Optibiotix Health Share Discussion Threads

[elrico] 07/4/2017 11:18

Someone argues that is a bad deal for OPTI investors :)

[riskybusiness1] 07/4/2017 11:07

Optis 600k now worth £8m..... only a 1300% return in as many months.

[humphries1] 07/4/2017 09:30

just seen this on the lse site
GLR1990
Posts: 48
Off Topic
Opinion: No Opinion
Price: 80.00
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RE: Food for thought
Thu 16:24
Hi Halio, understandable nervousness.

OPTI owns a majorty share in SBTX, therefore if you own OPTI, you already own part of SBTX. OPTI paid for SBTX out of shareholders money, therefore it would be unfair, and unwise to not distribute this portion/payment back to the shareholders of OPTI, which will happen in the near future. You will get your shares in SBTX if you own OPTI.

SBTX cannot devalue OPTI, OPTI is a completely different business that SBTX, hence why SBTX has now been floated seperately. SOH strongly believes in this, SBTX if anything only decreases the risk in OPTI as SBTX can now gain its own funding separate to needing funding from OPTI, albeit if SBTX fails miserably this will have some impact on OPTI but NOWHERE NEAR the impact it would have had if it failed without separating off into its own flotation.

OPTI will be doing this in the future with SweetBiotix (I anticipate next year just in time for the sugar tax) and another division called SlimBiome (I think, sorry not cross checking here please DYOR) thus allowing OPTI to focus on what it does best, whilst hiring new leaders to run the divisions successfully as new listed companies. With SkinBiotics, this was a company OPTI bought from the university of manchester (70% aprox) for around 400K.

To quote: "The rapid developments in the understanding of the microbiome have been matched by OptiBiotix's own progress in a number of key but diverse areas. I believe that OptiBiotix's diversity of both IP and commercial relationships offers shareholders ‎multiple opportunities where future value to shareholders may be best realised by spinning out domain specific opportunities where we as a board believe the individual parts may be properly resourced and valued,” said Stephen O’Hara, chief executive officer of OptiBiotix.

“In its own right it is not a new idea but one that has previously worked well for a number of companies," O’Hara added.

If you dont believe in SOH then there is no point investing, so take his word for it or get out IMHO.

Good Luck!

[f3rdinand] 07/4/2017 09:25

Hopefully some of the SBTX profit takers will plough it back into the parent company!!!

[judijudi] 07/4/2017 09:21

Ferd,
No doubt it was in the 100,000s
:)
But agree a profits a profit

[elrico] 07/4/2017 09:19

Pglancy - Like I said earlier, I would have thought they would, given the size of the holding. The caveat being, SBTX demonstrating a commercial partner agreements. That said, I didn't think it outlandish to expect a positive response on OPTI if SBTX shares rallied north, as they seem to be doing now. I've been wrong before and will again. In any event, it is still too early to gauge any correlation between them at this stage. Markets and people can be irrational and that seems to be the case with OPTI holders.

I must confess to agreeing with Michaelmouse on two point this morning...yeah I know, shock, horror. He is right about using P/E ratios, cash flow models etc. However, these did not do him much good with a number of his investments because one or two things happened. 1: he did not understand the correlation between them and the balance sheet, 2: CEO's lied about the number and or employed questionable tactics building up their businesses. I set up a thread to demonstrate this, none of this was fabricated because I even included direct quotes from the guru himself. So, if they are lies, they are his, not mine.

The second point of agreement; OPTI & SBTX are speculative companies. We are all aware of this and Michaelmouse can argue all he likes about market cap based on cash flow. He fails to understand the market always looks forward. In the case of AVN & TRAKM8 investors are always looking back at the lies and false promises and missed targets. But Michaelmouse brushes these under the floorboards because he is attempting to sucker people into them to prop up his chances of regaining some of his money.

I ain't going to comment on his paranoid delusional conspiracy. I only post as elrico. Perhaps while you are apparently unfiltered (you sound like a coffee bean) you can ask why he thought you and I were the same and why I would need.....what is it now....must be 20 usernames. Why did I not set up the michmouse of investing in another username. It does me more harm than good.

[bernieboy] 07/4/2017 09:18

Even very soon! Ha

[bernieboy] 07/4/2017 09:18

You may be right judi but I remember the early trading pattern of Opti......I know it's not the same as there are so many more people in sbtx than there were in opti in the early days. But we'll see. I put the money into more Opti as I think we'll see that 100 very doon

[f3rdinand] 07/4/2017 09:16

Depends...30% of not a lot...I'd agree...but you don't know how much I bought.....

[judijudi] 07/4/2017 09:12

News on either could come at any time
Silly to sell sbtx for 30% profit
bwtfdik

[f3rdinand] 07/4/2017 09:09

My thinking too! Could go a lot higher first, but think as the weeks go by it'll drop to around 13p..if not then hopefully I'll be rewarded later with my substantial OPTI holding!

[judijudi] 07/4/2017 09:07

Doubt it
Not below your original buy price anyway

[bernieboy] 07/4/2017 09:06

F3rdinand I gotta own up and say that I did the same this time. We'll see but I expect to be able to get back in lower.

[michaelmouse] 07/4/2017 09:05

pglancy - "Immediately prior to Admission, OptiBiotix, the University of Manchester, the Directors and Professor Andrew McBain (the “Rule 7 Locked-in Parties”) own, between them, 68,708,494 Ordinary Shares representing 57.9 per cent. of the Enlarged Ordinary Share Capital of the Company. The Rule 7 Locked-in Parties have undertaken to the Company, Cairn and Turner Pope that they will not sell or dispose of, except in certain limited circumstances permitted by Rule 7 of the AIM Rules for Companies, any of their respective interests in Ordinary Shares at any time before the first anniversary of Admission. The Rule 7 Locked-in Parties have further agreed that they will, for a further period of 12 months thereafter, be subject to orderly market arrangements during which time they will only dispose of their Ordinary Shares through the company’s broker."

Cheers.

[lukead] 07/4/2017 08:58

Now, l wonder why anyone would resort to personal attacks on michaelthemouse ? Really

[bobdown2] 07/4/2017 08:50

Is the cholesterol news that far away. May!! A bit of profit taking after investors realised that they were not going to get free shares straight away was always going to happen. We have results and a probable foward looking statement first.

[lukead] 07/4/2017 08:48

I'll tell you what, he must be even in a worse state than I thought if he thinks you are Elrico , chalk and cheese cones to mind , no offence old bean

[judijudi] 07/4/2017 08:48

Well that's this years isa allowance maxed out
All my SBTX and the balance in Opti

[f3rdinand] 07/4/2017 08:47

I've sold out of SBTX (nice 30%) I think when reality hits that the SP- at this moment- is built on hot air and not a lot more it'll fall back down to realistic levels. Could be wrong of course! OPTI is the ugly sister at the moment to their shiny new adorable baby brother!

[rollthedice] 07/4/2017 08:46

Hopefully we're not slipping back into old trading channel of mid 60s-80p again... that got very tedious last time :( SBTX going well this morning (+20%) but not feeding through to OPTI share price

[loungeact] 07/4/2017 08:44

It's fallen 1p - Shocking stuff. Rage how long have you been invested here?

[pglancy] 07/4/2017 08:43

MM i guess i will have to put your timely unfilter of me at face value and be thankful you are forgiving of past transgressions even though at one point you accused me of being elrico along with everyone else posting here, that could be viewed as insane or paranoid. no matter i dont care how may usernames he may or may ot have as non of t makes sense to me.

if there is a lock in period where are all the sells trades coming from? the lock in cannot be a blanket lock in. the addmission document did not say opti 42% was subject to the lock in and once opti decide how to distribute the shares they could have lock in periods could they not.

elrico are you now saying sbtx shouldnt have any value adding consequence to opti sp?

[rage0270] 07/4/2017 08:33

Falling...again..

[judijudi] 07/4/2017 08:05

Early sells again

[michaelmouse] 07/4/2017 07:46

pglancy - You were on filter because you had previously resorted to attempted personal attacks rather than making considered responses. I looked at your most recent posts because I stated that in post 1134 that "Alternative opinions accepted." Clearly you took this on board. Other usernames remain on filter where they have set up threads devoted to me which just blatantly lie or created identities such as "michaelamouse". Either actions are hardly sane are they?

"You are confusing me with opti 42%. why would the company off load them? as far as i am aware the shares dont belong to opti, they belong to share holders because opti bought the science dep at man uni for 400,000. surely this has to go back to investors like me."

They belong to the company, and they can't redistribute them because of the "lock in" agreement and orderly market arrangements. I don't know what options are available following the "lock-in" period but redistributing the shares wouldn't fit with an "orderly" market I'd have thought?

If enough institutions were interested in Opti shares (let's say two or three) then YSF could offload there entire holding immediately by placing the shares. It would be an orderly market and may in fact boost the share price if the new investors were quality institutions. Best they have done recently was around 1-2% at around 65p from memory. As I said no-one is queueing up.

If you are genuinely new to investing then read about valuing companies based on p/e ratios, cashflow, net asset value etc. and basic fundamental value. Also read about the dotcom boom and bust.

In a nutshell Opti and SBTX are highly speculative investments because they cannot be valued on any of the above measures since they are pretty much non-revenue generating at the moment. At their current market caps you are paying an incredible premium based on what you "hope" may happen sometime in the future.

All that said, I'm not a share tipping service and if you're happy with your investments then that's fine with me.