Optibiotix Health Share Discussion Threads

[riskybusiness1] 07/4/2017 16:20

Someone on here mentioned what opti would be left with if the divisions were spun off. Think of opti as an investment bank but for the microbiome. Opti will be left with majority shareholdings in multiple companies. The individual shareholding worth more than what is valued by the market than if it was a part of opti. Skin has gone early because it needed the funds to grow and was never part of the plan. The rest are fully funded till commercialisation therefore no need to raise cash when these list. The entire space is in its infancy. Luckily we have an expert at the wheel in soh who seems to have the 'magic touch' and an eye for a bargain. Opti is setting itself up to be a major player, not only through its research but through its continued exploitation through the business strategy.Optis only down because people are moving money from opti to skin. More sells than buys...Basic mechanics of the market. However in reality Optis £8m richer and as soh said to elrico is the new owner of this appreciating asset that's now fully funded. The value will come through. P.s people that comment like rage once the price drops make these bbs simple and rubbish to read. Unless you need the funds asap and have to sell at a loss calm down and look beyond the daily share price movement.

[1bokke] 07/4/2017 16:04

Rage try buying a few it normally helps get the share price back up again. Oh and yes I have.. Or stop worrying about the daily moves and think in terms of months or years.

[whl2] 07/4/2017 15:52

decisions decisions !

[elrico] 07/4/2017 15:50

Really! Thank for the update, what should I do??

[rage0270] 07/4/2017 15:42

Below 80p again...

[rafboy] 07/4/2017 15:22

Moormoney, thanks good luck to you too.

[moormoney] 07/4/2017 15:20

Me too rafboy, good luck!

[rafboy] 07/4/2017 15:15

PIs taking a bit of profit I expect. We know the real gains are made by holding but if you can trade along the way then well done. Me, I am not trading SBTX but looking to add when funds allow. I am taking a 2 year view and will see where we are then. That is the theory anyway!

[onedayrodders] 07/4/2017 15:05

not much in size but nothing but sells currently

[someuwin] 07/4/2017 14:57

GoFigure Diet‏ @GoFigureDiet · 40 minutes ago

"I felt elated at the double whammy of looking good and feeling better" So happy to see @GoFigureDiet shakes being featured @NPBmagazine 👍

[luminoso] 07/4/2017 13:37

However, it would be good to know if It is possible for us to get our divi in specie shares before the lock-in period expires next April. If there is a special dispensation in AIM rule 7 to allow this type of transfer of locked in shares, where OPTI is concerned.

[primal123] 07/4/2017 13:32

Ferd - dates etc haven't been given yet as this could lead to market exploitation etc.

[luminoso] 07/4/2017 13:32

Those taking part in the IPO were not locked in, as I understand it. Hence the 'flipping' shares we have all been buying over at SBTX. Nice profits at around 50 percent to the IPO price for the IIs !

[f3rdinand] 07/4/2017 13:29

Some timeframes for this 'dividend in specie' would have been very helpful and strengthened OPTIs share price As ever we are left reading between the lines...ifs, buts, maybes!

[elrico] 07/4/2017 13:28

Bernie - I don't think we should have been part of the IPO. It would have proved more costly and if you were told you would be locked-in for 12 months, would you partake? I see the logic is going with a selected II because limited funds were needed. As shareholder we actually got in at below the IPO price, ie *seed fund price - How many can say that? Thats right, the II's.

Luminoso - I know. The point I was making, was the scope for interpretation by the layperson (me) of the "Special conditions" to rule 7.

edit *Thanks to Sienna

[branboyd1] 07/4/2017 13:26

Seems the skin microbiome area is hotting up ---- hxxp://www.fiercebiotech.com/biotech/skin-disease-biotech-azitra-closes-2-9m-series-a-for-microbiome-work ----- I will probably bite the bullet on Monday and buy SBTX.

[luminoso] 07/4/2017 13:17

Thanks, Elrico. On page 8 of the admission document for SBTX, they list Optibiotix as one of the 'locked-in persons'. Perhaps there is leeway for them to transfer shares to OPTI shareholders before the lock-in expires, if they so wished ?

[bernieboy] 07/4/2017 13:14

Thanks Elrico. Can you ask soh next time that you talk to him if current shareholders at the time of any new IPOs can also take part in them instead of just IIs?

[judijudi] 07/4/2017 13:06

Cheers Elrico :)

[primal123] 07/4/2017 13:00

Meant to say "thanks".

[primal123] 07/4/2017 12:59

That's Elric, we now have it confirmed for those people who kept saying we were not getting our "free shares" that we will get them at some point. I bet those that have sold recently will be kicking themselves! Silly!

[elrico] 07/4/2017 12:54

Hi Elric,

I can’t comment on lockin’s only to say it's irrelevant as we are not going to sell shares. When we release value to OptiBiotix shareholders will look to structure it in a tax efficient way, most likely as a ‘dividend in specie’ . A couple of other points which are in the public domain which appear to be missed by shareholders:-


1. The SkinBiotherapeutics listing has materialised the value in this part of the business which was transparent to investors (now a market cap of ~£19m, up from £500K a year ago).
2. OptiBioix and its shareholders have a significant shareholding (41.9%) in an appreciating asset
3. SkinBiotherapeutics has £4.1m cash to build future value in the business from its development programs which are targeted at large markets. Our focus is to support Skin in building that value to the benefit of OptiBiotix shareholders
4. At some point in time OptiBiotix will distribute value in SkinBiotherapeutics back to its shareholders in a structured way
5. The listing of SkinBiotherapeutics highlights the value of OptiBiotix’s strategy of building up its divisions and listing them separately on public markets. This strategy will continue to develop and bring value to shareholders whilst mitigating shareholder risk.

This is an innovative approach to building technology by seed funding within a listed incubator (OptiBiotix) to create shareholder value which should materialise gains to OptiBiotix shareholders.

end

Points 1-5 I covered it the following article;

[elrico] 07/4/2017 11:58

I have asked for clarity on the following rule 7 "Special conditions" for certain applicants Rule 7: Lock-ins for new businesses To minimise the risk of parties to lock-in arrangements subsequently being deemed to constitute concert parties under the City Code on Takeovers and Mergers. The Exchange will not require a substantial shareholder to be the subject of a lock-in under rule 7 where that shareholder became a substantial shareholder at the time of an AIM company’s admission and at a price which was more widely available, for example as part of an offer to the public.

The honest answer, I do not know; it appears open to interpretations. To me, it suggests OPTI are NOT locked-in. However, this part, "AIM company’s admission and at a price which was more widely available, for example as part of an offer to the public" would suggest OPTI is locked-in. I may well be wrong.

[elrico] 07/4/2017 11:50

"Special conditions" for certain applicants Rule 7: Lock-ins for new businesses To minimise the risk of parties to lock-in arrangements subsequently being deemed to constitute concert parties under the City Code on Takeovers and Mergers. The Exchange will not require a substantial shareholder to be the subject of a lock-in under rule 7 where that shareholder became a substantial shareholder at the time of an AIM company’s admission and at a price which was more widely available, for example as part of an offer to the public.

[bobdown2] 07/4/2017 11:30

I wonder if that someone has ever made that percentage himself.