Provexis Live Discussion

wheelds 04 Sep 2019

Provexis Fruitflow in China:- [link]

redprince 02 Sep 2019

Provexis Just my view but i suspect that the newish large shareholder has had some influence in persuading the bod to keep costs down and perhaps helped to argue for no more r&d costs until we can pay for them from profits rather than issuing more paper. AGM is within 5 or 6 weeks (from memory) as it was late last year. Personally until the SAMR tests have been approved i am not expecting anything much news wise. The $60 million question is when is that likely to be?

wheelds 31 Aug 2019

Provexis If this September the trade war between the US and China is sorted out and If Provexis results show an increase in revenue; And if half the revenue increase has not been spent on more and more patents around the world. And if the Chinese company By-Health start producing and selling Fruitflow products in China, Then no reason why our share price should not rise to reflect these facts.

wheelds 13 Aug 2019

Provexis China is a massive market for the heart health product Fruitflow and only today on the internet the scientists latest research has recognised that we all have what they now call ugly cholesterol which is the main cause of heart attacks and strokes and high blood pressure. And Fruitflow, on sale in Holland and Barrett and now soon to on sale in China maintains a healthy blood flow, and we all need to check out this new health concern.

redprince 08 Aug 2019

Provexis A decent remuneration for you nonetheless BB! Why would you work all year when you are on that sort of wedge? Yes i think you are correct in saying that IF probably was behind getting By-Health to agree to funding the MOU.I am very glad he did!

Boring_Bernie 08 Aug 2019

Provexis redprince: 7% a year would be fantastic imo.One has to gamble a little to make some money earlier in life but i take your point. I still feel this will come right at some point but realistically we are talking relative to todays mkt price and not that of 10 years ago. Yes fwiw i work in contracts as an accountant (for a lot less than your daily rate i might add). I’d 7% a year is a decent return, but not wonderful. I forget the exact figures, but I think the average annualised return on the FTSE100 over the last 25 years or so is something like 6%. That’s not my normal day rate btw ! A normal rate would typically be between 400 and 500 quid plus expenses. Knock off something for our overheads, and, if I was working full-time @ say 220 days a year ( I’m not, I’m a lazy bugger ), then it wouldn’t be much different to what Ford’s on. I reckon my job’s a damned sight easier than his ! To be fair to him, he’s presumably the one that’s got By-Health to agree to pretty much totally fund the research in the MoU, which has changed from a few months ago, and limits the amount needed for the next cash call. BB

nest_of_rampers 08 Aug 2019

Provexis Anyone got the list of ingredients for this fermented lactose drink then ?

redprince 08 Aug 2019

Provexis Fair points BB.Life is a learning curve and who has not learned something from PXS!I have learned to curb my natural inclination to invest heavily in high risk situations especially without due regard for management background and track record. 7% a year would be fantastic imo.One has to gamble a little to make some money earlier in life but i take your point. I still feel this will come right at some point but realistically we are talking relative to todays mkt price and not that of 10 years ago. Yes fwiw i work in contracts as an accountant (for a lot less than your daily rate i might add). Regards redprince

nest_of_rampers 08 Aug 2019

Provexis Looks good Gixer , they are definitely going to put the full dose off FF in this product are they ? I haven’t seen the ingredient list.

gixer 08 Aug 2019

Provexis nest, I don’t think we need to be worried about that. Here is just a snippet from By-Healths recent Semi-Annual Report. During the reporting period, the company focused on the following tasks: (1) Launching the main brand promotion strategy with protein powder as the image product During the reporting period, the company further increased brand building and market cultivation, with protein powder as the main brand image product and brand contact point. In May 2019, the new TV commercial of protein powder was officially released nationwide, and was simultaneously launched in CCTV, Satellite TV and the provincial government. Company passed Strategically invest in protein powder, assume the role of market leader, continue to maintain and stabilize the growth of the main brand, and drive the growth of all categories. In the second half of the year, the company will continue to increase the advertising of the “Thomson Bianjian” brand. The key export protein powder can cover the consumption attributes of more immunocompromised people and broaden the consumer groups. At the same time, further expand new consumption channels through gift packaging and establish New spending habits. Through the above measures, the company will further make large-scale cakes and realize the expansion of the protein powder market. (2) Three arrows are issued to further enrich and consolidate the strategy of large single products During the reporting period, the company further enriched and consolidated the strategy of large single products: the first large single product “Jian Li Duo” covered more consumer groups by introducing new packaging and new products, striving to achieve greater sales targets; In the pilot area of ​​the two large single products “Jianshijia”, the visual fatigue is the target group. In June 2019, “Jianshijia” launched a new TVC (TV commercial), focusing on the middle-aged and elderly people, and continuously and accurately communicated in the six key provinces, enhancing brand awareness and promoting category expansion; the company will probiotics “ As the third largest single product, Life-Space’s domestic products began to launch related probiotic products and resources in domestic pharmacies, mother-infant channels, etc. in March 2019, giving full play to “Life-Space” and the company’s original business. Integration, synergy. In the second half of the year, the company will continue to increase brand promotion of three large single products, and at the same time help sales growth by improving distribution, promoting channel sinking, and implementing refined management and operations. Through the success of the large single product, we will reinforce the main brand, form a brand ecosystem that integrates and promote each other, and build an independent large single product model and a new marketing model. (3) Open the e-commerce branding 3.0 strategy During the reporting period, “Thomson Bianjian” continued to provide independent brand endorsement system for the variety (category), and launched online professional young brands such as YEP and IWOW. At the same time, establish a super-responsive mechanism for online users and the market, and establish a special R&D team to build and form a “Tangchen Bianjian” online large-scale single item and explosive model to build a new business growth point. In the first half of the year, the company held several key promotion activities online, such as “Queen’s Day”, “Happy Day”, “618”, etc., combining the promotion of spokespersons with platform activities and marketing support through IP blessing. During the reporting period, the rectification actions jointly carried out by relevant state regulatory authorities have led to increased pressures and challenges for market stakeholders. In the short term, the overall growth rate of the “health” market and the dietary supplement industry slowed down. At the same time, the policies of some e-commerce platforms have changed, which has a certain impact on the sales of head businesses. Based on the above reasons, the growth rate of sales revenue of the company’s online channels during the reporting period slowed down, and only single-digit growth was achieved. In the second half of the year, the company will further deepen and implement the e-commerce branding 3.0 strategy, and implement more precise and refined operations on the online channel. (4) Accelerating the construction of super channel In 2019, the company introduced more new categories of products in combination with the characteristics of the business channel, further enriching and enhancing the number of varieties and outlets sold by Shangchao, thereby accelerating the construction of the supermarket channel and promoting the sinking of the channel. During the reporting period, the company’s nutrition soft candy was launched. Since the beginning of the market, thousands of activities such as soft candy tasting, road show, and new product launches have been launched. The United Cinema has made a number of promotional activities before the Toy Story 4 release, gradually forming nutrition. The unique marketing model of soft candy, at the same time, the company took the soft candy tasting as a breakthrough to enhance the exposure and attention of the “Thomson Bianjian” brand and products, laying the foundation for the future product promotion and the stability of the overall sales model. In the second half of the year, the company will further explore the market opportunities of Shangchao Channel by exploiting the number of supermarkets to cover the number, improving the distribution system of Shangchao store products, and innovating the terminal sales model. [link]

wheelds 08 Aug 2019

Provexis Note article on new Fruitflow product on sale now in China states “it has quickly seized the lactic acid bacteria water market with lightning speed.” [link] “Recently, Weixin Power has launched a new product of lactic acid bacteria, Weiwei Power. The temperament power of the blasting gene has a high degree of topicality since its launch, and it has quickly seized the lactic acid bacteria water market with lightning speed.”

wheelds 08 Aug 2019

Provexis 2nd August 2019 launch of new product in China:- "In the era of homogenization competition, brands want to be based on the market, and they must have innovative products in their hands. The power of nature is no exception. The brand recently launched “Lactic Acid Bacteria Water” and successfully launched the “沁” series, which opened up a new track for the differentiation of taste power. The series features both original and lemon flavors, featuring “healthy cards”: 0 fat, no preservatives, pigments, " “and specially added Fruitflow to promote healthy blood flow, gamma-aminobutyric acid relieves tension and relaxes, plus The taste and lively packaging of the lactic acid bacteria drink is particularly pleasing among consumers.”

nest_of_rampers 07 Aug 2019

Provexis We have to hope that the Chinese will be willing to spend lots on advertising , I am yet to be convinced.

Boring_Bernie 07 Aug 2019

Provexis redprince: Perhaps BB but i have always believed in if you understand the rationale behind the business model and believe in it then stick with it. You’re an accountant mate ( or qualified anyway, if it’s not your day job ? ), so should understand figures better than me. What follows isn’t having a dig at anyone, but is worth considering … For arguments sake, say Provexis got bought out in a couple of years at 2.5p. Create a spreadsheet and stick all your buys in over the years, and work out the annualised return (or loss ) of each of those purchases based on a sp of 2.5p Then, for comparison, look at the annualised return you’d have got by putting the same amounts, on the same days, into something just tracking the All-Share and reinvesting the dividends. Then consider the risk / reward ratio between the two. Lots of people on bulletin boards say stuff like “I’ve doubled my money here”, which sounds great, but if it takes ten years to double your money, then that’s only 7% a year, which isn’t bad, but doesn’t sound anywhere near as good as doubling your cash. Even trebling your money over that timescale is “only” about 12% Anyway. the business model here is very simple, but making money on our investments here over the years has proved to be anything but ! BB

nest_of_rampers 07 Aug 2019

Provexis How many got it right and bought at 0.5p and sold at 17p ? then stayed away.