RE: Provexis13 Jun 2024 14:49
What does everyone think about the potential order size for BH 'this would result in some significant orders for Fruitflow, potentially at a multiple of current total sales values". My assumption is that each order they make would be potentially multiple of current FF sales, rather than multiple small orders that add up to a multiple of total FF sales. So if BH ordered £2m worth, PXS would need to order perhaps £1m worth from the manufacturer to satisfy the order. They would then want to order for non BH stock at the same time so they make the order as large as possible and bring down the cost of production.
I expect the initial order to be fairly large, say £2m or £3m, but not much clarity around when they will repeat the order. We have no idea, but it's good fun to guess.