RE: semi annual 2017 revenues 74.90k.14 Sep 2017 17:29
Wolf - I'm going to assume you have been at this investment malarkey more than 2.5 years - 33 for me.
Without wishing to be patronising, you appear to make a few basic errors when evaluating OPTI's value and potential.
First, you ignore the obvious transition period the company is currently in - namely moving from R&D to commercial phase on, no not one, two, three, but multiple fronts and all have multiple revenue streams.
You ignore the value of OPTI IP. It has real value. I point you to Chr Hansen and ask you to look at what it paid for a single probiotic strain, which, though has already developed revenues, it is INFERIOR and nowhere near as diverse at OPTI's LP-LDL strain. Now I ask you how many strains OPTI has and what they do? By the way, the LDD strain cost more than the whole market cap of OPTI. More on this here https://goo.gl/LNuxbh
Business strategy....do you understand it? It appears not. Here, let me point you to a very well written article on the subject. You'll love it ;) https://goo.gl/UGF3em
Investors in OPTI have a unique chance to broaden their investment portfolio in the human biome, they already have free SBTX (yet to be distributed) and will in a few months have shares in SweetBiotix post IPO, expected next year. https://goo.gl/5PQohW
It is very shortsighted of people to compare a company born just 3.5 years ago, open a world of new innovative science where expectations would have for failure in some capacity within its chosen fields of expertise would have been very high, but failed they never; skin, sugars, cholesterol and weight management, not to mention the scientific platforms, yet none of these failed - weight management is commercially viable through GoFigure brand, Tata/SlimBiome soon, LP-LDL/TATA, a bonus and probably SweetBiotix to follow and SweetBiotix, though no commercial products as yet, it will spin out soon. LP-LDL has c12 variants - LPGOS will be in full commercial production sometime in December 2017. LP-LDL has a raft of announcement post Vitafoods waiting to be signed-off now SACCO are back from their summer holidays.
We also know several US based companies have, via SACCO shown and eagerness to adopt OPTI IP into their products. News of these could be any time around late September when OPTI share a stand with SACCO.
The market looks forward, now we are preoccupied with a seller in an illiquid stock which has a dramatic effect on the SP. When revenues become clearer, this will be reversed in short order.
OPTI's PLC costs a mere 95k pm. Once revenues feed into the company, they will go straight to the bottomline. Some peeps won't see any of the above, you are clearly one, but hey, that's what makes a market and spotting the OPTI's of this world are no easy, so I don't blame you.
Good luck.