Optibiotix Health Share Discussion Threads

[imnotlong] 10/7/2018 11:43

Agreed Risky. But how long is the window before the visibility of revenues? I think a good while longer yet.

[riskybusiness1] 10/7/2018 11:20

We've been given countless guides from SOH of what to roughly expect from each deal. Obviously some will outperform and others not perform as expected. The facts are that there is 16+ deals which will continue to grow all at varying values. The timelines of when each will come in to play is the main factor which makes it impossible to forecast currently. Once there is a trading history from most then forecasts can and will be given. Until then you either buy at s cheaper price before this visibility or hold off and buy in after confirmation these deals with companies with great track records of revenue growth perform. Clearly the price will be much higher at this point as everyone will see what is going on.

[monkeywench1] 10/7/2018 11:19

Parson Buffet didn't invest in Tesco for fun.

[monkeywench1] 10/7/2018 11:18

Rampers need to chill and let things take their course.

[rathean] 10/7/2018 11:16

I agree parsons4, eventually this will be well north of £1.20 but not yet, and possibly not until next year which is when some of these revenues should start to show. In the meantime it's anyone's guess but the 3 year trading range remains intact.

[belgrano2] 10/7/2018 10:52

good one parsnip, your rationale is sound, with multiple companies we are de-risked somewhat. I'd only disagree on the P/E ratio, but understand you are being very conservative indeed. With company's that are producing good money and with a high likely hood of much greater expansion, the P/E can often be 50 X.
Ive even had another small 8k top up at 74p, as I believe things are about to step change here.

[imnotlong] 10/7/2018 10:51

A safe bet maybe but still a bet until the revenues are clear.
With expected poor revenues when the half year results are published next month and unless a big deal with figures is announced, I don’t see share price appreciation for several months yet.

[parsons4] 10/7/2018 10:50

monkeywench I have lost count of the times that you have mentioned the r.... word.
I am heavily invested here and even if they did double over the next 6 months I would not sell a share so I don't call that ramping ok ?

[aspex] 10/7/2018 10:48

The interpretation given by parsnip1 is very valid and as close as most would get to given the lack of maturity of both current earnings knowledge and future moves. Opti is a true tech company so its potential growth rate is not market limited as of now. This type of growth can produce high PEs for long periods often exceeding 50 at which point any earnings fluctuation can cause an unstable price. We are a long way from that point but known contracts are pointing higher.
If you already feel you are too close to the heat move away or go and find a nice cosy spot curl up and go to sleep. Happy dreams.

[parsons4] 10/7/2018 10:47

Rathean these companies are not including OPTI's ground breaking products for a bit of fun. They generally are changing their products to appeal to a larger market than the ones they are servicing now. It is quite reasonable to assume that even if the 16 small contracts only produce £250k each and the 4 larger ones £500k the price should at least double. You tell me any other investment where the downside is so limited. and the upside at least double. The safest bet of any AIM company at present IMHO.

[monkeywench1] 10/7/2018 10:43

And ramping.

[rathean] 10/7/2018 10:35

There are no guarantees about the monetary value of those deals, so the TW guesstimates of quarter mill, half mill are just that. Until OPTI publish results evidencing a sharp increase in revenue with forecasting for further strong revenue growth the share price as it is more than reflects the current value of the business.Anything else is hope and wishful thinking.

[manc10] 10/7/2018 10:22

So in theory the smart money buys in now before revenue guidance when the share price will be a lot higher

[someuwin] 10/7/2018 10:18

Cheers parsnip. Any other bits of info from the presentation?

[parsnip1] 10/7/2018 09:35

the presentation last night identified CIRCA 16 small contracts, £250/500k to mostly the bottom line and say 4 larger deals at £1m, against mostly to bottom line. That's between 8 and 12m net profit if one was to project. On a multiple of, say only 20, the valuation mooted of £200m some time ago is coming into view on the horizon. Given the share price reflects future targets there will come a point between now and when the contracts are bedded in of around £2.50 a share. For that reason a strong hold would be a minimum recommendation to any shareholder.

[monkeywench1] 10/7/2018 09:31

Come on rampers do your thing.

[belgrano2] 10/7/2018 08:44

Barchart technical analysis now posting a strong buy for opti at 88% strength, and stock indicators are showing in top 1% of companies. This is to maintain current direction.
Resistance points are now 78p and 81p

[scotty1] 10/7/2018 08:35

What year at school are you in mw?

[monkeywench1] 10/7/2018 08:34

Anyone who is so thick they cannot recognise ramping should go back to school.

[2350220] 10/7/2018 08:33

Why are we chocking up this great Board with replies to these trolls?
Why feel ashamed of using that truly great invention the Filter button?
John

[monkeywench1] 10/7/2018 08:26

Lol I didn't question my own gender. Twas a ramper.

[thebigchap] 10/7/2018 08:19

No apologies necessary MW1! and no of course it does not. Though it may undermine your position slightly if you choose to assume various gender types at different times depending on the given situation instead of simply being upfront and honest as your usual style of posting might suggest.

[monkeywench1] 10/7/2018 07:56

Sorry bichap. It is very confusing in these gender neutral times. But it doesn't really matter as an investor surely.

[robo28] 10/7/2018 07:54

It's almost like you don't like anyone saying anything positive about the company ??