Optibiotix Health Share Discussion Threads

[woodaldo] 27/3/2019 08:30

Erm Cadbury's dairy milk.....

[imnotlong] 27/3/2019 08:27

RNS does not state Sweetbiotix will be used in confectionery products. Only breaded, dairy, cereal and beverage consumer products. Does that help or hinder the Cadbury speculation?

[rafboy] 27/3/2019 08:16

I think the confusion over the correct RNS being released means it is not having the impact it should have. We are on the cusp of significant deals here.

[toyin] 27/3/2019 08:15

Opti signs two sweetbiotix deals in May/June 2018 with two multi $billion corps.

Cadbury's started advertising it was releasing reduced sugar bar July 2018.

The dates tie up.

[rayrac] 27/3/2019 08:14

Well, the ‘Cadbury’; news is certainly affecting the sp!!!

Not

[trotterstrading] 27/3/2019 08:09

The Cadbury argument is compelling IMHO. Lots of reasons to believe it is. Fibre, reading (Sophia Kolida Connection), sugar reduction, last cost quote in RNS rings true with the Cadbury quote. OPTI share price action peaked around the time of Cadbury news, SoH told me years ago he has an excellent relationship with Cadbury, then Kraft etc

[diamond fibre] 27/3/2019 08:05

A glass and a half. DIAMOND>

[pol123] 27/3/2019 07:57

Great to get an update on s'biotix. As the knowledgeable know and understand. negotiations are key and nailing the right deals. Multiple facets of complexity to this process.

Really underlines the opportunity

[rafboy] 27/3/2019 07:52

Sounds like it could be Cadbury’s. Now that would be huge if true!

[rayrac] 27/3/2019 07:52

Bit up tight are we, slartyfartfaster?! :)

[parob] 27/3/2019 07:50

hTTps://www.thegrocer.co.uk/new-product-development/mondelez-to-launch-reduced-sugar-cadbury-dairy-milk-bar/569661.articleMondelez did not reveal how it achieved the sugar reduction, but said the team of 20 scientists, nutritionists and chocolatiers had "harnessed their leading understanding of flavour technologies and material sciences" to ensure the new variant still had that "much-loved Cadbury Dairy Milk taste"."The team has successfully replaced the physical functionality of the sugar in solid chocolate in a way that not only preserves the structure of chocolate but also stays true to the unique texture and taste profile of Cadbury Dairy Milk," said Mondelez.The 30% less sugar bar contains no artificial sweeteners, colours or preservatives, and involved no increase in calories.Glenn Caton, president of Mondelez International Northern Europe, said Cadbury's determination not to "reduce sugar at the expense of increasing calories" was behind its decision to include extra FIBRE rather than more milk. "Full fat milk has double the calories of sugar per gram so by trying to fix one thing you can end up causing a much bigger issue".

[nobbygnome] 27/3/2019 07:47

Interestingly the Russian RNS is not the same as announced to the market at the end of last year. The mention of revenues in 2019 wasn't in the original RNS so perhaps we have learnt more about that deal too! Presumably this is an earlier edited version and the 2019 reference got removed by the Nomad or lawyer.

[rayrac] 27/3/2019 07:45

Year old, late stage. Contradiction in terms?

Who/what do you believe here?

[primal123] 27/3/2019 07:43

RNS now updated

[manc10] 27/3/2019 07:42

to late for uk no oil and no gas placing ahoy

[rayrac] 27/3/2019 07:40

To late for Cadbury.

[imnotlong] 27/3/2019 07:39

Late stage discussions with 3 supermarkets was announced a year ago for Slimbiome. Until agreements are signed risk remains high.

[ramas] 27/3/2019 07:37

Getting very close to market realisation of what we have here and material rerate imo dyor of course

[parob] 27/3/2019 07:33

Late stage discussions are ongoing with another global partner to jointly develop a finished product which allows claim for SUGAR AND CALORIE REDUCTION whilst limiting any cost increase in the final product to 10%.Note - Sugar reduction, not alternative. Wonder if this could be Cadbury after all!?hTTps://www.theguardian.com/business/2018/jul/20/cadbury-to-launch-dairy-milk-with-30-per-cent-less-sugar

[m4rtinu] 27/3/2019 07:28

Parob - thanks for posting. Parob PR better than Walbrook PR?

[parob] 27/3/2019 07:20

Commercial UpdateThe Company has a strategy of creating interests and commercial agreements with multiple companies who have expertise in the manufacture and application development of high value speciality ingredients. This has led to agreements with two companies (RNS: 31 May 2018 and 26 June 2018) looking to explore the potential to reduce the sugar content in a range of applications, including dairy. In addition to ongoing discussion with existing partners, OptiBiotix has reached non-binding Heads of Terms with a US company to license OptiBiotix's high intensity derived sweeteners. This company has funded the pilot scale up and supply of two batches of high intensity derived sweeteners. Once a binding commercial agreement has been reached, this will be announced to the market. Late stage discussions are ongoing with another global partner to jointly develop a finished product which allows claim for sugar and calorie reduction whilst limiting any cost increase in the final product to 10%.

[trotterstrading] 27/3/2019 07:19

I think it's a PR Company error (Walbrook)