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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?
Aye Kievsky, and all went quiet once they got the 1 mill trade away
W?
W$, strange things on buying lately. I see trades at less than 1p but I have been trying to buy and cant get below 1.036 and 1.13 for a higher amount. Is it these BOT trades causing the price differences
Thx Gixer, Had to post the translation gave me images of Dorothy and Toto
— interestingly patent mentioned a few time
———
Bloody ~ is the cause of stepping on the Yellow Springs Road early!!
The pipes can be handled by people.
The blood vessels don't work, but they can only send medical
My sister's conscience is recommended ~
[Shengbao International Biotech - DSM Red Castle Compound Capsule]
To help you prevent blood plasma at the door ~
?'s father of the Japanese Red Castle, Dr. Mihara Mihara
? has been awarded a multinational patent certification with peace of mind
? World's first EU EFSA recognition
? Patent Love Tomato Patent, nanbeans, red lemon, ginkgo fruit various compound ingredients
--
? Consultation Line:
Great work Gixer
Taiwan and China.
DSM Red Castle Compound Capsule
https://scontent.fgla3-2.fna.fbcdn.net/v/t1.0-9/142579602_3758203504217641_6289643491983638653_o.jpg?_nc_cat=103&ccb=3&_nc_sid=730e14&_nc_ohc=_Urai1b65NwAX_YFUoY&_nc_ht=scontent.fgla3-2.fna&oh=64c81e0cce7e3644e967cfbfc9e65197&oe=6065887D
https://www.facebook.com/jiejieinhouse/posts/3758204160884242
https://www.setddg.com/PM210127007270691
http://www.0800368333.com.tw/
Why would DSM do much with FF when there is so many possible products coming to light every month, Gene alteration has moved the goal posts a lot since FF got EU approval , who knows what might come along, this IMO is what is holding up FFs advancement . I 1st said this years ago . I believe FF with a proper advertising backing will be huge, but there again so could nearly anything else and there is our problem. Anyone remember Farm-girl saying that PXS would take 6 years to make hit out of FF ? well that was 10 years ago now, 4 years late. Where is she and her mate SirF ? sold up I guess.
Non lo so
It seems to be creating a market and the price is rising. Mmore normal trading on aquis than here. Others may think there is more to it but is beyond my pay grade to comment
W$
Hi Wellsite,
So what could be the probable reason for that share transfer? Any thought will be much appreciated.
DP
on one hand I agree DSM haven’t done much in 10 years, on the other It has taken nearly that long to get the European patent . They haven’t landed a major, but what they have done is essentially test FF in various formats and show no side effects. With the patents in place then the likes of the Dragons (den) are more likely to invest in the significant marketing required to roll out a new product line.....
On a different note the strange trading pattern looks like share transfers between holders . I can get 0.96 /1.08 to buy sell a mill atm, significantly different to that being reported 0.9/1.15
W?
Doesn't that depend on the offer price DP64?
Personally I don't want / don't expect a TO for 3-5 years at least.
I don’t want a take-over. I would like the company to be successful and well valued before any such deal is ever considered.
I think By Health should offer PXS for TO. We have see what DSM could do in 10years. Now is the time for By Health. Come on, By Health make a TO bid offer and will get a lots of PI support like myself.
Good that is what I thought , best for PIs.
Just the two today. One at 1.17 and the other at a better deal 1p. Let's see if it continues.
By-Health are DSM’s customer. DSM share profits with Provexis.
DSM have a lot to do with where PXS goes surely? will Byhealth (should they go for it and hit the advertising hard for FF products) have to ask DSM to supply them with 1000's of tons of FF ? or will they be allowed to produce it themselves ?
I can't see how DSM will go along with that scenario . I think this has been talked about before but I forget just what was said. If Byhealth want a lot of FF then the time to make a TO bid is prior to them launching their products.
Boom in sector not to be ignored
https://www.investmentweek.co.uk/opinion/4027584/vital-signs-compelling-catalysts-china-booming-healthcare-sector