Member Info for elrico

You can't use the phrase "City Analyst" according to TW. It's rubbed him up the wrong way. I believe Riccardo Lowi's expertise is life science, which probably makes him more qualified. ;)

Wolf-of-blowstreet - I was stating you are a Walter Mitty type, and someone that cannot be trusted. Not that I am suggesting for a moment ANYONE (including me) should be trusted on public forums, especially those that hide behind anonymity - At everyone knows who I am. What happened to your predictions a few weeks ago - 70s and 80s soon right!!, while bigging yourself up with big buys then hey presto, trying impressing everyone with a 200k sell....so what went wrong with the 70s and 80s prediction then? Come one Mr Guru, please do share your wisdom with us mere mortals. Reality is, your trade was probably a few hundred quid. These BB's are fully of hindsight traders playing a big I am roll, compensating for something missing in their lives - It's a fact. Every man and his dog could have predicted a pullback after the biggest rise OPTI has seen in a long while. Today is no is different to every other no news Tuesday. You are right, OPTI trading is predictable, which makes you 70s and 80s soon prediction rather odd and demonstrates your real value to these forums. I have no interesting trading OPTI - I'm committed for several years, and have no illusions commercial progress often takes longer than we hope. Those jumping in and out have their strategy, fine - it's well documented 80+% lose money over the year, a fact you may argue against because you is superior to every other trader.....assuming you actually trade at all. Glad to have clarified for you. ;) Now do me a favour - stop baiting me because you have yet to come off the better. History shows you to be a fool!

So, IF true (I doubt it) you have done one of the quickest u-turns I've witnessed, give you 70p and 80p predictions within weeks. OPTI yep, that share ticker is right ;) 23 Feb '18 ignore the share ticker - it's a joke and it's all market manipulation... the Phoenix will rise once again.. anyone who bought below 60p will be in fine shape in circa 3 to 6 months. no brainer indeed: Human taste studies carried out by the Flavour and Sensory Science Centre at England's University of Reading have found that zero-calorie prebiotic sweeteners, developed by OptiBiotix Health are significantly sweeter than other existing sugars and sweeteners diet drinks/food supplements/snacks/ the list goes on and on... and that's just the sweetener side - not the probiotic side nor cholesterol... I said before �1 is looming... hold on tight folks... OPTI :) 13 Feb '18 you'll see.... OPTI cycles... 13 Feb '18 anyone who has been here for the past few years realises that Opti goes in cycles - (this can be a little scary for the initial investor) but the SP also bounces back stronger. at the moment, new investors will come into OPti which is critical - in a short while anyone who bought now will look back and think that this price was a steal... for the long-term investor it is frustrating but the long-term view is �2+ but PHARMA CONTRACTS don't happen overnight - there are lots of commercial activity going on behind the scenes (it's not like selling software...) it takes time but the potential is there for all of us to see OPTI just topped up ?50k 9 Feb '18 if you have spare cash this is the time to buy folks OPTI great price 1 Feb '18 If you managed to top up this week well done - it will pay off in 2018!!! OPTI market manipulation... 31 Jan '18 More importantly for investors, it is also often referred to as 'lightly regulated'. That's because the admission requirements for companies wanting to list on Aim are far less onerous than for the main market, ... this SP will be 80p shortly - this is what happens on the AIM - trading as I do, it's totally laughable as it's so unregulated... this is why you see huge drops and big jumps... OPTI goodwill to all men.... 5 Jan '18 in)..... OPti.. it's coming close to the 70p cycle - this breakout price will happen shortly but the market wants to see more contracts and less hype feeds.. this is coming

No....no RNS yet.

It looks as though we are overlooked quite a big clue from SOH about the online store. He has already said he expects this to be launched in c2 months, as of just over a week ago. In the Proactive interview he was quite clear; He mentioned they will be supplied with products by retailers, which appears to have already been agreed, of course not RNSed. This should indicate the retail setup has been signed off but presumably wrapped up in NDA until product stock launch. I would imagine there will be quite a range of LP-LDL and SlimBiome related products. I have lost track of the number of products from various partnership agreements so far....I think I had a 12, but this will most likely increase at the launch. It was also evident SOH was particular excited with the Fine Foods partnership, no doubt due to the pharma links; he dropped Pfizer and Bayer in there and made the point about dissolvable jells being very important to the pharma sector. The revenues indicator at the top-end was a region of �3-6m, not �6m. This means we have revenues ranging from �2500-500k, �1-1.25m and �3-6m and all for a reducing cash burn of �90k pm. At some point we could do with unravelling the different products and different sectors and regions OPTI currently have signed up. My 12 typo is just that, and plain wrong. Without knowing product details from TATA/SlimBiome, TATA/LPGOS, US unnamed partner, as examples, it is difficult to get a firm grasp on how many products will have LP-LDL & SlimBiome IP in them. So far; HLH X1 PharmaBiota x3 Galenicum x3 Fine Foods x5 CII x2? The regions are wide and varied too. It possible one for late spring. Essentially, we derisk the company with each new products and each territory.

A bit of a correction on my part. AR has took his warrants, TW and another have yet to do so.

Both AR & TW obtained them via the IPO. I believe they will take the warrant up and plan to hold them for the SBTX divi, so unlike the 800k sold to someone, they plan to keep them. It remains to be seen if this be the case.

Only warrants left are TWs and ARs. That's it as far as we know. Source, TW himself.

working link https://twitter.com/LEMMINGINVESTOR/status/969964359551156224

Detailed comment from SOH on Csl & SACCO's increased investment in production capacity by building and additional 3700 sqm and why? https://twitter.com/LEMMINGINVESTOR/status/969952333466566656

Screenshots from the SACCO app, promoting LP-LDL. We shouldn't overlook CSL either, within the app. Both SACCO and CSL have both invested heavily in significantly increasing production capacity. CSL 2200 sqm and SACCO 1500 sqm. https://goo.gl/hzEUS2 Production managers Q&A You are building a new production plant, tell us about it. In March 2017 we started to work on the construction of a new production plant here in Sacco. Why? We have a lot of product demands and we need to increase our production capacity to meet them. How will the new building be structured? The production plant has a 1500sqm surface, of which 750sqm are dedicated to clean rooms with low humidity and controlled temperature. We have state-of-the-art facilities: we will introduce four 50sqm-size freeze-dryers and an automatic robot for the loading, unloading and milling of our products. We are also creating an automatic storage unit at -50�C for our pellets, in order to improve our stock. In the first floor there are other 750 sqm of clean rooms for packaging and mixing areas. How is the construction going on? The production building has been built in 9 months and this incredible record has been achieved thanks to the work of more than 100 people! We foresee the first production in this site to take place by the end of this year. Will you have to expand your workforce? Yes, right now we are 310 people. In the production sites, to optimize our plants� resources, we will introduce more shifts and work 7 days a week in 2018. We clearly need new staff. Do you have other expansion projects planned? At the same time, we are also building a new plant at CSL site in Zelo Buon Persico for the extension of the production. 2200sqm in two floors. In this building there will be the whole new production cycle from the single test tube to the final lyophilized sachet. Both establishments have been designed according to the GMP criteria https://goo.gl/hzEUS2

IMHO there's no rush for topping up. However, if you have the funds to reduce the average entry, it would be foolish not to. If you are a holder of the parent company shares, OPTI, the expected special divi would also prove welcome, as this is very likely to in part, mitigate any paper losses. Of course wait for details on this.

The ability to protect against Staphylococcus aureus infection, (a common skin pathogen whose resistant form, MRSA, is the main cause of Hospital Acquired Infections), is a significant scientific development and big step to realising an opportunity in the very large Healthcare Acquired Infection market. The interims also highlight the company has scaled up lysate production 50X. Lysate scale up which was the biggest development risk in the admission document and whilst this is not industrial scale as yet this is a significant reduction in development risk. SBTX partners have also produced three different formulation options for the cosmetic application; a gel, a cream and a lotion. Again the incorporation of an active in a formulation is another step in the development path. I don't know if like SOH, she drafts the RNS's - it would appear so because of the sciency wording, which to be fair, is difficult to move away from when your area of expertise is, science based. I would imagine, there are serious restriction of what can be said in an RNS. Perhaps the better place to explain in layman terms is proactive or director talk.

Ref payments: payment for ingredients (SlimBiome/LP-LDL) are as invoiced and not released until payment. Royalties for end products will most likely be different.

Ref conflict; this is likely to be multiple companies wanting the product(s) and or territories - while this slows down closing the deal, more importantly, it put's OPTI is a very strong negotiating position.

Several key areas for probiotics were highlighted and Probiotic supplements and infant formula being key. LGG is very important here and recent developments with OPTI OptiBiotic platform has demonstrated the ability to enhance the LGG strain. With DSM already a partners with both Chr Hansen and OPTI, its not a stretch to imagine the OptiBiotic platform becoming the Intel inside the worlds most documented probiotic strain. The signs are there.

As you may be aware, I don't usually agree with Wolf on much. However, look to the historical for this time of year, it has history and usually bounces through March, May was particularly strong last year, no doubt with over exuberance of the knowledge LP-LDL would be launched at Vitafoods expo. This year we may get a longer term sustained recovery, IF as expected, we get more data on SlimBiome/Knighton foods, GoFigure and possibly a much larger retail listings for GoFigure, thought to be Boots. I'm eagerly awaiting the YE commercial update usually posted with the results - this should be very interesting.

eshaitan - There has been plenty of very positive news, some of which is revenue bearing, along with a couple of surprises from across the pond. LP-LDL developing, SlimBiome via CII AND another unknown US partner, which has taken an initial 1/4 ton of SlimBiome, with expectations of an additional 1/2 within weeks. These are significant weights that generate revenues. We also have the Chr Hansen/DSM collaboration, resulting in the LGG enhancement. This is more significant for OptiBiotic platform than the market believes. Many PI do blame TW for the SP decline, including me and I told him so. He promptly sent me to Coventry with a few choice words on SP. He may not agree, but he has been responsible for the cycle of rerate news imminent first muted Easter 2016, then �1+ by Christmas 2016, repeated, Easter 2017 and again Christmas. He built up expectations. I have anecdotal evidence from no fewer than 17, yes, 17 PI whom I communicate with on a regular basis that blame TW's failed predictions, 6 of which have sold and moved on, 3 chase the Bitcoin rainbow and got burnt. It is clear TW expected significant news, news he fully expected would propel the SP in a new direction, this has not come to pass. That said, there has been significant, progressive commercial news, which I believe the market does not fully appreciate. IMHO there is a clear disconnect with commercial developments and the current SP . I'm not suggest TW is fully responsible, but I am suggesting he set the tone with his expectations, and the management are unfairly being held responsible for TW's over exuberance. I'm not suggesting TW is wrong about OPTI, I'm sure he is right, but these multinational partnerships take much longer than any of us expected - I would have expected TW be experienced enough to know this. To be clear, I'm not a TW basher, I like the guy and I like the work he does and I find him to be very ethical and honest and like me, calls a spade a spade. There is a large team in the US all this week, they have meetings with companies they have been negotiating with for 12+, so I would imagine there cold be key developments in the next few weeks. Clearly, the USA has become a hotbed of commercial activity in recent weeks, most of which has been centered around SlimBiome, yet we know SACCO had strong interest for LP-LDL potential partners for dairy products prior to SSW expo, yet we have heard nothing. History dictates radio silence usually signifies a deal is about to drop out of the blue sky, like TATA/LP-GOS. Have the team gone primed and ready to close out LP-LDL partnership? Not a scooby, but I wouldn't rule it out. The SP is a significant disappointment these past 12/18 months, but we must remember, OPTI are merely 8 months into a commercialization phase, so lets just allow them to get on with it and stop SP watching and winding ourselves up to the poin we make rash decisions. Not you personally - generalizing.

No company is valued just on earning, they have assets, tangible or otherwise. OPTI has 3 platform, for example; The OptiBiotic platform has real value for existing probiotics, as demonstrated with Chr Hansen LGG, and what we know of SweetBiotix (�20m+) industry value should be quite significant, even at this early stage. OPTI's IP has real value, which I am sure will be significant as each commercial deal drops in and our 3 platforms becomes the "intel inside" as the wider, dairy, food, beverage, pharma industries recognize the commercial potential OPTI can offer. Commercial contracts as I understand them; Manufacturing agreements Sacco LP-LDL - large global TATA LP-GOS - large Asia TAT SlimBiome - large Asia Nutrilnea LP-LDL - medium EU CII SlimBiome USA medium/large Knighton Foods SlimBiome UK medium/large Products/distribution 2 x TATA/SlimBiome & LP-GOS large CII medium/large Knighton Galenicum (medium) PharamBiota (small) HLH (small) Nutrilnea (medium) Probable collaboration with Chr Hansen/DSM (could be significant) Unknown 2nd US partner for SlimBiome (I imagine the weight being shipped is a telltale sign this could be large). Obviously unknown quantity at this stage, so I account for nil at this stage. SOH has stated he hopes for c10 national type deal, but recent comments seem to be leaning towards larger deals, which could explains why more of these type of deals have not been concluded by now. But let's stick with the lower revenue bearing deals for now. 10x nationals @ �300k pa = �6m 4X larger contracts @ �1.5m pa = �6m e-commerce c10% revenues = c�2.6m (ok that 20% ;) �14.6 X 20 earnings (industry valuation) = �292 market cap FY 2019 Let's be ultra conservative and say, all 3 platforms are worth �20m each (based on SweetBiotix - no commercial agreement), this alone is worth? Edit - we will need official revenues forecasts NOT guesstimates if we are to achieve the above.

Its very telling when your ilk view the SP fall as being vindicated, "proven right." What an odd world you live in. I can easily suggest I am right. Why, I invested at 15p...what an A grade fool I must be. You should be arguing TW is wrong about his predictions of £1 by Christmas. You'd have far more success. Now the 800,000 warrants have found safer hands, I'd be expecting a bounce soon enough. USA is becoming a hotbed of commercial activity. It takes time, but I'm in no rush to retire. Keep up the good work...don't let anyone tell you its not valuable. ;)