Member Info for Vascular

I hope you do well long term. However, as we stand we are presently in the very short term. I may join you in the long term if i see something that makes me believe they can pull this off. Good old fashioned positive news. That would be nice wouldn't it :)

VP . You always post immediately after me but that does not mean that YOU are ME are the same person - it means you are replying to me or someone else. I think paranoia at this stage is to late, you need a clear head with this share.

i think anyone who would defend this shares performance even if the SP was 2p, is not healthy and suggests you may need a box of gummies.

VP . You always oost immedietly after m

No. I did not mean that .
What i meant was that they have kept their heads down, and survived what is to many the most risky part of the company's progression and individuals investment !
Its common knowledge here on AIM some company's / many company's go bust before they have had the length of time to realise their goals, others are just crap company's and never produce anything etc. Others continue with disappointing results for upto a decade ( CyanConnode, etc ) and only then their cutting edge technology comes into play, they are at last in the right place at the right time with the right technology and most importantly Governments are putting up Billions to buy it.
Destiney, Luck, Planning, Chance, Zeitgeist - whatever you want to call it - some company's are crap investments for years, and survive with excellent technology at the end , that changes their fortunes.
So no disrespect to long termers - we have all been long termers in shares in AIM only to sit and watch them die of old age with no revenue.

KMK is IMO through this stage and is transforming into a new entity.

the SP is here because of the company - nothing to do with me. You should give them a big hug as they are the ones who have done you the favour !

You said that last time. And I replied the share always goes down....

I was not even going to mention anything about the trades recently ,or SP decline but you did. Interestingly.

I think / agree that historically KMK kept their heads down and worked on the technology and IP an they picked up what they could contract wise as they went along. Today, the landscape is much more in KMK s favour. And their technology is ready /nearly ready for what amounts to an absolute humongous wave of money from Governments related to Health, security, nuclear and Bio pathogen detection and KMK no longer need to search for the opportunity's , the opportunity's are appearing right in front of them.

And don't forget that KMK is actually working with several of the government departments who will be tendering for several years in developing what they need.

They do not need to dominate the market to do extremely well , just get a small percentages of even some of these emerging markets and KMK will be a winner.

I seem to remember someone contacted the company some weeks ago (approx.) and was told they were literally on their way over ..and should be only a couple of days or something like that ... so it joins the list of all the other things that were on their way!
If they gummies don't arrive soon there are going to be a lot of ratty, sleep deprived people on this BB, rabbiting on about stuff that no one understands ....a bit like usual really.

Mike ( anyone). One point in your recent notes from the presentation. You mentioned that the £58 million contract was from GE?

I assume you mean GE Healthcare ( part of General electric) who I understood is a competitor of KMKs !
You would think that GE would have their own "in house" supply also.

Any idea why GE came to KMK . Who do they usually use ? Do you think their is a world shortage / disruption of accessing CZT . I know that KMK are now the only independent manufacturers in the world but I'm wondering if this is just a one off thing , or could other company's also come to KMK for supply. Do all KMKs competitors have their own supply?

Sorry so many questions but I'm obviously not well read up on this CZT and its distribution etc
Cheers GL Vas
https://www.gehealthcare.com/about/about-ge-healthcare-systems

MIKE, Justo to say Thanks for your time and notes. Appreciated. I missed the event due to work.
Everyone still views KMK as they have these past several years and Its the awareness of all these different opportunity's, and how close we now are to opening of new Tenders / contracts that the market is currently missing IMO
Sounds like the covid tech has a while to go yet - but could be mega - but with so many other tenders waiting to be unveiled - anything else is possible and that's the attraction here - this year should be different to others ...I know it sounds like dogma ...but surely we are now approaching the cusp of what everyone has ever longed for here. Now is not the time to give up IMO.

The distribution constrains from, and the fear of in house CZT supply issues of some of the majors sounds like a short term bonus to take market share.

Buying at 16p is not as if we are chancing our arm at the top of the market ...so its a BUY from me.

Here is just one example from NHS spending review OCT 21 on new diagnostic services and 100 new Community diagnostic centres - some of which are already being set up now. They will require scanners , plus an upgrade to existing legacy scanners ( some 10 years old) in hospitals.
"£2.3 billion over the next three years will transform diagnostic services with at least 100 community diagnostic centres across England – helping millions of patients access earlier diagnostic tests closer to home.

£2.1 billion over the next three years to support innovative use of digital technology so hospitals and other care organisations are as connected and efficient as possible, freeing up valuable NHS staff time and ensuring the best care for patients wherever they are.

£1.5 billion over the next three years for new surgical hubs, increased bed capacity and equipment to help elective services recover, including surgeries and other medical procedures."

This example is just referring to NHS health in UK ! The covid offering, radiation detection and biological surveillance etc etc is an add on.
https://www.gov.uk/government/news/budget-and-spending-review-october-2021-what-you-need-to-know

I do agree. I have been in and out of this share for years. Most years i have spent some time here. I have never seen such a wall of opportunity and interest in KMKs offering as recently - and I am not talking comments from the company ! just looking at some of the mega proposed security contracts and also, regarding health scanners what the UK government will be spending on upgrading imaging in hospitals and the new 100 community diagnostic centres in the UK over the next two years to try and resolve the covid waiting list of people not been scanned, or had a diagnostic test. We are talking billions and that's just the UK, same problem in other country's - so although i have heard it all before - i can actually see material change and evidence to support that things KMK have worked on in the past -are now coming together - the past is the past but the future in this industry is bright....and KMK only need to win a small number of big contracts to do very well. imo.

Seeking Information on CBRN Threat Detection Capabilities to Protect Cities.

This RFI Request for Information too submissions between June 21 to 30th July 21.
Its hard to imagine that KMK have not put their offering in for appraisal.

"The Department of Homeland Security (DHS) Countering Weapons of Mass Destruction Office (CWMD) is seeking information on chemical, biological, radiological, and nuclear (CBRN) threat detection capabilities for long-term data collection campaigns and to provide coverage city-wide. The request for information (RFI) was posted through DHS Small Business Innovation Research (SBIR) Program’s Other Agency Technology Solutions (OATS) in support of CWMD and is now live until July 30"........."End users for the capability include operational entities in Federal, state, local, tribal, and territorial law enforcement, e.g. border patrol, state troopers, local police, etc.

https://www.dhs.gov/news/2021/06/29/seeking-information-cbrn-threat-detection-capabilities-protect-cities

Thanks Hmmm. I imagine DR Basu and KMK are practically silenced by the types of organisations they are aligned with, and hope to supply with goods once the contracts become real. Therefore, I don't think KMK can refer directly to any individual UK opportunity's or tenders at this moment.
You must admit if these are the types of tenders that KMK will be going for ( just in the UK) then sometime over the next 12 - 18 months we will be a much larger company or sold.
Its utterly unthinkable that KMK will not do well in these tenders on their home turf, let alone US and ROW.

Gary Parry. With so such more going on behind the scenes at this stage than ever before and the difficulty for KMK to comment on any progress regarding these massive potential tenders, which are only now appearing in UK i think he did well in pointing us towards them in the proactive interview this morning. It was only after the interview i thought i would have a look - and discovered these two opportunity's - along with several others that i won't bother posting , one for £1, 900, 000 given to just one company in UK, to do with nuclear detection in power stations its already contracted, winner will sub contract .

I am not sure what assertions you are accusing me of, as i have supplied all the links to my posts to back them up. I Can't do more than that for you , I'm afraid.

Nice tender here for £94 m .
The Authority is seeking to procure a total of 8000-9000 units (5500-6000 units for Lot 1 & 2500-3000 units for Lot 2).
Value excluding VAT: £94,000,000
https://www.find-tender.service.gov.uk/Notice/027135-2021?origin=SearchResults&p=3

I think this UK government Engagement / pre procurement activity for Radiological and Nuclear Detection Capabilities is probably what was mentioned in the Proactive interview. They aim to offer contracts during 2022. I am imagine this is some kind of framework engagement that will provide many opportunity's going forward form 2022 onwards.
https://bidstats.uk/tenders/2021/W49/764346906

Find it at Research Tree

https://*********************/companies/uk/semiconductors/kromek-group-plc/research/cenkos-securities/cenkos-kromek-group-plc-imaging-ramp/39_97fa485f-3945-4c0c-a3b6-feb4eeed5697

Also under CBRN

"he Group won new and repeat orders in the nuclear security and civil nuclear markets during the first half of the year and participated in an increasing number of tenders reflecting the growth in global government defence spending. The outcomes of these tenders are expected to be known during 2022 and the Group expects that the procurement activity in this market will remain high throughout the year. The Group also made significant progress with its development programmes in bio-security and anticipates commercial deployment of this technology in the next financial year."

2022 looks to be a significant ramp up in orders .