mol42
30 May 2018
SOH Interview released this afternoon re placing[link]
wreckage
28 May 2018
Re: Bit quiet here Currently in Centre Parcs for the week with immediate family. Futures son in law has thermal leukaemia and been given 2 to 3 monthsWedding planned for 21 June Making the most whiles tweet can
mol42
28 May 2018
Bit quiet here jees you must all either be waiting for market to open or just enjoying a long weekend or of course perhaps not interested in bbanyway don't like 8 in a row but thought jees why not post my fav single of all time - lol[link]
mol42
28 May 2018
Re: Seed oops meant to add they presumably refer to gregor reidtranscript here of a recent interview[link] a bit of follow up infomol
mol42
28 May 2018
Re: Seed thx to slarty on another bb this looks like test sitebranded under element[link]
mol42
28 May 2018
Re: UK Gov Twitter oops forgot to drop the s - should still work[link]
mol42
28 May 2018
UK Gov Twitter back to this twitter thing - thx to parob on another boardre india[link] gov has caught up on akums rns release - at least as far as india (IND) is concernedmol
mol42
26 May 2018
Re: Year End 301117 said write off re share of loss seems high going by [link] a month difference in reporting period41.9% of 343034 = 143731nevermind our investment's value is at moment 41.9% of 20m = 8.3m118m shares at 17p = 20m (on iii incorrectly showing 11.2m mcap)mol
mol42
26 May 2018
Re: Year End 301117 oops meant to add re turnover we don't know breakdown between sales and supply agreements in period so not all turnover even slimbiome - tad was perhaps a mild word to use - lolbut still mol
mol42
26 May 2018
Year End 301117 some observationsturnover for the two six month periods 310517 301117 Year Total 74868 116205 191073GP 40237 77130 117367% 54 66 61so at least growth but a tad disappointing esp in light of 03 Jan 17 rns re thwl co but subsequent developments should hopefully redress not only thwl co sales but slimbiome sales overallcashflow second 6 mths to Nov 17Outflow (873373)Add Interest 47Add Tax receipt 141902 (re R&D expenditureLess Plant (456)Less IP (6760)Net Outflow (738640) (in SOH range 120k pm from memory)Share Issue 63053Total Net Outflow (675587) six monthsOpening 1923018Closing 1247431 at 301117Since 30 Nov 17 we have raised dec £6, Jan £28332 and Feb £64000 Total £92338Though obviously we don't know what net revenues have been since and our directors didn't provide any real indication within annual report. I did note thoughin outlook - a number of approaches from potential acquirers interested in assets in specific divisions.Hopefully SOH can stand by his assertion no placing required (unless from memory for an investment opportunity?)Group holds sbtx at £4189022 whilst company at £4483300 difference £294278 which is the figure written off on consolidation re share of loss.per and christina salaries only for 9 months.loan interest presumably relates to thwl co?and finally note 16. 2500000 should off course be 250000 re share options!!jees where's the proof reader!Overall i am still impressed with progress made since Nov 17 and perhaps May 18 half year report will really start to indicate said progress by way of revenues and a substantially reduced loss. It will at least incorporate cancellation of SP account which if it had been done at 30 Nov 17 would have turned the accumulated deficit of £(2795147 ) into a distributable revenue reserve of £3484571 - magic loltwas a good move though but we await actual and rising profits in the coming years!anyway just some observations on my partbw allmol
elrico63
24 May 2018
Sell pressure In part I think too many traders expected fireworks, some sort of revenue figure pulled out of a hat. BOD were never going to do that as it is too risky for the long term prospects. The other sell pressure is most likely CoreSpreads forcing their client (me being one) to close their position in OPTI. This is likely to continue until the end of May, being the cutoff. There is of course the conspiracy bailout funding, which is not going to happen. There is no way SOH would do this as it would be worse then offering revenue guidance and missing them forcing a profit warning. So I don't see OPTI selling and SBTX for additional funds and I don't see a II placing for the same. £1.25m plus £200k from warrants will be enough to see us through.
Tatty
24 May 2018
Still shaking? Puzzling why this is so friendless after positive news. Two days of significant decline feels somewhat overdone. Could be an opportunity to gamble some more......
green.as1953
23 May 2018
Tree Shake for the Nervous.
elrico63
22 May 2018
Musings Another commercial deal for OPTI, this time with Seed Health, backed by PayPal's Peter Thiel, Cameron Diaz and Jessica Biel. Today's deal in the 13th commercial deal since OPTI started it's transition from an R&D to a commercial entity. With PLC cost under £1m pa, every deal drops to the bottom-line.Business Insider - SEED Health using OPTI's LP-LDL[link] will do what they do worse; more fool them. If any of them are expecting revenue guidance, then they have bought themselves a pup. I have said before, the very earliest SOH will venture these will be at the interim stage; more likely 12 months from now. The risks are just to great. 1: BOD will not want to guess sales volumes for new products in a new market with new science2: Risk being at the mercy of partner product ETA slippage3: Any official guidance falling 20% guidance would result in a profit warning4: Longer term effect of said profits warning would be far worse than waiting another 12 monthsSeed will result in much earlier revenues from SACCO, distribution and royalties. They also have plans for a male probiotic. I would imagine traders have taken some funds off the table ahead of results. Key for me is remaining cash, anything over £1m will be a huge plus. The big hope is a dynamic forward looking statement and commercial update. IMHO there is room for SOH to push through a more bullish statement, above and beyond YE break even, to one of profitable within the current year. He would need to offer numbers; that could be enough for those seated on the sidelines peering over the fence wondering if the grass is lush?US will not be so aware as we, because non of the partnerships have been with PLC's. However, given Peter Thiel's record for investing in new technologies, I wouldn't surprise to see him sniff around OPTI. I'd be very disappointed if he didn't.
Popeye82
22 May 2018
LP-LDL® agreement, USA [link] Health plc (AIM: OPTI), a life sciences business developing compounds to tackle obesity, high cholesterol, diabetes and skin care, announces that it has entered into a non-exclusive agreement with Seed Health ('Seed™') to produce, promote, market, and commercialise products containing LP-LDL® in the USA. OptiBiotix previously announced (RNS: 1 May 2018) that it was in commercial discussions with Seed™ in response to media reports on the launch of its LP-LDL® product in the USA. This announcement confirms the successful conclusion of those discussions.Seed™ (seed.com) was cofounded and is led by Raja Dhir and Ara Katz to pioneer the application of microbiome science to improve human and planetary health. In collaboration with leading microbiome scientists and a global network of partners and experts in biofermentation, stabilisation and testing, Seed™ state they have developed a new standard for a pipeline of effective, scientifically-validated probiotics that target the human microbiome. This agreement is a strategic step by OptiBiotix to access the US probiotic supplement market. The US is one of the largest and fastest growing probiotic markets in the world, with supplements alone accounting for $2.06 billion sales, with a projected 55% growth to $3.3 billion by 2021*.LP-LDL® will be commercialised by Seed™ in an innovative product concept which combines multiple strains of different probiotics which have been selected because of strong clinical trial data. OptiBiotix's LP-LDL® strain has published human data demonstrating statistical and clinical significant reductions in cholesterol and blood pressure, won best scientific abstracts at both ProBiota 2017 and ProBiota 2018, and was finalist as ProBiotic of the year at Vitafoods 2018. *Market data from 'TRENDS, INNOVATIONS AND OPPORTUNITIES DRIVING THE GLOBAL PROBIOTICS MARKET' (Euromonitor International June 2017).Stephen O'Hara, CEO of OptiBiotix, commented: "We are pleased to announce this agreement with Seed™ which extends the sale of LP-LDL® into the USA, the world's largest and fastest growing probiotic market. We chose Seed™ due to our shared vision of commercialising products with strong scientific and clinical data, their innovative product concept, and their ability to access the large USA consumer goods market. We are pleased that our strong science, successful human studies and international awards at major scientific conferences has attracted international interest in our products leading to continued regular deal flow as we build multiple revenue streams from partners across the world." "
