Member Info for alfista

An impressive list of health benefits. I'm sure they apply to the general public, rather than shareholders, wherehair loss and blood pressure may be an issue? :-)

I think David is being civilised in seeking a face to face. Clearly, what this troll has written has been highly damaging to the company, and I would have thought that the company could easily prove that his pretend "knowledge of the acreage" in nothing more than self aggrandising piffle. Therefore he will be given the option of withdrawing the claims, maybe even apologising, otherwise the next steps are obvious.

IMHO

The wording is ambiguous I agree. I take it as 280k for the half year, with already 155k of not yet invoiced orders in the second half. If there are more incoming orders up to the end March 24, then the second half should easily exceed the first. I do think DSM would have tried to stock up as many as they could before handing the customer list over, so I don't think the 280k represents any particular level of sales that we can extrapolate. If that view is correct, there is reasonable optimism for non By Health sales going forward. Add the By Health potential, and we have another story completely IMHO

Big difference between retail produce sold at a premium, and commercial juicing tomatoes, where cost is the vital element.

I really shouldn't have to be pointing out the bleedin' obvious, but there it is.

While you're not making us vomit with all the Jim licking, we can all have a good giggle at your repeated failed predictions.

Are you sure you should be an investor? In anything?

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