Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Funki, I'm afraid your first post on this board is not helpful and misleading. David Evans is not a director of Opti.
Share options exercised and sold now so there is no impact on next re-rating due on a flurry of expected contracts in the next few weeks imho. Maybe even this week.........
Phd marketing have optibiotix as a client on their website. This is new. A step up in brand awareness for lpldl. http://www.phdmarketing.co.uk
Thanks, Dids, I did note that, which is why I asked the question. A number of contracts/deals have been previously announced (DSM, KSF, an American SM, Nutrilinea) from which no sales have yet arrived. This is why I was asking about timescales. I don't doubt at all that Tata income will come and it will be big, but when does the tap get switched on? I'm still hoping the slimbiome one will be this year. Maybe at the investors evening just announced more info might be forthcoming.
Elrico, have you any insight when actual income may start to be generated from Tata from either slimbiome or sugars. The original slimbiome RNS stated sales later in 2017, but the interims were silent on this. Silence often means delays. I'm sure 2018 will be great for income from the Tata deals, but it would be better to get them rolling this year.
Recent research by Guy Gibson, the professor at Reading University that did the lp-ldl cholesterol trials for Opti. In vitro fermentation of B-GOS: impact on faecal bacterial populations and metabolic activity in autistic and non-autistic children Children with autism spectrum disorders (ASD) often suffer gastrointestinal problems consistent with imbalances in the gut microbial population. Treatment with antibiotics or pro/prebiotics has been postulated to regulate microbiota and improve gut symptoms, but there is a lack of evidence for such approaches, especially for prebiotics. This study assessed the influence of a prebiotic galactooligosaccharide (B-GOS) on gut microbial ecology and metabolic function using faecal samples from autistic and non-autistic children in an in vitro gut model system. Bacteriology was analysed using flow cytometry combined with fluorescence in situ hybridization and metabolic activity by HPLC and 1H-NMR. Consistent with previous studies, the microbiota of ASD children contained a higher number of Clostridium spp. and a lower number of bifidobacteria compared to non-autistic children. B-GOS administration significantly increased bifidobacterial populations in each compartment of the models, both with autistic and non-autistic derived samples, and lactobacilli in the final vessel of non-autistic models. In addition, changes in other bacterial population have been seen in particular for Clostridium, Rosburia, Bacteroides, Atopobium, F. prausnitzii, Sutterella spp. and Veillonellaceae. Furthermore, the addition of B-GOS to the models significantly altered short chain fatty acid (SCFA) production in both groups, and increased ethanol and lactate in autistic children.
That's typical that as soon as we get a rise then 250,000 share options get exercised that will presumably be sold in the market soon. Hopefully the expected news flow will absorb them.
All looking jolly good here. But if the one manufacturer route is so attractive, why was the original strategy to have several manufacturers around the world? A flawed strategy or adapting to changing market conditions? Ive listened to SOH interview today and my own personal view is that there is a stronger recognition that deals need to be signed sooner rather than later and that is the main driver here - having multiple manufacturers just proved to be too complex. Just like the SBTX share distribution in expected timescales. Opti sometimes have take on more than the small team can manage. But I am very optimistic now that the news flow will now commence and the long awaited SP climb will begin. A couple of big name siginings should do the trick.
A contract or two would also help raise the share price, not just a seller. Not long now hopefully!!!
A good start, but still only just over 2,000 boxes, assuming 90 units per box, although they do sell in 30 unit boxes as well. So that's 300,000 units so far then. More contracts are needed, and soon.
Boyzee are you mixing up the two deals there? The 10,000 initial supply is the Auz deal, not the German one.
Yep Boyzee, I think it's a bit of a news filler after yesterday's drop in shareprice. Still it did its job with a small rise. The flow of expected contracts (small & large) is taking longer than I expected. I had hoped for two or three by the end of July. Still time I guess, but not looking likely.
round the week off with another contract in the morning
It does say under licence from Optibiotix Health PLC down the side, so that's something.
Thanks yet again. So based on that, somewhere on the HLH box the graphic should be seen. So maybe it's on the back of the box.
I see. So does that mean that ldl control will appear on all suppliers packaging? If not, and all future suppliers have their own variations, then it's not exactly advertising the lp-ldl strain in a consistent way that computers state 'intel inside'. If lp-ldl only appears inside packaging then it's missing a trick, unless at this stage, Opti can't enforce its on the outside.
Elrico, re the HLH products, I can't see the LP-ldl label on the packaging. I thought you article said it would be on packaging from the various suppliers.
Thanks again, I knew you would have some insight. Hopefully before the interims are released there should be some substantive news of these bigger contracts to finally convince the market. By the way I think the threads on the other boards have gone bonkers. Much quieter and civil over here.
Thank you for your reply Elrico. There often seems to be more questions raised with the announcements that Opti make. Still, a contract is a contact. But I would like to know about progress on the other global manufacturing agreements along with, obviously, some bigger contracts in Europe. Hopefully the wait won't be long.
A good article thanks. A question for you that you might have an insight into. The Sacco licence is for Europe. Opti said there would be Asian and US manufacture agreements to follow. So who is manufacturing the lp-ldl for this NZ and AUS deal? Sacco maybe as they are mentioned in the RNS? But this is not a European deal. So just a bit confused.