Member Info for alfista

Does anyone know of any chat forum where such a discussion should be had?
It's something I've studied a fair bit, but would like to know much more about. For sure, the uber simplification being foisted on our young folks is but a fraction of the whole. They are feeding a three trillion dollar exploitation of a supposed fix.
Sorry for opening this can of worms on here, no more from me on the topic.

My issue isn't that they are using their hearts, it's that they're not using their brains.
The topic is a colossal one, not for discussion here.

Thought the market closed early yesterday.
Someone crept in with a tidy buy late on.
Happy Easter everyone, that's unless you are a misguided moron camped on Westminster Bridge.

The timing may not necessarily be driven by immediate needs, it may also be influenced by the wishes of the group that has underpinned other fundings over the past couple of years. It is feasible that revenues may be sufficient, but my thinking is that they may not be.

Happy over at the other one Bern? :-))

The chances that revenues have risen to such a point that this is now self financing are not that great IMHO.
So long as there are indicators of progress I don't see any issues in achieving one. We all know that the big target is yet to start to commercialise.

Purely for the purpose of this discussion, I wonder what folks think of the legal position. When a company is in liquidation, the appointed liquidator is the legal owner of such assets that there are. The former owners don't have any legal control or ownership of anything at all. So, if there is any value to someone taking on the listed company status and refinancing it to satisfy regulators to the point where it is allowed to trade again, possibly even compensating the pension fund of the "old entity", then it must be paid for by someone. Only if that contract produced a surplus over the other claims would ordinary shareholders see anything at all, they wouldn't have a stake in the new company, unless of course they were gifted a stake.

Picto is quite right, it could happen, but as long shots go it would be a miracle.

The man who stays long enough contemplating the river will see the bodies of his enemies come floating by.

FYI, this from the Jan update for Sage Group:-

"Financial performance
Group organic1 revenue increased by 7.6% to £465m for the first three months of the year.
Recurring revenue increased by 10.5% to £387m, underpinned by software subscription growth of 27.7% to £237m, building on the momentum generated at the end of FY18 as the business continues to focus on subscription"

Corner shops indeed !

Your point being?
Sage is the market leader, they have packages for all sizes of business.

What they don't have is the utter confusion of using the sane sequence for inputs and outputs.
Come to think of it, we've just gone through compliance with HMRC Making Tax Digital, no way would they allow such a practice.

I'd go so far as to say jumbling up your ins and outs in that way would be moronic.
Clearly zero experience in running a business.

Well, suspending reality for a moment, is there a case to be made that such an accounting system could exist.
Orderwise is quite a large company, one that I supplied quite recently. In the past my company has used Minster, Kalamazoo, Sage and Xero. All are market leading proprietary software packages for businesses of all sizes. All of these have separate numerical sequences for sales and purchases, as the only logical way to trace what is what in preparing accounts.
So, IMHO, no, it isn't credible as an argument, just another example of Puk being My Little Troll

Does this level trigger the Incentive plan they put in place a while back?
Have to say, I'm absolutely delighted at progress recently. My best performing share by a distance.

Ignoring My Little Troll.
Skid. In your 5th April post, you stated that SiS were "cannibalising sales" by heavily discounting. You only recognised the zero effect on gross profit margin after I'd pointed that out. As I don't have accountancy quals, it should have been the other way around.

So, no not worth discussing, as long as you don't make further claims which can be disproved using published data.

gaj1. Agree with you that normal discussion is not easy, due to a very few folks who regard holders chatting to each other as something to be discouraged.

The increase in the numbers on Fruitflow + despatches can only mean that more packs are being sold. I don't agree with Bella/Farmgal on this, but appreciate she is just having a stab at it. Are H&B sales included on this sequence? We just don't know. All we can do is await the updates, hoping to see indications that revenues can grow in the way we hope for. More revenues should equate to more funds to promote, leading to higher sales, the classic growth path for smaller companies who lack the spending power of the majors.
Of course, this is just the in house Provexis retail product. There are many others, supplied by DSM, with marketing support being paid to help them launch. The effect of those contributions would hold back revenues in early stages, hopefully that factor has reduced, increasing revenue prospects from DSM.
Then, By Health, potentially the biggie. A company with the resources to promote products in a massive way, as evidenced by their stellar growth path. They have identified a target home market for Fruitflow, and Chinese companies are not staying within their own boundaries, they are acquiring businesses in other areas of the world.
IMHO revenues from them are some way off, but evidence that they are becoming active with live products would be great for sentiment.

All just my view, each to their own in deciding what to do here.
ATB

A few holders like to compare notes on the order numbers, especially as the gap appears to be rising monthly.
For the life of me I can't begin to understand the mind of a poster whose only driving force is to stop such absolutely normal chat. Whatever the industry that a company is engaged in, holders will try to fathom how they are doing, knowing full well that there is no way to attain accuracy,
If the order number count was declining, there are two posters who we can be certain would be shouting it from the rooftops.
But it isn't, it is rising.

You said it would all be gone by now, so I thought you'd be happy that it's not.

Why would Dr Niamh need any commercial knowledge? The company clearly states that the future role is scientific support to the two commercial partners.

That really amazes me!
A qualified accountant doesn't have a glance at the maintained gross margin before posting a suggestion that it is being destroyed?
Staggering.

Been in here for a long time now, started buying prior to the refinancing That proved to be the right move at the right time. Today's results are very pleasing, the dividend yield keeps climbing, as does the expressed optimism within what is now a substantial group.

The board and all elements of The Mission are to be congratulated on such continuous strong success.

Quaquaversatile indeed.

Perhaps someone patient could explain the difference between a global distributor to the food/nutraceutical industry, and a brand that sells products to the general public.

In fairness though, By Health is far and away the largest and most ambitious brand involved with Fruitflow to date, and they have put their own resources behind regulatory approval processes in their own market.

So, why is it that gross profit margin has been maintained or improved, in successive published accounts?

It looks to me that you are deliberately ignoring the basics of retailing. One of SiS's competitors perhaps?

I clearly set out that the profit phase comes after the expansion phase decelerates, so again, why deliberately misconstrue it?

Too obvious really.