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Https://uk.marketscreener.com/insider/DAVID-BRIERWOOD-A0ELC8/

Might help. Question has to be, 'Why SBTX?'

Well said Toyin. I hope it has the desired effect.

The biggest problem with Opti now is SOH himself. He is a sound technician and has produced an excellent portfolio of supplements that are proven to work. However, his arrogant, 'we'll do it my way and only my way' has resulted in a lack of profile and market penetration.

Whilst it is recognised that supermarket shelf space wrecks margin it is, imo, a small price to pay for profile raising in the early days of company/product development. He seems determined to follow a direct to consumer model. Yes, margin rich but if their is no serious marketing behind the products, sales will inevitably be slow. During the most recent investor presentation, we were subjected to a thoroughly patronising lecture on how to shape a company to achieve maximum margin - b2c. Talk about stating the bleeding obvious without stating the obvious that big margins on small volumes don't keep investors happy!!

Also worth considering why, over the years, there has been, for a small company, such a high turnover of high level, experienced executives. IMO, a case of SOH not listening to alternative ideas on how best to go to market. Long overdue for him to start listening to others who know something about sales and marketing

Agree DSFLAT. Open and detailed. Many/most other AIM companies could learn from this style of presentation

Bio

We must have been on different webinars! They made it quite clear why they couldn't/didn't raise more on the recent fundraise

A significant part of research funding is being provided through 3rd party non-dilutive funding through multiple grants awarded to their research partners. Much of this is being provided from a governmental level. These surely are strong endorsements of the potential for TCF's developmental work?

I , for one, am a lot happier.

Doesn't Huw Jones remind you of Mr Bates?!!!

Lord, I recall CC being mentioned in the past by SOH. I think they have had discussions but nothing formalised. I would also suggest that if there is a formal dialogue then it would be via one of their US partners, not directly with Opti and very much under NDA.

Truth be known, most likely one of the many carrots that SOH has a tendency to dangling under PIs' noses!! Well known name, zero substance!!

No change....patronising waffle!

AQSE:PBX.

ProBiotix admitted to AQSE in 2022. As an OPTI holder you were entitled to benefit with what was described as a dividend. They can be traded now and should be on your broker/investment platform account. No all platforms handle AQSE shares

Well said!

With the possible exception of two underwhelming videos, yesterday's presentation was excellent.

It was good to see SA clearly and firmly layout SBTX's strategic direction and upcoming deliverables at the same time as rebutting the negativity that has been much in evidence recently. His message was clear and to the naysayers a very direct., 'F*** off'!

Thanks bubsythecat for your post with TW's latest. It's the closest he'll ever get to an apology but I suppose a start in the right direction. As for our local trolls, e.g. Oleric and Belgrano, they've gone very quiet. Probably choking on humble pie!!

There is still a lot of negativity about Manprit. Agreed, he doesn't come across well in presentations but why should he? He's a bloody accountant not a marketeer. Given his background, he would have been all over the Dermatonics acquisition. A gem of a purchase and clearly an excellent fit for SBTX's strategy

The manner in which SBTX is developing, albeit slowly, IMO both SA and MR are perfectly entitled to their salaries. Even those before yesterday's announced reductions.

Perhaps the naysayers, doomsters and general trolls will now appreciate the logic of this acquisition. Well done SA!

Https://www.telegraph.co.uk/business/2023/08/20/ex-sas-mercenary-chair-start-up-turning-plastic-hydrogen/

Today's Telegraph but behind paywall. Ex- SAS mercenary Simon Mann to chair HUI. Claims to have gone green!

Excellent TW podcast. SA back to his ballsy best. The next 12 months looks very promising!

Also margins too low for SOH to bother. Same as for UK supermarkets. SP might be slow burn but he's getting his act together

Thanks mol.

Best interview with SOH for a very long time. Less of the arrogance and a lot more useful and interesting content

SOH came across as uncharacteristically nervous at start of presentation. Maybe, just maybe, he is beginning to realise that a buoyant SP is more important to PIs than just 'building a company' and that we're all getting a tad peed off with the excuses and under performance. It may only be his paper losses that encourages the sentiment but if it helps to provide some focus on enhancing the sp then it can do no harm.

Whether we like it or not, we are going to have to swallow 2022 results which, based on the earlier presentation, are going to be a horror story. Suspect a key aim of this afternoon was to let us all down gently. Perhaps dishing out flack jackets and helmets would have been useful!!

As for the future, I'd all but written off my not insignificant investment in OPTI but in the hope that he can deliver in the timescales suggested then I do believe there is a future with 2nd generation products.

What a garbled delivery! Some useful information towards the end of the presentation would have benefitted from a more measured delivery. The intro slides we've had time after time. I'm not interested in his time at 3M!!! However, once 2022 results are out of way then the near term future makes this an interest averaging down opportunity

Undoubtedly yet another boring, content free monologue about how to build a successful company.....not!!

Que es nuevo...........nada!

Nothing to do with SBTX unfortunately. It is Boots Future Renew that was launched last month. Coincidently developed with another dermatology team at Manchester Uni