Skinbiotherapeutics Share Discussion Threads

[shrewdmole] 15/8/2020 16:21

They don’t because we made the money it’s a generational thing. We’re about to enter a massive period of austerity and imho deflation so stock picking will be even more key.
Government debt is the highest since ww2 yet we’ve reduced the defence budget every year for 20 years.

The uk is a brain hub with no cash basically as the IP gets bought.

S

[lovewinshatelosses] 15/8/2020 15:01

I love that idea shrewdmole! Mine have not shown any interest yet in this stuff, although they like looking at graphs where vertical share price rises have taken place, so maybe not likely to be shorting the market in future :) A bit younger than yours, so the business plans may have to wait!

[shrewdmole] 15/8/2020 14:28

There needs to be more comedy on tv instead of reality idiots so I look forward to viewing. I’m an old head in a young body though I am an only fools and horses addict and porridge, dads army, are you being served.

It does raise questions as much marketing for investment is aimed at middle aged men or hnwi but the younger dynamic woman is ignored despite probably being more in to the trends that drive the company sales.

I will keep an eye out for the comedy. My eldest is 16 nearly and doing business at gcse so we’re about to start a tiny investment pot for her but the deal is she has to give a detailed assessment of what she wants to invest in to us and convince us a bit like dragons den.

S

[rafboy] 15/8/2020 14:09

Shrewdmole, partly as they could see the Croda deal being massive in the future and something that they would both use when the products appear on the shelves. However, the skincare products also excited a lot of interest as my youngest spends a lot of time outside on some film shoots. She is just starting a new set of short comedies for sky arts and had the honour of directing David Tennant in the first episode that is already in the can.

[rafboy] 15/8/2020 13:20

Thanks for all the views and comments. They have to decided to put some in each company but a slightly higher percentage in SBTX. They both see SBTX as more exciting but recognise that OPTI will also do well. Thanks again.

[shrewdmole] 15/8/2020 12:14

Mad

It’s balanced because there are just so many factors.

Sentiment is a huge one for aim stocks and whilst there are many in here and Opti that are hnw and experienced investors this is a new sector that tbh many of us got in at the start and maybe too early, if that’s possible. That alone creates Stale bulls and disappointment. Eg 4d was doom and gloom and forced sellers and suddenly read the board and it’s so positive.

The share price Movement following seres successful trial will have alerted a lot of major investors, funds and pharma companies to the highlight the first successful pharma trial of a microbiome stock.

There’s much talk of the players in this sector and the IP. Let’s not forget Opti haVe the IP to isolate and identify the strains and modulate it. Sbtx have used the lysate which is great and apparently cath has loads in the pipeline. Again the fact sederma have managed to replicate that is a huge step.

I guess what I’m saying is the big unknown here is just how big this sector will become. There could be an absolute gold rush by big pharma to control as much IP and strains as possible to not only create new products but protect existing sales.

Nobody on here has a clue how that could pan out.

It genuinely is an ethical investment that besides hopefully making us money has real tangible benefits for everyone’s health.

S

[m4rtinu] 15/8/2020 12:08

Raf - first of all I wouldn't even follow my own advice, let alone give it to others. My view FWIW: OPTI should now follow a steady upward trend, with excellent revenue growth every 6 months. A leg up to share price each time, with drifts in between. Any significant RNS aside, would be a bonus.

I am less well versed in SBTX (but do hold now). I just have a hunch that SBTX might do an OPTI and shoot up and then retrace. So a possible need to time profit taking, if that happened. But as I say, I have no evidence for that view.

Good luck whatever you/ the girls decide.

[lovewinshatelosses] 15/8/2020 11:38

Shrewdmole as always has nailed it - what he said, raf! :)

[madaboutmed] 15/8/2020 11:37

Very balanced opinion as ever. I personally think SBTX will fly and endure where OPTI will not but that is my own humble opinion.

[shrewdmole] 15/8/2020 11:35

Mad

Always good to haVe a debate albeit I’m bullish on both companies short and medium term so I don’t like it when it gets holders pitted against one another as it’s in all our interests for both companies and the sector to do well.

S

[lovewinshatelosses] 15/8/2020 11:31

I have some OPTI tucked away from the 90p plus days, but they do need to deliver some really good financials fairly soon I think to get back to - and justify - previous highs; if they achieve what holders were/are hoping for, multiples of that (certainly what I had in mind when I bought in, back then). SBTX have lots in play too, as we all know, and I personally think it is as much an investors share as OPTI. However, AIM has taught me to be cautious with seductive narratives - and to trade around the fringes at certain points, to further manage risk and hopefully maximise profit. As I commented on another board the other day, this is certainly an exciting space to be involved with at the moment! GLA.

[shrewdmole] 15/8/2020 11:25

Raf

I don’t think anybody here can give you a realistic answer tbh as nobody is aware of what Discussions or imminent deals soh or SA are discussing and who with.

I’m very bullish on sbtx as is clear to see and SA seems very confident and so far has done everything he says.

Opti though at current levels just has that feel of a rerate due as multiple retail avenues come to market. Soh comments via twitter yesterday sum it up well that their progress with the modulators is going very well and sweetbiotix could be enormous.

The seres news this week is a game changer in my view. It’s put the whole sector In the spotlight so understanding the IP value is now a consideration BUT there are so many moving parts like I say nobody can guess realistically.

Plus there’s individuals points of view.

I’m in both but hold more sbtx, nobby is in both but holds more Opti.

FWIW - my view is Opti revenues should keep growing now with the added bonus of pharma, sweetbiotix etc that could come any time.

Sbtx on the other hand. Cleanbiotix has 6 globals looking at it, my money is still on p and g. Woundcare likely to be s and n. An rns with a partner of that level attracts attention.

Add in the underlying rsp (most days the mm will take loads of sbtx off you) so something going on.

I took some 4d profits yesterday and added 2/3rds to Opti and 1/3rd here but that’s based on me already having a lot of sbtx. Just feel short term Opti has been left behind in the recent sector boost.

Either way I’m just glad to be holding stocks in this sector as the seres share reaction shows how positive this could be.

S

[manc10] 15/8/2020 11:23

opti have over six strains oh and sweetbiotix that he could have sold for 20 million years ago around 2016

[madaboutmed] 15/8/2020 11:17

Simply cannot see the double coming from OPTI. I thought this was a SBTX forum. I appreciate the holding they have but think SBTX has much wider scope and potential. Very well managed and is just getting started.

[manc10] 15/8/2020 11:14

Chr. Hansen to acquire Valio’s LGG business for €73m

[pj 1] 15/8/2020 11:09

Was it Theranos who had IP of $1.5 BILLION ?

[manc10] 15/8/2020 11:00

i own both but to compare opti to sbtx is laughable for traders sbtx for long term opti . i would love to know just 2 revenues how many boxes of slimbiome have h and b sold and hows the online shop doing thats just 2 streams that could pull a million quid

[pj 1] 15/8/2020 10:53

Ill wager any rerate for either Company comes from a tangible furure path to £££ operating cash flows

Neither will re-rate over any isolated IP value.

[jansky61] 15/8/2020 10:52

RAF
I posted on the OPTI BB recently that I think sales of SBTX products will be more visible to the market until OPTI produce an RNS or announcement with some figures. I'm no chartist but over the last 12 months OPTI are down from 67p to 57p and SBTX are up from 17p to 26p.
I believe this trend will continue at least in the short term and I'm unsure whether the recent rise in the OPTI share price is down to OPTI itself or the value of their stake in SBTX.
50/50 in each is the safe option! Good luck.

[pj 1] 15/8/2020 10:49

IP is an intangible asset as far as I am aware. It is only worth what someone will pay for it. How much are the experts and scientists paying for it currently?

How much are OPTI directors paying for it currently?

[rafboy] 15/8/2020 10:49

Thanks for all the replies folks

[pj 1] 15/8/2020 10:46

FWIW I would much prefer both Co's to enter a gentle upward trend where price volatility and spikes up and down reduces significantly, and we can all relax knowing full well both Cos are doing what they say they will do. And the Market over time prices in reasonable and justifiable metrics.

Off course Traders will not want the above scenario.

[nobbygnome] 15/8/2020 10:43

>> raf

Most definitely OPTI for me! As far as I am concerned the SBTX price is slightly ahead of itself whereas OPTI is massively undervalued. As oft quoted it is an IP company so looking just at turnover is not appropriate.

[pj 1] 15/8/2020 10:38

OPTI has retraced because the Co. failed to deliver on the extremely high expectations it set via podcasts and the use of Shareprophets. I recall well the usual suspects claiming 2 and 3 years ago that 600% Revenue growth was achievable for 3 consecutive years, whilst not one other Co could be found with such metrics. Peak ramp which added to the unachievable hype by the usual suspects who need to acknowledge they added to the hyped expectations. Who can recall the ''200p by end 2018''? And yet they still post as if they are experts.

SBTX is currently being given the Blue Sky with avoidance of any doubt. However, if the path SA paints extends then you can be sure the Market will sell it off similarly to OPTI who have failed to attract few new meaningful new Investors for a couple of years.

Debating which will double first is folly and lunacy and is nothing more than disguised ramping and/ or an attempt to seek confirmation bias.

I suspect a catalytic event will be required for both