Member Info for AquaeSulis01

No tweets today so far, hopefully Paul is too busy drafting RNS's

Nothing to do with 31 or Buns Woolworth. Re the take up comment I suspect you refer to : "It is true some agreements have taken far too long to develop beyond an RNS. It is also true small companies like OptiBiotix are easily controlled with gagging orders we have come to learn they are called NDA'S. It is also true some investor and probably the wider market, observers that may be attempting to judge how to value the company on the back of NDA's, or as another OptiBiotix commentator suggests ''another RNS written on Adam Renolds keyboard.'' (It has no numbers).

we can argue a certain Indian company (apparently so fragile they cannot be named) has taken far too long to develop a product (4-year's and counting) and in some ways offers the illusion this is the norm when it is not. (I am on record suggesting the unnamed Indian company is 1/3rd Stephen factors in as failures or may not deliver on the stated agreement). Another one to ponder is the partnership agreement signed with a US pharmaceutical company tasked with adopting a pharmaceutical-grade LP-LDL cholesterol product. It has been a couple of years since the signing and the promise of a six-figure yearly milestone payments were part of the deal.


Stephen was asked about this, as this possibly falls into the second-generation product, so it was worth a probe to see how progress is proceeding, or not as the case maybe?

''Yes. So far so good and the recent IND from Seed for an unrelated product (Daily Synbiotic for IBS) helps. The deal was just for the US and we are now getting interested from other pharmaceutical partners for other territories. This is a high-risk high return opportunity that we have taken largely due to the fact that our pharma partner is paying all the costs, taking all the risk, and paying us milestones along the way.''



The high-risk Stephen speaks of is not a cost OptiBiotix bears because the financial risk is with borne by the partner. The only risk to OptiBiotix is one of disappointment if the partner fails to develop a product. If it is successful, then it will be a huge boost to the coffers, and all to the bottom-line with high percentage royalties the norm for pharmaceutical products"

Need to differentiate between the products; Slimbione already incorporated into sachets and shakes so less issue with take-up, whilst LPLDL is dependent on third parties to incorporate and develop into their own products and takes longer, but in both instances are now already generating significant income on an incrementally accelerating rate

Chance to listen and quiz Stuart on skinbios plans going fwd

https://www.sharesmagazine.co.uk/events/event/shares-investor-evening--webinar-251120

If they don't then their agreement will be revoked; simples

£681,396.00 raised in warrants exercised for the company's coffers including this latest announcement

OptiBiotix Health (OPTI) has emphasised in an announcement on its latest deal to we loyal shareholders, “another step in building brand and product presence in the large North American market"...
The deal is an initial 36 months license and supply agreement for its LPLDL product in Canada and the USA with Genuine Health Inc., a Canadian natural health company that has been formulating natural products for more than 25 years (https://www.genuinehealth.com/en-ca). The agreement includes Genuine's obligation to “submit products containing LPLDL® for cardiovascular and other health claims to Health Canada. The company believes that if registration is successful LPLDL® will be the first probiotic supplement in the Canadian market to obtain a specific health claim for cardiovascular health”.
Tom has some beliefs about his chances with Cheryl Cole and, frustratingly, this latest 'step' by OptiBiotix is revealed in a release using the Adam Reynolds keyboard – the one with no numbers on it. However, with the acceptance that not all deals announced by the company will deliver so the more that are signed the better, this agreement should further boost demand and adds to agreements still in early stages, but now building up to suggest more than £1 million profit possible next year and showing the pathway to the up to £7 million we have already noted potential for within a couple of years.
We have chatted to CEO Steve O'Hara this week and look for more news in the pipeline to boost confidence in forecasts. The shares have recently recovered from below 50p to circa 55p to buy – though that still means a below £50 million market cap. The noted profit potential means we still see significant upside from here – and, targeting a return to comfortably over 100p, our stance remains Buy.

I consider that across all contracts the volume for products at the start of their product life cycle will steadily increase, so yes

I'd settle for the estimate of silver grades prior to assay testing from the Canadian Silver Project where the drill must have finished and the preliminary results known

Must admit I am more focused on the numbers within Opti's gift to control rather than external risks that all companies have to live with. To that end from the end of Jun 20 Results; "In contrast to 2019 where the majority of this income was generated from LPLDL®, both the Functional Fibres (SlimBiome®, OptiBiome®, and WellBiome®), and the Probiotics division (LPLDL®) made roughly equal contributions of £342,734 and £341,858 respectively, with the online store contributing £60,229. As in previous years, there was no substantive contribution from license or royalty payments which tend to be received in the second half of the year, and can greatly influence gross margin. The renegotiation of our contract with Sacco S.r.l., should also help improve margins in H2 2020." Beyond that reporting period we have the mega distribution deal agreed with Pierce Group for the massive China and Hong Kong market for both those products so I for one am optimistic that the financials will surprise the market in the best possible sense

Good point Traintracks, with the pushing out of the FY end date to Dec, and in preparation for having to have the processes in place to do so as a requirement on NASDAQ, no reason at all why the company cannot or will not report quarterly

woolworth, firstly the reference to "pointless questions" concerns asking anyone to determine whether you personally will be in profit by end of Jan as it will depend on your average sp buy-in and the extent of the revenue and profit growth which it is anticipated will be announced in a Jan Trading Statement based on previous years announcements.
Secondly, I welcome both bull and bear opinions supported by valid research, your comments re the state of the post Covid world economy is a valid one but I would suggest Opti with a healthy balance sheet and a set of products in their early growth life cycle is far better placed going forward than industries such as oil & gas which have a product near the end of a life cycle that has been accelerated by recent events. My beef with your comments are not the content but the fact you keep regurgitating the same thing over and over again.
On a positive note, great link in your so far zilch email, keep the new info and comments coming

woolworth, you either trust the Board and believe in the integrity of Neil when he sas that "every product is in profit" or you don't. If you don't then sell up and get the hell out of it, but if you do then stop asking pointless questions of fellow pis!

Jjust a great investment buy in opportunity with the shares set to climb longer term and getting paid a dividend for the privilege of leaving your money in situ in the interim so win/win. Neatly summed up in The Times,;
"Short-term pain trumped long-term gain yesterday as investors reacted badly to news that Sage would plough more money into expanding its cloud-based business, squeezing its profit margins next year.
Shares in the FTSE 100 accountancy software group fell by 91p, or 13.4 per cent, to 588¾p after Steve Hare, its chief executive, said that Sage planned to invest an extra £50 million to £60 million in research, development, sales and marketing to grow the business and improve the functions it offered across accounting, payroll and human resources."

Interesting Mining Rules to overcome in DRC to acquire a production licence.
https://thelawreviews.co.uk/edition/the-mining-law-review-edition-9/1234659/democratic-republic-of-the-congo

Companies that wish to develop mining activities in the DRC are required either to incorporate a Congolese company or to elect domicile with a 'mining agent' as a condition of eligibility to obtain an exploitation permit. In addition, to be eligible for a mining permit, companies are obliged to either form a joint venture with a state-owned company (such as Gécamines) that already holds the necessary permits, or freely assign a mandatory 10 per cent stake of its share capital to the DRC.

Me too Morbox, make a habit of day trading on news and I expected this to open up by minimum 5% so couldn't believe the initial 10% drop

Sage has beaten analyst expectations; hold firm

https://www.proactiveinvestors.co.uk/companies/news/934415/sage-group-finals-bring-focus-on-britain-s-smes-during-the-pandemic-934415.html

I am a Pow investor, but Paul in today's short podcast makes it clear what a major step forward this drill is for both Power and katoro

https://twitter.com/PowerMetRes/status/1329418615804706827?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet

So if it is not Seed Health doesn't this break the exclusivity agreement outlined below?
"The agreement grants The Company an exclusive license in return for it taking responsibility for all development, pre-clinical and human clinical testing, regulatory filings and approvals, product manufacture, marketing, and product sales in the US Therapeutics market. OptiBiotix will be responsible for the manufacture of its Lactobacillus plantarum strain to pharmaceutical drug standards. The Company has an option, conditional on certain development milestones and further payments, to obtain a worldwide license (excluding India and Pakistan) under the same conditions."

From the 2018 Final results "Exclusive agreement with a US company for the development of LPLDL® as a drug product with a six figure milestone payments at signing and at two subsequent conditional milestones, amounts totalling a seven-figure sum"

Is this likely to be Seed and does the subsequent announcement that;
"The validation of LPLDL® pharmaceutical GMP manufacture is a significant step in the development of LPLDL® as a pharmaceutical drug product. OptiBiotix Health plc (AIM: OPTI), a life sciences business developing compounds to tackle obesity, high cholesterol and diabetes notes that one of its partners, Seed Health ("Seed"), has received FDA authorisation for an Investigational New Drug ("IND") application for DS-01™, a broad spectrum multi-species, multi-strain probiotic which contains OptiBiotix's Lactobacillus plantarum LPLDL® " mean that further large milestone payments will have been triggered?

On the weather front rain and above freezing so hopefully all good

https://www.yr.no/place/Canada/British_Columbia/Hope/