Member Info for elrico

I have tweaked the initial waffle I posted on the blog late last night to incorporate today's key strategic step.
https://lemminginvestors.blogspot.com/2020/04/optibiotix-health-walk-before-you-run.html

I think you mean OptiBiome. Consumers are more and more looking for differentiators, be them healthy food or skin cream. OptiBiotix products all have a ket differentiator inside. Nestle has the household brand as a key advantage, but over time OPTI's brands will gain market awareness with each deal. OptiPharma will speed this process up in their territories. Sooner or later the likes of Nestle will be forced to act. The question will be when it does, how does it react? OPTI inside or a more aggressive approach?

OPTI SP held up nicely today, the question for tomorrow is how to the MMs approach this? If they have orders coming in will the drop the SP to flush the lemmings or will the take it up first? I wouldn't a seller (yeah I know...yo're all shocked :) because I strongly suspect business has not concluded and there may well be one or two more to conclude before the FY reporting.

I suspect the market may just be beginning to grasp today's partnership is going to be a much faster route to market, thus much quicker revenues...why this is NOT explained in the RNS is baffling? Surely, the NOMAD has not prevented factual info from being incorporated into an RNS of this magnitude?

https://lemminginvestors.blogspot.com/

Shandy, did we get there....in the end? :)

FY results in a few weeks, we can start all over again. :)

For sure, we need a good indicator for the receipts/invoices post FY ending November. The indications are 2.5+ H1 2019 even with a very poor December...I think that was as of January, so we have the bulk of H&B, Agropur and Alphasigma. Seed continue with sales of $1m pm, though no figure for OPTI royalties, I would guesstimate c5-7%. I think there were a couple of India launches in December also.

If H&B add to their portfolio of 3 products, that would be a very good indicator for sales. Currently, SOH is saying sales are good, but how good? If there are no additions to the product portfolio, then I would say not as good he thinks. I say this because SlimBiome has a growing portfolio and can be used in a large range of products, so lets see some creative goodies beyond what we already have.

I am really frustrated there isn't a porridge (on its way apparently) or cereal with SlimBiome yet. I can abide muesli rabbit food.

Yes, I am moody being stuck in 4 walls for 2 weeks and now extended due to the lock-down. :(

Perhaps we should rename the Spanish flu, the USA flu? Lets call a spade a spade and put this PC BS to bed. It wouldn't matter what it was called, there will always be bigots in the world, and they don't need excuses for the vile, perverse behaviour.

NEW Chat with Stuart Ashman just gone live https://lemminginvestors.blogspot.com/2020/03/skinbiotherapeutics-chat-with-ceo.html

I refer back to my original point, which I queried and answered by SOH. The same was posted on in response to TW comment on his site. I find it odd he didn't question it. No matter, all change in a few weeks.

Here's how TW came to a similar figure to me;

Cash which at the period end was £687,000, add back in trade receivables, knock off creditors, add in VAT and R&D tax credit reclaims and you get to a current asset number of £1.394 million (up on H1) and net current assets of c£1.1 million.

hTTp://www.naturalpharmacybusiness.com/imag/npbapril2020/

Fred, page 38

My mindset was similar to yours, I have since changed, simply because dying on the front isn't contagious.

On a more serious note, I would like the Oxford study - model to be true. If true, this would be exceptionally good news for the UK.

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https://www.ft.com/content/5ff6469a-6dd8-11ea-89df-41bea055720b

The new coronavirus may already have infected far more people in the UK than scientists had previously estimated — perhaps as much as half the population — according to modelling by researchers at the University of Oxford.

If the results are confirmed, they imply that fewer than one in a thousand of those infected with Covid-19 become ill enough to need hospital treatment, said Sunetra Gupta, professor of theoretical epidemiology, who led the study. The vast majority develop very mild symptoms or none at all.

“We need immediately to begin large-scale serological surveys — antibody testing — to assess what stage of the epidemic we are in now,” she said.

https://www.ft.com/content/5ff6469a-6dd8-11ea-89df-41bea055720b

H&B advertorial
https://twitter.com/online_antz/status/1242418147367550976

Important commercial promo :)

https://twitter.com/LEMMINGINVESTOR/status/1242537905291132928

Important commercial promo :)

hTTps://twitter.com/LEMMINGINVESTOR/status/1242537905291132928

Seed plug via a different A-List celeb. Found by AJS

Goop (Gwyneth Paltrow's company) has their 'Senior Director of Science and Research (a BS in nutrition from UC Berkeley, a PhD in nutritional biochemistry from MIT) nicely promote SEED as an option for Gastro/Microbiome health today

I like this bit of her answer;

'...A clinical study demonstrated that the strain of L. plantarum (in other words LP-LDL) in Daily Synbiotic can help maintain healthy blood cholesterol levels.'

Goop has a decent following, Instagram followers 1.4m.

https://goop.com/wellness/health/should-i-take-probiotics/

Shandy, I have always made clear I am no accountant, so when I do comments as I have you can be assured I have checked. SOH confirmed the text explanation at the time. Why drag it up now!

Today's update covers the possible NASDAQ dual listing and analysis in favour of it.

https://lemminginvestors.blogspot.com/2020/03/optibiotix-health-extensor-expands.html

#OPTI signs its first large commercial agreement for
@SlimBiomeMed
with Prosperous, which gives
@OptiBiotix
access to over 165m people, 100m in Egypt alone, a country with the highest level of the obese population.
https://twitter.com/LEMMINGINVESTOR/status/1239887840332390402

Simple, Lloyds banking has been in a tight range for years, hardly any growth. ..and soon to be hit with another banking crisis.

Meanwhile, OPTI goes from strength to strength. Don't allow the SP to confuse you with company progress, these are not the same.
New article on OPTI - Profitability going forward.
https://lemminginvestors.blogspot.com/

Fair comments. For the moment, I think OPTI needs to build brand awareness through partnerships like H&B BEFORE throwing money at marketing, which could force the company into selling more SBTX or missout on further retail launches. IMHO, OPTI is c2 years away from serious marketing for its OWN Brands, which it could take a hit on margins because they are so high, c triple partner retail margins.