Member Info for Nig1954

As previously mentioned,the NHS directly approached Optibiotix through the Hull University Teaching Hospitals NHS Trust to set up a double-blind placebo controlled clinical trial. The primary motivation is to explore microbiome-focussed surgical optimisation to lower hospital operation costs and improve patient recovery.

Surgical procedures, particularly cardiac operations, drastically decrease a patient’s gut microbial diversity and abundance, which is heavily linked to prolonged hospital stays . The NHS wants to see if six weeks of pre-operative consumption of the Wellbiome supplement can counteract this effect.

The trial evaluates if enriching the gut microbiome before surgery lowers the incidence of common, costly post-surgical complications.

If the pilot proves successful the NHS intends to use the data to potentially transition Wellbiome into an official institutional “standard of care “ across its surgical departments. While the actual test cohort only includes heart patients , the implications are meant to reach across the entire hospital system .

The NHS intends to roll out the protocol to other major surgical departments where long recovery times cost the health service an awful lot of money. So the potential upside if this trial if successful will be huge for Optibiotix. A successful outcome will transition this from an OTC consumer product into a clinically prescribed hospital requirement, unlocking multi-million-pound bulk supply contracts across numerous NHS hospitals.

It would also enable Optibiotix to pitch Wellbiome to international private healthcare groups and insurance providers in highly lucrative markets like the US and Asia.

The clinical trial began on 9th April and is scheduled to reach completion in October . The pilot hold immense upside but as investors we also have to appreciate there is a binary risk . If the data fails to show a significant reduction in ICU stays or complications it will likely remain a slow-moving volume gut health brand.

However, looking on the bright side the pilot study could transform Wellbiome into a highly profitable driver by transitioning it from a slow-moving retail supplement into an institutional “standard of care “. If the data proves that it reduces hospital stays, the impact on the bottom line would be significant.

Currently it isn’t moving the revenue dial but if we can sell directly into a state-funded healthcare system via centralised procurement lists then we can fulfill high-volume institutional contracts that yield exceptionally clean operating profits.

The NHS is internationally recognised for its rigorous health economic vetting . Proving a product saves money for the NHS acts as an immediate regulatory and commercial catalyst.

Optibiotix could immediately duplicate this model to tap into massive healthcare networks across North America and Asia where the company is already generating most of its top-line group revenue . This clinical backing could be leveraged immediately to secure lucrative distribution and licensing agreements with global healthcare networks and private hospital groups.

I’m aware of several individuals who began a course of Wellbiome supplements 6/8 weeks before their operations and everyone to a man believes it helped with their post-operative care as nobody experienced complications or extended delays in hospital and all said they could tell the improvement in their general gut condition

This will shift IoT/AI-driven container tracking from a novelty to a critical, standardised operational requirement and later in 2026, IoT-enabled tracking is set to become foundational for predictive logistics, with smart container fleets predicted to expand heavily to ensure visibility, security, and efficiency in response to global supply chain pressures.

AI and IoT will move to forecasting arrivals and identifying bottlenecks before they occur with connected containers ensuring cargo security and condition monitoring (eg temperature) throughout the journey.

This plan will accelerate the shift to AI that takes autonomous action, such as re-routing or running optimisation models based on live IoT feeds- which will require optimal connectivity features.

It will also force faster adoption of secure IoT-devices and blockchain-driven data verification, mitigating risks from increasingly interconnected systems. This will also drive the need for for faster decision-making at the "Edge" using IoT and AI to process data on ships and in terminals, reducing reliance on slow cloud connectivity.

By the end of 2026 these technologies are expected to be fully integrated into daily logistics operations, making them absolutely essential for creating a responsive , secure and data-driven maritime sector.

The US has high strategic trust in Israeli technology, particularly in defence, cybersecurity and AI, treating them as a key innovation partner to maintain technological advantages. Major US tech firms have established major research centres in Israel and rely on Israel tech engineers . They also have a deepening relationship on AI with the implicit aim of alignment on technological security issues.

Basically everything that t42 has been waiting for is now coming together and if their technology "is the best in class", as maintained, then there'll be absolutely no excuses for failing to capitalise on the opportunities this movement will bring. There will be others competing with them for this business notably, Orbcomm and Windward. AI, amongst others. but it's now down to t42 to demonstrate that they have technological superiority in this particular field.

The US has recently released its 2026 Maritime Action Plan which is a comprehensive strategy aimed at restoring US maritime dominance by boosting domestic shipbuilding creating a Strategic Commercial Fleet (SCF) and imposing fees on foreign built vessels - the policy rationale is that as foreign-built vessels benefit from US market access, they should contribute to the revitalisation of US maritime capabilities.

It directly impacts IoT/AI by prioritising autonomous maritime systems, advanced, AI-driven shipyard technology and integrated logistical data. The creation of an SCF is intended to reduce reliance on foreign shipping and strengthen supply chain resilience. They're aiming to establish 100 zones offering incentives for investment in shipyards, and specifically in modern technologies and logistics.

This plan emphasises strengthening "RESILIENT LOGISTICS ARHITECTURE" favouring AI technologies that specifically improve tracking, security and efficiency in the supply chain which is expected to significantly increase the use of IoT sensors in cargo containers for automated tracking. As part of enhancing security , AI and IoT systems that offer real-time , transparent tracking of containers- specifically those in the new SCF- will become more critical.

This plan will act as a driver for upgrading tracking technology from passive monitoring to AI-predictive logistics, particularly as it pertains to US- flagged vessels and secure port infrastructure.

Https://www.linkedin.com/posts/aviran-sabag-cpa-b40a97147_london-stock-exchange-london-stock-exchange-activity-7437126915435577344-kbVF?utm_source=share&utm_medium=member_desktop&rcm=ACoAACUvjLwBUeM5bCla9eSuHGOalpApNXxDK50

I couldn't make this years AGM but am told it was relatively upbeat despite very little being revealed.

Apparently we're expecting improved Revenues and GP margins and may even turn EBITDA+ which would be extremely welcoming.

Uri was pressed about our resilience following the AWS outage and whether our competitors could replicate what we did in order to remain operational. Uri maintains it would take 2/3 years for a competitor to replicate because that capability is engineered into our platform and isn't something that could be done overnight. This forms part of the technological advantage our products have which in Management's view would take a third party 2/3 years to catch-up but in the meantime we may have moved further ahead.

Some parties thought it was suggested we may get an update in early February. I wouldn't bet on that but would be extremely pleased if this comes to fruition.

So following the 2025 Interims, the headlines are revenue is growing, gross margins are improving, and adjusted EBITDA may have flipped positive. There is also a sizeable post-period contract that pays upfront – exactly what you want to see in a hardware-plus-SaaS business.

Management says it is on track for at least 200% year-over-year growth in Lokies revenues. Hardware sales today plant the seeds for higher-margin software tomorrow, because each deployed device drives ongoing SaaS subscriptions and that change in mix is already visible with hopefully SaaS doing the heavy lifting on margins. Additional improvement in gross profit margins would be the tailwind towards profitability.

The upfront payment on the Contguard contract is most welcome with some Revenue landing in 2025 and the majority in 2026 but that's excellent for cashflow and reduces execution risk.

There are tighter protections for lenders and hitting those monthly payments is important. On the + side one of the loans is already being repaid in instalments. According to their cash flow forecasts Management believes that with the benefit of production efficiencies, customer purchase agreements and the loan extensions that it can meet its obligations.

However, the two CLNs are convertible into up to 117.1 million shares as at 30 June 2025. That is a significant source of potential dilution if converted.

In Ecuador, integration has been completed and initial vehicles are connected. Management expects deployments to have increased in H2/25 whilst in Mexico,– roughly half of the contract has been executed, with the remainder currently on hold. No timeline disclosed.

There are more products to broaden the addressable market and improve the SaaS opportunity whilst diversifying away from any single device line.

Overall, the business is beginning to show signs of slowly moving in the right direction on sales, margins and profitability measures, albeit from a constrained balance sheet. If t42 converts its sales pipeline and keeps costs tight, the operational progress could start to outpace

My comment pertaining to cash reserves was aimed at the costs associated with fulfilling a large order. The situation pertaining to Contguard is different because it is a member of the Ewave Group. An external party is not likely to be as generous with their payment terms so its likely we would need some form of financial assistance.

Having said that it shouldn't be too difficult to raise the necessary funds on reasonable pricing terms if it's a guaranteed order which has stipulated delivery terms.

I'm not aware that any specified chartist has issued a prediction about the performance of t42 in 2026 as I haven't seen any widely publicised forecast by a major financial analyst or firm. There's a lot of speculative discussions on share forums which suggests that the general sentiment is positive and that 2026 could shape up to be a strong year due to business improvements and new contracts and that it appears to be getting its finances in order.

However, technical analysts really struggle to accurately predict share price movements in AIM companies due to the specific structural characteristics of AIM. Many companies have low trading volumes making it extremely difficult to buy or sell large positions without significantly affecting the the price. Low liquidity means that price movements are often erratic driven by a few large trades or individual investors rather than broad market psychology.

There is often less media and analysis coverage which means information isn't widely disseminated or "priced in" efficiently which leads to sudden news driven price swings that no chart pattern could predict.

Share prices of small companies are usually linked to single significant events such as a major contract win which happen without warning and can cause huge one-off price movements that defy historical patterns. Prices are also more susceptible to manipulation and the lack of sufficient reliable historical data means its almost impossible impossible to form robust technical analysis which weighs heavily on past price action.

Strong fundamentals are what drives the price of companies similar to t42 and these focus on the intrinsic value, financial health and management quality of the underlying company. Management have been making a lot of optimistic noises since the rebranding but nothing fundamental will change until they announce a major breakthrough with an award winning contract gain which will significantly improve the company's finances. t42 doesn't hold surplus cash so its scope is limited unless it can draw upon support from other financial benefactors but this will come at a price, possibly share dilution, or some of the financial rewards being diverted elsewhere.

Their products seem to be held in high regard and they proved their resilience during the recent AWS outage when many of their competitors struggled. I like the architectural design of their products and clearly a lot of thought and careful long term planning has gone into this which means they're less prone to suffering from unforeseen events which cripple many of their close competitors. For the moment they haven't managed to break through the ceiling despite all of the optimism generated several years ago with talks of multi-million dollars contracts in LatAm.

The fact they've managed to survive for so long in such a cut throat environment is some form of testament to their resilience but all of that optimism needs to be turned into something more tangible.

We'll see what the AGM brings along in 2 days time. Personally I'm looking for some clarity and realism as it's been deafeningly quiet this year with no discernible indication of anymore contract wins other than Contguard. An up-to-date assessment of the contracts announced in 2023 and 2024 would be most welcome. I'm hoping that H2/25 performance will reflect that when the Y/E accounting position is revealed.

An update would also be welcome in relation to the development of our revolutionary innovative new product solution for the refrigerated air cargo supply chain. Hopefully this will represent a paradigm shift for the air cargo industry providing unprecedented control, efficiency and profitability, as previously promised. Two and a half years and still waiting on that score.

There were also those series of mysterious tweets back in April/ May 2025 which supposedly signalled some imminent good news which doesn't yet appear to have materialised. An indication of the progress would be appreciated.

Finally resilience of t42's products was proven in the recent AWS outage which apparently made the Industry sit up and take note. Are there any signs that this will translate into larger and more profitable contracts for the company.

I appreciate all of that but this morning's announcement regarding lattes and milkshakes being brought within the sugar levy tax and lowering the sugar content threshold at which the tax applies may begin to change the whole landscape.

Rumours abound that Reeves intends to increase sugar tax in this weeks budget to cover her spending gap. If that proves to be true then Optbiotix may benefit as there will be a stronger commercial incentive for food and beverage manufacturers to use sugar alternatives.

Optibiotix previously noted an interest when sugar tax was first mooted but this dissipated when manufacturers realised it didn't merit the commercial cost of reformatting their formulas. However, it may now become a more economically viable and desirable option for the industry.

Expansion of the Soft Drinks Industry Levy to include milk based sugary drinks could alter prices and industry dynamics. the planned change isn't being implemented until April 2027 to allow manufacturers a window to adjust recipes or review their product portfolios.

the tax currently stands at 18p/litre and they propose increasing it to 24p/litre for drinks with higher sugar concentrations and the drinks industry says this tightening of tax policy will undermine years of investment in reformulation. the industry maintains the extended levy will add significant costs and increase retail prices by as much as 5%.

the proposed changes if implemented could have a far greater impact this time and Sweetbiotix may become one of the principal beneficiaries.

Https://x.com/uri2x/status/1980550958217367694

The huge importance of this development, as explained by Uri, means that we should have a competitive advantage over many of our direct competitors who will not have built this type of resilience into their online platforms and this gives us a unique cutting edge

This aspect needs to be strongly promoted as it’s an extremely important feature and should give more credibility to the effectiveness of our suite of products and services

Https://x.com/t42iot/status/1980197450708127943?t=63VbLO3c0aFNEw6opwW5ZA&s=35

Their new owners will likely be investing the best part of 1 billion dollars into this space over the course of the next couple of years

This highlights the enormity of what we’re up against given our limited resources

Https://twitter.com/t42iot?s=11&t=n8BeHhhuqPpH4HrB7pWeBQ

It’s beginning to feel that gradually we’re getting towards where we want to be.

We just need to turn all that interest and those joint ventures/proofs of concept/pilot studies into firm orders and produce a set of financial results that has some bite to it.

It just shows how bad my memory is. After further research I realised that instead of being demoted Truss was promoted to the elevated position of Foreign Secretary in the 2021 cabinet reshuffle.

Everything went quiet after that but it's possible that her trade mission laid the foundation for the UK to establish strong trading links with Israel in the tech, digital and data sectors. Now that the UK is on the verge of adopting AI it's entirely possible that Israel's technological capabilities may be utilised to help the UK make that transition.

Irrespective of Trump's future actions the US is now advancing the deployment of AI power solutions and they're introducing predictive analytics and risk assessment in freight and customs management.

They're also beginning to use Integrated technologies and analytics to enhance maritime detection and improve their sensor network. Machine-assisted and AI-enhanced detection and tracking will allow for improved illicit vessel detection in areas with high volumes of legitimate trade and recreational water vessel traffic by increasing situational awareness and responsiveness to threats.

U.S. Customs and Border Protection (CBP) and trade businesses are leveraging AI to expedite and secure customs processes. CBP will use AI models to help screen cargo at ports of entry and detect anomalies or contraband in shipments. Non-intrusive inspection systems now include machine vision that scans X-ray images of containers to flag suspicious items. AI can highlight “regions of interest” in scanned cargo images and identify anomalies that merit closer inspection .

The aim is to reduce false positives and focusing officers attention on truly risky shipments. Another application is automated document analysis – natural language processing (NLP) systems that sift through customs declarations and shipping documents to find errors or inconsistencies that might indicate fraud.

The UK is also moving rapidly in this direction so it would be pleasing if Lokies were one of the solutions they're reviewing to help improve their internal security.

I'd be interested to know what happened in relation to those previous conversations with the UK government.

The discussions took place with Starcom Systems (T42's predecessor) back in 2020/2021 ( I think) at about the time the UK was introducing some new Customs Zones.

The talks had been ongoing for sometime, possibly dating back to 2018, which were initially in relation to Watchlock (a keyless lock)developed by Assa Abbloy but this was completely re-engineered by Starcom's software engineers and was re-introduced as the initial version of Lokies.

At the time there were strong rumours that the UK government were keenly interested and Liz Truss may have had some involvement in this as a member of BoJo's government when she was appointed Secretary of Trade for International Trade and President of the Board of Trade.

She had a meeting with Israel's Trade and Economics Minister (Orna Barbivai) ahead of an advanced free trade agreement between the two countries and were aimed at deepening trade ties between both countries but particularly in the tech, digital and data sectors

Truss had previously expressed the UK’s desire to boost trading relations with Israel at a meeting with ambassador to the UK Tzipi Hotovely in London in May 2021. It's no secret that she was regarded as very pro- Israel.

Something must have happened on that trip because I think she was demoted shortly afterwards. There was a strong rumour that she'd overstepped her mark which I presume meant that she was acting beyond the boundaries of her brief.

She met many small Israeli hi-tech companies whilst over there and was fully conversant with their technological capabilities which it was rumoured the UK were thinking of implementing.

Nothing further was ever said but the UK and Israel have extremely close ties in the hi-tech centre. I wouldn't therefore be in the least surprised if the UK were to announce the adoption of Israeli technology for the defence of our Customs and Borders.

I believe that Lokies and Tetis were the 2 Starcom products that were under discussion at that juncture. t42 are claiming that Lokies is the preferred choice of many governments for their Customs solutions. We already know that it's being used in Argentina, possibly Brazil and Bulgaria.

The UK government are definitely aware of t42's existence and of the capabilities of our software so there is an outside chance Lokies could be chosen for this task. If the company has the technical edge over their competitors which they still stand by according to their recent Trading Update then it's feasible there could be something in this. However, I don't know if we've got the financial clout to deliver a project of this size. If the government are prepared to be flexible in their pricing of such an agreement then anything's possible, especially if it's the preferred technical solution.

I've no idea who this is but would be ecstatic if it turned out to be Overhaul, one of our US customers. They're beginning to receive good reviews in the Track and Trace space and that would be a feather in our cap.

They've already got Lokies and possibly Tetis. Helios would be for the telemetry to cover their fleet and Kylos for the small packages so that they've got comprehensive cover across the entirety of their logistics operations.