Optibiotix Health Share Discussion Threads

[onedayrodders] 18/2/2017 20:53

If only the share price was through a pound this thread would much more at ease

[incanus] 18/2/2017 20:42

Sorry joy. It is just banter, it is what makes our citys' what they are. They both need each other. There is nothing like a Liverpool and Manchester United rivalry. The world loves it.

[incanus] 18/2/2017 19:56

You could be right Judi. I'm not sure your lady like delivery is so convincing. You must be from Liverpool. I like PGlancy, i am new to investing. I always look forward to rickybusiness and elrico's posts.

[elrico] 18/2/2017 16:17

Thanks for proving my point about "outstanding contributors" Risky. Great post.

[riskybusiness1] 18/2/2017 15:09

Also dsm, two multi £bn multinational corporates on board already. Opti even has Gareth barker Vice President of dsm on board as non executive director. These two companies alone have the capability to blow share price out of the water.Shame anyone pays attention to the simple content on the other thread:'According to Stratistics MRC, the Global Human Microbiome Market is accounted for $130.23 million in 2015"Opti's share was? Oh that's right I think it was revenues of £80,000. Or was that this year?'The concept of opti as a whole was valued and listed at £5m in August 2014. Growing to £56m today. In this time the technology has been created and derisked with better than expected results.... He uses revenue figures as if opti have had products on the market for years and an experienced commercial team in place. Talking about revenues at this stage is a meaningless argument.He thinks go figure is the way opti intend to exploit slimbiome: 'If the USP for Go-Figure is Opti's "feel fuller for longer" then as soon as they license the technology to someone else then that USP for Go-Figure is lost and so are sales. By licensing to others they will just cannibalise their Go-Figure sales? and so it goes on.'Exemplifies his detachment from the business model. Go figure was created by chance earlier than expected to gain early market acceptance of slimbiome giving it to max to progress. Soh even mentions this was used as leverage in discussions between tata. The raising money point as elrico points out has been stated many times, opti is fully funded till profit. £3m in the bank £1.2m annual cash burn. Only cash raise will be for skin seeing as this part of the company was only purchased march last year and was not in the original opti plan. It is also an absolutely massive opportunity in it own right. If correct steps are taken over the years has been independently valued to reach a potential £250m piece of ip. Opt paid 700£k for 75%. I would expect at least £5-10m raise to start this journey.Once opti genuinely starts pushing go figure, slimbiome, lpldl, sweetbiotix, lpgos doubt it will take long to break even with the calibre of the newbies per and Christina. As well as the connections made through the partners currently in place with many more to be added. Huge demand for these scientifically backed products, market is growing fast. Right place right time.

[elrico] 18/2/2017 14:09

I refer you to PGlancy's post. If I save one other from making the same mistake, I am happy to waste my time, even at the cost of respect. There are several outstanding contributors.


1) there is going to be a cash call
A: IMHO NO! Why? If you understand OPTI business model - strategy you will know there is little cause for another placing;

- OPTI do not manufacture, distribute, sell products, they license their IP, receive royalties and license payments

- SOH is on record stating they have enough funds to see them through to profitability

michaelmouses over estimated the cash burn rate (again) by £1m (from memory).

2) opti is years away from profitability.
A: SOH estimates YE 2018 AS A GROUP....OFF the top of my head. However, I believe this was before GoFigure started gaining traction. Before Revital, 2 retail chains in Iceland and before Tata and Boots. So, again, IMHO slimbiome could make OPTI as a group profitable C6 MONTHS earlier than SOH estimate. Happy to stick my head on the block.


3) there will be no specific MN deal
A: Not sure if you are attempting to be funny here - What would you call Tata?

You should have been able to answer all 3 yourself. The information is there in official news feeds.

I would make the point I am not suggesting slimbiome will be so profitable it would create a rerate of the company, this event will happen before OPTI becomes profitable, slimbiome data will assist of course.

[neftanikoff] 18/2/2017 13:22

Elrico, you must agree that both you and he have wasted a lot of your respective lives by the many post's you have both written because of this ongoing feud.

Re the 3 points, i probably do know (or might think i know), the answers to his points, but as he continually brings them up and ignores answers, ie., run out of cash, so cash call, profits years away and no MN like P & G to give royalty payments, etc. Lets be honest, although you may well have given your own answer many times before, in the course of time and because of all the other material written, these answers can get lost, so it would be decent of you to succincictly give answers in your own style, just one more time so that it is there for all to see and the post can be referenced.

[pglancy] 18/2/2017 13:17

I have to come to elrico defence on this one. I sold a few of my shares because i took more notice of michael mouse. I am very green and his opinions worried me. I cant be the only one green. someone should have set up a new board with his lies and poor decisions then perhaps i would not have been so quick to sell some.

[scotty1] 18/2/2017 12:28

Have you never trolled anyone then elrico? someone who as never actually bothered you.

[scotty1] 18/2/2017 12:25

Lets face it Neft all elrico is achieving is feeding m'mouse,posters like m'mouse are best left alone to their own devices they then soon get tired and stop posting,but while you have the likes of elrico and other posters feeding him he will keep responding with more ridiculous negativity.But i guess some people are so full of their own self importance they cannot see that.

[neftanikoff] 18/2/2017 10:50

I think it will be a good day when

1) the bickering between so called bullish posters on this thread stops
2) the baggage between elrico and m'mouse stops.
3) and most importantly as this will stop the first point, opti produces a RNS of real meaning with substance.

The only way to stop M'mouse is for soh(opti) to prove him wrong, by way of an actual named MN and details of commercial deals or something equally as good. Otherwise, no matter what elrico says in bringing up meaningless, not prevalent investments and starting new threads is only going to make m'mouse more determined to continue to rubbish opti.

Elrico, perhaps you can answer briefly to his points

1) there is going to be a cash call
2) opti is years away from profitability.
3) there will be no specific MN deal

[michaelmouse] 18/2/2017 09:25

Here's my prediction for the next few months:-

It's all my own personal opinions, and it may or may not prove to be accurate. Time will tell.

I am sure as usual that Opti will release a plethora of news stories (as they did last year) that sound encouraging but are very light on financial details (there's a reason for that of course). Results will be released in April that will show just how far they are from meaningful revenues, cashflow break-even, profits etc. They are still many years from profitability imo.

Despite investors insistence that further cash raisings will not be needed. IMO they are inevitable as the company tries to grow. In fact I have stated before that the attempted "spin-offs" are an attempt at dilutive cash raisings through stealth. It's all gone quiet on that front I notice?

Here's the rub.

If any of the news stories gets a temporary lift in the share price then my guess is that they will need to act quickly to raise more cash. Here's why.

I don't think investors truly appreciate how risky these types of companies are when they have yet to produce meaningful revenues, cashflow etc.

Story stocks find it relatively easy to find investors willing to stump up funding in a bull market, but when the market turns (and it will in time) these are the stocks that are worst hit as liquidity dries up and fundraisings suddenly come at prices far lower than the prevailing share price. That's if they get them away at all.

You really are reliant on the bull market staying in tact whilst the company attempts to reach self sufficiency. This is still a considerable way off imv.

I wish you as investors and the company no ill will, but a balanced argument is required not just continued ramping by organisations and individuals paid to do just that.

[judijudi] 18/2/2017 09:13

Thanks for the kind words JH :)

[parob] 18/2/2017 08:02

I thought this 'Senior Microbiome Business Development Manager' role which has just been advertised by Chr. Hansen made interesting reading as it gives a fantastic insight into the company and how they're looking to partner with microbiome companies for their probiotics business. I've mentioned it before (post 8365), but Chr. Hansen would be a great company for OPTI to partner with. Of course they're the company who acquired Valio's LGG strain for €73million last year. It's almost as if this job spec was written with OPTI in mind!



"For our Global Human Health Commercial Development team in Denmark, we are looking for an ambitious Senior Microbiome Business Development Manager to help further expand our position in the global dietary supplement, infant and pharma probiotic markets through our investments into the microbiome space.

With the right analytical and entrepreneurial mindset, this is a unique chance to lead the business development efforts within one of the fastest moving scientific areas globally, the human microbiome, not only making a solid impact on Chr. Hansen, but also impacting the health of humans globally.

A fully penetrated world market for probiotics is estimated at significantly more than 10 times the current market value. With a no. 1 position in an industry benefiting from several strong trends and consumer preferences Chr. Hansen Human Health & Microbiome is well positioned to take advantage of this growth in the years to come.

Commercial Development is pivotal in making sure Chr. Hansen expands our position in the human health market. In our fast growing Global Commercial Development team we are 20+ dedicated colleagues within Product Management & Support, Global Marketing and Business Development covering both our existing Human Health business as well as our significant investments into the human microbiome.

Responsibilities
Your main responsibility is to identify and - with a sharp strategy and tactical plans - realize new market opportunities in the microbiome space globally. Together with our Innovation you will identify, select and realize the best possible partnerships. A specific focus area is to secure that our investments into the human microbiome are linked to our current probiotic business for maximum impact together with the global marketing team as a member of the Commercial Development Leadership Team.

More specifically, objectives will be to:

Drive the business development strategy for Chr. Hansen in the human microbiome together with the Human Health & Microbiome management team
Be the lead commercial relationship builder for Chr. Hansen in the microbiome space, incl. ongoing opportunity management
Identify partnership opportunities, take pipeline ownership and execute on defined and prioritized partnerships together with management
Drive commercial development within the microbiome and shaping the operational commercial plan
Work closely with Sales to identify new opportunities with largest Human Health customers through customer workshops & innovation sessions
Identify and drive in-licensing & M&A opportunities together with Human Health Management as well as Corporate Development & Strategy"

[judijudi] 17/2/2017 22:12

diamomd take no notice of JH
It seems he's bi polar
Keep your guesswork and your shyte informants :) views to yourself, and let the substance of the likes of Elric guide you

[joyjoy13] 17/2/2017 19:08

It's a difficult article to copy and paste unfortunately due to all the adverts placed in it.

[joyjoy13] 17/2/2017 18:59

Owenmo

No probs


Human Microbiome Market Research Report by Regional Analysis – North America, Europe, Asia Pacific, Latin America, Middle East & Africa : forecast 2023 – SAT Press Releases

Some of the key players contributing to the global human microbiome market include ActoGenix, DuPont, Enterome Bioscience SA, Metabiomics Corporation, Merck & Co., Inc., MicroBiome Therapeutics LLC, OptiBiotix Health plc, Osel, Inc., Ritter Pharmaceuticals, Inc., Second Genome, Inc., Vedanta BioScience, Inc., ViThera Pharmaceuticals, Inc., and Yakult Honshu


hxxp://www.satprnews.com/2017/02/16/human-microbiome-market-research-report-by-regional-analysis-north-america-europe-asia-pacific-latin-america-middle-east-africa-forecast-2023/

[john henry] 17/2/2017 18:46

The share price is moving down because there is a daily 10k 5 k seller, selling into a very low volume market.It's not you again is it Shrewd lol

[john henry] 17/2/2017 18:44

Diamond hope you feel better very soon. Post what you want, when you want. Don't be dictated to by a few on here. The majority of posters on here welcome your post.Get well soon.

[owenmo] 17/2/2017 18:03

JoyJoy, when I access the report, in the summary I find: "The key players in the human microbiome market are Enterome Bioscience (France), Yakult Honsha Co., Ltd. (Japan), E. I. Du Pont de Nemours and company (U.S.), Metabiomics Corporation (U.S.), ViThera Pharmaceuticals (U.S.), Second Genome, Inc. (U.S.), MicroBiome Therapeutics LLC (U.S.), Vedanta BioSciences, Inc. (U.S.), Osel, Inc. (U.S.), and Merck & Co, Inc. (U.S.)"

Earlier Mouse referenced a list that included OPTI.

Where might we locate listing of key players including OPTI, do you know?