Our latest Investing Matters Podcast episode with QuotedData's Edward Marten has just been released. Listen here.
Just for info
In July 2010 DSM sold 52 million shares leaving them with 143,769,230 shares and 12% of the company.
https://www.investegate.co.uk/announcement/rns/provexis--pxs/notification-of-major-interes/2438343
Their next holding RNS was May 2017 down from 8.2 to 7.9% holding the same amount of shares.
https://www.investegate.co.uk/announcement/rns/provexis--pxs/holding-s-in-company/5140966
No other holdings RNS as far as i can see.
Today we find out that they have sold just under 13 million since May 2017 and gone down from 6.48% to 5.9%
Surly DSM have missed a lot of Holding RNS's
Wonder if we will get one after the 5th of April.
Don't get me wrong, I am happy with todays news and the fact that DSM have increased their holding but they should be informing the market when a threshold is reached.
According to the RNS DSM have 5.9% so would have crossed a threshold. How that works because they are outside the UK I don't know. A threshold of 5%???
If the not in public hands info was updated with the wrong % holding of DSM then this info is wrong as well 🤔
Yes Provexis has not been on the DSMV website portfolio for a very, very long time
"Plant extract composition and application thereof"
2024-03-22 Publication of CN117731721A
Status Pending
"5. The drug for preventing and treating cerebral thrombosis according to claim 4, wherein the dosage form of the drug is a tablet, a capsule or a powder."
"Cerebral thrombosis is one of common ischemic cerebrovascular diseases, and has high death rate and disability rate. The main harm of cerebral thrombosis is to cause vascular occlusion and blood flow interruption, so that cerebral tissues in blood supply areas of blood vessels are ischemic, anoxic, softened and necrotized, and the damage of nerve functions is caused, and the cerebral thrombosis is particularly manifested by hemiplegia, limb numbness, motor confusion, slurred speech, dizziness, blurred vision and the like, and the serious people can suffer from coma, fecal incontinence and even death. In recent years, the dietary structure is changed, the life rhythm is accelerated, cerebral thrombosis is shown to be an increasing incidence, and the ill population tends to be younger, thus bringing great threat to the health of the vast population."
"Compared with the traditional technology, the beneficial effects of the embodiment of the application include:
the plant extract composition comprising the water-soluble tomato concentrate and the ampelopsis grossedentata extract provided by the embodiment of the application has a synergistic effect in improving blood flow, inhibiting platelet aggregation and preventing cerebral thrombosis, and compared with the use of a single extract, the water-soluble tomato concentrate and the ampelopsis grossedentata extract are combined, so that the effect is remarkably improved, the cost is greatly reduced, and the application prospect is very good."
https://patents.google.com/patent/CN117731721A/en?oq=%22CN117731721A%22
From one of the leading news sources for the nutrition industry.
https://www.nutraingredients-asia.com/Article/2024/03/25/byhealth-s-revenue-up-nearly-20-with-protein-probiotics-powder-leading-sales
New video from Dr Wolz
https://www.youtube.com/watch?v=QyQ1HCsC-B0
This is a bit of a strange one as it was registered yesterday but its already completed.
https://www.chictr.org.cn/showprojEN.html?proj=209610
By-Health released its annual report yesterday and although there was a mention in the letter to the shareholders from the chairman it was a bit generic with no added info.
"On August 28, 2023, the State Administration for Market Regulation issued the "Implementation Rules for New Functions and Product Technology Evaluation of Health Foods (Trial)". By-Health took the lead in submitting a registration application for a new health food function that "helps maintain normal platelet aggregation function". This application is aimed at clinical verification and related mechanism research on the impact of blood flow health on the Chinese population. The research results have been published in the Journal of Functional Foods", "Frontiers in Nutrition"."
https://app-xinhuanet-com.translate.goog/news/article.html?articleId=148b2034a76906a84f7b6eb82d262cc5&_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
Cant say the Chinese dont give plenty of info when they release their results
https://data-eastmoney-com.translate.goog/notices/stock/300146.html?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
In no particular order.
China/By-Health (Health claim/Blue Cap/Products)
DSM Gut Health (Product launch)
New Irish Company
New Fulfilment centre in Ireland (Progress)
Fruitflow II SD (how is stock level/ Use by Date)
Funding requirements. (needed or not?)
Even the new Sirco product. (Launch)
Granted not all of the above will require an RNS but news could land at anytime and hopefully before the September results.
Previously it was reported that ...
"In accordance with AIM Rule 26 in so far as the Company is aware the percentage of the Company’s issued share capital that is not in public hands is 8.2%."
And from the 8th of March.
"In accordance with AIM Rule 26 in so far as the Company is aware the percentage of the Company’s issued share capital that is not in public hands is 1.67%."