So, according to TW it seems that OPTI has had a very poor Q4 (is this not inside information?). If so, and following the extremely long and painful history of false dawns in OPTI, then SA needs to find away a distancing himself from the parent and the microbiome that ''always promises but never delivers''
And it also important to refer to the Placing to raise £1.4 million back in March 2024 where a part of the Placing was to '' launch its second generation SweetBiotix and MicroBiome Modulator products.''
Just over 12 months ago when we were told ''Discussions are ongoing but are likely to involve a phased introduction of SweetBiotix® products as a direct bulk sugar substitute and then introduced into OptiBiotix's and partners consumer products across an increasing range of applications...........................................................................
The focus now is on leveraging this position to fully exploit the market opportunity open to us and bring products containing SweetBiotix® to market. This is the focus of 2024''
I wonder what the focus of 2025 will be and when OPTI will bother to update us and why the focus of 2024 resulted in SFA.
SBTX has a timeline for its strategy which it is implementing in 2025. i.e Croda launch in April.
Contrast with OPTI where there is continual blue sky talk re Sweetbiotix, from "imminent launch in 2018" to "Sweetbiotix products will be launched in 2024" !1
Fred, I was encouraged by Dr Morepen's sales forecasts. However, I’m sure we need to be cautious at this stage. We will know soon enough.
I was less encouraged to learn about Apollo's expectations.
I made myself clear some time ago; it is SweetBiotix that hold the main attraction. Until there is significant commercial traction here, on getting splinters in my rear!
Tom, I’m not sure of Tom’s timeline. If it's over 12 plus months, he will be proven to be barking mad.
He’s consistently wrong where SBTX is concerned. The only thing he's called right is the effect the CB would have on the SP, if we ignore his 2p target, of course.
Oh, and he's been led further down the garden path with OPTI than I. 🙈🤣
SweetBiotix timeline. I've written about this in prior editorials. It goes way back to August 2017. And as PJ points out, we were expecting products to be launched throughout 2024.
Opti has several irons in tbd fire. It prospers if PBX or SBTX prosper, plus it has Sweetbiotix and Morepen revenues.
To be fair, when Companies transfer to the profitability phase it's all about deliverance of revenues and RNSs with accounts showing this to te market. So I am taking the 3 year view with my investments in these offerings!
I firmly believe that the last brilliant move by SOH was to create 3 companies from one. Since then he has been a disaster. The other 2 companies have got good management, particularly SBTX. Which is why I am only invested in the latter which is my biggest holding by far. All imho of course.
It's astonishing to me an analyst doesn't understand the value appreciation of a massive global launch at no cost to SBTX over a company with gross margins at 53% on around £2m. SBTX will almost certainly be book over £2m in the first 12 months, plus the buy/build and the Indian partnership.
TW is all over the place with his analysis. His latest wheeze is waxing lyrical because ProBiotix has issued an RNS clearly suggesting OptiBiotix sack Walbrook. After all, TW wrongly assumes they are responsible for the inept, uninspiring RNSs produced by OptiBiotix. I know the old duffer has informed Mr Angry several times that Mr O'Hara writes the RNSs, not Walbrook.
During an extended conversation with Tom, it became evident that he hadn’t fully explored all the commercial avenues available to SBTX. It was during this discussion that he proposed a significantly higher-value proposition, promptly naming a figure to which I agreed, albeit with a couple of caveats. This figure—exceeding £200 million—ultimately became my forecast rather than Tom’s, a subtle journalistic manoeuvre on Tom’s part.
QED: I’m the world's greatest living SBTX expert. 🤗
TW states: "Stuart Ashman has repeatedly referred to it as generating profits that affect net income of £25 million in the long term. That makes the shares at a (current) £36 million market cap look very, very cheap indeed." As of 16 January. I don't recall him venturing into a similar case regarding profits or market value for PBX.
He seems to have only scratched the surface of SBTX's business model and appears to have overlooked the transformative potential of the Croda/Sederma partnership. This could prove monumental, particularly if, as anticipated, the SkinBiotix Lysate steps in to supersede Matrixyl, setting a new standard in the cosmetics industry.
TW 's recent summary of OPTI yesterday included zero reference to Sweetbiotix that I heard.
Something is not right.
So, according to TW it seems that OPTI has had a very poor Q4 (is this not inside information?). If so, and following the extremely long and painful history of false dawns in OPTI, then SA needs to find away a distancing himself from the parent and the microbiome that ''always promises but never delivers''
And it also important to refer to the Placing to raise £1.4 million back in March 2024 where a part of the Placing was to '' launch its second generation SweetBiotix and MicroBiome Modulator products.''
Is this cash still siting on the balance sheet?
That cash will have been used for Morepen.
Just over 12 months ago when we were told ''Discussions are ongoing but are likely to involve a phased introduction of SweetBiotix® products as a direct bulk sugar substitute and then introduced into OptiBiotix's and partners consumer products across an increasing range of applications...........................................................................
The focus now is on leveraging this position to fully exploit the market opportunity open to us and bring products containing SweetBiotix® to market. This is the focus of 2024''
I wonder what the focus of 2025 will be and when OPTI will bother to update us and why the focus of 2024 resulted in SFA.
SBTX has a timeline for its strategy which it is implementing in 2025. i.e Croda launch in April.
Contrast with OPTI where there is continual blue sky talk re Sweetbiotix, from "imminent launch in 2018" to "Sweetbiotix products will be launched in 2024" !1
I'm wondering why so many readers are afraid to vote?
A mere 120 votes. Over 500 unique reads.
Scared of the truth?
I have been encouraged by the latest newsflow fom India. Maybe it will not outdo the Croda activity, but could contribute to a great degree
Fred, I was encouraged by Dr Morepen's sales forecasts. However, I’m sure we need to be cautious at this stage. We will know soon enough.
I was less encouraged to learn about Apollo's expectations.
I made myself clear some time ago; it is SweetBiotix that hold the main attraction. Until there is significant commercial traction here, on getting splinters in my rear!
see my posts today, 05/02/2025. Has SOH mis-led us all again with the Morepen ramp disguising attrocious figures for 2024?
To be fair, TW, as at 25/1/25, has a longer term view on PBX.
Once these companies hit profitable in the next year or so then either one is a good investment.
Enjoy.
Tom, I’m not sure of Tom’s timeline. If it's over 12 plus months, he will be proven to be barking mad.
He’s consistently wrong where SBTX is concerned. The only thing he's called right is the effect the CB would have on the SP, if we ignore his 2p target, of course.
Oh, and he's been led further down the garden path with OPTI than I. 🙈🤣
What's the garden path Detour that you refer to?
SweetBiotix timeline. I've written about this in prior editorials. It goes way back to August 2017. And as PJ points out, we were expecting products to be launched throughout 2024.
Opti has several irons in tbd fire. It prospers if PBX or SBTX prosper, plus it has Sweetbiotix and Morepen revenues.
To be fair, when Companies transfer to the profitability phase it's all about deliverance of revenues and RNSs with accounts showing this to te market. So I am taking the 3 year view with my investments in these offerings!
I firmly believe that the last brilliant move by SOH was to create 3 companies from one. Since then he has been a disaster. The other 2 companies have got good management, particularly SBTX. Which is why I am only invested in the latter which is my biggest holding by far. All imho of course.
It's astonishing to me an analyst doesn't understand the value appreciation of a massive global launch at no cost to SBTX over a company with gross margins at 53% on around £2m. SBTX will almost certainly be book over £2m in the first 12 months, plus the buy/build and the Indian partnership.
TW is all over the place with his analysis. His latest wheeze is waxing lyrical because ProBiotix has issued an RNS clearly suggesting OptiBiotix sack Walbrook. After all, TW wrongly assumes they are responsible for the inept, uninspiring RNSs produced by OptiBiotix. I know the old duffer has informed Mr Angry several times that Mr O'Hara writes the RNSs, not Walbrook.
During an extended conversation with Tom, it became evident that he hadn’t fully explored all the commercial avenues available to SBTX. It was during this discussion that he proposed a significantly higher-value proposition, promptly naming a figure to which I agreed, albeit with a couple of caveats. This figure—exceeding £200 million—ultimately became my forecast rather than Tom’s, a subtle journalistic manoeuvre on Tom’s part.
QED: I’m the world's greatest living SBTX expert. 🤗
TW states: "Stuart Ashman has repeatedly referred to it as generating profits that affect net income of £25 million in the long term. That makes the shares at a (current) £36 million market cap look very, very cheap indeed." As of 16 January. I don't recall him venturing into a similar case regarding profits or market value for PBX.
He seems to have only scratched the surface of SBTX's business model and appears to have overlooked the transformative potential of the Croda/Sederma partnership. This could prove monumental, particularly if, as anticipated, the SkinBiotix Lysate steps in to supersede Matrixyl, setting a new standard in the cosmetics industry.
Sbtx will more than double both Opti and Pbx. Tw has called Opti and Sbtx wrong for years.