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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.
We thank goodness that you are not running the company. Spend over £40m on research, register global patents, regulatory approvals in many countries of the world and then sell it for about £42m before it’s actually got on its feet.
Should BH offer 2p a share then I'd be happy with that.
I think you are echoing market sentiment in those views.
We know the order size would be a step change over what has been produced before, with the obvious funding requirement, which could be met in several ways.
We know that the margin on existing sales will be much higher, but we don't know how much extra cost of servicing demand is. Profit now? Not sure myself.
We know that gut health is a massive market, but we don't know what early commercialisation means, especially given the glacial pace of developments to date.
Those are known unknowns, will any other unknown unknowns appear? We didn't see the other IP novelties coming. What we need is Fruitflow disappearing down gullets worldwide, and lots of it.
I still have a few concerns that float around my head.
1) how are PXS funding the production costs for major orders? They are probably going to need to raise funds for it. This could dampen otherwise positive news on orders.
2) IF may not give us good detail about orders, just fluffy nonsense like ‘transformational orders’. Orders after Sept will be reported in the full year results at the end of next Septembers, so we may not get the full picture until then.
3) When we receive transformational orders from China, we will not know the profit margin, so will need to wait until Sept next year to understand that too. PXS didn’t tell us that the DSM deal was rubbish, so we could wait a year to find out that the BH deal is rubbish too. I don’t think it will be, as PXS had other options at the time, so were in a better negotiating position. Time will tell.
4) DSM continue to be a bit rubbish and don’t make progress with FF for gut health. I’ve not seen anything coming out of DSM yet and we have no idea what they are actually doing. What does early commercialisation actually mean?
Saying all that, I’m still thinking of buying some more on Monday, because whatever happens PXS will move into profit and remain in profit with a massive growth potential and that will eventually be reflected in the share price.
Not sure how much the price will rise on the China news. There are no forecasts available at present. Just 'multiple of current sales values', which to an outsider (not us) means 'multiple' of a £250k - £300k 'revenue' that we previously received from DSM. People breezing over the company info may not get excited by that, understandably. Only people that follow PXS have an understanding of what's going on.
However, we should have a series of positive news now.
- Sept 29th - End of year results for 22/23 - expecting revenue increase (post lockdown boost H2 + Feb/March orders)
- Company funding update
- SAMR approval - we'll need to be notified rather quickly (whenever it be, but should be coming any time).
- BH Orders - this may be with SAMR notification, but may not be.
Dec 29th - Half year results - April to Sept (6 months full revenue from old DSM customers)
We may also get news around DSM and their 'truly global' companies.
By December we should have a much clearer picture than we do now and hopefully that will be reduce the risk of the shares and increase the price.
Would they really reject the application after all this ..!!!!
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【被看好的高景气行业,喜提利好新政策】国家市场监管总局发布新规,放开保健食品新功能申报。当然,申请一个新功能也不是那么容易的事。新规强调,新功能的评价指标及判定标准应科学、明确、可行,并经过验证评价。首个提交申请的,是膳食营养补充剂行业龙头汤臣倍健。以“轻络素”为突破口,汤臣倍健历时8年研究,最终递交了“有助于维持正常的血小板聚集功能,有益于血流健康”这一新功能申报, 其“科学营养”战略布局再进一步。 极目新闻的微博视频
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Jímù xīnwén 23-8-31 12:01 Láizì wēi bó shìpín hào guānzhù [bèi kànhǎo de gāo jǐngqì hángyè, xǐ tí lìhǎo xīn zhèngcè] guójiā shìchǎng jiānguǎn zǒngjú fābù xīn guī, fàng kāi bǎojiàn shípǐn xīn gōngnéng shēnbào. Dāngrán, shēnqǐng yīgè xīn gōngnéng yě bùshì nàme róngyì de shì. Xīn guī qiángdiào, xīn gōngnéng de píngjià zhǐbiāo jí pàndìng biāozhǔn yīng kēxué, míngquè, kěxíng, bìng jīngguò yànzhèng píngjià. Shǒu gè tíjiāo shēnqǐng de, shì shànshí yíngyǎng bǔchōng jì hángyè lóngtóu tāng chén bèijiàn. Yǐ “qīng luò sù” wèi túpòkǒu, tāng chén bèijiàn lìshí 8 nián yánjiū, zuìzhōng dìjiāole “yǒu zhù yú wéichí zhèngcháng de xuèxiǎobǎn jùjí gōngnéng, yǒuyì yú xuè liú jiànkāng” zhè yī xīn gōngnéng shēnbào, qí “kēxué yíngyǎng” zhànlüè bùjú zài jìnyībù. Jímù xīnwén de wéi bó shìpín
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Jimu News
23-8-31 12:01
From Weibo video account
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[An optimistic industry with high prosperity, welcomes new favorable policies] The State Administration for Market Regulation has issued new regulations to liberalize the application for new functions of health food. Of course, applying for a new feature is not that easy. The new regulations emphasize that the evaluation indicators and criteria for new functions should be scientific, clear, feasible, and have been verified and evaluated. The first one to submit an application was BY-HEALTH, the leader in the dietary supplement industry. Taking "Qingluosin" as a breakthrough point, By-Health spent 8 years researching and finally submitted the application for a new function that "helps maintain normal platelet aggregation function and is beneficial to blood flow health", and its "scientific nutrition" strategic layout Go one step further. Jimu News’ Weibo video(Edited)Restore original
When that happens I predict 4p within 2 days .
Like I said when BH release concrete plans to put a lot of FF on the shelves . The market is unimpressed ATM.
Anyone have any ideas