Optibiotix Health Share Discussion Threads

[judijudi] 09/5/2017 15:15

Well like it or not, its sure looking like low 60's are now on the cards

[john henry] 09/5/2017 14:51

Imho the market is rerating the way it is valuing OPTI, jam will no longer be valued. Market wants to see numbers until then 50M mkt cap is probably fair value.
Once again the mkt soaking up pretty much all sells. yesterday pre launch spike being taken out.
SOH certainly needs to get II on board. however im guessing they are reluctant to invest until they see evidence that products will sell in large volumes.

[elrico] 09/5/2017 13:11

Slarty - Indeed, pleasant surprise meeting up with you. I have never met a Chelski fan I actually got on with before :)

There is an error in my quote, not your fault, mine. Could be worth, not would be worth. Still recovering. Good job I'm off today.

There is a Russian doll in this FEW have noticed. This Italian company already has existing customers much the same way as SACCO. Both companies will have product ties with household names. This is the point I was making, LP-LDL becoming the "intel inside" as an ingredient to cholesterol related products. SOH believe OPTI's LP-LDL divisions COULD be worth £60m on its own within c24 MONTHS, based on a mere £2m in revenues.

[smarner] 09/5/2017 13:07

Global multi product exposure with zero marketing costs. Sounds good to me.

[incanus] 09/5/2017 13:01

Slarty, elric has mentioned he is a iron maiden fan a few times. Im surprised it didnt come up in the emails you exchange. I have never exchanged emails until today. It was pure chance.

[monkeywench1] 09/5/2017 12:54

Oh dear slarty..your ramping not working.

[slartybartfaster] 09/5/2017 12:46

Thanks to elrico for this comment this morning. I know he wont mind me sharing.
'There is a Russian doll in this nobody has noticed. This Italian company already has existing customers much the same way as SACCO. Both companies will have product ties with household names. This is the point I was making, LP-LDL becoming the "intel inside" as an ingredient to cholesterol related products. SOH believe OPTI's LP-LDL divisions would be worth £60m on its own within c24 MONTHS, based on a mere £2m in revenues.'

[riskybusiness1] 09/5/2017 12:43

Bit of research - Vsl 3 is also produced by nutrilinea 'prodotta da nutrilinea srl'... vsl is one of the best selling probiotics and is distributed by sigmau tau (£600m revenues). http://fermentolattico.it/il-prodotto/vsl3-capsule/Sigma tau - one of their distributors http://www.prnewswire.com/news-releases/sigma-tau-launching-its-largest-vsl3-patient-savings-program-through-healthcare-professionals-300290110.htmlLooks a great producer/packaging partner to formulate cholbiome and cardibiome. They have big contacts, I'm sure we'll get many distributors on the back of this. Pharmaceutical spec facilities too.

[parob] 09/5/2017 12:38

Optibiotix Health plc (LON:OPTI) has taken another step in building the profile of its LPLDL cholesterol-reducing strain after it inked a non-exclusive licence agreement with Italy-based food supplements provider, Nutrilinea.The tie-up will see Nutrilinea produce, promote, market and commercialise OptiBiotix's CholBiome and CardioBiome products – both of which contain the LPLDL strain – to its European network.The AIM-quoted life sciences group said the agreement had been granted with a view to maximising the financial return for both parties.It is the latest example of Opti's strategy to bring together its science with an outside partner's expertise and market reach.

[trotterstrading] 09/5/2017 12:13

Apols for the typos, I'm on the move with fat fingers :)

[trotterstrading] 09/5/2017 12:11

LP LDL will be ubiquitous in a few years, once they combine with their engineered prebiotic the Cholesterol reducing properties and magnified 300% we are taking statins level reductions which is incredible

[branboyd1] 09/5/2017 12:10

Like I said yesterday, the share price will only move when we have numbers. Until then it's a waiting game if you can afford to wait.

[slartybartfaster] 09/5/2017 11:56

Trotter people just need to think, they dont need to think outside the box. Opti strategy has been well documented for us all a few intelligent posters. I must admit it took me a few weeks fully understand. Thank to someuwin and elrio i got there.

[pglancy] 09/5/2017 11:43

'Optibiotix can now focus on the remaining three divisions for which it has funding in
place, with c£3mln in the bank and an annual cash burn of around £1.2m, there
is sufficient cash to see it through to profitability, which could be as early as YE
2017, by which time we should have c6 months sales from the Tata product launch
as well as data the sales of both CholBiome™ and CardioBiome™. Optibiotix has
made significant progress over the last 12 months, yet the market has not factored
this into the value of the company. For investors with patience and a long term
vision this has been a blessing, though there has been signs of impatience and or
little understanding of the nature of business-to-business dealings. There can be
little doubt the next 12 months will be significantly different from the previous 12.
This time next year we will be offered a glimpse of Optiscreen® OptiBiotic®
Slimbiome® potential as there should be c6 months of sales data for the LPLDL
® and a full 12 months of Slimbiome® sales.'

[bobdown2] 09/5/2017 09:57

Thanks parob. The timing of this mornings r.n.s now makes sense. From day one of a new partnership we are now at a major event with the new partner able to discuss its new partners products with its existing customers. So not only does opti have towards 30 interested customers it will have some of nutriliea's customers from day one of the new partnership. Is this a sign of the type of management needed to take the company foward. I think it is rather good.

[rafboy] 09/5/2017 09:54

Yes, good points covered above. Revenues from multiple streams don't just happen. We are seeing the building blocks being put in place. I wonder how many useful contacts will be made over the next couple of days. It just takes a bit of time to pull it all together.

[trotterstrading] 09/5/2017 09:48

Again, just need to think outside the box a little, the signs are there. Nutalina revenues DOUBLED in 12 months to 30m EUR.

Let's say their revenue growth slows to 50% this year, so EUR 45m. Let's suggest that LP LDL takes a 5% share of revenues, that would give EUR2.25m revenues, which are split with OPTI (% split unknown at this point)

These are not wild estimates, they cover one partnership only! Many more to follow thereafter

[elrico] 09/5/2017 09:46

To my mind there are two very obvious problems here; 1: AIM investors are more accustomed to ramptastic RNS's from questionable CEO practices 2: SOH is NOT one of those CEO'S. This ultimately translates into impatience because said AIM investors seems to like being led up the garden path and thrown down the wishing well. OPTI is building a brilliant multi layered infrastructure in multiple territories with multiple partners, creating multiple revenue streams. Nutrilinea has a non exclusive deal for OPTI LP-LDL products. Here is a company that has the potential to product additional news items as and when it links up with its commercial partners. Nutrilinea already has a fast growing network of commercial partnerships, which is demonstrated with its doubling of revenues in the past 12 months. This should offer insight for the future. No doubt OPTI will have a few more announcements in the coming weeks and months. The revenue streams are multiplying and this is surely about to accelerate over the coming months. Don't forget, Nutrilinea produces, packages and promotes. OPTI is fully funded so there is minimal risks.

[parob] 09/5/2017 09:39

Courtesy of 2011revolution on LSE bb: Nutrilinea on last years Vitafoods event. Lots of scheduled meetings....let's hope it's the same again this year on lp-ldl."Also this year we have been very excited to take part to Vitafoods Europe, as it is an extraordinary opportunity for our business to promote meetings with all of our clients and prospective clients in one place!Like every year, the exhibition has exceeded our expectations, in fact we have had lots of scheduled meetings and many spontaneous meetings with visitors.This "Key" nutritional event has made us able to further enlarge our business targets as well as R&D projects. As a professional contract manufacturer company we find it a great opportunity and investment to exhibit at Vitafoods Europe!"

[talkingtrade] 09/5/2017 09:38

Recent news has had no impact apart from down.Spike on SBTX launch and that was it.RNS all very similar with very little revenue generating info. Market just tierd of same old news.

[bobdown2] 09/5/2017 09:17

Maybe an investment period is longer than a day on aim with investors mainly giving a short time span view of the share price and not the companies prospects. We have two announcements here, a distributer and a new product. And from the agm we found out that opti are in talks with towards thirty companies. That will increase with the new product launch. News and future revenue streams could appear at any time now but it is best to dyor as there seems to be allot of negativity on this thread that may not be justified with the new partnerships and new products.