Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Like you I'm a LTH of Opti and like you I'm not a scientist. However from what I understand the big benefit of Slimbiome is that it can help you lose weight. 'Ordinary' consumers are buying Slimbiome from H&B specifically because of its weight management properties and it's advertised as such. With the SmartforLife product, Slimbiome is just one of many, many ingredients with no reference to weight management. For me, the beauty of Opti is the broad reach of their IP in addressing health issues....obesity, high cholesterol, high blood pressure etc. and being a first mover with IP secured I want to see them build their name in that rapidly growing and increasingly better understood market sector. Yes, great news if it goes into Walmart but, unless it's planned for many other products, the return to Opti will be minimal and the company/ingredient gets no visibility other than through an RNS or industry journal which is only of interest to us, the investors.
Whilst Opti may see a good revenue stream from these product lines, it’s a real shame no focus on weight loss benefits with the inclusion of Slimbiome . Reviews don’t mention weight loss properties of the product. Putting on the cynics cap, I can only assume that to be a real American these days then you have to be obese!!
Spot on Elrico, he gathers some excellent information.
Assuming the Slimbiome listed under ingredients is ours, then the waiting could be over as it looks to be on Walmart's website already.
https://www.walmart.com/ip/Smart-for-Life-VEGAN-Chocolate-Chip-Diet-Cookies-12-Ct/747352727
Br3
I think you have every reason to be worried. We've seen some spectacular rises over the last couple of days following the equally spectacular drops but imo it's a proverbial dead cat bounce.
Following the coronavirus trail, the next geographic region to be hit hard will be the US and they are even less well prepared than many European countries. That extends from the very top, a President who is utterly clueless, down through the health services. Another major problem is regional autonomy with every state able to implement its own policy. California has locked down but what about the rest of the country? Italy was/is in the same position with Lombardy locking down independent of other regions. Net result was that before the lock down came into effect in Lombardy many left the region taking the virus with them. Thank you Lombardy!!
Next week will see an upsurge in cases in the US which I'm sure will have a very negative effect on the NYSE and undoubtedly the rest of the world will follow. Just hope I'm wrong.
Eshaitan, I think you’ve been overdosing on H&B supplements! No way Opti will see 20 - 25%, not even close! Product flying though so should do ok as long as it keeps selling in quantity after introductory offer ends.
Nolupus, unfortunately yes but given the years of research and position at CNRS and her expertise in immunotherapy, I am sure that lupuzor will, in time, prove to be of benefit in the treatment of other autoimmune diseases apart from lupus. Given that the P140/lupuzor patent/license is held jointly by CNRS and Immupharma France then we should see some benefit. Very long term though.
Hopefully, Prof Muller will pop her head above the parapet before long and enlighten us on her latest research. IMO, she's the only person from IMM that ever talked any sense and I miss her balance, practical knowledge and objectivity.
Nolupus, don't know how you put up with the continuous stream of nonsense from the rampers who seem unable to consider any view other than those promoting IMM as a 10+ bagger within a short timescale.
Your point about IMM France makes sense although I'm not sure if the R&D subsidies apply to research funding outside the EU. Interested in your view.
Another reason for the Avion agreement being with IMM France could well be that the Lupuzor license is held jointly by IMM France and CNRS, the institution where Sylviane Muller discovered the P140/Lupuzor peptide. Given the scale of their investment and the significant risk still associated with Lupuzor then I can see why Avion would want to be as close to the action as possible with easy access to the research team at CNRS.
Have you any idea what has happened with Sylviane Muller? She's been very quiet since last year's FDA failure. Given the many years she and her CNRS team worked on the peptide and lupus application, I suspect she is still thoroughly hacked off with the P3 trial design and management
Belgrano, when analysing data like this in order to give a balanced view imo you should be looking at the addressable market not total market. Yes, India has a population significantly greater than the UK but the vast majority of population is not in a position to buy expensive supplements like Cholbiomex3. That applies to most other countries in Asia where we have agreements and there is no health service. I can't put a number to it but it will be a lot less than your post might suggest
"Rather bizzerly, while SkinBioTherapeutics shares close lower, Croda international ganis 8p adding c£50m to the value of the company on the back of todays announcement." Courtesy of the Lemming Investors blog. Is this a speculative opinion or based on fact? Also OPTI is not the parent company of SBTX as you suggest in your blog. It is a shareholder albeit a major one!
Ok Sheltie going by your number of posts you know much more than I do when it comes to investment and market plays but are you suggesting that the US Army is just having a punt?! Are they really going to be working with a company that is dead? Yes, it's certainly close to death's door but hasn't yet crossed the threshold otherwise the US Army and Government wouldn't have invested in this or would they?
Kettle, don't be ridiculous! If it was just about the delivery device they could fill it with water. This is the first, albeit small, piece of good news we've had from MTFB for too long so consider the implications for company and Iclaprim
Well I'm not giving up!! First letter s and fourth g!!
****ging. Not my choice but LSE's odd policing. Substitute '****' for the ****. I think highly appropriate and not in the least bit offensive. Clearly others have a different interpretation!
Hasiba, nicely put. Most corporates in their arrogance assume that us 'little people' will have a good whinge but do little else. Evidenced time and time again in the complaints pages of the financial media. Yes, 250 is a tad boring but whether we like it or not has probably been closer to the truth than even well researched LTHs.
Firstly we need an outcome. No point in raising a complaint with the FCA or whoever at this juncture as they will only knock it into touch as MTFB is still in business (I won't attempt to define 'what business"!!). However, I believe that early research into a formal procedure would be time well spent. For example, what is a the procedure for a formal investigation into an AIM company. I don't know as it's the first time I've been in this situation. Once that's in hand then appropriate information can start to be gathered. Firstly, I would look very very closely at recent RNS wording. What has been published that hasn't been delivered in the manner suggested in that RNS; what contradictions have been published; what if any communications can be proven to be lies etc. etc.
If there are any LTHs interested in forming a group with an independent communication channel, not LSE!, I'd be happy to participate and contribute. Only though if it comprises serious individuals as I've zero tolerance of the ****ging off that is endemic on this and other boards.
Any interested parties out there?
Afternoon Elrico, I presume you include yourself in the moaners and whiners category given some of your comments about this advertorial?!
You will know as well as I do that no investment, particularly on AIM, is a permanent bed of roses with a performance graph showing a straight line up and to the right. Like most LTHs, even you I suspect, I've been very disappointed with the recent sp performance. Except for the nasties that have ruined the ADVFN board with abusive and uncorroborated posts, I think LTHs have in the main been extremely supportive throughout the life of this company. However, when the need arises, such as with this awful BioEnergiser campaign, then we are perfectly entitled to express a negative point of view. I think you should acknowledge this rather than your use of the somewhat spiteful choice of words, 'moaning and whining".
Also if I refer to your most recent blog of yesterday and point out that this so called test campaign is national as it was supposed to be in the Saturday national tabloid press (not in UK at moment so don't know which one or indeed if it appeared). It is therefore rather disingenuous to describe whatever is planned in the future as a national campaign as if it is entirely different from today's exercise which is also national!
Final observation and question! You conclude your post with, 'I won't mention the sums because you're-'re not interested in these type of quotes.' Where did that come from??
Hi Elrico, not sure if your post is aimed at me but still a response required. There is zero connection between Seed and Bioenergiser other than Seed using an Opti ingredient. Seed operates in a different world and is a class apart from Bioenergiser. Also not interested in your quotes about what Seed may or may not achieve as I am 100% confident in their go-to market strategy. With regards to Bioenergiser which is the issue being discussed, you test market feedback in a controlled environment not with the broad brush and thoroughly unprofessional approach being taken by them. All this will do is pee off potential customers. Looks like many of your forum regulars are in complete agreement.
For what it’s worth, I’m a lth of some years. I Invested here for many reasons, one of which was the professionalism of SOH. This is the first time I’ve questioned that decision criteria element. The Bioenergiser campaign is crap and in my opinion does/will do a lot more harm than good.