Optibiotix Health Share Discussion Threads

[shrewdmole] 14/3/2018 08:24

Who is Ricardo lowi

[pj 1] 14/3/2018 07:57

Still 16% above recent lows, so something to hold on to.

[aspex] 14/3/2018 07:42

So Ricardo Lowi reckons OPTI is worth twice its current Mcap.That is 130p. Roll on.

[scotty1] 14/3/2018 03:14

Riccardo Lowi discusses Optibiotix Health

Capital Network
Published on 13 Mar 2018

[elrico] 14/3/2018 00:12

Rads - I fear you have spoilt my bait. Michalemouse usually plays the filter card, so I was hoping to lure out him with a rather obvious accounting error of my own. Ah well, some have made the point I have wasted too much time on Michaelmouse already. ;)

[rads] 13/3/2018 23:31

elrico, I can understand that you might think opti a good investment but I hope you can read accounts better than you can read the calendar. 3 months and 3 days does not equal 5 months!

[incanus] 13/3/2018 22:32

Double standards need to be flagged. Job done. x

[owenmo] 13/3/2018 22:13

With greatest respect, my would-be friend Elrico, as the sage of this bb, there is little for the rest of us to glean from this petty protracted "Avanti"/"TRAKM8" discourse with odd-bod MMouse; you have far more interesting observations to deliver.

[slartybartfaster] 13/3/2018 21:48

Mickymouse got owned yet again.

[slartybartfaster] 13/3/2018 21:44

You can usually buy/sell well within the 2p spread.

[shrewdmole] 13/3/2018 19:57

Red thumb is back!

[zebbo] 13/3/2018 19:28

Guys, there may be a few traders in Opti, but not many I bet. Bigish spread most of the time and low buy/sell volumes is not the traders friend.
Lets not forget volatility is all part and parcel of trading/buying stock on AIM, most stocks have a very small market cap with illiquid floats.

SOHs last update has been the most encouraging to date IMHO, with an indication of revenue from the horses mouth. We are getting there as per the plan, the re rate will happen soon enough, for sure.

Bottom line, value will always win out thats why most of us are here.

FYB

[youthstockperspective] 13/3/2018 19:25

Incredibly interesting perspectives that are worth reading:youthstockperspective.com

[elrico] 13/3/2018 19:25

Michaelmouse answered while he still avoids the elephant in the room.

MM: 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.

Me: 3 months, 5 months, it matters not as long as they fall within the 6 month reporting limit. And you shouldn't use the word "reputable" when invested in frauds (AVN, INTQ) and a company that has restated accounts (TRAKM8). OPTI usually report interims within 4 months and FY 5 months. This info is on the company website, as has been pointed out before.

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

Me: Another double standard...lets keep it simple shall we, 7DIG, AVN, TRAKM8, IND, STL; have any of these given revenue guidance for the year ahead? If they have, I missed them. In any event, OPTI is barely 6 months (accounting calendar) into transition from R&D to commercial yet, and many of the partnerships are wrapped up in NDA's, which has attributed to the stagemation thus far. Surely you should be applauding the BOD for not ramping up their book, as so many AIM companies do. In any event, how do you quantify sales in new markets, with new products, using new science? Please explain!

MM: 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

Me: To a degree, I guess I can allow a little leeway with this opinion. However, I would point to the industry valuation for SweetBiotix of £20+m, just 1 of several possible spinouts, and it has no commercial footprint yet, no commercial partner that we know of yet. I would also point out OptiBiotic platform has recently enhanced the LGG strain, the world's most popular probiotic...I'll spare your blushes by not mentioning the value of this strain. OPTI have several strains, which has real potential to be significantly more valuable.....in time. In short, the IP has real value, especially those commercialised via SlimBiome and LP-LDL.

MM: 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.

Me: Ah, we are aligned. You have long advocated trusting your research and hold long term. And yes of course, one should always monitor what the company says, read between the lines and pay particular attention to companies accounts, especially those that are forced to restate profits as losses....cough, cough!

MM: That's all from me for a while.

Me: It's probably best, you made a hash of that and I suspect you are perhaps a little concerned the level of partnerships may well prove worthy of rewarding those of use that stand by our research, speak to the company and look at the humanbiome sector and see perhaps what others do not.

Don't feel pressured to respond...It's best you don't - keep your head down. ;)

[shrewdmole] 13/3/2018 19:12

Trotters it has but not necessarily on sell volume.

It's a ripe market for the market makers to flourish

Basically unless it's high volume buys all day it falters or gets dropped down but rest assured there is clever money mopping up.

That works on companies with real value, you can't erase value or a cheap opportunity.

I'm in n4p, albeit a free carry now but Opti and my other main holding are at the stage of being almost ripe just don't pick them too soon in fruit terms. Both about to flourish and have management that are both excellent and have serious skin in the game. Both under stated too.

It's because of that last point we don't have the wider audience and spikes but be careful what we wish for. I'd prefer whomever is accumulating to carry on and take the weak holders out.

Opti have more deals coming we know how water tight they are so the revenue is only going one way.

S

[trotterstrading] 13/3/2018 17:56

Look at N4P given back 40% in a month.. AIM in a nutshell.

[onedayrodders] 13/3/2018 17:46

57 to 68p in a month is too much for AIM to leave on the table

[judijudi] 13/3/2018 14:19

Just widen the spread by a penny
Shows you what I know!! :)

[judijudi] 13/3/2018 13:34

Some chunky sells
And just now another 19k under the bid
Expecting a further drop in the SP

[trotterstrading] 13/3/2018 13:15

This is not unique to OPTI, happing all over the AIM. Any rise is sold into but there will come a time when that will prove a costly mistake

[vanduke] 13/3/2018 12:54

44p coming here soon..

[monkeywench1] 13/3/2018 12:23

Rampers need to try harder.

[rafboy] 13/3/2018 12:18

Yes, I agree that we need to attract new investors. Hopefully, the expected PR in the run up to the U.K. launch is all that will be required.

[judijudi] 13/3/2018 12:09

slarty,
It is the lack of buyers that are just as much the cause as it is the seller/s that are selling
imho