Member Info for Tulsatel

Now that the initial figures are public for this best in class product, the competitors will be thinking seriously about taking over Bell before it gets too expensive.

My view remains by end year or thereabouts.

GLA

They have spent a lot on workovers for little gain imv, and increased debt of course. Perhaps I should have spelt that out better.

That said I remain positive for Q4.

GLA

Agreed but a mere reflecton on poor performance. The ducks appear to be lining up nicely though and with activity mostly outside of Argentina.

With a bit of luck, we may be in a different position come Q4.

GLA

Although I agree about McK, you also need to take account oxygen capacity. X-Plor is 0.8L if I understand it correctly.

Discov-R is 2L capacity and due to be launched within 7 weeks or so after a positive trial, if I understand it correctly. The latter is the key player here in terms of market penetration.

GLA

Thanks chaps but utter charts nonsense. Yes news driven making it nonsense.

I am here just here for a takeover. Air Liquide's and Linde's are fore runners by end year.

Q3 launch of 2L model is transformational.

Live and learn. GLA

So Agri, explain Lucy the day before Ipo was $37m, at Ipo was $57m, within 3 weeks, was $10m.

Also, Bollingers Rectum on here which kep t me going whilst on holiday in Greece lately. Hilarious.

GLA

As usual most percentages incorrect.

IE....Top Shareholders ; Tekcapital plc. 40.17% · 5,189,085 ;

Bell too.....11% post placing and did not trigger a Tr1.

As for the Navs for non transparent companies in terms of losses, sales or forecasts, you may as well believe in reading tea leaves. Lucy was $57m at Ipo.

Roll on interims which is arguably the best thing said therein.

GLA

Im with Rachel on this one:

“With lower salt alternatives now reaching over 70% of UK households[2], we know consumers are always looking for great-tasting options. We firmly believe that this choice should never come at the expense of delicious flavour and with our new range, we’re on a mission to prove that less salt is unexpectedly tasty.”

GLA

Dd, I know and said similar +12 months ago. Owned by Pepsico.

GLA

You have had 2 recent placings to serve 2 × 500 retail outlets.

This is 400 outlets. The RNS needed to add 'within existing resources' or similar. Look no further for the educated punter.

Good luck all. Not tempted to be back in.

You could look at it from another angle which many have today.

£1m cost for 800 stores. £12m for 7500 stores. Ok, from Ipo capital but would reduce ownership considerably.

I remain out.

GLA.

Find it ironic that the brief article also refers to adverts for about half a dozen competitors!

Pretty shallow imv and taking advantage of the Lucy spike despite poor revenues for Q4. However, given this must be his nth pump here, and still refers to Smart Tek Food, his short term follows may see a profit here....

GLA

Had similar amount within last 11 months and thats without the Bell sale proceeds in Oct...

£0.6m to build commercial inventory of MicroSalt Limited
£0.4m to build commercial inventory of MicroSalt and SaltMe crisps.

GLA

Another chunk for working capital yet with an IPO so close apparently?

The speed of the placing was a surprise but inevitable in the end. You can now see the intensive recent hype played out here again.

Now 178m shares in issue. I wont be buying at 14p.

GLA

Good question, but in my view no, based on fundamentals. They just dont apear to sell many glasses (work it out for yourselves) despite the range and branding support:
(USD) q/e Sept 2022
Revenue 151.96k
Net income -1.4M

(USD) q/e Dec 2022
Revenue 67.07k
Net income -1.88M

Once the March quarter figures are out, and if no obvious improvement, it will be back in the doldrums imv. The figures are with a disclamer, of course, but DYOR.

Anyway, GLA but I have seen nothing to be back in.

Given the current X-PLOR only has 0.8L capacity, the bit I liked was below as it expands the market considerably moving to 2L oxygen capacity:

The DISCOV-R, which is scheduled to launch in the US this summer, was described by numerous attendees as 'transformational' to the supplemental oxygen industry, given its amazing weight of only c.6.5 lbs, ability to produce 2,000ml of pulse and continuous flow oxygen, and its Nomad BiometricTM App that can connect via Bluetooth® to smartphones, wearable fitness devices and other monitors.

Only a matter of time before this is taken over by a big player with capital for mass production.

GLA

Well worth the wait.

GLA

According to the morningstar, results due 29th.

GLA

Bell is a quiet board. Its near end of 2 years developing the product and atleast you have forecast sales and product prices there to work on. Something to make a sound judgement on. Bought around 80p. Most agree its a recovery share.

The issue is not about a spec divi. Its already in the price. My beef is why the shares were sold at near low, and at the last presentation, appear to agree that was a mistake and now back to placings. Bad management?

Why anybody bought above the placing price is a mystery.

Strategy. I await real news and not the constant flannel. Sold at 33p and 28p and I have said would consider coming back in on real news even if I lost the initial 10% or 20% uplift.

Tried to find the crisps on Amazon us earlier.....could not find them.

I am no troll. Facts are better than emotion. I wish you all well.