Optibiotix Health Share Discussion Threads

[riskybusiness1] 15/2/2019 12:09

Everyone does realise SOH is actually a microbiologist. He was Director of the NHS & Director of Healthcare for 3M one of the largest corporates in the world. 3M bought SOH last company and wanted him as part of the deal to run the whole side of their corporation worth £bns because of how he worked. Most academics have little business sense, a good example would be Cath for SBTX, having both is extremely rare.Excellent publications coming from Probiota. Notably LPLDLs antimicrobial activity against antimicrobial resistance pathogens. This opens up a vast number of future healthcare products for Probiotix eg diabetes, yeast infections, c-diff etc All of which carried out by leading universities in the field (reading university), not SOH in his council flat as Rayrac would attempt to have you believe.

[imnotlong] 15/2/2019 12:06

Total H2 revenue £461k

Upfront US Pharma payment 6 figure, so at least £100k.

5 months of 6 for the six figure payment from the Sweetbiotix payment. At least £85k, assuming that is a minimum of £100k.

Therefore my guess of £200k non recurrent income, leaving only £260k being recurrent.

[toyin] 15/2/2019 12:00

imnotlong

I believe H2 recurring revs were cica £400,000.

[imnotlong] 15/2/2019 11:55

Slarty, looks like I need more clues than you that’s for sure.

To be clear I expect 2019, full year, to deliver good revenue growth. So this time next year, when it is announced, it should make good reading.

My point is the half year figures, which will be revealed this summer.

I believe the growth in sales in the first six months of 2019 will only likely off set the loss of the US pharma upfront payment and the non recurrent sweetbiotix fee which account for about £200k of the £460k income in H2 2018.

And the consequence of not showing hockey stick income growth at the half year will likely result in a similar outcome to the share price that these results have. Likely worse given another 6 months trading.

[slartybartfaster] 15/2/2019 11:44

imnot, how many clues do you need mate?

'Primal, could you ask SoH a reasonable question that I think would be massively reasssuring to the market if answered yes. Can SoH reaffirm his expectation that the hockey stick effect on income will be be demonstrated when the half year figures are released in the summer.'

'strong commercial traction for its award winning products and technologies with significant deal flow and rapidly growing revenues.'

Unless my reading is mistaken, has this not already been answered by Soh.
'Stephen O’Hara, CEO of OptiBiotix, commented: “This year has seen strong revenue growth in the second half of 2018 as a number of agreements started to generate early revenues. We anticipate further revenue growth in 2019 as these deals contribute to full year revenues and partners continue to grow sales. Existing deals will start to generate further revenues, and new agreements are regularly being signed.'

'We anticipate further revenue growth in 2019 as existing deals contribute to full year revenues, and partners continue to grow sales. More of our existing agreements will start to generate revenues this year, particularly with larger partners launching products in international markets in 2019, and new agreements continue to be signed in 2019.'

[toyin] 15/2/2019 11:28

Same here.

[parob] 15/2/2019 11:21

Just added a few!

[dire cons] 15/2/2019 11:15

Block seller really going for it today. Maybe looking to finish today?

[imnotlong] 15/2/2019 10:52

Really needs one those big deals across the line

Tata
Retailer(s)for Slimbiome
Global player(s)for Sweetbiotix
National pharmacy deal for Slimbiome Medical

[rayrac] 15/2/2019 10:36

You are digging a big hole toyin. SOH knows nothing about the microbiome, he has no qualifications. I might believe in Opti and its claims perhaps, if SoH had any scientific background!

He has none!

[rathean] 15/2/2019 10:33

I'm bearish here purely on valuation, but understanding the biome is a path towards personalised healthcare... so OPTI genuinely has some valuable IP. In time I expect them to realise and exceed their current valuation, I just don't agree it's going to come from selling ingredients into dietary bars imo dyor ofc.

[scotty1] 15/2/2019 10:27

Somebody just took a hit 80p for 40ks worth of shares doh.

[toyin] 15/2/2019 10:22

Rayrac

I'm glad you just posted that because that proves you haven't got the first clue about OPTI or the microbiome. What a stupid attitude to have. Once every treatment or cure was new, what do we do, just forget it and go and sit back in our cave! We are learning more and more about the microbiome every day thanks to people like SOH.

Are you not Paul Scott because he writes tripe about OPTI?

[danatkins] 15/2/2019 10:10

SOH just needs to manage the company period. It seems he's very good at that. I was a trainer and I did not need to know my subject being taught however all I needed to do was manage the folks learning and let them discover for themselves.

[thescoop] 15/2/2019 09:50

There are few, possibly zero, courses and therefore qualifications available on the microbiome -- the area of study is too new. You need good life scientists, bacteriologists or biochemists for this line of work, so Stephen has the people he needs to get the research done.

[rayrac] 15/2/2019 09:45

Well, he has plenty of scope 235!

Isn’t it very strange, that the one and only company to come up with the microbiome as a means of discovering its so called powers to heal most ills, including eczema!! should be by a man with no qualifications in the science of the microbiome?!

[2350220] 15/2/2019 09:29

Could it not simply be that Paul Scott has gone short on Opti, so it would be in good interest to bash the company?
Just a thought.
John

[thescoop] 15/2/2019 09:19

toyin,I've only had the chance to read Paul's blog this morning (I stopped reading some years ago). Yep, I agree that he's being either disingenuous or very lazy in his research. Personally I'm not jumping to conclusions that it's to get at TW, since I've seen this type of reporting by him on other occasions. He's not the Messiah, Paul will tend to concentrate on seeing the positive side for stocks that he owns and maybe not try quite so hard for others. Without doubt, TW should have won 'blogger of the year' during/after the Quindel debacle - The fact that he didn't says everything about corruption and cronyism and how when it comes to money and markets it's hard to take anyone's view as being completely genuine.

[toyin] 15/2/2019 09:17

imnotlong, sorry that's the optimist in me!😉

[2350220] 15/2/2019 08:38

I see that this shiv198615 has spammed countless threads with this.
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