Member Info for alfista

Oh, the suffering !

You poor luvvies

:-)

Agreed Contango

Everyone can read the RNS information, and listen to the webinars, analyse the reports, and make their own judgement on risks. For me, David Hobbs being appointed has raised the profile amongst intelligent investors. The risk is one that he has been prepared to take on, reputationally and financially. I believe he has enough clout in funding matters to make investing here a sound proposition, but stress this is my decision, others should make their own

Constant ad hominem attacks on Scot, all he does is post information.

You are breaking board rules.

Stop

Credit where it's due, this is a much quicker performance improvement than expected.

Sensibly, we know that the pressure test data is being processed, which hopefully will lead to the conclusion of financing talks. Once that is tied up, a programme of future works can be set out. A greater level of certainty is clearly the key, perhaps today shows that it isn't too far away.

Hope so

We could be forgiven for thinking that someone had a desperate need to hold the sp back couldn't we?

Can't think who.

Indeed. The funding required to meet bond obligations and running costs has already been covered. The drill doesn't begin turning until in to 2025. So what he is trying to stir up as imminent is clearly irrelevant.

The shares are placed with long term holders, so not likely to be traded in the way that the bond holder would if they had received shares in payment.

So the sp should be influenced by the desire of folks to get in at levels that David Hobbs and the board described as way too low.

Aren't you being a bit obvious.

I hope not, I hope you are not playing games with this share again. You know, find a share that has been illiquid for a while, then do a few buys and try to get speculation going?

Or am I just paranoid because it's happened a few times already.

Nice bit of upward movement on just a couple of decent trades.

Hope it's got something significant behind it this time.

Personal abuse from the nutter who bought at the peak, and sold at the lows.

Silly old man?

Pot, kettle ?

Kinda makes you realise why DSM are keen to develop the gut health patents doesn't it.

Fruitflow would be a REAL health claim, rather than a couple of Vits added to a yucky shot.

The shots are direct competitors to Actimel, which can only claim immune benefits through their content of Vits B and D6. They actually make no health claim for the bacteria because it doesn't seem possible to scientifically prove there are any

Another alternative could be that the royalty is paid to DSM on future productions of Fruitflow, therefore beco9ming an invisible cost of goods in the accounts. No doubt DSM still demand their usual secrecy to throw potential buyers noff the scent of what their margins are.

It's a legitimate question, and one that I hope is possible for us to see an answer to. Not that I'm holding my breath over though.

Mol42

I think you are misreading some of the results

I agree that a 60k outflow is good news, but this will swing up and down in future reports according to stock levels and debtors v inflows.

The increase in debtors is solely down to the new business to business sales model. A further increase would be a welcome sign so long as sales volumes keep growing. This would be easier to finance without equity raises.

Extended terms are normal within industry, in my own trade 90 days is normal, 120/150 days are frequently offered to encourage larger stock holdings.

The main goal has to be adding more brands, especially more powerful ones, and they do demand favourable terms.

Just normal business IMHO

More or less agree with those comments.

Reasonably good sales, and sales pipeline, whilst we wasit for: a/ DSM to develop and commercialise a new area of health benefit (years away), and b/ ByHealth to get started with their undoubtedly strong marketing skills. (near term se hop)

Hopefully they don't have shares to sell.

Might be wishful thinking

Yes, that was for a buy, could do £1k, but not more

You're right, except for small trades, the instructions don't execute.

Puzzling

Merry Christmas one and all.

Four days away from the screen for me, the dang thing does take too much of our time.

Great work, as always gix, your finds are invaluable.