Optibiotix Health Share Discussion Threads

[parob] 15/5/2017 10:17

SBTX looking perky this morning. Wonder if we saw the bottom on that stock last week...

[elrico] 15/5/2017 10:16

I'm not sure I want to be linked to FLX :))

[scotty1] 15/5/2017 10:08

Surely that should be posted on the FLX thread elrico,this is the OPTI thread,now away with you ;))

[elrico] 15/5/2017 10:05

FTSE250 listed NCC is a better bet for those looking to ride on the back of cyber security. Recovery play?

High valuations are nothing new in the tech sector. Indeed, the scores of companies operating in the online marketplace in particular carry elevated earnings multiples as investors expect the increasingly-connected world to deliver exceptional bottom-line expansion in the years ahead.
Online security specialist NCC Group (LSE: NCC) is one such company.
But sky-high valuations often leave these companies in severe danger should their route to gargantuan profits growth suffer a puncture. And this has been the case for NCC in recent months. A shock *profit warning on Tuesday sent the internet play to four-year troughs.
The stock is now dealing at a 68% discount as of *February 17

[elrico] 15/5/2017 09:43

Ah, it explains why the wife cooks rice for me while her and the boys apparently prefer noodles.

[elrico] 15/5/2017 09:15

Marnewton - I like the term "gung-ho" because my mind's eye links it to a time many Manu fans remember fondly when SAF changed tactics when he needed to turn a loss into a late winner :)

I may well have won on votes...Russian interference again ;-)

I always found when rice is cooked properly it shouldn't need draining :-)

[scotty1] 15/5/2017 08:52

Paying full offer,always a good sign.

[marnewton] 15/5/2017 08:52

O/T,

someuwin,

Thanks for the heads-up on FLX, I'm in this morning.

M

[marnewton] 15/5/2017 08:48

elrico, I admit I used dramatic licence with 'gung-ho', but I think 'enthusiastic' covers it;¬)

EDIT: You win on ticks:¬(


shrewdie, you may have missed paragraph two in my post, I absolutely agree with the SBTX spin-off, no argument from me on that one.

As for free shares, slarty, the jury remains out.

M

[pglancy] 15/5/2017 08:37

slarty, we will see. I unconvinced about your theory so let time and patience be the judge. He has not been about over the weekend or this morning.

letmepass, i suggest you do more research particularly in to your own investments. Filtered.

[shrewdmole] 15/5/2017 05:45

Mar

I have no real opinion either way on the de merger but one thing that's been overlooked is the derisking.

Initial signs are good for Sbtx but imagine this time next year sugars gone well and lpldl is flying and we are finally seeing the benefits only for Sbtx to hit an issue on a new product. It would devalue the whole especially in the modern fickle market place.

Opti havent demerged the proven products (note) just skin to start with that needs to jump through a few more hoops and is slightly behind the curve of growth lpldl is.

The skin investment was an opportune one that turned a small investment into a good return with potentially huge returns in the future at no further cost.

It's business and damned good business.

I believe Opti will keep a core of strains and only demerge certain vehicles at the right time.

As for the bashers leave them to it.

S

[letmepass] 15/5/2017 00:49

60 million company but no sales... Mmmmm

[slartybartfaster] 14/5/2017 23:51

ZEBBO GO back to ramping eme it needs all the help you can muster after last weeks failed fundraising. Leave us grown ups to worry about market v revenues.

[monkeywench1] 14/5/2017 23:34

Thats why the rampers are working overtime.

[zebbo] 14/5/2017 23:21

How can a company with revenue of 288k, be worth 60m.

Must be an awful lot baked into the current Sp and then some

[slartybartfaster] 14/5/2017 22:46

I like the idea of demerging especially if we get free shares. It makes sense to me.

[slartybartfaster] 14/5/2017 22:21

pglancy you may also find mickey mouse is busy trolling yet another tw tip, nipt. You have to wonder what medication was prescribed because its not working. You have to go back 2 weeks to 29.04.17 before you find a bull post. most of his time is spent exclusively trashing tw tips and quite prolific. I wonder how much tw has cost him? Perhaps micky mouse can tell us so we have a handle on why he is so vexed like a woman scorned.

[parob] 14/5/2017 19:39

A couple of interesting microbiome related articles out this past week:

A Baffling Brain Defect Is Linked to Gut Bacteria, Scientists Say



A Shot against Post-Traumatic Stress Disorder
Tweaking the gut microbiome may hold promise for fighting stress, anxiety

[marnewton] 14/5/2017 19:25

I really don't know why you are so gung-ho about splitting OPTI up, elrico.

SBTX had to be demerged, no question, because of it's structure and relationship to OPTI.

Otherwise, I remain unconvinced. Of course the advisors, many and varied, will push for it, turning OPTI into a magic money tree of fees.

Maximising shareholder value? Maybe. Maybe not. Who knows?

R&D funds? Would they be required? I thought we'd be self sufficient from revenue. That's my hope, anyway.

And on the one hand you don't want OPTI taken out prematurely (rightly so), but on the other it "allows each division become more attractive" to a predator. An internal contradiction?

We'll have to agree to disagree - back to the charts, so much simpler;¬)

Gotta dash - rice to be drained - and only I can do it, I'm told.

M

[joyjoy13] 14/5/2017 19:11

Diamond
Yes, long term holder, I thought that article I posted the other day did sum up , well, for me anyway, the reference to ARM.
Plus, I feel confident about SOH, watched enough videos of him and read feedback from folks who've spoken to him...
Anyhow, let's see what tomorrow brings..

P.s. I've never had a share where I'm truly in the red and simply don't care because I've every faith in this company.

P.P.S. not ramping, all IMHO, DYOR.( that's to any newbies )

[elrico] 14/5/2017 17:34

I know some PI's are not in favour of splitting the divisions, not least because the SBTX demerger so far has created far more confusion than the value warrants. This thinking is premature at best. The demerger is not just about maximising shareholder value, it also allows each division to raise its own R&D funds, this in turn allows the division, in this case SBTX to fast track all events leading up to and including commercialisation without reducing OPTI cash resources, thus reduce OPTI's cash burn even further. That is not the end of the attractive mature of the demerger, it also safeguards OPTI being taken out in it's entirety prematurely before shareholders realise substantial value, but at the same time allows each division become more attractive because it simplifies each division by specific markets a potential predator may not otherwise want while at the same time, through continued majority holding interest by the parent company, OPTI, shareholders retain significant future value.