Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
To both primal and direC. Great update from SoH. He ought to do another proactive interview. DireC, thanks for the link. I am due to have a cholesterol in a couple of weeks, so if it�s not good I will order some. I�m sure this investment will more than make up for viy. SoH is very different to Terry Bond.
Thanks for confirming that. Looks like they wont contribute much to revenues in the current financial year. Still when the flood of deals arrive we shall all be happy. Shame I could not make the GM starting right now.
I think we have taken this as far as we can. Whether wholesaler or retailer, cardiocare is still not listed as a current product. Hence why I do not believe lpldl is yet on sale. Regardless of my view on this specific matter, more worryingly is the wider PI lack of confidence in this share reflected by a gradual reduction in share price. As I write, the sp is now down to 61.5 mid. Your view is that Opti are playing hardball in negotiations, mine is that they are struggling and won�t achieve terms they want. We will never know because when the deals finally do arrive we will not know how much either party has had to concede. But whilst we wait for any product deals, the share price drops further.
Thanks Dire, I�ve already seen that web page which states the product will join the stop and go family. But it�s still not on their list of products. But thanks again for you help.
Thanks Primal for your advice. I�ve loooked again at the stop go website and still can�t find any product with lpldl.
The lpldl is not on Galenciums stop go website as a product. Do you know why? I agree, SoH is on record as saying he is relaxed about the time it takes to sign deals. He has also said, on multiple occasions, he expects deals to be signed in timeframes that do not materialise. I think that needs questioning.
Risky, I agree with most of what you say. However, a point I disagree with is rather than creating tension in potential deals, I believe that Opti are actually find it hard to close deals. Both SoH and Per Rehne in Proactive interviews in late November / early December said there would likely be deals signed before Christmas. Only one (CII) was. Now, a month after Xmas, there are still no new deals. Even when deals are signed, it takes long time until products are on sale. Do you know when Galencium will start selling lpldl in their stop go range?
On page 4 �doubt digit growth� I think that�s what investors view of Opti is right now!! Maybe need to get that typo sorted.....
Well if they are manufacturing Slimbiome at full pelt, it must be sitting at a big warehouse somewhere whilst we wait for someone to include it in their product ranges. Hope it doesn�t spoil whilst we wait. But I agree, a big name could make all the difference. That was the case this time last year before we knew a new and improved Slimbiome was necessary to get other firms interested.
As I said yesterday, I believe only ��� RNS likely to have an impact on this share. Too few product deals being delivered to date from what appears to be fantastic and great/groundbreaking IP. Or maybe the IP is not as good as we all believe. There is only so long SoH can keep saying it takes time to get the right deal in place. I heard that statement years ago.
Apparently lots happening in the background, but if there is no general update until April then I think the share price will suffer further. Price impacting news is sparse and only �� news will now likely have an effect now.
It would have been nice to know what Chr Hansen think about this and to what extent they were involved and supportive.
Our Taiwan Regional Champion goes to BENED BIOMEDICAL! @bened_biomedical Many thanks to 2017 Meet Taipei and local partners for helping us organize the event. #SWC2018 Might be Bened news soon.
I would think in 5 years it will all have been bought out. Hopefully for loads of money. On timescales, I do think SOH over promises with his potentially 39 RNS by xmas, �250m potential sbtx valuation by the end of 2016, sugar commerciality a year ago as well. Even Per said in November he had expected lp-ldl contracts pre xmas which have still not materialised. Let�s see what gets announced in the next couple of months to cheer us all up and ease the frustration.
Elrico, you are right of course, but I am beginning to wonder if Opti can deliver in time to avoid a cash call later this year. For example, what happened to the 4 week pilot programme for lpgos with Tata last November leading to full production?
Nothing. Nada. Zilch.
Let�s see what tomorrow morning brings......
All good stuff on sugars and Ip etc. But why are commercial sales agreements taking so long, even with the smaller players for existing products? I hope, by the end of this month, more sales contracts are secured. That should provide confidence and support for the SP. Tata ought to pull their finger out too!! Then let the sugars come on board......
Jupiter and Mars conjunction on January 7 should help as well.
It would not surprise me if yesterday’s large sell was Adam Reynolds. He did own 1.6 % of the share capital with 1,262,158 shares. As he is no longer chairman from 1st Jan he does not need to disclose any sale. He would still own circa 250k shares after yesterday’s sell. I wonder if Opti will update the website on shareholders interest or just remove any reference to Adam. I suspect, when they get round to it, they will just remove his name and interest.