Optibiotix Health Share Discussion Threads

[parob] 22/8/2017 08:11

A commitment from Sacco to support the funding of further developments of LP(LDL) (R), including marketing and human studiesThat is big news IMO.

[shrewdmole] 22/8/2017 08:08

if Heineken did rns!!!

guys,

50% profits
minimum sales price
very big hint that the US deal is close
(remember the go figure production concerns for the national retailer that we think have been addressed before rollout - well they've tied sacco up imho to satisfy the US rollout for LPLDL)eg the sales deal is closely going to follow.
sacco funding further work
sacoo dairy contacts

and someones asking for revenue numbers.

my guess is you couldn't even hazard a guess what this rns is worth over the coming years.

s

[someuwin] 22/8/2017 08:08

Looks like SACCO are becoming a full development partner for LPLDL, not just a manufacturing partner.

Extremely positive move.

[parob] 22/8/2017 08:04

Breaking out of the downtrend!

[elrico] 22/8/2017 07:59

SOH did say the BOD were very pleased with SACCO recently after the Pharmabio deal, which was suggested was a one-off. I read between the lines (always dangerous) that SACCO are playing a major role in the 10 nationals we hear about and more importantly, a step closer to the US MN being outed with an LP-LDL deal.

[parob] 22/8/2017 07:56

We don't have to wait for manufacturing agreements in other regions now before hearing of other distribution agreements outside of Europe.We are good to go so to speak!

[michaelmouse] 22/8/2017 07:56

Investors really do need to re-read this RNS and the one in March and then read the post above again:-



The terms are exactly the same but in markets where they have substantially less clout.

Also to repeat, if Sacco are beginning to generate meaningful revenues for them in Europe then why not say that? Just silence. Fill in the blanks. Very little revenues and no new partners in sight.

Aimho off course.

[deeppockets] 22/8/2017 07:52

I like the talk about dairy products too, possibly actimel type drinks and benecol spreads? Multi uses all with income!

[bobdown2] 22/8/2017 07:48

Wasn't riskies post full of the benefits of the different strains and their functions. The more informed posters will tell us just exactly how important today's announcement is. It is just posible that the manufacturing was the major key for the biggest profits.

[rafboy] 22/8/2017 07:48

Albany, don't be a kill joy. Sacco will make a great deal from this they are not just going to sit there. Get real.

[michaelmouse] 22/8/2017 07:46

I think those of you getting excited on the main thread should read the RNS again.

Firstly, it's just a manufacturing, supply and profit sharing arrangement with the same company that they announced back in March.

The only new bit of news is that Sacco are now also going to supply the US and the rest of the World.

Surely this is great news?

No it isn't.

Firstly, Sacco were chosen for the European markets. So what revenues and profits have they generated in Europe so far? As usual OptiBiotix don't do figures, so we can only assume they've generated s*d all revenues so far?

Secondly, and worryingly, OptiBiotix have failed to find a client with sufficient clout for these additional markets.

From the previous RNS, Sacco appear to have contacts in Europe:-

"Sacco, founded in 1934, is one of Europe's leading probiotic manufacturers and supplies raw ingredients, including some of the world's best selling probiotic strains, to over 2,500 businesses across Europe."

However, today's RNS is telling in that it doesn't mention how many businesses they deal with in the rest of the world. I'd guess that it's significantly less.

We're back to Opti's meaningless RNS's.

In fact, it is clear from the previous RNS that they couldn't agree terms with any other organization to address these large markets and have had to stick with their European partner.

"Discussions are progressing with corporate partners for the manufacture and supply of products containing LPLDL® in the US, Asian and other international markets."

In the meantime, where are these elusive interim results that will have to give the figures.

[rafboy] 22/8/2017 07:45

Massive news and how impressed must we be with Sacco and they with our product. Global means global, yes our OPTI going global!!

[belgrano2] 22/8/2017 07:41

this is a first breaking into the US market with a major supplier who is offering a large slice of the profits for zero cost to us. A cracking RNS.

[bobdown2] 22/8/2017 07:39

I like the wording. We were able to choose Sacco because. I hope that does not do away with too many of the other 30 plus companies that Opti are in talks with. Another validation of the product and posible a more visible sign of opti,s potential.

[parob] 22/8/2017 07:39

Significantly reduces the manufacturing costs, so the 50% profit going to OPTI will me much higher. Keeps things simple with much less admin. Didn't realise Sacco had facilities at different global locations - I never looked as I thought they would cover Europe only. A quick search reveals Sacco opened up facilities in Brazil just last year:



'The new infrastructure will improve logistics and enable SACCO Brasil to continue expanding the sales of cultures, enzymes and other products in order to grow its market share.
The company will also be able to improve safety and guarantee the stock and on-time deliveries for its local customers. Furthermore, the site includes facilities to make technical workshops and other events for customers and other business partners.'

OPTI must be incredibly impressed to give them global exclusivity to manufacture LP-LDL. Sacco must know they're on to a winner too.

Now the global manufacturer is in place, we can expect to hear of distribution agreements in any part of the world.

[john henry] 22/8/2017 07:38

Albanyvilla explain why they would need a minimum upfront payment. They've managed to negotiate 50% of profit, minimum pricing levels etc

[parsons4] 22/8/2017 07:38

50% of profits with a minimum selling price and a fixed cost seems a very good deal to me !!!!

[bobdown2] 22/8/2017 07:35

Product into the worlds largest market. What a cracking r.n.s.

[f3rdinand] 22/8/2017 07:35

LOL yeah why bother announcing this?? ......some people are clueless!!

[albanyvillas] 22/8/2017 07:33

Pretty worthless announcement with no minimum committment

[rollthedice] 22/8/2017 07:28

Looking good OPTI obviously have a product that others want but same old criticism of the RNS ~ how much is this worth and when will the cash start flowing?