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"They don't need anymore. Fully funded."
I do hope you are right but cant see it myself.
Do come back in 6 months and tell me.
Gixer,
Great find.
The evening Regeneressence formula features a powerful combination of essential vitamins, antioxidants and the breakthrough patent FruitFlow to contribute to cellular protection and stimulation.
This will sell well within the Chinese really very well with this type of patent
They don't need anymore. Fully funded. At least there's some excitement over there, not like this dead, moribund dog of a share which is going nowhere ever.
Shouldn't you be more concerned about Tim Mitchell and the rest of his cronies remuneration?.
Death spiral funding is never good. Even worse when they refuse to give you any more :-O
LOL! You've been joining the dots for about 15 years! The only winner here is Ian Ford.
That price is wild - Why is it that they do not just call it fruit Flow? - Patented plant extract – A breakthrough ingredient that contributes to healthy blood circulation, helping reduce stress on your cardiovascular system.
The worlds most expensive Fruitflow product.
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I would assume calendar year (2024) and the 2 existing products with "new approvals" are included in this timeline whether they include FF or not is anyones guess atm.
Have the new products had ff added ! So these are now new products!
Do you think the “within the year “ mean 2024 or April 2025 !
"Among the existing products, protein powder and Jianliduo have obtained new approvals"
The above 2 By-Health products are amongst their biggest revenue earners and already have Blue Cap so what could the new approvals include?
Is it 2 early to join the dots?????
"By-Health: Investor Relations Activity Record Form on April 11, 2024"
"Q: What new products can the company launch this year?"
A: "In August last year, in terms of new function development, the company took the lead in the industry to submit a new function application and product registration application that "helps maintain normal platelet aggregation function", and is currently actively promoting it. Among the existing products, protein powder and Jianliduo have obtained new approvals, and we strive to launch new products within the year."
Still pretty vague but I believe this is the first time By-Health have given any indication on timelines for a FF product.
https://data.eastmoney.com/notices/detail/300146/AN202404111630161330.html
Obviously the Chinese will want to make multiple profits
let's hope PXS do also
Dr. H,
Fully agreed with your thoughts. Worked with Chinese previously. They will not spend millions of pound if they could not see the multiple of that is returned.
As I understand it, BH have developed a wide range of products based on FF. Their own brands will get first dibs on them, then all others will be available for their customers to buy. BH have then said that they have agreement from a large number of multi-national food/drink & VDS companies to commercialise FF. BH having agreement from companies for their products have then developed those products and submitted to SAMR for approval. Therefore I expect the initial BH order to not only be fulfilling their own initial product launch, but also some of their business customers too, whoever is ready to go. When BH order they will likely pay upfront the same as other customers do. PXS can use that money to fulfil the order for BH and buy their own stock too with the profit. Perhaps they will use their cash in the bank too, depending on the forecast. I suspect that China approval may unblock some of the customers that PXS/DSM have lined up too, where they are looking to sell in multiple territories. We just need this SAMR approval which is now due. I am hoping that there are maybe 12 - 15 products approved (for 5 years) and BH and their customers are loaded and ready to fire. Does anyone else agree, or am I just too optimistic?
Https://www.tomatonews.com/en/major-global-markets-and-chinese-tomato-products_2_2267.html
BB,
You could be right and that's another possibility.
I would have thought that an RNS might have been required for such a "substantial transaction" but that could be classed as "in the ordinary course of business" so maybe not.
As alfista pointed out, until we get an update or the Y/E results its all pretty much guesswork.
Gixer
We only had 145k's worth of inventory ( both FF+ and FF ) left at the end of Sept 2023. It seems unlikely to me that that stock would have taken us through to the end of the FY so I think we'll probably have bought more stock of FF from DSM between Oct 2023 and Feb 2024 ... which would have reduced our cash position.
It's possible our cash position is still healthy, but I doubt very much we're saving it for a big order.
BB
Yes, when BH put in a large order with PXS, PXS will need to put an order in with the manufacturer. PXS will want to order their stock for other customers as part of that order, as the large volumes will reduce the production costs, greatly increasing profits going forward. The PXS deal with DSM gives them stock at a good price, they don’t have to give any actual money, DSM don’t end up stuck with FF they can’t use, and it allows them to keep going until the large volume orders come in. Everyone’s a winner.
Fully agree that this would be the ideal scenario, but unfortunately our mushroom status leaves us guessing rather than informed in our speculations. I really can't see why, I think there is excessive secrecy at this stage of the company's history.
Only a personal opinion.
"there'd have been no need for a shares for Fruitflow stock deal"
I prefer to think that we had the cash to cover this but decided to keep it in the bank till we need to buy new stock from the manufacturer.
Just a word of caution sphinx.
If breakeven was being achieved, there'd have been no need for a shares for Fruitflow stock deal.
Just saying.
And they go better. Strange. ISA buying
Seller still about rather annoyingly.
I just paid 58 for 500k
Yes of course , but as they didn’t inform the market when they sold I wouldn’t hold your breath