Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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CB
Glassdoor has some rather damning comments on the leadership regime at SiS. Makes one wonder if it was the same here prior to SiS - did Felix experience the same when he was a PXS employee ? Was the spin off of SiS (and all the management changes that went with it) a requirement for BH to get on board ?
W-WTFDIK-$
Surely this means some one wants shares ? the MMs have an order to fill ? what do people think , confuses me ,never seen a share where this happens so often .
I've just watched it to remind myself what an absolute crock this has turned out to be but a brilliant parody of the mood then and now. Maybe I should invest in SiS !!!
Transformational….. whatever that means…lol.
Hadn’t watched that vid for years.
alfi
granted we have to have a social media presence, just think some of the posts are just drivel, not informing the benefits of FF at all. I expect this to change post 2023 when there are more resources to give it a new direction - a sports influencer maybe ?
The Generation Cup & Brentford FC spends, imho, are more likely a favour to one of our major investors. Although we saw no increase in order # deltas I suspect we'll see benefits in other ways.
W-IF-you-should-have-got-BH-to-pay-for-some-historic-costs-before-given-them-free-reign-$
Social media is a puzzler to me Welly. You go looking for FF+, and are disappointed at what you see. But how can it be used to attract new customers who aren't looking for it. I confess that, in my own business, I've never found the key to unlock a return from funds invested. Personally, if there was an anti social media, it would suit me just fine :-)
I put the increase in income from ff+ down to the CBEC distributor , again in the small print , the small batch sent to them has gone and a new larger batch was sent out in August 22 . So they are selling ff+ without Blue cap ! The new larger batch should sell a lot easier with Blue cap .
Dr
for IF to state that tells me the studies are essentially complete now - imho
good to see FF+ other constituents explicitly mentioned
He's addressing the stock management post Jam day, he has options.
IF is a bean counter so he shall have a bias to keep the company balance sheet under very strict control - anyone else notice that the drop in income was within a few K of the fall in R&D spend.
Small rise in FF+ income reflects, imho, the carp social media effort by PXS.
Seeing the bad times at SiS reminds me of this video
https://youtu.be/GGsSBv1Cq90
W-please-cut-the-crust-off-my-jam-sandwiches-$
It’s good news that the jam is still on-track. The last 3 studies will complete within the next 13 weeks.
Reading through the results it does seem to me that the DSM agreement was quite restrictive on what pxs could or couldn’t do . I also think DSM had the lions share of the income so maybe only 10% came our way , why else would DSM hold €1m of inventory !
With €1m of stock you would hope that would be enough for several £m income from By health orders, so maybe when money starts rolling in it would pay for more production runs , but I suppose stock levels would have to be kept high in case of large and unexpected orders coming in , I’m no expert just my view .
Yes it is, but it's also an indication of the expenditure needed for repeat productions. Anticipating a big rise in orders, it could be that there would need to be a multi million inventory, which would be great news as long as the funding model is clear to us. BH haven't invested what they have for nothing IMHO
I think it depends how much stock DSM can shift in the last few months of the year ,whatever is left pxs could buy , so its a bit a bit of an unknown at this stage .
As I always do, let the blowhards have first go, I take some time to read in full what's in the reams of small print.
The business model of Provexis is on the verge of a step change. From the semi passive role of maintaining the IP, the full commercial aspects of procuring, stocking, and selling worldwide is under total control. A big challenge, but with the distinct benefit of being focussed entirely on Fruitflow, rather than being a small part of a colossal product range. As pointed out in June, there is a much higher margin accruing to the company going forwards, and any prospective customer has the advantage of dealing with the very highest level of technical knowledge.
IMHO we need better clarity on financing needs, dependant on the method decided to cover this, then, of course, we need to see ByHealth start to launch products to get the payback from their massive investment.
Watching from afar, hid behind the settee, seriously did anyone expect anything else today, waiting on China.Fullstop.
Another year ,another loss,not all bad though, no reduction in salary for dumb and dumber . Nice to see some karma for moony.
Blimey, I didn't realise that SiS had turned into a crock as well!
Even the believers haven't bothered to comment today. Says it all really!
Pxs website updated , at least Our main holders haven’t sold any , https://www.provexis.com/shareholder-information/major-shareholders/
Look on the positive side;At least we still haven't got Moon in charge;doing well again I see @SIS
Two sells so far, guessing that's CB and Nazir out...
It just shows you ,totally agree with the last statement.
Another year ,,what's happened about the blue cap
i ,believed the first half of 2022 we would've got feedback on the last three
A new worry is having to make a decision about buying remaining stock and how to finance it. It's just an endless saga and the company simply cannot make a profit after all these years.
Another empty jam jar. 15 years in this, and the reports always read the same... "Next year Rodders". Another cut and paste from prior year except where they need to provide more info for going concern purposes (or, in other words: please give us more money)
0.70 to buy?
We will see ,i hope you are right