Member Info for Danielm89

In advanced imaging, the strategic discussions the Group was having with OEMs resulted in some customers pausing their engagement with the Group due to uncertainty over the outcome of the process.

With the agreement with Siemens Healthineers now finalised, and on a non-exclusive basis, the Group is able to resume its work with other OEMs.

In CBRN detection, the Group's key priority was securing the contracts with the UK Government, which it did so successfully, as it represents a significant strategic customer.

As noted above, while the initiation of procurement and the receipt of orders under these programmes has been later than the Group initially anticipated, Kromek is pleased to confirm that it has commenced since period end.

“the Group is able to resume its work with other OEMs.”

“Kromek is pleased to confirm that it has commenced since period end.”

🤔

Are you sure Siemens want Philips dipping their finger in KMKs pie

That was the bottom it seems

Https://x.com/theunsophistic2/status/1886085410020794368?s=12&t=4s-AQzZhMmeWz3Ire1AEsA

Https://x.com/theunsophistic2/status/1885009265246519637?s=46&t=4s-AQzZhMmeWz3Ire1AEsA

Lots of good research in the KMK telegram group

Https://www.venturecapitaljournal.com/canon-completes-buyout-of-redlen-technologies-for-335m/

Analysts said: “We consider the most likely use for CZT detectors to be in CT imaging applications, given market trends and the acquisition by Canon of Redlen Technologies in 2021 to secure in-house CZT production for its transition to CZT-based CT detectors.”

https://www.proactiveinvestors.co.uk/companies/news/1012501/kromek-group-s-czt-contract-a-game-changer-say-analysts-1012501.html#

Another 700k 3x £50k this am

Https://www.medrxiv.org/content/10.1101/2025.01.28.25321291v1.full.pdf

#CIZ economic independent impact document on the USA cancer screening on launch

Steady $500 million saved per year forecast

Wow 1.5m shares lifted in 2 transactions just then

Sorry to bombard

Just quality information shared in the telegram group

https://x.com/theunsophistic2/status/1885009265246519637?s=46&t=4s-AQzZhMmeWz3Ire1AEsA

Https://xrphmagazine.ai/siemens-healthineers-and-kromek-group-forge-czt-technology-agreement/

It's going forward what drives the share price.

Latest forecast:

Cavendish called it a “step-change in both the breadth of agreements that it is capable of securing, and in terms of its future financial profile and revenue-generating capacity.â€￾

The broker forecasts £24.1 million revenue for the full year, adjusted EBITDA of £12.3 million and adjusted pre-tax profit of £4.9 million.

Will that Siemens deal be matched or bettered by Phillips 🤔

Can’t forget the military contracts too with gov framework making them preferred supplier

Only 350k shares left sub 7p

Were clearing it

Big PR push coming Iv heard

UBS has just published an active Equity Swap position open on KMK (Kromek Group).

UBSY = UBS London branch

Wow this happened in CEG recently and the share price did 100% over time with Morgan Stanley TR1ing 6%

🤔

Https://audioboom.com/posts/8100653

Weekly VWAP on highest volume week looks good. Highest band up to about 25, decent target if it passes through other VWAP bands. Potentially some kind of bullish divergence on Macd

This is the best bit i took from the proactive article this evening …

The agreement, as well as just covering SPECT and not the much larger CT market that Siemens is also involved in, by being non-exclusive also means that Kromek is free to resume its work with other original equipment manufacturers, as some other customers had paused their talks with the Kromek due to uncertainty over the outcome of the Siemens talks.

#KMK

Kromek in simple terms, they are the only global commercial producer of “cadmium zinc telluride”, with this they’ve cornered 2 markets:

Medical imaging:

“There are 4 Tier 1 OEM’s in SPECT and CT scanning. Seimens, GE Healthcare, Canon and Phillips. They control 85% of a $8bn+ p.a market. CZT is recognised as key to SPECT and CT future by the OEMs.”

Military:

They have deals with UK, USA and Asian governments in this space and recently got selected as a supplier under a government framework total pot size £380m (uk only)

“Kromek selected as a supplier under the UK Government's Radiological Nuclear Detection Framework”

KMK are the only independent supplier left capable of producing commercial scale CZT. Which means everyone else has to deal with them.

A few good posts from the kmk telegram group

https://x.com/theunsophistic2/status/1885009265246519637?s=46&t=4s-AQzZhMmeWz3Ire1AEsA

Spect is really the main event atm. Essentially they developed the advanced imaging and spent years and a huge sum of money getting there. The barriers to entry for anyone else trying to develop this are so huge that KMK are literally in a league of their own. Siemens announced today. Phillips apparently the other tier 1 mentioned in various rns then you have canon and ge healthcare.

That’s the main 4 and all eyes will have been on this news today. The value to these guys as sole holders of this tech is huge, they can dominate the market for advanced imaging. The major surprise for me today was not only the value of each furnace but the fact they’ve managed to get that price on a non exclusive basis therefore leaving the door wide open to the other 3 tier 1s. We could see a bidding war for spect between the top 4!! Very important part of today’s news and not to be underestimated!