Optibiotix Health Share Discussion Threads

[primal123] 07/10/2017 19:46

John - true, have now filtered! All the best with gofigure.

[primal123] 07/10/2017 18:13

Vanduke -elrico does a great job and I suggest that you stop with your one line comments saying that you are adding as you said you would. As others have pointed out, show us the proof then we will believe you. Do what someuwin did the other day, he said the trade he bought before it showed. You are a fraud and you are here to cause trouble as others have pointed out!

[elrico] 07/10/2017 13:20

Unluckymouse - fine, I have no issue with anyone suggesting I am wrong....it wouldn't be the first time for me to be proved wrong. However, there is a right way and a wrong way of conducting opinions, you went about it the wrong way. Just be respectful of people whatever their views.

Young Swedish model has been threatened with rape - her apparent crime....not shaving her legs. What sort of world do we now live in!

[unluckymouse] 07/10/2017 12:51

Elrico, i think you are wrong and stand by my 3 way profit share which reduces the revenues.

[vanduke] 07/10/2017 12:45

Elrico, apologies in advance. You need to step back a little from the company. You seem a little obsessives, which could cause problems with objectivity.

[elrico] 07/10/2017 12:25

Unluckmouse - What is it with mice these days...Could you not simply ask me a question, rather than take out the samurai! I have never knowingly attempted to deceive anyone in my life, either in person or on a forum. My philosophy is to be honest all the times, to be caught in deceit or a lie is to be forever remembered for it at the cost of any and all good prior.

You appear to have gone from applauding my work to hacking at it. OK, you at least proposed an alternative to the illustration I posted.

I suggest you revisit the RNS's pertinent to Nutilinea and Sacco as the first point. It is clear, or at least it is to me and believe me, I have check my facts here.

The contracted roles of Nutrilinea and Sacco :-
Sacco has an exclusive licence to manufacture and supply cholesterol and blood pressure reducing LP-LDL strain (Raw ingredients).

Nutrilinea has a non-exclusive commercial contract for the production and commercialisation of products containing LP-LDL (Products).

As stated, Sacco have a 50/50 profit share agreement in place, Nutrilinea's is less clear and has NOT been divulged to me, but it is clear to me the stated business model does not fit within the criteria you suggest, namely 3 way profit share.

OPTI as the licensee has 3 options; exclusive license, non-exclusive license or sole license. OPTI will not use the sole license because the business model is to license their patents to partners, thus reducing the significant added costs and associated risks. An exclusive license gives the licensee full rights to the products. The licensor is not able to sell rights to any other manufacturers. A non-exclusive license means that a licensor has the right to sell non-exclusive licenses to as many other manufacturers as he chooses. A sole license gives the licensor the ability to sell and manufacture products on his own, but he cannot sell licenses to any other licensees. We know OPTI have granted specific licenses to Nutrilinea (non-exclusive production/products) and Sacco exclusive for the production of the LP-LDL strain. These are very different and the clue this is not as you suggest a 3 way profit share is in their 50/50 split between OPTI/SACCO, not Nutilinea. Of course OPTI and or Sacco could, in theory pass on a share to Nutilinea, but why would they? And why was this not announced at the time OPTI/SACCO split/share was announced?

[elrico] 07/10/2017 11:47

Owen - Valid question I am sure we all would like an answer for. Could it be the so called experts (I use the term expert loosely) you speak of are waiting for :-

Development of each product(s)

Development of each market(s)

Scalability of production

Shelf life of products (will there be any wastage)

Stability of ingredients through production (temperature stable/resistant)

Need for capex (not expected)

Further funding requirements (not expected)

Market cap to exceed £100m (wait and see ;)

Visibility of revenues (possibly 12 months away from this)

Profit/loss projections (group profit forecasted YE2018)

I'm sure there are others unknowns. The above are in no particular order, but they are based on questions I have mulled over in my time invested and as each one became derisked and or less of a concern (in my mind) I increased my exposure.

I'm thankful we have not had a wave of II buying yet. I am not as well heeled as many of OPTI PI's so it has been a welcome opportunity for me to build, what is for me a sizeable stake, in fact the largest single stake I have ever had in one company....though expect this will breed into 4 in due course.

[vanduke] 07/10/2017 11:42

I continue to add.

[asterix96] 07/10/2017 11:34

You are unlucky mouse, you have just been filtered!

[unluckymouse] 07/10/2017 11:11

I have kept quiet long enough. elricos post 27819 looks to be the most cynical of attempts to dupe investors into thinking their investment is of greater value than it clearly is. Is he seriously suggesting the company are paid three times for the same products? Surely this is a revenue share agreement between all parties.

Deceitful braggart.

All in my humble opinion of course.

[mouse20] 07/10/2017 09:19

As per Parob post above, below is from a Optibiotix sponsored presentation in San Diego this coming November


As we learn more about the human gut microbiome and its functions in the context of health, we will undoubtedly identify new target bacteria for prebiotic intervention. Currently we have only a few dietary tools that fully comply with the definition of
a prebiotic as ‘a substrate that is selectively utilized by host microorganisms conferring a health benefit’ (ISAPP consensus definition, Gibson et al. 2017). These are the fructans, inulin and oligofructose, and galacto-oligosaccharides. There are, however, many more carbohydrates that can be considered
as candidate prebiotics that do not yet have a convincing body of evidence of human health benefits. There is clearly potential for discovery of novel and desirable selectivity among the various carbohydrates and polyphenols available for investigation. A synbiotic is a combination of a prebiotic and a probiotic. This can either be a complementary synbiotic where each component is independently chosen for its e ect on host health or a synergistic synbiotic where the prebiotic component is chosen to support the activity of the chosen probiotic. Most synbiotics studied to date have been mixtures of readily available carbohydrates and commercial probiotics, often driven by ease of availability. A more rational approach is to screen candidate carbon sources to support the growth of the desired target organism and expression of any biomarkers relevant to the desired health outcome. This can be taken further by utilising the metabolic machinery of a target organism to generate an oligosaccharide mixture that is highly metabolisable by that producing strain. Such a mixture might be considered to be an optimised synbiotic, sometimes known as an optibiotic. This concept works particularly well with the galacto-oligosaccharides as these are complex mixtures with the structural profile mapping onto the substrate specificity of the b-galactosidases that were used in their manufacture. This presentation will explore this concept in more detail and show how this approach has been used in the rational development of a synbiotic designed to reduce cholesterol.

[parob] 07/10/2017 09:16

OPTI/BOB RASTALL (Professor of Food Biotechnology, University of Reading) on page 10. Thurs 2nd Nov 12.50-1.20pm.

Targeted Synbiotics to Manipulate the Microbiome for Health

[owenmo] 06/10/2017 21:15

Yes, but guys, riddle me this?
How come worldly-wise capitalist (on the make) investors - say in Asia and in America - in the face if cast-iron validation and testimony, sit in the wings? What more do they want? Can the Opti programme, at these values, get any better? I ask you? Again, I ask you? £0.72p. For pity sake!

[incanus] 06/10/2017 20:04

Elrico, you just opened my eyes to a new world!

[elrico] 06/10/2017 19:05

I'm attempting to establish a revenue tree, an arduous task as OPTI pick up pace. As an example; HLH has created 3 revenue streams that are clear to me, possibly, I am missing one....licensing and or royalties dependant on the contract, but lets keep it simple for now.


Sacco set the commercial ball rolling with an exclusive licence to manufacture and supply cholesterol and blood pressure reducing LP-LDL strain (Raw ingredients) throughout the world. As we know, Sacco have a 50% share of profits and set the minimum price per kilo to prevent discounting. This alone added a 33% more to the bottomline than PREVIOUS agreement, thought to be in the high 90%. IF I understand the Chr Hansen model, their profit margin is net 28%.

As I understand it, Nutrilinea has a non exclusive commercial contract for the production and commercialisation of products containing LP-LDL (Products).

End products, HLH's LP-LDL - I believe these is a high margin lower volume on the shelf.

As I see it, EACH product on the shelf equals MIN 3 revenue streams at NO additional cost to OPTI. If we think along the lines of national type deal like HLH and PharmaBiota; if each of these has just a single product, it still generates 3 revenue streams = a minimum of 6 between them. Excluding royalties and license.

Of course when we get into the realms of multiple products from the like of TATA, then revenue streams just breed. We know there is plenty of interest from dairy produce manufacturers where I expect Sacco to come good post SSW. But, these take time to filter through, especially if these are larger corporates. Sacco had already garnered interest ahead of SSW.

The above is just the OptiScreen platform, 1 of 4 platforms and all have the same model of multiple revenue streams.

DSM has an agreement to develop new products using OptiBiotic platform and likewise, OPTI has the option to use DSMs strains. This of course is separate revenue stream to above. But, I would imagine any product development will follow a similar past to above.

[elrico] 06/10/2017 18:35

Probi figures are historical used for industry standards valuations. There is no doubting Probi has taken a beating these past 12 months, losing almost c40% of its value. Perhaps OPTI's progress is spooking their investors. ;)

[riskybusiness1] 06/10/2017 17:36

The optiscreen division alone with LPLDL has the potential to be a probi in the future especially with Sacco and the terms of the deal. The weight management, three arms to the sugar platform and the holding in SBTX makes Opti a much bigger opportunity than can be imagined at the moment..... Bened and it's psychobiotics will likely be the next opportunity that is picked up before this space explodes. From the recent RNS 'The potential for OptiBiotix to commercialise Bened's PS128 strain in Europe and the USA'. Likely Optis either eying an acquisition for this strain or licensing rights. Elricos piece from google translate yesterday... the fact Sacco are involved already tells it's own story.We don't know where this will go but my money's on a hell of a lot more than £50m.Have a good weekend all.

[imnotlong] 06/10/2017 17:04

Probi's market cap is a lot less than £500m these days. Nearly a third less. But still a lot more than Opti. So huge potential still.

[pglancy] 06/10/2017 15:51

same old mm bs games again?

[diamond fibre] 06/10/2017 15:29

I only say that because my Berendsen shares were valued at 12.50 a share I voted for more Elis shares, and now they are worth over 20 quid a share! DIAMOND.

[pglancy] 06/10/2017 15:29

According to elrico post today optibiscreen could be worth at least 4 times todays values on revenues between 20 to 30 m. There are 4 parts to the larger group, some less potential than others, even so if all could generate similar revenues in a few years time we could be looking at a $1 billion or more. Probis 500m was on 25m revenues. All v speculative yet is it outlandish. Rampish at this stage i guess.

[rafboy] 06/10/2017 15:25

I have a feeling a Pharma will come sniffing in 12 to 18 months time. Then they will sell off all the supplement bits and keep all the medical applications. It's Friday, I can dream.

[diamond fibre] 06/10/2017 15:22

True Scotty, but something like 65m plus let's say a piece of the company who wants to buy us, could tempt us?