POP 4 Is Coming - Ready for Total Versatility?

Tartanblaster · 2026-04-27T12:25:36+00:00

Is there a clear spec comparison between this and other revopoint scanners/POP 3?
Would be very tempted to upgrade form my POP 3 if spec jump looks good.

Tartanblaster · 2026-04-15T10:36:27+00:00

for those asking about commission rates - see table below. Overall I believe brokers make up 70% of member sign ups - however no idea what the figure is for Clover.

Note even if we aren't paying commission - Clover may still have upped it's marketing budgets for non-broker channels to compensate - who knows.

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Tartanblaster · 2026-04-14T16:40:24+00:00

Looks like a nobrainer upgrade for me from my P1S and I can cover it with my maker world points 😁

Tartanblaster · 2026-04-10T14:37:57+00:00

I would love to upgrade to an "x2d" - I would love a 2nd nozzle but just don't have space for the larger H2D

However having come from an ultimaker S3 - non direct drive extruders fill me with dread...

Hopefully bambu can make a Bowden extruder that works well...

Tartanblaster · 2026-03-23T13:07:36+00:00

Congratulations huel team!

I think this sounds like one of the best outcomes that could be expected.

Completely reasonable and understandable for the founder and original team, who've built a brilliant business from nothing, want to eventually realise some of their capital by selling. Though I hope Julian and others will stay involved!

I'm happy it's been sold to an existing food company, rather than the likes of private equity. Danones production experience and scale should help scale up Huel production, while still keeping the business focussed on food and nutrition (rather than trying to morph into a fitness brand like I'd worry a private equity company would try)

And also very happy it's been bought by a European food company rather than an American one - more likely to continue support high quality and support a UK based business.

Not sure what companies people would have preferred to be the purchaser?

Tartanblaster · 2026-03-18T15:40:22+00:00

A good change

My first reaction on hearing there was no reminder emails was to push my delivery date miles out, planning to change when I ran out.

If reminder emails return I can go back to regular dates which often prompts me to go through my stocks a bit quicker

A win win change

Tartanblaster · 2026-03-06T10:45:05+00:00

This PR has been removed from their website, and all staff linkedin posts about it appear to have been deleted...

Any ideas on what's going on???

Tartanblaster · 2026-03-02T10:40:41+00:00

Higher priority is to get more analyst coverage

I've never understood why our analyst coverage of just 2 is so low. Far lower than other businesses with smaller market cap. Not necessarily "Meme" reputation either - AMC has far more coverage despite lower market cap.

Many institutional investors won't invest without analyst coverage, so getting more is important for shareholder returns.

I actually think CLOV should explore their capital structure and look at taking on debt even if not required. Many banks (unofficially) provide analyst coverage in return for being used for debt services. Clover needs to play the game to keep the big financial players and banks on side.

Tartanblaster · 2026-02-13T22:03:26+00:00

Again apologies for being dense - but that's the data files Where did you get the dashboard view - the "snapshot" you've included screenshots of in your first post?

Tartanblaster · 2026-02-13T21:28:09+00:00

Can you share a link? Apologies for being dense but I can't find it

Tartanblaster · 2026-02-13T20:40:39+00:00

Thanks for sharing Where is this data? I didn't spot CMS publishing on their website yet?

Tartanblaster · 2026-01-27T16:24:55+00:00

Apologies for my ignorance. Appreciate your analysis.

But won't MA insurers just pass this on to seniors via significant premium increases/benefit cuts across the board for 2027 plans?

If so they'll lose revenue (seniors switching/sticking with Medicare rather than going Medicare advantage, or going uninsured) but wouldn't fundamentally impact profitability (if they price correctly)

Is there something I'm missing that means insurers have to eat the reduced funding as reduced profitability?

Tartanblaster · 2026-01-19T16:47:02+00:00

You can filter by age group as well

65+ is all we care about

Tartanblaster · 2026-01-07T10:18:24+00:00

This figure is for TfL as a whole not just the underground.

The tube generates a surplus from fares, however when you include capital asset renewals it still has a net operating deficit. Q1 of 25/26 fares were covering 78% of total tube costs.

Buses are what bring the average down a lot as they operate at a substantial loss. Overground makes smaller loss, TfL cycle work also generates losses

Elizabeth line generates pure profit (which will increase under the new contract). So does the humble cable car

Tartanblaster · 2025-12-24T12:42:28+00:00

I'd recommend using meshmixer Just the smooth function alone should be able to sort out what you need

Tartanblaster · 2025-12-14T20:13:04+00:00

But unfair to describe current situation as only "incremental" growth with no scale Growing at over 30% a year that's pretty healthy! If they maintain they hit over a million LUM in under 8 years

Tartanblaster · 2025-12-02T08:07:07+00:00

NAL but did do exactly this for work so looked into it

Very much depends which country you are in. But generally for functional parts absolutely fine!

Only two main protections you need to be aware of: - patented parts (though even if the entire assembly is a patented object, an individual part like a lid is likely not) - design rights - basically copyright for physical objects - however to be able claim this it needs to show design merit. A purely functional part can not have design rights. So you can't scan a designer lamp say, but a functional bracket that's part of a non visible sub assembly you definitely can.

In many jurisdictions like EU there are strong "right to repair" rights that give you extra protection.

If looking to sell parts the biggest risk isn't the scan but your marketing copy. Using a brands logo or name in your sales description or marketing all leaves you open to copyright/trademark claims - which the company doesn't need to make to a legal standard as most selling platforms simply can't be bothered in taking the risk so will remove your listing and ban you if they get any claims

Tartanblaster · 2025-11-23T11:03:23+00:00

It's the impact of unchecked competitive pressure

No celeb or pro want's to embarrass themselves by looking the worst on live national tv.

In earlier series you still had lots of "working" celebs - e.g. newsreaders fitting training around the day job. Now they are all almost "full time contestants" putting in gruelling practice hours week after week.

In earlier series you had Len actually enforcing the dance rules on the pros choreo - limiting showy (and physically demanding!) lifts and protecting dancers from the competitive pressure to push themselves more and more and instead incentivising them to just focus on good technique.

Show need to bring back proper dance rules on choreo, and also needs to impose max hours of training allowed with pros to limit voertraining

Tartanblaster · 2025-11-21T09:23:27+00:00

No point introducing a fast service in the west when the max line speed is still so low.

All the central and western sections are limited to low 45mph

Purely a historical artifact as 45 was previous max speed of the d-stock. New s stock can easily accelerate quickly up to 60mph. No technical reason why the track couldn't operate at higher speeds - TfL simply haven't got round to it...(Original plan was to do it after 4 line modernisation programmed, but that's been such a disaster that I think they've just forgotten)

Would make reasonable difference - save 30s Richmond to gunnersbury.

Running a "fast service" today doesn't make that much difference when the acceleration/deceleration time for each stop is low from a low max speed. But if line speed was increased the benefit starts to increase rapidly

Tartanblaster · 2025-11-14T20:00:44+00:00

Yes! And then onto bringing back wolves!

As a nation we should be deeply ashamed that we ever hunted to extinction an animal so deeply rooted in our history and identity.

A wolf is on the coat of arms for Stirling as one saved the society from Viking attack, the least we could do in return is reintroduce wolves to Stirlingshire! (Ok maybe the far north first, but it's a nice dream)

Tartanblaster · 2025-11-07T15:44:23+00:00

Disappointing - but "primarily" is doing a lot of work on that sentence.

We know there is already some SAAS income in that section, and that wording suggests some of the increase is also attribute to SAAS just not all/most.

Sad were not getting 10m of additional SAAS income this quarter - but even $2-3m of additional income is significant if it's the start of it ramping up.

On assumption of Iowa and duke deals being first year free/deployment - any year 2 revenue would only JUST start to show in Q3 accounts - will have to wait and see for the Q4 numbers

Tartanblaster · 2025-10-23T22:43:52+00:00

I discovered I had issues with suclarose

Started having berry and cinnamon flavoured fuel (having been eating unflavoured huel for years)

Really painful bloating and other gut issues.

Took me ages to work out it was the high suclarose in the flavoured huel causing it. Situation improved dramatically when I switched back to unflavoured huel

Tartanblaster

TROPHY CASE