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Surely - do you not understand the commercialisation process started in May 17 and the results are up to November 17. 6 months into the commercialisation period. SOH has said they will break even this year. Some payments are paid at different times e.g 6 monthly. You haven’t done your research and you come here and post rubbish.
Guys you have to remember when deals are signed the products do not go on sale straight away, an example of this is the Galenicum deal, deal signed Oct 2017, products on sale second part of 2018. Revenues won’t be huge but as 2011 says the forward statement, should be very strong.
Remember we have an agreement with Bened and our own developments in the Optibiome range which hopefully should know more about soon: Http://www.bbc.co.uk/news/health-43815370
‘Sugar-free alternative sweetens drinks tax for shoppers’ https://tinyurl.com/ybjqxmot
A lot of investors are missing key points here. See article below regarding Tata. I am sure this was posted before but good reminder: It highlights the strategic intent of Tata to develop new GOS and FOS as part of their growing Nutritional solutions business and their sanctioning of a commercial scale manufacturing unit for GOS and FOS in 2017. Https://tinyurl.com/ybnqm5s4 Then look at this one: Nutritional Solutions FY 2016-17 was the second full year of operations of the greenfield proof-of-concept manufacturing unit at Sriperumbudur, near Chennai. During the year, the unit produced several grades of Fructo-oligosaccharides (FOS) and FOS based formulations and sold a total of 680 tonnes of FOS across India. Although a new product, it garnered wide acceptance as a prebiotic healthy sweetener for categories such as dairy, bakery and confectionery. Based on market requirements and formulation capabilities, the Company has introduced new variants of healthier and natural sweeteners that are alternatives to cane sugar for both institutional and retail segments. Additionally, at the request of key customers and to leverage synergies with company manufactured products and formulations, complementary products were added to the product portfolio. In FY 2016-17, the business achieved a sales turnover of Rs, 26.95 crore against Rs, 8.10 crore during the previous year. During the year, the Board has sanctioned an investment of Rs, 270 crore for a Greenfield commercial-scale manufacturing unit for FOS and Galacto Oligosaccharide (GOS) at Nellore district in Andhra Pradesh. The Company has also initiated research at Yale University to clinically understand the mechanisms and pathways through which FOS and GOS improves human health. Https://www.goodreturns.in/company/tata-chemicals/director-report.html Join the dots! Our time will come!
This is what people wanted, when things go quiet people think there is something wrong. Opti share price has fallen due to this. Did you miss this; “Late stage discussion are currently ongoing with three supermarkets.”
2011 - this was in the interims last year. “To support this commercial scale up, Christina Wood has taken over the role of Managing Director of THWLC with Max Tomlinson focusing more on product development as Director of Nutrition. We see the continued integration of THWLC into OptiBiotix including utilisation of its online platform and commercial relationships as part of a natural evolution of both companies.”
Excellent news. I asked asked SOH more direct questions and another great response below: “You can share with investors that after our discussion in the US and in Europe last week I believe we are likely to have more than 1 deal. This creates complexity in negotiations as we try to reach separate agreements for different application areas (dairy, cereal, breaded products) but will multiply up the opportunity. We of course can’t guarantee anything but on the basis of current discussions I would be disappointed if we didn’t get more than 1 deal. Investors should also be aware that the recent research note from Capital networks points to significant stock price upside over the coming months with an forecast share price in the region of 132p. Whilst this is paid for research the analyst is an ex Credit Suisse analyst with a good industry reputation. As further reassurance for shareholders we have just heard that both our LP-LDL and SlimBiome products have been shortlisted for a major European food industry award. The final will take place at Vitafoods in Geneva in May one of the worlds leading trade fairs for the food and drinks industry attended by over 16,000 industry decision makers. These awards are industry recognistion of the innovation in our products and bring us to the attention of a global audience which will hopefully leads to more deals in more territories.”
£5-£10m in the forthcoming years giving valuations for each division of £50 to £100m. Most investors will have seen from the recent RNS’s the gradual evolution from small privately owned pharma companies to larger >£100m revenue companies like Cereal Ingredients and Gallenicum. We will continue on this path as it reduces the dependency on one or two big deals but has to be negotiated carefully so as not to exclude the global opportunity. 7. Given we are in a new space with new partners we believe providing revenue forecasts is high risk until we have completed our commercial transition. However, we have often provided guidance on likely deal contributions. 8. Typical commercial deals should generate annual revenue in the £250,000 - £500,000 range for smaller privately owned companies with deals with companies with >£100m revenues typically worth £750k-£1.25m pa. We would also anticipate larger deals in the multi-million range with global corporates and large retailers. 9. On AIM their is often a disconnect between the scale of opportunity and the share price which can often be artificially manipulated (higher or lower) with a number of trades. However, as outlined in my proactive interview investors should be able to see that we are building commercial momentum across all our platforms, starting with the smaller deals with pharma groups which are quicker to execute and building into larger deals with the likes of Cereal Ingredients, Gallenicum, and Fine Foods. We anticipate this trend will continue interspersed with a number of corporate and retail deals.”
People are over reacting here when there is nothing wrong. I wrote to SOH, his response: “The current share price fluctuations are part of a trend we have seen a few times over the last 12 months where market makers and some traders selectively pick out a couple of areas to panic/concern investors to put download pressure on the price. History tells us that the price typically bounces back as the fundamentals on which the business has been built have not changes. These are:- 1. We are leading the field in the microbiome space, a market growing at 22.3% per year, and described by health experts as ‘healthcare’s most promising and lucrative frontier’. Our recent corporate visits to the US and across Europe added further reassurance to our belief that we have world leading technology which is exciting the interest of major corporates. 2. The company has been built on four platforms: SkinBiotherapeutics (of which OptiBiotix owns 42%), OptiBiome (of which SlimBiome is one product), Optiscreen (where we have launched LP-LDL) and OptIBiotics (which includes our microbiome modulators). These diversify investor risk and create multiple opportunities across major markets. We believe we are unique in capturing such a wide breadth of opportunities in the microbiome space. 3. In the last 3 years we have created new science, tested it in the laboratory, and then performed clinical studies, so we can be assured we have safe and effective products. Our products have won international awards and we have won awards for best science at major scientific events in both 2017 and 2018. This demonstrates the leading nature of both our science and products. We now have world leading key opinion leaders presenting our science for us which creates corporate interest. This is all part of building a strong and valuable business. 4. Our strategy has been clearly defined from the beginning: develop the science, strike joint development deals with global partners, prove the science in humans studies, and then strike deals with manufacturers, formulators, and distributors to commercialise the products. This is a track I have gone down many times and builds true value. 5. We have struck deals with major corporate partners such as Tata (x2) and DSM (the worlds largest ingredient supplier) to either manufacture product on a global scale or develop applications for themselves consistnet with our JV and JDA strategy. We are bound by confidentiality not to disclose the launch plans of these companies as we are the ’intel inside’ and not the product owner. 6. We are rapidly transitioning from a product development company to the commercial stage of the companies development. This started in Europe in May 2017 and USA in late September. Since then we have been developing a rich deal pipeline which we believe will build into significant revenues over time. We would hope to see each divisions building revenues of between £
I think you all need to realise that the results will be until the end of November. You are all putting too much hope on huge revenues when they only started commercialisation in May! Share price is very low and being played by MMs and shorters, don’t be fooled and scared into selling. Nothing has changed and we are stronger than ever with more announcements coming!
Well said Elric, wolf street you are an absolute joke, how many times have I now caught you out? You have no clue and as I said your trades have never ever shown. Stop acting like a big man posting after the prices go up and down and get off the forum!
Haha the biggest bullsh**** on the forum, wolfstreet stop posting your rubbish, you have been doing this for years and none of your “trades” have ever shown! All you do is post when low and say you bought then post when it goes up and say you sold. No one believes you!