Optibiotix Health Share Discussion Threads

[speccy1] 24/6/2018 08:31

All the recent commercial activity has been around Slimbiome and LPLDL. Sweetbiotix hasn't even started yet. I'm looking forward to the RNS for the appointment of a commercial lead for Sweetbiotix. They are going to be busy!

[aspex] 24/6/2018 08:15

shrewdmole,
I am inclined to agree and with the Morley product being the first to market within the FMCG area plus some mainstream media interest, this could be the trigger that introduces extra PI and even II uptake.

[rafboy] 23/6/2018 22:38

Shrewdmole, I have to agree. Well said.

[rafboy] 23/6/2018 13:29

Manc10, yes I will not letting go for a moment. Have a good one.

[manc10] 23/6/2018 11:50

raf i was in seeing machines for about 5 years and it did nothing just slight ups and downs in a trading rage and then boom keep the faith

[rafboy] 23/6/2018 11:34

I agree we just have to wait but hands up who really knew it would take this long, I didn’t.

[shrewdmole] 23/6/2018 11:10

Paul

I don't think it's a case of speeding it up but it was more of a pre requisite in order to sign with certain pharma partners.

That alone suggests there's another pharma (poss US) in late stage discussions.

This news flow and worldwide penetration is becoming too great for the markets to ignore IMHO.

There is obviously a huge number of opportunities being opened up to Opti.

I think it's time for a well done to per, soh and the rest of management dealing and delivering these deals on a skeleton staff!!

S

[paulhoodwinked] 23/6/2018 11:06

Yes shrewdmole. The Q&A uncovered multiple opportunities as well as highlighting the global role sacco are playing in marketing and facilitate various trials in countries we have not heard Opti speak of before. I liked the additional clarity in relation to the placing, this looks as though it will bring the pharma products to market much quicker. I'm not sure how much quicker?

[shrewdmole] 23/6/2018 11:00

Elrico

Just read per interview.

As I said on here Sacco alone are in multiple discussions throughout the world. If all partners are doing that then the pipeline of products is far greater than any of us thought.
My point being we can't even guess how many leads are ongoing with already signed partners.
Great interview.

Thanks

S

[shrewdmole] 23/6/2018 10:36

Imnotlong

I understand the lethargy surrounding what will fuel a sustained rise but here's my thoughts on recent events and where we appear to be in the cycle.

Yes without doubt Opti rose too far too fast and in hindsight got way ahead of itself.

However since May 2017 it's been one deal after another, each one pretty much bigger than the last and now we are dealing with major players. Let's not forget the financial commitments Sacco and akums to name only 2 are making in promoting products and progressing pharma accreditation.

The recent flurry of larger deals and the seed launch imo have ignited some much needed ii interest. Remember the placing was way over subscribed but soh only took what was needed to accelerate certain apportunities. This ii I believe are in the market.

I have said prior to the last fall back privately to a couple of posters that I expect the price to be played with a little until the major players have finished their orders. That is exactly what's happened imo.

Just look at yesterday's trades. 220k, 200k 60k and lots of 20 and 25k.

Unfortunately as pi's we have to just watch helplessly but be strong and not forced out of positions.

I think the real excitement is within touching distance and expect more deals on a continuing basis.

S

[rafboy] 23/6/2018 08:46

To be honest I think we have had some big RNS’s. I think sentiment is poor atm and we need visibility of earnings. All just taking longer than I had hoped. Still next year Rodney and all that.

[imnotlong] 23/6/2018 08:35

Elrico, re your blog, a good read. Thank you for sharing.
I have two questions if I may.

1. Did you get any sense that big name deals would coming in the near term, or more a continuation of the recent types of deals that are not household names, at least in the UK (excluding the Tata and DSM from last year).

2. Why does the UK launch of lpldl seem to be pushing for an online release on Opti’s website rather than in retail outlets? Surely with all the deals to date you would think there would already be interest in a retail launch of the product by somebody.

Personally, I still don’t see where a sustained rise is coming from in the near term without a ‘big’ RNS announcement. The gradual build up of contracts approach has not led to share price appreciation. Do you think we are still several months away from that or based on your conversations with the company do you think we are finally near an inflection point?

[2350220] 22/6/2018 23:25

That's a great interview on your Lemming site Elrico.
I still think that Opti should be paying you for their publicity, especially with all the detailed research work you put in.
John

[dire cons] 22/6/2018 22:53

Great, valuable research yet again someuwin.
Thanks!

[dire cons] 22/6/2018 22:51

Parsons. I hope you have banked some profits on VRS?

[monkeywench1] 22/6/2018 21:07

At this valuation there is lots of upside and downside.

[someuwin] 22/6/2018 20:50

DSM earmarks €3bn for nutrition acquisitions

22 Jun 2018 --- Royal DSM has set aside about €3 billion to spend on acquisitions to expand its nutrition business and maintain its profit growth, the company announced during its strategy update on Wednesday entitled “Growth & Value - Purpose led, Performance driven” at its Capital Markets Day in London. In the 2018 outlook, DSM reconfirmed it will position itself towards a Nutrition, Health and Sustainable Living company, “pursuing enhanced organic growth, with a purpose-led coherent set of business activities, with value-creating acquisitions predominantly in Nutrition.”

[parsons4] 22/6/2018 20:43

Now my biggest holding behind VRS because I think there are enough deals announced to ensure a much higher share price. In other words very little downside but a hell of a lot of upside GLA

[trotterstrading] 22/6/2018 20:36

Lol, buyers waiting to pay 70s obviously.. never did understand that mentality, smacks of poor research and slack of conviction IMHO! buy LOW sell HIGH.. often said, rarely followed

[dire cons] 22/6/2018 20:21

Closed up 2.5p 65-66

[2350220] 22/6/2018 18:16

Ha ha Rathean!

I'm a bit confused.
On here, we're showing a 2½p gain and so too in my spreadbet account, but in my Hargreaves accounts it shows as a tiny loss today.
Very odd.

Anyway, let's hope that this feller takes off soon with all the great contracts already signed, and many more to come.
All the best,
John

[rathean] 22/6/2018 17:33

That's decided then, no more bloody positive RNSs until the share price reaches £1.20 :)