Belluscura Share Discussion Threads

[senttothegallows] 30/6/2022 07:31

This takes Belluscura to the next level excellent news imho

[brummy_git] 30/6/2022 06:19

Pioneering POC firm Belluscura launches a new DTC channel in the US.

Find out all the analysis & investor significance here.

www.linkedin.com/posts/paul-hill-a5994116_bell-bell-activity-6948156042664947712-6-ou?utm_source=linkedin_share&utm_medium=member_desktop_web

[brummy_git] 27/6/2022 06:39

Invest in the best medical technology. The POC market is no different with Belluscura setting the pace.

Find out here why.

www.linkedin.com/posts/paul-hill-a5994116_bell-bell-bell-activity-6947073304587325440-zfS6?utm_source=linkedin_share&;utm_medium=member_desktop_web

[owenski] 27/5/2022 21:18

Vox/Paul Hill discuss BELL @9.50 -

[owenski] 25/5/2022 17:50

25 May article -

[owenski] 24/5/2022 14:40

23 May interview -

[owenski] 21/5/2022 15:52

Great to meet the CEO today at UK Investor show, I'm still getting up to speed with BELL, not bought in yet, sadly they didn't do their presentaion as no one turned up for that, I had an hour one to one with him and got up to speed on the company pretty quick, also filled me in on costs and margins. In my view only four companies there worth bothering with, BELL being high on that list.

[buywell2] 21/5/2022 09:47

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[buywell2] 19/5/2022 08:33

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[brummy_git] 19/5/2022 08:24

More positive news from Belluscura today, after being granted 3 more patents in the US - lifting the total to 30.

All the commentary here.

www.linkedin.com/posts/paul-hill-a5994116_bell-bell-activity-6932968593332576256-M0YN?utm_source=linkedin_share&utm_medium=member_desktop_web

[buywell2] 19/5/2022 08:02

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[maytrees] 17/5/2022 13:49

However the placing price was oversubscribed, which implies to me anyway, that your pessimistic analysis is possibly incorrect KoR_Wraith

[kor_wraith] 17/5/2022 11:51

The net cash position improved due to equity fund raises (primarily their IPO).

From the Final Results published in February:
"The Group had net cash of $15.59m (2020: $0.52m) as at 31 December 2021. The net cash inflow of funds raised in the year was $25.51m (2020: $2.25m).

During the period the net cash outflow from operating activities was $7.33m (2020: $$1.47m)."

[maytrees] 17/5/2022 11:22

Greetings Kor_Wraith

My reading of the BELL a/c does not accord with your post. My reading may be incorrect and your comments accurate but the cash position over the past couple of years seems ok to me:
Cash Flow 2021 2020 2019

$15.28 m -$532,290.00 $469,562.00

[kor_wraith] 17/5/2022 10:30

This company is going to need vastly more cash to grow into its valuation.

In my view, it's a straight gamble on the IP being uniquely able to efficiently deliver within this form factor, with a path to multi-year market monopolisation or large cap buy out.

I don't doubt the market size or the high demand, but the chances of a comparable competing product/regular shareholder dilution make this an uphill battle to justify the current market cap.

The company released its recent £5.7 million fund raise in a positive light, but that's an approximate 6% dilution with a 15% discount to the market price. That strikes me as likely to be arbitrage opportunism rather than confidence.

Good company, good product, underwhelming financial strength in the near-mid term.

[maytrees] 17/5/2022 10:25

Looking at the oversubscribed placing price of 85p only 4 days ago the current offer share price is lower so I have added again at sub 84p. Have I missed something? Anyway dyor.

[maytrees] 17/5/2022 09:41

Good morning
I added on the share price fall but dyor.

[owenski] 16/5/2022 14:00

It's interesting to speak to an end used for oxygen equipment and the faff involved. Although they are UK NHS based, they were gob smacked by the Belluscura portable product, didn't even know this kind of stuff was on the market. Speaking to this 'user' gave me a clearer picture of why BELL is a game changer.

[masurenguy] 16/5/2022 11:52

"Dowgate Capital Limited were forecasting (prior to today's placing) that #BELL will be profit neutral in 2023, cashflow positive by 2024 and deliver 2025 normalised EPS of 23.7c on revenues of $111m.

Ok, so how much is the stock worth? Well I would value the business on a 2025 15x-20x EV/EBIT multiple, which - discounting back at 12% and adjusting for $15.6m of net cash - generates a theoretical valuation of $320m-$420m, or 180p-240p per fully diluted share (135m) vs Dowgate Capital Limited at 180p B4. Plus, with many of #BELL's larger rivals either selling technically inferior products &/or struggling with acute supply chain issues, then there’s an enormous runway ahead."
Paul Hill 13/5/22

[maytrees] 16/5/2022 07:51

Good morning
Added a few just now at share price of 90p.

[brummy_git] 13/5/2022 11:11

The very best investment opportunities still attract capital.

All the news & commentary here wrt Belluscura's £6m over-subscribed placing today at 85p.

www.linkedin.com/posts/paul-hill-a5994116_bell-bell-bell-activity-6930834874870202368-k8AG?utm_source=linkedin_share&;utm_medium=member_desktop_web

[buywell2] 29/4/2022 06:43

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[buywell2] 26/4/2022 23:53

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[buywell2] 21/4/2022 07:31

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