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“Just got back and without breaching any commercial confidentiality will try to give a balanced view of the week :- 1. We had just under a week of meetings with a number of corporates. Some of these had put together substantive teams including Senior vice presidents and Vice presidents across a number of their health areas e.g. sweeteners, health and wellness, nutrition. In my experience its unusual to see this amount of high level interest which suggests to me there is serious intent and interest in multiple opportunities 2. Its clear from our discussions that we are global leaders in targeted microbiome modulation and sweet prebiotics/fibres. Whilst I always believed that was the case from the publically available evidence presented in scientific journals and at conferences you do not know for certain, as corporates specialised in an area (e.g. sugars) may be working on something similar themselves in house which is not publically disclosed. 3. I am now more confident then ever of the leading nature of our technology and believe if it continues to progress at pace the opportunity will be greater than initially envisaged. As with all technology development there is always uncertainty and risk but these are now substantially reduced across most of our platforms 4. I believe if the responses from our meetings are a true reflection of corporate intent and we can carefully manage potential conflicts both within a corporate, and between different corporates, in terms of areas of interest there is an opportunity for multiple deals. 5. All in all a good week with a high degree of interest in the microbiome and our technology. This now needs to be turned into tangible deals which hopefully we can disclose to the market.
2011- they shouldn’t have to keep updating fickle investors who sell their shares, if you have done your research you know what’s coming. The market hasn’t woken up to this yet but when they do the increase will be electric. Opti are making the right deals for THEM, not making quick deals so that the share price increases, making a solid business. People can doubt all they want here but we will see what’s coming. I haven’t sold a bean and won’t be doing so!
Is OptiBiotix’s prebiotic fibre a contender to topple sugar’s standing? Https://tinyurl.com/ydenqxwb
No problem, keep the faith, nothing has changed and we are in a stronger position even though the price is not reflecting this. It will come, I do agree with SOH about people e.g tw predicting a big deal has spoilt the share price and without him we would be much higher.
I asked SOH a few questions about the share price, sbtx distribution and marketing, here is a fantastic response: Hi, I am in regular (daily) contact with our brokers and the companies MM’s so an aware of any trends developing. The share price is frustrating but currently largely influenced by traders and MM’s who feed off the movement between the low 60s and mid 70’s. There is also a bit of profit taking from EIS investors within the tax year. It doesn’t concern me greatly because as you rightly point out investors can see sustained progress and value creation across all the platforms. Just think of the last two announcements highlighting the development of a targeted prebiotic which boosts growth for the worlds best selling probiotic (LGG) and the development and human studies of sweet fibres. These are world firsts and have raised both the interest and value of OptiBiotix within the industry. As investors are aware we announced on average a deal per month before Christmas of increasing size with groups like Galenicum and Cereal Ingredients >£100m turnover companies. The share price will follow but is currently not being helped by bloggers and BB’s creating an expectation of a ‘big deal’ which diverts attention and interest away from the sustained scientific and commercial development across the company. I am comfortable a ‘big deal’ will happen (and believe there will be more than 1) based on ongoing discussions but I am sure you can appreciate any speculation on this creates antagonism during discussions with corporate partners. The other point I always reiterate is that having been involved in numerous deals (some over £400m) with corporates they work to a process which they will not rush. We have shareholder approval for the reduction in capital and are now progressing it through the court process as outlined in the EGM circular. This is scheduled to conclude the end of February whereafter we will inform OPTI shareholders about any potential dividend. The RNS on SweetBiotix has ben picked up by a couple of journalists so we should see something in the next few weeks. This just came in as I was responding Https://www.nutraceuticalbusinessreview.com/news/article_page/Promising_results_from_study_show_that_zerocalorie_prebiotic_sweeteners_could_replace_sugar_in_food_and_drink_products/138811
‘industry award winning next generation weight management product’ https://www.nutraceuticalbusinessreview.com/news/article_page/Harness_the_power_of_the_microbiome_for_stressfree_slimming_in_2018/138057/cn152625
2011- I think Risky is trying to show people that within 3 years the share price has multibagged, it has done very well but in the last 18 months I do agree that it has been poor performance and a lot of that is due to TW who keeps predicting prices. However we all know the progress that has been made, I feel next year we will see a difference. If people are not happy with the price they have an option to sell. No one has to stay invested!
Boyzee we are too cheap but hope this changes soon. I asked SOH about the order from the US following Per’s interview, his response was: “There is no requirement for an RNS. We don’t announce every order for LP-LDL or SlimBiome, only significant commercial agreements where we have a long term commitment from a commercial partner. If we announced every order it would inhibit companies, particularly large corporates, from working with us. We believe their is a high likelihood of this order (which is a 5 figure order) turning into a longer term commercial agreement (similar to HLH Biopharma) linked to a US launch of LPLDL in spring of 2018. When that occurs we will make an announcement to the market. Hope that helps. As Per mentioned this part of a process in building up commercial activities and their are lots of discussions taking place in the US, Europe, and Asia and we hope to have announcements on these in the New Year. We try to inform investors of the level of interest in our technology and products (which is substantive) but try to balance this with the necessary caveats on timescales and revenues forecasts to avoid speculation and share ramping. Please feel free to share with investors and pass on my best wishes for a happy christmas and what we hope will be a very prosperous 2018.”
Boyzee - there is no plans for a fund raise unless as you say a opportunity comes up, but there are no plans as Opti is fully funded until end of next year. I can assure you TW is not close to SOH, we have a lot of retail investors and are trading Opti still, this will change soon. Yes the share price has been disappointing but if you have done your research Opti will be profitable next year.