Optibiotix Health Share Discussion Threads

[slartybartfaster] 23/8/2017 19:49

elrico, That bush you got me was lethal fella, 12% brown ale. Mental lol

Back to putting the little boy in his place again i see. lol. When will the idiot he ever learn.

[incanus] 23/8/2017 19:43

I cant find anything in Nieuws en actualiteit uit Mechelen. lol

[shrewdmole] 23/8/2017 19:37

Is there anyone or any journal not covering Opti now?!?!

[elrico] 23/8/2017 19:36

As always, a good read speccy. Technically, you are in profit when you account for your SBTX shares, subject to the qualifying dates. I memory serves, you have been invested long enough to qualify.

Keep the faith.

[speccy1] 23/8/2017 18:55

Ahahahahahahahahahaha!!!! My OPTI holding has finally gone into profit!!

Woohoo! Yippee! Hey nonny nonny!

No more staring mournfully as the minus figures deepen - could this be the turning point at last?

Ah-hem... You may have gleaned from that outburst that I'm quite happy :)

[parob] 23/8/2017 18:43

More coverage today:

23rd Aug



Just a couple of extracts from the article:

LPLDL® is a REVOLUTIONARY ingredient which has been proven in double blind placebo controlled trials to both lower cholesterol and blood pressure.

Stephen believes this is only the beginning for microbiome modulators, “LPLDL® is one of a range of approaches and products being developed by OptiBiotix which modifies the human microbiome to improve weight management, reduce cardiovascular risk, and manage diabetes. I believe we are fast approaching the next stage in the development of the microbiome in healthcare, where scientists will have the ability to precision engineer components of the microbiome to prevent, manage, and treat many of today’s chronic lifestyle diseases. OptiBiotix will continue to be at the forefront of global microbiome research and the development of new products.”

[elrico] 23/8/2017 18:04

For potential new investors. Michaelmouse has been proven wrong about OPTI countless time. Here is an example of his ineptitude and a clear reason why you should ignore the serial TW troll and OPTI basher.

The business model is proven. Probi is the big clue. More research needed Michaelmouse.

The Probi business model. It should be noted OPTI have higher margins.

The revenue streams open to Optibiotix are complex as they are numerous – the
company has based its business model of Sweden’s ProBi (probiotic market), so
it is important to keep in mind the opportunity for Optibiotix is much greater.

Functional-Foods
Revenues derived mainly from royalties from partner-generated sales.
Predominantly leading food companies with major sales volumes. Optibiotix
receives only a limited portion of the revenue and the value chain. Usually owned
by the licensee while Optibiotix guarantees the product through its ingredient
brand.

Product Model - Low to medium
Revenues derived from sales of ready-made products in bulk or consumer
packaging to a partner or distributor. Provides opportunities for higher revenue
and larger share of the value chain than the licensing model. Owned by the
partner or distributor while Optibiotix guarantees the product through its
ingredient brand.

Consumer Model – Higher risk
Revenues derived from sales of ready-made products to a partner or through a
joint-venture model that creates opportunities for building Optibiotix brand
among consumers. A joint-venture model provides greater control and generates
higher revenue for OPTI but also entails higher risk since OPTI contributes to
marketing investments. Optibiotix's proprietary brands are marked clearly on the
packaging and in all communication. Examples include sales of LP-LDL® and
Slimbiome®.

Licensing Model
Optibiotix license a strain to the manufacturer who has the license to
manufacture and distribute the ingredient for a 50% of the profit. This is similar
ProBi’s functional food model above, but Optibiotix have a higher margin.
Optibiotix also license the strain to producers who will buy the strain from the
manufacturer and incorporate it into their own products using their own brand
and in house capabilities. They will license the IP (patents and trademarks) and
pay royalties on all products sold. Optibiotix will also partner to produce products
incorporating ingredient in different formulations for different markets (e.g.
health ageing) and presentations (soft gel, hard gel, capsules, tablets etc.).
These tend to give lower percentage royalty levels (7-10%) as Optibiotix’s strain
is just one component but have a higher net price giving a nice return. This is
similar to ProBis consumer model where we would expect to see these products
sold online by consumer partners and in retail outlets like Wholefoods, Boots,
and Pharmacies etc. The overall aim of this approach is to appeal to as wide a
range of partners and access as wide a range of channel outlets as possible. This
takes longer to develop than a single license deal but spreads the risk and tends
to give higher returns over time. If one area is progressing faster than the other
e.g. on-line sales, then the focus on that area to progress. Deals will require LPLDL
® or Slimbiome® trademark to be shown on all products building up the
brand (e.g. Intel inside). Optibiotix will support this with further human studies in
overseas markets and extend the application areas. If this works well the
company should be able to build up revenues in the £20-30m region in the
future giving a valuation for Optiscreen division alone under current industry
examples in the region of £200-300m. Perhaps this seems wishful. However,
ProBi’s valuation of £500m at today's value on £25m sales in 2015 accounts.
Valuation on Probiotic market on 10-20x industry .

One the spurious point OPTI is burning cash, implying it is going to need a cash call....something Michalemouse has been predicting within weeks of the last oversubscribed placing. As of Finals reports on 25th April, YE OPTI had £3.115 m while net out-flow was £1.24m. Since then, OPTI have spun out SkinBiotix and most likely will have increased GoFigure sales, reducing moderate cashburn.

Is it to much to expect someone apparently following OPTI so closely for the past two year would have learned something about the company by now!

Keep setting them up for Michaelmouse.

[bobdown2] 23/8/2017 17:59

A 40k buy after the bell looks good. Why is it always shown mid price...the mm,s cannot fool me a sell would be down on the bid..

[parob] 23/8/2017 17:55

Momentum building.Entered the commercialisation phase.Multiple announcements expected before year end.Looks like we may have new institutional interest.Here's to another blue day tomorrow.

[europa79] 23/8/2017 17:54

Welldone to those that got some Opti around the mid-fifties fairly recently (jammy gits) !!!!!!

[michaelmouse] 23/8/2017 17:35

For the trolls. Educate yourselves a little. Start with this perhaps:-







Spookily accurate again :)

Beware!!!!

[michaelmouse] 23/8/2017 17:21

For those with a more short term view, the chart implies that the down-trend remains firmly in place. The interims could trigger a 20%-30% fall on the day.

Aimho of course.

[michaelmouse] 23/8/2017 17:18

Sienna - I'm glad to hear that you take a long term view. A very sensible approach indeed. I am also glad you believe that the company will eventually deliver. I've never implied that it's a bad company, although that's part of the problem, it's early days and we just don't know yet. The business model is yet to be proven.

My argument is simple. It's overvalued for where it is. There is no revenue visibility, profits are still in the distant future and meanwhile they are burning cash. If the company was valued at £5m then fine, but it's not worth anywhere near the current £50m valuation imo. They will need another cash raise, and indeed I'm a little suspicious about the heightened publicity in recent days i.e. telegraph mention, SOH constant stream of interviews etc. These are normally a pre-cursor to a fund raise.

I think the interims and full year results may provide a wake up call for investors. Opti need to be generating net profits of between £2m-£3m to justify the current heady market cap. I very much doubt that they are even close to that in revenues never mind profits.

Anyway, aimho.

[primal123] 23/8/2017 17:02

Yes that's right google finance just shows the price of the last trade. Best to use ADVFN to check the latest price.

[joyjoy13] 23/8/2017 16:54

Thanks F3rdinand

Well, we closed a smidge just under 70 then!
Still a magnificent increase in one day

GL

[f3rdinand] 23/8/2017 16:51

Joy, I wouldn't take notice of google they just put the price at whatever the last trade was! I find the ADVFN app or an ADVFN competitor website as the best free live prices platforms!

[nervousnovice] 23/8/2017 16:47

Nice break out, hoping for more

[joyjoy13] 23/8/2017 16:46

Google finance quoted 70 at close
Then readjusted to 69.70
So not sure yet what we exactly closed at
But
I'm pleased a punch!

That's a healthy 5% plus increase in just one day!

Just so relieved I did overstretch my finances on Monday, and bought more to lower my s/p.

GLA

EDITED : wow, Google finance just adjusted to 70!

I think my jam making the other week helped us get our jam today and tomorrow etc etc etc
Ha ha...

[elrico] 23/8/2017 16:42

And here is another ramp based on factual numbers and industry matrix. "If this works well the company should be able to build up revenues in the £20-30m region in the future giving a valuation for OPTISCREEN DIVISION ALONE under current industry examples in the region of £200-300m." Perhaps this seems wishful. However, "ProBi’s valuation of £500m at today's value on £25m sales in 2015 accounts. Valuation on Probiotic market on 10-20x industry."

[shrewdmole] 23/8/2017 16:35

Me too.

Monkey you know you love me!!!

And the share price won't go up because of my posts. I just believe that Rns yesterday was a pre requisite for some major revenue earning deals.

The online quotes for sells speaks volumes.

[fathenry] 23/8/2017 16:30

Michaelmouse, like the man said earlier, forget the past and buy some OPTI and make some money to make up for you past losses.

Parob
23 Aug '17 - 16:25 - 26285 of 26286 1 0
And now they'll pay 69.33p for 80K. Surely insti background buying after yesterday's Sacco deal. This wants to go higher!

[vanduke] 23/8/2017 16:27

I have been mostly adding today.

[parob] 23/8/2017 16:25

And now they'll pay 69.33p for 80K. Surely insti background buying after yesterday's Sacco deal. This wants to go higher!