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Gixer,
Great post. Everything is gearing up for a super launch and towards 18P.
BTW damn right no PnD only one trade so far today a 41k sell £239 worth.
£400 million investment?
What ! I dispute that over all $40 Mn has been invested in RnD , not seen any evidence just talk.
It's a nice headline, 'major opportunity'.
Good article from Nutraingredients-asia and mentions Provexis.
https://www.nutraingredients-asia.com/Article/2023/09/05/china-set-to-approve-new-function-claims-for-health-foods
This one from By-Health Institute of Nutrition and Health
https://zhuanlan.zhihu.com/p/654190826
https://zhuanlan-zhihu-com.translate.goog/p/654190826?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
How long do you think it would take BH to "recoup" their Circa £400 million investment? (18 peñce)
No P&D this time. Consider the Chinese market size inside China and worldwide. BH would not spend huge amount of money and eight years of their time if they do not see that they could not sell enough to make profit. So 18P will be a cheap option.
DSM still holding tight !!
I expect SL’s mates hold a chunk also
It doesn't require one until he goes over 10% or under 9%
Where was the Holdings RNS?
He must believe there’s no more dilution coming , at .65p that’s another £110 k he’s invested . GIves him just under 10% and a seat on the Bod , he’s obviously too busy making money to commit to that .
Looks like Mr Lucas and family have been adding. Just under 17 million by my calculations.
https://www.provexis.com/shareholder-information/major-shareholders/
Are we toe understand that you only ever bought the once Naz? You never had any other investment cash over all the year, so you never took advantage when the sp was much lower than today's? You never took account of all the advances over the years, and the significant support gained from HNW investors?
Just bought the once and then determined to keep muttering about it for the rest of your days?
Should have stuck with the post office account perhaps.
We cant even get above 1p
All you need to do is look at the balance sheet of Provexis, their spend is listed. The make an assumption based on that for what DSM and ByHealth have spent. Arguably, the total is higher.
The BlueCap registration only seems to refer to the original IP claimed by Provexis, so the R&D to prove up and register all the other claims will require ongoing R&D spend.
Not cheap passing all regulations for a worldwide/multi health claim nutraceutical product.
Nobody saw all of this in 2009, and the wild enthusiasm in that period was based around Fruitflow being the first ever approval of the EFSA. The sp was manipulated by someone, hence the "No Reason" RNS which killed it off. We'll never know the whole story, pointless to keep digging it up.
That would be amazing 18p ! I can't imagine how many FF orders that would take to generate.
There are 2.217 Bn shares x 18p = £399 Mn Mk Cap . ATM it is £14 Mn , that is a 28 bagger .
How many sales would that take and how long would those sales take to materialise? When the Coca cola PND to 17p in 2009 was happening we had Shares of around 1 Bn from memory .
IF and SM have been typical AIM sponges until BH have a healthy amount of sales . I will believe it when it happens. I don't believe $40 Mn has been spent on RnD .
The offer has to be 18P or above and very sure it is going to happen with BH submitted health claims.
Would be happy with 1p quarterly dividend.
5p+ is what we want
Hi wellsite. I think/hope your wrong on a possible DSM take over. Not going to post my reason why on here. Shocked the SP is not at 0.8 plus given this weeks news. I am still adding but at a small level as my ISA is now maxed out. As I said I think the September update and AGM could/should be very interesting. I for one will be there as usual.
All we know is what Duttaroy said that over £40m has been spent by companies on research into FF for regulatory approvals etc. can’t remember the details.
Have PXS spent £42 million ?
We have been waiting 13 years for this to show a return hoping and wishing
Ever
suspect we are cashflow positive now, and am pretty confident that the days of worrying about a potential firesale are well behind us.
If there is an offer it’ll be a cash plus stock in order to manage risk and reward for the buyer - especially as an offer would need to be above £100M given the massive upside that could be billions if the buyer went all out on world domination.
W-don’t-rule-out-DSM-for -takeover-attempt-£
I
As you highlighted below PXS need cash , I'd rather see a TO now than more dilution in the form of a farm in ( how will it happen otherwise , bonds ? ) . Past caring now , well done for writing so many words Re PXS though.