Optibiotix Health Share Discussion Threads

[lodger] 17/6/2019 11:43

This morning purchased on order number #2314, for anyone that's counting...

[rayrac] 17/6/2019 10:01

Follow the pied piper...you’ll regret it. Been promising for years, but still no cash of any consequence. Too much competition in the uk market, hence the Bulgaria’s of this world.

I agree with Hamid, utter rubbish!

[18081] 17/6/2019 09:25

To early in the cycle ?

On yer bike !

[asterix96] 17/6/2019 09:20

What you say Hamid is "Utter rubbish" IYDO

[hamid1970] 17/6/2019 09:17

Yep, lots going on with little revenue. The CEO needs to provide a credible fcast and not hide behind the fact that its to early in the cycle. Utter rubbish IMHO

[onedayrodders] 17/6/2019 08:44

Very busy in the background for sure. Probably some very good deals waiting for the t's to be crossed and i's to be dotted but the bigger the deal the longer it takes to get right. But for now grit your teeth and dare I say (again) another top up opportunity. One day this will take off and never look back but that's not around the immediate corner.

[rafboy] 17/6/2019 08:23

Hope to see us start moving back up this week. Elric’s latest blog makes it clear how much is going on at OPTI.

[slartybartfaster] 16/6/2019 23:04

Hamidhamid, hamid79, hamid1970.. Etc.Idiot thinks we are daft as Turkish lady boy.

[jamesrs1] 16/6/2019 22:48

It’s always beneficial to other shareholders to have the opinion of a non-invested troll. Nice try Hammi.

[slartybartfaster] 16/6/2019 22:05

Compelling case. I'll dump mine first thing. Thanks for the heads up.

[hamid1970] 16/6/2019 22:04

Heading South 60p anyone.

Not enough rev to support mcap and no forward forecast, not good

[bazworth] 16/6/2019 20:01

Yes, thanks from a keen holder and lurker on this bb!!

[bazworth] 16/6/2019 20:01

Yes, thanks from a keen holder and lurker on this bb!!

[slartybartfaster] 16/6/2019 19:49

I'm pleased the trolls are not invested. Karma is best served cold.I'm also pleased with care in cyberspace. It keeps them off the streets.

[riskybusiness1] 16/6/2019 19:31

Enjoy your retirement mate your wasting hours of your life talking rubbish on something you clearly have an emotional agenda driven attachment to. How much did do you lose?Why on earth would a company with a network of clients in s specific territory suddenly start selling in the U.K? By the way Italy is the Probiotic capital of Europe hence Nutrilinea, Sacco, Alfa Sigma, Fine Foods etc. Also Galenicum are Spanish & are selling in Spain as well as 39y tu who are an off shoot to one of Spain's largest dairy conglomerates selling LPLDL in major pharmacies & department stores equivalent to U.K. John Lewis stores. Your emotions have got the better of you old Ray.

[rayrac] 16/6/2019 18:47

“Companies like Sacco, Alfa Sigma, Fine Foods, Galenicum, EIWA, Akums, Seed etc are major industry players operating in major markets & not some unheard of companies in far away land that the trolls would attempt to have people believe.”

Are they selling into the UK? Don’t think so, so where are they selling? Bulgaria? Cyprus? Poland? Definitely not India..maybe Spain, but not yet? How strange that they haven't one outlet in the UK, other than their online site..it's not as though they haven’t got the products boxed up and ready for sale.

Is it because no one in the Uk, can see a market for such expensive products and LPLDL not working to a high enough effectiveness percentage, ie, 5.1% bp and 13.9% cholesterol?

[taylormaiden] 16/6/2019 17:52

Super blog and super post by riskybusiness. Thanks guys.

[riskybusiness1] 16/6/2019 17:48

I see those that are unfamiliar not only with this industry but Opti in general are offering up their opinions again.....The Probiotix division, with LPLDL building rapidly globally & now headed up by one of Duponts ex top sales figures in probiotics is similar in nature to LGG. LGG was recently bought for €73m on €6m sales. LPLDL is scientifically superior & the mechanism of action known unlike LGG. Basically Opti know how LPLDL works & what future medical pathways it could be used for other than the first biomarker which is cholesterol reduction. This itself commands huge value. Superior in all ways other than revenues, which is only differentiated by time on market. 2-3 years time as supply chains continue to establish Probiotix with LPLDL becoming globally established & recognised by its brand will be at a similar industry value based on sales which would be higher than the current entire Optibiotix market cap. As we know there are 2 other core divisions & one external which is SBTX. This circa £10m asset bought for £250k two years ago...I'd also point people in the direction of the recent ABBiotics acquisition. ABBiotics again similar to Probiotix Health in what it does, has inferior science. ABlife triple strain cholesterol reducing product is no way near as efficacious as LPLDL strain on its own because of the products inferior science. The same product Optis partner HLH REPLACED for LPLDL, highlighting industries own perception of LPLDL being a superior product. 34% of ABbiotics was acquired which at price paid roughly works out around €90m valuation for the whole but again they had around €6m in sales. One more would be Probi, who were valued at over £500m on £20m sales not even profit... This again highlights Probiotix Healths developing opportunity which is one third of Optibiotix core divisions. Steve Prescott just joined Probiotix Health as ceo from position of Vice President at rival probi. Bit of strange decision by such a heavy weight if these trolls were to be believed don't you think? Same with Sean Christie, Neil Davidson & Fred Narbel.. Industry heavyweights with immense track records.Basically in terms of Probiotix Health, this division will be worth more than the entire Optibiotix market cap based on industry p/e standards. You either join the frustratingly patient wait for inevitable growth coming or you wait till it happens & buy at a much higher price in the next few years. Companies like Sacco, Alfa Sigma, Fine Foods, Galenicum, EIWA, Akums, Seed etc are major industry players operating in major markets & not some unheard of companies in far away land that the trolls would attempt to have people believe. The smaller deals just add on top & cumulatively build.So, that's three clear industry examples of similar companies to Probiotix Health. 1/3 parts to Optibiotix Health & all valued at many multiples of their sales.... If you can't see the supply chains building across the world, last years jump in revenues albeit from a small base & the heavyweight appointments of industry specific sales expertise for the divisions as they start to build momentum then you should simply put your money in a bank or a fund.

[slartybartfaster] 16/6/2019 16:44

Elrico has published another detailed read around the Fred interview. There isn't much new though there are some good pieces of info that go some way to explain the company strategy from another perspective. Lpgos is very interesting, explained in a way which left me feeling i didn't know what Lpgos was until today. I know how some of the trolls feel. There is a great probiotic market summary at the end.

[colinzeal] 16/6/2019 16:39

Elrico's chat with Fred is now up on his blog.

[shrewdmole] 16/6/2019 13:54

Opti management can not dictate the shareprice.

If you took the last 4 years shareprice chary but then overlaid an approximate progress projection on how the company has developed over the same period you will see a nice steady line until commercialisation and since then probably a far steeper incline as deal after deal is signed.

The price got way ahead of itself and we all got very excited but the actual progress of the business and also of the overall business plan is excellent.

This isn’t a play in how many widgets Opti sells month on month and therefor increased production and profit.

It’s far more complex than that with potential spin offs, nasdaq listings, pharma deals, new strains, sweet fibres. Etc etc and all on a nominal cost base that if anything we are told is reducing.

Soh is the largest shareholder and puts more in when needed eg probiotix.

The board is now very very heavyweight for an aim company, not in terms of cost but quality and experience. Now these calibre of people don’t apply or agree to come on board unless they see serious opportunity.

I think boredom is getting to a few and the detractors are using the lack of revenue projections and sweetbiotix news to have a good bash.

Add in the need for a more proactive broker which will happen time and I know I will be keeping every single share I have and maybe adding more as it’s only just starting to get interesting if you can see what’s going on.

Shrewdie

[slartybartfaster] 15/6/2019 23:36

I wasn't around 4 years ago and even i know the company was still and r n d with no commercial value and most likely significantly over priced.OPTI has created shareholder value for me. It may be stangnent for now. I guess you have a point dependant on the price paid and the price now.OPTI has been a traders stock for a while as you well know, JH.Happy to hold.

[robo28] 15/6/2019 22:52

Because Holland and Barrett don't spend a fortune on R&D and human studies , that's why ? rolling eye emoji