Optibiotix Health Share Discussion Threads

[lukead] 01/4/2017 18:04

Did you fill your bag up with 'unhealthy' sweets at the free stand next to OPTI ? I bet you did, This ticker for skin is the one given by earlier so HL have it wrong, price about 10p, could easily have got £10M, will not rush into anything, just like OPTI

[shrewdmole] 01/4/2017 18:03

Re comments on Nasdaq listing.

I agree that a listing doesn't automatically drive a rise in market cap and some small companies go for the listing just to go for what they believe is an automatic boost.

It is however not a guaranteed boost to riches.

On the other hand if you have ground breaking ip and a proven business model then the American institutions are far more forward thinking and look for returns on the growth potential.

Don't get me wrong I'm no expert but I'd say lets get the new cholesterol products out and the rata deal progressed and Q3/Q4 could be a very good time to go on the Nasdaq.

Aim is riddled with con men. Look at Mrs and it's disgusting.

Soh is a passionate, expert in his field of microbiology. We really can't underestimate what we gain from his previous lessons in business via his previous company sale.

This ip could have gone for a few million last year when everyone wanted 'progress' yet here we are with more patents, progress on all fronts, Sacco and Tata as partners and products on shelves in May.

I am still a buyer of Opti at current levels, it was higher than this a long time ago with much more risk, less potential and more hype.

Just my ramblings.

S

[onedayrodders] 01/4/2017 17:56

Just got back from the show and apologies if repeating stuff.

I asked SOH if he was as excited about the skin as he is sugar, he said he would still put sugar at the top, Skin next, then cholesterol and Slimbiome. But he said both Sweet and Skin were hugely exciting.

He said they are aiming to launch a sugar product at the end of 2017 or start of 2018. He admitted the first product will be 'clunky' but the purpose being to get their name in the market. He repeated OPTI are the only company preparing such a product so it won't be as if it will be compared to anything else and the big players will take note.

In addition the recent media attention and sugar tax implications make it even more viable to go with this plan.

I spoke with Sophia separately and asked if there could ever be a deal with a brand like Coca Cola and Pepsi involving Sweetbiotix, she said that she would not rule it out IF they approached OPTI however it would be difficult when even without sugar there are still other unhealthy aspects of cola. So not an exact fit because of OPTI's healthy image.

I asked SOH if I am I getting carried away by thinking about the almost mind boggling commercial opportunity of Skin in terms of making people look younger when compared with the huge sales of global creams and large cosmetics spend ... he said "absolutely not" :O)))

I also overheard SOH beaming with confidence when talking about his decision to invest in the Skin IP and although he was disappointed the market attributed no value when they bought the IP, he said Investors will be happy when SKIN floats and the value will be there to see for all.


ODR

[riskybusiness1] 01/4/2017 16:29

Sorry.... I meant 85kpcm won't shrink by much but will be pretty much fixed shrinking the costs to sales ratio pcm

[riskybusiness1] 01/4/2017 16:25

From Wednesday opti will have £2.4m due to the convertible loan for skin shares. Though seeing as the higher value products are now coming to market with many more in the pipeline our 85k pcm costs will only shrink and I imagine not too long until profitability. 85k a month and companies are paying us to manufacture and supply our own product - imagine the profit margins once these products start rolling through multiple distributors. I wouldn't rule out raising for acquisitions though in the future. Someone mentioned cognitive health. It looks like Optis genuinely going for top spot in this new space so it would not surprise me

[lukead] 01/4/2017 16:16

And as he said, the cost factor is getting better. As for the skin shares to Opti shareholders, I got the impression that it will happen, no time scale and would revolve around time you have held OPTI shares, somehow.

[hamcutlet] 01/4/2017 16:02

In regard to the Nasdaq listing, it was mentioned at the start of last year in an interview for Directors Talk/Investor Chronicals or similar, cant remember exactly.

What I do remember is the interviewer stated that he had to wait because SOH had been on the phone all morning to potential Client/partners etc and one was to an American Broker, stateside who was trying to persuade Stephen to list Opti the Nasdaq for up to 5x its current value

SOH's response was, now was not the time but it was certainly one for the future.

Well here we are 15 months later, Go figure products de-risked and profit making already, weeks away from cholesterol product launch and the excitement around are calorie free sugars, it's very encouraging to here to here the Nasdaq listing is Still very much on the Opti radar

[lukead] 01/4/2017 16:02

If you mean OPTI on NAZ, no but is certainly a possibility . And for that ratbag in his thread , NO placing is planned, 2.8M cash with about £85k cash burn per month . So much for his stupid ramblings

[primal123] 01/4/2017 15:57

Rage - if you read the post by Griffin it said potential listing on NASDAQ, there are no timescales.

[rage0270] 01/4/2017 15:51

Was there any timescales given re listing??

[judijudi] 01/4/2017 15:20

Sanguine :)
Cheers Griff

[lukead] 01/4/2017 15:18

Rage, I spoke with SOH today and that is his take, not mine and so with respect I'll take him over you with regard to the cost narrowing.

[rage0270] 01/4/2017 15:11

Best to remain on AIM alone at moment and look at main listing if and when valuations allow.

[rage0270] 01/4/2017 15:10

Guys wouldn't get too excited about a NASAQ listing yet. Not guaranteed to rocket..and costs are involved.

[elrico] 01/4/2017 14:49

Diamond - NASDAQ listing came up in a conversation with SOH some time ago now. He indicated it was one for the future but not in the near future as it would increase the cash burn. IMHO the NASDAQ listing only makes sense post commercialization of several products. We are closer now, but I don't see it happening for c2 years. However, OPTI have a habit of pulling rabbits out of a hat.

[lukead] 01/4/2017 14:41

Apparently the difference in costs belonging to AIM and NASDAQ is narrowing making the NASDAQ listing more appealing and if Opti did list on NASDAQ (in the future), the share price would rocket.

[elrico] 01/4/2017 14:40

Great feedback - Griffin.

[diamond fibre] 01/4/2017 14:31

Nasdaq, did SOH have the chance to go on this market in the passed, but refused?

[riskybusiness1] 01/4/2017 14:11

Brandboyd - the deal with dsm is related to the sugars platform but not the application you are thinking. Optibiotic division has three platforms:1.optibiotics (combining existing probiotic with Optis novel prebiotic sugars increasing the overall probiotics health benefits) this is the deal with dsm and has also enhanced our own probiotic lpldl over three times it's cholesterol reducing rate. - this is massive as it should lead to probiotic suppliers coming to opti to improve their products £30+bn market2 using the prebiotics as products in their own right as they are heat stable and have their own health benefits giving access to multiple markets and including this in multiple foods 3. Sweetbiotix natural sweet non calorific sweetener testing to date confirmed 60-70% sweetness of normal sugar with further work ongoing.Another division with huge potential all wrapped up in opti. A listing on Nasdaq would see this companies value at the very minimum double from current value

[loungeact] 01/4/2017 14:10

@UKInvestorShow: Well done to Wishbone Gold, Metal Tiger and Optibiotix Health who all win investment in our third Dragon's Den session. #UKInvestorShow

[f3rdinand] 01/4/2017 14:09

Initially around £1.20 to de-risk a few. But will be keeping the majority for many years as I really believe the microbiome is going to influence all areas of healthcare in a big way!

[branboyd1] 01/4/2017 14:05

Ferdi may I ask what is your target price?

[f3rdinand] 01/4/2017 14:02

I think the points above help explain why being over exposed in OPTI isn't as negative as other shares! We're like four companies rolled into one! If for some reason skin doesn't work out then the share price is more than underpinned by the other elements of the business! I'm 'all in' on OPTI now until we reach a price that reflects the incredible potential that we have here.

[branboyd1] 01/4/2017 13:54

Sweetbiotix is very exciting indeed and there is so much buzz around sugar tax, reduction, etc. Is it likely that OPTI will partner with DSM for this product range?