Member Info for TotalWealth

Asking Google the question about Dr Morepen and Lightlife, this is the current answer and information on it:-

Dr. Morepen LightLife is gaining traction in India as a weight management product, targeting a large market, but it's not yet a "big seller" in the traditional sense. While Dr. Morepen is a well-known brand with a strong distribution network, the LightLife product is relatively new and being promoted through various channels, including D2C and retail.

Here's a more detailed look:

Market Potential:

Dr. Morepen estimates the target market for LightLife in India to be approximately 197 million adults. This suggests a significant opportunity for growth, but the product is still finding its footing.

Distribution:

Dr. Morepen has a strong presence in Indian pharmacies, with direct access to over 200,000 and indirect access to another 300,000. They are also expanding online through D2C channels.

Promotion:

Dr. Morepen is using a multi-pronged approach to promote LightLife, including social media, print, Instagram, and influencers.

Revenue Targets:

Dr. Morepen has set a target of Rs 100 crore in revenue over the next three years from LightLife. While this is ambitious, it indicates the company's confidence in the product's potential.

Competition:

The Indian weight management market is large and competitive, with established players and new entrants vying for share. Dr. Morepen's LightLife is entering this market with a focus on a scientific approach to weight loss and a comprehensive wellness program.

A very interesting article. It doesn't mention Dr Morepen by name (PR again?), but lays bare the obesity problem in India calling it now a "ticking time-bomb". it's to be hoped on the back of this that Morepen pushes our product even harder.

We're on the right track.

https://www.bbc.co.uk/news/articles/czjnd4rzmglo

Agreed, great article, but as usual our PR is totally awful. When oh when is SOH and the board going to consider much more promotion? We have some excellent products, Slimbiome is first-class and proven, and yet how many in the UK are aware of it and use it?

Our "PR" company need removing forthwith. I could do a far better job at promoting OPTI and it's products on my own.

Fair points Aquae - but with Slimfast floundering it leaves us with maybe less competition. Weight Watchers has long been past it's sell-by date anyway as it's old hat now and needs physical presence at the meetings. The Morepen app based help is far more modern day.

Also Slimfast didn't have the quality and proven products like Slimbiome. The weight-loss jabs are getting a lot of bad press in certain quarters and once the fad for instant gratification is passed I think people will hook back on to a slower but natural way of appetite suppression.

Agree with yo0u Lordloadsoflolly. There's plenty of ammo left in the tank here - new deals on the way according to SOH, Morepen and Nouri looking excellent going forward as well. Fundamentally a steal.

I urge everyone who is a member to listen to the Tom Winnifrith bearcast this morning, suggesting that SBTX launch a bid for OPTI in due course. I think Tom has set the bar a bit low, but a fascinating listen and makes 100% sense.

Bottomzup - agree 100% with your views there.

If you think about it, SOH has played an utter blinder with the Morepen/Nouri deals. Of course, nobody saw the extent of the tariffs coming, or the levels, but they don't affect OPTI at all, both the Morepen and Nouri products are manufactured in their respective countries so won't attract any extra tariffs. The domestic stuff of course won't either, not 100% sure about the intricases of the deal selling Slimbiome in China but all round we've done very well.

Tom Winnifrith, last night on his bearcast, was once again highlighting the big potential of the Morepen and Nouri deals, and saying again how SOH has said they are doing very well. Tom's analysis now is that OPTI are heading for a re-rate upwards "a lot quicker than many expect".

"Lemming Investor" puts a value on OPTI of between 41p and 47.5p and Tom is hinting 30p up to 50p when SOh confirms how Morepen and Nouri are doing and a full re-rate is in progress.

TW also expects SOH to update us on the progress of the Morepen and Nouri within a month or two.

All in all some exciting and positive days to look forward to here imho.

Andrew7 - yes agree on balance, but I think it's more likely they may sell more into strength. As I said yesterday it does offer a golden opportunity if your bullish of the scenario here to buy (or add to positions) at quite frankly a false low price.

Andrew7 - they are mandated to sell and should have done long before now. Their mandate is for start-ups, nano caps and to help get new companies to market.

They are actually way over time, and that is one of the reasons our sp has been nailed to the floor.

As is usual though, now the fundamentals are much brighter going forward, their disposals offer a golden opportunity to people to either add to their holdings, or for new investors to get in at a ridiculously low price, especially if Nouri/Morepen outperform initial expectations, which it appears they are doing. Throw in our SBTX and PBX holdings, plus the lure of a Sweetibiotix deal (yes I know it's been ages) and our core business is in the price at next to nothing at current levels.

Blimey martin - I've literally just cut and pasted that to post under a very similar header! Sixth sense?

Yes, fully agree. SOH needs to be on the ball with stuff like this - another huge opportunity for us to fill a gap - or maybe the talks with the fizzy drinks manufacturers are going to plan?

If that's the case Lord then I don't think they've sold 1% yet.

Friedman - don't know how we'd find out, but just saw this online regarding the 5% holding level and below. It looks as though you have to report it just the once when it flips below 5% but sales below that don't require reporting for every transaction - so to me odds on it's been YSF.

If someone holds just under 5% of a company, they don't have to report every sale thereafter, but they do need to report when their shareholding falls below 5%.

From what I can gather martinu - the tariffs shouldn't affect OPTI as the Nouri product is manufactured in the US.

The Tangerine Tit has always made great play about tariffs on stuff that isn't made over the pond.

Could still be the Yorkshire Seed Fund Belgrano. A PI in their right mind would be doing the opposite and loading up big time at 15p or thereabouts.

Remember there is still an "overhang" here from the YSF holding.

Seems to me as though things are looking very rosy indeed behind the scenes. but the share price has been going the other way. I noticed a few buys towards the close at 15.22p (listed as sales), I think things could move on from here quite decently.

Bk2011 - yes your figures are more or less accurate.

For every 13 packs sold, it's around £30 or so for OPTI. If 6,000 packs have been shifted just on Amazon US alone then that's approx £2.30 per pack to OPTI. Multiply £2.30 by 6,000 and that's revenue of £13,800 per month just from Amazon US alone, totally discounting the Nouri website which is heavily used and the physical store sales. These figures are way above initial estimates, so if Morepen is performing above expectations too (SOH's words not mine) then I expect some very positive updates on both in short order.

So, it looks like Elric, (The Lemming Investor website) thinks that OPTI have a value of between 41 and 47.5p. Noticed this on the TW website the other day. I wonder how the meeting with Coca-Cola went on Friday?

PJ, I agree 100% that SlimBiome is gaining traction. Both Nuri and Morepen hold a great deal of hope, especially if they reach their reported targets. Moreover, at 17p, OPTI I'm prepared to concede remain undervalued, even with its SBTX stake reduced to 10%. The implied fair value ranges from 41p P/S to 47.5p P/E, offering a 140–180% upside. Sentiment is what it is. The market undervalues both the core business’s growth potential and the worth of its stakes in PBX and SBTX, particularly due to the historical sell-downs of SBTX. I came close to buying today. I pace around, juggling thoughts in my head. I didn't. Instead, I added to my 47K shares in SBTX via my SIPP. I think I may have a mental block due to the "competitive tension" back in 2017.

Friedman - I'm inclined to agree with you on a lot of those points. SOH has long promised "jam tomorrow" and not delivered. I do, however, get the feeling this time it's for real. Our Morepen and Nouri ventures look very promising indeed with both exceeding initial expectations. I can't remember whether I heard it or read it but it looks as though the initial 10 ton order may be repeated sooner rather than later.

I had a look back at the sales from yesterday and a lot of them, in fact the majority were even numbered - ie 100,000, 50,000 and plenty of 20,000 - this doesn't indicate PI retail selling to me but possibly our old friends the Yorkshire fund unloading some more. Was it Tom Winnifrith who alluded to their holding recently as around 4m shares still to sell as per their mandate? I'm not sure those figures are 100% correct but it looks to me as though it could be them.

Sometimes an overhang can be a buyers friend by artificially suppressing the share price.

Exactly Bk2011. Nouri is looking excellent, Morepen is performing "above expectations".

I genuinely believe OPTi are going to hit profits before lots think and the next trading update will be very positive indeed.

I get a very strong feeling that Nouri is going to be a big winner. With Morepen ahead of schedule, these are actually exciting times.

I think too many people are underestimating OPTI.

Is the situation here as like many think? Disect it for a moment. OPTI aren't that far off becoming profitable now, first gen sales are up, Morepen and Nouri are going above expectations, SOH has alluded to a couple more possible US deals, it's very likely that Nouri will be re-ordering again months ahead of schedule, and of course the joker in the pack, Sweetbiotix could still spring forward in a game-changing deal.

As we aren't far "over the line" yes, there will be some additional funding required to get us there (and if the talks with Coca-Cola in the next week or so come to fruition) then maybe a fair bit of it. But SOH, in my view, will be doing the right thing by thinking of sellling a few more SBTX (and PBX?) to fund this rather than another placing and yet more dilution.

I think we all need to give it until the of Q2, June, to see where we stand then. If we get another couple of US deals under our belt, and Morepen and Nouri continue to report above expectation sales then we should be leaving the 20's behind. If, and I appreciate it's a longer shot, Sweetbiotix is seen to be making waves then we could be in the 40's.

Just a few months to wait - keep the faith.