Member Info for Dr_Horrible

BH are the key, when they order massive volumes, the cost of production will drop dramatically. They say multiple of current total sales values, but substantial multiples of current volume for BH. That is the key to making it cheaper to produce and bringing to cost down, opening it up to more customers.

The DSM relationship was forecasting substantial multiples of current sales before the new gut health research. So there must be something big in the pipeline that never seems to happen. Perhaps BH volume production and cost reduction is required to unlock some of that? Just a thought.

I hope so, 9 months is such a long wait.

We can’t be sure that we will get any financial update until September. I hope we get it with SAMR approval.

I am guessing that we will get the SAMR approval between now and end of June. That should then mark the start of rapid growth for the company. We understand BH to have a large number of multi-national companies launching products, but I imagine that will all take time. Once we have approval, I expect the 5 year growth forecast will be significant and a good place to have our money.

Slam,

Exactly what I have been thinking. The Royalty is hidden or excluded.

At the end of September we had £435k (280+155) in FF sales.

3 months later we have confirmed FF sales of £889k (299+270+320).

So £454k (889-435) in the last 3 months.

They did say at the AGM that some companies stocked up prior to transition, so that would skew the figures for the early part of the year. Hopefully the last few months are more representative.

Then we have about £160k per year from FF+o3.

Less profit share to DSM from 01st Jan, so we will see an increased profit share.

The Ctrl button on the keyboard has stuck, panic!!!

Https://www.nutraingredients-asia.com/Article/2023/12/19/the-10-most-read-health-and-nutrition-regulatory-stories-of-2023-unveiled?aca_news_section=Global+Industry+News

No news is good news, hopefully.

Awesome!! Good find Gix.

Sirco Heart 3 in one yoghurt seems to be coming along. The website is being updated to show it is FF + Plant Stanols + Immunity Friends Nutrients.

https://www.sircoheart.com

I think this is caused by my bad luck. I was going to buy some more shares this morning at .50, but waited until after a meeting, by which time they had gone up 10%, so didn't bother.

You can thank my bad luck.

7 - 9 February, 2024 Milan

DSM are diamond geezers, Atalantia are Gold

https://probiotaevent.com/live/en/page/sponsors

They've just taken the old website and replaced the image I think. Now FF seems to lower cholesterol. They don't mention any other ingredients. The product design looks nice.

Moonshot goal:

the term moonshot entered the dictionary, defined as a difficult or expensive task, the outcome of which is expected to have great significance.

The transformation will be implemented on three specific moon goals: first, national invention patents for raw materials and formulas, second, research and development of new functions and heavy-functional large single products, and third, forward-looking basic research such as anti-aging and precision nutrition.

Its second moon goal is also being carried out in an orderly manner. Thomson Beijian, together with a number of authoritative institutions, announced the results of light hormone experiments aimed at improving blood flow health in Chinese people, and developed related products that are conducive to cardiovascular health with "Fruitflow®" as the main direction.

Snippet

https://cj.sina.cn/article/norm_detail?url=https%3A%2F%2Ffinance.sina.com.cn%2Fstock%2Frelnews%2Fcn%2F2023-11-28%2Fdoc-imzwepzn4636152.shtml&finpagefr=w_110&vt=4&autocallup=no&isfromsina=no

A total of 134 products were successfully registered in the first 6 months of 2022. Of which, 80 products had filed for registration last year, whilst the remaining 54 had filed for registration this year (2022).

https://www.foodnavigator-asia.com/Article/2022/07/20/most-blue-hat-health-foods-approved-this-year-made-immune-antioxidant-claims

It’s a bit vague, but gives a bit of an idea on the timeframe for product blue hat registration.

But DSM are still taking a large chunk of change. Step down 2 starts Jan 01st, which should improve our situation.

Would be good to know how many products are with SAMR for approval. We know BH have a couple ready to launch and we know that FF+O3 agreement was complimentary to the BH agreement. I can only imagine that FF+O3 is part of the approvals too. So at least 3 products will be launch ready when approved. I'm sure that more than 3 will be with SAMR for approval. The BH strategy is to create a number of product formulas, keeping the best formulas for themselves and offering others to customers.

I would assume the evaluation methods have been reviewed and approved by SAMR before the work commenced, or perhaps alongside the study work. It was likely this that results in the test scope changing, which resulted in a changing number of studies. Then SAMR reps are involved in the testing and submission. So I think approval is pretty much a box ticking exercise.

We are coming up to 3 months since submission. It is a dual track submission, FF + Products. We know that Product approval use to take years, but these days it has been reduced to 6 months from submission. So if FF can be done within that timescale, then the product approvals will be the critical path and land us in 2024 Q1. It's all guesswork.