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Another question.

Is the gross profit assumption you have made;- 1. The mark up achieved on a price paid to DSM for stock, on which price DSM have already applied a mark up ? 2. A mark up on an ex factory price for Fruitflow direct from the producer ?

It's a bit rhetorical, we know the answer already, but it does indicate a gross profit margin for what is still a very much transitional period, they still refer to DSM stock holdings that may or may not be acquired. It also make a difference to sales, if DSM had no stock they would have to purchase it from Provexis.

The waters are so muddy, any further explanation that anyone can get from the company would help everyone understand the future.

Question

Was there anything exceptional about that year's trading? Did the company engage in any one-off activities?

I've got a few, that's all the details I'm giving.

We have to factor in that the world is not in an expansive mood. Most economies are concentrating on ruining their low cost energy systems and replacing them with disastrously expensive and unreliable ones. This leaves consumers feeling hard up, and there's nothing any CEO can do about that. China in particular is entrenching after many years of stellar growth, although its long term goal of impoverishing the West is going better that it could have hoped.

I believe that a change at the top would be ill advised. Tell me, who would enact such a process?

Current year sales growth.

Falling royalty payments, leading to increased margins.

By Health is at the mercy of the regime, nothing that this company could do would change that plain fact, but the sales trajectory elsewhere continues to grow

Looks to me that you didn't actually read it.

Just saying

Welly. Did you expect the establishment of a whole new business model, plus the addition of a further remote fulfilment centre, to come at no cost in its first year?

Really?

That being the case, the gross margin will increase as the royalty element drops out. Increased GPM on rising sales is very good news. Win win.

At current run rate there may be no need to raise. When major stocks are required, there could be ways of funding that other than from shareholders. This the same uncertainty that has hung over us for a long time, whether factoring invoices plus loan finance is a better deal that issuing more shares. Could go either way IMHO

Given the stated sales increase in the first half of the current year, at a similar gross margin, the trajectory would be breakeven at the full year. Cash requirement is another thing should large increases in inventory be necessary to supply the big growth opportunities of ByHealth and DSM gut health products IMHO

Has gut health patent been granted? Have clinical trials been announced?

I think that's a back burner.

China is China, nothing can be demanded of them, it simply doesn't work that way

Tricky time for the industry, with our guvv'ment working on depressing the outlook.

.No profit is not good news, but slightly less borrowings is a step in the right direction. DM is a realist, he's fought these battles before.

Point well made.

A B2B portal.

Agree

Is that not Fruitflowplus.com ??

Superb endorsement.

Hope the right people are paying attention.

You're right Welly

If only we could see some data.

Q. How many active brands with Fruitflow content worldwide.

Q. What average monthly volume/ doses per day sales

Q. What daily volume takes us over the line in to self funding/ net profit.

Rhetorical questions, I know we'll never get that level of detail.

Well I would take something in that region, but, viewed from here, that seems a high ambition.

The "nuts and bolts" business that has seen a hell of a lot of attention around the world. I've got no idea how many products launched to date, mainly pointed out to us by gixer. Provexis as the provider of Fruitflow to a lot of those brands is a very young company, we haven't started to see how the economics can play out in that area. So, for me, this isn't totally a binary choice, although I fully accept that the "big bang" scenario that would see an offer for the entire share capital is predominantly down to By Health's success.

China general situation is something I flagged up several years back, fully foreseeable.

However, a gigantic consumer marketplace has developed over the last era, the population want it to continue so there is reason to be optimistic IMHO

At least we are seeing some proper sized trades today.

Looks to me that 1 trades are just a flag for where the Bid or Ask is going to be set for a period.

But wtfdik

All those tiny matched trades. Could actually be no trades at all.

I'll take the increase in sp value, but there must be something we can't see IMHO

Still being portrayed as a new technology then .....

Stop it with the hurty words, big brother is watching.

Just thought you might have more up to date info than 2009, that's all.