Probiotix Health Share Discussion Threads

[m4rtinu] 22/5/2024 16:58

My latest email. Addressed to S Andersen rather than Walbrook

"Dear Mr Andersen,

I know I am not alone among shareholders in thinking that communication with us, since PBX went alone, has been lacking.

I understood from Walbrook that you were going to set out plans for 2024. We are almost half way through the year, and still nothing.

In the half year figures, orders received though not all booked, had exceeded revenues for all of 2022. Please could you provide a trading update.

Finally, I would love to add to my shareholding, but am loath to do so whilst on Aquis. Please get a listing on PBX. [edit, my error but I think they know I mean AIM]

Many thanks

Martin U"

And Walbrook's response

"Thank you for your email. We had planned to do an update before now, but various external factors prevented this unfortunately. Your comments are noted and I will pass them on to Steen. We will certainly be doing an update at the results."

[ming da merciless] 18/5/2024 09:27

Is that so they can buy more?

[ming da merciless] 18/5/2024 09:27

6.

Corporate: The Company aim will continue to work with AQUIS and
explore opportunities on other markets, including AIM, to increase liquidity
in ProBiotix shares.

[pj 1] 18/5/2024 08:50

A reminder of what they predicted (ramped) for 2023

4.

Commercial Activity 2023: The Company reports early indications for
2023 show another year of strong growth including the potential for:-



a.

Extension of product ranges and territories with the Company's two
largest partners, AlfaSigma and Seed Health.



b.

The launch of CholBiome® products in Brazil with Ayalla, following
an 18 month registration period, with a health claim for cardiovascular
health. The Company believes that LP(LDL)® will be the first probiotic strain
ever to be registered in Brazil for cardiovascular health, with first-mover
benefits and strong interest from the pharmaceutical industry.



c.

New product launches in Hong Kong, Germany and on TMAll in China.
A number of these from companies who have already placed orders with delivery
in 2023.



d.

One or more agreements with large US partners creating the
opportunity for substantive revenue growth. This will be supported by the
expansion of our CholBiome® range with a phytosterol-containing product with
US health claims.



e.

Continued strong growth in e-commerce sales with anticipated revenues
of £250K to £500K



5.

Scientific Update: The Company continues its scientific studies to
support sales and marketing efforts with scientific presentations and
publications and developing the product pipeline. This can be through
exploring new probiotic strains and/or extending the applications and use of
LP(LDL)®. Current studies include human studies investigating the impact of
LP(LDL)® on sleep, stress, and anxiety, and the reduction of cholesterol in
coeliac disease. Sleep aids and stress management products are the fastest
growing category within healthcare (Goldstein Market Intelligence, 2020) and
this is another step in extending the range of applications for our
scientifically and clinically proven products into large growing markets where
there is an unmet clinical need. The Company has had three abstracts
accepted for presentation as posters and/or oral presentations at ProBiota in
February 2023.



6.

Corporate: The Company aim will continue to work with AQUIS and
explore opportunities on other markets, including AIM, to increase liquidity
in ProBiotix shares.



The Company sees 2023 as a year of opportunity and continued growth and
operational profitability, with a focus on commercialising products across
more territories, particularly the USA with larger partners, and increasing
the proportion of final product to ingredient sales to partners and via our
e-commerce platform. This will be supported by a developing product pipeline
with new probiotic strains and extending the applications and use of LP(LDL)®
into new areas, all supported by strong science and human studies.



The scale of the market opportunity in probiotics is large, particularly
outside the traditional gut health and health and wellbeing markets, where
growth is slowing. This is increasing interest in ProBiotix and its products
from larger partners looking to sustain future growth. The proven safety and
efficacy of our products, the substantial scope for expansion of our range and
geography, and the appointment of a proven commercial industry leader, allow
us to look to 2023 with confidence and enthusiasm.

[institutional investments] 21/4/2024 19:10

Just trying to figure out the market cap value they put on it in 2018 via cln yield and discounts etc etc

Anyway listed at MC circa 20 million?

Currently around 5-6 million?

Looking at its net operational cashflows, and giving some weight to analysis via same of opti and sbtx over time, isn't this still overvalued by 5_6 million when you deduct forecasted cashburn ?

Just have to hope it can do an opti and consistently have revenues with a hefty gearing towards imaginary sales

We just need to ignore matching real costs

[institutional investments] 21/4/2024 18:58

I'm a bit confused with regards to ownership of stock here

The CLN at opti in 2018 re a raise for around a million. What weight of the float does that represent?

[institutional investments] 21/4/2024 18:54

Peterhouse Capital Limited

On one of my databases. Everything is subjective without providing the statistics so, best to look at overall performance of shares they were appointed for over a period, how many raises followed etc...where the SPs are all at now and of course, do a spike count.

Not that broker selection should be a predictor of future investor gains or losses of course

[institutional investments] 21/4/2024 18:39

Unfortunately that probiotix seems to have few sales given review counts on other products

[institutional investments] 21/4/2024 18:36

This was clever actually



The claim of every batch tested to ensure athlete friendly, when it all it basically is, Is a glutamine capsule falling under food supplement category 😂

[institutional investments] 20/4/2024 23:38

It's sort of like @Unofficial Convertibles.. Just nktvneed new issue

[institutional investments] 20/4/2024 23:36

Just be wary of the foward sells with newly appointed . to 3rd P. They can just work price straight down for a stack, working news without needing a rise Just liquidity. I'm sure u know how to spot that anyway. Can short medium to long term

[institutional investments] 20/4/2024 23:20

If you database all nomads and makers involved in the three since inception, you can make a good stack monitoring for spike plays eleawwhrre. Might as well

I've got a database of over 4 spreadsheets from AIM and lower.When no sign of a job currently on one, you know they are about to collect elsewhere lol

[institutional investments] 20/4/2024 23:14

I've bot been keeping tabs. They will want all this on an norw open/liquid market for easy dumping so once they start talking about that, it's a sign

[jmf69] 20/4/2024 22:13

I do hope sales are growing here at a faster rate than over at Opti but who knows as no one has bothered issuing any figures for either.

[institutional investments] 20/4/2024 18:49

JMF6920 Apr '24 - 17:42 - 101 of 103
0 0 0
It appears that the only time we will get an indication of sales for 2023 will be when the results are announced in June.

......

At least it shows that they are thinking about standard shareholders and deciding not to disappoint them beforehand

[m4rtinu] 20/4/2024 18:46

Agree. Annoying. Frustrating. Esp as 5 of the PBX team will be at trade fayre/show in Geneva for 3 days in May.(See LinkedIn).

We know Steen is adding to staff to hopefully increase sales. Just give us an idea of how sales are going.

[pj 1] 20/4/2024 17:21

Same as OPTI? Its very poor imo, especially after all the bluster

[jmf69] 20/4/2024 16:42

It appears that the only time we will get an indication of sales for 2023 will be when the results are announced in June.

[pj 1] 19/4/2024 19:32

Maybe in reality our products are no different to what's already out there in a saturated market?

[jmf69] 18/4/2024 12:17

Still no sign of any updates

[jmf69] 05/4/2024 08:03

I have to agree with you. Newsflow has been next to non-existent.

However, OHara is not in charge here. That will be down to Steen Anderson.