We would love to hear your thoughts about our site and services, please take our survey 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.
Sorry i don't understand what you mean ,its
been going down for the past 2 months ,and setting a trend
Perhaps they needed the £3.25
I knew this would happen some arse ____ would drag the price down
"Menopause-supporting products the ‘next big opportunity’ according to Lumina report"
"The roles of the microbiome and probiotics in supporting the menopause could be a key growth area as the process, combined with healthy ageing and gut health, gives rise to niche products aimed at women navigating this stage of life.
That’s the view of a new report?? by Lumina that lays bare the emergence of naturally derived treatment options and the market forces combining to create demand."
"Phenology & Frutiflow?
DSM-backed personalised nutrition initiative Hologram Sciences has launched Phenology, its menopause solution that includes a gummy-based daily nutritional supplement regimen for tackling hot flashes and stress.
DSM already make available Fruitflow, an ingredient made from bioactive compounds found in the jelly around tomato seeds.
The ingredient is said to smooth blood platelets, protecting against hyperactivity and unwanted blood clots, which can occur more readily during menopause."
https://www.nutraingredients.com/Article/2022/08/04/Menopause-supporting-products-the-next-big-opportunity-according-to-Lumina-report
Puzzler. Trade reported, then unreported, at the same time ???
Still, slightly more interesting than working out how long that piece of string is
:-)
spoke too soon
...
BB...finger in the air guess...
Total Rev £426K (as stated by PXS
made up as follows:
AA £278K
PXS including H&B/Amazon £68K
Distributor £80K
The Distributor pays up front so agree income and shipping could be in different years. Same could apply for any year if there is a long lead time from the manufacturer.
I think we have done this to death now but.....
"Now there's an added question...if the Distributor sales did not go through the J&J O/N system and shipped direct then the price per unit/order would be even worse again.
Anyone else got any bright ideas on all this???"
My figures were from the last full year results when only the "first test order has been placed by the distributor and shipped to China" and not made clear if revenue from this test order was before March (year end) and included in these results.
Total revenue for 2021/22 will be 426k, down roughly 80k from 2020/21's revenue (505k), but up ~80k from the 2019/20 figure ( 348k ).
If you were so inclined, you could estimate FF+O3 sales for the year by guessing the revenue split ( AA against FF+ ), but, realistically, based on that two year growth rate, however the FF+ figures are calculated and splIt between direct sales and distributir sales is purely of academic interest.
To be fair, it is quiet though !
BB
This is my breakdown - corrected:
2020/2021 FY Total Income £505K
made up as follows:
AA £358K
FF+O Direct Sales (Net of Rebates) £138K including H&B/Amazon
(PXS H1 = £30K H2 = £31K Total = £61K)
(Distributor H1 = £27K H2 = £50K Total for the year = £77K)
FF+N 9K (development income)
Now there's an added question...if the Distributor sales did not go through the J&J O/N system and shipped direct then the price per unit/order would be even worse again.
Anyone else got any bright ideas on all this???
This is my breakdown:
2020/2021 FY Total Income £505K
made up as follows:
AA £358K
FF+O Direct Sales (Net of Rebates) £138K including H&B/Amazon
FF+N 9K (development income)
Distributor H1 = £27,000 H2 = £50,000 Total for the year = £77K
Now for H1 2021/22 Total Income = £211K
AA £135,188
Direct £76,007 (I estimate PXS Sales = £36,007 and Distributor = £40,000)
For H2 2021/22
I estimate PXS Sales to be in the region of £32 - £33K
Obviously can't go further with other amounts until the Y/E Results are issued.
Before anyone asks...the above are either based on my own personal estimates and numbers officially put out by the company in their results.
Gixer - re the O/No unit price - be it per unit or per order:
FF+O for consumers
Sub = £15 per pack Free Shipping Worldwide.
Non-Sub = £19.95 per pack Free Shipping Worldwide
What about the VAT? I assume this is included too.
Although the consumer is charged an all-inclusive price and shipping and VAT are not broken out, they are in fact broken out in the PXS system and the income reported is net of these two items hence the unit price per O/No being that much lower. There may also be an upfront Amazon commission payment deduction made for Amazon sales. In addition to this any sales made to H&B would be at a much lower price per pack too (customer contract price).
If each order number represents an Order not a Pack then the equation is much worse.
From 2021 PXS FY Accounts
‘Revenue
(i)Performance obligations and timing of revenue recognition. The group’s revenue is primarily derived from: • The group’s profit-sharing Alliance Agreement with DSM, with the group’s profit-sharing income from this agreement being recognised on an accruals basis in accordance with the substance of the agreement, based on the receipt from DSM of the relevant information to enable calculation of the profit-sharing payment due to the group. • Selling goods, with revenue recognised at a point in time when control of the goods has transferred to the customer. Revenue from sales to external customers is recognised when goods are despatched. There is limited judgment needed in identifying the point at which these performance obligations are satisfied.
(ii)Determining the transaction price. The amount of revenue to be earned is determined by reference to (i) the provisions of the group’s profit sharing Alliance Agreement with DSM, which is based on DSM’s fixed price contracts with their customers, and (ii) the fixed price contracts which the group has with its customers, in respect of the direct sale of goods to these customers. Variable consideration relating to volume rebates has been constrained in estimating contract revenue in order that it is highly probable there will not be a future reversal in the amount of revenue recognised when the amount of volume rebates has been determined.
(iii) Allocating amounts to performance obligations. For most contracts, there is a fixed unit price for each product sold, with discounts given for bulk orders placed at a specific time. Therefore, there is no judgement involved in allocating the contract price to each unit ordered in such contracts (it is the total contract price divided by the number of units ordered). Sales rebate and discount reserves are established based on management’s best estimate of the amounts necessary to meet claims by customers in respect of these rebates and discounts. A refund liability is made at the time of sale and updated at the end of each reporting period for changes in circumstances.’
Not sure about a shorter tail though
W;-)$
I am sure it was.
Great marketing opportunity as well as I am sure there is a massive rat population in China looking to alleviate hyper-reactivity of the platelets after strenuous exercise.
Its all good :)
So good to know my platelets aren't bound to the Von Willebrand Factor .
I'm sure that had been worrying Naz too.
BYHEALTH Institute of Nutrition & Health and Institute of Chinese Materia Medica.
"Provisionally accepted: The final, formatted version of the article will be published soon."
"Accepted: 03 Aug 2022."
"Water-Soluble Tomato Concentrate Modulates shear-induced platelet aggregation and blood flow in vitro and vivo"
"Water-soluble tomato concentrate (WSTC), extracted from mature tomatoes, is the first health product in Europe that has been approved "to help maintain normal platelet activity to maintain healthy blood flow". We hypothesized that WSTC might exert influence on blood flow shear stress-induced platelet aggregation (SIPA) and in turn maintain healthy blood flow. We used a microfluidic system to measure the effects of WSTC on SIPA in vitro, We also used the strenuous exercise rat model and the ?-carrageenan induced rat tail thrombosis model to demonstrate the effects of WSTC on blood flow. WSTC significantly inhibited platelet aggregation at pathological high shear rate of 4000 s-1 and 8000 s-1 in vitro (P < 0.05 or P < 0.01). WSTC reduced the platelet adhesion rate and increased the rolling speed of platelets by inhibiting binding to Von Willebrand Factor (P < 0.05 or P < 0.01). The oral administration of WSTC for 4 weeks in strenuous exercise rats alleviated hyper-reactivity of the platelets and led to a significant reduction in the plasma levels of catecholamine and IL-6. WSTC treatment also led to a reduction in tail length, reduced blood flow pulse index (PI) and vascular resistance index (RI) and ameliorated local microcirculation perfusion in a rat model of thrombosis. WSTC exerted obvious inhibitory effects on the platelet aggregation induced by shear flow and alleviated the blood flow and microcirculation abnormities induced by inflammatory reaction."
https://www.frontiersin.org/articles/10.3389/fnut.2022.961301/abstract
Another tick in the box for Fruitflow :-)
Bella, Yes blanket orders could be a reason.
The last run of Fruitflow+ Omega-3 capsules that we know about was completed in July 2021 and the BBE date atm is Jul 23. I am not fully up to speed on the amount of times Amazon has been out of stock in the last year (wellsite might know) but I am sure its more than once???
Would that then mean that if PXS put in an order for FF+O to DSM then they draw down on that order when needed or has China taken more than planned as customer order numbers have been steady for a long time now and it would be easy to estimate run size so the likes of Amazon didn't go out of stock?
Cheers BB,
Not something I believe I was aware of ( "Market Maker holding shares from a placing then, so long as they're below 10%, they don't need to declare.") but then its highly unlikely to be relevant to my portfolio lol.
The original post from Bella suggested that one person or institute? bought the 6% and has been selling them into the market. Like you, I don't believe a market maker would make such a sizable risk if any at all.
Gixer...blanket orders comes to mind...
If you have subscriptions then it's not difficult to programme these in to end up with a free stock amount which is used to service Amazon customers. Any delays in receiving new stock orders or unexpected orders or new subscriptions can easily drop the free stock below set minimum thus triggering out of stock on Amazon site.
As provexis has high hopes in china ,and America is about to start word war 3 ,with china regarding Taiwan ,by pushing the China's what would happen to provexis
*note to self, don't try to use less than and greater than signs on here to embrace text !
Final try ...
Replace
If the "friendly" was holding shares
with
If the "friendly" was a Market Maker holding shares
Gah, i missed some text our