Optibiotix Health Share Discussion Threads

[marnewton] 14/9/2017 10:40

IMO, bad gateway, it's more than a little premature to be talking H & S patterns.

I see what you're seeing, but, in any case, the identification of such patterns should be reserved for TRUE TOPS, not the no man's land we currently occupy.


M

[dorset64] 14/9/2017 10:33

Wished I waited a week to buy in but all in time. Cheers for the nod DL.

[bad gateway] 14/9/2017 10:05

Need to watch the volume if the move does continue. Looks to have had lower volume on the head than the left shoulder so wouldn't want to repeat that with the right imo.

[parob] 14/9/2017 09:55

Finally moving up. Has the overhang cleared? Was yesterday the bottom? Hope so!

[marnewton] 14/9/2017 09:50

I think we all understand that, Mr. Smith.

M

[tsmith2] 14/9/2017 09:23

MOU not same things as sales, these are just MOUs to explore licensing deals..

[marnewton] 14/9/2017 09:19

Cheers jh...fingers crossed;¬)

M

[riskybusiness1] 14/9/2017 09:16

Agreed. Very annoying he has completely pulled back any momentum building from some great news. Considering the buys coming through at full ask at 76p It's very likely we would have hit 80s. The only benefit is that as they were sold in large chunks it's likely they have been placed in to stronger hands.

[john henry] 14/9/2017 08:16

Mar 66.5p is also the Fib 50% retracement level from the recent move. Appears a good level for support.

[someuwin] 14/9/2017 08:05

OptiBiotix MOU with Bened Biomedical - STRONG BUY

We promised that Optibiotix (LSE:OPTI) would have a string of deals this autumn. This one is a bit different.Our boys have announced hat they have signed a Memorandum of Understanding with Bened Biomedical Ltd., Taiwan . The MoU sets the framework for a strategic partnership to explore licensing and sales opportunities and the potential of combining relevant assets, over the next 12 months.

Bened was founded in 2015 as a spin off from National Yang-Ming University (“NYMU”) by Professor Tsai, Ying-Chieh. Bened is a leading probiotic research and marketing companies in Asia developing microbiome based products for neuropsychological, allergic, immunological, metabolic and aging-related disorders. In the past two years, its flagship psychobiotic PS128® products which help improve mental and emotional health, have been sold through both on-line and off-line channels in more than ten countries, generating revenues in the excess of $2m.

The MoU provides a 12 month period to explore opportunities relating to OptiBiotix’s cholesterol and blood pressure reducing LPLDL® strain and Bened’s PS128®, a psychobiotic that has shown encouraging results in reducing anxiety and depression in animal studies.

This agreement includes:-
The potential for Bened to commercialise OptiBiotix’s LPLDL® strain in Taiwan, Japan, Korea, and South East Asia
The potential for OptiBiotix to commercialise Bened’s PS128 strain in Europe and the USA
The possibility of combining relevant assets to broaden the commercial offering and global reach

Or it could all amount to jack. We just do not know so you must just view it as just a potential bonus at some point. What we all want is hard deals delivering real near term sales and we will get news of such deals, including real biggies like Tata/Slimbiome very soon indeed.

That is why the shares are such as STRONG BUY at 68.5p

[parob] 14/9/2017 07:55

If the seller (DE?) would at least just take a break, this should recover quickly - there's so much interest in this stock. There must be a price cut off point at which they're prepared to sell at. Here's hoping the 150K block yesterday was the last for a while.The recent good news is not being reflected in the price.

[marnewton] 14/9/2017 07:40

Will the 50 day SMA (blue), off which we bounced yesterday, provide support? It has proved a big influence in the past, particularly during the six months or so it kept a lid on things in 2016.

Horizontal support at 67.00p will hopefully also come into play.

The indicators, however, would suggest we may have further to fall as they unwind the overbought condition. So too the decisive move below the 8 day EMA (yellow) with those nasty black 'sticks.

Conclusion...I'm slightly more bearish than bullish. Soz.

M


Log scale daily candlestick chart:

[judijudi] 14/9/2017 07:35

Err You did alter
Anyway I presume it was just a typo your end. As all holders know there are multiple potential business models

[nicktopten] 14/9/2017 07:27

?? I didn't alter my post.... I don't mean two business models! I mean a business 'to' business model..... Thx

[judijudi] 14/9/2017 06:50

Morning Elric,
nicktopten altered his post when we pointed out his error on the business numbers

How's you anyway??

[elrico] 13/9/2017 23:49

From interims;

These technology platforms are being developed into self-sustaining business units with a commercial focus lead by directors who have the business development, sales skills and experience to fully exploit the revenue potential of the products. As these develop, we will separate them into wholly owned separate legal entities with the potential for an *independent exit by a trade sale, or listing separately or collectively in UK or the US, depending on market conditions. This is consistent with our strategy of providing investors a broad- based investment portfolio across a number of areas in the microbiome space which diversifies risk, whilst offering shareholders multiple opportunities in this exciting space.

* This would be a concern if each department did not reach critical mass early and explains why SOH is eager to ensure they do and separate them as legal entities rather than risk the group as a whole being taken out before it reaches its potential. That is one business model, the other is much more complex and involves copying the "Probi" model" where there are c12 LP-LDL strains alone, as well as SlimBiome, sweetBiotix and science based platforms, each producing several products, each with potential for multiple revenues streams, involving IP license, distributions license and territorial licenses where each have profit sharing and or royalties.

[judijudi] 13/9/2017 22:05

Only 2 business models?

[nicktopten] 13/9/2017 21:49

I think Finncap and Opti have had many discussions about strategy here, and while SOH has started to allude to revenues (to keep the pot boiling), Finncap remain pragmatic and understated in outlook.
When (and not if) the news flow becomes irrevocable and the share price heads north, its then that Finncap will start giving guidance on revenue going forward.
This will help underpin a new higher share price, and keep the business on an even keel in the eyes of the investing public and institutions.
What is not needed is guesswork and fluff..... this is not Opti strategy imho! They are building a solid business 2 business model which will have huge upside,... but based on fact only!

[judijudi] 13/9/2017 21:33

Winker,
I have no idea how it works
I would have thought that SOH and Fincapp must have discussed the selling by DE or whoever else is lumping them out

[luminoso] 13/9/2017 21:30

It's not surprising to me that the share price continues to falter. But it certainly does not worry me. Real revenues reported are all the short-sighted market wants and they will get them in time. These deals and those to come cannot fail to produce some stonking revenues IMO. Who cares about the current sp, when you see the ground being prepared so skilfully by SOH ? Those who bought their shares near the IPO, or in the thirties like me, and those buying now should have no concerns about the share price action at present. The market is a sloth and takes some waking up especially when the business strategy is apparently too complicated for many to understand. As someone is wont to say on here, I,m thoroughly sanguine.

[elrico] 13/9/2017 21:27

JJ - The biggest single annoyance for me is FINNCAP not appearing to be more active in finding friendly insti buyers for big lumps like DE shares. SOH has suggested demand is there, but the way the sales have been reported would suggest otherwise. Is it normal for someone like DE to approach FINNCAP or OPTI BOD to see if they have a new home at a price? I'm not so clued up on this practise - but I'd expect it to be.

[imnotlong] 13/9/2017 20:47

O'Hara gave an indication of revenue in the interims. £3m-£6m each for slimbiome & lpldl. I don't know why Finncap can't use that rather than keep reiterating a corporate stance.

[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. ;)