Optibiotix Health Share Discussion Threads

[parob] 30/6/2017 18:57

Cheers Primal. I wonder what the 'and more' refers to. My guess is a move into the cognitive space amongst other things!

Found this article today:

Global microbiome market to triple by 2022, with France a primary driver
By David Anderson, 29-Jun-2017

The global microbiome market is forecast to nearly triple in size to €0.44bn ($0.5bn) by 2022, according to a new report, which pinpointed France, Israel and the US as market leaders.



Worth reading the whole article, the UK is also mentioned!

[elrico] 30/6/2017 18:30

"Typically we look to includes sales targets with minimum guarantees and penalties if a partner fails to perform. This normally requires the distributor to carry out a market analysis which informs the numbers."

This reinforces why I feel OPTI will be able to offer revenue guidance once they reach critical level of commercial deals. We first learned of "minimum pricing" during the SACCO deal. I also suggested on this basis nonperformance as per contract, probably had penalties built in to protect OPTI. Thanks to Primal, this has been confirmed.

Very confident for the future.

[primal123] 30/6/2017 18:19

No problem, just need some patience. SOH must be working so hard so let's wait and see!

[elrico] 30/6/2017 18:12

Very encouraging. Thanks Primal, much appreciated.

[primal123] 30/6/2017 17:56

I asked SOH about the skin share distribution and the other deals and as Elrico suggested a focus on interest from Vitafoods. Here is the response:"All going well with a big focus on converting the high interest from Vitafoods into commercial deals and trying to make sure that whilst we push to get them across the line we don't compromise on deal quality and create problems for the future. Typically we look to includes sales targets with minimum guarantees and penalties if a partner fails to perform. This normally requires the distributor to carry out a market analysis which informs the numbers. Given the high level of interest and that Per and Christina's only joined in March ( we announced their appointment on contract signature in Jan but at executive level 3 months notice is standard) I have had to provide a level of support which has impacted on the detailed discussions with SBTX share distribution. The Skin distribution is quite complex but I am steadily making my way through the tiers of regulatory, legal, and tax issues with advisors and hope to have something in place in the near future. I cannot comment on specific deals but am excited at the level of interest in SlimBiome beyond GoFigure and Tata. Please feel free to share with other investors and hopefully we will have news on all the above (and more) in the near future. "A bit of patience is needed.

[elrico] 30/6/2017 15:43

Jestercat - "I would like"...I took the comment to mean SOH was hoping to have news by the AGM (He didn't get it) "return value in SBTX which is a complicated process but I believe achievable." tax efficient way and qualifying & ex dates and mechanism and agreeable time-frame with SBTX.

[neftanikoff] 30/6/2017 15:21

Now, here is a share, just a tiny holding for me and note, i am not tipping it now, as it has come up a long way this year. It has m/cap of £51M, similar to OPTI. However, it is making profits and not listed on aim, but the main market. And has it's Skinny tanning product sold in Superdrug, as well as other products. A 52 week range price of 62p to the current high 415p . And so it has been a bit of a roller coaster. The share of which some will be aquainted with is as below. I am not going to make any other points, apart, at the moment given the m/caps of the 2 and available products in one already selling well and the terrific share price rise, i have slipped up in backing 1 more than the other.


Innovaderma - IDP, went operational in 2014. Featured Skinny Tan on Dragon's Den and two dragons invested. Fast growing global skin care brands addressing huge markets. Innovative, cutting edge and clinically proven. Trading profitably, cash in the bank and sales growing across four continents.

IDP shares are listed on the main market of the London Stock Exchange (not AIM)

[diamond fibre] 30/6/2017 14:34

It looks like we will be drip fed the shares.

[jestercat2] 30/6/2017 14:28

Elrico - thanks very much - appreciate your update.

Maybe just me, but I do find the phrases 'like to be able' and 'believe achievable' less than 100% reassuring in this quote:

"I would also like to be able to announce our plans to return value in SBTX which is a complicated process but I believe achievable.

It does seem less than a certainty. But either way I'm in for the long haul and expecting great things.

Cheers

Jestercat

[kipper1960] 30/6/2017 14:13

Could be that the mechanism for distributing the free shares IS already sorted but they are waiting for the SBTX share price to rise before initiating the handout

[elrico] 30/6/2017 13:01

Jester - as flattering and important as makes me appear, I would stress I DO NOT have BOD ear. SOH has been very gracious with his time with me, that is true, but the purpose was one of fact checking the editorials in Someuwins headers (OPTI/SBTX). Last contact was 9th June, when SOH asked if I would be at the AGM. He also commented as follows.

"I have worked with distributors for years and they can be very difficult/disheartening so was pleasantly surprised at Vitafoods at the high level of interest in both LP-LDL and SlimBiome and can start to see a clear path to revenues of £3-6m+ per year for each of these in the not too distant future. As many people will tell you from my presentations I explain I don’t reveal margin and costs as from experience this then sets a starting point for other deals, which then become lower. This creates a risk that each deal is less profitable than the previous."


"Everything is building nicely and whilst there are no guarantees this is looking very promising and I would like to be announcing a number of deals in the forthcoming weeks and months. I would also like to be able to announce our plans to return value in SBTX which is a complicated process but I believe achievable."


Feel free to share as this contains no market sensitive information

Unquote; as you can see, there is one line about SBTX. It seems to me the advisors have still not got there heads sorted out as far as the SBTX shares are concerned, because as far as I am aware, SOH was not able to offer anything new on the matter at the AGM.

I have always maintained, OPTI BOD are not to blame for the news blackout, the time this has dragged on. They are rightly getting on with the commercial side of the business, which is right and proper as this is far more important and beneficial to all. However, JJ is quite correct, the longer this goes on the perception negative on OPTI and we all know a negative perception can be damaging.

[jestercat2] 30/6/2017 09:22

Elrico - I believe you have the ear of OPTI management. Have they grasped the shareholder frustration with the whole SBTX/free shares fiasco? Have you any clue as to if/how/when they are looking to resolve it? Thanks.

[neftanikoff] 30/6/2017 09:09

I dont think it will go away and should not be just discarded as of not being important. I saw SOH on April 1st and asked him "isnt it going to be complicated to do these free shares" and whilst it is a bit hard to remember exactly his reply, he i am sure left me with the impression that it was going to be relatively easy thing to do and was a bit dismissive, maybe his advisors at the time thought it was going to be easy.

[1bokke] 30/6/2017 08:59

Totally agree JJ, this does need putting to bed. The problem for SOH with this is the Perception of credibility, I say perception because up to now the company has performed in line with his forcasts, and he has shown himself to be a man of his word.. I don't doubt for one minute that whoever advised him would have been bullish about the timeframes however any II looking to put money behind the company will see things like this and it can raise doubts about other areas where no doubt should exist..

[neftanikoff] 30/6/2017 08:35

i agree with your above post judijudi.

[judijudi] 30/6/2017 08:17

Opti personell have nothing to do with this. Presumably opti staff are doing their jobs for Opti
Get the house broker to do their job. They must have advised on it. This is their baby, presumably?
Soh should get them to sort the bloody mess out one way or the other. And quickly. Soh must have taken advise from someone. That someone should be doing the job. Not Opti staff
imho

[shrewdmole] 30/6/2017 08:11

Jj

I agree - if they had more personnel!

So on the basis they don't and the trigger date has passed anyway then I'd rather them be looking forwards and sorting new deals than backwards to clarify something that will come out in the wash anyway.

Maybe they could give the accountant a mandate to resolve it as it sounds more of an issue with regards compliance than anything else.
In the meantime let the directors get on with rolling this world class lpldl strain out whilst we have the advantage.

S

[judijudi] 30/6/2017 07:47

I agree and disagree
I personally am invested for the long haul in opti. Potentially a life altering share
Soh has done all he has promised
Other than
The sbtx spin off which has been handled at best poorly
It needs sorting as it's tainting Opti
Get it sorted quickly one way or the other and then let's move on to greater things
Only my opinion

[shrewdmole] 30/6/2017 07:11

Risky - well said.

First world problems and all that....

Everyone is debating how badly handled the distribution of FREE shares is in a potentially multi million pound business.

There are companies all over aim that have accounting issues, are frauds and/or will never get their product to market or make a profit.

Opti is not one of them.

It's well run, has strict cost controls and has ground breaking products that are already on shelves. All manufacturing costs are on others so as we ramp up margins increase.

Can we stop moaning about Sbtx shares as its done now so it doesn't help and tbh id rather soh and te team were spending their time tying up some of the 30+ deals and getting us a major US partner than worrying about Sbtx.

That will happen in time.

Sm

[riskybusiness1] 29/6/2017 15:49

The focus probably was to get the ipo off without a hitch, but to be fair on the scale of things that is far more important than the mechanics of redistributing shares to us investors. If the ipo had not gone smoothly this so called mess would be a whole different story.

[joyjoy13] 29/6/2017 14:35

P.s.
Or come back when over a £1 and join the party.

Above opinions not to sound arrogrant, just to be honest , my perspective that's all.
GLA

[joyjoy13] 29/6/2017 14:33

The freebie shares...
Hindsight a great thing hey...
Been a bit of a mess, granted....
just a matter of time again, hopefully be sorted.

If your here long term it's not a problem.
It's a share/shares that need time.
If folk didn't do their research and hopped on board via local tipsters...well...sorry..this might not of been the share for you, that's all.
It's a long termer on the simmer, coming to boil...but takes time.

Patience and confidence required or leave this share alone...

GLA just MHO

[joyjoy13] 29/6/2017 14:24

The go figure diet,
I take on board the valid points of view expressed above, wholeheartedly.
My experience was it stopped my sweet tooth snacking within days and that was quite a dramatic revolation to me as a chocoholic! A move in the right direction for me to think..hey...there's something to this diet so I shall continue.
With regards weight loss, yes, small if just compared over seven days but it was a loss. Then over the three week course, wow factor territory...it really works!
As I'd said previously, it's just a taster but I definitely felt and saw a difference within just one week so I was hooked.
I have to admit I've still lost that sweet tooth. I still have the bars occasionally when I fancy a snack. And the odd shake when I've been out dining to rein in the calories. I dropped two dress sizes from 14 to 10 and I've maintained that.
No longer crave chocolate, just have it as a treat occasionally. So this stuff definitely works.
So the Gvoucher route a great idea IMHO.
I still feel as confident as ever, we just need solid figures and then the outside world will start to believe in us, it's understandable . We're still a company on AIM and given the fact AIM is no longer " investing" but a flippin casino...it's bound to put the less adventurous low risk punter off until they see the dosh!
Just my humble opinion.
Agree, not psychologically good to see two of my three holdings here in the red but, as I said, I still have confidence in the company and SOH. Time will tell, happy to wait.
GLA

[elrico] 29/6/2017 14:17

Like it or now, IMHO it is a fiasco for the reasons I stated. We knew there would be a SBTX IPO for months prior and we also knew the intention was to reward LTHer's for their support and patience, etc. For me the fiasco lays at the foot of OPTI advisors because they should have had a strategy in place. It is my belief the advisors priority was getting the IPO off without a hitch, obtaining their fat fee and worry about the mechanics later. With hindsight, we now know...OK suspect this is in part had a negative impact on both OPTI & SBTX share price because 2 months on we are no closer to learning the outcome. I grant you OPTI small BOD have more pressing priorities commercializing LP-LDL & Slimbiome - of course that is a given, I have made this point myself several times. I suspect OPTI's BOD are working round the clock and drinking gallons of coffee to speed things along. I have every faith in the BOD; the investment facts have not changed, they are indeed compelling.