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Hi Elric think you have that wrong...bioenergizer are doing slimbiome medical not sweetbiotix ads unless you have some other info?
Also regards to pharma from my understanding the exclusivity is just for LPLDL as a biopharmaceutical drug product which means any other pharmaceutical company could now come along & look to commercialise LPLDL as an OTC pharmaceutical which is different. This means the recent RNS for FDA approval of GMP really is huge. This now ticks the boxes for pharmaceutical otc production. IMO the us pharma paying to create a bio pharmaceutical drug is taking a massive risk with LPLDL as effectively they could just commercialise now as an otc product instead of taking it through the risky drug pathway. The rewards however if they take it all the way through really will be huge. Genuinely talking £bns If they succeed.
Never seen price action like it. Research shows the consortium already have go ahead from government to start construction of 1million barrel on shore terminal mentioned in the MOU. Phase 2 is well underway, only thing left for Lekoil is to finalise debt funding arrangements for $68m & get existing debtors to agree to this as priority to repay. Lets face it, no one even the massive corporations will lend that sort of money unless they were confident of rapid production increase in the field & thus repayment. Cash is flowing here & is about to flow even faster. Break even per barrel is under $30 this screams undervalued even if it is in Nigeria. The unnamed major oil company is Shell as they have a significant interest in the field. Surely after todays bounce should start to move back up as the mkt cap is pathetic for whats going on.....the loan itself is multiples of the mkt cap for gods sake
https://www.google.co.uk/amp/s/www.vanguardngr.com/2019/05/fg-grants-green-energy-approval-to-construct-million-barrel-onshore-terminal/amp/
Highly recommend reading the above. GEIL are getting things done. Approval for the onshore terminal mentioned in the recent MOU was approved a couple of months ago. Things are moving fast there, MOU is just hint of what’s really taking place. A lot of investment is going in to the area & the new administration is behind it all.
‘Commending the DPR for its prompt approval of its proposed onshore terminal project, the Chairman of GEIL, Prof. Anthony Adegbulugbe, said the development of an Onshore Terminal is in synergy with the present administration’s overarching strategy to boost oil production while at the same time reducing cost of production.’
‘According to the company, construction of the proposed terminal was expected to start soon by a consortium of internationally reputable EPC contractors.’
I agree, could be patchy though still as a number of the agreements especially the larger deals are yet to launch. There will be orders dropping from multiple partners each month but it won’t be a month on month increase it just doesn’t work like that, more so at the very early phases. It’s only 18 months since the science was viable as an offering to b2b clients. The amount of deals already is absolutely staggering. It will be the yearly accounts that will show true trajectory, imo growth will likely double yoy over the next few years or maybe even slightly more which is immense growth considering the cost base remains stable, even lowering as the revenues grow.
It doesn’t actually work like that. It’s not a shop selling product that books revenues each day. The online platform works this way but that’s a very small part of the business operation. There won’t be a month on month increase like other normal business models selling product. The license model could mean they get absolutely nothing at all for a few months & then a few lump sum royalties in a single month.. These can be paid quarterly, halfy or even yearly. Opti are licensing the ip via B2B. This is why constant trading statements will only just confuse people even more
Sounds like tonight’s presentation went well. Courteousy of nobbygnome on ADVFN who attended this evening ‘It is the first time I have heard the story presented from the horse’s mouth so to speak and I am even more certain than ever, the company will be massive. I am not sure I learnt an awful lot(other than there is another deal tomorrow!) but the whole story is just so convincing.
I despair of those who can’t see beyond their own nose and understand what is going to happen here....Certain people would have got so many of their questions answered if they had bothered to attend!’
True & frustrating as it is we reached s New high last year so there has been sp growth but it has not been sustained. If you look at the ARM price before it’s model was proven it shows similar frustrating price action. Different sector but pretty much identical model in terms of licensing technology to distributors & the initial lag of revenues as it build up its distribution infrastructure. Opti have signed 36 deals in 18 months which is absolutely phenomenal level of demand. Some of these deals are high value pharmaceutical deals. This is building in all major territories all over the globe in the fastest growing markets anywhere in the world,, the first revenues from early deals are coming through & at 68% overall margin with clearly a lot more on its way. Operating costs have lowered by nearly 20% due to less R&D as the commercial phase & revenue generation becomes the focus. There’s always better investments out there but if you’ve held all that time & sell now you’ll be kicking yourself for years once this model is proven & sp growth not only sustains but consistently grows as the commercial growth phase begins & the accumulation of seriously profitable revenues.Thid is why the FTSE 100 experience board members with industry expertise have put in £450k since joining last year
You mean the RNS announcing the UK launch of Optis first high valued medical product & the CEO at SBTX who has a top track record of high profile roles in largest corporates in this space? You clearly have never been in business before yourself if you do not understand sometimes liquidating a company is done on purpose for very practical reasons.
They have 30+ contracts which are continuously adding to the recurring revenues & the insiders such as Neil Davidson & Sean Christie who both have FTSE 100 experience at the highest level have put in £500k with lowest price of 80p.
SOH has never given a price prediction but strongly believes the sum of parts is currently worth far more than what the market values Opti as a whole....hence the plan to spin off divisions to realise the value of each more quickly. Probiotix Health has been primed to go ballistic with a sector specific team & then sweetbiotix coning theough will be the gold ticket. Slimbiome now looking very nice especially in India is just another far bigger opportunity than anyone could expect following medical device status. Looking good
Josh that’s exactly what it means. Not sure how anyone could confuse the clear statement ‘These discussions with multiple, often competing partners, are taking place against a background of continued development of the science which is identifying new functionalities and creating new opportunities.’ This is not open to interpretation but simply says as the science is becoming better & better the opportunity is opening up which is increasing the number of partners who want in on sweetbiotix. They corporates are competing between themselves for this tech, Opti have no competition as far as sweetbiotix is concerned. SOH is biding time as the science develops which enhances the negotiating hand significantly. They’re basically drumming up the interest & competition to get a really good deal in each area eg bulk sugar & high intensity & also prebiotic microbiome modulation. This is very disruptive tech so making sure corporates do not take on the tech and shelf it to protect their own sales will be in SOHs mind when negotiating these early deals. We’re in very safe hands
Dire it’s bevause all of these guy(s) have been burnt hard and blame TW or Adam Reynolds. That’s why they try to spread lies not just in Opti bbs, they have an obsessive vendetta. Personally think TW is one of the problems why growth was so rapid rather than gradual which has caused an appeared stagnation in price over the years before we broke out into and still consolidating in a higher trading range. Arguably you could say this allowed Opti to raise cash at much higher prices when required at minimal dilution. I think TW has attracted some real fanatic weirdos though & id rather he had no interest here.
Smith there’s no figures in the RNS because it’s a license model where the partner builds sales and pays a royalty after building the sales first. I’d explain over coherent debate but you’d call it spiel and continue with your rhetoric so what’s the point? Good luck to you, if you think Rayrac is worth listening to then you’re in big big trouble, his publicly stated disasters of UKOG & BPC couldn’t get any worse. If you invest along those lines you will need all the luck you can get. I will not comment you again because your intent is clear and as proven many times over these past days totally disingenuous.
Nothing has come out of India? That’s s lie. They met like 30 companies some with revenues in excess of £50bn? You do realise you’ll eventually learn that grown up negotiations with multinational corporations take longer than a few days to put together? Why make yourself sound so daft seriously?
I’m not sure if they are all the same person because none of them seem to actually engage in any form of articulated debate. Instead just call well researched & informed knowledge as ramping. I reckon they just change username when one has been totally discredited and seen for what it is. Very rare to find people so sad so imo it’s all one person. Dazah,Rayrac,Soberman,Tsmith, coincidentally have exactly the same level of intelligence and come to exactly the same ingenuibe views.
That’s fair enough, everyone can look at financial statements to see if s business is making money, the biggest gains in the markets come from spotting trends in rapidly evolving markets in businesses not yet making money but clearly about to. That is why the company sits comfortably 10x up from its IPO price, reaching 15x at its high. Good luck to you but if you feel the need to comment uninformed nonsense and refuse to even listen or educate yourself with the knowledge from those that have actually done the research it becomes very clear you have an agenda and your views totally ingenuine.
Soberman your friend Ray simply wastes hours of his life to misinform & outright lie rather than give an honest critical opinion, no one is falling for it as much you try to make him sound genuine. I like to inform people with the facts that can be oh so easily smeared. For example you mention whether the products work when the strong chain of independent clinical science proves that they do as well as testimonials of people using them. The entire company is built on a better scientific understanding in nutrition & health ‘better science, better health’.
In terms of revenue £500k from the first ever trading statement following transition to a commercial company is obviously the beginning. The revenue is mostly all to the bottom line with a overall cash burn of c£1.6m. This revenue is mostly made up of earlier smaller agreements, multiple more continue to be signed and continue to come online especially the larger deals that take longer to launch adding to the undeniable growing revenue stream. License models take longer but because of the costs remaining so low as the revenues build from multiple businesses (3 core divisions) & multiple products revenue ramps up with immense profit potential. You say a £20m nonsense valuation ignoring these businesses are operating with top technology in the fastest growing global markets. SBTX asset is worth £20m alone with Opti owning 42%. You also mention deals in terms of ‘no biggies’ this is an outright lie and on par with your buddy Ray. TATA, SEED, Alfa Sigma, multi £bn dairy co, £100bn co, Zeon, Sacco, EIWA, Fine Foods & US pharmaceutical paying milestones adding to a £m+ before a product is even launched. These are clearly large deals unless you falsely interpret them. You then have s number of £250-£500k agreements within the 30+ signed these past few years, once these launch products, as Opti license to them rather than sell them product, which is why there is revenue lag between agreement & launch, surely the simple math is easily to work out what direction this will go? I mentioned the reason below why prescription are not commercially attractive before your ‘oberservation’ on me & very honest & respected others, guess it didn’t suit your narrative.
Supermarkets will come but they are building global supply chains via b2b which is how the costs remain so low, they’ll come, but first the larger opportunities are outside the UK. So plenty of cash, low cash burn, revenue building on multiple fronts via bottom line license agreement with more signed each month. It’s at a point where your either blindly ignorant, misunderstand what the company are doing or just have your own agenda to not admit multiple significant opportunities are developing nicely here in massive markets. If your going to put an opinion across at least inform yourself instead of backing up a serial liar and attempting to put down honest people sharing genuine and well informed knowledge. Have a good weekend
If Opti got LPLDL or slimbiome into NHS they would want to buy the ingredient for pennies from Opti but widely distribute it. Not sure if anyone realises the NHS give people FREE treatments. Why the hell would we want LPLDL to be distributed by NHS as a customer paying minimal cost for it off Opti? Who would buy LPLDL in the shop at higher valued higher margin product when you can get it for free from the NHS? It’s literally commercial suicide and limits revenue & profit potential significantly in the UK market.