Member Info for alfista

Are they trying to cover for someone reducing their holding? The sp action is just weird at the moment

I'd agree in general, having been in the selling business for a long, long time.

However, they have huge negotiating power in the instance.

The most startling example I came across was a Turk who sold textiles, working on margins of less that 1%.

Obviously I very much hope that you are right, that sort of operating margin would be fantastic. Only time will tell.

My concern is that the newly applied for patents will string things out. Will they own the patents, how will that work out?

I think your assumed margins may be too generous. They will know what a reportable profit of that size would mean for PXS valuation, why wouldn't they seek to gain from that knowledge?

Just speculating

Good job that world potential dwarfes anything sold in UK then.

It's a pity that it isn't a remedy for constant whining.

I know what you mean gixer. The new applications are, frankly, gobsmacking in their potential. If we add up everything that Fruitflow is being claimed to be effective for, we have a wonder product. And yet the market is very harsh for us.

Talk of a bidding war is nonsensical based on a very small number of trades per week. let alone day. The large trades were on the negative side, and, as yet, unexplained.

Your newsflow is brilliant, the company's is ...... (insert expletive of choice)

Every time we think we have a market ready offering, up pop numerous new health claims, more patent applications, more delay whilst they are processed.

Sigh.

The very quiet period isn't good for us I agree. AIM market is not a good place these days anyway.

It would be really good for us to see profitability in sales to non China brands, this would give some strength in negotiations, avoiding By Health believing they have the whip hand. A delicate time, big move up in turnover requiring funding to support stock holding.

I think Ian Ford reads these boards, and will appreciate our need for some awareness of our loyalty,

Showing as a sell.

2 UT's in one day.

Summat's appenin

Imaginative.

Totally without any foundation in fact.

That's £64k in two transactions.

Could get an awful lot of Fruitflow made for that amount.

Just saying

I know what I see.

PT + tiny margin

TPT+massive, mahoosive margin.

Are you really saying all of the difference goes on upkeeping the b&m stores?

Really?

Agreed.

It's what has concerned us since we learned that a new, big, stock of Fruitflow will need to be produced.

I hope that's the reason, can't see anything else.

Steady flow of new additions to the customer base, albeit nothing world shaking.

Thanks gixer for being our info provider, very much appreciated

And that suddenly matters so much to you?

We were told that a new production would be needed. So is this possible funding connected?

Oh I certainly do.

Thing about figures is, if tortured enough, they will comply with any narrative.

It's an online business, tiny mark up. What they pay suppliers, and what they charge, is a known known.

And it doesn't add up.

They're doing what the others are, making SFA in the hope of eliminating competition. It may work, but many have tried.

You get so huffy, it's amusing.

If you could learn to read, you'd realise that I have already told you how tiles are delivered nationwide.

Evri?, Yodel?

You are hilarious.

My goodness me, in a single post you just demontrated how very little you know about the real world operation of tile sales and delivery nationwide. Not for me to educate you from real time experience, you just carry on in your world.

TPT and PT operate on similar margins !! Are you having a giraffe?

Think they have established now as overwhelmingly dominant in UK tile retail. The downside is all the overhead that brings with it, the current tightening of construction activity, coupled with consumer spending being ever more restricted by Rachel from accounts dipping her greedy hand in to pockets, will put a squeeze on high cost businesses in the short term.

DOGE is a deliberate disruption tactic, run by the arch disrupter. Such folk are rarely popular, I suspect that troubles them not a jot. Time will be the judge, but the demand to scrutinise out of control public spending will be a factor worldwide for years to come IMHO. The chainsaw era !

That's a fair argument, although by far the strongest growth of sales has been online. Even this outfit has been uber aggressive through Pro Tiler, undercutting their stores on many day to day products. There's the conundrum, do they spend on driving demand towards their very high priced stores, or operate on pop corn margins online, knowing that at any time another bunch of brands could appear to dilute market share.

If you believe local councils will give up their cash cow, stinging businesses whilst giving back nothing in return, then crack on. They know that the warehouses could relocate to the freeport zones for even lower costs. Some of the online chappies operate from farm sheds. Until we get a DOGE looking at bloated council spending, they'll carry on being leaches on good honest businesses, more's the pity