Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
DSM are highlighting ‘A unique science-backed and multi-ingredient approach to health from the gut’ at Vitafoods Europe 2023.
Atlantia are sponsors of Probiota Americas.
https://probiotaamericas.com/live/en/page/sponsors
Should give FF a lot more industry exposure.
"Would be glad to hear a positive view that sounds realistic."
We are pretty much all long term holders here and beyond us this share is not on anyones radar. That will only change if money comes in. So the real question is why are we LTH still deciding to hold.
A) By-Health have spent significant money, carrying out 6 clinical trials and 2 animal studies to obtain a unique health claim for FF. This is being done to specially target one of the main cardiovascular disease risks 'platelet aggregation' that has been highlighted by the state in the Healthy China 2030 initiative. We believe by specifically addressing this risk, the Chinese state will provide assistance to By-Health by opening doors for them. I read somewhere that contributing to HC2030 opens up significant opportunities for companies.
B) According to articles we have found, By-Health have received strong interest from a large number of multi-national food and beverage companies. One article phrased it differently, saying that a large number of multi-national food and beverage companies have agreed to help with the commercialisation of Fruitflow in China.
C) The Chinese demand for Vitamins and Dietary supplements is huge and set to grow exponentially. By-Health have had a majorly successful quarter. They have said that Fruitflow will be the basis of their heart health range of products. Because of the Chinese regulatory model and list of approved health claims, there is not a lot around heart health. Then all companies end up with essentially the same product offerings. Fruitflow is about to be in a very unique position, a health claim all to itself (platelet aggregation), then eventually perhaps blood lipid regulation and blood pressure reduction too, perhaps. It's a massive opportunity, no other products can make the claim for at least 5 years.
D) DSM seem to be keen to commercialise Fruitflow based on its gut modulation and TMAO reduction. They claim that global companies are back on the scene. DSM themselves own massive gut health brands. We hope that between DMS owned brands and global companies, some of them move forward with FF.
E) The most populous country on earth is India. We understand from Asim Duttaroy that Fruitflow will be available there soon, but we don't know how.
F) There are ongoing trials in Bangladesh by the leading pharmaceutical company with a view to gaining regulatory approval. We assume this to be Square Pharmaceuticals, the biggest in Bangladesh.
G) Our understanding is that PXS have more prospective customers that are expected to soon be direct customers.
I) We will make more money on existing sales, building up over the next 4 years. We assume the sales are expected to be fairly good, given that they are opting to purchase circa £1m on stock from DSM. They have £500k worth and need to work out the best way of meeting the demands, either purchase from DSM or bake up a fresh batch. FF is high m
Reig Jofre have a new ZAAX advert:
https://www.youtube.com/@Reig_Jofre/featured
Awesome results from BH. Hopefully they will be increasing their forecasts for FF.
Cant they find a better image to use. Pffft.
I paid 0.67 this morning.
As long as it takes. We've all tried guessing timelines and completely failed. The studies were supposed to be completed by the end of June 22, but here we are 10 months later with no indication that they have completed. Then when the studies are completed, we don't know how long the SAMR process will take. Then when it is approved, we don't know what the forecast order from BH will be. Then when they do order, we don't know how much profit the company will make from it. Then when we do make money from it, we don't know that the company will be transparent with the financials.
That aside, the main thing is that they go from losing money to making good money, then the risk goes down and the share price goes up.
Small mention of FF/Circulease.
https://www.revyuh.com/news/lifestyle/health-and-fitness/a-drug-free-solution-to-lower-your-blood-pressure-according-to-nutritionist/
The link doesn’t work for me. What were they investigating?
Once they have the forecast, do you think they will share it?
I know we will eventually know the end of year results, but we may not get clarity over what order come in during Feb/March, then April, May etc. We'll never fully understand the cashflow at this point in time.
We’ll never know.
Truly global businesses are the new dangling carrot. We'll be hearing that phrase for the next 7 years. Damn it! I want my £6m profit.
To be honest, they have been saying all along that they may need funding. But let's hope that "the Company will receive incoming funds from further sales of the Company's existing Fruitflow inventory" is enough to keep them going without the need for additional funds. Perhaps that is part of the strategy, orders coming in from start of new FY. Just hoping!
The profit is after agreed costs that DSM are entitled to recover for sales team and marketing etc. all that will go, so my assumption is that the initial transition will result in a good uplift.
After all these years we are now a profit making company. We may have made small profit 22/23, but will definitely make a profit this financial year. That will eventually be reflected in the share price when others start to realise it.
I tip my hat to you all.
Also interesting how they are already marketing it on JD.
"Light chlorin Fruitflow Water-soluble tomato concentrate fish oil soft capsules prebiotic good NMN partner heart, blood and brain health light chlorhetin 30 tablets/box [NMN companion]"
Prebiotic / blood and brain health
If you look at peoples comments for FF+ on JD, lots of people are saying that taking FF has really helped their sleep. Most of the comments seem to be about sleep, but the show owner then pastes about platelet aggregation and cardiovascular health in response. In NutraIngredients today there is an article saying that a new study shows that eating Kiwi with your evening meal aids sleep and mood. Now we know that Kiwi has similar polyphenol contents to tomatoes.
Has anyone here noticed that FF improves sleep? Not something I had previously thought much about.