Optibiotix Health Share Discussion Threads

[elrico] 02/10/2017 15:08

Wow - That was incredibly insensitive.

[slartybartfaster] 02/10/2017 15:05

Prob due to primals email from soh has convinced some clown soh has not been shot in vegas.

[bobdown2] 02/10/2017 14:44

We seem to have dropped into a more normal trading where the share price is allowed to go up with the buying....I wonder if the order has been accomplished...just my take on it......

[incanus] 02/10/2017 14:37

Wonderful perspective shrewdmole, thanks.

[elrico] 02/10/2017 13:48

There are a number of deals under discussion at various stages of development and these will conclude when all IP, legal, and contractual due diligence has been completed. As I constantly remind investors these don’t run to a set timetable as any sense of panic or requirement to close out quickly can affect the deal structure to the long term detriment of investors.

The headline your sent (Chocolate sales plunge by £78m) reflects the industry interest we are receiving in both our functional prebiotics and SweetBiotix with a number of key industry players. There is more to OptiBiotix than SlimBiome and LP-LDL with investors having multiple shots at goal.

Biggest chocolate brand sales losers in past year

Cadbury Dairy Milk - down £19.9 million (4.2per cent);

Galaxy - down £11.4 million (5.2per cent);

Malteser's - down £8.9 million (7.6per cent);

Aero - down £7.5 million (12.5per cent);

Crunchie - down £6.8 million (14.9per cent);

Twirl - down £5.7 million (5.8per cent);

Snickers - down £5.4 million (6.4per cent);

Kinder Surprise - down £5.3 million (7.2per cent);

M&M's - down £5.2 million (5.9per cent);

Boost - down £3.5 million (10.6per cent);

Wispa - down £3.4 million (3.8per cent).

[primal123] 02/10/2017 12:33

I asked SOH about how last week went and if we would hear an update, response:"It went very well and we intend to update the market accordingly."

[elrico] 02/10/2017 12:11

SOH did use the analogy, "healthy mars bars."

[onedayrodders] 02/10/2017 11:06

Cadbury / OPTI tie up anyone ?



Can you imagine

[elrico] 02/10/2017 10:13

I suspect the sickening news coming out of Las Vegas maybe allowing one ortw to be spooked. More than 20 dead after mass shooting in Las Vegas, where some of my colleagues are for the G2E casino expo.

[neftanikoff] 02/10/2017 10:09

time for help, come on TW bring on another " buy up to 80 and sell well beyond 100 "
by xmas.

[deeppockets] 02/10/2017 09:48

Classic early week dip, ready for positive announcements and a pick up later in the week - this has happened so often before!

[bobdown2] 02/10/2017 08:51

Trading at the moment is not reflecting the interest in Opti. Another 30k plus late buy from Friday at the mid price goes unnoticed and the sells drive the price lower and tonight you may well see another after hours buy!!! That's the trouble with aim, if you have not got a large seller then you have a large buyer !!!

[rafboy] 02/10/2017 08:45

One issue for some may be that we have seen the share price decline to the 50s and 60s even in the face of positive news. People may well think this will happen again so sell and think they can buy in cheaper. Of course at some point we will not fall back and there will be a clamour to buy back in. I think we are fast approaching that point so it has to be a hold for me.

[shrewdmole] 02/10/2017 08:41

TT

I get the feeling there are one or two that want in at a lower level so are talking it down.

after the last few rns how anyone can argue against the progress made is beyond me.

I know and appreciate some want revenue numbers, but time and again its been said soh is the largest PI here.

he is strategically building a behemoth imho.

that sacco deal was key imo to advancing discussions with the mn's. they will have wanted proof of ability to supply when the products take off.

the list of partners gets better by the week and the potential with bened has been massively underestimated.

with sbtx progress update on Thursday and everything going on here, I cant see why anyone would be negative at present.

revenues will come and when they do the growth will be electric, id rather be in now before the herds. lets not forget this still has a rather small pi base.

s

[trotterstrading] 02/10/2017 08:36

Lots of bickering on the BB recently, to be frank anyone who takes their investment advice from a BB needs their head examined. Take everything you read with a pitch of salt, DYOR and take responsibility for your own actions!Now can we get back to being grown-ups?

[owenmo] 01/10/2017 21:53

Yes Parob; newsreel after newsreel in September and great expectations for October; but will we see a share price re-alignment? The $64,000 question. Surely?

[pglancy] 01/10/2017 21:04

Just another 35 rnss plus whatever materilises from vegas from now til xmas.

[parob] 01/10/2017 20:33

In September there was news on Tata (LPGOS), Bened (psychobiotics) and Cereal Ingredients (slimbiome potential joint development partner). We also learnt that Slimbiome has an improved version and FDA registration was obtained for both LP-LDL and SlimBiome product ranges allowing access to the US market.Now what will the month of October bring?

[pglancy] 01/10/2017 20:07

Top man elrico. Much better.

[incanus] 01/10/2017 19:56

Youre on form elrico. Thanks.

[incanus] 01/10/2017 19:55

OMG which saddo ticked me down for pointing the bb was busy on a sunday? Get a live you saddo little man.

[elrico] 01/10/2017 19:49

Oh dear nimrod - you should never use the word "conspiracy" to a freemason - what next, NWO ;)

[elrico] 01/10/2017 19:45

I think it's best if we focus on the company strategy rather than get drawn into a numbers game in terms of how many national type deals or MN type deals. I accept I have probably fueled this from my past comments without the caveat of duplication of area's of interest from more than one company.

The strategy OPTI are embarking is building across each application area across Europe, USA, Asia and Australia & New Zealand - hence the visit to SSW and not specific to Vitafoods. For example, OPTI launched its LP-LDL products at Vitafoods, as well as showcasing it's SlimBiome application. At SSW OPTI launched new LP-LDL products as well as an improved version of SlimBiome, thus broadening its application areas into dairy, baked goods and Snacks, as examples. It also broadens territories(USA, Asia) where there could be a lot of news to come as and when OPTI close deals with multiple partners in multiple application areas across these territories.

So, there are multiple applications, each have multiple products, multiple partners and multiple territories, thus multiple revenue streams ranging from licensing, profit share, distribution, sales and manufacturing. If I reiterate what SOH has said; "Our strategy is to build multiple partnerships and the £3-6m is based on approx 10 national partnerships per application areas each delivering £300-£500K per year of existing products which comes from our discussions at Vitafoods, It does not include retail partnerships which in themselves can be worth £5-6m, or other application areas such as dairy, snack bars etc or partnerships with global corporates as these are more difficult to forecast both in terms of deal structure and timescale." This should give us confidence of the potential size of revenues per application and indication of the size of company.

IMHO - Everything is looking good to date and as I have already stated, OPTI have removed many of the hurdles POTENTIAL large corporates want removed, namely production capacity. The next NATURAL STEP for OPTI IS new commercial director and a commercially focused chairman. This would help focus the business better going forward. It's a stated goal, so very much on the cards and I would wager one of the positions is already from within.

[nimrod22] 01/10/2017 19:35

Lighten up Elrico, everything is not some sort of conspiracy.
My comment yesterday "I think its the endless daily hype that's wearing thin" that appeared to cause people to fall of their trolleys.
Yours today: -
"We are in danger of hyping expectations too much and this is never a good thing to do"