Optibiotix Health Share Discussion Threads

[parob] 27/3/2017 08:48

People were saying the indicators looked a little toppy last week.Looks like a higher low is being created...

[judijudi] 27/3/2017 08:44

After Fridays after hours RNS I'm not surprised by the drop in the slightest

[john henry] 27/3/2017 08:44

Skin was probably valued around 2M in the current portfolio TT. Opti will still hold a far chunk. Opti has lost around 5 M this am. 80s a resistance to far at the mo. A pretty dramatic pull back from 88p intra day high late last week.

[talkingtrades] 27/3/2017 08:40

RNS re YSF still dumping large amounts can't of helped.IIs holding this back again...

[talkingtrades] 27/3/2017 08:39

Looks like we failed at 80s again.Could also be dilution in anticipation of Skin listing.

[bernieboy] 27/3/2017 08:38

Well I wasn't expecting this great top up opportunity!

[elrico] 26/3/2017 21:13

Sienna - If I am willing to set up a Michaelmouse thread using my own username, what purpose would it serve creating multiple aliases? I am not afraid to stand or fall on my posts, so hiding behind multiple aliases make no sense at all. Like most of what Michalemouse has to say has no logical sense. Like you point out, it's an easy cop out. He first adopted the filter tactic when asked about his methodology, investment criteria for AVN and asked to apply it to OPTI. The following observations were made;

AVN had committed fraud
The CEO admitted so in a national rag, so this was not in dispute
AVN was drowning in debt, this debt was growing at an alarming rate
It bonds were junk status
AVN had missed every target the company had set itself in the last 5 years
AVN accounts were being cooked to the point revenues were being questioned
AVN needed to raise new funds before it defaulted banking covenants
AVN sat have spare capacity
AVN losing margins on band width

OPTI has no debt
c£3m in the bank
No further funds needed to see it through to commercialisation
Unlike AVN, OPTI BOD are very credible
OPTI low cash burn
Early revenues via GoFigure
MN partners knocking on OPTI's door
OPTI's IP worth more than the current market cap
OPTI IP has multi $bl market

I could have gone on. But what is the point, he won't answer any of them because he knows he will look even more foolish, if that is at all possible. You only have to pay his fan thread a visit for that crown.
MN partners paying to sit at the IP table
No risk to OPTI

[elrico] 26/3/2017 20:45

Risky - It is worth flagging Cath stated there were several potential partners showing a keen interest in UoM IP and partnering, but she chose OPTI because of SOH and his work. She clearly expects OPTI to take UoM work further and quicker. I would love to know the identity of the company that put a £250m valuation on the company once spun?

Bran - c40% I have also seen 44%, but I would go with 40%. I know SOH expect SKIN share price to behave similarly to OPTI post IPO. One thing for sure there won't be many shares about. I expect them to be held tightly, which will help the share price

I also agree we will be surprised at the momentum GoFigure has gained in less than a year. SOH hinted as much. However, we won't have a full year due to the soft launch at the end of June.

As for the OPTI share price YE target. I don't like these type of prediction, but given I have already suggested 90p by LP-LDL launch, and the YE is just for fun...I am going to go gung ho and predicts 180p and I'll offer some sort of logic to this.

SOH has said he thinks OPTI fair value should be c200p
Slimbiome via GoFigure has the potential to surprise us
Slimbiome deal with Tata product announcements in H2 - This could be blue touch paper
Boots announcement
LP-LDL product launches - This will signal OPTISCREEN derisked
SKIN demerger will demonstrate SOH is as good as his word and talk of demerger was not merely waffle by an AIM CEO attempting to talk up his own stock
And of course there is potential for further MN commercial deals to be announced.

[lukead] 26/3/2017 19:32

Talking trades, is that the latest football score or the points in a tennis game, or an attempt at some sort of stab in relation to the demerger, ????

[branboyd1] 26/3/2017 19:06

Anyone know what percentage OPTI will own post demerger?

[talkingtrades] 26/3/2017 18:23

1-1???0.5-1???

[talkingtrades] 26/3/2017 18:22

So what's the offer for existing OPTI holders.

[mouse20] 26/3/2017 18:17

And has this been posted, a skin IPO advert offer document.....

[mouse20] 26/3/2017 18:10

Has this been posted? Apologies if it has already

Healthcare ingredients developer OptiBiotix Health (OPTI:AIM) plans to spin-out its anti-infection creams business SkinBiotherapeutics. The latter will become a separately-listed AIM company that can independently raise growth funding from its own set of investors. The float is pencilled in for 5 April when SkinBiotherapeutics will seek to raise £3m of initial funding.

[riskybusiness1] 26/3/2017 17:21

Why would opti spend £650k on skin ip? An application area that has nothing to do with its original platforms? You'd think they would focus on optiscreen, optibiotics and weight management divisions that they raised the initial money for? Absolutely huge potential in their own right.It tells me opti team have some serious confidence in the scientific and commercial developments behind closed doors. why take the risk, 650k is a big chunk out of Optis cash reserves? You'd focus on your key platforms right? Not when you can see the opportunity and the prematurity of the space.... It's interesting looking at the comparison between opti and 4d. Think of the calibre and how many partners opti have sniffing around and soon to commercialise with. Also the science has been phenomenal. I don't look in to 4d as much but considering they listed before opti 3years a go.. what have they actually achieved?? Considering the money they are spending? Soh actually mentioned to me at the last roadshow he looked at acquiring 4d technology before the opti tech. He genuinely said he turned it down as he didn't believe the science was up to scratch. Optis cash burn 80-100k per month. Look at what it has achieved. The costs compared to the rewards make opti incredibly attractive even at a £60m mkt cap.

[1bokke] 26/3/2017 16:47

Ignore the question mark ...

[1bokke] 26/3/2017 16:46

SKINBIOTHERAPEUTICS PLC (THE "COMPANY")?Description of business:The Company, based in the UK, has acquired and subsequently further developed technology and intellectual property comprising 18 patent applications founded on scientific evidence and proof of principle studies. The studies indicate that certain molecules found in the human microbiota can be used to protect, manage and restore the skin. The Company has identified a range of potential applications for its technology, and is looking to demonstrate viability for these applications through continued development and human studies in order to gain access to a range of markets. The Company's current priority is to focus on the preparation of a cosmetic formulation for human studies. Following the successful completion of these studies, SkinBioTherapeutics will seek to enter into licensing agreements and partnerships with established companies that have specialist skin divisions to take products to market. The Company then intends to subsequently develop and validate dermatological applications for its products in the consumer, health and well-being sectors.Back 

[parob] 26/3/2017 16:42

Expecting some high volume days on the run up to skin floating.

[branboyd1] 26/3/2017 16:24

If OPTI owns 40% of skin post demerger then OPTI holders should be given that amount in free shares. For eg if you own 50,000 shares in OPTI you would have 20,000 free shares in Skinbio. I think that's a fair offer.

[maxwellsdemon] 26/3/2017 16:12

AIM NEW AND RECENT ISSUES


NEW ISSUES NEW ISSUES LIST
Company name Market Expected first day of trading Expected money raised
Franchise Brands plc AIM 11/04/2017 £20 million
K3 Capital Group plc ("K3" or the "Company") AIM 10/04/2017 £TBC million
Alpha FX Group PLC AIM 07/04/2017 TBC
Integumen PLC AIM 05/04/2017 £2.16 million
SkinBioTherapeutics plc (the "Company") AIM 05/04/2017 ,TBC

[malreid] 26/3/2017 15:38

On H&L Skin is showing as £1.00 - is this right? Was looking to place an order.

[riskybusiness1] 26/3/2017 15:25

4d is burning cash at ridiculous rates and years away from any products or revenues. The risk/reward ratio weighs heavily in Optis favour.If skin is listed between 5-10£m i will not be surprised to see it double in the first few weeks. If this happens the strategy will prove an excellent move.

[talkingtrades] 26/3/2017 14:50

We have £3m cash and no valuation target from current broker. Let's hope break up value greater than sum

[talkingtrades] 26/3/2017 14:49

DDDD has II backing and a much stronger cash balance in the BS.