Member Info for Andrew7

Hi
For the more knowledgeable among us whats the difference between first and second generation products please?

Feel free to correct me when I m wrong. SOH basic business proposition is to sign deals in different geographical areas and different patents related to OPTI slash Skin. The logic being that this diverse number of deals significantly reduces both the risk and cost. The costs are largely borne by the companies signing the deals. The problem with this strategy being OPTI has little or no control on how or even if the product is bought to the market. If the post regarding 72 deals for 1.5 million revenue is correct then the average revenue per deal is circa £27,000 which quite frankly is pathetic. One argument put forward is that it takes several years to put in place the logistics distribution marketing etc for each deal. Fair enough, but does the current structure encourage optis partners to prevaricate instead of pushing the product? I understand a massive deal with RNS would shoot the share price significantly higher, however where is this deal? Its hinted at, but has been since 2015 so each time the jam tomorrow is dangled it loses a little credibility. On the other hand this share seems to have a resistance around 48-49 pence which makes sense given the fact that revenues have in general grown year on year. Stockopedia rates this share as a speculative sucker, not too encouraging. The market in which optibiotix operates is growing but are opti in the mix or is there product becoming old technology? I dont know, anybody who wishes to enlighten me please go ahead. I suspect at heart the real reason a significant number of people hold this share is that if one just one of those 72 deals does what it says on the tin we are rich men. If holding Opti has taught anybody anything it must be Patience.

I wonder if Hand B would offer porridge franchises might be a handy second income whilst we are waiting for opti to hit two quid a share

The Sept 21 results I was estimating when they will be published as sometimes OPTI are a little later than expected with results. I m off to H and B to get some of that Porridge!

The acid test will be the results announced in Nov/ Dec 21. If the revenue has significantly increased from the Covid affected results then game on.

How many new deals have opti signed in previous 12 months?

No Hindsight required. As several contributors have noted the price has been stuck in a range with one or two exceptions in the last 2 -3 years. Therefore I have traded in and out. My point was the there is a third option in addition to just holding opt I or just holding a company for dividends

Or you could have traded in and out of opti and made considerably more than 27.7%

When are the audited half year accounts due?

When are the audited half year accounts due?

Sunrise in Cornwall tomorrow 5.09 am. In Opti land it is about 4.36 am. Take from that what you will.

Hi eshaitan.

Thank you for clearing that up. I understand that h2 revenues are generally much higher than h1, a trading update will obviously cover h1 so if h1 revenues for the first half of 2020 are significantly better than h1 for 2019 in theory h2 revenues for 2020 should also show a huge jump as more deals come online. Can I ask why you say we pretty much know the results for h2 2019 already?

I have been on Optis website and they have a half yearly report for the half year 31st May 2019, but no full year report which I presume would cover up until 30th November 2019. Is it the full annual report for 2019 which we are expecting next week?

Hi Elrico
Do you know anything further regarding the next trading updates. My understanding is that deals have been signed over multiple platforms and in many different countries over the past 5 or six years. With a particular emphasis on the last 3. The idea being to spread the risk. The issue being that Optis clients bear the cost of manufacture, distribution, marketing etc therefore they control the pace at which optis product is bought to market. With that said over time more and more of Optis partners should be bringing the product to their respective markets, so the next trading update should be significantly higher in terms of revenues than the previous one. Have I understood this correctly. Thank You

When is the trading update due?

When is Optis next trading update due?