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Coca-Cola logo front and centre
I personally thought it was a decent update showing the diversification in territories/sales and opportunities. Maybe the market didn't appreciate the Morepen deal enough. Roll on July and that being launched, it's a shame he couldn't say how much the first purchase order was when it was the biggest the company has had so far.
Confirmed the Coca Cola logo appears on the Summary slide which itself has been modified from the previous years slide entitled "World Presence and Partners".
Revenue excluding license fees and other is circa £645K for 2023 and forecast to be £1.5M for 2024
Lord, I recall CC being mentioned in the past by SOH. I think they have had discussions but nothing formalised. I would also suggest that if there is a formal dialogue then it would be via one of their US partners, not directly with Opti and very much under NDA.
Truth be known, most likely one of the many carrots that SOH has a tendency to dangling under PIs' noses!! Well known name, zero substance!!
Thx lord and aquae for the updates
Extremely disappointing but unfortunately not unexpected
Also a mention in sweetbiotix update from last year
https://www.optibiotix-ir.com/content/news/archive/2023/190723
Hopefully slides available soon
Many thanks again
mol
Missed the logo so will need to revisit the slides once available but if it is the same slide as used in the May 2023 Presentation entitled "World Presence and Partners" then just randomly plucked from the list of 11 or so Companies with MTA agreements for Sweetbiotix. One slide I will be taking a closer look at lists the Revenue actuals for 2023
AquaeSulis01 & rebarm - glad it wasn't just me!
Can either of you shed any light on the Coca Cola logo that appeared prominently on top of one of the slides?
No change....patronising waffle!
Agree with you loads, SOH spent 50 minutes on the presentation mainly trying to justify the benefits of Slimbiome to investors when it would have been better aimed at Customers, and that left only 10 minutes to address questions which were generically answered. No in-flight questions were looked at and none of my three pre-submitted questions were addressed by the generic responses, total waste of time.
Most/all the trickier questions from me (& others on here) were carefully ignored this afternoon. Wonder why?!
Well, they asked for feedback at the end, so I gave them plenty.
All pretty disapponting IMHO, with little to get your teeth into other than noncommittal sales projections, vague timelines & jam tomorrow statements.
Talking of leading US partners one minute, then projecting sales in the low £millions from them by year 5 just didn't stack up for me.
On a potentially more optimistic note, what was the Coca Cola logo doing on one of the slides? Have I missed something?
OPTIBIOTIX HEALTH PLC will be holding the meeting Commercial update tomorrow at 20th May 2024 at 2:00pm BST.
Because as a seedcorn fund their policy is to withdraw funding after the early stages whatever in order to move funds to new early stage companies; the policy over-rides the financial considerations.
I’d be as interested to know why Finance Yorkshire Seedcorn Fund is selling down its position, when Opti’s share price is currently so depressed anyway.
But I guess SOH may not know that. Or want to reveal it even if he does….
Change of plan, asking this one, which I think was brought up in a bearcast some time ago
There is a share overhang caused by Finance Yorkshire Seedcorn Fund selling down their position. Why is Optibiotix's broker not finding someone to take this stock, remove the overhang and increase the share price?
I just watched last year's presentation to refresh my memory. Steve O Hara is certainly very thorough so no questions for me this time.
It will be interesting to see if 2024 forecasts are upgraded to reflect the new Indian deal signed.
And much of the weight loss is muscle 💪 mass….
Opti yesterday
1,979 followers
1d
People are making a life-long commitment to a drug with daily side effects.
GLP1 agonists, originally FDA approved for diabetes, have become a popular choice for weight management. These injectables mimic a hormone that convinces the brain that you feel full, reducing your hunger cravings throughout the day. The weight loss results are fast, but the cost is huge – in more ways than one.
Aside from being a generally expensive product ($900 - $1300 average), GLP1 agonists have a multitude of reported side effects, from irritable bowels to dulling the brain’s pleasure centre. According to research found in animal testing trials, some brands of GLP1 agonists are legally obliged to disclose on their packaging that consumption can cause the development of pancreatitis and thyroid cancer, with some customers already experiencing these side effects https://lnkd.in/en7d5HVd
SlimBiome is our patented weight management ingredient that has been proven to reduce hunger cravings without the need to inject anything in the body, and with no reported side effects.
mol
The description has been updated-
SnackSmart Slimbiome Indulgence Chocolate Peanut Bar - Prebiotic, Good for Gut Health, High Protein, Low Sugar - 12 Bars x 35g
I think it's poor form that they haven't even booked and publicised a date for this year. The later they leave it, the harder it is for investors with commitment to make the time to be present. A cynical person might say that that's the point.
A plc must hold a general meeting (which can be deemed an agm) within 6 months of its year end
albeit opti have only managed this once in the last 5 years
26/07/23
26/07/22
09/07/21
09/07/20
11/06/19
mol
I would think it is for a box of 10 or 12 but being Opti not clear from upload and not from any further doodling i have been doing in the last 5 mins or so
wish they would get it right from the offset - not that difficult Shiraz
mol
£25 a bar seems a bit expensive
Chocolate peanut bar
https://optibiotix.online/collections/snack-healthy/products/snacksmart-indulgence-bar
Uploaded c15 hours ago I think though slimbiome medical still prominent throughout on this one
mol