Optibiotix Health Share Discussion Threads

[1bokke] 11/11/2016 15:08

Mazz, how does it appear that we are going solo? All we have is the rns which does not indicate in either direction, you appear to have arrived at your conclusion based on our suppositions on this thread!! I have emailed to see if any more info could be given and I have had a response to say for reasons of confidentiality no more can be released at this time( not unexpected if we are under NDA) I get the impression that Opti are as frustrated as we are that news can't be released yet.. As for Go Figure, Iceland(the country) is confirmed as a new market and I understand more markets will open as brand recognition increases. IMHO things are progressing well and if you are planning to be a long term holder then all is looking good..

[fozdad] 11/11/2016 14:28

Mazz, with luck, you'll be able to make your investment of choice in the next few months!

[mazzstar] 11/11/2016 14:03

How come we were told for months by SOH that discussions with the MN are ongoing and yet it would appear Opti is going solo in April? I agree with someuwin that it's still all positive if we indeed go down the route of something similar to Gofigure for the cholesterol product but I do feel misled by TW and SOH into thinking that this was big pharma when I suspect it will be more like a supplement pill in niche health food stores like Wholefoods, Revital and possibly Holland & Barrett. Anyway, I don't really need to repeat myself but I think I know what is going on here. That said, the reason I am so heavily invested here is because of Skinbiotix and I would've sold a year ago but this is a very exciting field and I think it will be massive one day. In hindsight, I would've preferred to invest solely in Skinbiotix as the prebiotic/supplement market is saturated now and I could not care less about shakes and bars. Moreover, Skinbiotix would appear as our most lucrative opportunity to venture into pharma as this is after all a biotech share or so I thought. I'm long and strong for Johnson & Johnson not this Gofigure shyte (sorry but that is my opinion on it).

[judijudi] 11/11/2016 13:08

Best filter me if my genuine observations iritate you guys
Quite simple really

[judijudi] 11/11/2016 13:03

Primal read my last sentence
Stay cool, hold your shares and with luck the science will do the talking for the share price

and even my post below

10 Nov '16 - 09:39 - 17268 of 17320 1 0 Edit
I'm pretty sanguine aboout it all

Or "I'm cool with my investment"

Is that negative????

I'm happy to be holding. Extremely happy. But I don't go through life with Rose Tinted specs on!!!

[kipper1960] 11/11/2016 12:58

Judi, you seem to really have a problem with SOH and his interviews. Do you honestly believe that if he spent less time doing interviews he would get more/better/quicker deals done? That's very naive IMHO.
In my view, PR companies are there to organise PR activities and it IS the CEO's job to do the delivery.

[primal123] 11/11/2016 12:58

I can't be bothered with you Judi, there is a reason why a lot have had the same issues with you, you're negative. End of.

[judijudi] 11/11/2016 12:54

If you read my posts (slowly this time)
I don't think I am moaning as you put it
I'm observing and slightly criticising
Big difference to moaning
Check the OED

[primal123] 11/11/2016 12:49

People like to hear from the CEO himself, if he didn't say anything you would be moaning at that too. There has been a lot of positives this year and deals made. Need patience.

[judijudi] 11/11/2016 12:41

Primal,
What are PR companies or PR employees for?

[primal123] 11/11/2016 12:37

Judi - he has to do interviews to promote the company. The deals will follow. People keep going back to that point about 4-5 deals by November but they could say that since the comment there has been a 1. JV with University of Manchester 2. JV with Royal DSM3. JV with GoFigureSo they could argue that there is 3 deals already. It's us as shareholders who want the big RNS which is understandable.

[judijudi] 11/11/2016 11:44

The fact that soh has so much "skin in the game" means Jack Shyte. Aim is littered with failed companies and those about to fail where every single one of these companies CEO and bod's had plenty of "skin in the game"
It means nothing
What is important is that the science works, not how many shares soh may or may not have!
I'm cool with my investment.
The only criticism I have of soh is to make deadlines and target dates and then fail to meet them. You think that these guys would learn that things rarely run on time and to plan.
The other minor gripe I have of him is he seems to be a bit of a self promoter and must love the sound of his own voice.
Get on with running the company, deal making and cut the interviews out!
Stay cool, hold your shares and with luck the science will do the talking for the share price

[spike_1] 11/11/2016 10:19

fozdad, many thanks for that 'update'. My memory is not as good as it was ... some days I have to wait 'till the post arrives to discover who I am ;0(

Best wishes - Mike

[maxwellsdemon] 11/11/2016 10:16

Sleep loss alters gut microbiota


Just 2 days of sleep loss may trigger changes in gut microbiota that are associated with poor metabolic health. This is the finding of a small study published in the journal Molecular Metabolism.

[someuwin] 11/11/2016 10:12

At the moment its still only an anticipated launch - still some work to do I imagine.

I'm sure once everything is confirmed they will give us all the details next spring.

Won't affect those who keep telling us they are going to sell out at the end of this year though!

"...the launch of a range of cardiovascular products to reduce LDL cholesterol, blood pressure, and cardiovascular risk, anticipated for the spring of 2017."

[john henry] 11/11/2016 10:04

I think the company needs to start telling its owners what the H is going on regarding partners involved in the spring product launch.

[someuwin] 11/11/2016 09:59

O/T

To take full advantage of the surging copper price you need to buy into companies that are producing now.

The best copper producer that is still under the radar is ATYM imo.

Update due in next two weeks...

[fozdad] 11/11/2016 09:43

Sorry Spike and JH, the 10% relates to corporate transactions only. Business developments are more vague. From the AIM rules-

"General disclosure of price sensitive information

11. An AIM company must issue notification without delay of any new developments which
are not public knowledge concerning a change in:
♦ its financial condition;
♦ its sphere of activity;
♦ the performance of its business; or
♦ its expectation of its performance,
which, if made public, would be likely to lead to a substantial movement in the price of its
AIM securities.

Disclosure of corporate transactions

Substantial transactions

12. A substantial transaction is one which exceeds 10% in any of the class tests. It includes any transaction by a subsidiary of the AIM company but excludes any transactions of a revenue nature in the ordinary course of business and transactions to raise finance which do not involve a change in the fixed assets of the AIM company or its subsidiaries.
An AIM company must issue notification without delay as soon as the terms of any
substantial transaction are agreed, disclosing the information specified by Schedule Four."

The fact that we know there are partners is probably as much as they need say at this stage and the larger the partners, the more likely they are to insist on NDA's. So let's just wait and see (not that we have any option!).

[someuwin] 11/11/2016 09:35

No agreements are off the table.

OPTI are in discussion with multiple partners for miultiple products. And in multiple territories.

[mazzstar] 11/11/2016 09:31

So if the choleresterol partner will be like a Gofigure startup and adds no monetary value then why have we not had an RNS stating the agreement with the 'American consumer goods company' is off the table?

[parob] 11/11/2016 09:28

The point is, at this stage no-one knows who we are going to partner with or what the terms will be, however with SOH having so much skin in the game, you can be sure he will want the best deal for all shareholders in the long-term:"The aim of these discussions is to ensure OptiBiotix derives the maximum value for shareholders across the broad range of interlinked product opportunities which span both consumer and pharmaceuticals. OptiBiotix believes building the science and IP, and developing the brand across multiple products opportunities creates the potential for risk diversification and high shareholder return."

[john henry] 11/11/2016 09:27

Spot on spike, therefore the company do not see any significant value in the deal (less than 10%) if they did then they would have to announce ( PS) However the rule can be easily manipulated.

[spike_1] 11/11/2016 08:55

jh
Re your: Spike if the deals are not price sensitive, then in itself, would mean that they add no financial or monetary value to the company.

As I recall the RNS rules, if the face value (of a deal in this example) represents a change in value of the company (up or down) of less than 10%, then they do not need to be RNS'd, so you are not quite correct (if memory serves).

Best wishes - Mike

[rafboy] 11/11/2016 08:51

They will rely on sales to bring in the monetary value no doubt. However, if they follow Gofigure's performance they could add value to the bottom line. I also think by showcasing our products we can entice a big player to snap that bit up.

[john henry] 11/11/2016 08:28

Spike if the deals are not price sensitive, then in itself, would mean that they add no financial or monetary value to the company.