Optibiotix Health Share Discussion Threads

[riskybusiness1] 07/2/2017 17:00

Joy - I'm sure opti would have wanted to rns this announcement maybe a formal announcement was not signed off by tata but informally was considered ok. It was announced in December anyway barring the name so arguably no need for one. Would have given more excitement though. I'm sure it will gradually hit home giving time to pick up a few more

[onedayrodders] 07/2/2017 16:56

Neftanikoff7 Feb '17 - 16:52 - 19672

agreed

[riskybusiness1] 07/2/2017 16:53

Haven't posted in a while but on today's confirmation on tata how could I not! Great interview and what a partner, not only because of the sheer scale but strategically. Elrico has mentioned before regarding tata chemicals new production plant. They are planning on massively increasing output from this plant in the next few years transforming their overall business. They will be looking to fill the production facility with next generation products. Tata chemicals are moving quickly in to this space and are looking for rapid market penetration because of its current transition from a chemical based company to a biotech company. Slimbiome has been selected and looking at what they do it would not surprise me the lp-ldl gos prebiotic gets lined up for mass production too. Hinted by soh??True to his word soh has released the name to us. Great deal. Below is interesting link re tatas production facility:https://www.google.co.uk/amp/wap.business-standard.com/article-amp/companies/tata-chemicals-to-invest-rs-150-crore-in-nutraceutical-plant-near-chennai-114121100946_1.html?client=safariRegards to earlier comments about opti going alone on the probiotic.... how many times does it need to be said by soh himself that the appropriate manufacturing, distribution networks are being put in place. It is not even possible for opti to go it alone. If we can get 5-6£m worth of sales in the next 3-5 years it will value the probiotic division on its own between £50-£60m. There is no other product on the market that reduces cholesterol on such a minimal dose whilst at the same time reducing blood pressure (two widely known key elements to heart disease) - this will be recommended by gps in years to come. Still we need a larger clinical trial with 100+ people and for the results to be replicated, then this division is on another lever. Be surprised if we don't breach 80p in the next few weeks.

[neftanikoff] 07/2/2017 16:52

I would be very pleased with £4 in 3 to 4 years time.
I would not be pleased with 75p to 80p or less in 3 to 4 months time, allowing for all the expected news flow.

[joyjoy13] 07/2/2017 16:44

Rather odd that this confirmation of Tata in the Directors Talk interview is not
In an RNS,
Or the general information column under shares on Google website,
Or via Opti's newsletter to folk subscribed at their website

Thank goodness for these bulletin boards or I wouldn't know.

I can only presume that this news will filter through slowly, unless the usual lines of communicating info out to the masses comes about tomorrow?

The interview, however, is on the OPTI website....

Better Science, better Health | OptiBiotix Health Plc
hxxp://www.optibiotix.com/

[owenmo] 07/2/2017 16:27

To think that announcement of the much-anticipated Asia distributorship would coincide with my birthday to-day - and to such muted fanfare! Dream on.

[onedayrodders] 07/2/2017 15:43

£4 in 3-4 years would not be a surprise ... that gives enough time for the plan for 2017 to kick in and for all revenue streams to be on-line etc.

[marnewton] 07/2/2017 15:33

Shrewdie,

Having broken out of the triple bottom the indicators were a bit toppy. OPTI has been consolidating to ameliorate the overbought condition and back-testing said breakout.

The consolidation pattern could be seen as a bull flag which will give a minimum target of just short of 100.00p. To confirm both the back-test and the flag we need to breach the recent high of 82.00p.

ATB

M

[someuwin] 07/2/2017 15:23

Yes they have alluded to before (and mentioned in today's interview) that they expect further deals with TATA other than Slimbiome.

[woodaldo] 07/2/2017 15:19

I think that tata slimbiome will fit under their sustentials range - taken from their website "A new age venture of TCL, Sustentials™ is driven to inspire healthy living and address nutrition needs of the modern consumer. With its Nutraceuticals range of products under this portfolio, the company has some innovative offerings to promote and ensure good health."
Looks like its a new area TATA are reaching into - they also have a product under there called Fossence™ (Fructo-Oligosaccharide) which is a sugar replacement prebiotic which I think is primarily used in baby foods. So could be some similiarites with OPTI here, but just goes to show that in Tata, OPTI have found a multibillion $ company where there interests will overlap. I wouldn't be surprised if more deals with Tata will arrive in the future as they look to expand this range further into healthy living.

[neftanikoff] 07/2/2017 15:17

yes i know what you said, hence 5 times 80 = £4 (at the high level)

[onedayrodders] 07/2/2017 15:02

I just get the feeling people want to run before they can walk.

I'm happy to leave my cash in here and let the company build something fantastic but from the complaining from some here not sure that others are.

And to to clarify it was 3-5 bagger

ODR

[neftanikoff] 07/2/2017 14:31

That's a shame ODR, re your comment about people expecting a 5 bagger in 2017, does your posing mean that i should not hold my breath about getting £4 per share, this year at any rate?

[parob] 07/2/2017 14:21

Today will be the last chance to buy under 78p IMO. Once this Tata news sinks in, and investors see the potential scale of the opportunity, they will pile in and we'll finally break through 80p.

[misconduct] 07/2/2017 14:19

An excellent interview and one full of eastern promise. What I found most interesting was the cholesterol product while having very good results also reduces blood pressure - a double whammy. The potential which is turning into reality is HUGE.

[haroldthegreat] 07/2/2017 14:07

re photo of pharmacy. rather strange lots of go figure but only single packs of most other things on the shelves.never in 40 years in pharmacy have i seen a pharmacy stocked like this. no products on the top shelves. one would put something up there even if it was boxes of tissues so it was not so bare. perhaps there are only single packs of go compare but displayed close together rather than spread apart.
lots of gaps empty manufacturers displays .......... does anyone have a pharmacy in their area that looks like this ?
it looks like a rep went in and said can i put some products on the shelf and take some photographs. reps often do this to try and give an impression to their boss how well they are doing their jobs. they often offer a few free packs as an incentive to allow them to take their photographs. Sometimes they say i will take a photograph to enter you for a display competition .

[onedayrodders] 07/2/2017 13:55

The launch of the Sweetbiotix products planned for late 2017 early 2018 ...is that in line with previous guidance or is their any slippage ?

[onedayrodders] 07/2/2017 13:50

Excellent well managed company with clear strategy. Happy to hold and accumulate for the future.

Should be steady flow of good news and increasing revenues through this year.
I'm confident of the share price easily surpassing £1 before year end if all planned goes well, but if there are people expecting a 3-5 bagger in 2017 they should lower their expectations or move on.(Just IMHO)

As good as Go-Figure sales of around £25k a month are and welcome, it's not going to move the share price in the short term.

I don't envisage any big RNS share price doubling moves with the current strategy outlined for 2017.

Hope I'm wrong

ODR

[deeppockets] 07/2/2017 13:50

Someuwin, he mentioned getting in to large retailers - "like Sainsbury's, Boots etc" so was careful not to say they had deals with them. He did stress the chance for the cholesterol product to have multi revenue opportunities through manufacturers and distributors which would see profits increase dramatically as costs wouldn't increase. Must be easy breakeven this year.

[neftanikoff] 07/2/2017 13:47

primal123, what with that lack of reporting it via a rns and all the buys of late, you almost get the impression they have been told to continue to keep the breaks on for whatever reason

[someuwin] 07/2/2017 13:37

Also mentioned Boots, Sainsburys and Waitrose by name.

Plus confirmed still £3.2m in the bank.

[primal123] 07/2/2017 13:32

Can anyone tell me why this hasn't been RNS'd?

[rafboy] 07/2/2017 13:31

Great interview, so much to look forward to.

[tightfist] 07/2/2017 13:21

Excellent interview, progressively putting meat-on-the-bones. Lots to like here, I love minnow companies forging Blue Chip partnerships.(Time is ripe for my next Go-Figure order - where is the best place to buy the Bars; is there still a discount code for -20% somewhere until the end of February? I can see three packs of Shakes for £50 on Amazon).Cheers, tightfist