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.
Well that’s strange they’ve taken off the piece about Fruitflow ,! Oh well maybe news soon if they’re at protective of it .
They seem to be throwing everything at this now . https://www.dsm.com/human-nutrition/en/search-results.html?query=Microbiota&pageNum=2&languageCode=en&siteName=human-nutrition&filtersRequired=pageKeyWords
Why the SP is keep on dropping when there are some big buys around?
Sphinx100,
Very good post. Hope our good friend IF is too difficult to make a deal by either DSM or BH
DSM also acquired Biocare a few months ago , “DSM already has a strong position in gut health solutions with its Culturelle® product range, the number-one-selling probiotic dietary supplement consumer brand globally, as well as with its ingredient brands Oatwell® and Tolerase®. The company sees further growth potential in gut health ingredients beyond the established indications for digestive health and immune health. Fields increasingly recognized as being impacted by the gut microbiome include the gut-brain axis, metabolic health and heart health. DSM’s ambition in addressing the gut microbiome and its portfolio of nutritional ingredients are very synergetic with BioCare Copenhagen’s approach and products, and the combination is well-catered to address the existing and emerging gut health areas.”
Based on the following statement
“substantial multiples of present revenue “
it should be minimum 28 times the earnings. Why the magic number 28? Because it is a auspicious number and suddenly came in to my mind.
I am very sure it is achievable.
Sorry just re-read your post Doh
Dr H in what form is it sold in tescos that’s a new one on me !
If total Fruitflow sales equated to say £3m or whatever figure you guess, then initial BH orders will add ‘multiple’ of that. The total prospective sales pipeline stands at significant multiples of it. It’s gonna do wonders for the market cap. But for now, in the words of Bon Scott, it ain’t no fun waiting around to be a millionaire.
18 x earnings ! With pxs possibly already earning the low millions£ , makes you think about the comment “substantial multiples of present revenue “ when By health launch . Of course lots could go wrong and the lack of news is a little concerning to me .
I would rather an offer after BH launch, BH customers launch, DSM launches products, DSM customers launch products, multiple products are available in India and Bangladesh and it is available on the shelf when I go to Tesco.
"What is the full potential of FF ?"
If only we knew. But..... we should have a better idea once the gut health partnership starts to produce revenue and By-Health get the health function claim and products are launched.
If there was to be an offer i would rather it was then and from By-Health.
Gixer
What is the full potential of FF ?
I would echo DP's sentiment. The clock is ticking for IF to deliver now the DSM shackles are off.
W$
Why would you even want an offer before the full potential of Fruitflow is realised?
Those are very encouraging information. Just a matter of interest why DSM is not making an offer to PXS or IF become very difficult for DSM to make a deal? If that is the case then IF need to think his position!!!
Remembered the 3rd Amigo
Haven’tgotaclue
Or something like that
IF Only they’d talk to each other ;-) https://www.unilever.com/news/press-and-media/press-releases/2022/unilever-and-holobiome-to-uncover-ingredients-that-could-improve-wellbeing/
Gixer,
Wow, this identifies a massive increase in the value of the IP for "Gut Health" stuff. If this valuation were applied to Provexis it would equate to something in the region of 8p per share. Difficult to compare Apples with Pears I know, but it is a development that is worth keeping an eye on.
Another step forward for DSMs ‘health from the gut’ strategy.
https://www.dsm-firmenich.com/corporate/news/press-releases/2023/dsm-firmenich-completes-acquisition-of-postbiotics-pioneer-adare-biome.html?utm_source=facebook&utm_medium=social_post&utm_campaign=corporate_company-updates_070723
https://www.dsm.com/corporate/news/news-archive/2023/dsm-agrees-terms-to-acquire-adare-biome.html
Looks like a few tweaks.
No new health function claim as By-Health are after.
https://www.cirs-group.com/en/food/dha-and-two-proteins-added-into-health-food-raw-materials-directory-in-china
This looks like Samr are allowing a new function on health foods ,unfortunately not ff . ! https://food.chemlinked.com/news/food-news/china-samr-expands-raw-material-directories-and-function-claims-for-health-food-nutrient-supplement?utm_source=edm
I think IF would have went directly to the manufacturer if DSM were trying to make a profit on the remaining stock. We are already going to be paying them a royalty.
I would expect the price to come down lots when China orders come in. The huge volumes will drive down production costs. This will lead to more profit on existing customer sales.
Assuming we get it from DSM at cost ?