Optibiotix Health Share Discussion Threads

[parob] 03/6/2018 19:09

"I started on this journey over 35 years ago when people laughed at the idea of probiotics," said Reid, who chaired the United Nations and World Health Organization panel that first defined the term."It's been a long journey but I think it's exciting that all our work on the microbiome has led to this step. This really is the next phase of probiotics," he added.

[pglancy] 03/6/2018 14:27

Haha, great minds. Hope you get a reply.

[elrico] 03/6/2018 13:17

Pglancy - spooky in more ways than one. I posted the following in the twitter group as you comment.

To SOH:
I guess given SweetBiotix science backing on; sweetness, texture and flavour profile and bulk properties, I would imagine the next barrier is cost effectiveness of adopting SweetBiotix over existing or rival replacement sugars. I think I recall you mentioning SweetBiotix, something about cost effectiveness as being a positive one for adopters as being cost effective?

[pglancy] 03/6/2018 13:06

I see sugar tax in the news again as the threat from government to widen the scope if not make it compulsory. I wonder what the cost implications are of adopting sweetbiotix over alternatives? One for you to chase up elrico. tia.

[paulhoodwinked] 03/6/2018 11:42

Thought i would join the majority
monkeywench13 Jun '18 - 09:03 - 36014 of 36015 (Filtered)

[dire cons] 03/6/2018 10:06

I wonder how the price of sweetbiotix will compare kg for kg to ordinary refined sugar?
Is the manufacturing cost lower, similar or more?

[monkeywench1] 03/6/2018 09:03

Still ramping I see. What are the Rampers worried about.

[parob] 03/6/2018 09:01

Chocolate tax is next unless industry cuts sugar.Ministers are planning to impose a sugar tax on food for the first time after the industry failed to hit targets to reduce the amount of sugar in popular foods.hTtps://www.thetimes.co.uk/edition/news/chocolate-tax-is-next-unless-industry-cuts-sugar-r25sq73zd

[parob] 03/6/2018 08:53

As well as magazine and newspaper articles, let’s hope the Seed Health product gets featured on some TV programmes in the US too.

I guess the first anyone will hear of the launch will be by email by signing up at

[dire cons] 03/6/2018 06:47

Parob, I liked this bit.

The Future of Probiotics​203;
Current projections predict the global probiotic market to be worth almost US $100 billion by 2020.

((Probiotic market by application (food and beverages, dietary supplements, animal feed) by end users (human probiotics, animal probiotics)-global industry analysis, size, share, growth and forecast 2014–2020̴3;. (Transparency Market Research, 2015).))

[monkeywench1] 02/6/2018 23:12

I hope the public buy these products.. it is the consumer who will decide the company's future. Let's see what happens . No need for the ramping.

[elrico] 02/6/2018 21:31

Shrewd - there is nothing to say it's a "7 figure upfront payment." Hence the placing. SOH is merely stating that is an initial consideration with an emphasis on royalty payments, which will of course be ongoing and potentially worth much more than the 7 figure.

There three points I think nobody has discussed yet;
1. IP value increasing as each platforms IP becomes the "intel inside" thus OPTI's market value (LGG probiotic £73m based on £9 million sales). OPTI have 8 strains

2. Once the IP is established in existing household brands (not to be confused with new products) the difficulty the partner will have adopting a new ingredient to replace that of OPTI's.

3.Adopting OPTI's IP in an existing established household brand is a huge and significant step for any company. This give OPTI huge leverage over the life of the contract and more so once the initial contracted period is drawing to a close

[imnotlong] 02/6/2018 20:58

Can’t imagine it is a 7 figure upfront, if so why raise funds? If it is seven figures then it must be staged payments that require upfront payments from Opti first.

[shrewdmole] 02/6/2018 20:51

Elrico

Now we're talking if it's 7 figure upfront payments it's starting to set a precedent.

I suspect more to come and as you say several game changers.

Global £10bn dairy company evaluating little old Optis sweetbiotix.
7 figure pharma license potentially.
Akum - major pharma supplier.
Tata - on track.

Some very big things coming our way.

S

[whl2] 02/6/2018 19:45

Thanks elrico - love your header on twitter!

[elrico] 02/6/2018 19:25

SOH comment after my query regarding the placing and the timing of it.

Discount was 1p at 62p on a 63p share price at Thursday May 24th the day the sales were agreed after meets on 23rd and 24th. Typically subscription letters would go out and back on Friday but as it was the day before a bank holiday the II’s didn’t come back till the Tuesday so announced on Wednesday. If it was a planned placing we would have gone out weeks before or after the annual report when the share price would be less volatile as anyone will tell you the difficulties of brokering II’s with a fluctuating share price.



I would agree with you on the ideal timing but we have to give commitments to partners to invest in the manufacturing before the deal would progress. I couldn’t give that commitment without the funds being in place so the deal stalled. As the RNS makes clear rather than delay and possibility miss the opportunity we decided to take available money at around market price. Its a 7 figure deal excluding royalties so if delivered will be of substantive value.



Sometimes there are things you don’t like doing but have to look at the bigger opportunity. I have a track record of using funds to create value (see SBTX mkt cap ~£18-19m on a £750k investment; Opti ~£55m on £5.8m funds) and if we get one or more pharma deals across the line it will be worth it.

Thanks for your continued support.

end

IMHO it seems to me the partner wanted increased productivity, thus immediate investment, presumably to ensure OPTI/Production part had the capacity to meet their needs. Given SOH is talking of a 7 figure deal and TW talks of multi millions, it suggests to me (at least) this is yet another game changer, or will be once the revenues become evident.

I make this at least 5 game changers coming on stream over the next 12 months.

[rogerdoger1] 02/6/2018 18:26

One of Bob Monkhouse’s best quotes “ They all laughed when I said I wanted to be a comedian, well they are not laughing now!” Brilliant.

[bobalot] 02/6/2018 17:09

The late & great Hughie Green went BANKRUPT...lol...Bob Monkhouse became very wealthy and stayed the course until his dying day...THAT'S THE UP'S AND DOWN'S OF HISTORY FOLKS.

[rogerdoger1] 02/6/2018 12:08

Zebbo, bloody predictive text I meant Hughie Green. Don’t recall Bob Monkhouse doing it. Golden shot was his forte.

[zebbo] 02/6/2018 11:41

In my day it was Opportunity Knocks - Hughie Green and Bob Monkhouse :-)

[elrico] 02/6/2018 11:23

Michellemouse - Being selective are we. Allow me to add a little perspective to your selective. Oh, I'm a poet.

elrico - 12 Apr 2018 - 13:46:53 - 2447 of 2590 TRAKm8 Cutting edge Telematics & vehicle management - TRAK
dc2 - My point isn't about fairness between AA & RAC. My point is one of wondering how the debacle at AA is going to manifest itself on TRAKM8 and more importantly, margins. Many here were hoping (as was I) the much touted £100m figure over the life of the marriage would signal a change in TRAKM8 fortunes, which is badly needed. I fear TRAKM8 may be screwed on margins by AA. The additional burden is R&D spend, which again, is an issue if the margins from your largest client are not helping you keep a pace in a very competitive sector.
End

You see, AA is not looking as thought it's the white knight you and many TRAKM8 investors were hoping for. You can kiss goodbye to a "cheeky £5 a share" off. You never explain how you came by this ridiculous valuation, when the share price is stagnant under a £1.

[rogerdoger1] 02/6/2018 11:17

Monkey, opportunity cost. Great show Hughes Green I believe.