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I've put another scary chart together. This time put in cashflow (14.4p a shot) & % profit vs number of users.
Once BH get things moving and we start getting some decent cash in things should snowball for FF as profits are reinvested etc.....
Question is, when shall someone take us out and for what price ?
https://i.postimg.cc/sgZF6k0z/income.jpg
W$$
Keep up the good work guys. Something definitely building
and another.
"10 years of British scientific research confirms that water-soluble tomato concentrate is a blood vessel scavenger
2022-05-15"
https://www-163-com.translate.goog/dy/article/H7EHG76D0512GAH5.html?f=post1603_tab_news&_x_tr_sl=zh-CN&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
Also the renegotiation with Dsm should see a bigger percentage coming to pxs ,
I am assuming the whole pricing for FF changes in January next year with the ramp up in production.
Moon used to say that the margin on FF was good , but becomes excellent/high when the volumes go up.
for those who like being scared
for the assumption of 1p to us from DSM & 10p from FF+ . Although we have seen an improvement in terms to us over the period, the DSM so far trend is pretty good.
https://i.postimg.cc/bwT3XRgZ/ffusers.jpg
And this one shows why we are all here. Profit vs # of users, for 1p & 3p / shot profit
https://i.postimg.cc/hPhSQCzB/profit.jpg
W$
wellsite,
"yep, the spreadsheet starts to get pretty scary when playing the numbers"
For sure. If this Chinese article from last year has the correct selling price for Fruitflow.
"FruitFlow tomato juice powder (6000RMB/kg), high phytoene content tomato powder (8000RMB/kg),"
Although with Provexis supplying then I would assume the price to By-Health would be a bit cheaper.
https://mbd.baidu.com/newspage/data/landingsuper?third=baijiahao&baijiahao_id=1693898004131476920&c_source=kunlun&p_tk=55150VBGZyb%2BOmOIawCsmS01Hr8B1gThUr2wgwS9J3Q2%2F3IlxtHFD8sya35nt4JfJDUz%2FtDJZ5%2BAvClIOVKT2zngGIY%2BEFhG%2Fp4T48GR3hGVhNgIeB2KWi6mBIoYSTe6ArnE&p_timestamp=1652600425&p_sign=ec105aaf5715e547667bd38f68015d27&p_signature=4bc8a83ad5a43f2e6bd78c5c21ef8e9c&__pc2ps_ab=55150VBGZyb%2BOmOIawCsmS01Hr8B1gThUr2wgwS9J3Q2%2F3IlxtHFD8sya35nt4JfJDUz%2FtDJZ5%2BAvClIOVKT2zngGIY%2BEFhG%2Fp4T48GR3hGVhNgIeB2KWi6mBIoYSTe6ArnE|1652600425|4bc8a83ad5a43f2e6bd78c5c21ef8e9c|ec105aaf5715e547667bd38f68015d27
gix
yep, the spreadsheet starts to get pretty scary when playing the numbers.
It's a shame IF doesn't share the number of daily doses. If one assumes 1p from PSA to us and 10p from FF+ to us, then looks like around 100K daily users. If 2p from PSA to us then around 50K people are using. Not a lot atm....
W$
That's just a fact, a small percentage of the target consumers is all it would take to put turnover on to a completely new level. You keep unearthing other new products, which should keep DSM interested in developing in all the other countries available to them, but clearly the flow of articles published in China is laying the foundations for broader awareness, with a whole series of Fruitflow products being promoted once regulatory approval is achieved. As ever, we don't know timescales, but these promo pieces aren't thrown out there aimlessly IMHO
I know this has been done to death before but even if only 1% of those 330 million cardiovascular patients in China were to take Fruitflow in a product then we would definitely see a "significant multiple of existing Fruitflow sales" especially with DSM out of the agreement with By-Health.
Another from yesterday.
Vascular "scavenger"? 6% drop in blood pressure in 24 hours, water-soluble tomato concentrate contributes
https://view-inews-qq-com.translate.goog/a/20220513A08G7D00?_x_tr_sl=zh-CN&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
I read the Chinese article earlier when it came up, quite interesting.
Dr
does seem FF's profile is increasing. A wee article published today commentating on BH notes the FF deal.
https://www.sohu.com/a/541664967_121197352?spm=smpc.sub-channel.fd-news.2.1651104000106ya4GXdV
BTW
I think IF should refresh our website reflecting all the progress (or just drop the section)
https://www.provexis.com/fruitflow/chinese-market/
https://www.provexis.com/fruitflow/asia-pacific-market/
Look 7 years out of date !!!!
W$
My favourite part of that page is:
FlyFit Travel is being served on Emirates Airlines and American Airlines First Class globally.
https://flyfit.com/products/copy-of-flyfit-immunity-cranberry
Someone was bored
https://cdn.shopify.com/s/files/1/0366/0329/7929/files/ezgif.com-gif-maker_2_480x480.gif?v=1650919831
W$
IMO yes, but who knows.
gix
They are very well written. I guess BH are behind the articles ?
W$
April 26, 2022
What is the difference between Antiplatelet Aggregation Neoplexin (Water-Soluble Tomato Concentrate) and Aspirin?
https://tech-ifeng-com.translate.goog/c/8FWkiA3Z1In?_x_tr_sl=zh-CN&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=sc
April 26, 2022
How does Antiplatelet Aggregation Neoplexin (Water-Soluble Tomato Concentrate) Work?
https://tech-ifeng-com.translate.goog/c/8FVOR7Y7YTn?_x_tr_sl=zh-CN&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=sc
April 26, 2022
How does Antiplatelet Aggregation Neoplexin (Water-Soluble Tomato Concentrate) Work on Cardiovascular?
https://tech-ifeng-com.translate.goog/c/8FWnQtQZqIt?_x_tr_sl=zh-CN&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp#:~:text=%E5%AE%9E%E9%AA%8C%E7%BB%93%E6%9E%9C%E6%98%BE%E7%A4%BA%EF%BC%8C%E6%B0%B4%E6%BA%B6%E6%80%A7,%E8%A1%80%E6%A0%93%E5%BD%A2%E6%88%90%E5%92%8C%E4%BF%9D%E6%8A%A4%E8%A1%80%E5%B0%8F%E6%9D%BF%E3%80%82