Optibiotix Health Share Discussion Threads

[riskybusiness1] 27/4/2017 14:16

The information and expectation gets sourced from Tom w and onto these threads... not particularly just his followers. I saw it all last year and thought how ridiculous it was to be expecting big commercial deals when the product was not even ready for production.

[scotty1] 27/4/2017 14:10

risky why do you seem to think it's all the people who read/follow TW,i hold OPTI and i read TWs spots and subscribe to HSR I like see what he as to say just the same as i read BB threads but it doesn't mean i always agree with his thoughts or anyone elses for that matter.You shouldn't put everyone in the same category just because they subscribe,iv'e seen plenty on people on here who don't read/subscribe to TW or share price who are holders and have made negative comments.

edit
and just as a rider to that i prefer listening to his bearcasts than his tipping which could have saved some people a lot of money if they had done the same.

[owenmo] 27/4/2017 14:02

Primal, thank you from me too and thank you SOH; the news only gets better.

[riskybusiness1] 27/4/2017 13:56

I think the main point is that the people who invested based purely on 'imminent news and imminent deals' that were ridiculously started over a year ago by this Tom w fool are now annoyed that they were told this, not surprisingly. Those who invested based on the information provided by the company and the progress to date are happily watching things unfold and understand the process of developing new science and taking it to market in a way that enables this company to differentiate and sustain itself. You can tell who follow Tom w rubbish. I'm afraid you should have looked a little deeper and understood the development phases which are necessity to the success of the business, instead of basing your investment upon this idiots opinionated bearcasts. Opti is unique in the way it's costs will remain very low whilst the sales will gradually build as with any company just bringing its products to market. The markets opti are tackling are huge. The ip is the most important part of the company and your view point on this and the inability to understand you can't have revenues and deals until you take the products to market is very frustrating. Maybe understand the company little better before investing. Sound investment when you take the time to look.

[primal123] 27/4/2017 13:09

No problem! I think some people need to believe in Opti, good things are coming and we are way ahead of schedule, revenues are building already! SOH is a great CEO and he will not fail us!

[elrico] 27/4/2017 13:08

Great response, Primal. Thanks for sharing, much appreciated.

[judijudi] 27/4/2017 13:06

Primal,
Thank you :)

[scotty1] 27/4/2017 12:54

Elrico last post on subject as you seem to have your hands full over on Share Prophets :)i personally think someone as "fallen in love with a share" when all they can see is positives when imo all shares have negatives attached to them,and yes HSR is supposed to be for short term gain not long term investing.Gl.

[elrico] 27/4/2017 12:29

Scotty - Like you, I accept people have differing timeframes for investing for a whole variety of reasons. Not a problem at all. It is the phrase often bandied about, "falling in love with stock" which makes the assumption those with a long term view are blinkered to negative events. You used it yourself, therefore implied as Ironman did that some had perhaps fallen in love with OPTI. It also implies there are significant events which suggest we should be open to which may change our investment view. We have had the usual suspects twisting the narrative of iii projected timeline for revenues as though it was some sort of shock.

As for other opinions...they seem to me to be based on TW quotes, which to my mind are unfair on OPTI BOD. IMHO OPTI is ahead of what "I" expected in terms of commercial revenues. Again, IMHO I suspect HTR/TW/SP (some) punters may have expected too much in a short period of time. Again, IMHO we can trace this back to easter 2016...I'm sure most of us remember phrases like "imminent, telephone numbers and rerate." The very nature of HSR appears to be geared towards short term punts. I may well be wrong here, but that is the impression from some of the article I have read.

[primal123] 27/4/2017 12:27

I asked SOH for some information as some were confused about the iii article posted yesterday, here is his great response: OptiBiotix is moving through the typical phases of company development albeit more quickly than originally envisaged. These include:- 1. The first phase is the R&D phase where you build up the science and make sure the necessary patents and trademarks are in place to protect your innovations. 2. The second stage is where you look for industry partners who provide external validation of your science and provide a route to market for products developed with them. This acts as a good test of your IP as prospective corporate partners will look for IP workarounds. Importantly these deals provide early non recurring revenues as they fund product development. We have been fortunate to attract some well known industry partners including DSM (one of the worlds largest ingredient suppliers) and Tata (a global corporate) amongst others. This should give investors comfort in our technology and its global appeal. These partnerships can take up to 18months to agree and are focused on joint product development and often have stringent confidentiality clauses within them to protect the companies brand3. The commercialisation phase where you launch your products, typically in your home country, and then across other regions, usually Europe, the US, and then Asia. We are transitioning from the second to the third phase. The next 0-18 months will determine the rate of a adoption in each of these countries and any modifications to the presentation we need for country specific markets. For example Germany may prefer capsules, France tablets, and Eastern Europe sachets. Some countries also prefer soft gel capsules, others hard gel, and so on. We have some visibility of this in our discussions with partners but this only become fully realised when we launch in that country. As constantly stated OptiBiotix is building multiple partnerships across Europe using different presentations (capsule, tablet etc), in different formulations, and using different routes to market such as pharmacies, retailers etc depending on our partners capabilities. For example, the agreement we signed last week with HLH gives us access to the German pharmacy market. The number of partnerships, the performance of our partners, the need for product modifications, and the partner payment timing for royalty payments will determine the rate at which revenues build up. This has started with the prelaunch order from HLH which gives an indication of industry interest and provides early sales revenues from our cholesterol product. We hope to announce further partnerships over the next few weeks and months and as these come on line our revenues will grow. As revenues build from our European partners we will then move our attention to the US, and Asia. We already have discussion underway with prospective US and Asian partners. My point to the reporter was relating to revenue forecast which I hope you see are difficult to predict reliably until we have built and established a high performing stable partner base. So, to recap, we expect (and have demonstrated with the HLH order), sales to build from the launch of our LPLDL product in Europe in May. Whilst we have every confidence in the products performance no company can reliably predict the rate of uptake of a product and hence the rate at which future revenue stream build. We are excited over the launch of this product and with the right partners believe this will be a great commercial success. The pre launch order from HLH and the high industry interest (25+ potential partners) in this product suggests this is a great opportunity. Our focus now is making that happen. I am disappointed for shareholders who sold shares on the basis of misreading or misinterpreting information as these shareholders will now lose out when we return the value in our SkinBiotherapeutics division to OptiBiotix shareholders. We are in detailed discussion with our advisors on the best way of achieving this and if all works out well hope to announce something in the near future.

[scotty1] 27/4/2017 11:29

jj i agree he as done more damage than good with is "re-rate imminent" etc etc and because that hasn't happened he now blames more or less everyone else in the latest update,also the way he as replied to posters remarks on Share Prophets which i don't agree with and is disgusting really doesn't say much regarding his professionalism. The problem is it will unnerve some people short term.

[lodger] 27/4/2017 11:19

Just whilst I remember, SOH said that the cost reductions of having a lower headcount due to the SBTX float meant that the spare money will be used to increase marketing. It's all very well having product to sell, but you have to support the marketing too - and different companies require different levels of support.

My reading of him was that he was dispairing of TW followers expecting huge news early on, as this was never realistic. Also, I don't think he has a high opinion of his current brokers, so I wouldn't be surprised if they get changed too.

[scotty1] 27/4/2017 11:01

elrico i have not accused LTIs in OPTI for "falling in love with a stock" i said

"With all due respect peoples views change on any stocks depending on whats occurring in said stock,that's why you should never fall in love with a stock as it is just another tool to try and make money."

"I invite to explain to my why my view should change?"

i didn't say your view should change that is your prerogative/opinion to stay confident in your views,plenty have given different views on this thread and the other thread some are downright silly views and some need consideration,as i said TW as also in is last update proved that even he is getting peeved when he as been nothing but confident in the past.Views change.

[lukead] 27/4/2017 10:59

i'll wager that Bobdown 2 is a HSR/TW subscriber, we know scotty is, i am filtered by Bob, but just in case, it's lukead without an 'H' At least Elrico has a staunch ally in Bob, i am sure he is so grateful (sarcasm)

At the moment, this thread is an unhappy one which i guess reflects the way the share price has gone. There are lots of disgruntled shareholders/posters bickering with each other.

It was only a few weeks ago, that everything looked fine and there was only M'Mouse on the thread who was negative. The share price was on the up and briefly touched 90 pence. There was the launch in early May, the Investor Show on April 1st, the final figures, the presentation by SOH and we were promised exciting times and plenty of news to look forward to.

Now with the share price languishing at 70, it appears to have gone pear shaped and for no real apparent reason, apart from possibly misquotes from SOH and TW quotes.

Obviously, a piece of positive news and the share price will be off again and everyone will then stop bickering with each other. And then we will have a happy thread. At the moment patience (understandably) is threadbare and some are sitting on losses, which is disappointing. Naturally, those on here and of course, Tom WIN who were at the start can afford to remain as Judi puts it 'sanguine ', although even i detect that some in this position, e.g..,TW are getting impatient in waiting for the really hoped for 'big' news. Will there be 'big' news that he personally has promised for a very long time and in doing so brought with him some subscribers to his tip sheets who are now quite clearly fed up.

[parob] 27/4/2017 10:58

So we now have 3 revenue streams confirmed:- GoFigure- Sacco- HLH BioPharma Vertriebs GmbH Shouldn't be too long before we find out the 4th.

[elrico] 27/4/2017 10:50

Bob - I don't think Scotty is attacking me. I appear not to have made myself clear. It's not the first time Scotty has misinterpreted what I have said. I guess he is not alone :)

[judijudi] 27/4/2017 10:49

Well my input is:

"I wish I had the funds to add another wedge of Opti shares"

[elrico] 27/4/2017 10:46

Scotty - I have no problem with people changing their view at all for whatever reason. My point is others accusing LTI of "falling in love with a stock" just because they have not changed their view suit suit theres. Last year I stated I am invested for a min of 5+ years - That is the point I will look to take profits. Thus far I have not read anything to change my opinion on my investment. So far nobody has come up with a valid reason for walking away from a company that has took less than 30 months to go from startup to commercial revenues and showing all the signs these revenues increasing over the next few years, 3+ years being material mature revenues and all from £1.2m cost base.

There too many traders dressing up as LTI when in fact they neither have the patience or the stomach for.

My view is OPTI is part of my pension pot unless a material negative emerges...so far I don't see a material negative as far as OPTI concerned.

"Please don't give me all that "please enlighten me" stuff as it really wont wash with me." No idea what you mean by this? However, perhaps I need to be clearer. I invite to explain to my why my view should change?

[scotty1] 27/4/2017 10:29

bobdown a suggestion for you,grow up.

[bobdown2] 27/4/2017 10:24

What do these bashers not understand about filter. Elrico...you are privileged they always attack the main poster first. Remember the post from lukehead!!

[scotty1] 27/4/2017 10:18

bobdown even though you cannot read this now,or can you,i'm not bashing OPTI i still hold ffs,all i'm saying is peoples views on stocks can and do change,what a wally.Even TWs views have changed slightly.