Optibiotix Health Share Discussion Threads

[michaelmouse] 26/10/2016 13:06

someuwin post 16792 (main thread) - "With them saying products will launch next spring and no announcement yet of major licensing deal, I think they may have abandoned the idea of giving exclusivity to a multinational and instead are going to partner with other companies on a profit sharing basis to build the brand up."

someuwin finally something we can agree on. That's my interpretation of what's been coming for a long time.

The implications are enormous. A good parallel is Nanoco and its abandoned exclusivity deal with Dow Chemical.

Already taken 51% of GoFigure and invested £400,000 in SkinBiotix for the development of just one product. Imagine the funding implications now and into the future to get further products to market. Multi-millions will be needed in marketing spend alone.

The market cap. may or may not stay at these heady levels, but only through massive dilution. The share price is coming down. I'd guess 40p before any real support.

The die has been cast and winter is coming..........

[parob] 26/10/2016 13:01

Investors Chronicle: BUY: OptiBiotix (OPTI) shares rose 2 per cent in early trading after the group provided the market with a scientific and commercial update. Opti's microbiome modulators have successfully altered the human microbiome which could lead to big health benefits including lowering patients' cholesterol. Management believes that Opti is the first company to demonstrate such findings. They also point to a recent deal in which a single microbial strain was bought for £82m, which demonstrates the commercial potential in the microbiome space. Buy.

[mazzstar] 26/10/2016 12:22

I suspect SOH is aware of the expectation by the market and shareholders to deliver next month (yes I am referring to his 'four of five deals' comment) however the RNS today is a nice way of saying that no deals will be forthcoming and that the refocus is now on Spring 2017. It is no coincidence we've had this update in the last week of October. Read the RNS but also read between the lines.

[loveandmoney1] 26/10/2016 12:21

once 60 goes it will take a rapid descent through the 50s into the 40s.

still would be way over valued.

the competition in this area is immense.theyve got no deals with anyone worth talking about.

sell.

[siennadelekat21] 26/10/2016 12:17

You've really done your research here haven't you loveandmoney?You might wanna stick to the love and let someone else take care of the money : )Sienna

[bobdown2] 26/10/2016 12:09

And I think that they are unloading the last ones and are just dumping them now..probably for the best as placing shares carry ther own fear factor!!!

[bobdown2] 26/10/2016 12:07

Forget t.w...rely on your own judgement..or you will not be able to judge any share by yourself..

[neftanikoff] 26/10/2016 12:05

i think you are right Bernieboy, but you have to have balls to keep holding this share at the moment, it's not nice seeing it go down every day, at this rate i will wont have much profit to show for my efforts, i do wonder if Tom W is selling, he was telling his flock to buy up to 80, it is now 62 to sell and just over 62 to buy, is it a great bargain at this price?

[parob] 26/10/2016 12:02

I think Mike nailed it earlier. It's just the seller depressing the price despite the progression this amazing company is making. They will run out at some point and we just have to remain patient until then.

[bernieboy] 26/10/2016 11:59

No real surprise to see the share price down today despite what I see as a very positive RNS for many reasons. I think that some PIs will sell on this news thinking there may not be any real price drivers until q2 next year. I don't see it that way but each to their own. Happy holding and topping up as funds allow. Nothing has changed detrimentally with our company, on the contrary imo. Keep the faith, be patient and reap the long term rewards. Rome wasn't built in a day.

[loveandmoney1] 26/10/2016 11:56

40s nailed on here

its all hot air.

[mazzstar] 26/10/2016 11:54

Someone's already confirmed he wasn't talking about OPTI.

[deanroberthunt] 26/10/2016 11:52

I wonder what stock TW was talking about being an insider and spitting mad?

[silverpete] 26/10/2016 11:38

popped in to say hallo - was curious about the reaction to the latest RNS. Comforting to see that here its the same old same old :-)
Everyone seems to be dispensing advice and speculating wildly on the very little content provided by the RNS. I agree with JJ - its an investment, it will gain an investor either a profit or loss. Have your target buy and sell price and stick to it. One cannot make a belief become true just because you keep repeating it over and over and over again, in fact someone sticking to their guns (as it were) without profering more evidence I always take as a sign that their argument is redundant.
Personally I continue to hold and will do so until it hits my target or stop loss.

[rollthedice] 26/10/2016 11:35

One (another) positive of today's RNS is that it's unlikely to be the share that TW was referring to when he said he was spitting mad about being made an insider to news about to be released.

[whl2] 26/10/2016 11:24

It's not 60 pence by any chance !

[judijudi] 26/10/2016 11:23

I might add, that I will continue to buy as and when the share price reaches my target

[lukead] 26/10/2016 11:12

1bokke, i note the 8 likes for your post 16804, which says plenty, judijudi is fretting just like she accused me of doing, she is such a hypocrite.
Obviously, this again was not the share propel price moving RNS that we had hoped for, but unlike John Henry says, it was not pointless. It did contain good news and an approximate date for a money generating product launch with associated work in place. Other news is awaited. John Henry like me and others wants some real 'bite' to move this share, as naturally we all want to make some dosh.

[spike_1] 26/10/2016 11:12

IMO, some of us are missing the point here. The despondency is a result not so much by lack of 'real' news, but by the constantly lowering sp, regardless of the content of RNS's so far. This is quite simply because we have a seller - an II - who is trying to profit as much as possible in a short'ish time period from the holding they bought at 8p.

I would presume the profit is needed to allow their portfolio to show a good performance when other parts of their portfolio may have been tanking. A fund manager has (I'm guessing) to be seen to be successful, even if it means - in this case - foregoing much greater profit longer term.

In short it is the institutional seller that is the real problem. HOWEVER, once deal news (with numbers) IS announced, or there is significant news from the November Conference and / or significant data from publications early next year, we will be in a position to rapidly climb and take out (if still necessary) the Institution's remaining position, and 'explode' north from there, very probably at a price significantly lower than if the II had not constantly drip fed their holding onto a disillusioned market.

Best wishes - Mike

[elrico] 26/10/2016 11:04

On first reading - there are three key points for me;

"OptiBiotix has been building an extensive IP portfolio, a supporting scientific evidence base, a brand (LP-LDL (TM) ), a range of product formulations, and a supporting manufacturing, distribution and sales structure with partners to support a product launch in spring 2017 and commercialisation of its technology."

This suggests to me a variety of product(s) launches for OPTI's cholesterol & hypertension IP, which are anticipated to be launched sping 2017. I expect this must be the Proctor & Gamble commersial deal, but due to ND OPTI cannot confirm them until the products are launched because of the very competative nature of the business. If I was head of a global company I would not want my competitors knowing my plans for a new product launch - it would be commercial suicide.

Earlier in the RN it mentioned "existing probiotics" which suggests to me the cholesterol & hypertension IP will be launched in existing and new products. We need this confirming of course. I expect this won't be until products are launched.

GoFigure is already profitable in just 13/14 weeks.


Clearly, OPTI will have serveral products on the shelves from two seperate divisions. This is 12/24 months ahead of my expectations.