Optibiotix Health Share Discussion Threads

[john henry] 13/12/2016 15:10

Clues in the interview as well Elrico.

[elrico] 13/12/2016 14:42

Ironman - I don't blame you for your cautious attitude, I have learned never to count my chickens, especially when there's a fox lurking about. Unfortunately, (fortunately - depending on your view)OPTI seems to word their RN's in a certain format leaving clues and in some cases. The art for reading between the lines can be fraught with dangers of allegations of "ramping" when a holder offers an opinion, even when it NOT dressed up as a fact. I know you have not called anyone a ramper - I am making a general comment.

SOH stated the company were at a "late stage" of negotiations with 6 companies. OK, we need to define "late stage?" and what is the difference between "late stage" and today's news? IMHO OPTI are strapped down by NDA agreements so have to use sentences like, "The aim of the Agreement is to develop weight management products containing SlimBiome® technology in a range of foods and OTC products which, if successful, will be launched into the Asian market in the second half of 2017."

This suggests to me financial agreements have been agreed and now both parties can move forward and develop products for specific markets which will be divulged at a later date. IMHO a done deal across multiple OPTI IP platforms. To be clear, I am NOT saying I am correct, it is just my interpretation of the RNs.

[alanrussell] 13/12/2016 14:15

someuwin post 8019 31st Dec 2015
"OPTI will be a star performer in 2016."

Price now down 25%.

"Hugely exciting" at least gives scope to be true up or down!

I'm a holder - just don't like ramping.

[someuwin] 13/12/2016 14:04

Even more confident about my large OPTI holding after today's news.

2017 will be hugely exciting for this stock.

[scotty1] 13/12/2016 13:07

Snippets from HSR update on todays rns

"The word on the street is that the partner is India super multinational Tata"

" The knockers said “jam tomorrow won’t happen”. Today the first of the six deals was announced and it is massive. More will follow"

"The shares are 66-68p and a buy at up to 80p with a target to sell of 100p+ as the market starts to digest (pun, geddit?) how big this news is."

[ironman22] 13/12/2016 12:44

I think some people on this thread don't like it very much when some people point out that not everything is perfect and will work out just how they would like it. Don't get me wrong i like OPTI and i think they have a lot of promise but i prefer to keep my feet on the ground and not count my chickens before their hatched. A classic case in point would be a quote from this morning " Today’s news tells us about one of the potential partners, so at least five more deals to come” like they’re a done deal! This latest deal may well work out and i hope it does but it also may not, only time will tell.

[f3rdinand] 13/12/2016 12:39

2015 was the year that OPTI emerged2016 was the year that OPTI built its foundations...2017 will be the year OPTI really starts to flex their muscles! A very exciting share to be in medium and long term! We just need one product to be a major success from the multitude of divisions to have a scarily large market cap! Keep hold of your golden tickets IMO

[colinzeal] 13/12/2016 12:38

why doesn't someone just level a bid for this company and have done with it?

it's all piecemeal updates and what if and maybes atm.

[parob] 13/12/2016 12:38

Well in this morning's interview SOH did say the corporate's name would be well-known to investors...

[john henry] 13/12/2016 12:31

If Tara Elrico then that is a massive signing. Also looking at cardiovascular and sugars. Mmmm will be huge.

[1bokke] 13/12/2016 12:29

Elrico, that would be bloody fantastic! Not wishing to sound like a doubty thing but how reliable is this street?

[bernieboy] 13/12/2016 12:11

Elrico that would be massive!

[elrico] 13/12/2016 11:58

The word on the street is that the partner is India super multinational Tata.

[riskybusiness1] 13/12/2016 11:38

1/6 companies down. So opti have just signed a deal with a mn with billion £+ revenues to sell slimbiome across Asia. If anyone hadn't noticed slimbiome is currently being sold already....the risk for this deal on the product is all but non existent. The use of the words 'if successful' most likely instructed by the regulators. Late 2017 it says for the £££ which isn't very far - wouldn't be surprised if this is sooner as there is not much to develop on this product. So next year, multiple cardiovascular products, slimbiome increasingly become incorporated globally, go figure growing into the £4,5,600k p.a region, existing deals such as dsm coming to fruit, skinbiotix ipo and 5/6 companies still to sign. Starting to pick up some commercial traction, great news today for weight management division.Slimbiome is the lowest in regards to tech spec within the opti locker. Hence how it is on the market now. The fact a mn has just agreed to take it to Asia says a lot about what we should see in the future when the cutting edge tech comes to market. Prospects far outweigh a 64p mkt cap. Next year I can see opti really turn the burners on

[bernieboy] 13/12/2016 11:18

JH I agree that recent selling has been from PI's too. I just think that people need to be more patient when investing. We have all always believed that the real gains here are for the longer term holders. If the science works as it appears that it does then this is the making of a giant. Sky's the limit. Another great tie up today but as has been said on numerous occasions until we see revenue details the market reaction will be muted. I think we may well see further gains on the back of this in the coming weeks though. MN's don't sign agreements with small players for the fun of it.

[john henry] 13/12/2016 10:41

Bernieboy I'm not saying all the 5/10/15 daily sells are from the same source. However there is a pattern that's been going on for some weeks. Imho the institutional selling completed weeks ago. The markets muted response today maybe be down to the fact it's another JV development deal. We have seen these before which up to now have produced nothing.

[1bokke] 13/12/2016 10:30

Not telling us what we don't already know but its nice to see the same findings being replicated and in a relevant region..http://mobile.nutraingredients-asia.com/Research/Probiotics-may-promote-weight-loss-and-reduce-BMI

[bobdown2] 13/12/2016 09:55

Thanks someuwin...nice perspective

[elrico] 13/12/2016 09:52

I don't mind if I do have some of this "jam tomorrow".

Isn't it the idea to get into an growth story AHEAD of the larger crowd in order to reap the best rewards for the patient investor. If you wait for the jam production you will not reap the major benefits. Risk - reward!

Asia Pacific

Over the past ten to fifteen years, sales in the global nutrition and supplements market have seen an unprecedented growth. In fact, according to a new market report published by Persistence Market Research "Global Market Study on Dietary Supplements: Botanical Supplements To Be The Largest Market by 2020," the global dietary supplements market was valued at $109.8 billion in 2013 and is expected to grow at a compound annual growth rate (CAGR) of 7.4 percent from 2014 to 2020, to reach an estimated value of $179.8 billion in 2020.

[someuwin] 13/12/2016 09:50

29/11/16 "...late stage commercial discussions with six commercial partners across its technology and product platforms."

Today's news tells us about one of the above partners, so at least five more deals to come.

Plus from today's interview we know that today's JV partner is also in talks about cholesterol and sugar products too.

i.e loads of announcements and product launches to come in 2017.

[bernieboy] 13/12/2016 09:49

Well one of the 10ks yesterday was mine. Not because I wanted to but I needed the cash elsewhere. Still well top heavy here and more confident than ever after today's announcement.

[john henry] 13/12/2016 09:41

Imho the daily seller (5/10/15 k) is a PI with a large holding rather than an institution.

[john henry] 13/12/2016 09:31

I guess the positive day last week and increased buys was peeps in the know. Bidding is actually the same as late last week so no real change from today's RNS.SP is still being held in the downtrend which is approaching 14 months by year end.Seller still in the market which is a huge drag.

[1bokke] 13/12/2016 08:50

This is a good announcement for long term shareholders and lays the groundwork for another rns in Q2/Q3 for this particular agreement. It is too early to call yet but we may be seeing the foundations layed here for a conveyer belt of product launches throughout 2017. As for immediate revenues, don't forget that the last time it was announced, the much maligned quiet go figure launch was producing revenues of appx £300k pa, this number may be quite a bit higher by now...

[nashwan123] 13/12/2016 08:46

Scotty
Exactly that's why protracted time spent on due diligence.