Probiotix Health Share Discussion Threads

[jmf69] 28/6/2024 14:21

Not much happening here either. The same at optibiotix and SkinBioTherapeutics.

[m4rtinu] 28/6/2024 10:36

Results out today. Link on other thread. Revenue up from £1.31m to £1.67m. Admin costs up from £800k to £1.55m *. Loss up from £260k to £770k.

* As result of 5 year growth plan strategy.

[vlad the impaler] 17/6/2024 18:38

A bit harsh. i thought it was just as relevant as the other link

[pj 1] 17/6/2024 18:31

Another one on the filter list.

[vlad the impaler] 23/5/2024 09:58

Buy that result for a fiver at a most uni's

[jmf69] 23/5/2024 09:45

Seed Ds-01 clinical results have been presented recently hTtps://www.prnewswire.com/news-releases/seed-health-to-present-new-clinical-data-on-ds-01-daily-synbiotic-for-both-antibiotic-recovery-and-ibs-at-digestive-disease-week-2024-302149850.htmlResults look very positive. Seed are the biggest customer here.

[jansky61] 23/5/2024 08:30

Lack of liquidity is an understatement! The spread showing on Aquis is 3.5 - 5 and actually trading at near those prices, what a mess. Mr Steen appears to have taken a leaf out of SOH's book as regards shareholder communication!

[institutional investments] 23/5/2024 04:49

Aquis was for lack of liquidity while locked in etc. AIM will be for dumping it all out.

[m4rtinu] 22/5/2024 22:20

PJ thanks.

[pj 1] 22/5/2024 20:24

M4rtinu, it's the maths. If it was worth 21p listing on AQUIS, and Steen has to have added value, then where do they go with the valuation as it is?

If they transfer to AIM at less than 21p (same share count)then they would be telling all and sundry that Steen has reduced value in the Business.

[m4rtinu] 22/5/2024 20:18

PJ, you are probably right re comms being ceded to Walbrook. Do you think they will pass comments on? I doubt it.

As for AIM listing and current share price I have probably shown my ignorance of how listings work.

So we will have to wait for results.

[pj 1] 22/5/2024 20:11

As for AIM. They are caught in a trap aren't they?

How could they possibly list on AIM for less than 21p?

It not going to happen with the share price at 5p oN AQUIS is it?

[pj 1] 22/5/2024 18:13

''We''

Infers to me that Steen has passed all comms to wallbrook.

[m4rtinu] 22/5/2024 17:58

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 10:27

Is that so they can buy more?

[ming da merciless] 18/5/2024 10:27

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 09:50

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 20:10

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 19:58

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 19:54

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