Optibiotix Health Share Discussion Threads

[scotty1] 20/3/2019 12:49

mike with all due respect you bought in and didn't even know who SoH was/is so not much research there mate 😒

mikethebike4 11 Mar '19 - 17:29 - 47322 of 47591
0 1 0
who is SoH ?

[mikethebike4] 20/3/2019 12:22

Nobbygnome

'This deals highlights the elegant business model. A big deal with just one of the product areas in big countries with a company which is big in those countries. The exponential growth of revenues is bound to follow with this approach.'

See Futura Medical (FUM)for a company with the above philosophy and look where it has got them after 17 years

You are entirely in the hands of the 'big company' - even if they want to suppress your product for any reason ! - they obviously don't mention this when doing the original deal

[toyin] 20/3/2019 11:40

Parob, agreed. The problem we have, is like risky pointed out with my hypothesis, we dont know at what rate revenues per deal are building, until we have an RNS with actual revenue figures we are stuck. I believe it's growing, but the market doesn't like the Adam Reynolds keyboard!

[parob] 20/3/2019 11:33

The disconnect between deals/progress and share price won't last forever.All it is going to take is a large deal to break us out of this flag/trading range and we will be away.

[toyin] 20/3/2019 11:29

risky, my £3.75m is looking better by the day!😉

[riskybusiness1] 20/3/2019 11:14

DKSH in Spain'DKSH Business Line Food & Beverage Industry is a leading food ingredients distributor and global provider of Market Expansion Services for business partners in the beverage, dairy, confectionery and bakery, nutritional supplements, processed food and food service industries.''We develop tailor-made new products, formulations and breakthrough applications in collaboration with our team of specialized staff from our dedicated award-winning innovation centers. Our market insight and broad overview enables us to scout for long-term trends in products and technology beyond short-lived fashions.''We provide all the required marketing and sales services as well as distribution and inbound logistics for companies lacking a global footprint. We have the capability to manage your entire supply chain, including import and export management, warehousing solutions and specialized services, such as labelling and invoicing.'Nice deal with a multi £bn corporate with a proven & established market penetration model. Goes to show what's going on in the background. https://dksh.com/es-en/home

[shrewdmole] 20/3/2019 08:22

Worth notin g this distribution deal includes extg products so time to point of sales and revenues should be pretty fast.

I do like the mix of deals and revenues and sales targets set for partners.

A little patience when we are so close is all we need.

There’s been some notable restlessness here but nows the time to be brave whilst volumes are low and tax year end .

April should be a big month imo.

S

[rayrac] 20/3/2019 08:13

Seems Opti are losing control of Spain and Italy. Can’t see much benefit to Opti!

[tightfist] 20/3/2019 07:58

Hi Parob,Thanks for you informative postings and links. Took a look at DKSB and their revenue is growing consistently at about 4%pa but their share price is back to where it was 3 years ago having been substantially higher. Within their revenue stream there are doubtless Winners and Losers. I am hoping for great things and becoming a Winner in Italy and Spain which are good targets - but I think I will be sticking with OPTI!

[nobbygnome] 20/3/2019 07:56

This deals highlights the elegant business model. A big deal with just one of the product areas in big countries with a company which is big in those countries. The exponential growth of revenues is bound to follow with this approach.

[parob] 20/3/2019 07:51

Still plenty of time for another new deal in March, to keep up with the 2 deals a month seen during Jan/Feb.

[pol123] 20/3/2019 07:50

Agree, another good deal, driving for revenue

[failedqs] 20/3/2019 07:41

Today's RNS is big - Looks like a massive deal to me.....

[colinzeal] 20/3/2019 07:22

Like I said, full faith in the team to deliver! :) more great news.

[parob] 20/3/2019 07:16

Lots of success stories listed on the DKSH website:hTTps://www.dksh.com/global-en/home/insights/success-storiesAnd another exclusive deal linked to sales orders.

[primal123] 20/3/2019 07:09

("OptiBiotix" or the "Company")Exclusive distribution agreement for SlimBiome(R)OptiBiotix Health plc (AIM: OPTI), a life sciences business developing compounds to tackle obesity, high cholesterol, diabetes and skin care, announces it has entered into an exclusive agreement with DKSH International Limited ("DKSH") to distribute OptiBiotix's SlimBiome(R) proprietary weight management technology in Italy and Spain. Market exclusivity is linked to sales orders in order to maximise the financial return for both parties providing some surety of income for OptiBiotix over the next three years.DKSH is a leading market expansion services provider. DKSH helps companies and brands to grow in the consumer goods, healthcare, performance materials and technology sectors. DKSH's portfolio of services includes sourcing, market insights, marketing & sales, distribution and logistics as well as after-sales services. Publicly listed on the SIX Swiss Exchange, the Group operates in 35 markets with 33,000 specialists, generating net sales of CHF11.3 billion in 2018.The agreement continues OptiBiotix's strategy of expanding SlimBiome(R) and SlimBiome (R) related products, such as its own GoFigure brand for weight management, into key European markets. SlimBiome(R) is a patented formulation developed by experts in nutrition using ingredients shown to reduce weight in human studies. Independent human studies at a number of universities have shown SlimBiome(R) reduces hunger and cravings for sweet, fatty and savoury foods, leading to an average 2-3lb per week weight loss.Christina Wood, Sales & Marketing Director of OptiBiotix commented: "We are pleased to announce the signing of this agreement with such a strong global partner focusing on the Italian and Spanish markets. With its strong Swiss heritage and long business tradition since 1865, DKSH is a highly successful global corporation with a strong positioning in both consumer goods, including foods and beverages, as well as healthcare and technology; key areas for our weight management products. We are delighted that DKSH will be bringing their marketing and sales expertise to promote the sale of SlimBiome(R) . With its industry awards, clinical studies demonstrating safety and efficacy, medical device registration and CE mark, we believe SlimBiome(R) is highly differentiated from other weight management products. We hope combining these attributes with DKSH's sales, marketing and distribution expertise will generate substantial revenues in the months and years ahead."

[belgrano2] 20/3/2019 06:38

I think some of the sales we saw yesterday was our recently 800k of warrents that got cashed in for stock. They became viable for sale yesterday and the signs were there that the holder cashed in enough to repay the cost of the warrants. Suspect purchase funding was borrowed that required payment.
He didn’t offload big style so wants the stock.

[reckless kelly] 20/3/2019 06:36

Look who's spouting the words 'what nonsense'

Wonder if it has to work on being so thick.

LOL !

[pol123] 19/3/2019 22:22

Lets not forget there will be a load of deals under NDA. In order to maintain competitive advantages etc. A lot of downstream deals that are done by the manufacturers may also not be visible. In fact its likely that a large number will be non visible. Intel dont RNS when joe bloggs computers starts to sell hardware using their chip set.

Lets not kid ourselves, it will take a while for big revenue to flow, as was the case with ARM. Check out their share price performance. It was treading water for a number of years, then boom.

But we are getting closer all the time

[rayrac] 19/3/2019 22:20

Whatever next? Supposedly big deals on the way, but as they have such a small team, they can’t get the info to market! What was soh spouting about on Proactive then, no mention of new deals because they have been so busy?

What nonsense, don’t worry, if he’d anything decent to say he would have jumped at it!

Contracts for cash are needed, otherwise the share price is seriously over valued. £70m?!

[riskybusiness1] 19/3/2019 21:53

Fair points. They do have a small team, SOH is probably trying to get across just how much activity is going on behind the scenes. There's a number we actually know about for example Sacco Chinese dairy link that others have found online but still no formal announcement.