Optibiotix Health Share Discussion Threads

[elrico] 10/4/2017 20:40

PGlancy - I didn't mean to duck your observation regarding my comments ahead of the IPO. You are correct, I did suggest SBTX would be better served if there were some sort of JV or commercial agreement in place as this would support the share price This as we know has not happened, which sort of suggests I am correct, but it is early days and IMHO The FT has caused most of the damage today. Very poor journalism. Is there some fallout from 4D? No idea, possibly. In truth, I don't care.

[elrico] 10/4/2017 20:29

Why my presence is required is outside my logic box. As I'm here I may as well offer my opinion for what it's worth. Perhaps the best place to start is the misquoting of SOH. SOH has never even suggested OPTI shareholders would be offered a chance to participate in any IPO, or suggested free shares would be issued on the date of the IPO. SOH is on record stating, "shareholders will have a direct interest as a majority shareholder in SkinBioTherapeutics, OptiBiotix's Board believe this provides the necessary resources to grow SkinBiotherapeutics and create the potential for substantial future value enhancement." Key word is FUTURE. Another SOH quote; "At some point in time OptiBiotix will distribute value in SkinBiotherapeutics back to its shareholders in a structured way."

20/10/16 "OptiBiotix believes the scale of the opportunities offered by SkinBiotix's technology in the biotherapeutic space creates the potential for substantial FUTURE value enhancement. The directors believe that shareholder value could be maximised as existing shareholders may, in the event of a successful flotation of SkinBiotix, "ULTIMATELY HOLD SHARES DIRECTLY IN BOTH COMPANIES." Unquote; this is as clear as it gets. Frustrating as it is because there are no ex in-specie dates or indication when and how the shares will be distributed; IT IS THIS FACT which is causing concern and hurting the share price at a time when it should have heralded a change in sentiment. However, what I think has been particularly unhelpful, is comments by TW, who suggested a 1% for 1% (wherever they originated from, I don't care) this has been translated into a 1 for 1 share distribution. Ultimately, he may be proved correct, but right now it is right up there with "imminent" as far as own goals are concerned.

Out of interest, has anyone looked up the work "in-specie?" I have, it's latin and its literal meaning offers a bloody good clue as to what SOH recently stated...."in its actual form." This can only be mean shares, as any other method not only means something different. Ie, special cash divi - this would be inefficient way of distributing the shares, something I have already commented on. I also doubt SBTX shares will be sold to pay a cash divi, as this would also be inefficient and costly to SBTX investors, as well as it being slow and of course be very time consuming.

SOH speaking specifically about SkinBiotix - "The other point I have raised publicly before is that when we acquired SkinBiotix (as it was then called) and announced on 17/3/16 there was NO RECOGNITION OF ITS VALUE BY SHAREHOLDER IN THE SHARE PRICE (in fact from memory it dropped). Part of the rational behind listing the separate divisions is to make the true value of these divisions more transparent to shareholders and to provide them with the funds to reach their full potential." HOW IRONIC is it then that the demerger has resulted in c15% fall in OPTI when apparently the market added NO VALUE TO IT!


There are a few new PI's posting now, which is good. However, two particular seem set on a negative agenda, which is odd for new holders. Perhaps I am being naive (not for the first time some will note as you roll your eyes) and they're just panicked at the rapid change to the negative tack so close to product launches. Either way, they need to do much more research before coming out will silly comments about the value of OPTI's IP and that of SBTX's IP. LTH know full well the potential value of the IP.

Regarding the share price action; Anyone remember the 111,111 trade ahead of the rally? The shares were walked down to fill this order. Everyone assumed this was a sell trade because it was c50+% of the day's action, so of course everyone had a right to assume it must have been a sell. In fact, I was told hours before hand it was a buy before it actually appeared. Of course, I could have been lied to, but why? what would the motive be? The point I am making, the broker was given specific instructions to fill at a price, which meant investors were stopped out to fill at a lower price. It happens, believe it or not.

The FT article has almost certainly caused some damage today. It had two factual errors in it. I am surprised nobody picked up on them. One was minor, OPTI have 41.9% not 41% of SBTX, the other far more serious, appearing to be worded to back up the narrative in the first paragraphs. The author suggested the IPO would not have got away had it not been for Seneca; an odd thing to say give the IPO was x3 oversubscribed. I guess The Time journo's are not what they used to be. Not so long ago they were peddling a AVN takeover at 140p WHEN THE SHARES WERE 40p, this caused a lot of speculative traders to get burned.

[1bokke] 10/4/2017 19:44

He mentioned something about being at T1 so possibly on hols..

[riskybusiness1] 10/4/2017 19:44

Pg you don't get a commercial deals unless you prove the science. You can't prove the science unless you invest in clinical studies you can't invest in clinical studies without cash specifically set aside....you get the idea why this division was listed? There's no point having a division with potential if you can't give it the necessary resources to grow its value. Skin isn't going to go up for no reason. Listed at £10.7m Currently £16.9m..... probably in top 10 if ipos this year

[pglancy] 10/4/2017 19:13

Not for the first time im confused about the trade action of both opti and sbtx. Im sure someone posted a comment from tom winni suggesting the sbtx ipo would be a game changer for opti 'rerate' or something like that. and didnt elrico suggest it would be a mistake to demerge skin without a commercial deal to support the ipo and opti? It looks like tom winni is freaking clueless and elrico is switched on. by the way where is elrico? he is unusually quiet the past couple of days, especially today.

[bobdown2] 10/4/2017 18:09

Bran.. I am making money. Allot less than last week, but I am up and I will be further up in May. Mind you the aim market is allot more volatile than it used to be you only have to look at the graph to see that. It looks like a sharks mouth !!

[branboyd1] 10/4/2017 17:37

ah yes another 'top up' opportunity. How many before you start making any money?

[bobdown2] 10/4/2017 17:33

Get a grip...it's about 30 days to the new product launches. Instead of selling its a good time to buy.

[branboyd1] 10/4/2017 17:29

something big needs to bounce this back for good!

[primal123] 10/4/2017 17:28

JH - sell up if you are not happy. Simple!

[parob] 10/4/2017 17:23

SOH has said:At some point in time OptiBiotix will distribute value in SkinBiotherapeutics back to its shareholders in a structured way.No timeframes have ever been mentioned.Free skin shares will be a Brucy bonus for me, at the time when they're given out. Some people have become obsessed with skin. I am much more interested in commercial deals re cardio product launches, weight management, sweetbiotix with skin further down the line.You either trust SOH or you don't. If you don't, sell up.OPTI has a habit of bouncing back and I expect the same thing to happen after this dip.

[john henry] 10/4/2017 17:09

Primal they had 9 months to finalise how OPTI shareholders would directly participate in the SBTX IPO. At present existing OPTI shareholders have not participated they merely hold shares in OPTI that hold a 42% stake in SBTX. No direct benefit just a balance sheet value, which the market will probably % discount.

[primal123] 10/4/2017 16:59

It's been less than a week since IPO! Lol

[onedayrodders] 10/4/2017 16:54

Primal ... we've still not heard anything .. how long ?

;o)

[primal123] 10/4/2017 16:52

Do you not understand that at the moment they cannot give out anymore details as this could be exploited by market makers etc. When it's available they will let us know. It's been confirmed we will get something. Some people are so impatient.

[john henry] 10/4/2017 16:44

Primal the special divi has not been mentioned until after the IPO. In the 9 months leading up to the IPO. On many occasions Stephen Ohara gave the impression that existing OPTI shareholders would participate in the float through the issue of shares in SBTX, that to me meant I would be entitled to SBTX shares. I'm sure I'm not the only investors who thought the same. As a result of not receiving shares I along with other investors have sold some OPTI shares to buy directly into SBTX.

[joyjoy13] 10/4/2017 16:38

It's all about perspective and patience in my humble opinion.

I bought OPTI at 40p in my ISA and I'm well happy.
I bought OPTI at 80p in my trader account, then bought more in mid 90's then third trance at 62. My average is roughly 83 before I'm in profit, I have been in the red most of the year on my trader account and I don't give a hoot!
I'm here long term, I mean years!
I'm in both companies and very happy with the progress that has been made to date.
Soooo much potential!

If your not happy, sell up and move on is usually good advice I'm told...

[onedayrodders] 10/4/2017 16:13

and since skin float I'm back in the red

[onedayrodders] 10/4/2017 16:12

V Disappointing short term action.

[loungeact] 10/4/2017 16:10

Ahh, well sorry to cause you pain Branboyd. Also, I wouldn't be too worried that SOH said the Cholesterol products weren't going to be as big as Skin & Sweetbiotix. I would personally see that as a positive thing, shows how much potential the other products have, but I guess it depends on how you wish to twist things..

[branboyd1] 10/4/2017 16:03

Loungeact it is not an awkward question but it is rather painful! My average here is 70p and I don't intend to 'top up' like others apparently do when the price goes down. I prefer to make money!

[branboyd1] 10/4/2017 16:00

Should we be worried Stephen OHara told OneDayRodders at the Investor Show that the cholesterol product is not as exciting as skin and sugar? That would normally not be an issue but the launch is in a few weeks and so should be at the top of that list!
-------- 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 --------

[primal123] 10/4/2017 16:00

JH - he did not say people would get shares on IPO. He has said there will be some form of shares/special divie for Opti holders. Timescales were NOT given.

[john henry] 10/4/2017 15:56

Rollthedice, yes OHara did create that impression and OPTIs value is now being punished for it. Mislead investors now selling.