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As an update to my post of 30 May. Taking account of the SBTX valuation of £103 million Opti's value after removing the
23.1% share seems to have shrunk again to around £17 million!
On the current Opti share price not reflecting the current and potential value of the company, you, SOH and I are in complete agreement
Aquae,
Would love one of the big good manufacturers who completely dominate western food markets (must be said to the massive detriment to people's health) to come on board, along with a lot of other things just isn't priced into the underlying market value of opti (less skin) at even a less than 5% probability.
Like yourself looking forward to update on progress, I hope the h1 19 to h1 20 shows the real growth that can continue rather than h2 19 vs h2 20.
..and finally, finally, it's worth bearing in mind that much like skin's partner Croda, Opti's US Business partner prior to investing millions in scaling up the manufacture of sweetbiotix, will have first satisfied themselves that the demand and commitment was there from major business customers i.e. sweetbiotix will undoubtedly have been successfully incorporated in different companies' products and taste tested first.
Hi Skid,
There was no intent to directly associate Opti with Nestle; but I am a big believer in Sweebiotix as a product that once launched commercially by the major unnamed US partner, will lead to that partner creating deals with the likes of Nestle, Kelloggs etc rather than end businesses that no-one has heard of.
The Nestle link was a recent article about the issues that a number of major food producers are facing in creating products that contain a lot less "red label" ingredients like sugar, in a post Covid world where there has never been a greater focus on health at a time when Obesity and Diabetes has shot up globally, so why wouldn't all the top Food companies be interested in a "green label" sugar substitute like sweetbiotix?
Finally, from the RNS extract "Enhanced royalty payments will be made to OptiBiotix on sale of SweetBiotix® products by the Company to 11 application/innovation partners with whom OptiBiotix has been in long term discussions regarding exploring the use of SweetBiotix® products in dairy, cereal and beverage applications" who is to say that one of those long term discussion wasn't with the likes of Nestle after all our ex Director, Christina Mary Wood, as the owner and CEO of Confoco, a supplier of high quality food ingredients worldwide, grew the business from £1m to £11m sales by obtaining strategic supplier status with multiple global corporates including Nestlé, Danone, and Heinz, so certainly had the contacts?
https://www.proactiveinvestors.co.uk/LON:OPTI/OptiBiotix-Health-PLC/rns/251817
Aquae.
I'm a holder here and believe in the medium / long term market, and optis position in it.
For you to associate opti with one of the world's top five food companies with absolutely no proof is inappropriate.
If you are correct and believe nestle are somewhere in the chain of all soon be shown in revenue.
Let's just keep to the facts to support the share price, or not.
Skid, Nestle put a lot of sugar in their products but they don't refine it themselves. Besides, it is Opti's major Business partner who will be licensed to manufacture and supply sweetbiotix; from the RNS
"OptiBiotix Health plc (AIM: OPTI), a life sciences business developing compounds to tackle obesity, high
cholesterol and diabetes announces that it has entered into an agreement with a US company ("the US Company") for the purpose of large scale manufacture and commercialisation of a number of SweetBiotix® products.
The agreement grants the US Company an exclusive worldwide license in return for it bearing the costs relating to product manufacturing, marketing, and all future costs relating to the commercialisation of a number of SweetBiotix® products.
OptiBiotix will receive a modest six-figure payment from the Company on signing the agreement and at 12 monthly intervals until product launch. Additional similar payments will be due on product launch plus royalties on all future product sales. Enhanced royalty payments will be made to OptiBiotix on sale of SweetBiotix® products by the Company to 11 application/innovation partners with whom OptiBiotix has been in long term discussions regarding exploring the use of SweetBiotix® products in dairy, cereal and beverage applications"
Agreed, industry background and misleading to state anything to do with opti.
If nestle were to put any thing opti in their product, due to volume would be cheaper for them to buy the company outright - back of the sofa money for nestle even at a 2/3 times premium.
As always looking forward to the analysis of the final 2020 actuals and back up commentary to get some granularity on how many contracts are performing, growing and material.
Good job you're not invested then eh?
Are the Nestle headquarters anywhere near a gym that we could do a never to be heard of again test? Remember, just like the gym near the Asda/Walmart headquarters?? Absolutely clutching at straws with these type of articles. Must be exhausting trying to prop up an ever declining share price. You can do better than this. It’s rubbish.
Not just shareholders looking forward to the sweetbiotix launch
https://www.dailymail.co.uk/news/article-9638529/Nestl-says-60-brands-unhealthy-despite-slashing-salt-sugar-levels.html
Nestlé says 60% of its brands are unhealthy despite slashing salt and sugar levels
You are missing nothing Littlebobby this is a cracking investment at the current sp. Whilst the results due out next month wont be a lot different from the unaudited figures published in Feb, it will be interesting to see what SOH decides to put into the Outlook re future sales of slimbiome and LPLDL and then when the sweetbiotix launch is announced, which could be anytime, things will get really exciting
If Opti is valued at say £45m including Skin and 23.1% of Skin is worth say £24m that seems to imply that Opti is valued at around £21m. Surely that makes Opti a strong buy or am I working something out incorrectly?