Member Info for MrHumble

If you are all so dedicated to x outcome, yet also see the 'time intensive' risk etc, not sure why most dont then just split time and cost risk over opti and sbtx? 50:50

Be a right fecker to sit here and watch that other one give, what ultimately should then be free stock here of todays holding, at least - hence no care about time, in holding.

Not advice of course. i cant give that on the 13th July 2025.

But a ponder surely, for the 1 or 2 real PIs here

Gaps are a vital part of the process. Well, OPTI has had a prolonged gap while selling down here. SBTX needs a gap after those 3 months lol

See y'all on the right side

GLA

Timing manipulation: Creating "plausible" gaps between actions (selling to create distress, then later "rescuing") can make coordination appear coincidental.

However, being a different company, a lot of dynamics are missing - the spikes pre raise - the sell downs, the lack of TR1s on a 10% dilution etc. It may be the same dealers, using proxy's for the sell offs of the raise. Only theory though, needless to say

They have a weird way of looking at things, example:

For a large holder with, say, 10 million shares at 9p average cost (£900,000 invested), participating in a 10% placing would mean subscribing for an additional 1 million shares at 17p (£170,000 additional investment). Their total position becomes 11 million shares for £1.07 million total investment, but the company treasury has paid them £170,000 for shares that cost them, in effect, £90,000 to replace from their original holding.

I found this part of an article but it's a different company because the II's were known

The Placing: The Final Extraction

When the company announced its placing and subscription at 17p per share on June 24, 2025, it completed a multi-stage value extraction that had been years in the making. The company would issue new shares equivalent to approximately 10% dilution, ostensibly bringing in fresh capital for growth and working capital purposes.

However, the critical detail that transforms this from a routine capital raise into the final act of a long-running scheme is the identity of the placing participants. The evidence suggests that the existing large shareholders—those same investors who had engineered the earlier distress and accumulated at 8-10p—were again the primary subscribers to the placing.

This creates the same perverse dynamic they had perfected in earlier rounds: the controllers of the company extract cash from the company treasury while simultaneously increasing their equity holdings. They had refined their technique from the earlier distressed fundraisings, now able to realize profits on their 8-10p holdings without actually selling them.

The pattern was consistent: create crisis, create hope, provide solution, extract maximum value, repeat.

The Mathematics of the Scheme

The financial mechanics reveal the elegant simplicity of the scheme:

They will probably get spun out

I assume the 4M raised is not another NDA format but I cant the II's involved. Hopefully not the usual AIM gangs so does anyone know? Id subscribe to services to find out, but I am already guessing Warren Buffet may be involved. Anyone else?

If they get caught in headlights with no idea to dump prior etc, its hells bells.

Gerbils? 'oh its a good thing i got mugged. I will buy more so they can do it again'

Staggering when you think about it

All the cash raises, bonds, BS about numbers etc.

And the one time one of the trilogy circle did really not know about a raise? Were threatening court action etc

That sort of sums up what you must accept, and what others wont, imo

Ref: OPTI PBX

You know what happens when they get caught out right? lol

I am truly shocked, a CEO can pull a stunt of setting croda number expectations into a spike selling spree to make the raise free. (Should be the case - normally is). Deliver dilution numbers only. And yet somehow have the confidence of a few. It's truly beyond belief.

And you know, that takes backer backing - all of it. Unless you thought they were shocked too, but pay him to stay anyway?

Or they will all vote him out then? Got caught with the gerbils?

'IMHO the big boys know they can probably double their money when Croda's low ball offer arrives. I don't believe for one minute that they are here for the long run.'

I reckon they can double it off the 10p average, with only the expectation of numbers and offers , required. In fact, they more than doubled a lot of it already.

As for brierwoods 'latest backing', id bet it did not cost 2 pence net. For this assumption, I am simply assuming he is smart, and not a dim gerb.

The Board here? Well, a time-served assurance, guys - 'they have your backs'

Or maybe it's shirts. Not sure

Have a great time all and remember: The truth is out there - behind paywalls and in other places of great repute

Mr Humble

PS may be another raise or bonds at OPTI. Not sure. But thats ok at those prices. So dont worry about it.

You do have 'de-risks' for OPTI

This cash cow is nearly done. And tbf, they waited for that to be the case, plus own share price heading to single digit. I like unplanned coincidences.

Guys, it's OPTI time baby.

'The dark side are already there'

Enjoy

Peace to all gerbils

IF, and I cant say its due , but IF, you get a spike prior to OPTI blags? Well thats OPTI cashing out in full, to focus on own ship

That's where the ISA money is going to be, pretty soon, for most retail imo.

On this premise, I am not going to waste my time on monitoring a pre spike moment at any lower price.

Fact is (remove optics like the paper cash raise price) , the boys should be able to make here, even at 10p. They can carry months of wait, profitably. Whilst rotating into OPTI (can buy back here again after that blag if they want 6 or 18 months later)

I shall focus on OPTI in the coming weeks, as i suspect they have instructed SBTX to now know even less, stay quiet, and dinghy over the gerbils at the required time.

See you all on the O Hara miraculous recovery, even though most of us will still know nothing there too

GLA

This is the problem with a spike on a release so soon. And may be the reason opti must rally a few months first.

All that has happened, and to spike it in such a short time soon after? Would be awful optics. Now, i know optics are generally irrelevant. As known of you matter. But they are still needed slightly for future offloads.

This typically takes time, to rebuild trust via media etc, into your next slaughter haha

So what do know?

Well, if that ain't obvious, you will always know nothing

GLA