The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Hopefully ON will create a shot drink version of it too, like they have with Gold Standard Pre-Workout. Would also be nice if they launch it in the USA, or a similar product with FF.
My local Tesco has a large dedicated Optimum Nutrition section with branding. Hoping to see Pump in there soon.
ON Platinum Pump
- Dolphin Fitness - £25
- ON website - £30
- Amazon - £34
We’re all still here, a bit like Jack in Titanic, desperately clinging to a piece of wreckage whilst everyone slowly starts to disappear.
We’re waiting on BlueHat approval in China, DSM Gut Health progress and new product launches to drive us to significant growth.
Check back at the end of December for an update. We hope to have very positive news by then.
And the Best Wellness Drink award goes to……. Sirco
https://youtu.be/maZOb8UWrgQ?si=4MHhKRogU5RNrnf2
The existing one, along with loads of other ON products are in Tesco, so it’s coming to a store near you!!!
It’s not showing on the USA site at the moment, but the article does suggest it will be.
Https://www.optimumnutrition.com/en-gb/Products/Pre-Workout/Platinum-Pump-Pre-workout/p/C101501
£30 a tub in UK
It all depends where it goes on sale. We have GNC onboard, but their products are just EU. We need to keep check on it to see what territories it goes on sale.
Glanbia’s Optimum Nutrition becomes company’s first billion dollar brand
https://www.irishtimes.com/business/farming-food/2023/03/01/glanbia-reports-record-56bn-revenue-on-back-of-strong-us-sales/
Whether it’s for erectile dysfunction, preconception or meat processing, you need a bit of Fruitflow in your sausage.
Example 4, treatment with the composition of the present invention without water-soluble tomato concentrate can also significantly improve the sensory evaluation of beef pellet sausage, but the effect is obviously inferior to that containing Treatment of water-soluble tomato concentrates with compositions according to the invention.
All sausages need a bit of WSTC.
World Summit on Food Science & Nutrition. Duttaroy giving a talk.
https://foodscience2024.com/
If BH are expecting to launch FF in this calendar year, approval must be around the corner. They need to order FF from PXS, who then need to get production scheduled. It has to be produced and shipped to China (3 months?). BH then need to produce the product ready for launch (3 months?). So maybe 6 months to get ready for launch of BH products?
I think “it” means FF, business2business.
Hopefully the SAMR approval will be in place by July.
https://www.nutraingredients-asia.com/Article/2024/04/08/growth-asia-summit-2024-full-speaker-details-revealed-download-the-advance-agenda-for-free
Quite a list of speakers, including BH and LifeSpace, amongst lots of major players.
“Among the existing products, protein powder and Jianliduo have obtained new approvals, and we strive to launch new products within the year."
I assume this to mean re-approval, since Blue Cap only lasts for 5 years.
As FF is not yet approved, that tells me that these products do not contain FF.
As I understand it, BH have developed a wide range of products based on FF. Their own brands will get first dibs on them, then all others will be available for their customers to buy. BH have then said that they have agreement from a large number of multi-national food/drink & VDS companies to commercialise FF. BH having agreement from companies for their products have then developed those products and submitted to SAMR for approval. Therefore I expect the initial BH order to not only be fulfilling their own initial product launch, but also some of their business customers too, whoever is ready to go. When BH order they will likely pay upfront the same as other customers do. PXS can use that money to fulfil the order for BH and buy their own stock too with the profit. Perhaps they will use their cash in the bank too, depending on the forecast. I suspect that China approval may unblock some of the customers that PXS/DSM have lined up too, where they are looking to sell in multiple territories. We just need this SAMR approval which is now due. I am hoping that there are maybe 12 - 15 products approved (for 5 years) and BH and their customers are loaded and ready to fire. Does anyone else agree, or am I just too optimistic?
Yes, when BH put in a large order with PXS, PXS will need to put an order in with the manufacturer. PXS will want to order their stock for other customers as part of that order, as the large volumes will reduce the production costs, greatly increasing profits going forward. The PXS deal with DSM gives them stock at a good price, they don’t have to give any actual money, DSM don’t end up stuck with FF they can’t use, and it allows them to keep going until the large volume orders come in. Everyone’s a winner.
7 months since submission.
I think of it as joint IP and share of final product, not just supplying FF. PXS will want to retain control.