Provexis Share Discussion Threads

[sigma3333] 09/12/2024 20:21

Not sure being associated with DSM is a good place to be atm

hxxps://www.foodnavigator.com/Article/2024/12/03/dsm-firmenich-calls-out-arla-bovaer-misinformation-over/

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[sigma3333] 04/12/2024 19:16

DSM in the news -



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[sigma3333] 27/11/2024 19:44

Lots in news today around strokes and irregular sleep patterns.

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[rikid2] 26/11/2024 19:04

Nice to see a bit of volume and upward price movement in the last couple of days.

[gix er] 17/11/2024 12:33

"What is going on there ???"

I don't think its been launched yet tbh.
They seem to be focusing on Rise atm.

[sigma3333] 16/11/2024 21:35

gixer
blame the FF supply chain, that old chestnut. Oriri is a strange one, Traveltab immediately were out of stock. What is going on there ???
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[gix er] 16/11/2024 12:13

Yes I realise IC test monthly and this doesn't tell us much other than its from the same or different batch as before. Batch sizes could be small or large depending on predicted orders. It also doesn't tell us if or when ON are ordering more FF.
Finding out how much product they can make in one batch might be a tall order as they could have different sized (mixing??) machines for that job.
Worth a look though :)

Amazon only gives you a snap shot of one supplier in the UK but can let you know if it remain a popular product.

[bareknee] 16/11/2024 09:55

Informed Choice buy and test products monthly as a quality control check so I wouldn't read too much into that.

To be fair, it'd be mildly interesting to know how much product of the type which includes FF ON can make in a single batch though. Now there's a challenge for you Gixer !

Looking at trends of recent sales on Amazon won't tell us much either. You'd expect an initial peak, but it'll take time for users to need to reorder so an early drop followed by a plateauing before, hopefully, an increase as word gets out seems quite likely.

[gix er] 16/11/2024 09:34

choice.wetestyoutrust. com/supplement-search/optimum-nutrition/platinum-pump-pre-workout

[gix er] 16/11/2024 09:34

Another new batch recently tested.
[...]

[sigma3333] 16/11/2024 08:27

I see Sales now below 400 at Amzn for them combined.

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[winner31] 29/10/2024 13:45

Gixer your probably right but they could order significant quantities of ff for the US market ,they seem very capable of mass production of hard and soft tablets !

[gix er] 29/10/2024 12:51

Not sure they have the capabilities to manufacture the raw material. They look more like a contract manufacturer. Mixing the ingredients together and packaging them.
Could be the contract manufacturer for Optiflow or maybe something new coming???

[winner31] 29/10/2024 12:02

Informer I’ve googled those products and companies you posted , I was quite impressed with some of the sites , Invapharm inc seem to be a manufacturer of vitamin tablets and capsules in the USA , I wonder if they will produce ff for us for that market !

[redprince] 28/10/2024 19:17

Huntergis...I appreciate the efforts of those who made the effort to attend the agm.I have talked to IF on a number of occasions but he has for some time now tried to avoid speaking to anyone he suspects of asking hard questions!
BB...not knocking your forecast but my point is that takes us to Nigh on 20 years since most long termer bought in!
It's all about perspective and mine is formed from a 15 year perspective...let's call it a well rounded view!

[bareknee] 28/10/2024 19:07

RP

Re 3 or 4 years.

It's probably, well hopefully, a conservative estimate but I'm working on the assumption that

2024/25 : Loss making ( this is baked in, after this it's just guesswork )

2025/26 : Break even or thereabouts

2026/27 : Net profit < 1 million

2027/28 : Νετ profit >= 1 million

[sigma3333] 28/10/2024 18:36

Huntergls
talking of paper losses, SL must be sitting on a good sized one atm - the public shows of support we saw mean nothing…
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[redprince] 28/10/2024 12:59

Huntergis - not sure how long you have been invested here - myself 15 years.
Fyi i have been to 3 agm's and another shareholder meeting.My point about Oz was he was not transparent about it and i feel he should have been.As for a quick p&d - chap when you have been here for 15 years then come back and lecture me about p&d's.


Provexis has long been a bod lifestyle company more than anything else - you may not recall that we were originally told to expect By-Health products by end of 2017.

The By-Health deal is very much a long term win here because we are likely to be very much on the thin end of any royalties in the early years so i would not get too excited for a while yet.

As regards my view on the co as a whole - well there is plenty to be less than happy about - you probably were not around when some of us attended a meeting where Moon tried to justify the SIS acquisition which was both unnecessary and left us potlless.We ceased to be an active r&d co shortly thereafter as we had insufficient funds to continue doing so.That is when IF came onboard on a part time salary of £70k.

Maybe you should look at his options strike price and tell me how that aligns with your expectations?

I have been here too long and seen too much to be lectured by someone who has been invested for all of 10 minutes.

[huntergls] 28/10/2024 12:36

RP, anyone looking in from the outside may see your view as more of grudge at IF rather than PXS as a company. This Australia thing is obviously got to you. I don't care where he lives just as long as he gets us to the end game. As he explained it's a lot of work negotiation with suppliers, getting the deal with Bi-Health, getting a better deal with DSM, and sorting PXS Ireland. He has got Luke back on board and does his level best to reduce placings. If you would have gone to the AGM you could have explained your worries. Anyone can do this via chat sites. All the ones at the AGM are all in it for the end game, not a quick pump and dump. We have all been in a long time yes but let's give it another 12-18 months. I am 99% confident things will work out really eell

[redprince] 28/10/2024 12:05

What you guys are missing is that the FD role is a part time one at best imo.This company has minimal t/o and exists on dilutive raises.His options have been set at undemanding performance levels so i disagree with Lucas on that.
FD's i have worked with (on MUCH less) were working for organisations who were turning over tens of millions a year and who were constantly doing 50-60 hour shifts each week.


BB you are going to give him the benefit of the doubt for another 3-4 years!?

You are a generous man indeed!

[redprince] 28/10/2024 11:30

Informer - i respect your view however as an accountant myself i disagree with your
belief that IF is actually worth his salary.Has he done a competent job - yes.However he lived in Oz for many years and did not disclose this and has become a millionaire
whilst shareholders have watched their net worth crumble here.How do you come to the conclusion he does the work of at least 3 people?

Look i still believe we have a future but i dont for one moment believe that By-Health
will provide any kind of instant transformation for reasons already given.

I guess its all about how we finish though isn't it?

Btw i am not carrying a significant loss on paper!

[winner31] 28/10/2024 11:30

Thanks Informer , most of those we know about , good to know they are looking to increase sales , as always without a global taking it forward it is going to take time .

[informer] 28/10/2024 11:21

Winner - from my hurriedly scribbled list some almost indecipherable ...... not sure which ones are the product or the company apologies if I got spellings wrong.

Invapharm Inc - Platinum Pump - Thrombo Phenol - Moreth - Optiflow Brick Lab - Someday Notorak ?? - Cardio Flow - Elken - Nahrin - Vestolux ( Iran ) - Syntrival(Germany )- Vida Max ( Phillipines ) - Red Beet Vintrax - Dr Wolz - Thrombo Flow - Thrombo Fit - Kardio Optimal - Zaax - Reff Joffnan - Circulease

There were several more I feel sure an email to either IF or even Luke Heaney may give you a more accurate list.

Hunter hope also I gave a reasonable account of the AGM - perhaps you could see if there is anything I may have missed.

Red - whilst I understand your negativity especially as a long term holder I suspect carrying a significant loss on paper I can see that Fords remuneration package continues to irk you however as a retired FD and in my experience I believe he does the work of at least three people and I am convinced of his commitment to the end game and repeat - if he pulls it off he will have been cheap.

[redprince] 28/10/2024 09:21

Huntergis - I hold little faith in DSM doing anything.They have not managed to land one global brand in 12 years - its the usual cut and paste from them and pxs.

Jam tomorrow - we are a director lifestyle company and have been since the company was incepted.