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Its been a while since anyone discuss their cholesterol levels. I'm seeing a lot of conflicting info on the subject, which is good and bad for Opti. There is a growing amount of data that argues the higher the cholesterol the lower the risk of a heart attack. Much of the data goes back to lobyists in the sugar industry deflecting from sugar being the real problem not cholesterol. There's also a growing body of evidence arguing statins can only extend your life by as much as 5 days.
My question is who uses Opti's cholesterol probiotics and have you noticed a greater risk to your heart you othrwise would not have been concerned for had it not been for your gp persuading you you need statins or something to lower your cholesterol.
I seem to remember one of the oz partners spending a lot of lolly on marketing. Opti pharm. They still have the old slimming formula on sale as well as the slimbiome and optibiome. https://optislim.com.au/products/shakes-starter-bundle-free-shaker
Alex has posted a Deep dive: In a world where global reach is key, OptiBiotix Health #OPTI and SkinBioTherapeutics #SBTX demonstrate the power of local wisdom. Their strategic creation of subsidiaries and partnerships in new markets is not just savvy business; it's a masterclass in adaptability and local integration, proving that understanding local landscapes, especially tax intricacies, can unlock unparalleled competitive advantages and pave the way for substantial market success. A lesson for all in international commerce: adapt, integrate, and thrive.
It's a good job, it's the weekend. :)
https://lemminginvestor.substack.com/p/strategic-moves-and-patient-gambits
The Dr Morepen subsidiary which sli mbiome is associated with is 21/22 crore per qtr covering hundreds of products only a few of which are to do with Weight management. But there is a major !marketing campaign promised to support the laumch
Thanks mol
As usual.
Google says 1 crore is 10 million rupees.
Not sure that you have converted indian rupees or lakh to sterling correctly aquae
their financial statements look pretty impressive to me
and didn't note slimbiome on link provided
but if you have found your assertion re spending a lot of money promoting - i'll take that all day long
mind i also thought you would be one of the first to study links provided
best wishes
mol
Latest accounts showing the breakdown associated with Dr Morepen products, not that special but apparently going to spend a lot of money promoting the Slimbiome product launch
https://www.morepen.com/public/uploads/media/Morepen65bb94f1a8d50.pdf
Sold out? jees did they not order enough?
or is this just a prelim page on their website in advance of launch
https://muscletech.co.uk/products/nitro-tech-ripped
mol
Plenty of info available for anyone interested
https://www.morepen.com/investors
https://economictimes.indiatimes.com/morepen-laboratories-ltd/stocksupdate/companyid-11215.cms
and latest results (to Dec 23 and available as from 31 Jan 24 ) albeit not audited and whilst they will have an accounting team behind same - they will also have an abundance of transactions to record above our scant number
no reason why we cannot do the same once myers beds in - i'm not holding my breath though ( and it was once muted re a listing on nasdaq - can't remember who discussed it on here at time lol - I said at time not going to happen and continue to hold said view )
https://www.morepen.com/public/uploads/investor/Morepen65bb97fa1e35f.pdf
mol
Elrico - surely that sort of information is potentially market-sensitive, so should never be divulged to an individual prior to the general public?
Martin, I spoke to SOH yesterday. YSF have said they have finished selling—a simplified version. :)
FS, possibly Yorks Seedcorn still selling? From a fellow Amateur :)
Lots of selling into these recent small price rises. Huge volume yesterday and in the other recent rise and much smaller volumes on the small falls in between.
Looks like someone is getting rid of a sizable position in the mid 20s.
Good news for when they're done selling.
That's my very amateurish reading of it anyway
TW’s hardly in a better position than SOH to know the likely launch timing.
Baffles me why anyone would give him the time of day.
mr w. is a manipulating gob****e shyster. all imo of course.
Considering Morepen's extensive network and reputation, this partnership is significant, as it could enhance market penetration and consumer adoption of SlimBiome® products in India. Based on Morepens sales forecasts, the directors of OptiBiotix anticipate this agreement might contribute approximately £6-7 million in annual revenue over the next four to five years, highlighting the potential financial impact of this collaboration. I note Mr Winnifrith has indicated a summer launch. However, when we spoke to O’Hara, he was less committed than Winnifrith, which is a concern because he has a habit of hyping expectations, putting unnecessary pressure on the company.
https://twitter.com/LEMMINGINVESTOR/status/1767983974557597812
The RNS is very good news and I expect to see regular news flow this year. It's good to see they are continuing to sell Slimbiome to more markets and partners. Even if they got half the forecast for YR 1 in revenue, so £600k, that would mean they should easily reach record revenue for the year ahead for slimbiome and easily be profitable.
I do believe the SP would be higher, but might stay in this range as "Finance Yorkshire Seedcorn Fund (FYSCF)" seems to be selling slowly into the market, so that kind of is keeping the share price bogged down.
Yep. The old revenue is vanity, profit is sanity, type of thing.
Stephen needs to start putting some meaty profit-laden numbers our way, before anyone should get excited here.
In the meantime, IMO this is going to remain range bound. Shame I have too many of these already, or I would probably be trading it accordingly. GLA.
I should partly retract my previous comment today, as I've just seen this partersnhip was referenced in their 27 Feb commercial update with "forecast sales for OptiBiotix in Y1 of £1.2m and Y5 of £6.7m".
So it looks like it's forecast to build gradually, but with some sales from Y1. How these sales (if achieved) will translate into profit is yet to be seen.
Obesity is a huge problem, and it is becoming a bigger problem in more rural communities and in lower socioeconomic groups.
https://www.thelancet.com/journals/lansea/article/PIIS2772-3682(23)00068-9/fulltext#:~:text=As%20per%20the%20NFHS%2D5,abdominally%20obese%20in%20the%20country.
Plus in 4-5yrs there could be more such large agreements not to mention many smaller ones.
Martinu - the wording in SOH’s forecast is weaselly IMHO.
I take it to mean he estimates £6-7m revenue p.a. after 4-5 years.
That could be via gradual year-on-year increases. But it could equally mean very low sales in the early set up stages, followed by a large lump of cash once set up is complete. Any figures are a welcome development, as they’ve been sadly lacking with past partnership announcements. But more transparency is still needed.
Yes, pleased this has been done. I do notice RNS gives figure of £6-7m in the next 4-5 years. Previously SOH was saying £1m in 1st year, And £6m by year 5?