Optibiotix Health Share Discussion Threads

[slartybartfaster] 22/5/2018 13:52

shazbo, should i rephrase my comment, resigned to be disappointed.

[michaelmouse] 22/5/2018 13:39

Primal123 - post 35575

SOH's remarks illustrate perfectly why Opti is not currently worth anything like £58m. In fact (imo) it'd be overvalued at half that market cap. His remarks are just waffle to keep investors interested.

There is no reason why he can't report revenues for the latest 6 months tomorrow is there? i.e. December 2017 - May 2018. They already know what these figures are. In turn they should have at least some clue as to full year results.

The company just keeps spinning a yarn about jam tomorrow which now seems to be pushed out yet again to 2019.

The figures now are absolutely crucial. If revenues are still poor then cash burn continues and funds are dwindling.

Smacks of waffle to keep the share price propped up ahead of an inevitable fund raise despite denials about extra cash not being required.

Let's see if they mention cash remaining NOW tomorrow and not what was left end November 2017?

As ever AIMHO.

[monkeywench1] 22/5/2018 13:39

The key year is 2019 yet the Rampers have been working overtime in 2017-2018.

[alanrussell] 22/5/2018 13:31

To me the standout part of today's announcement is that the agreement is non-exclusive. For Seed to commit to producing, marketing etc. in full knowledge that it could have competitors using LP-LDL indicates a high degree of confidence and desire to have first mover advantage.

[shazbo] 22/5/2018 11:37

Slarty, you miss the point of the post. I am not expecting forward guidance figures, I fully appreciate the reasoning behind not releasing them as yet. I was more responding to the questioning of why people are selling now. What I am hoping for however, is more detail from the forward looking statement.

[slartybartfaster] 22/5/2018 11:23

shazbo, you have set yourself up to be very disappointed then. How can the bod offer guidance months in advance of each deal? The time for this would be interim stage at the earliest. The key is cash at bank and a forward looking statement. All Opti will have booked for the period is gofigure and HLH and possibly license fee's. The key year in 2019.

[rafboy] 22/5/2018 11:21

Wonder if we will see some interest from the US later today?

[aspex] 22/5/2018 10:00

Have had experience trying to buy 50k a couple of times.MMs try to get a premium so both times managed to get multiple 15k/20k without any premium. The company is just too small to expect anything else.

[robo28] 22/5/2018 09:47

You know what they say regarding the stock market, go away in may, come back st ledger day!! Worth holding till then I'm sure

[parob] 22/5/2018 09:43

TBH I don't care if any celebrities linked to Seed are paid. OPTI won't be paying them, Seed will - yet opti will benefit.

[shrewdmole] 22/5/2018 09:43

Primal

Tomorrow is all about the post year end progress and the forward looking statement.

I've noticed a distinct change in Opti trades. Yes there are a lot of smaller fractured sells which are probably bored pi's.

However the larger buy trades are becoming more prominent, ignoring parsnips few tranches there's been several 20,30,50 and 80k buys.

Do you think whoever bought nearly £70k worth this morning is buying for tomorrow's results. They won't care about a penny or two.

I think we are getting ever closer to the penny dropping as someone said earlier and it seems with some deep pockets it already has.

Cantor have been messing around jumping from bid to offer daily so I'm sure they are filling an order of some kind.

S

[2350220] 22/5/2018 09:40

Thanks for that Primal,
John

[primal123] 22/5/2018 09:38

SOH also surprised investors didn't pick up Per's comments in the interview yesterday that there were 200 customers at the Opti stand at Vitafoods:"Surprised investors didn't pick it up. The interest in OptiBiotix at this stage of its development is better than any company I have been involved in."

[pj 1] 22/5/2018 09:27

The Celebrities are no doubt paid to use the product and promote it. They will also get a fee for their name being used in any promotional material.

[primal123] 22/5/2018 09:21

I asked SOH about the results and to ensure that people are not expecting too much tomorrow as the results are only until the end of Nov 17:"Agree, and to overstate the point its six months of agreeing deals. As I have stated (see interims) this is a transition year for research to the start of commercialising products where we are striking the deals with partners and building the foundation for a business based on license deals and royalty payments which are typically paid quarterly of with larger groups 6 monthly. We have openly stated we will give the market forecasts when this process is complete and we can predict revenues with a degree of reliability rather than guess. The success and timing of one or two deals (and when royalties are paid) can change revenues significantly so until this process is complete we will remain cautious and focus on building a solid and sustainable business for our investors rather than hype the market with speculative forecasts. Investors can hopefully see the market interest in our award winning science and products and the number of deals we are making with leading industry partners. We will continue this stage of commercialisation with more deals of growing value across a wider range of territories. All these will provide royalties and license fees which on a continued low cost base will lead us to profitability across all our platforms. We are building a sustainable high value business in a structured fashion, consistently reducing risk by creating multiple partnerships and revenue streams, in one of the most exciting areas of science - seen by analysts as the future of healthcare (see todays news on microbes and leukaemia). As Per said in his interview he has never seen such interest in all his years in business, with a growing interest from pharma. The future looks good to me."

[wreckage] 22/5/2018 09:14

Wonder how the mm filled the order for £65k at 8.10am this morning.

[allstar4eva] 22/5/2018 08:56

Drago - get a mobility scooter and buy more:-)

[drago] 22/5/2018 08:54

All-star
Some of us can't walk properly , our boots are stuffed

[monkeywench1] 22/5/2018 08:52

More ramping will not help share price Need to see the figures and evidence of actual retail demand. As others have noted patience is required.

[nobbygnome] 22/5/2018 08:52

>> slarty

My long experience has taught me never to be in a hurry......

[allstar4eva] 22/5/2018 08:52

If it truly is undervalued then the sale won"t last forever!!!

[onedayrodders] 22/5/2018 08:51

Agreed Trotters... I think the average AIM Investor needs to see "Cameron Diaz" mentioned more than a market size of £2b.

[allstar4eva] 22/5/2018 08:51

I don't understand why people are complaining. If you feel the share is significantly undervalued at these prices then fill your boots whilst the sale is on:-)

[parob] 22/5/2018 08:49

Absolutely amazed by the lack of interest following that RNS. Surely OPTI will be tipped again soon by a mainstream publication on the back of all these deals.