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Yes of course , but as they didn’t inform the market when they sold I wouldn’t hold your breath
I was just thinking about a holding RNS from DSM 🤣🤣
I thought we deserved one last week as I cannot see how we are not at least at break even .!Not Monday I hope just transferred the last of my shares into my new isa , don’t want volatility whils that’s going on .
Dare I say that we should get an RNS next week 😯🤫
Https://www.provexis.com/shareholder-information/major-shareholders/
Ah! Didn't think of that. 👍
That will be the other side of the trade Gix imo so yes.
Nice one xpub.
Is that your after hours 500k as well?
I buy through various spread accounts but also hold in ISA’s and Stock.
Some of these accounts can see the RSP’s and also work with MM’s.
That’s the way to beat the spread.
X Pub,
I saw both trades reported - one as an unknown trade and the other as a reported Sale.
I use the Hargreaves Lansdown Platform and the best quote that I could get yesterday was .64 (ish).
Well done and I will keep my fingers crossed for you (and all of us for that matter)
I bought 500k yesterday at 60 which had been worked for a while and I just got another 500k at the same level from SCAP who seem to be the seller.
If anyone wants, that may be the place to be.
I’ve got a delivery on it’s way , I’ll let you know .
Wonder what the "use by" date will be on the new batch? Suspect we might get one more delivery of the July 24 batch on our subscription deliveries, then we'll see after that.
Thanks for your thoughts guys , does seem to be in the same ballpark as I’m thinking .
For what it is worth:
1) We do know that the inventory held at Year end 31/3/2023 was worth £328K and the inventory held at 30/9/23 was worth £146,000 BUT we don;t know the split of that figure between FF + Omega (tablets) and SD II (Raw ingredient).
2) We do know that the approximate cost of producing £100K worth of sales of FF+omega 3 is £33K. We do not know the production costs of The Raw Material but could assume that it is lower than the cost of the tablets so lets assume £25K per £100K of sales.
3) This level of Inventory held at 31/3/2023 would appear to support sales of somewhere between £1.1M and £1.4M during the 2023/24 financial year - This is also supported by the sales figures quoted in Gixers post.
On this basis, the new inventory would support a similar level of sales in 2024/25.
Of course, these figures could be complete rubbish in the event that the Company also commissioned a new production run of raw product during 2023/24 - WTFDIK.
Sphinx,
Its impossible to get an exact figure but should be able to get a more accurate figure when the year end results are released for YE 31/3/24. But even then we don't know if all the initial FF stock would have been sold by then.
For what its worth, this is what we know regarding sales.
Up to YE 31-3-23 £74k
First 6 months of this FY £299k
Next 1/4 to 31-12-23 £270k
and confirmed sales orders for Fruitflow II SD in excess of £320k were being processed as of 29-12-23
One to keep an eye on in August
https://core.cro.ie/e-commerce/company/search/5266601
I’m assuming then that the €348k of stock bought last year must nearly have all sold , anyone work out what that’s worth !
The cynic in me would think dsm sold shares to keep the sp down, while knowing they could get those 45m cheap ,
Sounds like IF played hardball…..
Alfista,
"Now, if we had also been notified that DSMV was the source of those sells, what would that have done to morale and the sp? Has ignorance been bliss?"
Your right, it probably has been but the rules are designed to enhance market transparency and failure to
comply with the rules risks damaging investor confidence.
Rant over :)
Thinking back, there has been a regular pattern of usually 500,00 shares hitting us each time a slight upturn happened.
Now, if we had also been notified that DSMV was the source of those sells, what would that have done to morale and the sp ?Has ignorance been bliss?
Been updated on the website now
https://www.provexis.com/shareholder-information/major-shareholders/
I am not reading too much into it as it was only around 13 million shares sold and dropped from 6.48 to 5.9%
But...... What if it had been 50 million 80 million 120 million?
The regulations are there for a reason and should be followed by all.
Gix
DSM seemed to have lost their way -hence the merger .
Frederick had seen the writing on the wall and voted with his feet.
The cash is irrelevant to DSM-F so won’t get carried away reading too much into it.
That said, DSM clearly not walking away .
One again IF has done what he said he would - Iteland/Stock purchase/ dilution. SP is still carp but everyday i walk past a car with a plate SP22P@@.
BH still have the submission front and centre, if they don’t get it it makes the regs pointless given all the science done in support.
Happy Easter Eggs
W-more updates please fordy-$