Optibiotix Health Share Discussion Threads

[elrico] 21/3/2017 23:46

Ah, senior moment! You must be talking of michaelmouse. I haven't ventured to the other side today. Fish in a barrel...the mouse knows no shame. Let me guess...his argument remains OPTI market cap being too high, dilutive placing a hoy, cold winter 40p soon, then 8p, demerger is a cash call by another name, but I wish you all well ;-) All examples of the void in his knowledge of OPTI and the market mechanics. I don't waste my time discussing OPTI with him. I much rather demonstrate his errors and lies in the hope he does not put off potential investors with his lies and misinformation and of course, poor investment choices and of course, the two frauds and other than uses accounting smoke and mirrors to create the illusion of a growth company. I bet he still thinks TRAKM8 is worth £20! I at least got my 60p target right for TRAKM8. He didn't have the courtesy to thank me either ;-)

[elrico] 21/3/2017 23:19

Owen - Sorry pal, I don't follow? Nose for detail? Whom do you speak of?

[owenmo] 21/3/2017 23:14

Elrico, top of the league to-day indeed - and, paradoxically, the lengthiest submissions emanating from a non-investor with little else to do than nit-pick. What a pity that his nose for detail couldn't convert into something positive for himself and in turn for us.

[elrico] 21/3/2017 23:08

Current holding of SKIN
Shareholder Holding pre Admission

OPTI - 72.5%
University of Manchester - 12.4%
Dr. Catherine O'Neill - 7.6%
Dr. Andrew McBain - 7.6%

Post admission OPTI are expected to retain 40%

Post admission it may appear there aren't may shares about, but SKIN will be 1p ORDINARY share, whereas OPTI are currently 2p ORDINARY.

[someuwin] 21/3/2017 22:59

Good to see them working so late!

[parob] 21/3/2017 22:57

Skinbiotherapeutics set up their Twitter account account 45 mins ago!Here's their address: @SkinBioTThey posted the Manchester Evening News article about 20 mins ago!

[lukead] 21/3/2017 22:55

I won't mention him again, after this post, just a shame a guy with his holding remains silent.

[whl2] 21/3/2017 22:38

aye, not a bad day!

[elrico] 21/3/2017 22:37

I must confess to my heart skipping a beat when I noticed OPTI top of the BB activity.

[elrico] 21/3/2017 22:35

Ref Parsnip - Luke, give it a rest, please. I don't suppose you are aware he lives in the southern hemisphere partying with the little Hobbits. If you check his profile, he barely averages 6 posts per month.

[spike_1] 21/3/2017 22:12

lucked,
Re Parsnip - if you look at his frequency of posting - around 1 or 2 a month from memory (on any / all) threads, he clearly spends his energy / time elsewhere. Good for him!

Best wishes - Mike

[spike_1] 21/3/2017 22:09

John Henry - what's interesting is that both Opti and VRS are dependent on near / medium goals being achieved.

In both cases it is - put simply - contracts to supply / manufacture product to be sold on in various forms to end user.

They both rely heavily - at this point - on the credibility of their CEO's! both of whom have a reasonable degree of commercial credability.

They are both mould breaking in their ability to alter / transform their respective sectors.

If you are in one - then it could be in your best interests to learn about the other and in so doing spread your risk / reward for an equivalent reward over the same time period.

Best wishes - Mike

[lukead] 21/3/2017 22:05

Such good news and a multitude of post's and conspicuous by his absence, the poster Parsnip, who claims to hold just under 3 percent, well he maybe telling the truth, just a trifle odd that he gives that information and yet had nothing to say

[john henry] 21/3/2017 21:49

OPTI all lining up nicely have added 60k these past few days and moved my trading hold into the long term pot.
Holding more stock now than any other time.

OT take i look at VRS i do hold from 15p with a fairly large chunk. Huge potential imho DYOR.

[parob] 21/3/2017 21:39

Coverage in the Manchester Evening News plus comment from Catherine O'Neill:



Dr Catherine O’Neill, CEO of SkinBioTherapeutics, said: “We believe there is a readily exploitable and critical gap in the skin care market for microbiome-based applications; the skincare market has received a fraction of attention compared to the gut.

“The team at SkinBio has developed a proprietary technology platform in SkinBiotix which is founded on scientific research for which a number of patent applications have been made.

"Our platform has multiple applications in skin care and we are developing products for markets where partnering takes place at an early stage.

“As a team, we have good connections within the industry for future commercialisation purposes and we have an opportunity to establish early mover advantage.”

-------------

As partnering takes place at an early stage, we shouldn't have too long to wait...

Lots of reasons to hold or accumulate at the moment, yet no reasons to sell. This is only going one way IMO.

[wreckage] 21/3/2017 21:13

JJ
Sorry not to have come back until now but what i am saying is that Optibiotheropeutics will need to raise funds. When it is listed on AIM the only funds that it will have will be that generated from any revenue and wars left of the #650k that Optibiotics put in when it bought the Optibiotheropeutics shares

[shrewdmole] 21/3/2017 20:31

Risky

I can live with that.

In my day job the real wealth is made over time and not short term.

I'd be more than happy to not have free shares (poss lock in) to avoid the flippers.

It would be nice to be able to subscribe for skin shares though and maybe treated as a priority application due to being an extg holder?!

I'd be a buyer if that was available.

Either way as Opti holders we benefit from a huge uplift in book value of skin.

S

[jimmylufc] 21/3/2017 20:29

Thanks Sm - I was thinking that might be the case, thanks for clarifying and best of luck to everyone invested

[1bokke] 21/3/2017 20:27

So I come out of my meeting this afternoon and damn... If this is what happens after sitting in an all day meeting then tomorrow I shall be trawling the halls looking for another one!! This is great news and I think shows a much wider investing audience what a serious company Opti has the potential to be.

[riskybusiness1] 21/3/2017 20:26

Shrewd - I agree with everything you said apart from dilution. This will be due to cash raise only. From Adam Reynolds interview it sounds like opti will remain majority shareholder for a period of time. This means the free shares should be allocated to us eventually. This is pretty much the same as a lock in period without having your name on the share register instead it will be optibiotix. We do not know how long this period will be however. Prevents the shares getting flipped immediately following ipo. This is what I understand anyway. Sure we'll find out soon enough

[shrewdmole] 21/3/2017 19:46

Jimmy

You raised a good point.

However what is worth remembering is soh is the largest pi of all of us so any deal or spin off is going to be based on increasing shareholder value and wealth.

If I get offered shares or warrants I will be taking my maximum allowance.

The scope of the microbiome in health and medicine is only
Going to increase.

S

[parob] 21/3/2017 19:37

Looking to commercialise first skin products next year!



"In becoming a listed company, we are looking to raise our profile not only with investors, but also with the major players we would look to partner with," said SkinBioTherapeutics Chairman Martin Hunt in a statement.

"The additional funding will enable us to drive the progress of our three development programmes, specifically bringing our lead candidate, being our cosmetic application, through human studies with a view to commercialisation in 2018," Hunt added.

[shrewdmole] 21/3/2017 19:25

Jimmy

Our current holding is worthy what we've paid in cash which I believe is 650k.

On listing it's expected that Opti may end up owning circa 40% of a newco with a cap of £10-15m. Part of that reduction in shareholding is due to the likelihood that we will all get shares and/or warrants.

So based on the lower end of the range 40% of £10m is £4m so the value to Opti increases despite the holding reducing.

So worst case that part of the business on the books goes from 650k to 4m.

Sm

[jimmylufc] 21/3/2017 19:14

Excuse my ignorance but when the skin division separates from OPTI and OPTI loses 50% of the asset does this mean that the share price reduces or perhaps the 50% is allocated a valuation in excess of the existing 100% when it separates allowing the share price to increase ?