Optibiotix Health Share Discussion Threads

[riskybusiness1] 15/2/2019 16:24

INL I'm not saying that at all I am saying the hockey stick effect will be best seen over the yearly reports due to the accounting of the royalty payments during the year. That is not to say significant payments are not to be received H1 or bigger US pharmaceutical milestone payments or any other of the existing deals increase their volumes in the period. It also does not account for any other deals that could be signed in the next 3 months that could have upfront payments. Opti have a habit of surprises so best not to rule anything out. If they're getting 6 figures from a $100bn corporation for Sweetbiotix just for negotiations what would they get for exclusive rights in a major market for distribution etc?

[judijudi] 15/2/2019 16:03

I hope Elric does not mind me posting this

[nobbygnome] 15/2/2019 15:37

Full offer being quoted for even 50 shares. Should be a tick up with one more decent size buy.....

[imnotlong] 15/2/2019 15:08

So Risky, I think you are agreeing with me the half year interim figures will unlikely show a hockey stick effect, unless the milestone payment or other new upfront payment is announced. But the forward looking statement should be very bullish......

[riskybusiness1] 15/2/2019 14:56

PIs who are panic selling are getting flushed out into stronger hands. A lot of buying today could finish blue.SOH explains exactly what was the stated expectation and the delivery method:'The model has been explained many times and outlined in our accounts, and presented at investor meetings, over many years. I have always stated that revenues will start to come through at the end of 2018 and and then build through 2019 as we complete the value chain of manufacturer, formulator, and distributor across more and more countries and product types. We presented at the Investor show last year the gradual change in deal type from manufacturer to formulator to distributor across H1 2018 and investors can see that most recent deals are distributor deals for more and more countries. The trading statement shows how the model works and the potential for cumulative revenue growthI am sure most investors realise that we have a licensing model. This means that we license the technology to the manufacture (e.g Sacco), we then work with partners (e.g Nutrilinea) to create formulations and presentations containing the technology (e.g CholBiome but we have around 30), these formulations are then licensed or supplied to distributors, who sell the product. When the distributor sells the product, the formulator makes more, and the manufacturer then produces another batch, and so the revenues build. We get license revenues from each of these (quarterly or 6 monthly) depending on the deal. We are not selling product like Sainsburys and immediately accounting for it in our revenues. That is a different model and requires a large infrastructure investment in sales teams.'The last bit shows looking at interim accounts is useless in assessing the hockey stick effect. Pretty much what I said in terms of it's not like the online platform where you book & account for revenues on a constant basis. You will get lump sums during the year as these deals launch & build.

[riskybusiness1] 15/2/2019 14:42

Circa £2.7m & revenues now starting to deliver stands this company in a very strong position. Anyone that thinks otherwise has never run a business. So many revenue streams to come in enormous markets & costs tiny. They're even getting pharmaceutical deals to make a drug which in itself is significantly value enhancing. Take advantage of short term weak holders. £540k marks the first revenues & significant milestone which is why the company put out its first ever trading statement reinforcing the commercial transition.

[toyin] 15/2/2019 14:35

Cheers Primal

[colinzeal] 15/2/2019 14:28

Let's not forget the value of the SBTX shares.

[primal123] 15/2/2019 14:27

SOH response to Paul Scott:Https://lemminginvestors.blogspot.com/2019/02/optibiotix-health-company-response-to.html?m=1

[toyin] 15/2/2019 14:25

It's got nearly £3m cash (including the Probiotix money) and income in H2 was up 580% on H1 at £461,000, most of that came in during the last quarter. What the f%@k is the difficulty in understanding this. The last 24 hours has mashed my brain with the complete and utter incompetence of people not being able to join the dots!

READ THE F%@KING TRADING STATEMENT!!!!!

[colinzeal] 15/2/2019 14:19

An original post, Mr. Smith, I've not heard that one before! The Bears on this forum really need some new material.

[tsmith2] 15/2/2019 14:04

The valuation here is utterly bonkers..Jam tomorrow and raise funds..For all those spectacular deals that were announced last year, what income did it generate?

[pol123] 15/2/2019 13:24

Great price action today, allowed me to add 25k. Thanks fellas

[belgrano2] 15/2/2019 13:23

Also another top up for me, if peeps want to chuck em away..thanks very much.

[slartybartfaster] 15/2/2019 13:21

I think raywack has dipped his toes with 48 shares with whatever he had left from Ukog. Bless.

I heard some of the church collection money went missing last week....i wonder!

[nobbygnome] 15/2/2019 13:02

Level 2 looking strong. Only one MM on the 83p offer and then 86p is the next best! Also Finncap have come off the offer on to the bid...

[riskybusiness1] 15/2/2019 12:46

There's actually decent buying you've just got tools selling 40k at 80p which is smashing the price.

[scotty1] 15/2/2019 12:40

Well at least you lot seem to be trying to prop the share price up 😁 rather have some new buyers though to give me that added confidence 😉

[imnotlong] 15/2/2019 12:26

Risky, I do hope the milestone payment lands in H1.

[riskybusiness1] 15/2/2019 12:20

INL looks like we we'll see the larger of the six figure payments adding to 7 figures this year. For all we know one milestone could be in H1 for £500k alone then the rest of the revenue could add on top. Hockey stick effect will be best seen from yearly reports due to the payment periods can be 3month, 6month etc. Royalty payments are not received like they are when Opti sells and receives cash from sources like the online platform.

[toyin] 15/2/2019 12:17

I dont know why but Rayrac reminds my of Percy off Blackadder.

[rafboy] 15/2/2019 12:13

Wonder if we will get an update of how Probiota went.

[nobbygnome] 15/2/2019 12:10

Just bought another 6k.... and will continue adding on further weakness!