Optibiotix Health Share Discussion Threads

[elrico] 11/1/2017 19:45

Excellent post risky, other than speculate on applications, the addition I would make is royalties 7-15% and margins close to 100%. As AR eluded, the cost base is not likely to rise much, probably just on headcount because we don't manufacture or distribute and don't waste money of expensive office space. That said, it is worth expanding a little on your comments for any potential PI because it has not been touched on for some time.

On the cholesterol IP side, OPTI demonstrated the ability of its novel oligosaccharides to reduce cholesterol in human gut models by c20%. These sugars are heat resistant and stable during processing making them suitable as ingredients in a wide range of products. This finding extends the existing product opportunity offered by OptiBiotix's LP-LDL cholesterol reducing strain from supplements to ingredients, greatly increasing the market opportunity.

Slimbiome is on the cusp of a wave, be it in its infancy, but signs are SlimBiome is not just about supplement but has the ability to be used in a broad range of foods and OTC products, to which it is rumoured Tata will be the first MN to test these markets in Asia and China.

It is also worth revisiting the crossover in IP application for wealth multiplier; for example SlimBiome is an oligosaccharide. The oligosaccharides OptiBiotix is developing are a separate development to the weight management formulation. However, as with ALL OPTI platforms there are HIGH areas of OVERLAP which act as VALUE MULTIPLIERS. This means for a limited amount of extra cost we create large amounts of extra value. The sugars have no calories, sweetness, and functional properties (impact on satiation, body mass, cholesterol reduction etc). The current oligosaccharide used in SlimBiome has not been developed with these properties in mind.

OPTI will replace the oligosaccharide in SlimBiome with its own oligosaccharide. Replacing an ingredient in an existing commercial product fast tracks the commercial opportunity and allows them gain value from the SlimBiome product and the oligosaccharide ingredient. However, this is a small part of a bigger picture as once this is achieved the concept of introducing a low calorie, sweet, healthy functional oligosaccharide into a food product is established. As seen with the chancellors summer statement the replacement of unhealthy sugars (sucrose, fructose) with natural healthy sugars is an industry requirement. OPTI are in the box seat and well on the way to meeting that need.

In additional to their physical properties (sweetness etc) some of the oligosaccharides we are developing specifically increase the growth rate of individual microbial species. This is a large opportunity in its own right and is the basis of the deal with CSL and likely to lead to further commercial deals in the future.

Whilst this approach may seem complex having a number of platforms creating multiple opportunities substantially derisks the company. It’s a bit like having the Apple operating system being used in multiple products (Ipad, Iphone, Mac), you have multiple opportunities to succeed.

[neftanikoff] 11/1/2017 19:30

entirely agree 1bokke, his 'tactics' are always the same, his motive unclear to the ordinary man, strange.

[diamond fibre] 11/1/2017 19:28

It might count for zilch at the moment, but that's why the shares are 65p , you try to buy them in 3 months I bet you will pay more not less, the proof of the pudding is in the eating.

[1bokke] 11/1/2017 19:22

Neft, that's where I was going with my question. I suspect that he has a historical personal beef with someone and it has become a mission to do his bit to trash whatever interests this person. I find it very hard to believe that he is so naive about Opti's potential or about how free markets work, what I do find entertaining is his complete twisting of any facts to try to prove his points.

[primal123] 11/1/2017 19:18

Excellent post risky, potential is huge here, hopefully some positive news will come soon. Ps don't entertain the loser on the other thread. He doesn't have a clue.

[bobdown2] 11/1/2017 18:59

Risky...awesome post...thanks.

[neftanikoff] 11/1/2017 18:52

A very comprehensive reply, Risky business. I am afraid it will all fall on deaf ears for as far as he is concerned, unless a company is making profits and paying dividends, the upcoming potential and IP of a company counts for zilch. If that is his investment strategy, then fine but others have different strategies. But quite why he is so hung up with opti is strange.

[neftanikoff] 11/1/2017 18:41

That's another good question 1bokke. You might as well go on the DDDD b/b and all the other related such companies and share your concerns. Why pick out opti ?

[1bokke] 11/1/2017 18:25

Michaelmouse I thought you were bored of opti? For someone who has no vested interest here( other than a malicious one) you seem to be spending a lot of time on this? Care to tell us why?

[neftanikoff] 11/1/2017 18:22

I probably did not word my post well enough, but what i wanted to convey was that in your view the present valuations for both companies are wrong, not that the companies themselves are rubbish.
Let us be clear, you perceive both companies's current valuation to be rubbish.
Then by your criteria, DDDD is presumably valued at 12 to 14 times more rubbish than opti. Do you think there are other companies like these 2?i did refer in my last sentence of my earlier post? I guess you think all such companies (there must be similar) are overpriced.
I take it that you would not invest in a company which is not on a low p/e (relative to the particular sector) and making profits and paying dividends and a first class management.
You may be a cautious investor but it does not appear to have saved you from investing into dodgy companies, where fraud has taken place.

[elrico] 11/1/2017 18:00

So michaelmouse, who do you blame for the two frauds you invested in and the other that uses smoke and mirrors for growth? By the way, share price had them all as stonking sells and they have been bang on as they usually are when it comes to the bear calls. Pretty close to 100% correct call when it comes to their bear calls, but NOT so note with buy tips, but who is!

[michaelmouse] 11/1/2017 17:16

Organisations like Shareprophets play some of you clowns like a fiddle. They're taking the p*ss out of you. Harsh I know, but FFS wake up from your torpor!!!!!

[michaelmouse] 11/1/2017 17:00

Here's a bit more comedy gold for you all:-

Biggest loser today? I'll tell ya. Union Jack Oil. Guess what? Just googled it. Any ideas who might have tipped this one as a buy? LOL.



"The point is that sentiment is so grim that it could snap at any time. Our share tip of the month is thus Union Jack Oil (UJO) at a 0.19p offer and at up to 0.21p with a target to sell of closer to 0.3p."

Never reached anywhere near 0.3p and has dropped 25% after news released at 4pm today. It will tank even further tomorrow.

I swear you couldn't make this up. I only ever do a brief look at the days losers and you can almost guarantee that Sharelosses will have tipped it.

[michaelmouse] 11/1/2017 16:50

Neftanikoff - I'm not saying either business is a load of rubbish. That would be highly disrespectful to both. I wish both businesses good fortune. That doesn't make them good value at their current share prices though. They are both high risk. To pretend they are dead certs would be dishonest. They are speculations i.e. a gamble. If I'd multi-bagged from the listing, I'd say ta very much and now I'll find something far less speculative. Both companies might do very well eventually, but that's already more than baked in to the share prices.

[neftanikoff] 11/1/2017 16:43

indeed, i could even be bold and ask you if you are a holder of opti and if so did you acquire your shares by way of a legacy. I am quite suspicious of new people who come on here and this is their first post on advfn.

[neftanikoff] 11/1/2017 16:38

Perhaps you can answer the question

re, the nearest to opti (valued at £50M) that SOH had often cited is 4D Pharma (DDDD) on aim and valued at £479M with shall we estimate about £70M of cash and making losses and will continue to do so for a number of years. OK this company is going the pharma route, but this way entails lots more hurdles to get through so more complicated, opti, no matter what you say, will be generating revenues and profits, quite possibly sometime this year, although you will contest this.
But basically are you saying that if opti is rubbish because it's value does not reflect current revenue/profits, then DDDD is also a load of rubbish and should be valued at about cash levels of about £70M. And i am sure that DDDD and opti are not the only shares that are valued on perceived business probabilities.

[michaelmouse] 11/1/2017 16:15

Take your money and run.............

[1bokke] 11/1/2017 16:07

Adam check pglancy posts and all will become clear.

[adamb68] 11/1/2017 15:54

Just what neff said.

[bobdown2] 11/1/2017 15:54

And your point is ?

[elrico] 11/1/2017 15:45

Missing what? You unsure what warrants are? why they were at 8p or option to buy them now? It's all standard stuff, but like anything, you either know the answer or you don't....it's why I won't go on the chase ;-)

[adamb68] 11/1/2017 15:16

Thanks for the reply, that's a relief!Not sure if I'm missing something here though??

[elrico] 11/1/2017 14:47

Neft - because he will expose his lies and deceit. His sole purpose is to trash TW related longs and posters like me that shorted a couple of michaelmouse related frauds. Michalemouse clear has mental issues and holds a grudge against TW or anyone agreeing with TW.