Optibiotix Health Share Discussion Threads

[marnewton] 26/4/2017 10:37

That's fair enough griffin...good luck.

M

[loveandmoney1] 26/4/2017 10:35

none of these billion dollar tie ups are coming to anything.just PR puff at its finest.

get out.

[loveandmoney1] 26/4/2017 10:34

this will collapse in time.

old science..saturated market...all hype

[griffin81] 26/4/2017 10:33

I am going to caveat the following by saying I believe in the team at OPTI and believe the IP they hold is unique and justifies this current M.Cap and what they are aiming for has the potential to be market defining.

I don't however believe material revenue will be generated within the next 12 months based on what SOH has said, and this is the only basis which I believe the share price can sustain a price higher than this. As such I have decided to move most of my investment to other companies which I believe have greater growth potential this year. I will invest more in OPTI again in future if they achieve revenues and I really want this business to succeed. I am sure this approach will mean I miss out on some potential big leaps in share price when the right news is released, however I have watched my investment drift sideways for 9 months and I don't want to see this happen again over the next 12 months so I have decided to step out at a small gain. I usually hold long term, trading isn't my approach, however I want to see meaningful revenue before I increase my holding again and the statement from SOH yesterday has undermined my confidence.

[rafboy] 26/4/2017 10:29

Thanks Spike, look forward to the next instalment.

[tightfist] 26/4/2017 10:28

Thanks for all the feedback from last evening, really useful.Regarding spin-offs, this approach really appeals to me, provided the setup costs are carefully controlled and with minimal IPO dilution unless the business really does need development capital. (And the corresponding shares are distributed in due course).The game plan must surely be to develop the spin-offs into standalone acquisition targets in the medium term, with each spin-off being attractive to a small band of relevant industry players. If we can approach the comparator multiples in post 22707 I am all for it!!

[dogwalker] 26/4/2017 10:19

'Wine & crisps',Spike_1.
'Opti-crispos' were they? 'Bio-crunchers'? Something real & appropriate actually to support the talk on this special occasion?

[talkingtrade] 26/4/2017 10:12

10k seller seems to be a short??

[owenmo] 26/4/2017 10:03

Reckon you're spot on Judi; fan-club is more or less fully subscribed; newbies (thankfully) are merely sustaining an even-keel of sorts as persistent seller dictates the pace, for now. Surprising, though, that all of the briefings and RNSs (and related month-on-month de-risking)haven't triggered greater momentum. As and when momentum takes up, the fan club will say "well about bloody time" - meantime round-and-round we go - in eager anticipation of a point in time when the fan club grows and the seller is gone to ground.

[scotty1] 26/4/2017 10:02

Think about that one kipper :) those which are now selling are the ones that got in on the ipo etc around 8p,any IIs buying now around this price wont be selling for a fair while.

[spike_1] 26/4/2017 10:01

Well …… I was at the front so not exactly sure how many there were 50 or so chairs, including a few additional they brought in before the start, so I would also say around 45.

There was one ‘non-investor’ (distinguished looking Asian gentlemen with white hair and beard), obviously there may have been others but the relatively few questions asked during the presentation suggested those there had well above average knowledge of OPTI. Wine and crisps were available in unlimited quantities both before and after.

SOH started by asking the others (Adam Reynolds(?), Pers, Christina) to stand and say who they were. The ‘Presentation’ then proceeded: 4:45 – 6:15. Almost all of it by SOH. Questions were dealt with as they arose throughout.

I’ve been to the previous presentation there, where SOH’s somewhat monotone dialogue lost me quite early on. This time because I knew so much more, it was all good quality, mostly high level content, and kept me ‘glued’ to my seat.
SOH is very succinct and is good at imparting relevant content without embellishment. He is however a bit ‘dry’ rather than entertaining as such (IMO). However, you get (well I got) a clear impression that although he was very much selling OPTI, it was all genuine with no hint of ‘snake oil’.

Random thoughts from my notes:

Talking of OPTI’s development stages: ‘we have just gone through (note not ‘going through’) our partnering stage, now into our commercialisation stage’.

Spoke about making deals and the grueling (my word) timescale especially large corporates, i.e. 18 months with 4 months just looking at IP, often with a view to ways they can ‘get around it’ or modify it themselves i.e. not invest in OPTI. Stephen explained that he has a history of dealing with patents and knows to make them ‘overlapping’, by which I took to mean one patent would not give you the info’ you need to circumvent it. The idea being that in the end the battles ‘they’ would have due the numerous patents effectively precluded that option, and they would need to buy from OPTI. He said he would tell them they were wasting their time trying to get around them – they weren’t going to succeed ;0)

He also explained that sometimes, because the company is so big and therefore takes so long, the one person you are dealing with and have got ‘up to speed’ (my words) is then replaced (for unconnected corporate reasons), and you literally ‘have to start all over again’.

Talked about a product (products?) coming from TATA in the 2nd half of 2017 (no detail given).
OK enough for now – more later.
Best wishes - Mike

[kipper1960] 26/4/2017 09:56

Why are we so keen to get new IIs on board when it is IIs who have been responsible for most of the selling action and hence the depressed SP? Just asking.

[marnewton] 26/4/2017 09:54

CURRYPASTY,

We've already tested 68.00p, intraday, on the last but one spike down.

Some chartist prefer line charts, they feel the close is the most important data point, but I like as much information as possible - spikes are hugely important.

Your chart is showing end of day prices until you get to today - it'll probably look different tonight.

Also, going back a bit more might give a clearer picture of the trend change.

And I prefer semi-log scales over long time frames and price rises/falls.

M

[judijudi] 26/4/2017 09:47

F3rdinand - 19 Apr 2017 - 15:05:01 - 22307 of 22747
Just picked up another 14500- missed the 71p bargain by a matter of milliseconds


F3rdinand - 13 Apr 2017 - 09:06:44 - 22197
Nice bounce today! Could be heading towards 90p again next week...£1.20 on product launch is my guess!

F3rdinand - 10 Apr 2017 - 14:39:38 - 22033
If investing and trading were so easy that every share did as we expected we'd all be millionaires 10x over! Have patience....

F3rdinand - 19 Apr 2017 - 15:37:44 - 22317
I'm sure the sell price will be well above my top up price in the next few weeks! Thanks for the concern though! :)

[f3rdinand] 26/4/2017 09:41

SOH's continued comments about the 'market not realising OPTIs potential/ value' is getting rather boring too. The reason we are this low is because the institutions that bought in on IPO have been weighing heavily on the share by offloading for the last two years. There has been significant interest and buying; it's just that there are millions of shares to be offloaded. We are actually fairly valued for a company that is not yet turning any sort of profit. The potential is obviously there for all to see, but until we get blockbuster deals with figures attached it is just that...potential.

If it wasn't for the Skin 'free shares' I would be seriously be thinking about reducing my holding until the sellers 'YSF' have cleared for good.

As per my comment yesterday that others have picked up on, the future spin offs seem necessary and will just line the pockets of the money men and our BOD who will gain numerous millions of shares in the 'new companies' while us OPTI holders get diluted. Hope i'm wrong!

[john henry] 26/4/2017 09:26

scotty i added soon after the news.unfortunately very little buying appeared after the news.todays selling was just a continuation of the selling after the results, the German RNS just delayed things 24 hr.

[scotty1] 26/4/2017 09:14

JH "Today price action was quite predictable" and yet y'day in your own words were "Adding while there's stock available." why would you do that if todays price action was so predictable.

[john henry] 26/4/2017 09:07

unfortunately OPTI seems to continuously have a large seller off loading.
The company needs to attrct more institutional shareholders to its registrar.im guessing this will happen when there is more visibility.
Today price action was quite predictable as there was very little buying after the german announcement. Day low yesterday was 70p mid so just returning to its buy/sell demand level.

[talkingtrade] 26/4/2017 09:04

Too many speculative jam tomorrow statements.It's been like this for 15 months ++.Real revenues seem years away.Wouldn't be surprised to see new lows.

[parob] 26/4/2017 08:54

Just to be clear, he said 'he could' not 'he would' but surely this isn't something you're not aware of:From July 2016 RNS:OptiBiotix believes its Optiscreen(R) , OptiBiotix(R) , SlimBiome(R) and SkinBiotix(R) technology platforms are now reaching a stage of development where it is advantageous to form separate divisions, each containing its own technology platform, IP portfolio and partner agreements. These divisions could in due course become separate legal entities with the potential for a separate public listing. The directors believe that shareholder value could be maximised by adopting such a strategy whereby existing shareholders could, in the event of a successful flotation, ultimately hold shares directly in OptiBiotix and one or more of its underlying divisions.As risky has pointed out before, should this happen I'm sure OPTI would retain much larger holdings in the other spin off companies as they wouldn't need the funding like Skin did.

[judijudi] 26/4/2017 08:53

I think it's fairly obvious that those who are holders are not buying much anymore
And there is not much new blood buying to support the price
Therefore the sellers are firmly in control again
But for how long?

[scotty1] 26/4/2017 08:45

F3rdinand25 Apr '17 - 22:06 - 22699 of 22734 3 0
I get the Skin demerger as it was an additional division (picked up on the cheap) that required significant funds to develop it to its potential.

The reasoning to spin out the other divisions is somewhat less obvious! The slim and cholesterol divisions seem to have massive margins and require next to no funding as our partners will develop the brand. So what do we get out of having our holding in each division massively diluted??

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Totally agree with you on that one F3 surely we don't need to spin off anymore divisions,there'll be nowt left in OPTI to buy into,maybe the 10k seller doesn't like the idea either,and SOH is kinda holding investors to ransom with free shares etc etc.