The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Just revisited the half year results out in September and worth reviewing content copied below, which gives good news messages - 1) orders met to target in September 2) increase in orders anticipated 3) additional products being developed
I have dumped others in my portfolio because they didn’t meet their own deadlines and since seen their prices fall further. Bellascura have developed a bespoke product which enhances and saves lives. I have dallied in other pharma’s with losses incurred - DDDD / SDI / AVCT / ODX to name but a few. Knowing my luck I wouldn’t be surprised if they make a comeback.
However, Bellascura stands alone and the snippet below looks mightily impressive = please can we not forget that announcements below were only made last month, so let’s see what happens by end of year. Feedback on my comments always welcome, good luck everyone, these are staying in my ISA
Personally, SP fall is not unusual and whilst news items here aren’t that frequent, when they land they have the right impact. I will drop the company a request to let me know when the next news is due, will update all on here if I receive a reply
“I am extremely pleased to announce that the Group has achieved its target timeframe and distributed the first X-PLO2RTM units off the production line to customers on 3 September 2021.
“Initial demand for X-PLO2RTM has been strong. To date we have received orders that meet this year’s forecast unit sales and expect to exceed the forecast in the coming months.
“Meanwhile the Group continues to work diligently on the completion of development and testing of our follow-on products, the X-PLO2R CXTM and the X-PLO2R DX TM.
“With the Research and Markets updated Portable Oxygen Concentrator Market research report now forecasting a compound annual growth rate (“CAGR”) of 14.0% from 2019 to 2026, this is a very exciting time for Belluscura.”
Completely agree. Strix produces what there’s can’t. Enough evidence on this board and can only assume Chinese noise today triggered the drop. This will recover
Glad they did, enabled me to buy more
Hi, please can someone tell me why there hasn’t been an October dividend declared as in previous years, particularly as this has been such a good year. Cannot see reference in news. Thanks
Hi, thanks for your summary, very true. For me, shareholders are selling because they don’t have a similar share to compare to. This isn’t a commodity, or bank, or the usual pharma, or construction that everyone is familiar with = it is completely bespoke, literally where on earth did this come from? People are expecting contracts to be signed and the SP to rocket now, because the products are so spectacular. As you point out, business ain’t that simple. Admittedly there are a few gaps in Gerald’s answers to questions over the last few months and by saying that the countries who agree to have the detection installed want to keep it a secret, doesn’t exactly promote confidence. Waste water seems to have the highest profile but for me labskin is tremendous. As with everything in this company, it takes time. SP May drop further, but they really have something here and it’s worth waiting for.
Thankyou. Am overwhelmed at the number of replies which I am reviewing with interest. Looking at your posts, it seems you are only for VAL?
Thankyou, all the replies are appreciated. Unfortunately I invested in EQT at 2.2, sold at 1.4, so won’t be going there in a hurry again. Yes, still believe it will succeed, but have put stop losses in place and will stick to them = just bought in at the wrong time
So, there I am, aimlessly keying in names of people I know, when I typed in my sisters name -Val. Purely by random I found this share and stumbled across a goldmine. Yes, I like to think I have done ok finding other companies, but overall probably breaking even since I ventured into the stock market in January for the first time if I am honest, as plenty of losses to join the profits
So when I started to read about this company I couldn’t believe it. Bought and sold last week at a very small profit, not realising the full potential but now reinvested = who knows, I might buy her a present with the profits…some chocolates?..no, something better I think..
Anyway, am now eagerly typing in family names and other words in the hope I will strike gold again. Have already succeeded with this approach by buying BIRD, as my partner and I love bird watching. Have made a profit there and still invested as convinced much more to come
So, I think I will cancel my subscription to investors chronicle (which is quality), have already cancelled motley fool (what a fool was I for this double glazing company) and will continue my search = am currently looking at children’s, nieces and grandparents names and other happy things.
Everyone’s views are welcome but will be ever grateful to my sister, let’s face it - our family are why we are here…
GLA
Couldn’t agree more and I don’t think you have exaggerated. Just listened to a part of the interview - link below on this board. Exclusive contract signed in India and the product is ready for sale. Wow!! Apart from today’s news, what sets this apart for me is the CEO. Very impressive presenter, knows exactly where he is going, transparent and has been in on this since 2017. This is not a sudden launch, has been well thought out and hitting the electric market at exactly the right time. Have just sold other tortoise moving stock to buy more, even at today’s spike. Your further thoughts or anyone else’s please? Thanks to all
Hi all, help please
Considering investing here but don’t understand
1) why no posts on this fund when price is currently standing at its highest this year
2) why no dividend is due to be paid September when historically it has been? + sorry if I misread the recent RNS, which states dividend affirmed
3) a couple of negative posts below from February, did those materialise or have they gone away?
Thankyou all!
Held since March, it hit 40 but came straight back down, which is why I was daft enough to sell too soon and take a small profit. Taken its time to go near 40 again, but just seems to be growing and growing and growing, with regular positive RNS’s.
For me, with sports getting back to normal and bigger players signing contracts, others are not just watching, they are following and Ian’s pen must be wearing out…
Have sold off other stocks to buy more, such as SUP + UPGS + CCS, which are fine but nowhere near the potential of BIRD
I don’t see a weakness here, with the speed of the transmission being the biggest selling point that competitors just can’t match
So I am going to say the famous phrase first = anything under 40 is a bargain!
GLA, this is going to continue to fly high
I have no idea of a target = thoughts anyone?!
Am amazed there is absolutely no discussion on this company. Postman Pat is popular enough. Have held since March and it has always stayed in profit. Will be buying more. Always a demand for toys, I really like this share. Thoughts anyone? And I mean anyone?!
Thank you Trek, this helps. I know all about arbitrage from spread betting which I now leave alone. There always seem a disparity between US prices and ours for the same shares and no one has really explained to me why this is Happy to wait til next year and beyond for PXC to start driving up
Hi Sp28, would you mind explaining what ADR’s are to a newbie like myself
Yes, I am being patient and holding and not panicking, but it would be good to understand what is being discussed here. Am well aware of the huge potential of this company, with much more than just one mine being progressed
Many thanks
I am sitting here on the sofa, having to apply skin creams regularly to try to reduce the painful itchiness- they don’t work for long. I wake up every night because of it. What this company have produced is amazing and believe me, if it marketed properly it won’t stop selling - I haven’t had the chance to get hold of their product. . Recommend you sell your other shares which aren’t doing that great and invest here. GLA and thankyou to SBTX
It’s a wonderful deal. Just so irritating that SP continues to fall as it has done in recent weeks. Am sure market manipulation at play. Won’t be selling for a few years yet, this will be a monster
Sorry I meant “reference” not “defence
Hi, just watched the you tube clip, not impressed very disjointed but how are you making the connection to DVRG as they weren’t not mentioned at all. Yes, I know what they do, but no defence was made. Thanks
Reading the feedback on here and my personal reaction = the design should have been better researched. I would have made any colour but white the dominant colour, but to be honest what do I know? I am too old to wear one! = it doesn’t really matter because it is a communication vehicle and it’s out there. Don’t forget, top premiership football clubs change their design every season and don’t always get it right. The infamous Man Utd grey shirt at Southampton as an example. The potential of this company is so big it can’t be measured, with every arm growing having it’s own arms and the audience ever growing too. Wouldn’t surprise me if a new design suddenly appeared in the not too distant future. Let’s enjoy the ride and the clever marketing ploys to promote. Good lunch to all
Out of curiosity, I looked up brokers ratings on this site for all of my shares. To my horror, I see cannnacord award 8…..others looking at significantly higher
Bearing in mind how everyone knows how this is a long term hold with wood prices soaring and wood shortage getting worse by the month, please can someone tell me how cannacord, who after all are supposed to be the experts, don’t rate higher? Thanks