Member Info for dai2belts

Down 40% today, on 54% China Tariff, uses Chinese manufacturers

Clenchedcheeks

Posts: 196

Price: 1.25

No Opinion

How things change in a little over six months3 Apr 2025 17:39

The RNS dated 26th September 2024 when the share price was 12 pence included the following statement:

Current trading and outlook:

· Sales continue to grow and with (unaudited) Q3 sales of $1.6m, 20% up on H1 2024 and 40% up on Q2 2024.

· Strong sales to continue with the broader market acceptance of the X-PLOR® and the upcoming full release of its new patented DISCOV-R™ device.

· Demand for the new DISCOV-R™ portable oxygen concentrator, introduced to US market via a soft launch in June 2024, has been strong with every DISCOV-R™ unit manufactured in Q3 being sold. Full commercial launch of the DISCOV-R™ remains planned for the middle of Q4.

· Q4 sales target of $4.0m subject to timely receipt of Pricing Data Analysis and Coding (PDAC) codes to enable Durable Medical Equipment (DME) distributers to claim reimbursement from Medicare for sales of DISCOV-R and for the Company to finalise appropriate debt-based funding and invoice discounting to meet increasing working capital requirement arising from sales growth.

Robert Rauker, CEO, Belluscura plc, commented:

"We are delighted with the growth in sales and distribution over the past nine months for both the X-PLOR® and DISCOV-R™ portable oxygen concentrators. Whilst it has taken time to bring both products to market, and we are grateful for the patience of our shareholders, we now have two leading lightweight portable oxygen enrichment concentrators that meet the stringent requirements of the FDA, with the full commercial launch of DISCOV-R™ coming later in the year. We look forward to the remainder of 2024 and into 2025 with a real sense of confidence."

Here we are at close on 3rd April 2025 with a share price of 1.25 pence.

Manufacture in China, ship to UK, then onto U.S...

Brand designed in U.K

UK, Trump casualty, down 38% this morning on update as uses China for production

Belluscura plc (AIM: BELL), a UK medical device company focused on developing oxygen enrichment technology spanning broad industries and therapies, notes the proposed imposition of tariffs on imports to the United States of America announced by the US Administration last week.

The Company is currently assessing the potential financial implications, risks and opportunities of the imposition of tariffs, in particular the 54% tariff (previously 20%) for goods imported from China, in which a significant proportion of the Company's Portable Oxygen Concentrators, raw materials and component parts are currently manufactured.

In the light of the above, the Company withdraws its previous market guidance for the current year ending 31 December 2025 (as referred to in its notification of 6 February 2025).

Https://www.wisdomtree.eu/en-gb/products

RKH , fair fall back but 3sils 43% drops offers almost double to recover

I found these for comparison

WSIL 2,343.25 2,344.00 2,351.00 2,389.00 2,321.00 +36.25 +1.57% 0.04K 16:35:59

3SIL 43.565 14.040 44.280 46.730 43.000 -0.855 -1.92% 27.69K 16:35:59

LSIL 6.06 6.07 6.09 6.37 6.02 -0.03 -0.49% 38.43K 16:35:59

SLVR 24.97 22.70 25.07 25.53 24.91 -0.11 -0.44% 20.57K 16:35:59

============================================

Physical

SSLV 28.54 26.00 28.64 29.16 28.41 +0.03 +0.11% 39.45K 16:35:59

PHAG 27.38 26.50 34.12 28.02 27.29 +0.03 +0.11% 114.75K 16:35:59

PHSP 2,147.50 2,020.00 2,500.00 2,182.50 2,110.00 +17.00 +0.80% 90.76K 16:35:59

Me, have a gold fish brain, can only handle 2 shares....and when working at speed of a tortoise I am all out.. So I need lots of reminding..

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When you are preparing to buy 3sil, shout.. I am thinking of hedging 3sil with physical silver.. using 3sil to cover the cost of physical.. Solar panels are popping on new build here..

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So since you are still around,,,, I am struggling to understand why 2xSil is not twice the silver price, but $6.... I see no evidence of it ever being worth physical silver, so am baffled..

I see 3sil was worth less than $2 before consolidation 27th April 2022, looking at the chart there is a huge jump, according to iAsk that date there was a consolidation..

But can't comprehend how if 2sil is futures based why it is so low

Was 609k at 3.2776 ?

Interesting 77 trades listed, yet a fair few missing, and a late £50k at 3.40p

Best to watch a live chart, because the trades stopped updating, using a 1 minute chart with the low volume you will get an idea of buys vs sells

@PortfolioPower

Have you looked at wisdom trees silver ETCs..

Silver x1 $25

Silver x2 $6 ??????

Silver x3 $45

Why would x2 be so low, and not represent the price of silver while Silver x1 does ?

I think orangeman plans could be to renegotiate as in the past he has complained about EU tariffs on American cars,, for which he has hit hardest.. so maybe rocking the boat...

If oil prices go too low the his shale will become uneconomical as costs are higher,, but is the oil dropped down to Russia, Iraq and kazakhstan exceeding quotas rather than trump

Silver big corrections

Wisdom Tree Silver x3 leverage, down 43%

https://invst.ly/19ws9e

Silver x1 down 15%

https://invst.ly/19wse1

At 11:28 for Zephyr and QED, lloyds last trade showing 11:45....

So my trade account seems normal, but I have only dummy traded....

I see comments of peoples trades not being what they expect, and my brokers chat is not working properly so I guess there are problems

Days like this it is best to stick to manual trading.. Unbelievably Halifax appears normal today, last big drop like this it was timing out just logging in..

I see the trades list here is 3 hours behind or stalled

If you use chatgpt, beware its info can be out of date, and it does not search the internet in the way we do so misses lots out... But you can use iAsk to do an updated AI search, and feed Chatgpt the results Url, but iAsk does not read RNS, or financials, seems to stick to media that covers stocks and commodities ..

A 800k candle appears, at least two trades, 3.2p buy and sell at 3.04p, no immediate change in bid... over an hour before we know the balance of sellers.. Mmmmmm

Got a quote to sell 3.125p. so my money is on buyers.....

1.5 hour delay on trades being printed, people who invest occasionally , relying on the delayed trades will be thinking its a normal slow day..

Well this one is in the balance, back to the bottom range. the questions is what the frequent +1m seller has timed tabled for off-load the week, and its bottom price... foooook we missed out on 30-40%

A trade from 11:45 yet to appear...thats approach 1 1/2 hour delay...

The Gov certainly look after their coffers, 6 months gives good chance of a spike to reset the counter