Optibiotix Health Share Discussion Threads

[someuwin] 01/11/2016 14:27

Slimfast have an option to commercialise slimbiome as a food supplement (not as an ingredient so not in comeptition with GoFigure). As far as I know they are still doing trials / assessing the formulation before a formal contract is signed.

[spike_1] 01/11/2016 14:21

How can OPTI talk about Slimfast - they don't own the company, they just sell them an 'ingredient' that will go into Slimfast's products. However if slimfast don't get their act together soon, they will lose out to GoFigure.

Getting GoFigure (Slimbiome) onto the market at negligible cost to Opti is a smart move (especially taking a holding in GoFigure to make sure the product gets out there). It proves to anyone willing to listen, that Opti is more than just 'blue sky', they actually seem to have the expertise to make their science commercially viable, albeit not on a grand scale yet, but hopefully that is to come early 2017.

Best wishes - Mike

[paleje] 01/11/2016 14:16

IC have another article out today, they have some issues but their conclusion is underneath.

IC VIEW:
We also have some concerns about this spin-off proposition which sounds as though management may have set their sights too high, considering the group is loss-making and only recently began booking revenue. But we do like OptiBiotix for its leading technology in an exciting, fast-growing marketplace which has the potential to send the value flying. Buy

[mouse20] 01/11/2016 14:10

Ok, I take the point on advertising, but it would be good to get the products in a national chain sooner rather than later in my view. Re no mention of slimfast, it was the point on revenues that I picked up on. We get Go Figure revenues now and cholesterol revenues in the medium term. But no mention at all about revenues from royalties from incorporating slimbiome into other companies products, which was the original intention e.g. Nizo and slimfast.

Hopefully I'm wrong and by new year (when lots of people start their diets with a new yrs resolution) then slimfast will have a slimbiome supplement as well.

[mazzstar] 01/11/2016 14:09

I thought I was investing in a pharma company not shakes and bars. Disappointing all the focus seems to be on Gofigure now, at least that's my impression from the interview today.

[parob] 01/11/2016 14:01

Another way to get the GoFigure products out there (for free): GoFigure Diet ?@GoFigureDiet Oct 31 Barnet, LondonWe are super excited about our upcoming competition with @MuswellHMums - Stay tuned to know more! #Competition #WIN

[1bokke] 01/11/2016 14:00

Given the supply v demand for go Figure I suspect that production costs are currently higher than they could be, which makes sense for a new product. It would also suggest that the EBITDA whilst positive is possibly tight as well and should improve as sales increase. This means that a soft launch whilst riskier was the right way to go and as Someuwin mentioned, that month on month growth is impressive. I suspect that they will have a target revenue or product number where advertising would be commercially viable. The interview was a good one and was clearly designed to shore up the recent share price trend, I would have liked to hear something on Slimfast( l guess they are v.interested in what happens with Go Figure) or Nizo but it sounds like there are a few solid avenues beyond the shakes which have a realistic chance of success.

[spike_1] 01/11/2016 13:53

mouse - someuwin is absolutely right (IMO), absolutely no point on spending cash on advertising when you can't actually go out and buy it!

Besides the best type of advertising is always word of mouth as it is from someone you trust, not yet another advertising 'gimmick'.

Worthwhile advertising is expensive, why do it if you don't have to. What Opti are doing is sending it to womens' magazine columnists and asking them to review it in the knowledge that they should get a good review. That is worth a fortune in advertising.

Best wishes - Mike

[someuwin] 01/11/2016 13:42

They're waiting until they're on the shelves of one or more big retailers before they spend on marketing.

(But with this kind of exponential growth and already profitable they might not need to!)

[mouse20] 01/11/2016 13:34

Why are they not advertising Go Figure, and just going with word of mouth? And no mention of slimfast.

[someuwin] 01/11/2016 13:31

Number of Gofigure online customers at start of October: 600

Number of Gofigure online customers at start of November: 800

Increase of 33% in one month!

[judijudi] 01/11/2016 13:22

He does that many interviews, it makes you wonder how much time he actually spends on deal making?

[john henry] 01/11/2016 13:17

Parob just another decent interview amongst many interviews. Contract or JV news needed.

[parob] 01/11/2016 13:04

Another fantastic interview. We are much further ahead than other microbiome companies. I was surprised by the monthly revenue GoFigure is generating. What a great CEO we have in SOH.

[parob] 01/11/2016 12:49

New phone interview with SOH just out! http://www.directorstalkinterviews.com/optibiotix-health-plc-futures-bright/412714581 INTERVIEW: OptiBiotix Health Plc The futures brightPosted by: giles.arbor 1st November 2016OptiBiotix Health Plc (LON:OPTI) CEO Stephen O'Hara talks to DirectorsTalk about the recent Scientific and Commercial Update. Stephen talks us through the update providing more detail on both the scientific and commercial sides.

[john henry] 01/11/2016 12:35

Pin bar candle at close would be a strong indication that the price has run out of steam.

[john henry] 01/11/2016 12:32

F3 we've just had another 40k dumped in 3 trades. Unless the share price builds later today I feel this is the top of the recent 4day rally.

[f3rdinand] 01/11/2016 12:27

The big change this last couple of days is how easy it is to sell large chunks of stock. Previously- when we rose a penny or two- the mm's would barely let any stock be sold. Now they are happy to take it at not far below the share price Whether this indicates the seller going or a background buyer, or neither- who knows!

[spike_1] 01/11/2016 12:23

I'm not looking at the % of overall valuation just that amount attributed to Skinbiotix: Hybriden £98m SOH £125m.

Cheers - Mike

[john henry] 01/11/2016 12:21

Spike after the recent convertible bond, OPTI have increased their holding in Skin. However no sure what that % is now.

[mazzstar] 01/11/2016 12:11

£25m - about half our current market cap - is not a huge difference?? ok then.

[spike_1] 01/11/2016 11:58

Mazz - not forgetting that we only own half Skinbiox, so not such a huge difference.

[mazzstar] 01/11/2016 11:54

I thought the same. Only £98m for Skinbiotix? Earlier in the year SOH said it could potentially be worth £250m if the correct steps are taken.

[someuwin] 01/11/2016 11:24

I think Hybridan's valuations are way too conservative by far.

(Maybe that's why they got replaced by finncap?)

[judijudi] 01/11/2016 11:18

As I say I don't follow every trade. I find it tedious and boring in the extreme.
For every person who thinks an individual largeish trade was a sell you will probably find someone who thought the same trade was a buy
Useless excersise all in all