The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
They should not be making the health claim now.
Also worth noting is that as far as we are aware, the process to add additional health claims does not yet exist. It is a new process and the draft was released last year for industry comment. BH will likely be the first to add a new health claim. I think BH have been working with SAMR to create the process and will lead the way. I recall BH signed a contract with SAMR to help with processes and standards. That probably covers the health claims area, but there was little detail available on it.
There was initially 6 trials, then it was 9, then it became 8. As far as we are aware, all the background research is now completed.
Yeh there has been a large rise in excess deaths in all major countries amongst all age groups in the last couple of years, with CVD being one of the main driving factors. Watch a bit of John Campbell on YouTube for details.
The best way to solve the funding problem is to delay the purchase from DSM until they have sold enough FF to cover it. That's what they seem to be doing.
Which pub are you going to? I’ll come for a beer and get the inside scoop :)
"it is currently expected that this would result in some significant orders for Fruitflow, potentially at a multiple of current total sales values."
I think this wording started prior to the presentations to the industry where BH received strong interest from a large number of multi-national food & beverage companies to commercialise FF.
What’s going on in India, Iran, Bangladesh etc. We don’t know. Things are happening, but shareholders are not told about any of it. I find that a bit frustrating.
We are all sick of the lack of information and jam tomorrow. However, in my opinion, it would be crazy to sell all your shares now after holding for many years, given the information that we do know from a variety of sources. Decent revenue and profit growth will start with SAMR approval.
BH are reporting that the results are excellent and support the claims.
SAMR are embedded in the process throughout.
BH have a contract with SAMR to assist with standards and processes.
In my opinion, the approval is just a matter of time.
We know BH, the leading VDS brand in the whole of China will be launching multiple products themselves. We also know that BH claim to have strong interest from a large number of multi-national companies under their distribution agreement.
Things should change massively in the next 12 months.
I’ve been wrong on these things before and may be wrong again. I am certainly intending to wait it out to find out whether I was right or just brainwashed/mad.
Keep with it for years, wait until all the Chinese studies have been completed and product launch is ready, then sell 30m shares before the Chinese approval is announced. Sounds like a plan, go for it.
When it’s not a bank holiday you can just call and ask them. The helpdesk is very good.
The PXS & BH agreement was Nov 2021.
So is this saying that everything is done from BH side and ready to rock, they just need the approval?
Anybody know what is meant by product reserves?
It all seems to be totally gone now. I once wrote to them to tell them how bad they were. Their website lacked even the most basic information about who they were. Hope they are still going for obvious reasons , but I would not buy from them.
Yeh that’s the one I was thinking about.
I think Asim mentioned that the work was in Chennai didn’t he?
In the absence of any facts or news it’s all we can do :)
You may recall this article from 2019. It is regarding By-Health and their grand goal of Healthy China 2030 and their partnership with BASF, Fonterra Limited and DuPont Nutrition & Health, to carry out healthy-ageing and nutrition research.
https://www.xinyingyang.com/content-25-13298-1.html
This happens to be around the same time that BH and PXS entered a collaboration agreement for PXS.
So, although I have not really seen any other evidence for this, I think By-Health, DuPont, Fronterra and BASF are all working on the healthy ageing research together for the ultimate goal of Healthy China 2030. This would surely include Fruitflow?
These are all mega-companies with huge global reach.
Then there are all the other research agencies, universities, hospitals etc that they are working with to carry out trials and present the data. It all paints a positive picture.
But, as always... WTFDIK
DSM are highlighting ‘A unique science-backed and multi-ingredient approach to health from the gut’ at Vitafoods Europe 2023.