Optibiotix Health Share Discussion Threads

[trotterstrading] 24/1/2018 20:36

That's right Elrico, the majority of PI's probably think more Jam tomorrow, but commercial discussions will already be at an advanced stage, I imagine DSM and Sacco are all over Sweetbiotix. Exciting times. The can't wait for the 'game changer' to land. What a day that will be

[shrewdmole] 24/1/2018 20:29

Alan

You kind of beat me to it but I don't agree with acquisitions for the sake of it.
Opti have the patented tech in optibiotic to identify the strains.
Strategic tie ups or a possible stake in bened would be progressive.

Opti will get to the market cap on its own without dilutitive acquisitions and by that I don't mean financial dilution. I mean we have more to offer than many other companies and are tbh at the forefront so any acquisition dilutes our effective position.

The reason I said you beat me to it is I've had a couple of meetings today with hnw clients (one said he has €1m sat there doing nothing so what do I suggest) (sorry remember I do land and property) so I said it's a curve ball but look at Opti and spelt out the virtues.

His response was he knows about Opti but it's on aim and there are too many games played. The sooner Opti are a mid so the better.

The fact this guy was well aware about the company but wouldn't even consider buying into an aim company is telling.

So I've asked him to lend me some money so I can buy more!
Seriously.

S

[alaneagle] 24/1/2018 18:34

The problem with the share price is OPTi's Market Cap is too small for II's. If you are a £200M Fund you are probably looking to have a minimum holding of £1M even that is probably too small That is Circa 1.6M shares. To build that would take an eternity on current volumes. As a former II I ran much larger fund and OPTI would just not have got onto the radar. What Soh needs is to buy 2+ companies for shares swelling the market cap to well over £200M and then it might get on to II's radar.

I am sure SoH will be aware of a large number of small caps that would "fit" and may also provide new opportunities, not that they are short in that department.

It would also be an opportunity to acquire more facilities staff products, maybe vertical intigration, to launch products themselves rather than ingrediants. OR is he setting up for a bid?

Access the the institutions is something he recognises would be a strong posative for the long term.

[parob] 24/1/2018 17:23

The three winning abstracts will be presented on stage to delegates in a special session...

[mouse20] 24/1/2018 17:01

I think this is the Opti paper for Probiota..

Vasiliki Kachrimanidou, University of Reading​
Presenting on: An in-vitro evaluation of different carbohydrates on the selective fermentation of Lactobacillus rhamnosus ATCC 53103​



hxxps://www.nutraingredients.com/Article/2018/01/24/Last-chance-Two-weeks-to-go-until-IPA-World-Congress-Probiota-2018

[rafboy] 24/1/2018 14:48

Thanks elrico, hopefully not too long to wait.

[trotterstrading] 24/1/2018 14:39

I did wonder how long the results of the bulk fibre taste tests have been known.. it had the feel of being stage managed.. preparing us for the Sweetbiotix deals. Let's hope I'm right

[elrico] 24/1/2018 14:20

Several peeps have observed the share price has perhaps not behaves as hoped after the SweetBiotix RNS. I guess the market view is more jam at some point in the weeks and months. What the market probably doesn't realise, is OPTI will almost certainly be working with potential partners now. Lets face it, OPTI and the market already knew the sweetness litmus test from previous announcements. The update merely confirmed what many of us had hoped for and now confirmed it as a BULK volume product that beats its main market competitors in pretty much every test category.


An example of how OPTI BOD operate can best be gauged with recent announcements related to Premier/Knighton foods. First profit share agreement on 1/11 and then 8/11 another update confirming an new improved version of SlimBiome. Does the market seriously think this was done in a week? No of course this is not how it happened, it is merely an example of how OPTI get on and do rather than tell investors their intention to do. I find the process very reassuring because when the time comes for SOH to sing like a lark, it will sound like its amplified via Dolby atmos and heads are going to turn, safe in the knowledge he has history of being over cautious, but optimistic.

[judijudi] 24/1/2018 12:06

There is no doubt (in my mind) that there is currently a lack of marketing/publicity with Opti and our products (lets hope our management team are addressing it)
We have life changing and commercially dynamite products, and all but a very very few punters are totally unaware of them
Maybe that's what Mr OH wants. In which case he wants it for a reason, which is ok with me

[rafboy] 24/1/2018 11:56

I accept what you say Elrico but look how a potential new blood test for cancer was on the front of newspapers last week. Yet, there is an aim company that is far more advanced but not so savvy publicity wise. To me it’s the same with OPTI, our LDL cholesterol reduction has hardly been reported in mainstream media.

I guess I am just a bit frustrated having a daughter who wants to buy her first place and I thought by now OPTI would have helped with her deposit.

[pj 1] 24/1/2018 11:43

I would much prefer my cash NOT to be spent on useless and expensive PR firms.

[elrico] 24/1/2018 11:43

Was it not Christina and Max (joint proactive interview) whom said there will be a big PR/Marketing campaign in the New Year to coincided with new product launches. It's quite possible this may be upon us by the end of Feb/March. At the moment, there isn't much to promote (retail side) until the new improved SlimBiome goodies are rolled out to retailers. I would also expect this to continue at pace once the e-commerce site is launched with a variety of our LP-LDL & SlimBiome products, giving instant access to UK and anyone not concerned about shipping costs outside the UK.

[rafboy] 24/1/2018 11:39

toyin, I know he has indicated he is not concerned with the current share price but I feel that is a bit of an excuse so he doesn’t have to discuss it. Our share price has been stagnant for 2 years despite some excellent progress on several fronts. If I was the CEO I would be concerned at this.

Now I know the share price is beyond his control but I do think better PR for all that OPTI has achieved would see new investors come on board, to the benefit of the share price

[trotterstrading] 24/1/2018 11:38

Well, I've filled my boots now. I've been invested in this share (and plenty of others) long enough to know the current malaise in the share price is temporary. During previous dips and the subsequent rallies I've cursed myself for not adding more on weakness. Since then we've made incredible scientific and commercial progress, so it beggars belief where are stuck in the low 60's, but hey ho, that's the mystery of AIM. A thoroughly irrational mistress and imperfect valuation system, which every so often throws up the opportunity of a lifetime, I think OPTI, here and now is one of those opportunities. So I'm not too disheartened by the stagnant share price as its allowed me to accumulate enough shares to be life changing when the share price hits £2+ - Something I'm extremely confident about within a 18 months.

Keep the faith, the tipping point is coming soon IMHO

[judijudi] 24/1/2018 11:31

SOH has publicly said he is not concerned with the current share price (and neither should he be)
He should however be looking to engage a good marketing company (maybe he is on this) and he should be looking at strengthening the management team (maybe he is on this) who currently must be really under the cosh given all the interest in Opti and the presentations we are involved in

[toyin] 24/1/2018 11:21

rafboy

What exactly do you want somebody to say about the share price?

[rafboy] 24/1/2018 11:13

If anyone is going to the general meeting tomorrow I hope you have a chance to talk to SOH about the share price.

[judijudi] 24/1/2018 10:44

Going nowhere much (other than probably down) while this seller is continuing to off load and there are no buyers to offset the sells
(unless of course we have some stupendous news to stop the rot)

[colinzeal] 24/1/2018 10:44

Opportunities to top-up abound...

[rafboy] 24/1/2018 10:40

Bought a few more this morning, oh and the price dropped!

[riskybusiness1] 24/1/2018 02:44

Many people do not realise that OPTI are slowly building commercial traction with the smaller Co's such as Pharmabiota, Galenicums etc purposely to give themselves a stronger negotiating stance when dealing with the bigger MN players. If you rely on one big deal then they will walk all over Opti with the cash reserves slowly depleting. Clearly also with multiple deals the accumulative effect will be very rewarding.With revenues gradually coming in already even if they are not particularly substantial compared to the larger players it puts Opti in a far stronger position. The impatient will learn a hard lesson later down the line here as progress has been incredible on multiple very exciting fronts.

[incanus] 23/1/2018 19:50

vlotte pruilerige bastaard. Grote knuffels en een grope xx

[slartybartfaster] 23/1/2018 19:30

Trotters, exactly right. And the added complication of multiple companies after the same product in the same country. I imagine the management sitting back and waiting for the best offer to win the day.

[primal123] 23/1/2018 19:10

F3rd - I understand the share price is frustrating, but Opti are making the right deals that will be better in the future for the shareholders. This does take longer, SOH is a genius and you will see this in time he is doing right for the company. More patience is needed here.