Optibiotix Health Share Discussion Threads

[joyjoy13] 25/4/2017 13:09

My point exactly!
But thanks for doing some figures behind my reasoning with the euro...appreciated.

[slartybartfaster] 25/4/2017 13:06

bernieboy, using your figures and jv 50 percent profit share i am wondering much of the 44 Euro for 90 capsules opti get? even if its just 10 euro after spripping out logistic and sale, etc, this deal alone could be worth about 1m, imagine repeat sales. This could be huge and i bet there are much bigger suppliers.

[scotty1] 25/4/2017 13:05

OptiBiotix Health PLC (LON:OPTI) Q&A with CEO Stephen O’Hara: AIM Listing of Skinbiotherapeutics PLC
Posted by: Amilia Stone 25th April 2017

OptiBiotix Health PLC (LON:OPTI) Chief Executive Officer Stephen O’Hara caught up with DirectorsTalk for an exclusive interview to discuss the listing of SkinBiotherapeutics PLC onto the AIM market, what this means for shareholders and how it fits in with OptiBiotix Health’s overall strategy

Q1: We’ve just seen the launch of SkinBiotherapeutics PLC (LON:SBTX) separately on AIM, can you explain the rationale behind this?
A1: Yes, sure. Just after listing OptiBiotix in August 2014 it became clear to me that the microbiome space was developing very rapidly and there was a window of opportunity for OptiBiotix to capitalise on our first move advantage and acquire IP in other areas in the microbiome space. There were two areas of particular interest, one was the skin microbiome and the second was the role of the microbiome in cognitive health, that is in stress, anxiety, mood etc., now, we’re still exploring opportunities in cognitive health and we’ll update shareholders if that opportunity materialises.
Moving on to skin, in terms of the skin microbiome, I’ve spent 12 months identifying and accessing skin technology around the world before I finally met up with Professor Andrew McBain and Dr Catherine O’Neill in early 2015 at Manchester University. I was really impressed with Manchester University, I was impressed with their expertise, their facilities and their links to industry in particular the skin field and so I set about acquiring the rights to the technology. This took 12 months and in March 2016 we reached an agreement to acquire the IP from Manchester University for £250,000 and we set up a joint venture company called SkinBiotix Limited which OptiBiotix own 50%. However, it became clear to myself and the Board that the opportunity offered by Skin and its potential future value was not really transparent to shareholders in OptiBiotix and it’s not surprising really considering that as a young company, we’ve only been on the Stock Market for just over 2 years, we have quite a diversity of IP and quite a diversity of commercial relationships across a number of microbiome areas. There’s a reason for this, whilst this approach has complexity, it’s been designed to mitigate development risk in an evolving scientific field and provide a cost-effective way to build overlapping IP and exploit the many opportunities offered by the microbiome.
So, it terms of listing Skin, the listing of SkinBiotherapeutics materialises the value of this part of the business so it’s now transparent to shareholders in OptiBiotix. OptiBiotix now owns 41.9% of a company valued and listed at £11 million which was risen over the last few days, the first few days of trading, to be £16-17 million so this means that OptiBiotix shareholders now have a significant shareholding, 42%, in an appreciating asset. More importantly, SkinBiotherapeutics has £4.5 million worth of cash to build future value in the business from these development programmes, which, similar to OptiBiotix, have targeted a very large consumer markets. So, I think it’s a great opportunity in a very exciting space.

Q2: I think you’ve touched on this but what could this mean for OptiBiotix investors and is there any idea on the timing involved?
A2: So, our focus really is on developing Skin and building value from these development programmes, that’s the immediate focus. As the value of SkinBiotherapeutics increases, this will of course benefit OptiBiotix, as a major shareholder, as the share price in SkinBiotherapeutics goes up, the market cap goes up, OptiBiotix as the major shareholder will benefit from that. At some point, in the not so distant future, and we have stated this time and time again but just to restate it, we want to distribute value in SkinBiotherapeutics back to OptiBiotix Health shareholders, now, this is quite a complex process, and we’re working with our advisers on the fairest way of achieving this.
We can’t give exact timings on this because as I’m sure you can appreciate, this is market-sensitive information but we’ll probably link any distribution to shareholders over defined time periods for example, to shareholders who held shares continuously between two time points such as the start and end of a particular month. This overcomes the anomaly where a particular trader sells or holds a number of shares for a very short period of time and gains an undue benefit so mitigate the possibility of shareholders trading in OptiBiotix simply to gain a position in Skin, this time period will be retrospective so for example, if we were looking to distribute value in the Autumn then we’d link that to shares held over a period of time in the preceding Spring. So, just to reemphasise this is just an example, the mechanism, the timing of any distribution of value has yet to be determined and would depend very much on the SkinBiotherapeutics’ progress and market conditions. Our overall aim is to ensure the best long-term approach of building value in OptiBiotix to the benefit of all its shareholders.

Q3: How does this fit in with OptiBiotix Health PLC’s overall strategy?
A3: We announced this strategy back in July last year and the listing of SkinBiotherapeutics reflects a strategy to realise the growing value of each division which the Board believes is currently not being fully realised when viewed as a whole. So, typically, shareholders look at OptiBiotix Health and judge it on the basis of its products that are closer to market but as we’ve shown with Skin, which is quite early in its development, the value of that was not fully realised until we listed it on the Stock Market.
This strategy allows investors in OptiBiotix to build up a broad-based investment portfolio across a number of areas in the microbiome space, which diversifies risk, whilst offering shareholders multiple opportunities in this really exciting space. As each listed company grows in value, OptiBiotix shareholders will benefit from the appreciation of each asset and this is a really exciting and innovative business model which, over time, looks to give OptiBiotix shareholders a position in multiple companies which is a prospect of multiple returns. So, it’s a good time for OptiBiotix Health shareholders and we’re determined to, mentioned at the very beginning, to build value in Skin and to turn some of that value to shareholders as time goes on.

[scotty1] 25/4/2017 13:01

Don't know if this is a new interview or not although it is dated today

hxxp://www.directorstalkinterviews.com/optibiotix-health-plc-lonopti-qa-ceo-stephen-ohara-aim-listing-skinbiotherapeutics-plc/412727698

[elrico] 25/4/2017 12:26

I'm sure some upstanding PI will update us in due course. I know a couple of outstanding contributors are attending. I just hope they have something to impart.

[joyjoy13] 25/4/2017 12:10

Hi Elrico
What a image comes to mind...
Ok...now when I type your name I've got The Viking theme tune in my head...
Shows how old I am!

Hey, quick response from SOH, thank you.

Hopefully other posters will post feedback later this evening, I'm confident they will, great bullitin board this.

Sorry to hear though you can't make it, Bet SOH is too!

[bobdown2] 25/4/2017 12:07

Elrico...you are invaluable.

[elrico] 25/4/2017 11:57

Hi,
No issue with MAR. Agreed with HLH Thursday. I wrote RNS Thursday pm and sent the NOMAD Friday am. They approved release for Tuesday am. Should have gone out at same time.

Best Wishes,

Stephen OHara

[elrico] 25/4/2017 11:55

Joy - Work commitments and the fact I doubt they would allow anyone resembling a viking with Iron Maiden tats on the premises.

[joyjoy13] 25/4/2017 11:25

The German connection.
Revenues will be in euros which will be most welcome IMHO as £ in turbulent times...

[spike_1] 25/4/2017 11:16

Thanks elrico. So NOMAD 'withheld' the RNS, could still therefore be manipulation? Surely the NOMAD must have a system to check if indeed an RNS was published at around 7a.m. It's not that difficult!

I wonder when OPTI spotted it was missing, and what they did - could they not reach the NOMAD before 8a.m. Appalling if they couldn't.

I shall certainly ask that this afternoon. And then again on a one on one afterwards if the answer doesn't seem logical.

Cheers - Mike

[joyjoy13] 25/4/2017 11:08

Elrico
Are you attending today?

Great RNS X 2 today isn't it...all be it missed timed releases? ...

[lukead] 25/4/2017 11:01

It was a mistake then, just as I thought. I don't think SOH is pleased with Fincap, I don't know if they were responsible, but OPTI recently changed house broker, is it too early to change again?

[joyjoy13] 25/4/2017 10:59

Tightfist
Yes, looking forward to comments from those that attend.
In today's brutal financial market place, SOH does seem like a breath of fresh air.
Never met him but viewed all the videos and I genuinely like the man, his character and ethos.
All feedback from posters do seem to support the fact he's extremely passionate and definitely on the ball in this fast moving market that we appear to be the front runners.
Looking exceedingly good.

Let's hope in next few days more analysists / brokers etc on board to spread the word and for those of us who need a figure...perhaps a target price?
With regards broker targets, don't usually mean much in MHO, I'd be better suited to throwing a dart at a sheet of numbers...ha ha. Just my opinion...
Anyhow, next few days , and long term definitely look exciting times ahead.

[portrush] 25/4/2017 10:56

If anyone going later could ask SOH about what's happening with regards the 200 outlets in a major retailer for Go Figure. I realise there is more exciting news to talk about but I'd be interested to know what happened to the Boots listing (if it ever was them)...is it still happening?

[elrico] 25/4/2017 10:50

Spike - ref RNS. SOH says it should have gone out the same time as YE statement. It was sent to NOMAD Friday.

[monkeywench1] 25/4/2017 10:45

The share price performance over the last year tells its own story.

[riskybusiness1] 25/4/2017 10:32

Sales before launch...very good sign. Note this isn't cardiobiome or cholbiome which proves the 'intel inside' concept of having this ingredient in a number of products under a number of brands.....What I do get from the rns is that it seems they are interested in branding this as their own product meaning this will not be a one off order....looking goodRns probably released early so that it was not lost amongst the results this morning....if any questions about why no figures... if you tell the market wgst this distributor is buying at then their customers will have stronger negotiating hand

[owenmo] 25/4/2017 10:22

Guys, can you imagine the scene?: sitting, presumably in a darkened room, poring religiously over RNSs and a BB relating to a share that you don't hold, inventing and then expounding conspiracy theories in literally thousand of chosen words over the course of a year. A strange way indeed to spend valued time, and what wonders a conversion might deliver.

[tightfist] 25/4/2017 10:15

JoyJoy,We are on the same page in reading SOH. His engaging approach to me at the 1st April show was notable; over the years I have perceived a few other CEO's similarly - but not many!I cannot make it to London today, but I am hopeful that some posters will be able to give us some insight on the sentiment this afternoon.Cheers, tightfist

[spike_1] 25/4/2017 10:09

Thanks lukead - I was wondering that ;0)
Best wishes - Mike

[lukead] 25/4/2017 10:05

All those deals at 73.6p are BUYS, just in case some of you think that they are sells just because they are recorded in the sell column on Advfn and other financial sites. This is one of my pet hates, the miss recording of deals.

[bernieboy] 25/4/2017 09:52

Been having a look at the HLH BioPharma website. No mention of the Opti ingredient yet of course but they do already have one similar product for sale which states 13% reduction. Will be interesting to see what figures are put up for the product containing LPldl.
LACTOBACT ® LDL CONTROL
Dietetic food for special medical purposes (supplementary balanced diet). For the dietary treatment of high cholesterol

CHARACTERISTICS:

Positive effect on the whole cardiovascular system
Effective reduction of LDL cholesterol by up to 13%
Natural treatment without side effects
Clinically tested strains

Can buy online FROM 44 Euro for 90 capsules. This has the makings of massive massive revenues make no mistake!

[spike_1] 25/4/2017 09:51

Re: "I agree, I doubt it was a Gaff either. IMHO SOH genuinely wishes to reward patient holders/supporters."

All very well, BUT it is still market manipulation surely.

Best wishes - Mike