Member Info for theboyg

Dogface

Your manner and demeanour I aspire to

Won’t allow a post

Cheers! It matters not what index or market! The result is the same

But we hope for the one

But thank you

Whilst prepping food I wondered whether there was an issue with the device!

No evidence at all other than delayed production without notification. The units due to be shipped in December 22 seemingly haven’t been paid for if they were shipped. Production didn’t stop until much later.

Price dropping suggests something serious is amiss

Seemingly waiting for China before full power down so I ask whether the device has an issue. Hence the delay that warranted production stopping and not really kicking off with anything close to full output

Just a thought. I’m not talking to the wife so it’s you or the dog and he looks like he heard enough

Takeover is a long way off

If ever

Been ripe for it but no takers

Maybe if China revenues go beyond the expected minimum

Let’s say …. £4mill needed

Bank I need £4mill. One million every three weeks please

Panic not bank we have £15mill in orders and that’s when we stopped taking them

Panic not back we have £55 mill over 10 years

Why would u raise and seriously dilute???

It doesn’t make sense

The slide doesn’t make sense

The revenue doesn’t make sense

On reflection… why am I invested??? :)

Slide continues

If normal patterns apply we will find out what many others know and we don’t this week

Each time there has been a drop like this it is followed by bad news

I don’t know why I bother typing. But I have to get it off my chest. Something is very very wrong here

There is no visible reason why this share is dropping. Other than the revenue shortfall (which is still unaccounted for ) the news has been nothing but good. 6500 pre orders. 55 million ten year (55 million minimum). Hong King signed up

So unless you know more than the published news, why on earth would you be selling. The regular chunks at every price to 30p and looking like still heading that way.

Either the news is known about financing or other news is known.

I highlighted potential delay before full throttle production before in their half year stats

But I am now very concerned. The fall belies news available to non institutions.

The signed contract for ten years…. That starts 1st october. Is there an issue with that???

I don’t have a clue but there must be something wrong here. Money raise? Production? Or contract

The small upward move at last worthwhile RNS was a wonderful pump and dump

The logicalis team may want to start these contracts before company evaporates

Or was it just buying time

Https://ww.ncbi.nlm.nih.gov/pmc/articles/PMC6876135/

At the lower end of the o2 supplemental

But in ballpark

Just FYI

REPLY FROM BELL

Thank you for your enquiry.

The Company released further information today regarding initial production of the DISCOV-R(tm), which will commence this week. It also guided that full-scale production is being planned in conjunction with Innomax in response to the significant preliminary demand already received by the Company.

This is in line with prior guidance in the Unaudited Interim Results for the six months ended 30 June 2023, which was published on 13 September 2023 and stated in the Chairman's Statement that the Company started its premarket evaluation of the DISCOV-R portable oxygen concentrator in Q2 2023, with full commercialisation anticipated in H2 2023.

Today's full announcement can be found online at the following link for reference: https://www.XXXXXXXXX.com/news-article/BELL/belluscura-receives-approval-in-hong-kong/16139174.

If you have any further questions, please let us know.

Nice to reply quickly. Nothing new above that announced. Seems like a delay to get Innomax chugging it out swiftly.

Seaman…. My wife tells me that most days

I do balance it by finding the funny in everything….

Ok…. So I read the announcement and it’s good news. But as with all things Belluscura we have to look at what’s really happening.

Now don’t shoot me. But when 1200 sold units and 1100 soon to be posted equates to £400g then I look for what this is truly saying.

Firstly they said 6500 units ordered of new discovery-r. They said could be many more and they said some rationing to manage expectations. All makes sense

We Hear no Hong King numbers on orders. One unit would validate the RNS.

Then we look at production. Again one unit would be enough to say production starts. Initial production begins this week! Initial???

Followed by full scale production being planned with Innomax.

For that I read ‘delay’ full scale production.

Last we heard it was full steam ahead discov-r in USA. Innomax to produce Xplor and roll out. Then Innomax will join them producing discov-r.

What I was expecting was full production of discov-r with expected production numbers. Nope

Then we hear ‘all patients providing favourable feedback’

That reads that they would rather use it than not use it! Possibly there are tweaks needed? So it is delayed?

But this announcement felt like ‘look over here’ and pay no attention to that over there.

It’s a very negative interpretation but until someone tells me how 1200 units = 400g I will look for what is not being said

I can see this even dropping on what, on the face of it, is good news!!

Let the shooting commence

I have emailed belluscura. No reply yet. Simple question q3 or delayed.

The other one hasn’t floated yet! Currently long overdue and not sure it’s looking good! No news at all for long time. That will hurt hard

Watched vox last night. Pal said that discov-r was not due out until Q4. That’s not public?? They defo said it was Q3!!! Unless there are unknown delays

Well, 6 days max for discov-r to be unleashed! If that’s delayed this drops into the 20s.

The more I have thought, the more money seems essential. The x-plor wasn’t selling fast. The ones they did sell nobody seems to have paid for based on any revenue figure you quote.

So I can only assume delays are hopefully with both eyes facing forward to discover-r. Throw everything there. This has been on radar for long time. Orders are good if you can place value on that statement. China deal guaranteed income. Lots of promises for tomorrow with unfulfilled expectations in the past.

Someone doesn’t like the news of half year stats and there is validity in that I think.

I’m here to £1 to recoup losses. It’s one of two last rolls of the dice for me. So I’m staying. I understand those who left.

Bob R talked of more news in next two months. China deal announced v swiftly after so you would expect more beyond that perhaps?

‘Rationing’ of orders was also mentioned in vox interview I think? So they must get this order number satisfied ASAP. That will mean money and people at full capacity. Inventory totals hopefully only applies to useful inventory and not material that was for xplor and no use to discov-r

The price may be artificially reduced to make any financing attractive! It will dilute what we have but hopefully we can get involved at the reduced price? Whatever the price this must be a last raise. Any more and the product has failed.

They seem well placed… as well as ever. As usual, they just need to make the Damn things.

That may explain the dump! It appears the link is for members! Anyone able to paste best bits here?

I’d like to say I have faith here

But I do feel let down. I feel like the bloke staring at the sweets through the window

But for me 90% of hard yards are done here! Hope xplor lessons are applied to discover-r and there are no faults. 55 million over ten years with new deal. Other chap said $250 a unit so at $5million a year that’s 20,000 units a year.

Lots said about NOMAD app but it’s capabilities seemed very one dimensional and not too much of a wow

Units and r&d are the future. Small company with little funds. There is nothing beyond discov-r yet. But that may be enough if patents are good.

The price seems wrong. We know we are the last to know but on the law of averages not everything I invest in can go so badly t*ts up… or can it

I wish the company well and GLA

By 31 December 2022 the Company had shipped or received orders for 2,850 X-PLOR units with 1,226 units being shipped in 2022 (2021: 377).

WHERE IS THE REVENUE

Half year results … production paused. That’s four months plus after units shipped

What was issue? Was there a recall? Where is the revenue… What was the ‘tweak’

They know

We don’t

Shares down 25% on great ‘transformational news’

Something the plebs aren’t being told