Member Info for alfista

Shall we guess the cost of growing tomatoes. Example 1. The fruits are harvested by machine, having grown outdoors in the warm climes of southern states such as Italy, Spain or Portugal. Example 2. The fruits are harvested by hand, having grown in a controlled environment requiring night time heating at the very least, and daily tending and sideshooting whilst the fruits develop and ripen, with huge maintenance costs for the infrastructure.

Not difficult to work out, surely?

Don't you think that the market has reacted adversely to the sharp increase in borrowing, at a time when money has become expensive, and general market conditions which look like they will be tough for some time. US and much of EU is recession bound. Baldy's did a good deal for a low end producer of shed fodder. Yet another family who will be glad to be out of it, as so many are in the area. IMHO

As far as I know, the board comprises:-

Dawson Buck, who introduced Fruitflow to Provexis at the very start, taking Dr Asim's discovery on the route to market.

Ian Ford, who has effective day to day control, has contacts with every possible partner, ne they scientific of commercial.

Dr Niamh O'Kennedy, who is the brilliant scientist who designed and executes all patent and regulatory applications, and has invaluable knowledge of Fruitflow.

So, who would you change, and who would you put in their place, also who would recruit someone else?

I think Tony Pulis retired.

Pot,

kettle

???

I believe the it was DSM who have developed and applied for patent for that particular health claim Krusty.

So it doesn't seem possible to avoid letting them sell in that market. We still see yoghurts selling for this area, even though they have no EFSA standard on the bacterial effect, if you follow the advert, the claim they are making is on a couple of minerals that are in loads of foods. But with Rachel Stevens fronting it up, I aint going to not watch.

Not sure you have those figures right.

Firstly, I would think that DSM would have made sure that their customers bought from them before they handed over, which would have a chilling effect for a while. Then, if turnover for the half year was 280k, the second half should deliver that and more. Having sales of 155k on the books at the start of the second half of the year, there's a good prospect that the second half will beat the first by some margin.

Setting up a despatch hub in Ireland is another cost, but, if it avoids tariffs (debatable), it could be self funding.

I've warned a few times that we shouldn't expect much from this report, only the full year to 24 will give a better guide.

I'm not happy that this view has been born out.

We know what we're waiting for.

The link with ByHealth, with their chief scientist having started his training with Provexis is the significant part of the story. All of the years developing Fruitflow, all of the added health function, but still they revert to the original one for Blue Cap approval. They have massive promotional capabilities, and have been preparing their PR offerings for ages. This is where the big numbers (and sp) is achievable, the extra revenues could unlock to door to proper promotion in other markets.

In that respect, we still have to wait. For the new trading pattern, we can hope to start gaining some insights.

They don't want to sell any.

By Health haven't got Blue Cap approval yet, so the orders that could be multiples of any prior order are still pending as far as we can tell.

Therefore, mu expectations are modest. Will the cash requirement be conclusively addressed? Doubt it, I think it will still be the sword of Damocles' over the sp.

Not that I know, only management do.

Seems to be no doubt that they've gone on a massive shopping spree using other folks' money. That's possible of course, provided that the acquisitions work. The Saloni plant in Spain is colossal, mothballing that suggests that they've got production capacity way beyond their sales ability, not that surprising if you factor in the Indian producers taking their lunch. Pretending to be upmarket, whilst delivering nothing special to the consumer market, is again possible in upbeat economic conditions. In more hard pressed times, they'll get battered by the giants of the Pamesa and Stylnul groups IMHO. Don't know about carpets, have no experience of the old flea trap area.

You make it seem so incredibly insignificant, and yet an audited accounts timescale was missed. Would a matter that required such a small adjustment really have delayed a matter that the law demands?

You take a strict supporting view at all times, that's your right.

The sceptical view is that debt has massively increased, and that spending in the sector is subject to harsher economic times.

Jury out.

If a contract is likely to significantly affect revenues, there is a duty to inform. If, over a period of time, that PO revenue is not detectable as in increase in business, only then could it be referred to as fluff. Not until.

Very clear to all that the economy is teetering on the edge of recession, and classically this spells rough times for marketing agencies. They are responding by continually repositioning the emphasis to sectors that have prospects. I had hoped that debt could be reduced, but they've chosen to invest in growth. Increased divi is most acceptable, given what my average is, it represents a tidy return, a benefit of long termism.

That research was from last year extrader. Having said that, the matters raised were never answered by the company.

I notice that Winny and Sharepoppets have got the knife in again, but I don't subscribe so I can't see what items he has identified as iffy.

As I said before, debt has risen year on year. By a HUGE amount. In an era of high interest rates, that has to falg up concerns doesn't it?

Much simpler than that.

If there is news of significance to the value of the company, they have a duty to tell the market.

The results will be what they are, to some extent the market has factored that in already.

IMHO

If you believe that you can deduce what every trade is about, then good luck with that.

Of course they make the market obtuse, they are fighting against a wide array of financial instruments, both long and short.

Not everyone trades actual shares. We all know that spread betting, CFD's and the like are all that interest some gambly types. And, just as the bashers indulge in mood management with the intent of upsetting and spooking holders, the "optimists" are just as likely to be talking their own book.

Getting stroppy with FCA will achieve zero. Just a bunch of hoorays who occupy a nice, cosy "working from home" cushy position.

Agree with that, we've had some determined trashers on since Mangrove started their tactical campaign, which has been quite dishonest IMHO

Got to say I'm getting tired of reading all the fiction about what MM's are doing.

Market Makers have the role of creating liquidity. So they tryo to buy cheap, and sell higher. Anyone who thinks they would sell to the holder of a short at a reduced rate is deluded IMHO, as it would cause them to lose money, and they wouldn't deliberately do that. they will short themselves at times, if they believe the sp will fall, they will sell shares that they don't have o0n occasions, believing they will be able to balance with cheaper buys On occasions, when demand is high, they will lose money on a days trade, it isn't always easy money for them.

Cut the fiction chaps, it just aint credible.

Big win for the group.

This level of work puts Mission in with the big boys IMHO

They could do with promoting themselves more in order to get the market to appreciate them.

Could they be any more positive?

This is another massive big up for Fruitflow, we can only hope that they can persuade the huge Chinese middle class population that cardiovascular health is worth investing in. By the looks of the market growth over there, they are getting the message. Launching in to such a fast growing sector is vital, just hope the state boffins will agree.

Look up what the role of Market Makers is.

They can sell shares they don't have.

The market is complex, numerous financial instruments apart from obvious buy/sell trades.