Listen to our latest Investing Matters Podcast episode 'Uncovering opportunities with investment trusts' with The AIC's Richard Stone here.
https://nature--sciences--sante-eu.translate.goog/extrait-de-tomates-et-surpoids/?fbclid=IwAR3q73qZUWk4ywDo6FbQka951lcyUIHXN-Kaip1LTxA85S5YqVm5pl6RUuw&_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp&cn-reloaded=1
https://www.linkedin.com/feed/update/urn:li:activity:7030909814864007168/?updateEntityUrn=urn%3Ali%3Afs_feedUpdate%3A(V2%2Curn%3Ali%3Aactivity%3A7030909814864007168)&fbclid=IwAR1XNg5BGVZ1sh7FNoES-2dUQWFmOTNwXM3NtXzITtPPLyCs9aXOKyq2Bso
As for IF "swanning off to Aussie on the q".
If you read the RNS's then maybe you would have known that at the time he divided his working time
between the UK and Australia and when he returned to the UK full time.
As By-Health has offices in Melbourne, Guangzhou and Zhuhai it may even have been beneficial to be in Australia at this time.
Interesting comment from B-H International.
FF should now be available in Australia.
https://m.facebook.com/story.php?story_fbid=pfbid02vN7WGu4mWYYs5Vy1hHUgZHrMhmcFwEPeZjoofhhtvawmPEUR2HJXqA817D211ZdQl&id=102294678994286
Forgot the link for by-health international Australia
https://by-health.com.au/
I have said before but there is a way By-health could sell Fruitflow products in China or other countries without blue cap and that is through By-Health international
https://www.nutraingredients-asia.com/Article/2022/08/30/BYHEALTH-International-eyes-new-Asia-markets-and-the-US
That mention Fruitflow
https://qx-tynews-com-cn.translate.goog/system/2023/02/10/030564979.shtml?_x_tr_sch=http&_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
https://china-qianlong-com.translate.goog/2023/0210/7971108.shtml?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
Hopefully get some news next week as DSM launch their new Health from the Gut solutions platform at Probiota tomorrow.
https://www.linkedin.com/feed/update/urn:li:activity:7026201548242194433/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A(urn%3Ali%3Aactivity%3A7026201548242194433%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse)&fbclid=IwAR2LIJQUkaHXijDIyY65FZwsMPZMNHaUT96QJL0UDcsjuQrrV6aPoQSb0eM
and host a round table session on Tuesday.
Prebiotics
Towards the next generation
https://postimg.cc/B8mwJf7Q
Wellsite,
Cost to produce
150 euro = £135
£135/kg divided by 6,666 doses in a kilo = £0.0201 or 2p a dose to produce.
Wholesale price in China
6000 RMB/ kg = £735
£735 divided by 6666 doses = £0.1102 or 11p a dose.
11p - 2p = 9p profit per dose.
Again these figures are taken from the published articles and maybe way off the mark (or my sums are wrong) but I recon your 2.5p profit/dose could be a little on the conservative side :)
"the top local pharmaceutical company"
Could be Square Pharmaceuticals Ltd
"Square Pharmaceuticals Limited, the leading company of Square Group is the best pharmaceutical company in Bangladesh"
https://mybangla24.com/pharmaceutical-companies-bangladesh
"Square Pharmaceuticals Limited, the flagship company of Square Group, is holding the strong leadership position in the pharmaceutical industry of Bangladesh since 1985 and is now on its way to becoming a high performance global player."
https://www.squarepharma.com.bd/
sphinx, the thing we don't know is how long it was taking DSM to sell 1 million Euros worth of Fruitflow.
Your calculation would suggest once a year but it could have been longer (or shorter).
"Stability and storage
Fruitflow® II SD is sensitive to air, heat and light. The product may be stored for at least 36
months from the date of manufacture in the unopened original container and at a
temperature below 25°C. The ‘best use before’ date is printed on the label. Keep container
tightly closed. Once opened, use contents quickly and store below 25°C."
http://technicaldocuments.dsm.com/product_finder/technical_documents/DNP/level10/DNP_DNPNA_000000000005015118_PDS_en.pdf
Food for thought.
I cannot verify any of the following figures are accurate but they have been taken from published information.
Cost of Goods = 150 Euro a Kilo
https://kalbela-com.translate.goog/ajkerpatrika/lastpage/tuymwkotei?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
Retail price in China 6000 RMB/kg = 818 Euro/kg
March 2021
https://mbd.baidu.com/newspage/data/landingsuper?baijiahao_id=1693898004131476920&id=1693898004131476920&wfr=spider&for=pc&third=baijiahao&c_source=kunlun&p_tk=9730STo9J072M1g0xXZRVfXfOzJJ9r8LvLuQGv4skK7MNiAqI8HYeB9K09cgtOn8fiMSVMUcB1umi2hwOL4dYQ2AIERpR0rat9oadroAjcCpXHq2bwDAtOwzJR9p22EoZ2di4FVXwXIzQKC7fm8PxL8YDg%3D%3D&p_timestamp=1675530080&p_sign=e431b0d5367a77fa702f49d6eee0bfe3&p_signature=026274465313f9b0ccec538b807c2596&__pc2ps_ab=9730STo9J072M1g0xXZRVfXfOzJJ9r8LvLuQGv4skK7MNiAqI8HYeB9K09cgtOn8fiMSVMUcB1umi2hwOL4dYQ2AIERpR0rat9oadroAjcCpXHq2bwDAtOwzJR9p22EoZ2di4FVXwXIzQKC7fm8PxL8YDg%3D%3D|1675530080|026274465313f9b0ccec538b807c2596|e431b0d5367a77fa702f49d6eee0bfe3
So if you take it that the stock DSM holds is worth 1 million Euro and we are buying it back at cost then.......
1 Million Euro divided by 150 euro/kg = 6,666Kg
6,666kg x 818 Euro = 5,452,788 Euro
Subtract 1 million Euro for cost of goods = 4,452,788 Euro profit.
Wouldn't that be good if correct????
Some interesting comments/info from Asim in this interview for a Bangladeshi Newspaper.
Translation a bit iffy in places as well.
https://kalbela-com.translate.goog/ajkerpatrika/lastpage/tuymwkotei?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
DSM
Are you attending #probiotia2023?
DSM will be hosting a roundtable discussion on novel candidate prebiotics that go beyond the narrow range of traditional carbohydrate-based prebiotics. Make sure you don’t miss out!
Join the conversation on Tuesday 7th February, at lunchtime, to discuss our next generation solutions.
https://www.linkedin.com/feed/update/urn:li:activity:7026157142684430338/
Fully expected an RNS wrt the first payment for stock and how much it cost.
Bit disappointed to be honest.
Tomato extract may modulate gut microbiota and reduce TMAO levels
https://www.nutraingredients.com/Article/2023/01/30/Tomato-extract-may-improve-heart-health-via-gut-microbiota