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disappointed by OPTI as it loves to cycle up and down. Placed limit buy order, waiting on another slight dip and a ride back up again.
They count as potential revenues as they may not get paid. They are only a trade receivable at this stage.
SOH bemoans the fluctuations in the share price. My advice to him is be very careful what you say as this obviously hasn’t gone down well. If you say you’re doing second half revenues 5-6 times first half every investor expects that to be money handed over.
I have 198,000 shares here at a 51p average. I won’t be selling any of them I expect this year will be very good, but SOH’s last proactive interview wasnt helpful to the cause.
Totally agree.
Missing this commitment which was made so close to the end of the year shows either 1) bulls###ing or 2) a total lack of business control.
Without a level of integrity it is hard to take any communication from the board seriously.
This should be reported to the relevant authorities.
I expected actual sales revenue of 850k. I’m not counting sbtx sales.
We have 808k so from 500k last year this represents another year on year of stellar growth circa 80%, which is world class. This continues the annual trend.
Agree nothing about sweet, but we’ve had surprises before, so I would not rule that out in the near future, as it’s last years report not this years.
Hearing and seeing sales are going well, so all in all very satisfied.
H1 was so poor but we were told H2 weighted and £1m rev target would be met - not only was this a low target it was set by company.
Now we know it's actually £800k - yes an increase on last year but for a c£50m valued company this is poor.
Revenues will grow but I don't think the hockey stick effect will ever be seen.
Great products but need marketing and PR to get this out there - the cholesterol reduction properties should be recommended by every GP around the world yet I suspect no one has heard of it.
No doubt Elrico will tell us we are all wrong as per H1
Looking at this disappointing RNS again another thing just struck me.
They SOLD SKIN shares (which were ASSETS of Opti) and have included the sale of ASSETS as INCOME to profitability
GO check RNS
Esh - debtors do count as revenue but as not paid are debtors (trade receivable) on cashflow - it's effectively an invoice that has not yet been paid
It could bode well for H1 revenues. I don’t see the point of guiding on revenues only to miss them a few weeks later, but there you go. Back to a small loss, time to hold and wait.
So much expectation and yet such a poorly written RNS literally dripping with hidden negativity and what iffs.
Confusing comparisons trying to show increased income, relying on future tax credits and the. Comparing figures to November against the previous 1st quarter.
There is nothing upbeat here, and everything about expecting failure and protecting against such failure from contracts.
Such a shame as on paper so much promise.
GLTA
Debtors are revenues recognised but not yet paid for, hence why it is included in potential future cash flow.
Real value driver will be extent to which picks up in next couple of reporting periods.
Bearing in mind low number of people and high margins incremental revenue will drive profitability rapidly.
If valuation criteria can change from times revenue to x times profit will change share price rapidly.
missed the boat on that one
Debtors of over 500k which would look much better if it was revenues. I wonder if they were counting on some of that being paid in the last financial year?
When were revenue target set? Increase of over £300k shouldn't be sniffed
Where are we on the wonder sugar alternative product? I always thought that was going to be the elephant in the room?
Potential NASDAQ listing, revenues rising, no share dilution / fundraising. Steady as she goes.
It’s a miss on revenues, so not really
Stephen O'Hara, CEO of OptiBiotix, commented: "This year has seen strong commercial progress with OptiBiotix extending its geographic reach and brand presence to 24 new countries and more agreements generating revenues for the first time or growing sales. As in previous years, the majority of income was generated in the second half of the year with total income for the year of just over £1.4m. We anticipate further revenue growth in 2020 as a UK launch of SlimBiome with a major UK retailer and LPLDL® with AlfaSigma contributes to full year revenues, large corporate partners (e.g Agropur, Akums) commercialise products, and we extend the application of our products into new areas (e.g dairy, healthy snacks, and breakfast cereals). We believe interest in the microbiome will continue to grow and the market opportunity increase. Given high investor and consumer interest in the microbiome in the USA and growing sales the board OptiBiotix has commissioned advisors to explore the potential of a dual NASDAQ listing."
All looks good to me - what will the share price do?
26 January 2017 general meeting - 25 April 2017 finals.
25 January 2018 results of meeting. - 23 May 2018 finals.
13 February 2019 trading update - 29 April 2019 finals.
28 August 2019 half year.
We won’t get ant sbtx shares yet. Still a lot happening with sbtx and a lot more value to come for those prepared to wait. Think it’s more likely announcements might get coupled with the big USA launch. I’m easy either way.
He did say 2nd week of jan, so maybe tomorrow?
How about he throws in a special dividend of skinbiotix shares as well to pep the statement up. It’s long overdue.
Received early access H&B online offer code via email (INTRO25), thinking of giving SlimBiome a try for a few weeks. #dogfoodingforthewin
I thought SOH said late January? We might need another big rns to soften, not the revenue figs, but the pretax loss. Profit centres his big thing now. He.s been kinda warning us for a while, while at the same time throwing us some big looking deals. 2019/2020 key.
Why did soh say earnings call second week in January?
Hope he has too many numbers to add up just taking more time
My comments were based on last year trading update - 13 February 2019.