Belluscura Share Discussion Threads

[mjneish] 20/11/2022 19:42

Revenue of around $0.5 million in H1 2022 with an estimated revenue of around $28 million next year (according to the IC). Can someone explain how this justifies the current market cap. of over £700 million? Thanks.

[oakville] 14/11/2022 07:24

So somebody at the mail has a few of these and they try to get some coverage. lol

[buywell3] 13/11/2022 22:43

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

[masurenguy] 13/11/2022 13:26

Thanks trustedinvestor - some interesting points.
Currently on my watchlist but with no position.

1. The company floated on AIM at 45p in May 2021. The shares shot up to £1.20 by January 2022 but they have since drifted back to 56p. At this level, they are a strong buy.

2. Portable oxygen machines are not new but Belluscura has taken the concept to a new level. Its first device X-PLOR, weighs just 3½ pounds, can be strapped to the back or worn over the shoulder and delivers 95 per cent pure oxygen to patients whenever they need it. The second device, DISCOV-R, will be launched early next year and is even more sophisticated, able to deliver oxygen both continuously and on a pulse basis, depending on users' preferences.

3. Both X-PLOR and DISCOV-R have been approved by US health watchdog, the FDA, and last week, the company received ISO certification, which should allow the group to sell its kit in the UK, Continental Europe and Asia by 2024.

4. Belluscura is set fair, signing deals with major US healthcare firms and launching its own ecommerce shop so individuals can buy the kit directly, for around $2,000 (£1,750). Analysts expect great things from Belluscura. Last year sold 377 pieces of kit. This year, sales of 2000 are forecast, rising to 18,000 next year and 70,000 by 2025.

5. The company is loss-making right now but should make a small profit next year, soaring to $15.6m 2024 and more than $40m in 2025. The portable oxygen concentrator market is forecast to grow at around 14% annually over the next four years, reaching $2.76bn by 2026. That gives Belluscura plenty of scope to expand.

Midas verdict: Demand for its kit is increasing and the pace should pick up materially next year and beyond. At 56p, the shares are a buy.

[trustedinvestor] 13/11/2022 12:58

MIDAS SHARE TIPS: Cash in on a breath of fresh air for asthma victims https://mol.im/a/11420173

[buywell3] 13/11/2022 03:47

------- Long Covid and multiple Covid-19 infections -------

More medical studies are being published , some of which involve data from millions of people

The findings are not surprising :

Repeated acquisition of Covid-19 leads to increasing organ damage across all age groups

There is also increased risk of death and of Long Covid outcomes

COVID-19 reinfections substantially increase risk of death and Long COVID - World Socialist Web Site (wsws.org)


Covid -19 has not gone away , indeed it is spreading in waves once again as it continues to mutate and evade previous vaccines
New Wave Of COVID-19 Infections: Cases Double In Australia, Infections May Spread Faster in Winter | TheHealthSite.com

Lack of action in all governments regarding the provision of equipment that inactivates this virus in hospitals and schools is now proving to be a big mistake as the virus stays with us and reinfects many people of all ages

Inactivation of the virus in the air --- which is the medium by which it infects us --- ie by the use of UV-C within air ducts and purifiers has simply not happened

Likely because politicians think that the virus will go away and the monies spent will be wasted

How wrong history is proving such misguided thinking to be

Research shows that multiple COVID infections could lead to severe health complications (msn.com)

New mutations are coming faster not slower
The ‘BQ’ versions of COVID-19 account for nearly 30% of Utah’s cases - Deseret News


Long Covid cases grow apace
A long-term mystery: TTUHSC experts talk concerns, treatments for Long COVID-19 (yahoo.com)

ManyLong Covid sufferers will either cease work or work less
UK says 500,000 drop out of work due to ill health after Covid | The Peninsula Qatar

Action is badly needed to inactivate this virus in public indoor spaces

[brummy_git] 10/11/2022 08:47

More encouraging commercialisation news from portable oxygen concentrator developer
Belluscura today.

Find out all the exciting details here.

www.linkedin.com/posts/paul-hill-a5994116_bell-activity-6996391191810293760-w2WZ?utm_source=share&utm_medium=member_desktop

[owenski] 02/11/2022 10:22

CEO interview from last week -

[matrixtrader] 01/11/2022 16:25

Holding rns released last night that you may have missed - the non executive director mr poutney bought 150 grand worth of stock for himself and wife taking his stake to ten per cent A nice vote of confidence

[cheshire] 01/11/2022 12:53

Chart looking very interesting now, it would not take too much for the share price to step back up to the highs we saw earlier this year.

[maytrees] 31/10/2022 14:53

Possibly more than Long Covid thoughts in investors' minds given the
15%+ gain so far this pm?

[maytrees] 31/10/2022 14:40

Renewed interest in these today so far.
Long Covid issues perhaps?

[buywell3] 24/10/2022 07:30

Lest we all forget about Long Covid --- which is happening
Long Covid has not gone away it is now showing its hand in many ways


National Center for Health Statistics
CDC

Nearly One in Five American Adults Who Have Had COVID-19 Still Have “Long COVID”






‘We are in trouble’: Study raises alarm about impacts of long covid

October 2022




Covid can cause lasting lung damage – 3 ways breathing can suffer


www.livemint.com/science/health/covid-19-3-ways-long-covid-patients-respiration-can-suffer-11663910139551.html

[dnair28] 13/10/2022 15:38

Back at IPO levels again. Very tempting to dip another toe...

[owenski] 13/10/2022 08:23

I like the business and have met Bob (CEO) a while back, they need to prove manufacturing and sales ramp up.
Agreed on valuation, I held off buying because house broker estimates it wont make profit for a couple of years, but it does seem to have enough funds, I thought the prior valuation had priced in a lot already.

Will start to get interested if this goes lower, no need to rush.

[dr biotech] 13/10/2022 07:58

It’s not a great time for small caps in general, but this has been overvalued for a long time. Needs proper sales, think Buywell was predicting £10m or something this year but as he/she/they have deleted their posts we’ll never know. May be an interesting idea in 6-12 months when we’ll have a better idea of whether they can make it to breakeven before running out of cash.



Dr Biotech - 22 Feb 2022 - 10:08:29 - 224 of 313 BELLUSCURA - Enrichment through oxygen concentrators - BELL
£90m enterprise value for a company that has approx annualised sales of £1m and makes a substantial loss?

Going to have to get a lot of things right.

[owenski] 03/10/2022 19:54

Do you have a link for that.

[stuffee] 03/10/2022 18:06

Interesting virtual presentation by Bell management pm today, with encouraging progress on new distributors, transfering production in house etc.

Bit concerned with estimated future cash outflow during 2022 of $11m, due to brokers' estimated trading loss of $8m (inc forex loss of $3m) and increase of inventory of $3m, (mainly raw materials). Dyer,(CFO), referred to continuing trading loss for next year and necessary further increase in inventory as trading increases. Although Dyer mentioned more finance from factoring of debts, I fear some share issue highly probable. Conventional placing in current market will be difficult and I fear some discounted placing or even rights issue to raise $5m/$10m at say 25p.

I am a great fan of Bell and can see large profits in 2 years, but can't see myself buying more until finance clarified. I guess this uncertainty causing current share price weakness.

[rosejs2] 03/10/2022 17:15

Most of the Apple’s parts are made in China so assembling becomes low cost
Almost 90 percent of the components are made by Chinese manufacturers. It is costly to move those components somewhere else and then assemble them.

To prevent this, Apple is linked with Chinese iPhone assemblers that assemble and package the iPhones.

So, the making of components and assembling those components is straightway done in China (That is why you see “Assembled in China” at the back of the phone).

[rosejs2] 03/10/2022 17:09

If I remember the manufacturing details of their China relationship.. It is the same as Apple who manufacture a substantial part of their mobile portfolio with the same manufacturing (Chinese) Company. If Apple are allowed as many other other major brands to continue their Chinese Manufacturing requirements then why would Bell be different?

[cyfran101] 03/10/2022 16:56

How will Belluscura cope with USA (already) and EU (considering) having legislation to prevent China remaining a link in supply chain?

[trustedinvestor] 20/9/2022 11:17

Rome wasnt built in a day. Looking good for H2. Excellent interviewhttps://www.voxmarkets.co.uk/articles/q-a-with-belluscura-ceo-bob-rauker-cfo-tony-dyer-081a5f0

[faz] 20/9/2022 11:03

The advfn headline info on Financials is gibberish. THe sales figures are again disappointing. I am staying out til they report real business growth against costs