Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Just found this cache link relating to Seriburn Medusa but cant find the original article atm.
"Seribox surpasses 1.42 million sales in 4 months of launching 'Seriburn Medusa'"
"On the 9th, it was announced on the 9th that the new product 'Seriburn Medusa' of the healthcare brand Seribox has exceeded the sales of 1.42 million packages within 4 months of launch. This is the record for the shortest sales of Seribox ever.
The company said, "The'Seriburn Medusa', which contains'Seribox V-MIX', the only patented raw material in Korea obtained through numerous attempts, contains 19 kinds of ingredients derived from nature such as pumpkin powder and red bean powder. It is the only product in Korea that is differentiated by containing'Medusa V-mix' developed based on the Annals."
According to the company's press release,'Seriburn Medusa' contains'Fruitflow', an internationally patented ingredient in Europe and the United States. Fruitflow, a gel material surrounding tomato seeds, was first discovered by Dr. Asim Duttaroy of the Rowett Institute in England that it improves blood flow by preventing clotting of platelets that cause blood clots. It has proven its efficacy and has also been published in SCI-level papers."
A bit of assumption here now but....
Assuming each dose contains 150mg of ff
1.42 million X 150mg = 213,000,000 mg / 1000000 = 213kg of ff
Not a bad amount of FF for 4 months.
Now for the big if......
If when they say "1.42 million packages" they mean a one month supply then you can multiply 213kg by 30.
I believe I have worked this out correctly but please check.
Provexis have also stated "Strong start to the 2020/21 financial year for this business,
with first quarter revenues substantially ahead of the comparative quarter in 2019/20." when talking about the revenue from the Fruitflow DSM Alliance.
MM's can, and do, short shares.
I wonder if their minion has just indicated a move to try and create sells.
Just realised there is money available in the form of grants for this type of trial so i don't know the answer to your question DD77.
Unfortunately there is no way pxs could do a trial of that size. But if aspirin results are good we might get away with a small trial similar to what we and by-health have already done by way of a comparison between ff and aspirin.
Why haven’t PXS got Fruitflow out there into the hands that matter?
https://amp.theguardian.com/science/2020/nov/07/aspirin-tested-uk-coronavirus-treatment-recovery-blood-clot
Biogrow on Stroke and Fruitflow
https://www.youtube.com/watch?v=II9watcWxyU
Cheers BB, I wondered if that might be the reason but hadn't checked.
Google suggests that, in China, a low dose aspirin is quite often 100mg rather than 75mg, which presumably explains the difference
Yes, encouraging.
Interesting that in the study that Provexis did FF was checked against 75mg of aspirin but the By-Health study was 100mg.
The By-Health study had one hundred ninety elderly subjects but the original study registration was for 400
http://www.chictr.org.cn/showprojen.aspx?proj=56370
I wonder if they cut it short due to Covid or had enough data to finish the study early?
I am not very good at reading results.... Are they encouraging for FF??
This popped up, late to the party
.......
https://res.mdpi.com/d_attachment/foods/foods-09-01564/article_deploy/foods-09-01564.pdf
W$
It'd be a big shock to see any trials on the Chinese giving massively different results to the previous European trials, but it's still good to see it in black and white.
Inhibitory effect of Fruitflow on platelet function: a randomized placebo-controlled trial in elderly subjects
https://www.researchsquare.com/article/rs-95541/v1
Ah, oh well, there goes my dream :(
You'll be too late, I'll already own them and have sacked their entire design and product planning staff. :-)
Fair point.
First thing I'm going to do is buy Alfa Romeo and charge Alf extra for his next motor !
What do you mean BB?
This time next month we will be Billionaires
:-)
Gixer
Oh, absolutely, and that'll likely have been happening over the last few years and contributing to some of the growth we've seen from the AA.
Sadly, that's pretty slow progress, and until our income and therefore our profit ( or at least sensible forecasts underpinned by info from Ford ) justifies a market cap of 10 million plus, then the sp relies on peoples thoughts on the financial potential* or otherwise of Fruitflow
BB
*obviously there are plenty of people who are content with just saying "this'll be huge" without any idea of what huge is and how, long term , that'll be reflected in the market cap, because large parts of AIM is for dreamers, and for feeding off dreamers views.
Looks like some Diabetes products as alluded to in latest report are in the pipeline http://www.by-health.com/en/Blood
"would give us more cash from existing customers as part of the profit share"
Or DSM could pass on some of the cost reduction to entice "prospective customers" in turn increasing sales.
:-)
Gixer
Yea, that's a good point, so would give us more cash from existing customers as part of the profit share.
I also noticed in the last accounts that it appeared ( so not 100% definite ) that the cost of goods for FF+ had come down giving us a higher gross margin. That might be down to DSM continually working on production costs and passing savings on, but it might just have been down to us putting a bigger order in and consequently getting a better price, don't really know.
Time will tell on the difference that ByHealth actually getting going will make to our cashflow. It'll certainly be good, the debate really is how good ? You're also right when you say ByHealth might be a catalyst for other countries / companies sitting up and taking notice, but that'll likely take some time, so is very much more jam tomorrow.
If, some time next year ( or even this year, but that seems unlikely ), we get an RNS saying ByHealth has got regulatory approval for Fruitflow , and firm orders have been placed, then it'll be interesting to see if any financial guidance on it's effect to PXS is given at the same time.
For example, a statement of "... and we expect this to mean the company will be profitable this FY " , or H2 at least, " or "... and we expect this to mean the company will be profitable in FY 2022/23" would be helpful. Will we get such a statement ? Well, if only to control speculation, both overly negative and overly positive, we should do, but I wouldn't be surprised to see something unsuitably vague !
BB
I am sure you are correct BB and BH will be looking at a discount for larger volume. I would also assume that cost of production for the raw material (fruitflow) would come down due to larger volume of product manufactured. This could also give a higher profit margin to dsm from smaller customers.
Relatively slowly isn't small Alf.
As for DSM making a contribution to launch costs, we don't know how common, and to what extent they've been doing that. All we know is what they did for us.
For smaller companies, it's likely they'll help out, but, as larger companies come on board, I think that will likely change and they'll mainly, be not totally, be after a good discount on the ingredient price commensurate with the large volumes they're ordering and they'll be less interested in short term ( effective ) discounts.
The info we've been fed in the RNS's which talk about By-Health certainly support that. "That" being they'll want it cheaper than others are paying. DSM's job is to use economies of scale or other methods to make the price attractive to By-Health while still making a decent margin. Again, recent RNS's suggest we're confident they can do that, but not to the point where they can maintain present margins, which is fair enough, it's what you'd expect as you deal with bigger companies, and to be fair to Ford, that info is there in black and white for any shareholders to read.
BB