Optibiotix Health Share Discussion Threads

[smart solution] 25/4/2017 08:46

News imminent on PCGE...Doc Holiday just posted on twitter...

I have been giving the company respective space to do a deal, I anticipate this will be material and come soon enough buddy

[monkeywench1] 25/4/2017 08:44

This share makes prsm look cheap.

[parob] 25/4/2017 08:42

Just a nibble of 4823 for me. Would be rude not to!

[talkingtrade] 25/4/2017 08:38

Support broken. Could test lows or worse.IMO too many vague jam tomorrow statements for over 15 months now.

[scotty1] 25/4/2017 08:19

jj the use of graphs with AIM shares is ok but are better used with established FTSE 100 shares etc for trading.With AIM growth shares one bit of good news could completely change the way the graph looks.

[judijudi] 25/4/2017 08:16

Seen better share price graphs though in my time 😩

[john henry] 25/4/2017 08:16

To be honest i think the market has been looking and hoping for further contract news which hasnt appeared. Unfortunately the share price is looking to turn over and lose the support of the 200 day.
SPO needs to find buying support soon or risk returning back to the low 60s.

[scotty1] 25/4/2017 08:15

JH,no the results will not drive the sp,but with them out of the way (which as probably put peeps on the sideline until they were out)and a very solid set of results with no surprises i expect the share price to start and move up in anticipation of up and coming news and the May launch.I wouldn't be surprised to see a flat to blue finish today.aimo of course.

[bobdown2] 25/4/2017 08:12

Some of the buying is appearing in the after hours trades. There is 22.5k showing this morning. There was 70k after hours on Friday. Balanced against that we seem to have a seller who normally sells down to about the levels we are at now. But Opti will probably not need funding again and when these old funding shares are gone then we should have an easier ride upwards.

[judijudi] 25/4/2017 08:08

£288k in just a few months with a very soft launch is nothing to be worried about
Nice profit margin

[elrico] 25/4/2017 08:08

There are 6 here that should be trusted to run to the corner shop and seek end of life deals. They clearly do not understand IP valuations and early stage revenues and certainly don't have the foresight to see future key developments in a more health conscious government driven initiatives around the world.

[portrush] 25/4/2017 08:05

Agreed Parob, not many AIM companies on such sure footings as Opti. Anyone holding off buying for fear of something coming out in the results wash should feel reassured. I expect we may get a few games today, but I was a happy holder yesterday, I'm still a happy holder today.

[john henry] 25/4/2017 08:04

Solid results, nothing new, no surprises. Will not drive the share price Expecting a red day. share price should start to move forward as the vitafoods gets closer.

[scotty1] 25/4/2017 07:58

Things must be good with OPTI if that's all you can come out with MM :))

[parob] 25/4/2017 07:56

Agree portrush, I think some were worried that the recent decline in share price was potentially due to something negative in the results - obviously nothing to worry about, but lots to be excited about!Surely not long to wait now until the first LP-LDL distributor is announced if the products are launched 2 weeks today!

[michaelmouse] 25/4/2017 07:55

Results are out then.

In summary, blah, blah, blah, blah............

No mention of any "free shares", first product launch is turning out to be a total damp squib, no mention of future significant revenues or profitability and the company is valued at £57m (LOL).

Cash is ok because of the fund raising but they still burnt £1,250,000 worth which is approximately 25% more than last year (£980,000).

The major worry would be their comments about the first commercial product,

"dieters reported losing an average of 2-3lbs with the products"

Bloody hell. Hardly impressive is it?

"Sales have grown steadily and in line with seasonal trends"

Management speak for not very impressive sales growth and in fact they have probably dipped recently (seasonal trends).

In summary, the report has told you nothing you didn't already know apart from the above. Gulp!

So you still have a company that is valued at £57m, it reported revenues of £288,119, losses increased to £1,341,112 and operating cash burn increased to £1,250,000. The first product launch is turning out to be a damp squib and will require massive marketing spend to get any substantial traction at all:-

"highly competitive weight management market. This market is driven by short-term fashions and trends"

"Sales are driven by seasonality associated with targeted investment in product and brand marketing at key seasonal periods"

and profits from the group are many years away.

Good luck.

Aimho of course.

[riskybusiness1] 25/4/2017 07:53

Cue the idiots that say '£57m company with £288k revenues'...actually very good at this stage considering opti has only stuck slimbiome in go figure purely to advertise it. That £288k won't be from just go figure alone it will be from partners paying to sit at the table and use optis tech.Lpldl has signed a profit sharing manufacturing agreement with Sacco, one of the biggest supplier of probiotics in Europe..... it is not going to be launched like a go figure!

[portrush] 25/4/2017 07:51

Ha ha, didn't take long for the parrots to arrive and kept repeating themselves...revenue, market cap, revenue, market cap, who's a pretty boy then? Fools. £3m in bank, on the brink of major commercialisation, a line of successfully tested products as long as your arm....but then of course anyone invested already knew this. Results day should never contain any surprises if the company is doing its job properly, so I'm very content.

[fozdad] 25/4/2017 07:50

Revenue £288,119, cost of sales £28,200, margin 90%

That's a stonking great margin, especially considering the number of discount offers that were available in the first few months. I would assume that the margin %age will reduce next year as Go-Figure is sold more at wholesale prices to other retail outlets (as per Elrico's report), but clearly there is plenty of room in the profit generated to accommodate the wholesale price.

[john henry] 25/4/2017 07:47

excellent reading and ive put 3 more school kids on filter.

[someuwin] 25/4/2017 07:45

Share Prophets‏ @ShareProphets · 30 minutes ago

Just posted: Optibiotix (#OPTI) FY Results, statement very confident on a number of fronts

[captain_kurt] 25/4/2017 07:44

Market Cap £57million - Revenues £288k!

Reality check today imo

[nicktopten] 25/4/2017 07:44

I would say very positive all around. A good business model, great forward looking statement , and no nasty surprises.... Go Figure sales could on their own make this company break even in a years time if sales expand as they are, such is the controlled cash burn ! Balance sheet still very healthy... Nice One and happy to hold!

[f3rdinand] 25/4/2017 07:43

I think it's just referring to slimbiome products.