Belluscura Share Discussion Threads

[brummy_git] 27/8/2024 07:48

Increasing MoM sales at BELL. All the commentary & analysis here.

[chester9] 27/8/2024 07:34

I used to hold Bell but so many delivery of product and subsequent quality failures. Hopefully they have turned the corner at last. Assuming Gross margins of 70% means they will not hit their forecast so I am assuming they are planning to cut costs significantly or will get better than 70%?

[dr biotech] 27/8/2024 07:14

I’d also question how much of their current orders are just distributor stocking. But having said that, it does seem they have finally found some traction.

[dr biotech] 27/8/2024 06:44

In Jan they said

“the Company expects to achieve positive Adjusted EBITDA from Q3 of 2024 onwards. Consequently, Revenue and Adjusted EBITDA for 2024 are expected to be lower than market expectations* at $16 to $19 million and $(0.75) to $(1.5) million, respectively”

Now
The Board anticipates that revenue for FY24 will be approximately $8 to $10 million depending on timing of the full commercial launch of the DISCOV-R. and that the Company will be EBITDA positive for Q1 FY25.
The Company expects annualised run rate revenue of $14 million to $16 million by the end of year.

[weaverbeever] 19/7/2024 16:18

Setting them at £1 would have been better than 20p

[aconceptisabrick] 27/6/2024 08:13

Did you read the same RNS as me ?

[brummy_git] 27/6/2024 07:50

Things definitely seem to be improving at Belluscura.

All the details & commentary here wrt today's Dec FY23 results.

[danmart2] 25/6/2024 06:50

More confetti shares

BELL was always doomed when the ‘expert’ investor buywell started pumping it

[jaknife] 24/6/2024 09:07

I don't know why you would buy shares at 15p when the circular for the convertible loan note implies that the shares under that might be issued at just 9p:



£2.7m raised / 30,000,000 shares = 9p

JakNife

[1chrism] 24/6/2024 08:49

An opinion which is received with the value in which it was given, free of charge.

[brummy_git] 24/6/2024 07:04

Positive investor support for Belluscura

All the details & commentary here.

[owenski] 24/6/2024 06:47

More shares issued for 300k. This business isn't performing as investors were led to believe.

Avoid in my opinion.

[hedgehog 100] 13/6/2024 12:30

eviltwin1 17 May '24 - 16:03 - 635 of 641 0 0 0
"classic case of amatuerish British business failing to commercialise its innovations. Why are we so inept as a country in building companies?"

1chrism 17 May '24 - 17:06 - 636 of 641 0 3 0
"We can be thankful that they are not as inept as some of the patrons of ADVFN. Belluscura are based in the US."


There is some similarity here with Polarean Imaging (POLX): which is another US lung health company that floated on AIM, but which has also disappointed greatly after an earlier large share price rise.

In contrast, Newmark Security (NWT) is a British technology company that has expanded very successfully into America.

From the bar graph on page 12 of NWT's annual report & accounts for the year ended 30.4.22:-
"Five years of consecutive revenue growth:
HCM in North America: £m"
2017: £0.9M.
2018: £1.2M.
2019: £4.0M.
2020: £5.9M.
2021: £6.5M.
2022: £8.7M.




Belluscura (BELL):-




Polarean Imaging (POLX):-

[dr biotech] 12/6/2024 10:20

This statement doesn't exactly give a lot of confidence - why not state overall sales rather than just US (or China). Not sure who would take up the loan notes either. Big chance of 100% loss for 7% pa.

[owenski] 12/6/2024 07:28

No surprises here, Paul Hill said he was doing a catch up interview with management some time ago and that never happened.

Bargepole. Avoid.

[babbler] 12/6/2024 06:26

Not good. No details of the CLN just that it's coming. Hmmm.

[brummy_git] 12/6/2024 06:24

All the details & commentary wrt today's trading update & proposed £2.4m placing of convertible loan notes.

[1chrism] 17/5/2024 16:06

We can be thankful that they are not as inept as some of the patrons of ADVFN. Belluscura are based in the US.

[eviltwin1] 17/5/2024 15:03

classic case of amatuerish British business failing to commercialise its innovations. Why are we so inept as a country in building companies?

[yusuf77] 17/5/2024 11:47

primed for 20p - 27p not much stock available keeps being nt trade could possibly see zak mir all over this on monday

[glavey] 16/5/2024 12:22

631 " Currently nothing available to buy online. "

Ah, another of those 'brummy git' stocks. That could be rather fortunate then.

[cottoner] 16/5/2024 08:39

Someone(s) accumulating?

[cottoner] 16/5/2024 07:54

Similar pattern so far this morning.
Currently nothing available to buy online.