Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
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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?
OptiBiotix Health plc (AIM: OPTI), a life sciences business developing compounds to tackle obesity, high cholesterol, diabetes and skincare, announces it has signed a partnership agreement with Dr Morepen Ltd ("Morepen") for the sale of SlimBiome® containing products in India under the Dr Morepen brand. Morepen is a 100% owned subsidiary of Morepen Laboratories Ltd ("Morepen Laboratories"), an Indian pharmaceutical company listed on the Indian Stock Exchange.
Morepen Laboratories has more than 2,300 employees and sells over 800 products to over 82 countries. Morepen is a well-known and trusted brand in India, launched in 2001 to encourage customers to be in charge of their own health and wellbeing. Morepen has direct access to over 200,000 pharmacies across India and indirect access to another 300,000 pharmacies. Products will be sold online, in store, and direct to physicians across India.
Stephen O'Hara, CEO of OptiBiotix, commented: "We are pleased to announce this agreement with Morepen, a well-known and trusted supplier to pharmacies, physicians, and retail customers across India. Morepen brings an extensive sales team with experience of highly differentiated scientific products and countrywide access to a network of around 500,000 pharmacies across India. Based on current forecasts, the Directors anticipate this agreement could contribute in the region of £6-7 million revenue per annum in the next four to five years."
Https://www.gloucestershirelive.co.uk/news/health/20p-day-supplement-boosts-brain-9135552
Could Opti cash in on these benefits?
https://www.futuremarketinsights.com/reports/galacto-oligosaccharide-gos-market
cost of gos seems to be around 6k per tonne add on manufacturing maybe 7k -8k ???
5% royalties ?£40 mill on 100k tonnes ?????
back of *** packet strictly
but cost of gos seems right ??
Regarding the nuances, I think there was two significant nuggets.
(1) One the resale or retention rates are excellent albeit from a low base.
(2) Finally SOH appears to have woken up to the power of marketing/ social media.
The jam tomorrow narrative is still there but I think the evidence is building that the foundation is very sound, certainly compared to 12-18 months ago
(2)
Ok, just listened. From 4.40 to 5.30 SOH talks about distributors destocking. But that revenue was booked in earlier year(s). So not in 2023,as I understand it. Then he says, we will see a leap in revenues. From 2024 ? So not sure what this means for upcoming 2023 results.
Some interesting chat about getting into Sports nutrition with high protein, high fibre snacks.
And then, signposting some updating in near future on Micro Mods.
Good of him to take the trouble to do the podcast. But not sure I was particularly excited by it. Hope others can find the nuances I missed.
Thanks for that, mol.
Https://soundcloud.com/optibiotix-investor/february-29th-2024
Something to listen to over the weekend
mol
We know the standard royalty % with the US partner is 5% plus another 5% for the MTA partners. I think it's safe to assume that OptiBiotix royalty with DSM Firmenich is 5%.
I don't think it'll be too far off that figure
Just a thought on price per ton. I think I remember an RNS in the past year that has spoken about trying to compete with sugar on price.
Given that sugar is circa $400 per metric ton, and in addition brings extra tax burdens at the point of sale to the consumer, perhaps that gives us some idea of the price of Sweet.
Of course whatever the price is, we are seeing a % of that and not the whole thing.
The above is complete speculation brought about by my excitement at the disclosure of the news that Sweet is goog into production. It could definitely be wrong
Nice week on OPTI, wish a few of my other AIM stocks would do the same.
Held on through the s*** days on the hope that the portfolio of different deals would start to motor -an with a royalty model the scaling of revenue to the bottom line is incredible past breakeven on fixed costs.
Will be watching the Strade Bianche at the weekend, the most beautiful cycle race partly on the compacted chalk "white roads" in tuscany finishing in the sqaure in Sienna - the DSM Firmenich team will be riding !