Optibiotix Health Share Discussion Threads

[shrewdmole] 18/1/2019 08:13

You can’t add to the nav for a multi billion dollar US pharma spending millions on taking 1 product to pharma stage.

Or the investment tata and Sacco have made in new production facilities to take Opti products to market.

Ironically if Opti has spent millions on their own facilities the nav would be higher but the debt would be crazy.

Opti use THEIR partners to invest in production, facilities and most marketing hence revenues drop to bottom line once at critical mass.

Do you also think a weight loss product with medical device status and a ce mark isn’t going to be in high street chemists soon?

Calm before the storm.

S

[slartybartfaster] 18/1/2019 08:07

philobeddoe - 25 May 2017 - 16:05:32 - 15886 of 41674 Worthington Group - Charts and News - WRN
We know from AE that the key original acquisitions remain very much ready to be completed by newco.

We know from Worthington's RNS dated 9/1/2015 that upon successful completion of the acquisitions back then, net asset value, ON A FULLY DILUTED BASIS, was expected to exceed USD $2 Billion (£1500m approx)

Even if it were that some of the original deals had now gone, which may or may not be the case, the fact is THE KEY ORIGINAL ACQUISITIONS ARE STILL THERE AND WILL SOON BE COMPLETED BY NEWCO.

It is therefore looking possible, even likely, that upon successful completion of it's initial acquisitions, newco may well have a net asset value that represents a significant percentage of Worthington's RNS stated USD $2 Billion.

This suggests NAV could (potentially) be IRO perhaps £500m to £1000m+ once all the acquisitions have completed.

With huge investor interest likely, a potentially large NAV, substantial cash and substantially cash generative... MCAP is likely to grow at a rapid pace. Within 1-3 years there is every possibility MCAP could reach 25% - 50% of NAV (or more) and that could see an MCAP of around £125m+ to £500m+ relatively quickly following completion of the acquisitions (possibly within a year or so).

*IF* approx 25m shares in issue :
£125m Mcap ÷ 25m shares = £5 SP
£500m+ Mcap ÷ 25m shares = £20+ SP

Knowing all of this and bearing all of this in mind, if newco commences trading at a low price, as is expected, let's say 10p - 25p then it is HIGHLY LIKELY we will see HUGE BUYING PRESSURE on open as investors scramble to buy cheap shares that, let's face it, are more or less certain to rise significantly once the acquisitions complete. This alone is likely to cause the share price to boom, possibly by HUNDREDS OF PERCENT and that's even before the acquisitions complete


WHAT HAPPENED TO WRN?

The only investment this moron has is currently suspended with allegations of fraud and FCA investigation and a winding up order imposed.

[slartybartfaster] 18/1/2019 07:50

And what would the asset value be? I And what would those assets be?You are as transparent as they come. Another moron unable to see value in a company or able to spot key global trends. You must be a genius in the markets.

[parob] 18/1/2019 07:49

Let's see if we can get back over 90p today and perhaps another attempt at 100p next week.

[glennrcharles] 18/1/2019 07:43

Hi philo suggest you go back to bed mate . Nice try..... bit too transparent. Have you spoken to philoyabootso? He's got a different opinion... lol

[rafboy] 18/1/2019 07:43

Oh dear someone hasn’t done their research properly. You may as well move along now.

[philobeddoe] 18/1/2019 07:38

If the share price fell to a far more realistic 4p it'd virtually wipe existing investors out! There can't be many investors who would take such a risk? Gamblers who enjoy a punt on the horses might be prepared to take the risk, but serious Investors won't touch this at such a crazy high valuation! Sorry but that's my opinion based on the seemingly weak fundamentals versus the stupidly high share price! It's 19 X NAV for heaven's sake!

[toyin] 18/1/2019 07:11

philobeddoe, absolutely correct, you can now move on to something you are interested in. Goodbye.

[judijudi] 18/1/2019 07:10

philobeddoe,
Quite simple
Don’t buy any then
End of

[colinzeal] 18/1/2019 07:09

The market cap is where it is based on future potential and expectations of revenues that have been inferred by SoH through the deals that have already been announced. If you think it’s overvalued - in your extensive and critical analysis - sell the shares, simple.

[philobeddoe] 18/1/2019 07:03

Opti fundamentals according to LSE website read: 85m shares in issue, £73m market cap, no dividends paid, revenue a paltry £0.03m, loss making, operating margin = negative (4733%), total assets just £4.37m, net assets just £3.82m. Going by that the current share price is WAY, WAY, WAY over valued! Market cap is currently 19 times at a premium to NAV! If market valuation was to fall to somewhere much closer to asset value, that would mean a share price of around 4p! This stock is crazily over valued!

[1bokke] 17/1/2019 22:29

Fair enough :-)

[slartybartfaster] 17/1/2019 18:57

1bokke, i don't, i just love winding elrico up. Call him a manc and he goes apoplectic. Funny because he is man u fan. I was hoping he would get a few text, calls and emails asking him. I'd be rolling over havin my tum tickled.

[colinzeal] 17/1/2019 18:29

Parasites! They won't be able to suppress the price forever; SoH will serve up an ace sooner or later, hopefully leading to a decent, sustainable re-rate.

[riskybusiness1] 17/1/2019 18:05

What was with the pathetic 2x 86 & 1x 16 share sale @87p this morning apparently warranting MMS to lower the bid? You've got to laugh when less than £200 results in £1m drop in valuation. Madness

[shrewdmole] 17/1/2019 18:03

Parob

That small 90p trade was just a matched trade at auction.

Still good to see the 10-20k late buys though.

S

[parob] 17/1/2019 17:54

Yep some decent buying into the close. It will open red tomorrow as the last trade registered was 90p when mid-price is actually 88.5p.As we have seen many times before with OPTI, you often get a slow drip drip down over many days then a fast recovery over a few days.The bullish flag still very much in play.

[shrewdmole] 17/1/2019 17:50

Someone took £20k worth after the bell.

Interesting.

[slartybartfaster] 17/1/2019 16:49

I think i may have upset elrico earlier today. I asked him how much he got paid for the celeb feature in the posh metro press. He has ignored me all day since. Can someone else ask please. :)

[diamond fibre] 17/1/2019 16:34

Good advert in the Metro for go figure.

[imnotlong] 17/1/2019 16:24

Thanks Risky. A good reply and I hope you are right that a retail deal will be delivered soon as timeline expectations have not been met. Nor have sufficiently exciting surprises been delivered.

I know (I should say expect) that the Tata deal will be financially more lucrative but with AiM, at least in the short term, a national retail listing with £5m turnover & some margin will probably have more of an impact on the share price. Unless the Tata deal has big numbers announced.

Either way, I think we all agree long term Opti should have a great 2019. Just not as early in the year as had been hoped for.

[riskybusiness1] 17/1/2019 15:28

As we know last May Opti raised cash for three reasons:1. To invest in a production line with Sacco that is specifically dedicated to biopharmaceutical standards eg process controls and quality procedures. This was required for the US company to sign and start progressing LPLDL rapidly in to high value biopharmaceutical drug. This of course happened.2. To enable OptiBiotix to meet multiple sweetbiotix partner needs and to fully exploit all opportunities. Following this, Opti had a manufacturing partner with a turnover in excess of $100bn signed and paying for exclusive rights to negotiations. Then an application (dairy) partner signed and looking to test out Sweetbiotix across its whole range of products to reduce sugar content. The company is a global brand and one of the world's largest providers of dairy products with an annual turnover exceeding $10bn.3. Of course for slimbiome to provide funds to support upfront manufacturing and stocking costs.As we know 2/3 have developed. I also expect 3 to happen soon this year. 6 months is an extremely short turn around especially working with a retailer on edible products. Imo John Morley is almost a dead certain to get the muesli pots and other ranges into supermarkets. Currently they're launching softly via Opti online ironing out any improvements that could be made before a big retail launch. This is what any company operating in the food space will do. Once you scale up a food product it will never ever be exactly the same hence the requirement for tweeks. A retail deal will certainly come but expectations and assumptions were made that this would happen in time for January. Unfortunately it hasn't yet but I'm almost certain it will soon. The JV with TATA on slimbiome and now the link with Zeon the manufacturer who supplies all the corporates in India is a deal that will have a far greater impact on Optibiotixs bottom line than a UK supermarket deal. I'm far more excited about the completion of those sequentially aligned agreements coming to fruit.

[imnotlong] 17/1/2019 13:52

But it’s not really his credibility that’s an issue. It’s his independence. But like you say, not a big deal in the scheme of things.

Risky, why do you think we still don’t have a retail deal despite raising funds last May? That is a bigger deal now the important January diet season has been missed.