Member Info for mol42

Why would this thread header matter?

As noted before

Prebiotics Turnover

2017......191k

2018......514k

2019......347k

2020......702k

2021.....1113k

2022.......433k

2023.......644k

2024.......E1500k

even the E1.5m is a long way short of C4m to b/e

that's why - regardless of what anyone else says on a BB

but especially our CEO and his previous/current pronouncements re prebiotics

we have little hope, in the near future, to achieve anywhere near the turnover required to b/e

so all down to sweetbiotix imo - and even that isn't nailed on

i'm not counting our microbiome modulators to provide any substantial revenue anytime soon

mol

Only news that matters

we are now into second week of august !

mind anyone who has been here for any length of time will realise this is no surprise

tick tock

bw all

mol

Oops meant to add sent to you by Stephen!

jees again and absolutely out of order

mind i pick up more new product releases than even SOH - and post here - lol

mol

Wow - just the news we were waiting on - not

jees

mol

Correct waggy1

mol

Https://www.thelancet.com/journals/landia/article/PIIS2213-8587(24)00194-3/fulltext

mol

KEY PERFORMANCE INDICATORS

Financial

Year to ...........Year to

31 December 31 December

................2023 .......2022

..............£’000..... .£’000

Revenue 644 ......457

Operating Loss (1,695) (2,489)

Profit/(Loss) for the period (2,039) 2,587

Cash as at 31 December 635 ..1,052

During the year to 31 December 2023 the company has achieved a

number of key objectives to build shareholder value, these are laid out

in the Chairman and Chief Executive’s reports – pages 3-9.

Non-financial

The Board recognises the importance of KPI’s in driving appropriate

behaviour and enabling of Group performance. For the year to

31 December 2023 the primary KPI’s were the completion of commercial

agreements and the recovery of turnover to pre COVID levels.

me - hardly a difficult target to hit if based on 347k and didn't hit if based on 702k

taking out probiotics - (jees whatever happened to that string to our bow?)

.................31/12/20.. .......31/12 19

Probiotics 821,126 .............397,831

Functional Fibres* 702,121 ...347,052

The Group intends to review the following non-financial KPI’s going forward:

1. Number of Customers

2. Number of IP and trademark registrations

3. Rate of staff turnover

I'll leave it to the agm to pursue further but not expecting any surprises at same

all resolutions passed etc etc

mol

I'm not recommending an increase in salary at the moment btw

:)

mol

Hi, we have had a lot of great feedback on our low sugar, high protein, high fibre indulgence snack bar. We call it indulgence as its a healthy bar but tastes great. Have a look at this youtube video and decide for yourselves

https://www.youtube.com/watch?v=-6Zh0UsWCd8

from Stephen's linkedin post today

https://www.linkedin.com/posts/stephen-ohara-19862a11_the-perfect-snack-bar-activity-7226511266431803392-4-g5?trk=public_profile

13 views to date - probably staff, me and other shareholders

I also noted the one comment posted to date

hopefully there's only upwards from here

Still summer so still time for Stephen to post that sweetbiotix update as mentioned by him and noted by others here recently though he presumably is concentrating on the AGM this Thursday

on that note here's a recent comment from simply wall street

https://simplywall.st/stocks/gb/pharmaceuticals-biotech/aim-opti/optibiotix-health-shares/news/why-we-think-optibiotix-health-plcs-lonopti-ceo-compensation

and the 5 warnings they mention

OptiBiotix Health Plc (OPTI) Risk Checks

Is their share price liquid and stable?

Highly volatile share price over the past 3 months

Fail

Are revenue and earnings forecast to grow?

Earnings have declined by 19.2% per year over past 5 years

Fail

Do they have meaningful levels of revenue?

Makes less than USD$1m in revenue (£644K)

Fail

Have shareholders been diluted over the past year?

Shareholders have been diluted in the past year

Fail

Do they have a meaningful market capitalization?

Does not have a meaningful market cap (£25M)

Fail

Are there any concerning recent events?

No concerning events detected

Pass

Are they in a good financial position?

They are debt free

Pass

Is their dividend sustainable?

They do not pay a dividend

Pass

Do they have negative shareholders equity?

OPTI does not have negative shareholders equity.

Pass

Are they forecast to achieve profitability?

Whilst currently unprofitable, they have been profitable on average for the past 5 years

Pass

Do they have sufficient financial data available?

At least 3 years of financial data is available

No data

Do they have high quality earnings?

Unprofitable so not applicable

No data

Has there been substantial insider selling in the past 3 months?

No 3 month insider trading information

No data

Have profit margins improved over the past year?

Insufficient data or unprofitable

mol

Slides now available

https://assets.lsegissuerservices.com/original-e0ff5084-8d35-43df-a99e-cad66dc6b0ec.pdf

mol

With an extra extra

https://niemagazine.com/slimbiome-research/

mol

Just noticed - easier read undernoted

https://niemagazine.com/a-new-world-for-weight-management/

mol

Stephen here - pages 38-41 amongst a number of others

https://niemagazine.com/digitaledition/nutrition-industry-executive-august-2024/

mol

Collagen powder back

https://www.myprotein.com/elysium.search?search=leanbiome

and recent reviews for breakfast smoothie very positive

https://www.myprotein.com/sports-nutrition/breakfast-smoothie/13251950.reviews

mol

5 hrs ago

SlimBiome® is a safe, well-tolerated food supplement that offers a healthy, natural approach to support weight management, through similar mechanisms to GLP-1 receptor agonists.

Whilst using different approaches, both SlimBiome® and GLP-1 agonists reduce food cravings by regulating insulin response and promote the feelings of fullness by slowing down stomach emptying. SlimBiome® also contains prebiotic fibres to support the growth of beneficial gut bacteria associated with leanness and overall health and well being.

We understand the demand for scientifically-backed, effective weight management solutions. SlimBiome® is our innovative ingredient that the consumers have been looking for.

and at least this time the image said prebiotics - lol - the power of mol

https://www.linkedin.com/posts/optibiotix-health-plc_optibiotix-slimbiome-gutbacteria-activity-7224375818536300544-w7zB

mol

Updated to reflect recent 1m sale by FYSCF (or their successors)

As at 28 March 2024, the number of shares in issue was 97,943,161.

As at 31 July 2024, significant shareholders that hold more than 3% of the share capital of OptiBiotix Health Plc, and shareholdings of any other directors are detailed below

Stephen O'Hara (Director) 10,212,986 % 10.43

Finance Yorkshire Seedcorn Fund (FYSCF) 4,713,314 % 4.81

Stephen O'Hara holds 6,099,135 shares under Option

Directors' Shareholders

Stephen O'Hara (Director) 10,212,986 10.43

Neil Davidson (Director) 503,000 0.51

Sean Christie (Director) 150,000 0.15

Graham Myers (Director) 125,000 0.13

mol

Maybe we should have a link to same on our online shop in addition to x , facebook and instagram - which are prominently (not) displayed at bottom right of home page

just a suggestion - not on any of them myself

mol

Just thought I'd have a look

https://www.tiktok.com/@optibiotix

albeit we need to dramatically increase following and likes presumably

mind not sure our target audience would be following/using tik tok?

anyone else who knows more about this platform perhaps could offer more welcome insight

mol

Cellan taking on a full time role here

https://probiotixhealth-ir.com/news/archive/2024/290724

So presumably will no longer be involved at Opti

The break with Opti growing apace

mol

Thankfully only a reach release as a complete waste of time and the headline - update on activities and current outlook - jees

I had hoped we had moved on from this type of update - obviously not

Stephen O’Hara, CEO of OptiBiotix Health plc said: “We have made real progress this year in progressing our commercialisation strategy of building sales in major international markets like the USA, China, and India, building our ecommerce channels, and selling more final product. We are pleased to report that in just one day this month (July), we achieved our highest daily sales of SlimBiome® on Amazon UK and our own ecommerce site of over £2,400; with SlimBiome® achieving the No.1 best seller for appetite suppressants on Amazon. We’re excited about the potential of SlimBiome® as a natural alternative or potential adjunct to anti -obesity drugs and are working to increase awareness of the potential opportunities this brings to investors and consumers.”

jees £2,400 in one day on both platforms (our website and online offering still needs updated Stephen - won't cost that much to achieve a more professional user interface) - well glory be I'd describe that as a start and not worth reporting imo -

and the links provided were underwhelming - i've had a look at kerry.com

and from 27 Feb 2024

Continuing discussions with a leading US corporate on launching SlimBiome® in H2 2024. This is a major US corporate and if discussions progress as hoped, this will have a substantive impact on revenues from the US market in the years ahead.

is this the same co referred to today?

In line with its strategy of selling more final product and expanding its interests in the USA, the Company is pleased to announce it has received its first order from a NASDAQ listed USA ecommerce and direct selling company. This is for a tomato soup final product which is expected to be launched in January 2025.

if so why not refer back to same and if not why not say a different co to the one noted in Feb

the obsfuscation continues imo

mol