Jumbo jet28 Apr 2018 22:32
A repost of Dalestar’s excellent post from the LSE bb last year.
Is the jumbo jet about to take off?
Having spent a number of years working in FMCG for Procter & Gamble, I didn't put my hard-earned in here to make a few quid from the first product in what looks to be developing as a massive portfolio of products suitable for addition to an vast range of products, many of which are currently unimaginable. For perspective, there are over 100 food and beverage producing companies in the UK and Ireland with turnovers of £100m or more. There are probably 1000 in the USA, and 10s of thousands around the world. Opti is not just producing a new yoghurt, or a new flavour, it is developing a whole new category of much-needed food and drink products which will have a lasting beneficial effect on the health of billions of people. Of course, distributors will be required, more-so than individual producers. Who in their right mind would allow a single company to gain exclusive use of a product capable of being licensed to 100s? Why would you put eggs as valuable as these in one basket? Think of any major food producer and you will recognise an opportunity to place OPTI products inside their tins, packets and bottles. "OPTI inside" will, in time, become as ubiquitous as "Intel Inside". Opti products offer huge differentiation to thousands of producers, all of whom spend millions advertising small changes in formulation or packaging and for whom there is genuinely little actual product difference.
OPTI is a game changer. Getting started may be the equivalent of kick-starting a jumbo jet, but once it starts to roll down the runway it will eventually climb like an F15 on steroids.
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