Jak,
looking forward to your post re 7402 .
Thanks.
QP |
hXXps://healthinnovationnenc.org.uk/new-chair-appointed-to-lead-health-innovation-north-east-and-north-cumbria-board/
it may be time to update Company bio's
all imo. dyor.
qp |
It's at this point that I highlight the century old quote from Mark Twain:
“It's easier to fool people than to convince them that they have been fooled.”
The bizarre thing with shares/investing, is that no matter how many times you point out that a company is run by a liar you will always face criticism for making the comment, regardless of its factual accuracy! (^^ see the last four weeks' of comments.)
JakNife |
You should also check out the market size and forecast of Kromeks biological pathogen detector market from a few years ago. Fantastical opportunity, huge sales, pivotal moment. Strangely I found myself buying more than the directors - thought it was a bit strange…. Luckily I smelt the coffee and got out after many many arguments with Que passa. Of course minimal/no biological pathogen detectors were sold to my knowledge. |
Market Size And Forecast
Full Body Scanner Market size was valued at USD 2.09 Billion in 2023 and is projected to reach USD 3.96 Billion by 2031, growing at a CAGR of 8.30% during the forecast period 2024-2031. |
Buy more cyberdyne! It’s at an almost record low, the rebound must just be about to take place! The same founder and ceo who today is left with a tiny share of the business must by now have it in the bag, all his bad luck must be used up by now… only sunny uplands are left for Kromek. A definite buy! The market just doesn’t get the huge orders on the way… idiots! 50p by the end of the year. Guaranteed. |
Thank you AQC for your warnings as a non-shareholder for taking the time out to let us know this important information. Do you offer this service on other company share boards? Anything else we should avoid where you have placed shorts? |
Buy more! It’s clearly a bargain! |
It fascinates me to see this company, with a proven comprehensive record of complete failure, keep pulling the same tricks… and some people keep lapping it up. I’d urge anyone to look through previous annual results, take a look at what was predicted every year by the ceo and what was actually delivered every year. It’s totally bonkers - especially the bit about the biological pathogen detectors in during covid. |
Cry Baby cyberdyne1,
"Don’t write it off quite so quickly. I’m sure in a week or two we will be in the 8’s."
Let's diarise 4:30pm on Wed 5th March to review. In between now and then you can take some time to think about why Kromek deserves to trade on a forward PE ratio of 50 times - which is what it would be on at an 8p share price!
JakNife |
Don’t write it off quite so quickly. I’m sure in a week or two we will be in the 8’s. |
Now that the rampers together with their sizeable short-term gains (I take my hat off to their skills) appear to have moved on to new vistas, normal service will likely be resumed on Kromek.
The Siemens money will likely be spent rapidly on supporting the ongoing egregious cash-burn and servicing/repaying debt.
Selling the family silver is normally the last resort.
ALL IMO. DYOR.
QP |
Thanks for clarifying what it does tell me is I need to do some further research into this vertical. Although I appreciate as you say this is a premium segment with the NHS having only (so far) invested in 5 of them, the growing purchasing power of the private sector should also be considered. Plus the application of AI scan analysis which needs very high resolution scanning technology to be effective. All this means Kromek have a guaranteed growing market, with their tech now being truly commercialised. |
PCCT is new and developing but still nascent - all CT manufacturers as I listed above will be exploring/developing their own tech. Any that use CZT or CdTe as their semiconductor of choice are likely to get it from KMK |
Philips, GEHC, Siemens , Samsung and Canon are all exploring or producing CT scanners called photon counting CT or PCCT scannersCanon, Philips, and a small animal scanner company called MARS all use CZT, GEHC use Silicon.Siemens and Samsung use Cadmium Telluride or CdTe for short (not CzT) |
So Croasdale what you are saying is the 7-year colab is for a CZT gamma/photo counting premium application. As a relatively recent investor your knowledge on this is a lot deeper than mine. But there is a definite another player out there. Could this be Philips or Samsung even? Reading the RNS may give some clues, but it does indicate a major player, but maybe not an existing big name in the business? |
CZT gamma cameras are at the very premium end of the market and very expensive and hence don't sell in large numbers compared to their cheaper analogue cousins. To illustrate my point SD have sold 5 scanners only in nearly 5 years in the UK. The first was installed in Bath in Nov 2020 after Dept refurb. The latest will go into Newcastle in March/April 2025 |
What is not clear is how much of the $25m or indeed $37m is prepayment for CZT tiles for Siemens to use in their evaluation/beta testing scanners likely to be produced in 2025/2026 . Is it $5m or $10m or more .In other words KMK have money in the bank for goods yet produced and investors have no idea how many CZT tiles they need to make in 2025-2028 to satisfy the contract.It's likely Siemens will announce their new scanner (evaluation only) in one of the big congresses in US or Europe , ie June, Oct or Nov. Full roll out of production model will be 2026 for sure |
That was likely for photon counting CT - not SPECT applications. note the Siemens deal is just for SPECT applicationsThere are 3 gamma camera SPECT companies - GE, Siemens and Spectrum Dynamics - there is another very small company called Mediso in Hungary with a few percent market share . gE produce their own CZT, Siemens and SD are getting it from Kromek. There is no other Tier 1 company deal to come in SPECT |
There is also the Nov 2023 collaboration agreement with a new Tier 1 partner. Even if one of these was Siemens (we don’t know) we still have another major one in the mix seemingly about to bear fruit. The Siemens agreement is non exclusive, so not a sell out. |
It's potentially a high value situation as the technology being developed is the latest as opposed to the older tech in the Siemens deal. |
Well we know there is at least one other tier one from April 2023 rns and that contract could eventually eclipse the Siemens one in value.Kromek Group plc (AIM: KMK) , a leading developer of radiation and bio-detection technology solutions for the advanced imaging and CBRN detection segments, is pleased to announce that it has entered into an initial seven-year agreement with a Tier 1 OEM ("the Customer") to develop CZT-based detectors for use in the Customer's advanced medical imaging scanners. The Customer is a leading health-technology company with market-leadership positions in multiple businesses. |
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