utah, and connect with leading experts from around the world.

This year, as a proud gold sponsor at the event, the ProBiotix team will be present with a stand for you to discuss more on how we are leading the way in probiotic research and product solutions for cardiometabolic health. Samples of the new innovative InstaMelt stick formulation will also be available to try and take away.

We'll also be presenting our innovative application concepts for LPLDL®, our award-winning probiotic strain for cardiometabolic health. Don't forget to drop by and say hello to the team.

and there we are

https://probiotaamericas.com/live/en/page/partners

mol

You can all decide who knows where we're going and where we've been

Well, we know where we're goin'

But we don't know where we've been

And we know what we're knowin'

But we can't say what we've seen

And we're not little children

And we know what we want

And the future is certain

Give us time to work it out

We're on a road to nowhere

Come on inside

Takin' that ride to nowhere

We'll take that ride

I'm feelin' okay this mornin'

And you know

We're on a road to paradise

Here we go, here we go

But it's growing day by day

And it's all right, baby it's all right

Would you like to come along?

And you could help me sing this song

And it's all right, baby it's all right

They can tell you what to do

But they'll make a fool of you

tick tock

mol

Https://www.youtube.com/watch?v=LQiOA7euaYA

let's hope not

mind

lets keep the family salaries going boys

mol

There have been other prior rnses but i'll just remind this bb re the most recent

https://www.optibiotix-ir.com/content/news/archive/2023/231023

https://www.optibiotix-ir.com/content/news/archive/2024/130324

he mentioned tata in his most recent presentation - albeit nowt to do with the rns of 23 oct which perhaps is now going nowhere?

mol

Twas this one

https://www.colonial.com.uy/productos/categoria/yogur/con-probi%C3%B3ticos

and still on home page

https://www.colonial.com.uy/

mol

mol

mol

Https://senecavct.co.uk/wp-content/uploads/2024/03/Seneca-VCT-Investor-Presentation-May-2024-FINAL.pdf

Optibiotix

£336k B share pool investment alongside £214k Seneca EIS investment

AIM quoted investments

Reinvestment following a successful full exit in 2023 from

the B share pool – £378k at a 1.4x return

mol

New opti?

lol

more or less same as old /existing opti imo

mol

I don't think it includes the recharge as revenue for 2022 didn't

albeit this note isn't that clear - note 13

During the period 1 January 2022 to 31 March 2022 Optibiotix Health PLC loaned Probiotix Limited £150,000, to finance working capital costs in the period up to the listing of Probiotix Health Group plc. During the year £203,835 was repaid. The balance due to Probiotix Limited at 31 December 2022 of £10,137 (2021 owing: £53,835) was repaid post year end. There was no interest charged during the year.

During the year Optibiotix Health PLC loaned Optibiotix Limited £1,220,000 to finance working capital costs. Optibiotix Limited recharged Optibiotix Health PLC £373,426 for salary costs. The balance at the year end of £846,574 (2021, £931,903) was cancelled.

There was no interest charged during the year. This does not impact on the consolidated Group accounts.

During the year Optibiotix Limited recharged Probiotix Health Plc £23,139 for directors’ fees. Optibiotix Limited received a recharge from Probiotix Health Plc for admin costs of £148. The balance at the year end of £22,991 was received after the year end. There was no interest charged during the year.

During the year Optibiotix Limited transactions with Probiotix Limited were as follows:

• £440,663 for salaries and administration costs;

• £60,676 income received on behalf of Probiotix limited; and

• £544,177 repayments received.

There was no interest charged during the year. The remaining balance of £30,146 was received after the year end.

hopefully 2023 will be clearer with g myers on board - though no doubt he had input into slides - and there has been some confusion over those - my belief in him has taken a slight hit albeit only slight until 2023 accounts release

for further info see notes 4 and 18 in undernoted

https://probiotixhealth-ir.com/docs/probiotixhealthlibraries/archive/reports/ar2022.pdf

mol

Https://www.aquis.eu/companies/PXS.GB/trades

mol

A bit more

https://probiotixhealth.com/free-product-trial-vitafoods/

mol

In fact all product info flyers updated May 2024 - see product info

https://probiotixhealth.com/products/

mol

mol

Flyer uploaded May 2024

https://probiotixhealth.com/wp-content/uploads/2024/05/YourBiotix-InstaMelt-For-Cholesterol-Health-1.pdf

mol

Catherine O'Neill

Applied Feb 22

Published Apr 24

https://patents.justia.com/patent/20240131089#history

not assigned as yet to skin apparently

others

https://patents.justia.com/inventor/catherine-o-neill

mol

Apologies slide c 35 mins gives forecast

mol

C6 hrs ago

We are delighted to have recently signed a new partnership agreement with Morepen for SlimBiome®!

‘We are pleased to announce this agreement with Morepen, a well-known and trusted supplier to pharmacies, physicians, and retail customers across India.

Morepen brings an extensive sales team with experience of highly differentiated scientific products and countrywide access to a network of around 500,000 pharmacies across India.

Based on current forecasts, the Directors anticipate this agreement could contribute in the region of £6-7 million revenue per annum in the next four to five years.’ – Stephen O’Hara, CEO of OptiBiotix

Let's wait and see what it actually generates in 2nd half 2024 and 1st half 2025 - mind we won't know former until probably this time next year (no rodders pun intended) and the latter probably not until full year 2025 disclosed ie circa may 2026

unless of course an indication given prior

i'm sure the forecasts didn't start from 4-5 years time

mol

And well below c 1.75m forecast from may 2023 slides

mol

If so aquae considering

Strong first half of trading with sales of £351k (2022: £119k), a 195% increase over H1 2022. Given H1 2022 included £19.5k from Probiotic sales up to March 30 2022, the 'like for like' increase is 251%. 85% of this sales income was received in Q2 2023

and

“The aim for the second half of the year is to maintain our focus on managing costs, growing sales and closing out ongoing discussions with a number of larger partners across first and second-generation products to ensure a return on investment from the expansion of our commercial and business development teams. We are particularly excited about our second-generation products approaching commercialisation given their uniqueness in the marketplace. Our sweet prebiotic fibres, called SweetBiotix® create the opportunity to replace unhealthy calorific and cariogenic sugars with healthy fibres in a wide range of food and beverage products. With growing health concerns over traditional sugars and sweeteners, the commercialisation of SweetBiotix® meets a large global market need. After many years of hard work we are equally pleased at the significant progress we have made in 2023 in the manufacturing scale up our microbiome modulators which selectively enhance the growth rate of specific types of bacteria and create the potential for targeted treatment of a range of human diseases. We believe these unique products, individually and collectively, offer shareholders the potential for a significant enhancement in the value of the Company.

very disappointing outturn for 2023

albeit unfortunately i don't think your forecast figure is too far out

i really hope we are both wrong - not long to wait

mol