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Posted by FlagStaffiR on TEK site today - interesting
https://stonegateinc.reportablenews.com/pr/stonegate-initiates-coverage-on-belluscura-plc-aim-bell
"Did you know that the technology in today’s oxygen concentrators is basically unchanged from oxygen tech from the 1970s? We need to do better! Join us to raise awareness and support for those on oxygen therapy leading up to #WorldOxygenDay on October 2nd.
For the last 40 years, supplemental oxygen therapy has been a mainstay treatment for millions of people of all ages living with respiratory problems. These people rely upon oxygen therapy to relieve the symptoms like breathlessness and limited activity caused by chronic problems like COPD, as well as more acute conditions like pneumonia and sleep problems. Despite its ability to add years to people’s lives and life to their years, advancements in oxygen therapy technology have been very slow to happen. The COVID-19 pandemic made the problem even worse by increasing the demand for oxygen equipment as well as straining supply chains. Many people who could benefit from oxygen therapy do not use it as prescribed because of the inconvenience, the cost, or the stigma that can be attached to it.
There are simply too many systemic challenges for people to use oxygen therapy effectively to live their best lives. World Oxygen Day was created to change that.
Sign up to get involved: copdf.co/worldO2Day
Learn more about World Oxygen Day: www.worldoxygenday.org "
https://www.copdfoundation.org/Take-Action/Get-Involved/World-Oxygen-Day.aspx
There are multiple points from this piece of relevance to BELL:-
1. The outdated oxygen technology, that BELL is 'disrupting'.
2. The long-standing (decades) importance of oxygen treatment.
3. The COVID-19 pandemic increasing demand for oxygen equipment.
These points help to explain why, in my opinion, BELL is the most exciting UK new issue of the last few years.
And perhaps of the forseeable future too, if the support of TMTA's billion-pound track record 'shellmeisters' is anything to go by.
Big , totally agree . I also found myself looking some of these investors up and there are some rather large hitters amongst them
GLA
Patience required I’m afraid!! – If you want something to do in the meantime, google some of the names on these forms 8.3 RNS – a reasonable line up of experienced/wealthy investors, some in the medical field – it gives me comfort that people who know these types of products have chucked their money in – nothing is for certain, but don’t panic Captain Mainwaring – not yet in any case!!!
would be appreciated soon, seeing as all my other investments are going ***s up right now !
You'd be hard pushed to find more confident-sounding outlook statements than BELL's recently.
But it's not just words: it's backed up by a new $55M. royalty deal, and attracting the investment of TMTA's billion-pound track record 'shellmeisters'.
And now with the requisite funding arranged, the company is all set to really start motoring.
BELL's market cap. could certainly be hundreds of millions within a few years I would think, and indeed this share looks to have excellent ten-bagger potential from its current level of just 27p.
13th Sep 2023 7:00 am RNS Half-year Report
" ... Post Period End:
Transformational Exclusive License and Royalty Generating Agreement with InnoMax
• Belluscura exclusively licensed its proprietary technology to InnoMax in China, Hong Kong, Macau and Singapore in a deal valued at $55m in minimum royalties over the term of the license ...
Adam Reynolds, Chairman of Belluscura, commented:
"The team at Belluscura has made considerable headway which will enable significant momentum in the business.
"We believe the signing of the groundbreaking Exclusive License and Royalty Generating Agreement with InnoMax, an affiliate of the world's leading electronics manufacturing company, will be transformational for the Group.
"Belluscura is, therefore, well positioned to achieve its expectations in the coming years. The initial response from the market in the Group's products is hugely positive and, as we scale up the business, we expect substantial growth over the coming years, leaving the Board highly confident in Belluscura's future." ...
Outlook
We have made considerable progress with building the foundations for significant growth in the coming years.
Trading since the period end is in line with our expectations for the full year, which is significantly second half weighted. Demand for X-PLOR®, which is predominantly a Direct-to-Consumer unit, is growing, and we expect that our affiliation with GoodRX, and our own direct sales will lead to significantly higher Gross Margins as we utilise the Company's previously high inventory levels.
The demand and orders already received for DISCOV-R are very exciting, and we believe the signing of the groundbreaking Exclusive License and Royalty Generating Agreement with InnoMax, an affiliate of the world's leading electronics manufacturing company, will be transformational for the Group.
The Company is well positioned to deliver substantial growth in the coming years, and we look forward to the future with confidence. ..."
https://www.lse.co.uk/rns/BELL/half-year-report-4yrkeunjaw1bwfs.html
13th Sep 2023 7:00 am RNS Half-year Report
" ... Additionally, the Company continues to drive innovation in telemedicine and artificial intelligence with its proprietary NOMAD biometric app. The NOMAD app will allow users of the DISCOV-R to track performance data on their concentrator and connected devices such as an Apple® or Samsung® Watch, FitBit® device or Nonin® and Masimo® pulse oximeters. The collective information can then be provided to a patient's healthcare provider in person or remotely.
The Company is already working on the next-generation NOMAD app that will alert patients when their blood oxygen saturation level has varied beyond parameters set by their doctor, which is expected to help patients better monitor their conditions, but also improve the efficiency of the device by delivering supplemental oxygen as needed. ..."
https://www.lse.co.uk/rns/BELL/half-year-report-4yrkeunjaw1bwfs.html
"BELL - onging together
Does the TMT Acquisition acquistion make sense?
THE OAK BLOKE
OCT 4, 2023
... I’m struck by the comment that their input will be highly useful. It suggests the “App” and Software side of Belluscura has further to run as I’ve theorised in past articles. ..."
https://theoakbloke.substack.com/p/bell-onging-together
This dovetails with part of the "Future Opportunities" section of the Belluscura AIM admission document, 24 May 2021:-
"Future Opportunities
Biometric Drug & Device Data
The Directors believe that following the launches of the products above, there is a significant opportunity to enhance these devices by collecting and collating Smart data.
Through the integration of biometric data from smart devices, Belluscura would be able to collate valuable clinical data to aid patients’ clinicians to better understand the use of the device and in turn allow clinicians to better assess their patients’ changing needs.
Integration possibilities include:
GPS Smart Watch Activity, movement, location, altitude, heart rate, stress levels, sleep patterns
Smart Pulse Oximeter Blood saturation - SaO2
Smart Inhaler Providing medication information
X-PLO2R (with Bluetooth) Oxygen flow setting and breathing rate
Collecting this information through a Belluscura COPD App the Company should be able to provide a fuller overall picture of a patient’s circumstances, activity and functionality to the clinician, making the X-PLO2R range of products a more valuable proposition.
Devices beyond X-PLO2R
Belluscura also has three further products in development, which utilise the same technology as the X-PLO2R but for larger units:
HO2ME HO2ME is a prototype of the X-PLO2R but is stationary and for home use. HO2ME is expected to be able to deliver 5-10L of continuous oxygen and is intended for Stage 4 COPD patients.
VENTO2LAT-R A non-invasive portable ventilator.
ECMO2 Device Extra-Corporeal Membrane Oxygen (“ECMO”) has for many years been used for patients with life-threatening hypoxaemia and hypercarbia. Positive outcomes by patients who suffered from SARS or Swine Flu has resulted in ECMO becoming a recommended treatment for patients with severe acute respiratory distress syndrome. Belluscura is developing a portable ECMO product (“ECMO2”) to serve this market."
https://api.mziq.com/mzfilemanager/v2/d/4ded0106-ef0f-40e7-b5cf-bca85c2594fd/32e973ea-fb68-d889-a030-50c914c1ff14?origin=1
https://www.belluscura.com/corporate-governance/constitutional-documents/
I think a positive interview sends it up low 30s.
My guess would be more orders announced before Xmas gets it to 40p.
Not seeing a massive amount of selling here myself. Just small PI sales bar one huge sell for £182k yestereday. That probably took a while to put together and it's what's trashed the share price from 50pish. Doesn't take much. We saw what happened when TEK sold a million quids worth. literally halved the SP whilst they were putting it together.
A nice bit of news, any news should see a turn about. Other than the RTO related stuff, anything due ?
Seaman
We have to accept that there is a big seller out there. I promised myself I’d sell some at 48.
I sold some at 48 but not from correct account. So I bought back within the day and actually paid same price which was handy!
Next day I went to sell what I promised I would. It was under 46. So I got angry and waited!
In fairness I would have bought back at 36….
This sell off started after results and has continued constantly. These people have the phone direct to the company. But so do those invested at 32p…. One is right one wrong
We hope we are right
I will set 48p target again! But only for those I bought at cheaper price.
My main holding is at 96p I think
I’ll take £1.50 takeover today mind you. I’m not a greedy man.
Hopefully November has production update. I suspect Paul from vox will try interview. He has loads… and you know that by how pale he looks when he talks the company up!
What we would like to see is 1600 made a month and QA’d. Out gone and hopefully come one could pay for them this time!
This is their time
Only they can c&ck it up now
Not particularly where I thought we would be given the funding steam that seems to have been secured with TM. It would have been good for Bob to have set everything out in an interview maybe to allay any fears or I guess he may wait till the money is in the bank . Either way you can't ignore the fact we are not a million miles away from the lows
Keeping the faith ....although close
Zero TMT trades. Post results it’s been clear someone is clearing out
They still selling
It’s now about making device and good quality
And good quantity
Someone large is getting out. But not us
Ongoing selling to buy TM
Based on 15 BELL shares for every 22 TMTA shares, the current BELL offer price of 31p, equating to 21.14p TMTA, is over 17% higher than the current TMTA offer price of 18p!
Of course both may be cheap, but why pay that much more when you don't have to?
I would add that TMTA's current mid price of 17p is less then its cash per share, for a cash shell where interest on its £4.7M. cash has been covering most of its costs (TMTA's directors aren't currently being paid ... which is in itself impressive & attractive).
And earlier this year TMTA's then three directors each bought 40,000 TMTA shares for 18.25p/share:-
4th Jan 2023 8:46 am RNS Director/PDMR Shareholding
https://www.lse.co.uk/rns/TMTA/directorpdmr-shareholding-2v5l6xkooafex1j.html
You will note from that RNS that TMTA directors Harry Hyman & Jonathan Satchell, both of whom have a billion-pound track record (which is a fairly extraordinary combination for a shell), each own getting on for about 5% of TMTA.
And out of all the multiple of offers they have received, they are putting their faith, and shares, into BELL.
Which is I think a pretty impressive validation of BELL's future prospects.
TMTA is I think the 'gold standard' amongst AIM's numerous very small cap. shells: the track record of its 'shellmeisters', and its relatively high level of cash, both marking it out as being a cut above the average shell.
So for BELL to have captured TMTA in the way it has is a major coup for the company, which bodes very well for its future prospects.
Yes get confidence from the fact TMTA have decided to put their money in here, would assume they would have looked long and hard first and asked plenty of questions regarding the capability to satisfy the 10,000+ orders. Good luck to you as well and with your TAK holding :)
Nice Chile
Should be a reasonably quick 30/40% if all goes to plan but could be volatile over the next few months. I'd like to see how it all unfolds over the coming months though. I think sometime next year may be a good time to start proper stake building, assuming they can demonstrate they can actually produce the flipping things !
Good luck. Good buy I think but I would say that :)
Hi TopCatz - Had similar thoughts, 28.8p seemed to cheap so jumped in.
BELL has now moved up to 30p (29p - 31p), with TMTA still at 17p (16p - 18p).
So based on 15 BELL shares for every 22 TMTA shares, the current BELL bid price of 29p, equating to 19.77p TMTA, is about 10% higher than the TMTA offer price.
And it could be even more than 10% if you can get inside one or both prices.
Target 42p
Afternoon folks.
Couldn't resist another long here. Bell has been really good to me. Think it will be a while before real traction is realised but it's very cheap down here. Got a be a few pips near term upside
GLA
The current BELL & TMTA mid s.p.s & spreads, with their equivalents based on 15 BELL shares for every 22 TMTA shares:-
BELL: 29p (28p – 30p): equates to 19.77p (19.09p – 20.45p) TMTA
TMTA: 17.0p (16p – 18p): equates to 24.93p (23.47p – 26.4p) BELL
Dog , good on you that's a prudent move . Although I'm confident that the funding will ultimately mean better things for Bell I can't see it propelling the SP for sometime to come , slightly annoyed at buying at around 36p !
Rome wasn't built and all that
GLA
Dogface
Your manner and demeanour I aspire to
Dogface49 - Bless you and thank you for your confession - Pray for Forgiveness of Sins, Renewal, and Repentance. You are forgiven “the power and glory, forever and ever, amen” !! :)