Disclosure: Financial Investigative Media Limited, which is not owned by Tom Winnifrith but by a trust for his dependants, owns shares in companies mentioned in this article. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
Shares in Optibiotix (OPTI) have drifted on a lack of newsflow back to 76p to buy. Well they had when this article came out yesterday. After its appearance they jumped to 79-92p. That is the advantage paying subscribers get. If you can buy at up to 80p next week do so. We really do see 100p+ happening very soon. Why: we have just swapped emails with the company and what CEO Stephen O'Hara says in response to the question "all a bit quiet is all on track?" seems very positive indeed. O' Hara says:
Lots going on behind scenes with substantive progress on the science including one major breakthrough which if confirmed has the potential for a substantial value uplift.
Commercially, I have not experienced this level of interest in any company I have worked in or led in the last 30 years. This reflects the growing industry interest in the microbiome space, our first mover advantage, and the substantial IP portfolio we have built up in the last year (44 patents, 14 patent families).
We are regularly having 2-3 meets each week with partners across food, consumer goods, and increasingly pharma. A number of these are at DD stage with large corporate teams (10-12) over 2-3 days
We are focusing on the delivering not the telling at this moment in time but can reassure investors that the last few months has probably been the most exciting time for OptiBiotix since I founded the company.
Hopefully, they will remember that the Slimfast and DSM deals were announced without any prior indication – largely down to the fact that as you are negotiating terms any leak can terminate the transaction or at the very least impact on trust.
I believe that based on our previous high conversion rate in these discussions we will more than likely have multiple deal announcements.
That is good enough for us. Buy at up to 80p.
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