Optibiotix Health Share Discussion Threads

[elrico] 13/9/2017 20:33

Everyone and their dog have been focussed on news post Vitafoods, and waiting to see what SACCO bring to the revenue table - Today's news and last weeks bonus - TATA/LPGOS are typical examples of work going on behind the scenes with minimal fuss. There is a buildup of news waiting from SACCO related business. SOH is clear, SACCO have already had several US companies expressing an interest in using OPTI ingredients. This will become clear in due course. There is also the small matter of SACCO only just getting the business (global license) signed, which must have impacted on the 10 national type deals SOH talks of. We will almost certainly have a price pressure building ahead of the Las Vega exhibition as we did with Vitafoods, when excitement was building ahead of the LP-LDL launch. I'm confident OPTI/SACCO will have products that US market will be eager to incorporate in their businesses. TATA/SlimBiome must be close to announcing products ahead of the New Year and of course, the bonus, TATA/LPGOS launch of production in November and optimised production at some point in December. Perceived radio silence around SlimBiome and SweetBiotix could be broken any day, week...just time.

The frustration is David Evans offloading shares, for whatever reason - an unwelcome distraction and frustrating if investors are fully loaded, so don't see this as a buying opp. At some point sentiment will change and most likely ahead of revenue guidance from Finncap. Of course this is what the market wants and SOH wants to deliver, but it has to be on his terms and be credible or the market will be unforgiving if over optimistic, which would be easy to do because this is all new and we need to remember this - I'm sure most peeps do; apologies if this sounds like I sound like a patronising winker, some kind gentleman like to call me. ;)

[marnewton] 13/9/2017 17:32

Pity he didn't wait for my 83.00p target - we got within four pence of it intraday...no banana! (Or is it cigar?)

Today we bounced off the (just rising - so support - just) 50 day SMA. Hopefully it will hold, though the indicators have a bit more unwinding to do.

I do a chart later.

M

[bobdown2] 13/9/2017 17:06

If it's this David Evans guy then he still has lots left if he decides to sell the lot..with all the recent news it seems a shame that seller is not being matched with a buyer.....now ...what part of that have I got wrong ??

[judijudi] 13/9/2017 16:27

150k sell
The reason or part of it for today's drop

[someuwin] 13/9/2017 16:23

Further note from SOH..."There appears to be questions over revenues on this deal. I have tried to give investors an indication of potential where I can and have done so in this RNS. If investors read the RNS closely they will see that Bened reported US$2m of sales through both on-line and off-line channels, largely in their region. This is for a product without human studies so with our human studies hopefully most can see the revenue potential from this deal alone. Best Wishes, Stephen OHara"

[kipper1960] 13/9/2017 15:05

Generally speaking, Taiwanese companies move more quickly than their counterparts in the West (in my experience). They are more focused on delivery and less concerned with dotting the i's and crossing the t's of all the red tape associated with a commercial partnership. Hence the MoU - it allows both parties to start working together on the products (both sets)before the commercial agreement is signed. Therefore, I would actually expect products to be almost ready when the proper commercial agreement is signed. SOH's comment "The commercial offerings are in place. You just need care when you work in Asia to validate their statements." does not surprise me in the least. A Taiwanese University spin-offs will probably overstate its value and a Taiwan registered Patent is looser than an International one, so again, the MoU will buy time for OPTI to check everything out thoroughly.

[imnotlong] 13/9/2017 14:25

Thank you for sharing that. Let's hope it is quicker than folks think then.

[someuwin] 13/9/2017 14:19

...I asked SOH if he anticipated commercial offerings within the MoU timescale (12 months) or would it take a year to develop products.

He replied that "The commercial offerings are in place. You just need care when you work in Asia to validate their statements."

[imnotlong] 13/9/2017 13:52

Why do you say that someuwin? I had the other view that as it's only a MOU it should have been an RNS-R. You have been here years longer than me though so you may have further insight?

[someuwin] 13/9/2017 13:44

Today's news is a lot bigger than the market is giving credit for.

And I suspect we will see the results of the collaboration a lot sooner than many realise.

[vanduke] 13/9/2017 13:41

Been adding today.

[parob] 13/9/2017 12:57

Summing things up, OptiBiotix's house broker, finnCap, said: “Geographically, OPTI will benefit by potentially going on to commercialise LP-LDL into Taiwan, Japan, Korea and SE Asia, whilst Bened could benefit through OPTI commercialising its PS128 strain in Europe and the US.”

“The widening of OPTI's probiotic portfolio into psychobiotics allows for wider potential markets opportunities going forward and is positive, given that Bened is established in this area as a market leader,” said analysts Alex Pye and Mark Brewer.

[parob] 13/9/2017 12:54

Just grabbed 5223 at 67p. Very happy with that top up!SOH has played a blinder with Bened. Making the move before others pounce. Great synergies between the companies. And the good thing about this move into psychobiotics is OPTI haven't had to fork out to acquire IP, yet - subject to terms being agreed - will benefit financially from selling it.

[dorset64] 13/9/2017 12:38

Well I timed my buys to perfection again.... not :p

[nimrod22] 13/9/2017 12:36

Its gone down through the 9, 13, 25, 50, 150, & 200 mda with quite some momentum; may keep going down until under 60p??

[asterix96] 13/9/2017 12:30

The market makers are playing with the figures to get us to sell! I bought another 3369 @ 68.24 (Time 1138) but shown in the trades as a sell.

[judijudi] 13/9/2017 12:22

This is getting silly now
Short sighted fools!!!

[siennadelekat21] 13/9/2017 11:58

I guess this RNS answers The question Elrico asked in his recent telephone interview with SOH about expanding into Cognitive area then : )Sienna

[owenmo] 13/9/2017 11:47

This morning's announcement isn't just about a new partner is it?; it's a new product or strain; yet more platforms(neurological and animal conditions), one having established sales under its belt; new Asian markets opened up; and an added string to our bow entering U.S.A. And as we've said many times, you have to walk before you run or even fly.

[rollthedice] 13/9/2017 11:30

Looks like this could break lower ~ live quote to buy is now 68.24

[bobdown2] 13/9/2017 11:27

Those that want to use their order size to get a discount and the mms method of dropping the share price to create the volume could be a reason for the trading of late. But it is only my take and you need to look at the late trades reported to make up your own mind.