The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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So we are in a position to make good profit from future orders. I’m hoping and expecting that PXS will be in a much better place in 2 to 3 years.
lol,
This was due to an earlier than anticipated reduction in the fixed level of overhead from sales that DSM gets before any profits are shared.
https://otp.investis.com/clients/uk/provexis_plc/rns/regulatory-story.aspx?cid=1569&newsid=797986
Sorry, by bigger I mean the sliding scale was moved forward so that the acceleration of profit was earlier than envisaged. Gixer will know for sure :-)
If I recall correctly, a later RNS stated that the 'sliding scale' had been re-negotiated between Provexis and DSM and that PXS would now get a bigger chunk of the profits than previously agreed.
It is. I get mixed up myself with some of the older ones.
Sorry about that Gixer, there are quite a few products out there now, its hard to say what's new and what isn't lol
No, not new I am afraid. The same company also do this one with FF
Nitroflow Supports nitric oxide (NO) production as does Red Beet Vinitrox.
https://www.sponser.com/en/nitroflow-performance-blackcurrant-10-x-7g.html
Is this another new product?
https://sponser.com.cy/product/red-beet-vinitrox/
Beers not??
He is here for long game. Buy out. We will all then get the same price and will be able to sell in one go. Let's hope it's by July when we meet for a few ??
You know that's not correct. We can all see the trades, few that they are.
22% spread WTF !
Aye, unless I’m mistaken, he’s well over 750k up now (on paper)
W£
Follow the money. He has a good feeling for future of PXS IMO
As there was no notification (TR-1) of him going below 9% after the fund raise I would assume he purchased them during or before the fund raise.
But who knows.
I wonder if he topped up last Friday and that was the reason for the rise !
15.9 million more than when he last gave a TR1 on Aug 2020
Has increased his holding slightly the numbers now look correct . https://www.provexis.com/shareholder-information/major-shareholders/
Can’t locate it. I think it’s gone now.
Dr_H,
Check under the news tab but I think the webinars will all be long gone.
https://web.archive.org/web/20120519211504/http://www.provexis.com/
I don’t suppose anybody has a copy of the podcast type interview that Stephen Moon did back in around 2010/11, where he talked about the profit sharing agreement with DSM?
As I recall the agreement is weighted towards DSM up to a particular volume (confidential), as they need to recover costs and make it with worth while their investment. Then as volumes rise, Provexis get a larger part of the share on a sliding scale. Also, as volumes rise the margin on FF goes from OK to very high. That is because the base manufacturing costs are high, but don’t rise much, and the materials (tomato seeds) are a by-product of other products.
So as I see it, DSM currently takes the lions share with low margin at the moment, but we expect that to switch around quite quickly as volumes rise.
Do others recall that?
It keeps me hopeful that PXS will see a large income from the By-Health orders and other brands that are part of large global businesses.
Also, thinking about the PE ratio. If you look at the health/drug/medical sector, the ratios can be crazy high, 40 to 80 being pretty normal. So PXS share price could absolutely rocket on big FF orders. We could quite easily see £5m profit and £175m market cap.
That’s my thought of the day! But as Gix likes to say, BWTFDIK
Not sure what happened here, but someone seemed to be mentioning old posters who didn't really ring much of a bell and posts were removed.
Can't remember Farm Girl, but then Sir F is kinda familiar...
The only one that really stuck for me was DontFollowTheHerd, who claimed to be a doctor but didn't seem to be able to in understand the studies.
I remember that name and 'Gold Tomatoes' met him at an AGM once. Still stuck in this ketchup like the rest of you oldies.
Oops, need to change this IPAD
Kievs,
aye and it goes quiet after the mill trade is away
W?