Optibiotix Health Share Discussion Threads

[john henry] 11/11/2016 10:04

I think the company needs to start telling its owners what the H is going on regarding partners involved in the spring product launch.

[someuwin] 11/11/2016 09:59

O/T

To take full advantage of the surging copper price you need to buy into companies that are producing now.

The best copper producer that is still under the radar is ATYM imo.

Update due in next two weeks...

[fozdad] 11/11/2016 09:43

Sorry Spike and JH, the 10% relates to corporate transactions only. Business developments are more vague. From the AIM rules-

"General disclosure of price sensitive information

11. An AIM company must issue notification without delay of any new developments which
are not public knowledge concerning a change in:
♦ its financial condition;
♦ its sphere of activity;
♦ the performance of its business; or
♦ its expectation of its performance,
which, if made public, would be likely to lead to a substantial movement in the price of its
AIM securities.

Disclosure of corporate transactions

Substantial transactions

12. A substantial transaction is one which exceeds 10% in any of the class tests. It includes any transaction by a subsidiary of the AIM company but excludes any transactions of a revenue nature in the ordinary course of business and transactions to raise finance which do not involve a change in the fixed assets of the AIM company or its subsidiaries.
An AIM company must issue notification without delay as soon as the terms of any
substantial transaction are agreed, disclosing the information specified by Schedule Four."

The fact that we know there are partners is probably as much as they need say at this stage and the larger the partners, the more likely they are to insist on NDA's. So let's just wait and see (not that we have any option!).

[someuwin] 11/11/2016 09:35

No agreements are off the table.

OPTI are in discussion with multiple partners for miultiple products. And in multiple territories.

[mazzstar] 11/11/2016 09:31

So if the choleresterol partner will be like a Gofigure startup and adds no monetary value then why have we not had an RNS stating the agreement with the 'American consumer goods company' is off the table?

[parob] 11/11/2016 09:28

The point is, at this stage no-one knows who we are going to partner with or what the terms will be, however with SOH having so much skin in the game, you can be sure he will want the best deal for all shareholders in the long-term:"The aim of these discussions is to ensure OptiBiotix derives the maximum value for shareholders across the broad range of interlinked product opportunities which span both consumer and pharmaceuticals. OptiBiotix believes building the science and IP, and developing the brand across multiple products opportunities creates the potential for risk diversification and high shareholder return."

[john henry] 11/11/2016 09:27

Spot on spike, therefore the company do not see any significant value in the deal (less than 10%) if they did then they would have to announce ( PS) However the rule can be easily manipulated.

[spike_1] 11/11/2016 08:55

jh
Re your: Spike if the deals are not price sensitive, then in itself, would mean that they add no financial or monetary value to the company.

As I recall the RNS rules, if the face value (of a deal in this example) represents a change in value of the company (up or down) of less than 10%, then they do not need to be RNS'd, so you are not quite correct (if memory serves).

Best wishes - Mike

[rafboy] 11/11/2016 08:51

They will rely on sales to bring in the monetary value no doubt. However, if they follow Gofigure's performance they could add value to the bottom line. I also think by showcasing our products we can entice a big player to snap that bit up.

[john henry] 11/11/2016 08:28

Spike if the deals are not price sensitive, then in itself, would mean that they add no financial or monetary value to the company.

[spike_1] 11/11/2016 08:17

From which one might reasonably conclude (although not necessarily correctly) that the deals are not price sensitive, which is why we heard nothing of GoFigure until it was launched.

Best wishes - Mike

[f3rdinand] 11/11/2016 08:11

I thought the rules on disclosing news that is price sensitive to the market were really strict...obviously not!

[spike_1] 11/11/2016 08:08

jh - agreed!

[john henry] 11/11/2016 07:55

So they have a product for launch in the spring, they have partners in place. So who they hell are these partners. This is taking confidentiality to the extreme, we are a public company owned by shareholders.

[mazzstar] 10/11/2016 22:56

From the RNS on 26 October: "OptiBiotix has been building an extensive IP portfolio, a supporting scientific evidence base, a brand (LP-LDL TM), a range of product formulations, and a supporting manufacturing, distribution and sales structure with partners to support a product launch in spring 2017 and commercialisation of its technology."

[someuwin] 10/11/2016 22:54

From the 26/10/16 RNS...

"OptiBiotix has been building an extensive IP portfolio, a supporting scientific evidence base, a brand (LP-LDL (TM) ), a range of product formulations, and a supporting manufacturing, distribution and sales structure with partners to support a product launch in spring 2017 and commercialisation of its technology..."

"...This announcement provides shareholders with a scientific and commercial update on its cardiovascular product range which has been the subject of multiple ongoing discussions with partners across the supply chain."

[john henry] 10/11/2016 22:47

Life sciences group OptiBiotix Health plc (LON:OPTI) is targeting spring next year to launch a range of cardiovascular products to reduce cholesterol and blood pressure.Optibiotix says it has a range of product formulations, and a supporting distribution and sales structure with partners to support the launch.Partners ?? where did Proactive obtain that info.

[parob] 10/11/2016 22:31

Psychobiotix in the future?

[judijudi] 10/11/2016 18:15

Expect the unexpected

[1bokke] 10/11/2016 17:04

Quote taken below from Forbes magazine..SlimFast founder S. Daniel Abraham has not slowed down since selling his company to Unilever for $2.3 billion in 2000. The nonagenarian has recently focused his attention on politics, and regularly uses his wealth to advance his personal agenda.I appreciate that this is a few years ago, but it does show the potential of just shakes and bars...

[primal123] 10/11/2016 17:04

Excellent summary risky. Mazz I really don't think you know what you are talking about. Maybe you are frustrated with the share price which we all are. Skin was a bonus and Opti would have a holding.

[riskybusiness1] 10/11/2016 16:54

Opti will be left with the sugar platform which has three arms, market is currently clueless to the potential of this division, the optiscreen platform and the weight management platform. All potentially decent sized companies in their own right. Smallest being weight management which could easily be valued at 10£-20m near future if we get few big retail listings. Skin was only brought in as an EXTRA application area due to the successful progress. Opti will retain a significant holding in skin which will drive the share price of opti in parallel to skin. To say what will opti have left is an outrageously ignorant statement. Sp reached 1£ before the market even knew anything about skin.

[mazzstar] 10/11/2016 16:37

I hope this skin merger does not happen this year or next as that will leave Optibiotix with what exactly? Aside from the sugar development which SOH has confirmed is years away, we will have shakes, bars and a likely food supplement pill. How in anyone's right mind can that justify a £53m share price!

[mazzstar] 10/11/2016 16:30

If there is no MN on board for the cholesterol range then don't expect the share price to rise anytime soon and Gofigure is proof of that. Someuwin I disagree it's all positive if Opti takes a similar startup route in April which I am certain will be the case after re-reading the RNS.