Optibiotix Health Share Discussion Threads

[rafboy] 05/4/2017 13:36

Think we have to see that the real value of both companies still lies ahead. SBTX could prove very successful and, at some point, I do expect OPTI holders to benefit in some form or another. It is often the case that we PIs are the last to gain and anyone of us buying into SBTX today probably paid well over the 9p IPO price. I know I did. However, I am buying into the potential of the company and the gains to be made in the months and years ahead.

I believe that we will receive a dividend of some kind, at least that is what I hope will happen.

[rage0270] 05/4/2017 13:29

TW probably involved in IPO of both OPTI and SBTX. Good work if you can get it.

[rage0270] 05/4/2017 13:27

Owenmo, have to agree. Only the privileged few who were allowed to undertake in IPO of SBTX have really gained.Long standing OPTI holders (I'm not) have lost value. Hopefully going forward that will change as cholesterol products come to market. We have to accept that OPTI and SBTX are completely independent in terms of price. Apart from the BS that OPTI has for SBTX. Considering the near 40% gain in SBTX would have expected some reflection here.

[owenmo] 05/4/2017 13:18

Guys

I think I'm about as familiar as I'm likely to be at this juncture as regards the nuances of OPTI vis-a-vis SBTX in terms of balance sheet enhancement, divestment and compensation in the (eventual) offing. And as of last week, with OPTI touching on 90p, one foresaw a possible win-win situation emerging in the days that followed - some privileged ones winning considerably more than others. And in the SBTX launch it might have been anticipated that some level of interim neutralising might unfold - with SBTX valuation compensating in the OPTI share price for the for a divestment counter-charge. OPTI holders refraining from engaging in additional risk associated with direct SBTX investment, would gain from the flotation in time. However now that D-Day is upon us, one sees little evidence of the anticipated win-win situation; rather a win-lose situation - with OPTI share price now languishing at 80p - down 8% on the week, and the ipo investors, alone, laughing all the way to the bank. I'm hardly alone in asking, at this juncture, where did it all go wrong? and apologies to one and all were I to give ammunition to what's-his-face! I just don't feel I'm sharing in any spoils of victory normally associated with a successful ipo.

[parob] 05/4/2017 10:19

There's a phone interview with Cath O'Neill on proactive investors...

[branboyd1] 05/4/2017 10:08

Same here Marne, there's plenty of time to buy into skin. I'm keeping all my Opti shares for now unlsss skin drops to 10p.

[rage0270] 05/4/2017 10:05

Marne..agree.Expecting SBTX to fall back to IPO price.

[hutch_pod] 05/4/2017 09:48

Yes, agree there is overlap. Just makes it a bit confusing when Skin Management is described regarding MRSA in the Technical Background, then Manaage is focused on cosmetics in the timeline.

[marnewton] 05/4/2017 09:48

I'm sticking with OPTI.

I will buy SBTX at some future date, but, I suspect, at a price lower than today.

As stated ad nauseum over the weekend, there'll be little correlation between the two share-prices.

M

[elrico] 05/4/2017 09:26

Hutch - Like many of OPTI's IP's, there is an overlap in the uses. It's just one of the many great dynamic of both OPTI & SBTX. That said, given the health risks associated with MRSA, it will almost certainly have a higher regulatory hurdle before it can make important life saving claims. That is cosmetic creams will most like be the first to commercial path.

[woodaldo] 05/4/2017 09:23

Chaps for any one using TD direct investing its now available to buy through your ISA. I know as I just purchased some for just over 14p.

[rafboy] 05/4/2017 09:16

What gives me confidence is that along with all the positives already mentioned, SOH's family have invested. He probably suggested they do so and you aren't going to let your close family down.

[hutch_pod] 05/4/2017 09:12

On the Admission Document, i see Manage comes first in the timeline, ie for Cosmetic uses, which makes sense. Followed by Protect, for HCAIs.

But Manage is then described as covering skin pathogens and MRSA, which would seem to relate to Protect.

Wonder if I'm reading it right, as it would seem a weird typo/mislabelling.

[shrewdmole] 05/4/2017 09:10

Bernie

I try and read between the lines a bit.

Several pointers:-

The 2 founders of Sbtx are world class.
The department they ran actually already do consultancy and research for among others boots and j and j.
The admission documents state that they ha e proven the science on human skin cells so the biome 'theory' works.

Soh has done much of the leg work in proving the science and I'm expecting a faster take up in Sbtx commercial tie ins than Opti as they aren't going from a standing start. Commercial products by end 2018 is very positive in terms of timeframes for me as an investment.

So float at circa £11m cap and 18 months later what will the market cap be if we have an eczema cream on the shelves?

I expect Opti to bounce back strongly and like I said it's probably suffered a bit first thing as a few sell to buy Sbtx which in itself you can't knock.

Personally as stated I do not want to be out of Opti at this moment in time, there are exciting times ahead.

S

[bernieboy] 05/4/2017 09:02

Good to see you putting your money where your mouth is again Shrewdie with SBTX! Nice one sir.

[elrico] 05/4/2017 08:58

It's all about SBTX today, not OPTI. The market is NOT always right and that's where astute investors make their money.

[1bokke] 05/4/2017 08:55

Rage it's been 54 minutes, give it some time.

[rage0270] 05/4/2017 08:55

I'm aware it's on the Balance Sheet. Just expected a move up here today.

[elrico] 05/4/2017 08:50

The value is on the OPTI balance sheet. Bloody hell!

[shrewdmole] 05/4/2017 08:49

I suspect some are selling a few Opti to buy Sbtx.

It actually makes sense to me as the odds of Sbtx doubling to circa 25p in 6 months are probably higher than Opti doubling in price to 170p in the same timeframe.

Personally I'm holding my opti is still think there's lots to come imminently and I have dipped my toe in for 250,000 Sbtx.

Opti is still 20% lower than previous high yet with so much derisked.

It's crazy but value always come through in the end.

Sm

[riskybusiness1] 05/4/2017 08:46

Also though opti is locked in to sell for year THIS DOES NOT MEAN they can not reallocate the shares through specie dividend at any point they choose. Could happen today next week next month etc. Stupid time to sell opti

[rage0270] 05/4/2017 08:46

Looks like no correlation between OPTI and SBTX as some stated here. Was expecting up as SBTX nearly up 40% on IPO.So no free shares (yet) and no correlation. So where is the value for OPTI share holders???