Member Info for twix386

We have only had one (best in class) product to sell to date and the silence from idiots like jscsc is deafening! Any material NIPT contract must be rns'd and nothing for a year+. Separately I am very bullish about litigation settled, debt settled and directors buying. The promise for a re-rate and future increasing shareholder value has never looked better, but the lack of engagement on new material NIPT contracts for over a year is worthy of asking a question, but apparently not valid for those only interested in ramping and not in asking questions or holding to account. Just prefer to name call lol

I see TW has YoueGene and a long chat with Adam Reynolds in his bearcast today. Expect it will be supportive as usual whilst critical about all the many times TW has looked like a complete fool in tipping targets and a re-rate is upon us. He's fallen for it as often as long term shareholders. As I say this time it really should deliver on the promise and director buys as good signal.

I'll answer - as I raised the issue. It's terrible. Absolutely poor not to have had a single reportable/material NIPT contract in a year and counting. Only thing worse is the non-engagement by sycophants who can't ever mention it let alone respond. History has been weak and disappointing. The future looks good and promising. That above contradiction has been shareholders achillies heel for years has it not? Its just too early to say that the current promise will turn out differently to all the others. This time it really should after litigation and debt resolved, is the best i can offer.

We see and hear all about the wood! One day if they stop planting more trees we will have carved out some shareholder value we can all see as well! Things look good - you're right. They usually do. Meanwhile where's the share price throughout. No amount of promise, re-rate, litigation settlement, debt write off, revenue increase etc has so far done the trick, but always expected with each new hope. Latest hope is imminent broker report. A re-rate will require material commercial delivery with figures. It will eventually occur, but we've all (TW too) been expecting it on every other damn occasion! Too many and for too long to mention.

I thought it was 30 day?

Problem with this share is it always looks good and set to deliver, but it doesn't!

Indeed! We have had news but I want to see commercial news that will raise the share price with numbers and without caveats added like raising funds. Just give us an outright material NIPT contract win with figures after a years waiting, ffs!!! These dismal share price levels have remained through an eternity of promised shareholder value and mis-steps!!!! What happened to TW's re-rate by Q1, then April and lord knows when now! lol

Florida,. It's been a year since last reported NIPT contract so recent purchase does not cover it. Why has Lynn Reece stated recently that he is after a landgrab? Perhaps he's not clued in to latest thinking. I don't buy it as an answer (at all) on the timeframes involved, repeated rhetoric or ongojng negs and contract wins not reported (smaller) but still secured. The sales force don't establish new platforms and they have targeted outside contracts. No getting away from clearly stated landgrab comment either. Aimho

Florida, Is that why LR has talked if a landgrab lol Still a one track pony with NIPT, so new contracts would always be the driver to profit.

There's that scale reducing scope to win contracts that are material to size of business yet there's the scale relative to size of all past contract wins which with corresponding win or larger would still be worthy of announcement. Frankly any win if decent size would be notified and willingly done. Yet Nada. I don't think we can excuse this lack of delivery over such a timescale when also no collective win (bundling up) announcement either. It's become so apparent and poor because of the evident long timescale. Rhetoric is always so positive whilst reality misses those same expectations time and again. The re-rate remains a work in progress, looking close but so far always out of reach.

My view is there would certainly have been contract wins since India, but not big, not substantial, not material and hence not RNS'd. The fact that there's been nothing material that had to be announced is indicative of the poor delivery that I think we have versus all the rhetoric.

Yes, I hope so. Is there the potential for a reportable NIPT contract within a year of the last reportable contract? One would hope so! That leaves another 7 working days!! I don't disagree with your comments but I am talking about the specific subject of reportable NIPT contract delivery of which big or material contracts must be announced. Of course small/medium (collective) wins could be too if desired. Imv the time versus delivery metrics stand out as weak - very weak now.

Lol Of course we are getting some new contracts that are not rns'd and are not big/material. The revenue increase comes from them AND the time lag after contracts are announced and before they come on line plus existing contracts increasing in volume. Sales team and new material contract deliver remains under-whelming. The fact we have not had a material contact that is in itself worthy of being rns'd since June 2018 is pathetic imv. You would agree material/big contracts must be announced, so why so poor. Optibiotics announce almost weekly!!! Perhaps we should announce some medium wins if we haven't any bigger ones or are we still just not performing wrt new NIPT wins well after litigation resolution!

Another day, another Optibiotix deal – Buy By Tom Winnifrith | Friday 24 May 2019. Please sir, can we have another deal/nipt contract? Last notified/material NIPT contract 5th June 2018!!

Can we read into that, that there's no expectation of any near term (at least) buyout from Thermo? Surely they would participate to increase holding otherwise? I think we are set to grow this business with Lyn Rees et al and any old expectations of a sale are pushed into the long grass, not withstanding any unsolicited offers that are not sought. I'd prefer some consolidation and growth followed by sale, but it seems likely we are not seeking this now, but rather years more to build the business moving on from past strategic failures under Dr Little.

Could it have been nearly a year ago with 3 year Indian deal on 5/6? Whatever the case, material NIPT contracts are far too rare an animal for a best in class product that's been talked up and had several landgrab attempts, and all the other cliches, when material contract wins must be announced. Enough talk. Deliver!

Last NIPT deal...... I could trawl back but its been ages and few and far between. Any material contract - not small or immaterial - must be rns'd and its been woeful. Litigation settled last Nov - if that should even have stopped contracts stone dead rather than being an impediment. Long time coming Rodders!

No flipping today . perhaps seller finished or taking a day off. Maybe 11p is the floor. Just maybe.

"Optibiotix – another week, another deal By Tom Winnifrith | Tuesday 21 May 2019" YourGene -- another half year, (basically) Nada material NIPT deals announced! Landgrab. Handcuffs off. It has got tedious! Let's have some material NIPT contract news, ffs!!!!!!

Sure is. Didn't help yesterday either. As before, could do with some contract news having had the handbrake taken off and going for landgrab mark 3! Seems ages without material nipt contract news!!