Optibiotix Health Share Discussion Threads

[1bokke] 20/7/2017 16:11

If this finishes blue I might just have an ice cold go figure beer tonight...(b)

[joyjoy13] 20/7/2017 14:38

Elrico
Nothing wrong with Vikings...
Ha ha

[neftanikoff] 20/7/2017 14:27

Someuwin, as you will know and be well excited about, IQE up 20% now over 100 (wow) now when is this opti going to follow suit and emulate the aforementioned?

PS Jch18, actually in their statement today IQE say that it will include £1M of license income along with the £70M of revenues in the first half. The CEO uses the same lingo as SOH in a way as like OPTI, IQE has " multiple high growth opportunities"

[elrico] 20/7/2017 12:58

It was mentioned at UKI by SOH and some that attended posted comments. Also, SOH has mentioned the possibility during interviews. However, I am not sure if this was specific to OPTI and or SweetBiotix.

[jch18] 20/7/2017 12:42

The business model is good, which is more similar to ARM than IQE. IQE do not license there technology, which is what ARM and OPTI do.

I have been watching the share for a while and finally took a small dip as the charts look bullish. Will see how this develops.

[imnotlong] 20/7/2017 12:31

Interesting. I had not picked up on the actual timing of a possible sugar flotation. Where is that from? I only picked up on the 1st generation sales hopefully being late this year, early next. I take that to be next year.

[elrico] 20/7/2017 12:15

As far as I'm aware there is "intent" from BOD. SOH has stated his desire is to demerge SweetBiotix late 2017,early 2018 to capitalise on chancellors sugar tax and global markets opening up for OPTI's non digestible sugar fibre, which by the way has functioning properties unlike anything out there now. There will be a change to SlimBiome ingredients because the sugar content will eventually incorporate SweetBiotix at some point, this was inferred not actually stated. It would be a natural fit of course, so therefore a no brainer. Don't ask when because have not a clue.

Before all this of course, OPTI MUST protect it's new invention by protecting it, so new patent filings first. Only then can OPTI start commercial negotiations with confidence because corporates will almost certainly attempt to bypass the IP.

Will there be a commercial deal ahead of the IPO? Probably NOT. My guess is OPTI will list OPTI or SweetBiotix on NASDAQ this time (I have NOT been told this by SOH, he has intimated the possibility) because there is a much bigger appetite for this type of IPO and would add significant value to OPTI and SweetBiotix as well as open up far more opportunities for SweetBiotix.

To pre-empt the next question, will OPTI be devalued once SweetBiotix is demerged? No because I am sure OPTI will retain a sizeable chunk of the SweetBiotix IPO and I suspect SlimBiome and LP-LDL will be much further down the commercial tract to allay any perceived devalue. I also expect BOD will have learned from the SBTX demerger by knowing in advance the best way to release value to shareholders in the most efficient way. Part of the problem has been time constraints as SOH prioritises commercial negotiations ahead of sifting through AIM and tax reg related to SBTX shares. I expect he will have gained a great deal of insight and be better prepared next time round.

[kipper1960] 20/7/2017 12:13

someuwin - congrats with your l/t position in IQE which has clearly been very profitable
for you. You obviously have the skills to identify great long term investments, if IQE and OPTI (hopefully) are anything to go by. So, cheeky request, do you have other, similar stocks in your portfolio that have not yet reached inflection point?

[imnotlong] 20/7/2017 11:14

Elrico, re the sugars(fibers)and possible commercialisation at the end of this year or beginning of next. Do you have a clue as to whether this is 'proper' commercialisation with non connected parties or just incorporating them into say their own 'gofigure' products to gauge market reaction for a protracted length of time.

[elrico] 20/7/2017 10:54

Defo a man during the week.

[loungeact] 20/7/2017 10:38

...I thought Judi was a man?! Well, first I thought female but if I remember correctly, didn't Judi come out as a dude recently? lol - sorry if i'm wrong :)

[incanus] 20/7/2017 10:25

More of the same here soon. The signal for the wait being over maybe the accumulative effect of the smaller deals being announced before 2018 begins. With the race for new year tips and one bb deal.

Judi sorry about my typo yesterday, ws on the move and cant edit via mobile. Us girlies should stick together.

[neftanikoff] 20/7/2017 09:38

Thanks someuwin, you surely picked a winner and the ps YES, definitely

[someuwin] 20/7/2017 09:28

Neft - IQE flatlined for a long time before take off...



Even though it was obvious to those of us on the thread that their time would come.

You just have to wait for the inflection point. Hopefully OPTI's time is soon.

Incidentally IQE are inside most high tech devices but most people haven't heard of them - they make the complex wafers that make the chips that power the devices (including the new iPhone 8). Much the same way that OPTI make the strains that will be inside the products the end uses buy. Similar business model and hopefully similar share price reaction at some point.

(p.s If you have holdings in more than one stock it makes the waiting a whole lot easier!)

(p,p.s - still an awful lot more to come from IQE over the next few years - think long term)

[neftanikoff] 20/7/2017 08:13

drago, IQE up another 7 today on increased revenus and it makes a decent profit (to account for the m/cap), only within in the last year or so did the share price take off, did this coincide with the company making profits? i'm attemptig to see if there may be a timing comparison with OPTI ?
PS, i am miffed that any decent rise in OPTI is met with ? selling, eg 100k yesterday.

[elrico] 20/7/2017 07:55

From HLHThe product will be available from calendar week 30 - from 24.07. Can be ordered via our online shop.

[drago] 20/7/2017 07:42

neft
been in iqe for years and often compared it to opti.
a loooooong agonizing wait, lots of good news met with selling and shorting. just like opti.
then one week , the penny drops with mr market, then its all been worthwhile.

the top ups in the miserly iqe 20p s followed, by yet more falls and more waiting.
just like opti this last while imho.

[elrico] 19/7/2017 21:06

Joy - not the best idea you've had. If SOH had any idea what I looked like I think he'd have a restraining order put out on me. Granted, golf attires makes me look a little more civil, presentable if you will, than my usual attire.

[joyjoy13] 19/7/2017 20:54

Thanks to this bulletin board for all comments, just had a good catch up session. It's great information gathering and debate, one of the best discussion boards I've ever encountered!

Hey, Elric
Why don't you invite SOH and co for a round of golf?

Used to be more deals and gossip done on the golf course than the board meetings...
Chuckle!
Count me in as a caddy!

GLA

[elrico] 19/7/2017 20:40

...as long you're not playing golf ;-)

[judijudi] 19/7/2017 20:20

Sanguine even :)

[elrico] 19/7/2017 20:07

Parob - The signs are Sacco are eager to crack on post Vitafoods. There appears to another 9 national partner type deals similar to Pharmabiota deals in the pipeline. These don't take as long to conclude. Then we have the larger £3-6m pa deals, though longer to negotiate due to size and territory. I wouldn't be surprised to see the revenue pipeline to be a double digit figure by CYE. But as you say, for fun I'll nail mine guesstimate to 13 including Tata.This includes retail listings SOH suggests could be worth £5-6m pa.Perfectly relaxed.

[lukead] 19/7/2017 19:29

This troll talking trades is so ill, only posting bear stuff on one share in which he does not have a position. Stuck watching the screen all day long. Seriously talking trades, if you saw someone such as yourself obsessed with as you are with opti, what would you think of that person?You might be off your rocker and I don't think I'll get a sensible answer, but hey ho. I trust nevertheless you will consider yourself a first rate troll, you are not in a position to reject that premise.

[parob] 19/7/2017 19:28

Well looking on the bright side that 100K sell has given investors the chance to buy sub 64p again, just before the real fun starts. I remember in one of SOH's interviews he stated that he would be looking for about 20-30 distributors per region.Here is the list of announced revenue streams so far:- GoFigure- Sacco- HLH BioPharma Vertriebs GmbH - Nutrilinia- PharmabiotaWe know both Sacco and Nutrilinia will be introducing partners to OPTI.So 5 in the list currently. JUST FOR FUN, how long do you think that list will be at the end of this year? My guess is 17 as I believe that announced deals will accelerate post Vitafoods.Winner to be announced at the close of trading on Friday 29th Dec!!

[judijudi] 19/7/2017 19:25

3x 10k are buys???
60k wipes off £140k of the market cap??