Optibiotix Health Share Discussion Threads

[m4rtinu] 28/6/2019 11:10

Rock Star - there are plenty of posters on here who appear to be better informed than me, but I'll give you my opinion.

The company appears to be well run, has products with scientific backing and has done many deals. However, Opti's trading partners take time to turn deals into sales. And as yet there has not been much visibility of revenue in annual reports.

Some RNSs have shifted the price up and as you can see from last year, there was a good run up in the share price to c. 125p. This was then sold into and share price has drifted back. Last H2 showed a big % uplift in earnings but I get the impression that this year's H1 will not be so exciting (though will be up on H2 last year). This is in part due to irregularity of payments and it is expected that by this year end, Opti will be close to being in profit. Thereafter, as revenue comes in from more deals, things might grow a bit more steadily.

So, in a few words: expectations have got ahead of themselves and institutional investors want to see evidence in financials before getting involved. The company's broker is not thought to have done a good job and the last RNS gives news of a new (additional) broker to remedy.

I'm sure posters will correct any mistakes I have made. Cheers MU.

[shrewdmole] 28/6/2019 11:05

Rick star

Opti got the market with a boom due to management and the science.

If you look at the hart it gets range bound and then jumps again.

It’s beentrough the science and regulatory phases and is now commercialising and as mentioned above revenues are expected to grow exponentially over the coming years. There are dozens of deals signed and product development and sales at varying stages.

There are also more deals to come and other strains so the product pipeline and deal pipeline is only going one way now.

We haven’t even started commercialising the sweet fibre sugar replacement due to multiple discussions. That could be the biggie.

But then you have a US pharma taking lpldl through pharma trials phase 3.

It’s a billion pound company in the making as overheads are pretty fixed.

The price has been stuck despite the actual progress of the business due to a small shareholder base and limited exposure.

That’s why the appointment of goetz as a pan European research bank was for me the following back piece of the jigsaw.

Hope that helps.

Shrewdie

[nobbygnome] 28/6/2019 10:51

Therein lies the massive value now.... We now know that revenues will explode next year, if not earlier! And there are loads more deals to come....

[rock star] 28/6/2019 10:49

In not so many words can anyone explain why price is the same now as 3 1/2 years ago?

[woodaldo] 28/6/2019 10:23

You said it was going to the 60's....Jeez.

[gary38] 28/6/2019 10:07

Apologies to all on here ,looking to buy here for long term investment.

[lord loads of lolly] 28/6/2019 10:00

m4rtinu - Like it! A career in stand up beckons.

[incanus] 28/6/2019 09:38

Maybe Ray should get in touch with DSM to see if they can reduce his methane levels. x

[m4rtinu] 28/6/2019 09:32

Mike - reducing cow methane would be amazing. What are they doing? Fitting them with cattle-lytic converters. Sorry, off topic.

[mikerobe1] 28/6/2019 09:19

Interesting posts re animal feeds. DSM about to release a new compound which reduces methane emissions from cows by 30 percent. Makes you wonder?

[trotterstrading] 28/6/2019 09:00

Wonder if animal feed is another 'left field' announcement we could see from OPTI soon?

[rafboy] 28/6/2019 08:56

We need to interest them in a few SBTX shares as well!

[parob] 28/6/2019 08:47

Blue every day since they were appointed.

[trotterstrading] 28/6/2019 08:46

There are definitely large buyers in the background here now, Goertz are doing their job!

[2350220] 28/6/2019 07:56

Blimey scotty, that's one serious article.
A lot there I didn't know / wasn't aware of.
Ta,
John

[shrewdmole] 28/6/2019 07:51

Wonder how our discussions with animal feed companies are going?

[nobbygnome] 28/6/2019 07:36

I think rayrac is sinking into depression. OPTI is going up strongly....and HUR is sinking with a worrying lack of news.

Quality will out in the end!

[parob] 28/6/2019 07:11

These vloggers are big fans of Seed Health's Synbiotic!"We are about to unveil the only product we think could actually blow the industry out the water".hTTps://www.youtube.com/watch?v=F9iPjB5R19wProbiotic Review: How Seed Has Helped Us on Keto

[nobbygnome] 27/6/2019 22:44

Yes it is just a game which keeps me amused and most of the time is very profitable. I have too many really so I am not giving a premature sale a nanoseconds thought.