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#CLBS #701bfeaf-2365-4b5d-8990-9ac966ee771e #earningscall-transcripts

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Never Invest on this Valuation Metric, Unless you want to Lose Money [PODCAST] Never Invest on this Valuation Metric, Unless you want to Lose Money

[PODCAST] Never Invest on this Valuation Metric, Unless you want to get Burned
audioboom.com/posts/874583...

MICROCAP CO’S COVERED TODAY:
AUDIOBOOM GROUP #BOOM
BEGBIES TRAYNOR #BEG
CELEBRUS TECHNOLOGIES #CLBS
DISTRIBUTION FINANCE CAPITAL #DFCH
DSW CAPITAL #DSW
SOLID STATE #SOLI
SYNECTICS #SNX

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Liver cancer (small solitary HCC) deep located & wedged between the hepatic veins.

1 year back we treated it by Microwave Ablation. Latest follow up shows sustained complete treatment response.

#InterventionalRadiology #CLBS #iRclinic #DrKaloo #MaxHealthcare

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x.com

#clbs

Iike growth story & seems good value at current mcap

Co heavy weight to H2 which came through in interims. But key is reiterated meet FY25 expectations

Adj PBT $8.7m c£6.5m
With Cash $34m c£27m
Gross margin 48%

Mcap £88m
88 - 27 / 6.5 = only 9.4 for growth tech co 🔥

x.com/InvestorMeet...

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#CLBS

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#CLBS gone for a 1R loss. Had high hopes for this one but it wasn't to be. May revisit in the future if it sets up again

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Portfolio 1 (Months to Year's) 88% invested 12% risk

#AXL
#VNET
#AOM
#CLBS
#SNX
#GMR
#ANG
#JNEO
#TIME
#BKS
#EQLS
#KEYS
#YU
#SRC
#FIN
#EAAS
#MSI
#WPHO

Portfolio 2 (Weeks to months) 45% invested 5% risk

#HOC
#SRB
#ADM
#CRN
#BPT
#FRES
#XPS
#PLUS
#SMWH
#CNC
#GNC
#TCAP
#QLT

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You Are Not a Working Person if You Own Shares or Property You Are Not a Working Person if You Own Shares or Property

You Are Not a Working Person if You Own Shares or Property
audioboom.com/posts/859644...

MACRO
UK budget weighs on consumer confidence
Reeves to change rules to borrow more for investment
Pub closure warning: Many landlords only make 12p a pint

MICRO
#CLBS #CDGP #CRU #IGP #KOO #VANL

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Celebrus #CLBS H1 TU, looks OK and confident of full year performance in line with management expectations. Reporting in dollars now, provide £ in footnote. H1 doesn't look bad especially as H2 has always been the stronger half. Net cash $25.5M, ARR up slightly to $26.2M, adj PBT ~$1M ($0.2M).

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Honoured to be invited as faculty at 2nd International conference by NSG- Nepal.

Talked about LRT for treatment of HCC. Excellent academics and great time spent

#MaxHealthcare #Clbs #InterventionalRadiology #DrKaloo @MaxHealthcare

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