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Two brilliant announcements in short time! Lots sellers which I get because lots raised at 25p. But this feels too low a price. I thought 57-61 after the last announcement!
I still think with that there will be a fundraise. No
Money coming in physically and orders in excess of expected levels so they will need money!
That’s my view
For China, costs borne by the franchlse. We take the agreed license fee plus share of profits.
GLA
When do you think there will be a fundraise and when will it be announced? Around the time of the financials ? (Which I had expected to be this week)
I thought they would have announced this week! But nothing! I was expecting a 45p raise price!!!
I hope they are saving some nuggets for 14th….
Theboyg
If I am not misteken, they raised £3.1m in last May. Is there any reason you think they might need to raise again?
i think, to fill these orders quickly and upscale/improve their manufacturing output to match this wonderful demand they will need money. i thought the raise you spoke of was to get the product to market by end sept. i don’t think the swift and vast order rate was wholly expected so soon!
vox interviews suggested discov-r would be manufactured in us then passed to china later. not sure what affect the new deal will have on that. my guess is it speeds things up. they are burning money fast enough.
i think they will need a bit more to get the first orders out swiftly. then hopefully revenue covers the next wave etc etc
i have been wrong about most things. but with *** packet maths that was where i got. i am not a business person so for me i don’t see why they can’t borrow short term and swiftly repay! the orders are there. business people will tell us why not.
but after these interim results i wouldn’t mind knowing where the ‘revenue’ is for the 2800 units plus that their december announcement talked of.
that must be 2.5 million or so that wasn’t in last year’s and not in this half year! these were xplor units sold. someone must know. this is what many based investment on since december. so where is the revenue. i assume they don’t have a ‘buy now pay later’ scheme?
and i don’t mind hearing why. i just want my numbers to add up to their information. right now it doesn’t… unless people can tell me otherwise.
the company have done well. better than well. but for current ‘orders’ to be viewed as real then surely we must see evidence of past units sold? that’s all i’m asking for really.
if the half year reported revenue of 2.2million everything else would tie in. but at 400k we are woefully light. that then brings the ‘need’ for money even closer.
let’s trust what we have been told. the china agreement is huge the orders are huge and the future is hopefully bright.
Revenue for the period was $0.4m (2022 H1: $0.6m; FY 2022: $1.4m) reflecting the decision to fine-tune our X-PLOR product to suit the target market, pausing production for a period of time. Production re-commenced in June.
$8m in inventory. Nearly $4m in cash.
These are the explanations.
GLA
Lots of sellers! Something is going on beyond simply selling
Happy that iv added today , Boyg all I would say is look at what this should look like in 12 months , imho the foundations have now been laid
GLA
Just another dud jam tomorrow share. I hope it can rise to 50p again so that I can break even and sell out
Thanks for that explanation Tulsatel. I believe that means production of up to 2600 X-PLOR units was delayed pending implementation of product tweaks and production recommenced only in June 2023?
Likely still backfilling those orders but either way the full extent of revenue was not booked in H1. I hope this solely reflects BELL's desire to ensure quality is as it must be for medical products. If above is a fair reflection, it also means that significant H2 revenue is now being booked from delivery of units, and I have less concern than the recent drop might infer.
Rumour being spread that placing is required at a discount so folk are selling to hope to average down on the placing. trouble is it's one of those rumours that will stay until there's news to either confirm or confound it.
Kat where have you seen that out of interest
Kat, Apologies for my previous missive, TW appears to be slamming it this afternoon
Kat, Where did you see this news?
" TW appears to be slamming it this afternoon". Who are TW?
Assume TW is that flesh-crawling Piers-Moron-Robert-Peston mash up … Tom Winnifrith? Sets himself up as some sort of Defender if Investors but they just spout gallons of badly written pump n dump nonsense. Allegedly.
Haha, that's funny, thanks EyesOfBlue. I'm surprised he carries that kind of clout.
Interesting that Tom Winnifrith is slating BELL because they will need funds to deliver a substantive order. In contrast, he has been pumping a stock he holds Skinbiotherapeutics (SBTX) which will have to raise before the end of this year. They burn about £3m and have next to zero revenues.
BELL have guaranteed and substantial orders unlike SBTX who, if they don't raise, are relying on getting a licensing deal is unlikely in the extreme as they won't have completed consumer testing. Not a position the markets will like but does TW raise as an issue of concern - not in the slightest. Complete double standards. Looks like he might be helping out some shorting pals who have an obvious short position in BELL based on their posts on the other site. They will have to unwind at some stage.
Is obtaining funding on AIM right now easy? Not necessarily but much easier for a Company with a high-demand USP commercial product and significant accompanying orders (BELL) compared to TW's stock, SBTX, which will have to raise this year and currently has less revenue than a struggling corner shop. Shameful journalism in my view.
One look at this fellow Tom Winnifrith's bio shows that he is complete joke.
I read the Oak Bloke's analysis and sounds pretty reasonable to me. Although at end he suggests a 15/20 PE ratio which seems highly conservative. Remember a more mature stock like Nvidia has a PE of 179 currently.
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