Belluscura Share Discussion Threads

[buywell2] 05/7/2021 20:12

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[buywell2] 05/7/2021 07:32

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[buywell2] 05/7/2021 06:28

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[buywell2] 04/7/2021 22:27

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[buywell2] 01/7/2021 00:23

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[buywell2] 28/6/2021 20:45

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[buywell2] 25/6/2021 21:10

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[stuffee] 23/6/2021 09:13

Encouraging announcement this morning re Bell's appointment of its first US Distributor and that it has now secured orders for sales in Q3, as mentioned by Buywell above. It hopes to secure further distribution agreements over next few months.

This follows announcement a week ago that the former Operations Director of Inogen has agreed to join Bell, which adds further credibility. As I posted on 1 June, Inogen is market leader in Portable Oxygen Concentrators, with market capitalisation of $1.3bn and Bell's POC is considered lighter, more efficient and quieter than Inogen's. Good prospect for Bell, present capitalisation of just £60m, outselling Inogen within 3 years.

Dowgate estimating Bell sales of 22,000 units with EBITDA of $11m in three years.

With great prospects for growth in POCs over next few years, I retain my enthusiasm for Bell at 55p!

[pngasef] 23/6/2021 07:44

Bought a few.

[buywell2] 23/6/2021 06:23

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[diversification] 17/6/2021 11:24

Looking for £2.5k a unit. This certainly is under the radar, looking forward to fireworks.

[buywell2] 16/6/2021 21:46

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[diversification] 16/6/2021 21:21

Buywell, thanks for the reply. It was TEK that first brought my attention to BELL due to the FDA approval during a period when India was/is struggling for oxygen, it peaked my interest.

I have translated a few of my notes above which goes to show the potential for news flow in the month of July alone which should start to gain interest from the market, it’s particularly low at the moment but I am sure that will change, especially with more days like today.

Looking at Inogen Inc with a market cap of $1.5b, $200m in the bank and an annual turnover of $300m a year, it would appear reasonable to suggest with BELL’s USP and potential market penetration over the next 9/24 months, and the projected breakeven point at the end of that period, that the current market cap provides plenty of scope for significant returns.

With Inogen Inc worth over 14x that of Bell after cash, we certainly have room to grow.

[diversification] 16/6/2021 21:11

Admission document

Is well worth a read. It’s going to be a very busy 9 months with commercialization of no fewer than 3 products.

It’s worth noting that Belluscura has already filed for approval to be supplied through MediCare and expects clearance within 60 days. As the prospectus was published on the 24th May the very latest it could receive clearance is by the 22nd July and most likely sooner as it has already been filed prior to to publication as above and likely closer to the March FDA approval date.

Next month will see the launch of the first ‘pulse dose’, product, targeting a US $434m market. Followed by 2 further products that will be launched in November and January respectively, these will target the continuous flow market which is a US $2.745b market.

With further detail to follow on international clearances such as CE approval. We may also see a ‘private label’ agreement during the second half of this year and perhaps prior to next months launch with an unnamed party. This has specifically been referenced in relation to the product that will launch next month.

With discussions ongoing with distributors and indicated orders of over 500 units for July’s launch, with a suggested but unconfirmed 25/35% margin and the promise of significant growth in both revenue and recruitment, the market won’t be able to ignore this for much longer IMO.

[buywell2] 16/6/2021 21:03

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[diversification] 16/6/2021 16:41

What’s stopping Inogen Inc from buying Bell? They are an immediate threat to its market share and with Inogen market cap at many multiples to Bell you would of thought it would be a relatively easy target.

For what it’s worth, you can see how any commercial news would rerate this stock to a similar level to what you have seen in other stocks from IPO such as TGR. We just need something to catch the markets eye.

[buywell2] 15/6/2021 06:22

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[buywell3] 12/6/2021 21:15

The future of the world looks now like being of a viral nature , hence :


======= More oxygen concentrators needed from this point on =======


As the Delta variant becomes the dominant strain of Covid-19 in the UK and India , so too it looks set to replace the former UK global dominant strain within the next month or so.

This makes it the 4th world dominant strain since the pandemic started and as the numbers of new variants increase and mutate with each other as they share DNA --- logic dictates that we look set to see one new variant world dominant strain every 4 months from now on without a cure.

The efficacy of existing of vaccines is also being challenged by this delta strain

Even then the pfizer gives only 33% efficacy after dose number one same as astrazeneca.


New vaccines specific for new variants looks like the way things will evolve --- which means a way of making a new vaccine within 4 months needs to become the new norm.

Eric Lander the new Biden Scientific adviser has just stated that America must be able to design and produce a new vaccine in 100 days

Whilst he said this in relation to the NEXT virus pandemic --- one might argue that Covid-19 variants are now mutating in such a way as we are now experiencing a mini pandemic every 4 months.




The problem will be compressing clinical trials and testing into such a short timeframe --- new pre-clinical tests will be needed with live human cells plus volunteers to undertake human trials much earlier than has ever been done before.



Almost certainly adverse events will occur as has been seen this time around BUT what is the alternative ?

-----------------------------------------------------


It is also interesting to note that vaccines are being made for domesticated animals now --- two problems to sort out :

1) The likes of cats and dogs kept as pets by hundreds of millions of people present a reservoir for a virus like SARS-CoV-2 to live in and mutate --- Mink farms have already proved this



2) The likes of cattle ,pigs, sheep , animals we eat --- and poultry --- have to date not been adversely affected by Covid-19 .

However a new mutated strain could soon emerge which will decimate their numbers and cause economic strife which is why they too need to be protected.

One wonders if meat and poultry sales will take a dive when herds and flocks get such a jab ?







dyor
imo

[stuffee] 01/6/2021 11:25

I've been researching Belluscura. The Admission Document, hxxps://www.belluscura.com/admission-document is pretty comprehensive and helpful with useful background on the industry. I'd like to add a few points to some of the helpful posts above.

It has developed Portable Oxygen Concentrators (POCs) which suck in air from the atmosphere, absorb the nitrogen and emit nearly pure oxygen. POCs are principally used for medical purposes for patients suffering from COPD, including pneumonia,asthma and Covid. Its first product, X-PLO2R received full FDA approval in March 2021 and is expected to commence sales, initially in the US in the second half of this year. It has full patent protections and is sub contracting manufacturing to two or three specialist US medical suppliers. It is in the process of appointing US distributors, where it has evidently received numerous enthusiastic proposals.

Its POC is fully portable, weighs around 3lbs, battery driven, produces 4l of Oxygen per min and can be carried in a satchel. It expects to launch further products over the next year - full details and pics of products on hxxps://www.belluscura.com/company-products.

POCs are the fastest growing part of the Oxygen suppliers, competing against the heavy bulky oxygen cylinders, Trade forecasts suggest POCS will enjoy growth of 10%+ pa over the next few years. Within POC suppliers, Inogen is the principal competitor with a 26% US market share. Bell's X-PLO2R device is considered lighter, more powerful, quieter and more convenient than Inogen's principal G3 device; I suggest it could become the market leader within two years.

Inogen, which self manufactures has sales of $300m, no profits yet and a market value of $1.3bn.

Belluscura, which raised £17m from its IPO, has a market value of just £60m with its shares at 54p. It obviously has the risk of mass production problems with its suppliers. It hasn't yet sold a POC and interesting that Inogen hasn't yet made a profit, possibly due to its production problems.

There aren't many shares I've found with any prospect of becoming a five or more bagger but IMHO, Belluscura could join this club, if it approaches Inogen's rating. There are high risks and there wont be much value in BELL if production from its suppliers fails.

Interesting that Section 7 of Part V of its Admission Documents lists some smart investors in BELL following recent placings,including Nigel Wray (12%), David Poutney (10%) Ch Exec of Dowgate, Lorna Tibian (1%) Director of Dowgate and former leading media analyst.

[buywell2] 01/6/2021 07:58

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[buywell2] 29/5/2021 22:26

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[brummy_git] 28/5/2021 14:57

Belluscura discussed on today's 'stock picking' video - starts 17mins 15secs

www.linkedin.com/posts/paul-hill-a5994116_stocks-to-follow-with-paul-hill-and-justin-activity-6804036141843582976-xFDG

[buywell2] 28/5/2021 12:59

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[buywell2] 28/5/2021 07:52

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[brummy_git] 28/5/2021 07:45

Fabulous investor interview with Bob & Tony

www.linkedin.com/posts/paul-hill-a5994116_belluscura-management-discuss-their-successful-activity-6803928354153099264-kCh_