Blencowe Resources: Aspiring to become one of the largest graphite producers in the world. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Yes 70p took longer than i thought. GL All
Looking good.
Elrico, Unfortunately, it was my friend that profited from ASOS.
That’s pretty big news elrico.
TW thinks £1.875 per box or £112,500 per shipment and you think £4.45 per box or £267,000 per shipment.
If you are closer than the last 2 shipments are worth at least £380,000 to optibiotix, and I would hope a 3rd shipment sometime this month.
I was wondering when you work out your revenues for SEED sales to optibiotix is it a educated guess or was that suggested to you to be close as well?
Orange, Truly amazing ASOS story. I was the first blogger to write anything about ASOS at 7.25p mid-2008 (old blog) so I don't know where you get 20p in the early 2000s? I remember being rather pleased with my £2k investment doubling in a matter of weeks, banking the original £2k, banging into Cyprotech and putting a trailing stop on ASOS on the remainder £2k and feeling rather smug as I tightened my trailing stop, soon after being stopped out at £1.35p. I was feeling so smug at £75 even though I doubled on my Cyprotech. I still feel the pain, which I repeated with ARM. I won't be doing a 3rd time.
It takes courage to hold profits, sometimes more so than losses. I have now conditioned myself with 2 times £1 plus and still held the dam things all the way down to 42p. Initial entry, 15p using SIB as my for my entry.
Sometimes, it is about knowing yourself more than the company you're invested in. If you don't, you will always make poor decisions.
You are right in what you say about customer sales will dictate if a product is a viable alternative to the competition. The review help and the vast majority ate 5 stars. The science also sets SlimBiome apart from the competition and don't forget, no other product has the cognitive effect of switch the brain off from sweet cravings.
Ref margins. The current £14.99 promo ends later this month, the 1@£18.99 and 2@£19.99 - I believe OPTI's cut is near £4.45 than £2 TW quotes. I am told I am closure to the figure than TW.
Remember, SlimBiome is heat resistant, so can go into a multitude of products, ranging from ice goods, dairy, baked goods, beverages, etc.
Having said all that, the products need promo, PR, etc. Agropur will also help build a very strong brand, as will H&B, especially if they replace boombod, whos sales a dropping. It is very early days of course and retail habits can change. So, this is our biggest risk. But, we have multiple shot at goal.
Orangetree. I now see what you mean when you explain it that way. To be honest with you, you are still going to get people who eat crisps and chocolate and I wouldn’t think these types of things will ever be stopped. It would be very nice to think 95% of the worlds population will be on slimbiome but I think that slightly optimistic.
Dude, I meant supermarket shares like Tesco and other food-related businesses, NOT OPTI. Fewer cravings = fewer food sales.
Orangetree. So what you are saying is you expect OPTi to reach £10 per share by 2024/2025 but you are advising them to sell If a slimbiome works. I cannot see your logic in being a shareholder here.
Also, if Slimbiome works and a large majority of people are buying the products, I would advise my fellow shareholders to sell or don't buy shares in food businesses and the supermarkets.
Fewer cravings = decreasing food sales.
Also, people will start to cut down on excessive purchases when they go to the supermarket. Currently, the UK throw away 30% of fresh produces they buy but didn't eat.
Skipsharer: Oh, I've been holding the shares for a long time and resisting the urge to sell when it reaches over £1. The reason is that one of my friends bought ASOS back in the early 2000s at 20p and sold at £50. So, I'm hoping OPTI would do the same.
BTW, I bought the shares back in late October or early November 2014. My reasoning was purely down to SOH's reputation.
Also, BTW I take no offence.
I play 'devil advocate' in my last few posts. So, if OPTI's business pans out well and the customer gives it the thumbs up, we are looking at 'sky the limit' for Optibiotix. I can see health services like the NHS recommending this product in the next two years. Also, I can definitely see the share price spiking to £10 per share or more on expectations of £100m sales and £50m cash profit by 2024/25.
That's why this year and next year are crucial times for OPTI.
Peace!
Also, thanks for the link on the other partners, Belgrano.
Orangetree: on what date did you buy Opti "at around 12p per share"? Asking for a friend who's rolling on the floor laughing.
For such a long-term holder, you seem to have a slender grasp of Opti's business model and sheer number of commercial deals across multiple sectors.
I also agree with those that think the deal recently announced could easily surpass every income stream to date combined, this year.
Dont think the penny has really dropped..because that was the rise...Lol
https://www.agropuringredients.com/wp-content/uploads/2020/01/SlimBiome_DIGITAL.pdf
Hi Orangetree,
No offence intended Sir, and to answer your question yes.
Would prefer a private e-mail for future coms , Very handy especially for serious investors here.
Can only do so with premium membership here, but can do so on ADVFN, on the Elrico investors guild, which I highly recommend .
Belgrano, I like to reiterate, I'm not a hater. I own shares in this company and like to add my two cents when I have something to say (mostly to help people in the forum to think about the business side of their investment rather than staring at the daily movement of the share price). I also like to critique what I own and take the emotion out of investing. If you are wondering, I am a long-term shareholder (having bought it around 12 pence per share).
Regarding the £3 to £5 per pack, is that the 21 sachets costing £15 each? Better yet, do you have the link?
Also, the next two years its make or break for OPTI because the customers have the final say if their slimbiome works. If customers around the world aren't satisfied with the products, things can go downhill rather fast and all these deals will unwind. That's the reality of business.
Again, I'm not a hater or looking to push investors or readers emotion in this forum. Just stating the reality.
We strongly believe the return to opti is between £3-£5 per pack. You are miles out Orangetree and for an investor in a very good way.
Also believe sales are very buoyant indeed.
With products like seed, you would probably be pretty close with 5-7% as it has many other expensive ingredients as well.
Even those sales are really going for it if you are a sad bugger like me who is regularly monitoring their instagram hits.
It pays to keep a close eye on our sales at these critical times of transition, but musn't read to much into one partner as they turn out to be an outstanding performer or a complete donkey.
Holland and Barrett in the mail online and the paper today - not about Slimbiome but illegal CBD. Nice to see sales still ticking along steadily
https://www.dailymail.co.uk/news/article-7956513/Illegal-cannabis-oil-sale-Holland-Barrett.html
Does anyone know how much OPTI gets in licenses for each Slimbiome product sold at Holland and Barratt?
I've been thinking about the OPTI's business model and something came to light. Let's look at an example like Holland and Barratt. H&B annual sales are £600m. Let assume OPTI get 7% for each product sold. In the first year, Slimbiome sold £1m, that means OPTI gets £70k in revenue (7%*£1m). If people like the product, then it sold £5m the following year, giving OPTI £350k in sales.
I know H&B is one of many companies that OPTI would be working for. But to put things into perspective, in order for OPTI to generate £10m their partners need to sell £142m worth of products. For OPTI to generate £200m in revenue, then their partners need to sell close to £3bn worth of products. I know SOH says the margins are high and so forth.
Although their partners generate hundreds of millions or billion dollars in sales, a small percentage of these sales uses OPTI biotechnology. The reason I believe valuation is still low is down to the uncertainties of how well the products are selling.
07 January 2019
OptiBiotix 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 an exclusive manufacturing and supply agreement with Zeon Lifesciences Ltd ("Zeon"). The agreement grants Zeon an exclusive license to manufacture and supply OptiBiotix's SlimBiome® weight management technology in India, in return for 50% of the profit
I would imagine the deal with Agropur would have to be of a very similar arrangement.
I expect that would potentially on the cards as long as opti haven't offered another company exclusivity. Would be also down to seeing how H@B perform and market slimbione sales now.
High performing companies get such rewards, linked to performance targets, others get dropped completely.
I’m wondering if optibiotix could capitalise on their relationship with Holland & Barrett to sell the cholbiome x3 capsules? Surely this is a cross selling opportunity that would benefit both companies?
To see this finish flat or just 1p up considering the staggering potential is unreal.