Optibiotix Health Share Discussion Threads

[dazah] 22/1/2019 09:03

Any sign guys of that blockbuster news? It's taking a long time :(

[lastoneout] 21/1/2019 23:21

Just ordered more muesli and Cholbiome. Order 1575

[slartybartfaster] 21/1/2019 19:28

I thought the business update is dependent on the accounts being unduly late, if so a business update in the interim. I may have misunderstood the interview with Elric. That's my understanding anyway. Not fussed either way.

[riskybusiness1] 21/1/2019 17:34

Dazah I think SOH has said already there will probably be a trading update. From a business perspective, recently transitioning from R&D company to commercial group a 5x 6x increase in revenues from H1 is definitely a ramp up and something to shout about. It will be a record revenue since listing, highlighting the trajectory of the company following its stated transition last year, not that the sheer number of deals since isn't obvious enough.Most intelligent investors and the wider market looking from the sideline will be looking to see if these agreements are actually turning in to tangible cash. What's even more important is how profitable the revenues are eg licensing revenues that have no cost whatsoever to serve. These revenues drop straight to the bottom line decreasing an already tiny cash outflow of around £1.6m per year. It is at this point the light bulb should flick on.If these things reflect what management are saying then the wider market will be able to visibly see revenues coming through via existing deals. You would then expect these deals growing along with larger product launches this year (Alfa Sigma, Tata, CII, pharma 6 figure milestone payments adding to 7 figures etc), a significant growing deal pipeline and then revenue streams from platforms also coming to commercial fruition eg Sweetbiotix. You can then start to see why stated expectations for BE YE2018 have been achieved with expectations of continued trajectory pushing the company in to profitability next year beginning the touted upward hockey stick effect. Oh and a divi on top on the back of hopefully successful Skinbio clinicals.

[rayrac] 21/1/2019 16:43

Makes a change slartyfartfaster? :)

[slartybartfaster] 21/1/2019 15:49

Yet we have more buys than sells.

[dazah] 21/1/2019 15:46

Price dropping as still waiting for concrete 'blockbuster' news. My guess is they won't release a trading statement as I do think even with the numbers we feel will be called out, the market is expecting more and in the mean time we will ebb downwards until the elusive concrete RNSs come...just my tuppence

[slartybartfaster] 21/1/2019 13:48

Oh no. Did he mention easter?

[slartybartfaster] 21/1/2019 13:47

*freeship2moaners*

[dazah] 21/1/2019 13:10

Anybody got a discount code?

[primal123] 21/1/2019 13:00

We now know they are all available!

[primal123] 21/1/2019 13:00

From SOH on muesli pots:"Its due to high demand. They are in coming in today and should be out tomorrow so were only out of stock for a couple of days. You don't want to keep stock if you can avoid it but can't anticipate demand which can be highly variable for specific flavours.Given the demand and normal lead times of 6-8 weeks we have made minor changes to the manufacturing process which should stop the clumping and increased the flavour content in some pots. The pot seals and new labels will come in the next batch as the labels take 4 weeks to set and print and we wanted to get another run done quickly to meet the demand."

[scotty1] 21/1/2019 13:00

Its a BULL cast doh

[dazah] 21/1/2019 12:55

Sounds good risky and Scotty is TW still bullish? What's the executive summary of his sage advice?

[riskybusiness1] 21/1/2019 12:47

It's not particularly easy to anticipate demand and even less so on specific flavours. You also do not want to keep a lot of stock if you can avoid. If they went out of stock in two flavours that obviously means they had exceptional demand for those products and there is clear market interest. Remember go figure isn't just muesli range. I've been told porridge and savoury products a long with a much rider range of applications will soon be available.

[riskybusiness1] 21/1/2019 12:37

If your sticking to the diet it's harder not to lose weight. If you drink or eat excessively in the evening it will not work. A calorie controlled diet works for everyone so people that say they haven't lost weight are lying or cheating the diet!!

[dazah] 21/1/2019 12:19

Good one rayrac that will shut him up :)

[rayrac] 21/1/2019 11:43

What bit do you want Woodaldo?

Ingredients:- rolled oats (52%), oatmeal, Almond (8%), buckwheat, rye flakes, Apricot(5%), (Apricot, rice flour), Apricot flavour, Sultanas (Sultanas, water,acidity reg, citric acid; Natural Flavouring), (chicory root fibre, glucomannan, chromium picolinate, (SlimBiome*)] Dried Apple.

Bar code number 5060609990138

[dazah] 21/1/2019 11:37

It feels to me that they're sitting on a large inventory and need to sell that off before the next updated batch comes through. All the new punters will buy and be disappointed and then leads to negative reviews which we need to avoid as these are excellent products, they just screwed up the first batch.

They've noted and are making changes but how quickly can they put in place is the key question my friend.

[dazah] 21/1/2019 11:33

I know what you mean about the finish. That's because you leave the solution for a while. The longer you leave it, it goes wallpaper paste gooey and that leads into my point you need to eat it instantly so it all needs to mix easily and I use a lot of milk (fill pot up).

So if you fill pot up full and eat instantly at same pace you eat cornflakes or any other cereal it's fine you don't notice it.

[rayrac] 21/1/2019 11:29

For me dazah its easy. I eat my breakfast at home, so not looking for alternatives. I don’t mind the sticking on the bottom of pot so much, because i add low fat milk too the contents, leave it for a minute and then tip it in a bowl.

But it’s the finish i don’t like, not that pleasant and doesn’t seem to work at losing weight....but I’ve another box to get through, so I’ll keep going.

[woodaldo] 21/1/2019 11:19

Rayrac - what's it say on the back of the opti muesli pot you've eligibly bought :)