Optibiotix Health Share Discussion Threads

[michaelmouse] 30/5/2018 13:46

Not forgetting over two years of lies of course about not needing additional funds. You really couldn't make it up. LOL.

Aimho of course.

[monkeywench1] 30/5/2018 13:27

Rampers going great guns.. Profit not so well.

[rathean] 30/5/2018 13:17

Great confidence shown since the rns, was hoping to double up sub-60 but this might have just scuppered that. What are the odds of this now steadily moving north for a revaluation?

[colinzeal] 30/5/2018 10:12

Thanks for that Primal, good to get more meat on the bones.

[smarner] 30/5/2018 10:09

If we can produce a safe alternative to Statins & get access to NHS then £1.5m is pnuts? Same with T2 Diabetes?

[aspex] 30/5/2018 10:00

Reading the RNS carefully, there is much more in it than a superficial look would suggest. SOH has always been conservative in his releases. I personally believe I can see in his words some degree of unbridled enthusiasm for the future which he is finding difficult to hold back.

[parob] 30/5/2018 09:53

IMO the opportunity is much bigger than even the BOD thought – confirmed by the Akums deal and early pharma interest from the USA.

[2vdm] 30/5/2018 09:47

The cash burn has seriously reduced and I can see what SOH is driving at re new opportunities. You either have to believe this will fail (run out of cash/poor mngt etc) or steam ahead, given the products that OPTI has developed and contracts already signed. I am in the latter camp and have added today as I think these are still cheap v the potential over the next 12 months and beyond.

[rafboy] 30/5/2018 09:28

We are blue, now let’s see how things develop but I am quite excited by the prospect of a real challenge to statins.

[monkeywench1] 30/5/2018 09:07

Parson needs to take his head out of his bottom.

[rafboy] 30/5/2018 09:04

Thanks Primal, this is a game changer for OPTI.

[parsons4] 30/5/2018 09:03

Nobbygnome I also increased at 64p !! I think monkey..... needs some new glasses !

[shrewdmole] 30/5/2018 09:02

That 30k odd is mine and will be adding further.

My understanding is there are some big pi's here and they all seem positive.

I've also heard a US listing needs to be accompanied by a US pharma deal so the dots seem to be getting joined up now.

Happy to add in 60's when we were paying mid 70's a week ago.

S

[monkeywench1] 30/5/2018 08:59

Lol blind leading the blind.

[primal123] 30/5/2018 08:59

From SOH I asked some questions about the placing:"We have sufficient funds in the bank for at least the next year and there is no concerns at all over cash. On page 18 of the annual report the auditors have to give an opinion of the company as an ongoing concern over the next 12 months based on looking at the companies expenses and income. They have expressed no concerns. The RNS captures the opportunity, specifically the pharma opportunity, where we have the chance to close out a 7 figure deal, provided we can manufacture LP-LDL to pharma standard. This doesn't require any new equipment but a dedicated line for production with specific process controls which will cost us up to £500K with Sacco. The deal wouldn't be there if we waited. There is also a lot of activity with SweetBiotix. In the next few months it should be clear to investors the scale of the opportunity. I had the same questions when I took £1m in 2016 but turned that into SBTX which now has a market cap of £21m, and we own 42%.. We have been careful with fund raises and have only taken £5.8m in total which we have turned into a £55m market cap. This includes the ~£700K spent on SBTX. This subscription was oversubscribed and we had a lot of interest from II's who can see the opportunity. The fact we could have taken a lot more but remained prudent so we focused funds on value enhancement should give investors some comfort."

[zebbo] 30/5/2018 08:45

ironman22, you are showing your business naivety. There are to many opportunities for the current team and pharma route will demand more effort, but bigger rewards

[nobbygnome] 30/5/2018 08:43

I despair of my fellow PIs sometimes. They just can't see the wood for the trees. Minimal dilution for enhanced growth is a good deal for me....

[nobbygnome] 30/5/2018 08:42

>> mouse

It was all done by phone but yes it was all extremely positive!

Nobby

[ironman22] 30/5/2018 08:41

Obvious this would happen, it's been building for a few months now. I wouldn't trust SOH as far as I could throw him after this. Lost all credibility in my eyes.

[mouse20] 30/5/2018 08:40

Nobby, did you glean any further info from the placing blurb that would have gone out?

[2350220] 30/5/2018 08:39

Added to my December spreadbet.
John

[nobbygnome] 30/5/2018 08:39

There is no doubt this is ultimately good news. I have bought more this morning via Spreadbet at 64p.

Nobby

[michaelmouse] 30/5/2018 08:35

My last word on this stock.

It's so overvalued and so speculative that whatever happens short term with the share price, the fundamentals provide "no margin of safety" whatsoever.

IMM is an excellent example of what can happen with overvalued speculative stocks.

One morning you could wake up to bad news, and the share price has plummeted 75%+ before you've even placed your sell order.

See ya.