Member Info for alfista

Do you really believe that By Health have self funded the extensive research and submissions to attain top level approval for Fruitflow in China just to hide it away in the backwoods?
Really?

On the whole, encouraging.
Whilst the normal negative views remain on loop tape, the counter view is that a strong step forwards occurred in the financial year. Sufficient funds are in place to put the viability of the company beyond doubt. Revenues received increased substantially, were they to increase again by the same percentage in the current year, that in itself could bring self sufficiency very close. China is another matter entirely, as are the other future projects which can bring revenues of many multiples, it's more than obvious that this would move the company in to real earnings.

I know that the negotiation of a new agreement with DSM has been under way for a long time already, the conversation I had with Ian Ford touched on this, without any undue disclosure. The wording of the paragraph explains that Provexis could become the supplier of Fruitflow, and the suggestion that the amount paid by DSM for them to supply their existing client base could become more rewarding for Provexis. The prospect of Provexis changing their business model is intriguing, but I have some concerns over the funding and establishment of a stand alone supply chain. Firstly, it rocks the boat, the established relationship with a global specialist is not to be scrapped lightly, and I'm sure it won't be. Everyone, from the top down, has been more than a little frustrated by the pace of revenue growth, but these results show real growth, and the prospect of much more growth. I wish Ian Ford well in his negotiations.

It's an important point, patents are crucial, and it seems that more studies produce further areas to be patented.

And????

At the bottom of the report it was noted that it was state funded work.

It's a hugely significant report, showing Fruitflow performing well.
Not that the market has noticed.

The unknown is in what the new chiefs are planning. New heads at companies normally means a revised plan, very few settle for doing more of the same. Could mean more acquisitions, increasing the debt ratio possibly. Whatever it is, we won't know until it's happened, but hope for the same level of responsible ambition as the outgoing chairman and CFO gave us.

Very well managed through the difficult times, hopefully no further disruptions to business during the second half. We need to see the new board in action, where are they taking the group in the post David and Peter era?
I'd hope Mr Market sees a well run, financially stable business with a lot of growth potential.

I think everyone here knows a bit too much to fall for soppy tactics like this.
Well funded, development progress made, but sales and bottom line still a big "known unknown" IMHO

The old squad are back.
Hey ho

Don't know about that cinders, it wasn't me that was bragging about being semi retired and living off property rents :-)
What I've got, I've earned, and being a workaholic definitely has downsides.
Each to their own

Yep, they're selling at Mid, so there could be a sell coming through.
A few more for me.
I agree with Wellie, the momentum behind platelet aggregation treatments is an unstoppable force for the future.

My view is that the current trend of activist shareholders is doing far more harm than good.
People with a miniscule stake trying to control things they know nothing about are nothing but a menace to value IMHO

Wonder if any of the study publishers are associated with By Health.

Yet more evidence that the scope of beneficial effects of Fruitflow continues to expand.

But you stayed silent for most of that time?
Y'right.
Two years ago it was sub .3.
Bad judgement Naz, you shoulda scooped some up shouldn't you.

rhetorical question]
NOUN
a question asked in order to create a dramatic effect or to make a point rather than to get an answer.

Go on then.

A continual rise in the number of potential health claims for Fruitflow over the years ought to have been putting this in the minds of many more brands. There are so many now that perhaps the message is less than clear for which category to promote Fruitflow as being beneficial. Each claim, in order to be fully developed, could consume more resources. As every single one is a life enhancing benefit, it's hard to deny that such further development would be a good use of funds. Of all the brands we know about to date, only By Health have funded such further research. Against that, they are Chinese.
There should be more interest from Western brands, why are DSM seemingly unable to crack a sizeable one?

I'm guessing you haven't kept a running total of how many brands you've unearthed for us gix, but, over the years, it's a very long list by now.

Surely it's not complicated.
If it was a sell without a buy it would have crashed, it didn't.
If it was a buy without a sell it would have soared, it didn't.
If someone had increased/reduced holdings, we'd see an RNS, we haven't.
So, as far as the company is concerned, they've got nothing to inform us of.

..or movements between Market Makers. They were noted as not being price setting, so that idea would also be credible.
As for any of the HNWI's, the tax treatment of AIM shares would make it unlikely IMHO, and I don't see DSMV reducing unless Provexis choose to end the collaboration.

All just my opinion though.