Member Info for BoringBernie

Gixer No worries and I agree with you on the focus on UK markets. It matters not one jot where DSM sell Fruitflow, so long as they sell enough, or look likely to sell enough, to convince people that Provexis shares are worth holding or buying, I ain't that bothered. I mean, I'd like people to know about Fruitflow and how it could help them stay healthy, but that'll happen regardless of whether or not I'm seeing a profit here, so that's more of a bonus really. Small, niche companies aren't going to result in much revenue coming our way Alf, so I don't really care about them. Call me old fashioned / blinkered or just stupid if you like, and if you think they're worth getting excited then more power to your elbow, but file me under NEA about them. BB

Gixer You're not really helping with this info ! Of the 11 you've listed, only Healthspan and TheHealthStore are companies which you could describe as having any sort of clout. The others are, if we're being honest, pretty meaningless. I understand you want to defend Provexis against the trolling from Squidbaby, but listing stuff like that is actually counterproductive. From an investment point of view here the story is really more about potential, counteracted by probability of success. From a trading point of view it's more about possible sp rises ( or falls ) caused by news or rumour which may, or may not eventually flow into fundamentals. In both cases, it's not about some products from tiny companies. BB

While fonters may only have come here because Alf's got his back up on the Worthington board, it's still a fair question. IF things didn't take off in China, then it's unlikely to be the end for Provexis. Along with the argument about valuation against net assets, it's by far the whole story and, as Gixer says, the value of the company is much more to do with the value of the IP as it is the sales or profit share. For sure, it's a "jam tomorrow" situation and no-one, if they were being honest, could say hand on heart that our revenue will ever definitely grow to match a 10 million valuation, but, in that respect, it's like a lot of other AIM companies, so you pays your money and takes your pick. As recently as a couple of weeks ago, DSM mentioned Fruitflow, along with four or five other products, in their Q2 presentation ( see https://www.dsm.com/content/dam/dsm/cworld/en_US/documents/presentation-to-investors-q2-2017.pdf ) ****** Nutrition | Outpacing market growth through sustainable solutions in Human Nutrition In line with Nutrition Strategy 2018, Human Nutrition is growing profitably by expanding its core, creating new products and solutions, by growing in underpenetrated categories/ regions, and by accessing new segments/ new business models, all via innovative, sustainable solutions Natural ingredients with specific health benefits such as: – Fruitflow® , contributing to healthy blood flow ... ****** Now that doesn't mean sales will grow enough to get us to break even or to turn a profit, but it does show that DSM still look on it as being important. If a time comes when they stop mentioning Fruitflow, then would be a good time to worry. In the meantime, I'll invest if the price looks right and reduce or sell up if it looks overdone. BB

Alf So they did, I must confess I missed that ! SiS only really came up on my radar after noticing some minor disposal of options by your Marketing Director The date was July 20th though, which should keep GCCR happy :) UK and Europe are expected to be operationally profitable ( EBITDA ) this year, which should give some indication of how the RotW will be in a few years time. You still hopeful of a takeover here ? BB

You'll likely get a trading update next month. There's been one in July for the last couple of years

I only have room for one house builder in my portfolio Strictly, and, for a variety of reasons, including debt, geographic spread and a relatively conservative management, I chose Bellway. Other builders have probably outperformed us over five years or so, but I'm comfortable with the risk/reward ratio here. BB

Don't knock quiet boards Strictly. Some companies just get on with being successful and fly under the radar BB - a shareholder for years - though I did reduce a few months ago, because I thought growth waa slowing. How wrong I was !

Alf I'm informed by a reliable source* that the details of the fund raising via Primary Bid and the EIS will be announced on Monday. BB *Tiddles the cat

Alf Fair does, you reeled me in hook, line and sinker :( As for selling FF+ via Amazon and the dosage / number of tablets, I can't say I was going to lose any sleep over it. Until such time as there's something to drive traffic towards Amazon / FF+ the only people likely to see the page are shareholders. I'd imagine any planned online marketing strategies will have links both to our site and the Amazon page to give people the choice of buying via Amazon ( a trusted brand ) as opposed to a site they've never heard of. BB

Those two PME's resulted in forty eight quids worth of shares being traded Alf. Now, if they'd have resulted in 48k's worth of shares being traded then you might be onto something, but, almost without fail, for years, PME's on Provexis have resulted in nothing newsworthy. Mind you, we are due news on Primary Bid so, if we get an RNS tomorrow then, for once, probably by chance, there'd be a correlation. If we don't, then I trust you'll be piling in tomorrow morning , at a price higher than what you'll like have to pay via Primary Bid ? :) BB

In 2012, 7.8% of US adults used fish oil/Omega3 products https://nccih.nih.gov/research/statistics/NHIS/2012/natural-products/omega3 i think it's dropped a bit since then, but if Fruitflow ever gets close to that sort of uptake then I'll be delighted The market in the UK for fish oils is > £100 million, again, if we ever get near that sort of figure, I'll be very happy BB

Yea, it does look like there's some year-end shuffling going on. Bantam was in for about a million shares btw. As for the order numbers, after last time, I'm not making any guesses ! If the total revenue for the nine to ten months is in the order of 25 to 30k, then the "divide by three" rule is probably about right, but, unless they give us the sales figure in any trading update / info on fund raising, then I doubt we'll get that info till September. BB

https://www.trustnet.com/Investments/Article.aspx?id=200607310700359398G

Davey If memory serves me right then Slater would have to start reducing once Chi-med breached the 10% by value of his fund. As of the end of Jan Chi-Med waa a bit over 6% of his growth fund so, a quick mental calculation suggests the sp would have to rise to 34 or 35 quid before it became an issue. I'm not totally sure about the 10% threshold of a fund though, but it does ring a bell from when he reduced a little while ago. BB

There could be a bid in the background, but I'd say it's more likely to be due to Mark Cavendish buying a six figure sum in the company. BB

Pennyago Here it is http://www.pressreader.com/uk/daily-express/20170131/282286729991851

Davey If you havn't seen it already, take a look at http://www.edisoninvestmentresearch.com/research/report/hutchison-china-meditech9/preview/ which values us currently at ~25 quid. The last part of that is probably the most important, and says "Approval(s), clinical data and/or deals should increase our risk-adjusted valuation.". With good news in the next year or two, I can see us being worth £40 to £45 by sometime in 2018. Plainly the risk lies in trials not having positive outcomes. BB

£4 ? £4 = 4 quid !

Davey Yea, I agree, although Howell sold ~15% of his holding over the last month or so, which probably didn't help short-term sentiment. I've been a holder since this was below £4 and a fair few trials will be moving into important areas in the next year or two, so I have my fingers crossed for positive outcomes on those trials. In retrospect, I should have taken some profits before our US listing, but such is life. BB

Market, or at least the market makers responding to the words "... which he intends to hold as a long term investment" in today's RNS relating to Su's exercise of options BB