Optibiotix Health Share Discussion Threads

[bobdown2] 21/9/2017 18:01

As I have wrote before it is like an unofficial placing where the sells in some way match the buys at the end of the day..is it a good thing to talk about lack of buyers on just one day when on previous days we have had 100k plus shifted. And to talk independently of recent news and possibly early news in the lead up to the sugar product seems to paint an overly gloomy picture when the amount of the Evans holding is not really that big. Let's hope a little more news gets rid of the little that remains of mr Evans,s shares.

[vanduke] 21/9/2017 17:30

John Henry, it seems your assumptions may be correct. Broker does seem to have issues finding buyers for stock.

[shrewdmole] 21/9/2017 16:49

Guys a lot of institutions require a market cap of £100m minimum.

There are some that buy at lower market caps but the pool is much smaller.

I have no doubt that the research department of a few of these were asked to run the rule over Opti after the Tata and Sacco announcements.

Not saying there is or isn't interest now but it would be foolish to believe there aren't eyes looking in.

S

[john henry] 21/9/2017 16:43

Contra to what SOH says about II demand . Put simply there isn't any. IMHO Finncap are struggling to find buyers for DE stock. Hence the end of day drip drip of 25 50 100k lots

[judijudi] 21/9/2017 16:14

Another 25k dumped. I presume by DE

[18081] 21/9/2017 16:09

Won't criticize David Evans - He's the genius that powered Shield Diagnostics from 60p to over £9 back in the day..

[18081] 21/9/2017 15:56

Just enjoying our products at the moment, the shareprice will take care of itself.

Fear not - The amount I've spent on achieving the look of a toothpick, will no doubt show up in the next set of accounts !

[vanduke] 21/9/2017 15:26

Elrico, thank you for your reply. Much appreciated.However I did make reference to the 3% holding threshold in my post.I take your point on directors buying.

[elrico] 21/9/2017 15:03

Vanduke - Given your apparent holding I would have thought you would have a better understanding of the situation than me. Unless a II has bought 3% then how would we know? Who took the 600k YSF sold? It wasn't me ;) Perhaps we are all smarter than the II's, we see value where they do not. Perhaps they're waiting to see the money.....I think Nick mentioned something about this a couple of days ago. I'm not bothered about II at this stage, it would be nice if one of the Bio funds started buying, but the problem with illiquid stock like OPTI, they move the share price significantly and perhaps this is why 3+% holding are as rare as hens teeth right now.

I see your point regarding BOD not buying. However, given the raft of news items at regular intervals it is difficult for them to buy without accusations of insider dealing. You may argue the news has had little effect on the SP, but if BOD were buyers would this still stand true? SOH is the largest single holder, AR has a chunk and don't forget, there not many in the BOD, it's a mere handful.

The options you speak of, presumably Christin and Per, they are linked to strict performance targets = to £m's in sales to qualify for each tranche and don't forget, they have to buy them. OK, if all goes well the share price will be at a significant premium...a win win for all.

[zebbo] 21/9/2017 15:03

True value will always play out.
Some seem to forget that to make a market you need buyers and sellers. I get the impression some investors dont like sellers. So why have you purchased in the first place, to make a profit or to sit on a share certificate until you croak it. Nowt so strange as folk...enough said

[shrewdmole] 21/9/2017 14:57

Van

Directors have too much inside info of deals to buy in open market it would be insider trading.

It crossed my mind a while back but they are constantly in discussions about new deals so would be seen as dodgy.

S

[vanduke] 21/9/2017 14:47

I have been purchasing based merely in the innovative science and will continue to do so. I am perplexed as to why the wider market and Institutions have not picked up in this point.

[vanduke] 21/9/2017 14:41

Elrico, I appreciate your reply. Could it be that the institutional demand is simply not there?? Having looked over the RNS it seems that institutions and ex-directors have sold (YSF), yet no institution seems to have purchased or purchased stock above the 3% threshold.It also seems that no director has purchased in the open market (which would show support and faith in their behalf) yet options have been granted.These are all observations and I apologise for my ignorance.

[fathenry] 21/9/2017 13:45

vanduke, good point mate, meant to be great insti demand or so the boss has us believe, all this talk about discount, wernt the last2 placings done alot higher , about 75 and 78, now these instis are getting em at big discount to then, ok not current but after all things are are much closer to profits now, arnt they?
seems to me some on here are underwelmed but some anrnt.

[elrico] 21/9/2017 13:30

Wreckage - I agree. If FINNCAP will only take at a discount for their cut to the other party I'd tell them where to get off as well. I suppose it's down to the size of the order and discount, either way, it won't impact on my strategy.

[wreckage] 21/9/2017 12:49

Elrco,
it is quite possible that Finncap would only take DE shares at a discount and DE decided not to accept and take his chances on the open market. He has every right to do so, further more knowing what possibilities are forthcoming with Opti DE must have thought why should he sell at a discount.

[bobdown2] 21/9/2017 12:01

J.h thanks. Boring but oderly..

[john henry] 21/9/2017 11:53

IMHO Finncap are brokering the DE sales at around 67p.

[elrico] 21/9/2017 11:51

Vanduke - It's a reasonable expectation, the very point I made to SOH last week. I believe those attending the investor meeting were told SOH would or had been having discussions with FINNCAP on this very topic. Is it reasonable to expect someone like DE to approach FIINCAP? I would have thought that would be standard for someone of his stature and size of holding...I just don't know for sure. I am sure there are a few well heeled investor here that know the mechanic better than I do.

[vanduke] 21/9/2017 11:26

I apologise for my ignorance. Can the broker simply not match the seller to the institutional demand that SOH had alluded to??

[fathenry] 21/9/2017 11:03

bit of meat on that one bob, i take it no reply from others, the answer is no until the rich bloke has been done and dusted

[someuwin] 21/9/2017 10:55

...When a stock is being held back because of an overhang (i.e insti selling or placement stock to work through etc) that is often the best time to buy.

Once the selling stops - the stock will often rise fast.

[fathenry] 21/9/2017 10:47

dont kniow about amer , remember lookin in when it was about 30 and seeing mar with some arty farty stuff, never looked again.
tell me something would all you buy optibio today knowing that the rich bloKe is offloading.now be truthful, yes or no and no porkies.