Belluscura Share Discussion Threads

[masurenguy] 25/1/2022 00:28

Comment from Paul Hill:

[danmart2] 24/1/2022 15:19

Is it fair to conclude BELL is still bringing and establishing its product to the market; once proven and accepted the sales will follow provided the sales team perform?

[74tom] 24/1/2022 09:58

Dowgate have issued a note on research tree; sales for 2021 pencilled in at $400k, which as others have pointed out is pretty immaterial vs the £144m market cap. They've upped the 2022 unit forecast from 3000 to 4000 which shows how quickly they are going to have to scale growth to keep up with expectations, this would produce $5.4m revenues but an EBITDA loss of $5.5m, cash at the end of 2022 forecast to be down to $7m suggesting ~$8m burn this coming year...

To me this looks like a case of limited upside & large downside right now. To hit the 2022 target of 4000 they are going to need to sell 333 units a month which is a large step up to say the least! One to keep on the watchlist - well done to those that nailed the move from IPO to today.

[diesel] 24/1/2022 09:40

Cheshire, not disagreeing this has exciting possibilities, just saying we may be ahead of ourselves for now.

[cheshire] 24/1/2022 09:23

So the units for sale can be bought retail at $2565 , which means the total retail sales value is just short of $1M . If we assume they are sold to distributors for say half of that value then we have sales of half a million. If that grows as I suggest, we could have sales anywhere between $5 and $50 next year. Use a p/e of 30 and the current share price looks like it could still go a long way still.

[diesel] 24/1/2022 09:19

Must admit the mcap does seem to be extraordinary at this stage of business development, but the market is huge, could see this drifting for a while now until new marketing territories and/or follow on product announcements.

[tanners] 24/1/2022 08:22

It's reasonable progress, but sales will need to show an exponential growth rate to justify the market cap imo.....not saying that it won't/can't happen, but feels like quite a frothy valuation at the moment so I'm out.

Will still retain a smaller interest through my TEK holding, so obviously hope that it continues to progress and develop further sales pipelines.

Edited to add - Cheshire our posts crossed hence my repeating of the exponential growth!

[cheshire] 24/1/2022 08:18

Any new medical device like this will attract orders from hospitals and other institutions who will now be evaluating the product. If it does what it says on the can, and is found to be reliable , the second wave of orders will be 10-100 times the level of the evaluation orders. We could easily see exponential growth , but more likely Belluscura acquired by one of the medical device big players.

[joe say] 24/1/2022 08:09

@pngaseF - its clearly good - 25% ahead of consensus forecasts

[brummy_git] 24/1/2022 08:04

More positive progress being made wrt Belluscura's leading portable oxygen concentrators.

All the news & commentary here.

www.linkedin.com/posts/paul-hill-a5994116_bell-bell-bell-activity-6891287810457104385-GxX4

[pngasef] 24/1/2022 07:55

RNS out! They sold 377 units last year. Can't decide if that is good or not, but they say it is ahead of their expectations.

[diesel] 13/1/2022 21:25

Buywell, lots of good info but….right now a one product company will feel more relaxed when follow on announced.

[buywell3] 13/1/2022 20:33

It is not a one product company

They have two more oxygen concentrators due to come our soon


The Patents/IP that they own also allow a much larger oxygen concentrator could be produced, several of which could supply a hospital and avoid having supply issues

They also have patents pending for the use of their technology in hospital settings/treatments which use additional Belluscura products and technology --- example

In the new developing area of extracorporeal carbon dioxide removal (“ECCO2R”) so as to support the respiratory system. The potential advantages of ECLS for respiratory failure include the ability to rest the lungs by avoiding injurious mechanical ventilator use

Plus another patent pending that is in the area concerning new systems and methods for improving patient recovery postoperatively by using Belluscura oxygen concentrators together with a Belluscura level of consciousness monitor whereby a Belluscura central processor includes a sleep database having baseline sleep information for the generic patient and the Belluscura oxygen concentrator is configured to provide a flow of concentrated oxygen to the patient as required regarding the patient's state of wakefulness, awareness and alertness

And others ---

If you cast your minds back then you might recall one of the BELL appointees last year came from a much larger USA competitor ---- Mkt Cap in the $ Billions

BELL is set to make major inroads into the USA market of portable oxygen concentrators in 2022 with what many would call their disruptive technology

The light weight of their units coupled with battery longevity and modular design also might well attract the attention of the Armed forces of some countries as it is significantly better than what is being used now.

Modular design means that spares can be more easily carried and used so as to keep oxygen concentrators working in front line conditions

imo dyor

[diesel] 13/1/2022 12:53

Yeah totally agree, a one product company with scant info on forward looking sales and P&L, but right product and expanding market, who knows. Also, tiny player.?? Could be snapped up by a major.

[tanners] 13/1/2022 11:16

This share causes me more head scratching than my stuff that doesn't move!

The valuation is almost crazy for a Company in which there is yet to be any steer on how sales are developing....but I also thought that when it was at £1 and it just keeps going.

I should be top slicing some more, but it doesn't seem overly optimistic to think that there's a good reason why people are happy to keep paying ever increasing prices for a slice of the action as I haven't heard that it's been tipped anywhere recently.

Decisions decisions!

[diesel] 13/1/2022 10:58

They have promised a market update early Jan, so anyday now.

[maytrees] 13/1/2022 08:32

Anyway the BELL share price is up again (so far) and earlier than usual today.

[98baileys] 12/1/2022 21:11

Why do you refer to yourself in the third person? So weird

[buywell3] 12/1/2022 19:25

Flu is mutating with Omicron to produce a ' Flurona' mutation in some countries
This imo is of some concern in the middle of a flu season

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Point being that the way things are going with Coronavirus and Long COVID

The market for oxygen concentrators for Long COVID sufferers is growing by the day

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Much is being said about Omicron being like a cold --- not to be taken seriously

Then why is this happening ?

Covid: Deaths surge by 80% in last week - Omicron wave rampages through UK
OMICRON continues to wreak havoc, with 1,660 deaths recorded in the last week - a colossal surge of 80.8 percent.

[faz] 12/1/2022 15:34

I filtered him months ago; a silly little BB narcissist.

[maytrees] 12/1/2022 15:00

Not sure how Chinese 'flu is connected to BELL but the latter is now up again and I think at a record high. I am pleased to hold but dyor.

[buywell3] 11/1/2022 20:07

What will come after omicron ?


The WHO has once again belatedly stated some obvious observations , namely:

1) Continued booster shots are no longer a viable strategy

2) We need a new vaccine for omicron

3) 50% of Europe will be infected by omicron within weeks




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buywell has previously gone further both here and on BUY where 3 Billion was forecast for 2022 within weeks of the start of this pandemic due to mutations

omicron will not abate till around 75% of the world has acquired it

We have been lucky that at the present time it affects the upper respiratory tract more so than the lungs as Delta did


However what the WHO needs to do it look at the question and the solutions of how airborne viruses can be deactivated in indoor settings

Remember for the first 12 months of this pandemic the WHO and the CDC were both of the opinion that Covid-19 was passed on via surfaces NOT BY BREATHING IN THE VIRUS

That despite buywells best efforts --- we need more switched on advice from those who should know better

[maytrees] 11/1/2022 13:33

At record high now. More news soon I wonder?

[buywell2] 08/1/2022 20:31

Up to now Long COVID in the USA has not been properly recognized as qualifying for disability status and the medical benefits which go along with that

This seems to now have changed


Guidance on “Long COVID” as a Disability Under the ADA, Section 504, and Section 1557





As many as 100 million people globally have or have had long COVID-19, according to a study by researchers at the University of Michigan in November 2021.

As omicron numbers were not included in that study and the omicron wave has been forecast to wash over 3 Billion people within the next few weeks



Long COVID numbers could now rise significantly

A scientist in South Africa has found a link between microclots and long COVID-19, which she says is an important step in better understanding the affliction from which 100 million people are suffering. Resia Pretorius, and her team over the summer found high levels of inflammatory molecules “trapped” in the persistent microclots observed in long COVID-19 patients.

Inflammatory micro clots in blood of individuals suffering from Long COVID

October 4th 2021