Member Info for Andrew7

Yes his remuneration is excessive and should be significantly lower due to the lack of progress in recent years. The fact the market has yet to be convinced though is precisely the point. As far as I can tell Opti has several products which have some form of scientific backing whether that be CE marks or research from Universitities. For some reason they are not selling which has resulted in Optis market capitalisation collapsing. This surely represents an opportunity to one company or another with competence in the Sales and marketing area, assuming this is where Opti is going wrong.

Cant argue with that LWHL. Surely though the fact that we have a working product which does things that are massively in demand eg lowers blood pressure improves lean muscle mass etc is inherently worth something. I would that thought that a company which deals with medical professionals and actually has a sales and marketing strategy would be able to make a substantial profit.

I am surprised nobody has come in with an offer to buy Opti yet. The products seem to be good and have scientific backing in some cases. I know the marketing/sales side is appauling but one would think that a company which possesses marketing and sales skills could make a success of Optibiotix

I think the one plus side to this whole saga is that optibiotix as you have pointed out has lost all credibility. By that I mean the market is now so disillusioned with this share that even a moderate set of results would be an appreciable success to some degree. This would probably shift the shares towards 20p, approximately a 50% rise in % terms.
To benefit however one has to be prepared to

(1) Invest more capital into a share that has dropped over 90% from its peak. This brings the saying about catching falling knives to a new level.
(2) Accept that opti is capable of producing a moderate set or results. Theoretically they should as orders pick up as the Covid stock piling diminishes. Unfortunately as SOH credibility is so low no-one believes him even when he attaches numbers to his jam tomorrow statements, the choice comes down to little more than an informed guess.

Thats precisely my point lord. SOH has lost almost all credibility in terms of forecasting results. I think the general feeling of pessimism is so high that even a moderate set of results will look good against the H1 backdrop. I think the current share price is largely factual in the sense that optibiotix isn't bankrupt and it does sell stuff. I think at 13p if it can show it sells a bit more stuff than last year then we should see some form of increase.

Am i right in thinking that SOH has talked specific figures or at least made provable or disprovable claims in his previous couple of podcasts? As opposed to the general strategising which can be made to sound very promising but when it comes to naught can be blamed on other factors. I m thinking that this share has taken such a hammering that even moderate results for both Probiotix and Optibiotix will look good compared to H1.

Well as Mr Rothschild once said. "The time to buy is when theres blood on the streets even if it is your own." Both parts of that statement apply to Optibiotix, so I think a topup is required.

What happened to the India Apollo Launch?

Have I understood that correctly mol?. Opti have effectively rereleased more or less an identical press release in 2022 that they first put out in 2018?

When are Prebiotix results due?

Aquae and Friedman:- Thanks there is certainly a case for holding on the hope that probiotix has been more successful and the H2 figures will hopefully be much improved. An argument could be made for purchasing more on a speculative basis, as even modest good news may push the price up to circa 30-32p, almost a 100% return on current levels. Do we know when Probiotixs first results are due?

I dont know enough about it to be sure but it seems to me we are in danger of being left behind? Presumably other companies in the microbiome space are developing their own health foods alongside optibiotix. The other observation I would make is that markets hate uncertainty, which is an excellent definition of optibiotix. Uncertainty can be very profitable however a drop in share price from 129p to 17p is not a good sign. I also find it very puzzling why after all the deals we signed around the world it appears very few have come to any fruition. Surely if the product is as good as claimed they would be falling all over themselves to produce porridges, cereal bars etc?

Can anyone realistically see this company succeeding now. I cant see where they go from here. I sincerely hope I m wrong but the evidence would tend to suggest otherwise.
(1) SOH- Initially a very creditable CEO, but looking worse by the day, continued promises of deals round the corner which never materialise. I believe mol has found stuff from 2016-2017 which sounds remarkably similar to the jam tomorrow statements issued in 2021/2022.

(2) 72 Odd deals signed and from that we get H1 Sales of £100,000 odd, from a product which should be groundbreaking.
(3) General shoddy presentation of the packaging and complete lack of awareness of any of optis products among the general public and medical professionals. We have a product that helps lower blood pressure yet nobody outside of opti shareholders seems to have heard of it
(4) EVERY promised breakthrough is either significantly delayed or forgotten about. Will be interesting to see what happens to Apollo.
(5) No acknowledegment of responsibility, every thing that goes wrong is due to external circumstances never mistakes on optis part.
(6) Hiring of new directors which would seem on the face of it to be an excellent idea, but currently is just eroding optis cash pile.

We must be near H1 results update soon?

Mol
I was wondering if you could do some research for me? When i checked the opti share price this morning the numbers were blue instead of red. Do you think the lse website has run out of red ink for opti?

I think it has gone quiet because many long term shareholders have finally got sick of jam tomorrow, bearing in mind we have had variations of that theme since 2015. I also think not exceeding the forecasts of 2.2 earnings for 2021 was a huge blow. My suspicion is that the company is growing far too slowly, especially bearing in mind the extra expenses incurred in bringing new directors in. I recognise that a deal with a big company concerning Sweetbiotix would change things,as would appreciable revenue from India. SOH doesnt help himself with tactics like listing Probioxtix on Aquis, which no one has ever heard of. I think Optibiotix until recently say March 2022 was regarded as a reasonable prospect of short to medium term gain, hence holding the share price at least in high 30s. I would say in current position it is now little more than a punt albeit possibly a very lucrative one. If it drops to 15p I will buy a few more on that basis

The question is will you be investing any of your 180k from bed and breakfast sale into opti, or are you waiting for a new low of 15p

H1 results due about August?

If one does nothing does one get any Probiotix Shares at all and do we get a dividend for holding opti shares?

After the spinoff Opti will still own 85% of Probiotix correct? Therefore if probiotix share does well then opti should rise also?
What was Probiotix contribution to Gross Revenue in the last set of results in numerical and percentage terms?

Understood Lord thanks. The only bit i dont understand now is the dividend in specie, and what it actually means in term of optibiotix holders