RE: Yorkshire Seed Fund28 Jan 2025 13:37
No sarcasm intended Lolly - I simply asked you a straight question.
However, putting all that to one side you'll be pleased to know that even TW doesn't think it was YSF - so your hunch may be correct.
I've just listened to his latest "Bearcast" on OPTI, but it mainly concentrates on the current chairman and not the sales of yesterday. In the big scheme of things they weren't large anyway, but we do appear to have jumpy MM's who like to mark the stock down on a whim.
It also appears that YSF still have around 4.5% of the stock so they will probably continue to sell over the coming year. TW has explained in great detail though why the shares are dirt cheap, so as I've said before any sales by YSF in an ironic way help new investors or holders who wish to increase their holding to get in very cheaply.
Whilst I don't slavishly follow every word TW says, I think with OPTI he has made many good and salient points. I view OPTI as a "holding" company and it's current assets (holdings in SBTX and PBX) show great potential to be worth the current mcap (£17m) EACH on their own, as I've already noted valuing the current business in for nothing. TW has made great store in 2025 being THE year for OPTI with huge promise of sharply increased sales and revenue, the recent Dr. Morepen deal and, yes it's only at this stage a "promise", but a major deal in the US has been alluded to by SOH.
I know many have heard all this before, but I prefer to be in the "glass half full" camp and think TW has got this one 100% correct.