Member Info for elrico

Boyzee - Isn't inside if that's your thinking. It stands to reason. The period in question (I could be missing something). IMHO we will only have GoFigure sales to a small number of retail stores and online outlets, my guess is under �35k pm. HLH Biopharma should be the only one of the 13 commercial agreements to be generating modest revenues, even those will be as of Mid July, c10-12 weeks and that depends on the account policy. We may have 1-2 license fee's. All the commercial deals will come on stream over the weeks and months, they will not generate revenues immediately. Gallenicum is a good example; I think they were announced October 2017, their range of Stop&Go will not be available until H2 this year. We need to be realistic in out expectations. Look at the commercial footprint of Gallenicum - in launches in Americas, Middle East and EU; this take planning and of course you need to have the stock ahead of the launch. HLH and possibly PharmaBiota were the quickest off the mark, even so, I don't think the latter will add to the coffers in the period in question. SEED will be the quickest to add to the coffers because they launch next month....assuming there isn't another Hollywood drama like we have already witnessed. I don't agree the market cap is high. Anyone using this argument now for forward valuation know nothing of the benchmark to which OPTI valued. I would point to Chr Hansens v LGG strain (single), OPTI have 8 and gaining in value with each commercial deal and all without SweetBiotix commercialised yet. Even so, industry value suggest �20+m.

Traders will do what they do worse; more fool them. If any of them are expecting revenue guidance, then they have bought themselves a pup. I have said before, the very earliest SOH will venture these will be at the interim stage; more likely 12 months from now. The risks are just to great. 1: BOD will not want to guess sales volumes for new products in a new market with new science 2: Risk being at the mercy of partner product ETA slippage 3: Any official guidance falling 20% guidance would result in a profit warning 4: Longer term effect of said profits warning would be far worse than waiting another 12 months Seed will result in much earlier revenues from SACCO, distribution and royalties. They also have plans for a male probiotic. I would imagine traders have taken some funds off the table ahead of results. Key for me is remaining cash, anything over �1m will be a huge plus. The big hope is a dynamic forward looking statement and commercial update. IMHO there is room for SOH to push through a more bullish statement, above and beyond YE break even, to one of profitable within the current year. He would need to offer numbers; that could be enough for those seated on the sidelines peering over the fence wondering if the grass is lush? US will not be so aware as we, because non of the partnerships have been with PLC's. However, given Peter Thiel's record for investing in new technologies, I wouldn't surprise to see him sniff around OPTI. I'd be very disappointed if he didn't.

It's definitely a buy, which has not been completely filled. Most ADV FN PI will be aware it's Parsnip. He usually tips me the wink ahead of the trade and price. No Walter Mitty hindsight trades with Parsnip. He's a stand-up honest chap.

Roger - the "jerk" isn't the problem, it's seemingly never ending traps people were falling into by replying to the constant on-liners, this in turn ruined the BB for me. I have no issue with a bear case; using Michaelmouse as an example, he unwittingly opened up new doors with a new OPTI flip chart full of facts for us on the other side. Like you, I'm looking at OPTI and it's sister companies (3 poss 4) for my retirement. I'm a young 54 years, so I have plenty of time for my investment to mature with the company. I have the patience for it.

Hi peeps - I only said I had no intention on posting on the other ADV FN while it is overrun with mindless drivel while the focus is to trash the BB. My feed was a sea of filtered posts. I even found myself filtering OPTI some PI's, so I concluded there isn't much point being there. I appreciate the kind word and the messages - appreciation is a rare commodity.

Verulanium - Firstly, welcome. GoFigure taste/texture is a like music tastes....subjective. However, Christina has identified area's for improvement, thus reformulation just one of many area's of change. This has had a positive consequence; it has opened up new markets for baked goods, etc. SweetBiotix - Natural high intensity sweeteners with improved flavour profile and microbiome modulating functionality. Human studies (announced 11 July 2017) have demonstrated these have a good flavour profile and sweetness of between 140X and 223X of sucrose at equivalent concentrations. From an older update, it was also confirmed no texture feel change, which is of course extremely important to existing well known brands. The last thing you want is an established brand going through a texture/taste change; it could have a negative impact on sales. It's also important to note, SweetBiotix sweetness can be manipulate according to taste. It can also improve Stavia, if my memory is correct. SweetBiotix also has been developed as potential bulk sugar replacements which are not digested in the human gut, and hence calorie free, a new significant development the market has not realised. It remains to be seen if the sugar tax is a bad idea. One thing's for sure, the government needed to appear to be doing something. Treating obesity costs more than the combines fire service, police and judicial services.

https://tinyurl.com/yc6dsvmj

The market is missing a significant NEW development with today's announcement. As well as OTC products, AKUMS has the option to take OPTI LP-LDL IP down the pharma route. Given OPTI platform is pharma based and phase 3 ready, this save 6-8 years R&D saving millions in the process. It's no coincidence these last 3 commercial agreements have been with pharma companies with a who's who client list within the pharma industry.

No. TATA/SlimBiome & LPGOS.

I doubt anyone with sound mind will argue OPTI is not a "long term game" it after all only 12 months into it's commercial venture, with 12 agreements during this period, all of which come on stream at various points and growing in size. There is much more to come and drops to the bottom-line. It won't be too long before OPTI's IP is used by big pharma's. The beauty here is phase 3 is essentially fast-tracked, saving any pharma partner millions in R&D/trials, c6-8 years and more chance of passing phase 3....all major pluses.

Leaving TW aside....OPTI is not biotech, simply comparing the sectors is plain wrong. Biotech is not only a completely different sector it take many years and huge cash piles to get a whiff of revenues from early inception of a products. OPTI, though pharma based science, is GRAS read OTC products, but built on pharma science, thus phase 3 ready. In short, 6-8 years ahead of a biotech company.

Dave - you seem very confused. You advocate going short, but your opinion is "strong buy." Let us know your short entry price and size. We've had a few hindsight traders of late. Good luck ;) PS: TW bashers are ten a penny.

Avoid then, simple isn't it!

PS the copy has resulted in �s appearing where - should have been.

revolution - I think you raise a valid point. I have raised this issue before, but more in terms of how or if the weight management side of things progress by incorporating SweetBiotix rather than natural sugars, which the flapjack bars have. I'm guess this will be a natural progression as the product-line evolves, more so where fruit based snacks not built on the back of fruits.

This is an ongoing debate within the Food Industry where a lot of companies would prefer a better breakdown of sugars rather than percentage in final product. For example, splitting out natural occurring sugars such as those found in fruits and vegetables compared to highly refined sugars used widely in processed and manufactured foods as cheap bulking agents or ways of boosting flavour. (strawberries are so much nicer with a sprinkle of caster sugar on them). You also have to take into account the glycaemic index (GI) of these sugars. The Glycemic Index (GI) is a relative ranking of carbohydrate in foods according to how they affect blood glucose levels. Carbohydrates with a low GI value (55 or less) are more slowly digested, absorbed and metabolised and cause a lower and slower rise in blood glucose and, therefore insulin levels. In the cranberry bars, we are using oats as the base for the flapjack with dates, sultanas, cranberries and coconut chip. We do not add any additional or refined sugar � these are coming from the fruits. Another consideration when looking at the sugar percentage is that any naturally occurring sugars in the fresh fruit (normally 7 � 10%) are concentrated when dried down to typically 15 � 20% . On the one hand the Government is encouraging us to eat more fruit and vegetables but when we remove the water to make them easier to use in applications they take the concentrated levels into account. This is also true for the shakes where we are using dehydrated fruit and vegetable powders at 5% moisture so their sugar content would appear to be up around 60% but once you add water to these powders, the product as eaten has a much lower percentage nearer to 7%. We could reduce the sugars further by removing dates but these are so good for the digestion They are cholesterol-free and very low in fat. Plus they're energy boosters, making them a suitable snack for the health-conscious. Also, they're rich in vitamins B1, B2, B3, B5, A1 and C, proteins, dietary fiber, iron (11 percent), potassium (16 percent), calcium, manganese, copper, and magnesium. They also have a GI of around 35 � 50 depending on crop.

Thanks dactions. Unfortunately, I have never had the pleasure on meeting any of the BOD in person. My communications have been by email or phone. One of the reasons for the number of articles I have done on OPTI, is mainly due to the huge diverse opportunities, across several health sectors, all creating multiple revenues streams, and all pretty much de-risked with commercial agreements or impending commercial agreement. And of course, all underpinned by independently verified science. All we have to do as investors (because we have already made the choice) is be patient. We have all made mistakes, anyone saying otherwise is either a liar or just starting out. The trick is learning from them, and greater still, know ones self. Emotions can force you into a mistake. Apologies if this sound patronising.

If it's good enough for *************, it should be good enough for you rabble. :) It appears TW has used a large section of my article for his update, with a 120p target for summer. Yes, summer, not easter or Christmas. :) https://twitter.com/LEMMINGINVESTOR/status/989841331177512961

Knighton manufacture the weight needed, the profit from this supply to CC is shared between OPTI and Knighton on a 50/50 basis, so no there is NOT COST to OPTI. Specific to CC - I asked for clarity last night because a couple of the para's seem to contradicts. SOH; CC have a non exclusive for the UK but have customers in EU, SA, and US etc. We build into any agreement the opportunity for any distributor to extend into new territories on a named customer basis. So if they came to us with a major retailer we would look to agree term on a named customer basis for that territory. This gives us maximum commercial scope without limiting further agreements in other territories.

Brief exchange with SOH this morning to confirm I have the revenues, partner size and revenues group about right. https://twitter.com/LEMMINGINVESTOR/status/989119508660015105