Optibiotix Health Share Discussion Threads

[john henry] 20/10/2016 09:26

JJ you will, present investors in OPTI Own Skinbiotix.

[primal123] 20/10/2016 09:23

Agree Judi. The problem we have is that SOH has said he would be disappointed if there were not 4-5 deals by November, this so far doesn't look like happening, unless they all come in the next few weeks which is not likely.

[monkeywench1] 20/10/2016 09:21

60p soon. then the rise to 100p and above.

[judijudi] 20/10/2016 09:19

Agree JH
Flowery words yet again
Also punters don't like the words "may" or "could"
They like "will"

[john henry] 20/10/2016 09:12

Investors are certainly giving OPTI a wide birth at present. As far as Skinbiotix is concerned it's certainly let's see the IPO before giving a thumbs up or down. OHara really has become a victim of his own undelivered hype. RNS, interviews, media. However the market ain't listening anymore. Continued Jam with no scone.

[alanrussell] 20/10/2016 09:11

Of the various options open to brokers recommendations I really don't like "accumulate". Anybody any idea how to accumulate other than by buying? So why not "buy"? The correct term is surely "weak buy" but some of these people don't like to use the word weak - I guess it seems, well, weak.

[neftanikoff] 20/10/2016 09:09

have to agree with your sentiments Woodaldo, i am hoping that every RNS that pops up will be something that will set the share price alight, like details of a P&G tie up.

[someuwin] 20/10/2016 08:56

finnCap initiate coverage with 'Accumulate' but don't give a target price.

It would be difficult for them to give a future target fot OPTI because they know that soon some of the value of OPTI will transfer to the newly listed SkinBiotix. They can't give predictions at this stage for either company without revealling information about the split / ipo (which may not finalised at this stage anyway). imo.

[woodaldo] 20/10/2016 08:51

Is this SOH's last boarding call to get free shares in Skinbiotix? I still imagine (and hope) they'll have some outstanding optibiotix news soon to bolster the holding company before the demerger.

[parob] 20/10/2016 08:44

Looking forward to reading FinCapp's report and keen to know their target price!

[rafboy] 20/10/2016 08:40

Can't argue with their accumulate suggestion. I know things have been slower than we would have liked but things are all coming to a head. It now seems clear that they are pressing ahead with devolving skinbiotix so I feel quite excited as we go forward.

[judijudi] 20/10/2016 08:40

Raf,
Thank you

[judijudi] 20/10/2016 08:39

Scotty,
You a Male Chicken?

Only asking!

[scotty1] 20/10/2016 08:31

OptiBiotix Health PLC (OPTI) Receives New Coverage from Analysts at FinnCap
October 20th, 2016 • 0 comments • Filed Under • by ABMN Staff

OptiBiotix Health PLC logoAnalysts at FinnCap started coverage on shares of OptiBiotix Health PLC (LON:OPTI) in a research note issued to investors on Thursday. The firm set an “accumulate221; rating on the stock.

OptiBiotix Health PLC (LON:OPTI) opened at 69.50 on Thursday. The company has a 50-day moving average of GBX 70.72 and a 200-day moving average of GBX 77.09. OptiBiotix Health PLC has a 1-year low of GBX 46.61 and a 1-year high of GBX 101.50. The firm’s market cap is GBX 54.20 million.

[john henry] 20/10/2016 08:25

Asoex additional funds will be raised with new institutions investors Que FCAP.

[aspex] 20/10/2016 08:18

JY 16476-78My loose wording. It is likely that while OPTI holders will be offered shares there may also be a financing component most easily handled with a proportionate cash contribution with the rights being saleable if not taken up.

[rafboy] 20/10/2016 08:14

Probably on legal advice JJ. They have said that it will happen and to me it seems as if this is progressing quite quickly.

[scotty1] 20/10/2016 08:12

JJ you a parrot ?

Only asking

[judijudi] 20/10/2016 08:09

The directors believe that shareholder value could be maximised as existing shareholders may, in the event of a successful flotation of SkinBiotix, ultimately hold shares directly in both companies."

Why "could" and why "may"?
Why not "will" and why not "will"?
Only asking

[dlm2602] 20/10/2016 08:04

Didn't Optibiotix pay only £500k for a 51% share of Skinbiotix when it acquired the stake? Its a shame the company haven't disclosed the additional percentage it could hold if the bond is converted. That said , if it IPO's it will likely seek to raise additional funds for further research etc but if its value is anything like hoped for, the dilution would be small.

[someuwin] 20/10/2016 08:01

Buy One Get One Free.

[michaelmouse] 20/10/2016 07:50

"Under the terms of the agreement, OptiBiotix has increased its investment into SkinBiotix, using a Convertible Loan Agreement, with an investment of GBP400k which will provide funding to complete the development and human studies for the first product application, in addition to funding activities to support an Initial Public Offering ("IPO")."

You all need to read this bit more carefully.

The funding activities in the proposed IPO are expected to provide the bulk of the monies for the development work. However, as I said in my previous post, this appears to be in some doubt. If the IPO doesn't go ahead then expect substantially larger dilution at conversion prices well below the current share price.

If the IPO doesn't go ahead then the share price discount on conversion will be massive. Less than 40p ish or more. Why?

Think about the disappointment, and their clear intention for far more funding rounds. Remember SkinBiotix is not the only proposed "spin-off" where they will need to raise huge amounts of cash going forward. Cash raised in this round alone (I'd guess) will be well over a £1m and that's just for the development work of a single product.

Bargepole territory.

[parob] 20/10/2016 07:42

Looks to me like things are progressing quickly within SkinBiotix and this investment will help accelerate its development plans further. It's always been SOH's strategy to increase shareholder value - if this division is successfully IPO'd as its in the biotherapeutics area the value of the business could run into £100's of millions within time (comparisons are 4D and Seres). SOH alluded to this in that last DT phone interview.

[john henry] 20/10/2016 07:39

Never heard if an IPO being funded by a rights issue.