Member Info for Vascular

A major share holder sold 2% of their holding in Newcapec in November 18
http://www.cninfo.com.cn/finalpage/2018-11-02/1205579195.PDF

We need some new blood on this BB ( I include myself along with the usual regular suspects). A company on the cusp, should be attracting a few new investors who post on the BB that they have invested in....new investors with a fresh view, it doesn't matter if your on the money or not...just someone with a unfamiliar tag, other than the six or seven regular posters....this BB has become a very small pond, smaller than my own...and its dying......out of interest to anyone else invested and reading this BB ...please post this week ..even only to say that you are invested in CC....we need new posters ....

He's on the panel here. A moving outcome...
https://www.southampton.ac.uk/youreit/expert-panel-qa/

Just in case its not been posted.....
https://www.adaptivebiotech.com/partnerships/antigen-map/

Hi Tony. If correct. And remembering JC talking about giving the chips away and collecting on the license fee when connected. The big question is, in regards to how mant units BI can manufsctuure for upto $4 M .is what are CC charging per unit manufactured. 10c..5c $1 or more....something we're not going to find out for a long while. BI have just got themselves anothe offering. ....I hope it's not print on demand and they going to manufacture straight away.

I see Jake. So BI are manufacturers and pay for the manufscture of hardware. Then the total $4 m over 2 years would be just for licence to manufacture and when BI sell them on..the utility may need a further licence to use them....maybe, maybe not.

"Beijing Instruments will pay a license fee each time a RF module and/or gateway unit is manufactured, for a total number of modules and gateways over a two year time frame totalling USD 4m."

Im not sure where you get the unlimited bit from Jake. I see it that
BI have the option to manufacture as many units that they require, paying a fee on each one manufactured ....BUT are limited to a $4 million spend over the two years. The fact we all interpret it differently, says a lot. Lol

Thanks for information LT. I'll have a closer look at that link over weekend. Have a good one. Vas.

BI pay an undisclosed liscense fee on each unit manufactured ...CC will let them have the units at a csrtain price as long as they commit to a spend of $4 milion over two years....what's on my mind is I though we would get some kind of annual recurring revenue .....remember the comments chips for free...just collect the annual liscence fee.

My interpredation is that BI have put $4 milion behind the bar....and Beijing instruments can drink as many drinks at say $2 each up to their limits of $4 million....so each node manufacquired there would be a deduction from the $4 milluon pot. It's an open manufactoring deal with a spend limit ....sorry for English...but it is Friday afternoon.

https://www.electronicsb2b.com/important-sectors/consumer-electronics-and-gadgets/the-benefits-and-challenges-of-using-smart-energy-meters/

https://www.thehindubusinessline.com/economy/logistics/uday-20-to-focus-on-checking-power-theft-promoting-smart-meters-rk-singh/article26063064.ece

Don't listen to Munters as he all doom and gloom imo

KMK is not the dumbest share in AIM. Its actually a share that is achieving what it has set out in its yearly forecasts

This was in the January 19 Interims - before todays order was announced.

The Group has delivered or is in the process of delivering contracts totalling approximately 86% of expected revenue for FY 2018/19. As a result, the Board is confident of delivering full year revenue growth and positive EBITDA, in line with market expectations.

and
The Group's products continue to gain traction in all its business segments and Kromek is strengthening its relationships with existing customers as well as enhancing its reputation among potential customers. Consequently, and combined with a strengthened order book and visibility of more than 70% of FY 2019/20 expected revenue, the Board looks to the future with great confidence.

Todays order should go a long way to achieving the Full Year targets 18/19/ and 19/20. There is room for more orders to contribute to year end 19 and if so, everyone likes a company that over delivers. Well I do. Anyway.

Not sure about another fund raise / dilution. Anyone have a view. Munter obviously thinks its a given. I would not be surprised as KMK will need to fund these increasing orders.

Munters. What do you make of tdays RNS. I guess we won,t be hearing from you for a while.

Have an article about concerns of supply for e new smart meter components delaying the UK rollout, if we drop out of Europe and go it alone....... anyone know out of interest who our manufacturing partner is, and where their based.

Hi Tony,

Apparently there are several docs related to this one....

https://www.smartdcc.co.uk/media/2901/02-part-2-business-transformation-delivery-v2-final-marked-up.pdf

Thanks Ruckrover. It's hard to imagine with what Scancell have achieved, along with their existing partnerships etc. ...I'll stop there... and not say it...GL

I've just noticed on CRUK site that this year they are funding successfull "teams" upto £20 million. The word is suitably ambiguous .I. e upto £20 million in total or upto £20 per team. .....not long to wait, I guess.

I notice from the CRUK Web site that in 2017 four teams were succesfull and received £20 million each! Does anyone know if the prize pot was announced as £80 million back then or were they so impressed with quality of final ten that they funded four teams That year.
What I'm asking is.....is there a definitive pot of money this year I. E £20 million or is there the option to fund several finalists ....either from the £20 million pot or 20 milion x say three finalists. ...I'm not sure how the 2017 event was originally worded. Keep up the good posts guys....there are many reading and trying to understand a very complex science...and where this company sits within it. Thanks in advance and sorry for errors ..on mobile.

Tony. It looks to me like SMS are providing callobration or the like on behalf of DCC fotecst utilitys..nowhere does it mention providing software for the solution ....we're all still in the dark what software DCC are using to fix the Smett problem....you say CC, I say I don't know. ..hope you are right...but all i know is that something has to be downloaded into a smet1 meter....so to avoid a house call. Do you have any evidence that CC are involved?