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Slide 3 of the National H2 presentation, 'National H2 has exclusive rights for the patented technology in Australia, New Zealand, Papua New Guinea, Singapore and Malaysia'

IMO, you do not have exclusivity on that scale without a contract being in place with the technology source. Any such contract awarded to a UK quoted company would require the issuance of an RNS. We haven't had that so I would suggest patience/caution until such time as it is announced formally by PHE.

A great result though if it turns out to be true

I've met SOH on a few occasions albeit some years ago. I found him an arrogant individual and wouldn't have invested in Opti but for the technology which I'm still impressed with. I suspect that he takes a very rigid position, 'I founded the company and it's my way or no way!' What young, ambitious executive would tolerate having their ideas dashed? Not for long that's for sure.

.........no doubt none of them could stand working with SOH any longer than necessary. Amazing the high turnover of senior staff at Opti!!

I think Toyboy needs to do a bit of work with a Spanish spellchecker!! 'Mantener fuera' dear boy not 'funeral' !!!

Try Googling Opti Investor Podcast. Not too difficult!!!

Oleric

Glad you recognised the sarcasm in my post. Perhaps I should have added for the benefit of the unenlightened that the purchase of this company supplying the NHS may well be the only route to revenues in the short term (can't quantify!!) given the slow take-up of AxisBiotix and the, as yet, non-existent royalties.

Go on Elrico, give us all a clue!

Go for it Oleric. Perhaps we can hide a little bit of SBTX's lysate in the skin cream destined for the NHS and then take credit for any and all benefits

Bigpunt, probably not Meghan Markle. More likely Harry Markle with copious amounts of hair colouring!!

On a more serious note, sbtx is supposedly all about skin microbiome so why talk about buying another company. This company is clearly not in the skin microbiome space otherwise it would be a familiar name to sbtx investors - yes/no?!! Rather suggests that the groundbreaking discoveries of the Manchester research team are nothing more than snake oil

Toyin, even you must realise that nothing has been sold by Croda so little chance of any percentage. It's a long way off, if ever.

The possible acquisition of private company that has branded topical products for common dermatological conditions such as psoriasis and eczema rather suggests that AxisBiotix provides little or no symptom relief. Any port in a storm???

Time for a new CEO. This one is just full of BS

........or the revolving door is soon to be in action!

God, this is so boring! 20 mins in and still on slide 2 and nothing new! No wonder sp is where it is

Clio,

Check your google settings. Select region, UK and you should find it top ad on first screen. I will also reduce the proliferation of US websites when you do any search if you specify UK as the region

Clio,
Your posts tend to be more balanced and objective than most on this board and so was somewhat surprised by, 'The majority of us realise that Stuart Ashman’s vision, creative ability and business acumen are phenomenal' posted 20:22
From where I'm sitting SA has done nothing to justify that view. What exactly, in your opinion, has he delivered to justify? SP probably answers that one!
'In SA we trust' and other such drivel from the ramper's corner. So far we have seen nothing to justify that note of support.
Let's see what the Pied Piper of Manchester uncovers of real value, if anything, on Friday.

What's happened to the ramping society this morning? Can't blame them for keeping quiet given this morning's dismal update.
They lead with their oral programme which, today, is nothing more than a deposit in a petri dish and, should it prove to be efficacious, is years away from productisation. Licensing to one of the mysterious, 'multinationals' may help but short even mid term....no! Probably intended more as a distraction from the other points covered.
AxisBiotix sales nothing short of pathetic. Given a single pack last year cost £48, doesn't take a genius to work out that they haven't sold many. As for the high subscription retention rate that has been constantly ramped but with no base numbers for estimating actual sales, unfortunately 85% of bugger all is...not much!!
Croda, our saviour surely, but not much on them. What has happened to Sederma's handful of privileged customers with early access to the lysate? Surely not far from product launch? What's happened to the additional benefits of the lysate discovered by Sederma during their testing? Not much on that either. OK, SBTX most likely under NDA, but if that's the case not worth mentioning that Sederma are awaiting outcome of marketing activities with the rest of their client base.
We got the usual line of, 'talking to multinationals', straight out of the corporate playbook and utterly meaningless until some real data is released about those dialogues. SA has always been described as, 'in SA we trust'. Never met the guy so can't/won't comment but the update looks like a typical AIM RNS spindoc.
A very disappointing update which, in reality, told us nothing of any value from a business development standpoint.

"I'm building a company not a share price"!

How often have we heard that arrogant statement from SOH. Not doing very well with either is he, given the dismal RNS yesterday and the plummeting SP.

Some things that need to happen and quickly:
1. A substantial SweetBiotix deal with a household name in the USA and/or Europe. And I mean a genuine household name such as a Nestle, Unilever, Hershey's and/or a General Mills!
2. Best, a new CEO, or, if not, a serious dilution in the current incumbent's arrogance. The BoD need to flex their muscles, if any! When did you last hear anything from the Chairman?
3. A heavyweight II taking a stake in Opti sufficient to influence strategy

2. won't happen and isn'y happening with regards to the BoD. 3. unlikely as Opti is SOH's baby and he will not tolerate any reduction in control that will come from selling some of his holding.

Something needs to happen to stop the bs. Investors might not like bad news but what I'm confident of is that none of us have any tolerance for the constant bs and spin. Deals done that don't deliver; big deals about to be done that never happen. How many times have we been updated on the current moving goalposts.....SweetBiotix?
This is a company with some fabulous technology which has had more than enough time to deliver spectacular results but nada!

The claim that you were responsible for the OPTI sp rise after your negative commentary on the Two Oiks podcast will do for starters.
Furthermore, as you are no longer an OPTI shareholder perhaps you could clear off and take your over inflated ego and smug, self-righteousness with you!

Oleric,

This SP drop is no laughing matter but really appreciate your effort to inject a little humour into this BB. Could certainly do with it. Not sure the majority of regulars (read rampers) will appreciate it though!!

The sentimental outpouring of support for SA over the weekend does not appear to be endorsed by the market this morning......oh dear!!