Optibiotix Health Share Discussion Threads

[m4rtinu] 09/3/2018 09:18

To use a true chartist, technical term: a jaggedy line, in a generally upwards direction :)

[scotty1] 09/3/2018 09:02

raf nowt wrong with enthusiasm i got loads of it for OPTI :)

[rafboy] 09/3/2018 08:59

Scotty, yes a sustainable rise is better all round. Excuse my enthusiasm it has been a long journey

[scotty1] 09/3/2018 08:55

raf i personally believe as many others do that the M/C of OPTI as a long way to travel as the story continues to unfold,all i'm saying for me i like to see the share price rise in small sustainable stages rather than spikes which are sold into causing big pullbacks

[rafboy] 09/3/2018 08:48

Scotty, yes I know what you mean. I think us long termers are just grateful that SOH gave some visibility of earnings yesterday. We have all known it would happen but at last SOH gave a decent indication on numbers.

[scotty1] 09/3/2018 08:41

TT a bit silly that post imo as to get much higher you need daily gyrations as you put it working its way up,other than that you stay here and wake up one day to a spike in the share price

[monkeywench1] 09/3/2018 08:40

I wish the Rampers would let the share price take of itself.

[rafboy] 09/3/2018 08:38

TT, yes agree with you there. The prospective earnings against low cash burn make a compelling case for investment in OPTI. However, for me the health benefits from lowering cholesterol and blood pressure etc etc will see people flock to OPTI when they see what we have in the store cupboard.

[scotty1] 09/3/2018 08:36

raf i probably am wrong,been wrong plenty of times before :) but personally i'd rather see small pullbacks ( which is healthy as people sell,take profits and buyers take them up )than one long straight line on the chart were you know there is a possibility of a big pullback aimo of course.

[parsnip1] 09/3/2018 08:35

Somebody from Dubai posted a relevant comment on the letters page of that DM article. Take the blog to there!!

[trotterstrading] 09/3/2018 08:34

Guys, don't worry about the day to day share price gyrations, most ppl on the B.B. are LTH anyway so it doesn't matter to much where the share price is next week or next month. What we can say (I think with reasonable confidence) is the share price is going MUCH higher before the year is out

[rafboy] 09/3/2018 08:15

This is where PR comes in. If the proactive interview was followed up by some decent PR with the likes of the Daily Mail then the share price would not drop back a couple of pence today. I hope you are wrong too! LOL.

[scotty1] 09/3/2018 08:07

Nobby,chartwise i thought it might give back a couple of pence today and continue it's northward journey next,wont complain if i'm wrong though :)

[primal123] 09/3/2018 07:49

I have emailed these to SOH. As you say Opti PR should be all over this. I think once the online store is available there will be more PR.

[nobbygnome] 09/3/2018 07:43

As a keen but somewhat novice chartist, I think the price broke out of a short term down trend yesterday. My price target in the short term would be around 80p.

Interested in other people's thoughts.

Nobby

[parob] 09/3/2018 07:38

As we found out on Tuesday, Fine Foods will be releasing a formulation specifically for blood pressure reduction!

[shrewdmole] 09/3/2018 07:36

Surely someone at Opti or their pr company should be speaking to the daily mail about a follow up article it's priceless exposure!

[michaelmouse] 09/3/2018 07:28

I've no intention of regurgitating the arguments I've made correctly now for two years since starting this thread. I don't have the interest to post on a regular basis anymore either.

However, I'll leave you with some food for thought.

Firstly, why does it take them 5 months to prepare relatively simple accounts for the year ending in November 2017? To fill the void, surely they could issue a brief trading statement with guidance on revenues and cash remaining? Most reputable companies don't have a problem with this.

Secondly, by now after announcing a number of agreements they must have some idea about revenues for 2018?

Thirdly, the figures are really all that matter presently. At a market cap. of £50m, the potential has already been "baked in" to the share price and has been for two years. The figures they publish still need to justify the current market cap. never mind justify substantial gains in the share price

Anyway, it's aimho. On a more positive note, if you truly believe in the company and its potential then just hang on in there over the long term, but carefully monitor the figures because ultimately they will drive the share price. The rest is all speculation on what could or might be.

That's all from me for a while.

[parob] 09/3/2018 07:15

A repost of Risky's post following OPTI's USA trip in Feb:For SOH to sound so confident over global leadership in the microbiome space it is likely they met up with some of the current corporate giants who are currently leading this field. My guess would be on Nestle, DuPont and Chr Hannssen. I've said this many times now but the patented reverse enzyme technology from the optibiotic platform with its ability to specifically modulate the microbiome has the ability to revolutionise an absolutely huge £40bn + growing industry. So far this has been overlooked by fickle investors who see the cholesterol opportunity as Optis most exciting development (though obviously it is very exciting and has huge potential which is beginning to be unlocked). It obviously is all about profit at the end of the day and the best products/technology do not always get the best returns. Opti however has been structured in a way to maximise and protect the value of the IP in each division. The IP is Optis product which it licenses out to businesses, it is the most critical part of the company. Building the brand and revenues and negotiating hard through early deals not giving away the potential cheaply too early increases the value of the global deals. It takes time to build this value through a process. As I've said before if it's on the market and selling via other channels eg HLH, Galenicum etc etc Opti can demand a much better deal from a corporate who will want exclusivity over territories/continents. 'Waiting for the right deal' will ultimately prove successful in creating a sustainable growing business. These deals will be in excess or close to Optis current cash burn rate and will be pretty much pure profit from a royalty paid for the rights to the license. The initial rollout will be slow however growth will be fast once profitable cash from the licenses flows from multiple outlets.I don't think any sane individual would question SOHs businesses acumen with how the business has been structured, the strict cash control, the rational process that has been followed to build each division, the manufacturing 50/50 deals struck to date and the out of the blue purchase of Skin IP for £600k spinning out for £11m less than a year later. This is not an average CEO on AIM and has huge skin in the game working as director of healthcare with 3M as a condition of the sale of his previous company to them. As we know they are one of the largest corporates in the states who clearly wanted in on his businesses mind. His track record speaks for itself and knows exactly how to build value from tech from the ground up achieving exits in all of his previous start ups. The mans essentially currently running three businesses and has a serious vision to where Opti is going. It really is 'just the start'. These types of businesses run by such experienced people who are experts in their field come around once in a blue moon. You hang on to them until you have real reason not to. We'll likely see forecasts this year following a few more announcements though the II will see these first which is when we should begin to see a significant investment from them rather than the snippets that causes people to question if they are even interested. In all seriousness keep it simple and look at the cash burn which will not really increase as commercialisation continues across multiple platforms. Look at the IP, of which the R&D was the riskiest part to the business and then look at the companies Opti are working with. The business has been set up to make it as easy as possible to succeed. With Skinbio on the side offering a significant opportunity whilst mitigating any emergency funding risks to the core platforms.

[aspex] 09/3/2018 03:19

nicktopten, there is a problem which is delicate to adjust to.I not only have one of those 'she who must be obeyed' and who just happens to exercise normal female caution but also have 18% of portfolio in OPTI and a further 17% cash. I feel hog tied and really appreciate that constraint.I do feel that OPTI is going to make us rich even without further committed investment. Why be over greedy?

[nicktopten] 09/3/2018 00:25

nice one some !
BTW, would the statement "now is the time to pile in" be an apt one given the circumstances, and you happen to have a few bob floating about ?! Wish I did ..GLA

[1bokke] 09/3/2018 00:22

To follow on from Someuwin's post..O'Hara, Optiobiotix's chief executive, believes a new class of probiotics that modulate the human microbiome can help people with high blood pressure to manage the condition.Statins are the standard treatment to lower cholesterol but O'Hara says LPldl is a viable non-prescription alternative."We believe that our microbiome modulating probiotic, LPLDL, is not only a cutting-edge scientific development, but a safe and natural way for people to reduce their blood pressure, and to effectively manage their long-term cardiovascular risk," he said in an article in Nutraceutical Review.A study at Reading University showed it was a safe and reduced LDL cholesterol by up to 13.9%, and blood pressure by 5.1%.Which links nicely to this story in the DM..http://dailym.ai/2DbvcE7

[owenmo] 08/3/2018 23:44

Lounge, and 41% of something that could eradicate acne and mrsa, for heaven's sake!