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Hi davidxie, thank u! Fabulous info. One question I have is, why is hypertension the only area that Fruitflow can be granted Bluehat? There are 3 pillars of heart health, which are: Cholesterol, blood flow, hypertension. Fruitflow, as we all know, is well proven for helping blood flow. So, I was hoping we could get Bluehat for 2 pillars. I seem to recall gixer posting a link to a study ongoing for affect of Fruitflow on cholesterol. So, that would make it 3 pillars. So, why not potentially 3 X Bluehats?
Hi Sock, yes, I am Chinese. Majority of the Chinese population prefer natural supplements over drugs, health care products has been one of fastest-growing sectors in China, back in 2013, the market was worth 99 billion RMB (£11b ), but in 2019, the sales of health care products was 227 billion RMB(£25 B), the market has grown by more than double, on average, each Chinese spent roughly £180 on health care products every year, the heart health products are among the top 8 categories(sorry i dont have a sales figure for this), the top 3 players are Infinitus (the owner of walkie talkie building in London), Amway and BY -Health, By-health accounts for 6.1% market share and their main sales channel are pharmacy stores and online portals, currently there are 450,000 pharmacy stores across the country, I have been to many big or small cities and I can see by-health products listed in almost every pharmacy store.
While I am very excited about the connection with COFCO, my money is on BY-health, I seem to remember that BY-HEALTH has spent mulit million RMB on Fruitflow, I do believe Fruitflow is a very strong supplement to their heart health products range as they only have 5 products (http://www.by-health.com/en/heart) under this category. I strongly believe that by-health will focus on marketing the benefit of helping people with hypertension(270 million people are suffering from hypertension in China ), hypertension is also the only area that Fruitflow can be granted blue hat. Timeframe wise, it normally takes 3 years for a blue cap application to be granted but the EFSA approval should help to reduce the time, DSM and By health signed the deal back in sep 2018, I truly believe that 2021 will be our long waiting transformational year .
Your last point, it is, volume has vanished, markets are nervous. We know why volume has vanished, we know why it increased for a while. For Mr Lucas to acquire what he has, assuming that his intention is to salt them away for the long term, means that "spare" shares had to be available. As with any fast riser, there are traders who momentum trade, once things settle down they will sell up and move on to the next fast mover, all normal in a free market. The matter of Fruitflow being a possible aid to Covid sufferers is a valid one, all I know is that it isn't a topic that the company is able to discuss. I know no more than that, anything else would be speculation and I don't want to. The dropping of the logo from the retail product is puzzling, but isn't affecting a big proportion of the revenue stream. I don't think any of us regard the name or style as vital to the product, what is does is a far more powerful message. For myself, I wish they'd started off with something more "treatment" focussed rather than vaguely food related, but I doubt a branding change is feasible.
Almost every word of an update would be identical to previous ones unless and until there is a major step. If Blue Hat is the key to the door, and we have no clue at all how long that process is going to take, what else can they tell us?
Current level is quite good as far as I'm concerned, and I have added small amounts. If we were languishing in the .30's as some predicted, I'd be a lot more sombre..
Alf
Silence for six months during a world crisis that our ONLY product might or might not have a role to play in, significant improvement in share price during that period, big post RNS sells and buys that stopped as quickly as they started, new products popping up all over the place that are with significant players, FF trademark dropped from packaging....... do you not think an update is long overdue ?
in meantime SP is slipping back
W$
Which of these products would you describe as a "game changer", rather than the normal market progress which has been covered in updates for years?
I would love there to be official news that X had launched a new mass market Fruitflow product, which has resulted in orders for the ingredient which are many multiples of previous levels. I don't see one yet, only the growing prospect that one is coming once appropriate boxes are ticked. You accuse folks of market abuse, and that's wrong unless you can prove it. If The Lucas family have financial interests in other companies that may be influential, giving them more certainty of progress, that isn't abuse. Personally I'm very glad that he has supported placings, and increased his stake substantially, because I don't think the sp would be in a good place without that. He has increased the value of my holding very significantly. Yours too.
Thx DX
I must admit I find it pretty disingenuous of IF et al that the market hasn’t been updated about new FF containing products owned by companies as big as COFCO whilst watching his latest bezzy increase his stake at this low SP. They can’t hide behind confidentiality agreements when details are easily accessed by gixer et al..
W$
SYME... ENOUGH SAID
Looks like they are a distributor for dsm and other companies raw materials.
So if I wanted fruitflow in bulk to make my own product I could go to them for it instead of dsm.
...in hindsight, I don't think it is a new product. Sorry!
Looks like Zhengzhou Golden trades with the world and now :- "Fabuless® is a safe and effective dietary supplement to help people control weight; Fruitflow® is a natural, safe and effective compound that helps people to keep angiocarpy healthy"
"Zhengzhou Golden International Trade Co.,Ltd. is lie in Zhengzhou city, Henan Province, which is a international Import&Export trading company engaged in the food materials industry nearly 20 years."
"As one major food materials supplier in Central Plains Economic Region, our company have established cooperation with many famous international corporations including Cargill of United States, Royal DSM of Netherlands, Tate & Lyle of United Kingdom, Riken Co., Inc. of Japan, Yihai Kerry of China, Rama Industries of India, Cargill of Thailand, Dawu Corporation of Vietnam COFCO of China, Hangzhou Starpro Starch Co.,Ltd. from home and abroad, gained well products, financial support, logistics distribution and tracking."
DSM in China and Fabuless using Fruitflow:-
"Modern people are increasingly suffering from excessive consumption and unhealthy dietary habit. Thus, DSM provides various beneficial products. For example, Fabuless® is a safe and effective dietary supplement to help people control weight; Fruitflow® is a natural, safe and effective compound that helps people to keep angiocarpy healthy"
Hi guys, is this a product we are aware of. I was Googling just now, and it appeared;
http://www.gaoduanguoji.com/www/index.php?module=Board&action=SiteBoardeng&sMode=VIEW_FORM&iBrdNo=34&iBrdContNo=1&sBrdContRe=0&sSearchField=&sSearchValue=&CurrentPage=1
Hi davidxie, thank you for taking the time to answer my questions - most insightful. I think u are our 'Go to' guy given you are Chinese! Please stay in touch. We need u here! Some of the information in your last post is something which would be hard to get from anywhere else. I take it you have lived there? Given you can understand Chinese, I'm assuming you are Chinese? Are there any subtle differences in the way in which people in China view health supplements compared to the West? I wonder if they are more inclined to buy natural health supplements than go for prescription drugs? Or perhaps they do both? The 20% growth on goat milk and soy powder is impressive. I think the question is, how much do the 'worried well' people in China care about heart health? I know I'm blurting out question after question, however I'm truly passionate about Fruitflow. I've had these shares (and it's a huge investment for me) for about 10 years now. So, this matters. Thank u again to u, Gixer, and everyone for helping to get some positive news for us. It could be a good time to get products out there in the Coronavirus world. It almost sounds bad to think of a product doing well due to such a tragic pandemic, but Fruitflow is relevant when it comes to smoothing out sticky blood, which Coronavirus seems to cause. Once we have Bluehat, then hopefully the Company can get stand alone Fruitflow products (or Fruitflow Plus products) marketed and distributed by COFCO, depending on how much they wish to push the product.
hi Sock, as majority of Chinese does not speak or read English, it will make sense to give it a Chinese name in order to market the product
https://translate.google.com/translate?hl=en&sl=auto&tl=en&u=http%3A%2F%2Fwww.foodaily.com%2Fcorpnews%2Fshow.php%3Fitemid%3D3605
soy & goat milk powder is relatively new concept in china, the market size of goat milk powder for adult is only 7 billion RMB (800 million GBP equivalent) in china in 2019 with annual growth of about 20%, so it is still a niche market in chinese terms. COFCO is one of the most trusted companies in china, their business pretty much cover every aspect of day to day life, real estate, meat, wine and spirit, agricultural products, biotech and also the biggest milk company in china, they own 13 public listed companies, the product gixer found is marketed by one of these 13 companies. Their products are literally everywhere in china, majority of supermarkets, mega stores or pharmacy stores do give sizable space for nutritional products like these, it can be available at a lot of places within a short period of time. Their online channel is also strong as they have stores set up in both TMALL and JD.com (these two are the chinese version of Amazon, every chinese use one or the other in their daily life). I guess what i am trying to say here is that the sales channels are there and it is down to whether the company want to give it a big push. however, i personally don't think this product will be a massive seller and hard to put down a number but the connection with COFCO makes me very excited.
in addtion, below is anther product that is currently available in the chinese market,i am sure gixer has already covered this before but just want to point out that the company behind this product is also a big company
http://www.100xlg.com/goods.php?id=160
http://www.sinofn.com/col.jsp?id=110
have a good weekend all
As Gixer has mentioned old acquaintances may be renewed with this deal , potential is massive. Https://www.cofco.com/en/BrandProduct/COFCOCocaCola/
numbers? I'm going to go with 5 brazillion...
Hi davidxie. Thank u! So, it's not branded 'Fruitflow' in China? Also, I don't want to be seen as being negative since I'm positive about the sheer potential of Fruitflow, but how well do you think the soy & goat milk powder will sell in China? Given your knowledge of China, will it sell big? What kind of numbers can we expect? Is this the sort of product that will be in supermarkets & health shops throughout China? What sales channels do you envisage? Thank u in advance. The more we get our heads together on this new product, then we have a better idea as to whether this is a game changer or not! Sock.
oops, it seems that LSE does not support Chinese characters, the Chinese i typed is shown as ???
tried to zoom in the pictures on the website but still can't see the ingredients clearly, anyway, I believe they will put down ??? as this is what they brand Fruitflow in China.
Again, very excited about Fruitflow is adopted by COFCO, massive household name in China
Sock, It seems to be referred to as water soluble tomato extract in the product. Maybe davidxie could help with the translation.
As for your other question i dont know.
Blue cap.... yes, it would be good if we had another Co applying
Hi gixer. Wow! Thanks. I can see a few of the products are Bluehat. Is Fruitflow just in the soy & goat milk powder product? A bit of a shame Fruitflow isn't mentioned on the box? Is it still called Fruitflow in this product? I would have thought it more appropriate it was in some of the more tomato supplement products? I stand to be corrected as it's hard to understand due to language barrier. You are a top man. Thanks for your work. Sock.
Does anyone else have the really annoying freestar advertising banner at the foot of the page and how the heck do you get rid of it.
On revenue cofco are actually bigger than Unilever .
Think it must be sphinx.
Jon Ferrier CEO of GKP has said he will retire when they find a replacement this came after only 80% of share holders voted for him to remain , I wonder how many PXS share holders will vote for Ian Ford to remain at the next AGM if therer is no positive news here ? There must be loads of competent persons looking for a cushy number like Ian Ford has got himself , mainly by default BTW , Moon should have advertised the position and had interviews .