Marketing14 May 2020 14:39
Imagine the role of DSM.
The company as a whole continues to show high regard for Fruitflow, and still consider it a novel health benefit. When they have been asked if they are confident at AGM's, they have always given direct and positive answers according to attendees. So, their sales force is tasked with maintaining Fruitflow as a proposal to brands large and small. Of the brands who express an interest, DSM start to collaborate with at a technical level, each brand wanting to do due diligence rather than accept DSM's marketing claims, as they should. One would imagine that brands are doing the same for many other products under consideration. Once that is satisfied, it is back to marketing to ask the top level execs for a decision to launch. and there lies the imponderable IMHO. If brand A is asked for a decision, and been told "Not at this time, because of x,y or z" how much time must elapse before the conversation can be broached again?
In my business, I get sales people who become too persistent, at which point they become yet another victim of the Law of Unintended Consequences. the achieve the opposite of what the desire because they have become annoying. So DSM have to tread a careful course, maintaining contact and goodwill with the brand, feeding through snippets of news such as the further health claims that have been patented for example. Only after a reasonable period could they seek to have Fruitflow reconsidered by the brand.
Those who bought in long before it was known that Fruitflow could even be commercialised, writing their own script for how things progressed, then measuring the company against that arbitrary target, were wrong.
The agreement with DSM hasn't got too much longer to run. Perhaps there may be some stimulus to act triggered by that fact, perhaps the terms of the agreement will be changed.
Confidentiality clauses ensure that the market will be told after rather than before the event.
All a matter of judgement. For myself, I have never pretended to know the timescale, which leaves me less upset than those who made up their own and measure the company against it.
There is no marketing role for anyone at Provexis other than support for Fruitflow +Omega3, and that is strangled by finance constraints, perhaps even more so now.
I stress, anyone can decide to walk towards, or away from a share at the click of a keyboard. Those who decide to stay whilst doing their utmost to destroy sentiment are an annoyance to those who hold far more shares, having made the judgement to wait things out. I'm not particularly talking about myself in saying that, there are quite a lot of much larger holders than me, though they comment little or not at all. Sentiment does matter, constant sniping based on biased assumptions are only vindictive, serving no other purpose other than to make the writer feel important.
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