Optibiotix Health Share Discussion Threads

[f3rdinand] 31/7/2017 12:30

I have a sell order set for £2.50 just in case we get a £5-7million deal announced while I'm on holiday! ;)

[incanus] 31/7/2017 12:28

I have a buy order set for 64p just in case of no news tuesday.

[f3rdinand] 31/7/2017 12:04

Very interesting that the sell price keeps rising- even though there have been more sells than buys today!

Also interesting how many shares the MM's are willing to take off me! Hopefully indicates a sea-change where background buyers are in control rather than sellers! Fingers crossed!

And now another 18k sell yet the sell price has gone up slightly! Just a shame there's no buyers as could see a big uplift!

[rafboy] 31/7/2017 10:24

We are meeting somewhere else but I don't mind Truro.

[europa79] 31/7/2017 10:14

rafboy, you don't sound like you want to stay Truro to yourself!!!
:)

[rafboy] 30/7/2017 19:05

Aardvark, I have sent you a pm via advfn.

Zedder, next time you are down south. Take care of yourself.

[aardvark63] 30/7/2017 15:00

Sounds good rafboy. I am only 7 miles from Truro

[zedder] 30/7/2017 14:38

rafboy,
I couldn't be much further away whilst still being in the UK (for now if Wee Nippy has her way!!) as I finished my career at RAF Kinloss (made redundant when they chopped up the new Nimrods). Live in Hopeman not far from RAF Lossiemouth.

[rafboy] 30/7/2017 14:03

Aardvark, zedder we must arrange a meet. May be in Truro.

[parob] 30/7/2017 11:48

Good to see Lactobact LDL-Control already listed for sale on other websites other that HLH's own site, slightly cheaper too (Euro37.03 against recommended retail price of Euro39.90):

[parob] 30/7/2017 09:16

Vane Percy (OPTI's PR Company) on Twitter:@johnycassidy suggestion for BBC TV: Stephen O'Hara, OptiBiotix - developing/selling (globally) food ingredients to modulate the microbiome

[rafboy] 29/7/2017 22:38

Lots of ex St Mawgan here it seems.

Aardvark, we were there at the same time. I was there 95 to 97 as OC SSS. Yes, be good to meet up.

Zedder, did a few trips on the mighty hunter. Are you in Cornwall?

[zedder] 29/7/2017 19:44

I was at St Mawgan April 86 to July 91. Nav on Nimrods.

[aardvark63] 29/7/2017 18:41

OT. rafboy, I served at St Mawgan between 91 and 97 but finished my career at HQ STC in 2003.Would be good to catch up sometime.

[neftanikoff] 29/7/2017 18:33

Monkey, i note that you are a PREMIUM MEMBER and as such you are able to red tick post's down, how very convenient for you.

I daresay if we all were allowed to vote down as well as up, as you are able to, your post's would be attracing RED ticks well into double digits.

I should still be interested to see what you come up with by way of a ramping post, your style, over to you.....

[neftanikoff] 29/7/2017 17:57

monkeywench1, you keep going on about ramping on here. I don't see it myself. I do see some Posters who repeat themselves on the positives, which is no great harm.

The business definition for ramping is as follows : -

"the activity of giving dishonest advice about buying shares in a particular company"

Can you please highlight the postings, which adhere to the above.

[incanus] 29/7/2017 17:10

Slarty, different markets different percentage royalties. Likely riskybusiness and elrico are right.

I wont be home, based in Scotland with work.

[slartybartfaster] 29/7/2017 16:01

I think i have part of the answer from a cut and paste from a pdf elrico sent me a while back. Hope you dont mind elrico :D

Im still a little confused because elrico says royalties are 10% top end? and i think riskybusiness said they were 15 or 17%.

This stuff below is from march by elrico and we can now see this is being played out with HLH which parob expanded on. Presumably the same with the new zealand deal.

cut and paste
Sacco is granted an exclusive licence to manufacture and supply Optibiotix's cholesterol reducing strain, LP-LDL®, in Europe in return for 50% of
the profit with a minimum price per kilogramme to secure against
discounting, as well as Royalties from the sale of higher value white label
formulations, and branded products from consumer healthcare and
pharmaceutical partners. LP-LDL® will be supplied by Sacco as a raw ingredient
to food, beverage, consumer healthcare and pharmaceutical partners to be
incorporated into a wide range of final formulations and presentations. These will
be subject to separate license agreements creating the opportunity for multiple
revenue streams at different points in the value chain.


further down in the same doc

Licensing Model
Optibiotix license a strain to the manufacturer who has the license to
manufacture and distribute the ingredient for a 50% of the profit. This is similar
ProBi’s functional food model above, but Optibiotix have a higher margin.
Optibiotix also license the strain to producers who will buy the strain from the
manufacturer and incorporate it into their own products using their own brand
and in house capabilities. They will license the IP (patents and trademarks) and
pay royalties on all products sold. Optibiotix will also partner to produce products
incorporating ingredient in different formulations for different markets (e.g.
health ageing) and presentations (soft gel, hard gel, capsules, tablets etc.).
These tend to give lower percentage royalty levels (7-10%) as Optibiotix’s strain
is just one component but have a higher net price giving a nice return.

This is similar to ProBis consumer model where we would expect to see these products sold online by consumer partners and in retail outlets like Wholefoods, Boots, and Pharmacies etc. The overall aim of this approach is to appeal to as wide a
range of partners and access as wide a range of channel outlets as possible. This
takes longer to develop than a single license deal but spreads the risk and tends
to give higher returns over time. If one area is progressing faster than the other
e.g. on-line sales, then the focus on that area to progress. Deals will require LPLDL ® or Slimbiome® trademark to be shown on all products building up the
brand (e.g. Intel inside). Optibiotix will support this with further human studies in overseas markets and extend the application areas. If this works well the
company should be able to build up revenues in the £20-30m region in the
future giving a valuation for Optiscreen division alone under current industry
examples in the region of £200-300m. Perhaps this seems wishful. However,
ProBi’s valuation of £500m at today's value on £25m sales in 2015 accounts.
Valuation on Probiotic market on 10-20x industry .

[slartybartfaster] 29/7/2017 14:37

Parob, Very encouraging, thanks. Does this mean HLH have exclusivity to supply german pharmacies and can supply netherlands and austrian pharmacies as well as online customers use their site from anywhere in europe? If this is the case then the HLH deal is bigger than the market currently thinks it is. So 2 revenue streams, sacco supply HLH. If i understand elrico correctly, OPTI see 50% profit share from sacco and something like 15% of revenues? Is the £300k from sacco or HLH or a combination?

[pglancy] 29/7/2017 14:22

Monkeycoward, i see not point with this exchange because you have shown you cannot back your ramp allegations and twist questions into allegations of crying like a baby. I think it safe to assume you have no credibility, so i will follow the lead of all the respectable contributors here and filter you. Bait away because i wont see your posts now.

monkeywench1
29 Jul '17 - 12:17 - 25361 of 25363 0 0 (Filtered)