Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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.
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.
No, I could trawl through all of your posts and highlight the consistent lies you have posted. Plain lies, all in support of short positions also based on lies. You ought to be made to pay for them, but the company is letting expert reports be their answer, so you are lucky
You would have to identify the pumpers for that foul slur to be justified. All I see is holders happy for the lies, distortions and slander being refuted. If LSE review what you have claimed here the you should by all rights not be able to post. Every reply to me contains a disgusting corruption of my username.
Cheers for a considered response to this issue Iceberg.
So, is it fair to say that the mammoth decline in the sp was mainly down to the outright lies and deceptions promoted by shorters, spurious blogs and their sycophants' promotion of these blogs?
The professionals who have supported the company's view would have much to lose if they were inaccurate, and so buying on the basis of their integrity would be something larger insti holders would do IMHO.
Agree with that Kievs, folks still wary of catching a crab.
However, the fact that we are many months in to running the supply of Fruitflow offers some hope of self sufficiency on normal operations, with the possibility of external funding for a large export order. May be significant. I still think a cash call is likely, and it looks like the market thinks that too. As always, progress is at glacial pace.
I don't subscribe to Winni's Sharepoopits, but I keep getting emails trying to tempt me. I can see his headline, basically he appears to be running along the same lines as Lulu.
Serious question to any of the knowledgeable folks on here.
Has anyone got experience of the outcome of the type of financing that this company entered in to? Clearly, the case in favour of the asset keeps on improving, the list of impressive independent experts confirm what the potential is. However, the funding required to take the asset through to production and self sufficiency will be huge, David Hobbs adding to his holding is good reassurance to my eyes, so why then are the sceptics inferring a nailed on failure? Anyone who has been through similar circumstances would do us all a favour by describing how it panned out. I recall GKP, where the cost of getting going almost wiped out early investors, and similar with SXX, where the need for cash meant holders got smudged by the yanks. My own holding has been long term, and is at a very low average. If David Hobbs' stated ambition is realised, my return would be pretty epic. But we aint there yet.
The same clock ticks for us all.
I don't see large holders being willing to remove the people who know everything about our one and only product, and replace them with others. Can any of us influence our greatest potential client? Are their executives as free to act as some would think? Is current political attitude conducive to aiding the progress of a western owned company?
I believe, but have had no recent contact with the company to confirm it, that there are state deliberated additional obstacles. Can't prove it, I'm just an observer of world influences.
Awful lot of additional overheads associated with that plan.
Profile DOES need raising, just adds to my worries guessing how we'll fund it.
Endless new research does seem to have delayed commercial progress.
Politics is also worrysome.
We can all read what Louis10 is writing, nothing obtuse about his claim that David Hobbs has "been brought in as a cleaner".
That can not be interpreted in any other way than implicating him in the illegality Louis10 is alleging. That is gross defamation. As is the claim that we posters on here are part of some illegal group. I am in contact with nobody at all, and the posts I read from others range from those who know some others through AGM visits, to holders or interested parties who are expressing their individual opinions. The person using Louis10 as an alias is a disgrace, abusing the company and the posters here whilst hiding behind anonymity
If one considers all the folks involved with Pantheon, and their professional experts and advisers, Louis10 keeps on repeating the most foul defamation of character possible. In addition he accuses posters on here of being an organised deception campaign rather than individuals interested in the company and its' prospects
And yet he is permitted to persist with his clear abuse.
Can't figure it myself..
Stuff is highly controlled over there. By Health may well have state involvement, most of their companies are not as independent as we would think of it. Therefore a foreign owned company may well have encountered obstacles. Can't say I know for sure but I have had a lot of experience of how things work over there.