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and it will no doubt be released well in time for the next Olympics in summer '24, maximising the marketing opportunities

W$,

A good point about BH releasing FF+ Nitrates, I was forgetting about that. BH already have a product containing FF as I recall, but it is not for sale, only for athletes at present, it is probably that. That will be where the Team China collaboration plays a big part in the marketing.

Our profit share with DSM has now changed, so we will see more profits to PXS for ex-DSM customers.

2023 Will see a material impact on the profit attributed to PXS.
2024 will see more attributed to PXS
2025 will see more attributed to PXS
2026 will see more attributed to PXS
2027 will be the first year of ALL profits from ex-DSM customers allocated to PXS.

So in the 22/23 financial year (this year), we will see a jump in profits for Q4.

In the 23/24 financial year, starting in April this year, we will see Q1 - Q3 on 2023 share agreement, then Q4 at 2024 share agreement.

Then when we should see By-Health purchase FF from Provexis within the 23/24 financial year also. They have 2 major products ready to launch and will also need FF stock for their distribution customers.

DSM will now pay PXS full for the FF they purchase on their pre-mix and market ready solutions.

Then we should see some sales/profits return as lockdowns are scrapped.

PXS have some more distributors that are interested.

All in all, we should see some major growth in profits in the next financial year (23/24), which will be reported in September 24.

Following that, we will be looking at drug development, BH growing their customer base and DSM making inroads with FF as a gut-health product. Maybe the gut health will make good progress in 23/24?

Then in the year 2047 I think FF + Nitrates will launch and we will see customers which are part of global businesses :)

Happy new year!!!

How many over weight or obese people are there in the world?

Read this to understand the DSM TMAO opportunity.

https://consultqd.clevelandclinic.org/tmao-producing-enzyme-shown-to-regulate-obesity-in-humans/

Full text:

https://www.researchgate.net/profile/Asim-Duttaroy/publication/366534583_A_water-soluble_tomato_extract_rich_in_secondary_plant_metabolites_lowers_trimethylamine-n-oxide_and_modulates_gut_microbiota_A_randomized_double-blind_placebo-controlled_cross-over_study_in_overweigh/links/63ab3de2097c7832ca6e231e/A-water-soluble-tomato-extract-rich-in-secondary-plant-metabolites-lowers-trimethylamine-n-oxide-and-modulates-gut-microbiota-A-randomized-double-blind-placebo-controlled-cross-over-study-in-overwei.pdf?origin=publication_detail

This article gives the full context of gut microbiota modulation and it’s importance in CVD prevention and why the DSM research is so important. Certainly one to read. Not sure if we have seen it before, but if we have it is worth revisiting in the context of the new patent.

https://mdpi-res.com/d_attachment/nutrients/nutrients-13-00144/article_deploy/nutrients-13-00144-v2.pdf?version=1609811478

A good summary of the SAMR process for ‘new’ claims.

https://www.cirs-group.com/en/food/products-with-the-new-health-function-claims-are-being-possible-in-china

Is that your view of what Friday’s RNS will say Naz? All a bit rubbish and no hope?

I feel much more positive and think the next 5 years will see exponential growth.

The Plant Derived Functional Foods section is written by Konstantina Papastavropoulou and Charalampos Proestos, both from the University of Athens.

Conclusion

Our results support earlier findings that polyphenol-rich extracts can lower plasma TMAO in overweight and obese adults related to gut microbiota modulation.

So higher TMAO level is associated with development of CVD. So it seems like more evidence that FF can prevent development of CVD.

That's good news Gix. That is one of the best companies we have had to date making another product with FF. That should add some revenue growth.

New regs were introduced in India at the end of 2016. FAQ Page:

https://apps.fas.usda.gov/newgainapi/api/Report/DownloadReportByFileName?fileName=FSSAI%20Publishes%20Frequently%20Asked%20Questions%20on%20Functional%20Foods%20-%20Health%20Supplements%20and%20Foods%20for%20Special%20Medical%20Purposes_New%20Delhi_India_05-29-2020

Can only assume that FF got caught up in this, as it did in the EU and later in China.

But as it is coming to India, that means that Provexis or another company is in the process of obtaining the associated health claims. Or has it already?

The India news is something I was not really aware of. Any idea why it is not already in India and what has changed, who would be releasing products and/or distributing, or what regulatory hurdles have been passed?

I expect the update to be on Friday the 30th December and provide:

- Confirmation that the By-Health clinical studies have completed
- That the SAMR approval will be submitted in due course
- An update on the current financial position
- An update on the funding for the Fruitflow existing stock purchase from DSM
- An update on the transfer of business from DSM to Provexis
- Something around new direct Provexis customers coming onboard
- Covid 19 related disruptions caused a drop in revenue

What I imagine that we will not get much detail on will be:

- Fruitflow plus Nitrates launch (the never ending story)
- Fruitflow +Omega 3 sales through the Chinese Cross-Border e-commerce ('CBEC') channel
- Research on a contrabiotic in collaboration with the University of Liverpool
- DSM's commercialisation of Fruitflow for modulating gut microbiota
- DSM's Premix Solution plans

Then we will get the standard woolly stuff that you can't grab hold of:

- The total projected annual sales value of the prospective sales pipeline for Fruitflow continues to stand at a substantial multiple of existing annual sales
- An increasing number of further commercial projects have been initiated with prospective customers, including some prospective customers which are part of global businesses

That's my guess.

Then the next formal update is September '23, but news can come in any time.

The main aim of the company has always been to get into China. Following regulation changes in 2016 that scuppered plans by multiple companies that were interested in Fruitflow, we may finally get SAMR approval and it's own health claim that no other product will have. By-Health, the biggest supplements brand in China, will be using FF as the basis of their cardiovascular health range. Their media reports also suggest that as the sole distributor in China, they have a large number of multinational food and drinks companies showing strong interest in commercialising FF in China.

After many years things will soon get interesting. What will eventually drive the share price is income and forecast growth. We expect that the initial By-Health orders will move us into well profit and massively reduce the investment risk.

You don't want to leave just as things are getting interesting.

I think we are only expecting confirmation that the studies have now been completed and the submission to SAMR will happen in due course. We do not know the process that needs to happen to approve the health claim once the submission is made, but our research so far suggests that SAMR are involved throughout the process, so it is more a final step, rather than starting the process.

Anybody tried this with FF + Omega3? We could have Ariel Automatic with FF.

https://www.tips-and-tricks.co/cleaning/aspirin-washing-machine/

interesting approach.

https://www.dailypioneer.com/2022/sunday-edition/short-course-of-antibiotics-can-reduce-aspirin-led-stomach-bleeding-risk.html

And you need to have your tomatoes with 150ml water lol