Optibiotix Health Share Discussion Threads

[diamond fibre] 25/4/2017 18:31

JOYJOY13, well said about SOH, I get fed up with the jam tomorrow brigade, if they don't like the share then sell,but don't come back on here with there tails between there legs, saying they wish they had not sold there shares. Human nature tells me that if you have told your family to buy the shares you know you are on a good thing, there is so much going on at Optie at the moment it would never surprise me a take over offer coming In, not that I think SOH would sell as its his passion. DIAMOND.

[lukead] 25/4/2017 17:51

Posting this on the trashed thread, I wonder how the meeting went. No doubt we will hear on the main thread from those who attended. I was going but decided not to as i don't think I would have gleaned any more than I did from the investor show earlier this month. Anyhow, It might be better going next year when the share price is much higher, on that front there is little to cheer about as of now and the previous 16 months.

[joyjoy13] 25/4/2017 17:05

FinnCap still got broker rating today as
Under review


How long do they need to flipping review it ?
Groan

[lodger] 25/4/2017 14:03

Right, I'm off to London now. If anyone wants to chat then I've got short brown hair and wearing a red jumper and white/blue striped shirt.

[elrico] 25/4/2017 14:00

I would imagine Finncap will soon have some meaningful sales data from RNS's like the one for the first LP-LDL sale. They should be close enough to OPTI to be able dig down into the numbers and offer a projection. I expect they may wait for a couple more deals like today. The pressure will be on them to offer something more substantive than their recent non specific reports. To be fair to them, SOH has not given them much in the way of forecasts because he doesn't want to be held ransom to fortune.

[rafboy] 25/4/2017 13:47

I am hoping that there will more buying from tomorrow following on from the presentation tonight. Just wish I could have gone but will look forward to the reports from those attending.

[jambam] 25/4/2017 13:41

just need some bullish reports from the analysts now...

[woodaldo] 25/4/2017 13:40

Well it was a nice surprise before the launch in May in a couple of weeks. Hopefully SOH will give us a couple more nice surprises before the launch. This is just the start, and feel that this will gather speed and momentum like a rolling stone over the next few weeks.

[joyjoy13] 25/4/2017 13:38

9 May should add more I'd like to think...
But we're making great strides , wow, Asian market and Germany too with our products.
Worth waiting for

[bernieboy] 25/4/2017 13:35

Slartybart it's just too difficult to be able to speculate I think as we really don't have any idea of the actual figures involved. We do know that production costs/overheads are minimal though. Couple that with multiple partners in multiple durisdictions makes the mind boggle. And this is just one of their product lines. I am amazed we aren't higher today to be honest. But one thing is for sure today has further derisked Opti as an investment and I think share price appreciation will happen swiftly over the coming weeks and months.

[bobdown2] 25/4/2017 13:33

Revenues will be growing with every new deal signed, which hopefully will be quite quick now. So as much as revenues are the icing on the cake I think customers and product uptake are more important as we already know the margins that Opti expect.

[joyjoy13] 25/4/2017 13:24

Revenues will take time, that's for sure but gratifying to actually know they will one day arrive...
Money in the bank as far as I'm concerned.

[bobdown2] 25/4/2017 13:18

It's probably better to look at the date of the Tata news and today's news and see how long it has taken to get three customers to sign up as this will speed up with the next product launches. Revenues will have to take a back seat as the size of opti's markets evolves. Just an opinion...

[mouse20] 25/4/2017 13:09

Slarty, you might want to check your maths on that.

[joyjoy13] 25/4/2017 13:09

My point exactly!
But thanks for doing some figures behind my reasoning with the euro...appreciated.

[slartybartfaster] 25/4/2017 13:06

bernieboy, using your figures and jv 50 percent profit share i am wondering much of the 44 Euro for 90 capsules opti get? even if its just 10 euro after spripping out logistic and sale, etc, this deal alone could be worth about 1m, imagine repeat sales. This could be huge and i bet there are much bigger suppliers.

[scotty1] 25/4/2017 13:05

OptiBiotix Health PLC (LON:OPTI) Q&A with CEO Stephen O’Hara: AIM Listing of Skinbiotherapeutics PLC
Posted by: Amilia Stone 25th April 2017

OptiBiotix Health PLC (LON:OPTI) Chief Executive Officer Stephen O’Hara caught up with DirectorsTalk for an exclusive interview to discuss the listing of SkinBiotherapeutics PLC onto the AIM market, what this means for shareholders and how it fits in with OptiBiotix Health’s overall strategy

Q1: We’ve just seen the launch of SkinBiotherapeutics PLC (LON:SBTX) separately on AIM, can you explain the rationale behind this?
A1: Yes, sure. Just after listing OptiBiotix in August 2014 it became clear to me that the microbiome space was developing very rapidly and there was a window of opportunity for OptiBiotix to capitalise on our first move advantage and acquire IP in other areas in the microbiome space. There were two areas of particular interest, one was the skin microbiome and the second was the role of the microbiome in cognitive health, that is in stress, anxiety, mood etc., now, we’re still exploring opportunities in cognitive health and we’ll update shareholders if that opportunity materialises.
Moving on to skin, in terms of the skin microbiome, I’ve spent 12 months identifying and accessing skin technology around the world before I finally met up with Professor Andrew McBain and Dr Catherine O’Neill in early 2015 at Manchester University. I was really impressed with Manchester University, I was impressed with their expertise, their facilities and their links to industry in particular the skin field and so I set about acquiring the rights to the technology. This took 12 months and in March 2016 we reached an agreement to acquire the IP from Manchester University for £250,000 and we set up a joint venture company called SkinBiotix Limited which OptiBiotix own 50%. However, it became clear to myself and the Board that the opportunity offered by Skin and its potential future value was not really transparent to shareholders in OptiBiotix and it’s not surprising really considering that as a young company, we’ve only been on the Stock Market for just over 2 years, we have quite a diversity of IP and quite a diversity of commercial relationships across a number of microbiome areas. There’s a reason for this, whilst this approach has complexity, it’s been designed to mitigate development risk in an evolving scientific field and provide a cost-effective way to build overlapping IP and exploit the many opportunities offered by the microbiome.
So, it terms of listing Skin, the listing of SkinBiotherapeutics materialises the value of this part of the business so it’s now transparent to shareholders in OptiBiotix. OptiBiotix now owns 41.9% of a company valued and listed at £11 million which was risen over the last few days, the first few days of trading, to be £16-17 million so this means that OptiBiotix shareholders now have a significant shareholding, 42%, in an appreciating asset. More importantly, SkinBiotherapeutics has £4.5 million worth of cash to build future value in the business from these development programmes, which, similar to OptiBiotix, have targeted a very large consumer markets. So, I think it’s a great opportunity in a very exciting space.

Q2: I think you’ve touched on this but what could this mean for OptiBiotix investors and is there any idea on the timing involved?
A2: So, our focus really is on developing Skin and building value from these development programmes, that’s the immediate focus. As the value of SkinBiotherapeutics increases, this will of course benefit OptiBiotix, as a major shareholder, as the share price in SkinBiotherapeutics goes up, the market cap goes up, OptiBiotix as the major shareholder will benefit from that. At some point, in the not so distant future, and we have stated this time and time again but just to restate it, we want to distribute value in SkinBiotherapeutics back to OptiBiotix Health shareholders, now, this is quite a complex process, and we’re working with our advisers on the fairest way of achieving this.
We can’t give exact timings on this because as I’m sure you can appreciate, this is market-sensitive information but we’ll probably link any distribution to shareholders over defined time periods for example, to shareholders who held shares continuously between two time points such as the start and end of a particular month. This overcomes the anomaly where a particular trader sells or holds a number of shares for a very short period of time and gains an undue benefit so mitigate the possibility of shareholders trading in OptiBiotix simply to gain a position in Skin, this time period will be retrospective so for example, if we were looking to distribute value in the Autumn then we’d link that to shares held over a period of time in the preceding Spring. So, just to reemphasise this is just an example, the mechanism, the timing of any distribution of value has yet to be determined and would depend very much on the SkinBiotherapeutics’ progress and market conditions. Our overall aim is to ensure the best long-term approach of building value in OptiBiotix to the benefit of all its shareholders.

Q3: How does this fit in with OptiBiotix Health PLC’s overall strategy?
A3: We announced this strategy back in July last year and the listing of SkinBiotherapeutics reflects a strategy to realise the growing value of each division which the Board believes is currently not being fully realised when viewed as a whole. So, typically, shareholders look at OptiBiotix Health and judge it on the basis of its products that are closer to market but as we’ve shown with Skin, which is quite early in its development, the value of that was not fully realised until we listed it on the Stock Market.
This strategy allows investors in OptiBiotix to build up a broad-based investment portfolio across a number of areas in the microbiome space, which diversifies risk, whilst offering shareholders multiple opportunities in this really exciting space. As each listed company grows in value, OptiBiotix shareholders will benefit from the appreciation of each asset and this is a really exciting and innovative business model which, over time, looks to give OptiBiotix shareholders a position in multiple companies which is a prospect of multiple returns. So, it’s a good time for OptiBiotix Health shareholders and we’re determined to, mentioned at the very beginning, to build value in Skin and to turn some of that value to shareholders as time goes on.

[scotty1] 25/4/2017 13:01

Don't know if this is a new interview or not although it is dated today

hxxp://www.directorstalkinterviews.com/optibiotix-health-plc-lonopti-qa-ceo-stephen-ohara-aim-listing-skinbiotherapeutics-plc/412727698

[elrico] 25/4/2017 12:26

I'm sure some upstanding PI will update us in due course. I know a couple of outstanding contributors are attending. I just hope they have something to impart.

[joyjoy13] 25/4/2017 12:10

Hi Elrico
What a image comes to mind...
Ok...now when I type your name I've got The Viking theme tune in my head...
Shows how old I am!

Hey, quick response from SOH, thank you.

Hopefully other posters will post feedback later this evening, I'm confident they will, great bullitin board this.

Sorry to hear though you can't make it, Bet SOH is too!

[bobdown2] 25/4/2017 12:07

Elrico...you are invaluable.

[elrico] 25/4/2017 11:57

Hi,
No issue with MAR. Agreed with HLH Thursday. I wrote RNS Thursday pm and sent the NOMAD Friday am. They approved release for Tuesday am. Should have gone out at same time.

Best Wishes,

Stephen OHara

[elrico] 25/4/2017 11:55

Joy - Work commitments and the fact I doubt they would allow anyone resembling a viking with Iron Maiden tats on the premises.

[joyjoy13] 25/4/2017 11:25

The German connection.
Revenues will be in euros which will be most welcome IMHO as £ in turbulent times...

[spike_1] 25/4/2017 11:16

Thanks elrico. So NOMAD 'withheld' the RNS, could still therefore be manipulation? Surely the NOMAD must have a system to check if indeed an RNS was published at around 7a.m. It's not that difficult!

I wonder when OPTI spotted it was missing, and what they did - could they not reach the NOMAD before 8a.m. Appalling if they couldn't.

I shall certainly ask that this afternoon. And then again on a one on one afterwards if the answer doesn't seem logical.

Cheers - Mike