haha...also CPN1 you're famous, over on the other less friendly site your 0.5% has been quoted as the defacto number for what VS will receive. Shows the quality of the discussion there. As someone else said, blind leading the blind....
CPN1 - in the latest interview he did say that VS revenue would rise to 10's of millions on this group alone although he did also say he wasn't sure of the figures. Being SAAS it is pretty much pure profit although again you would hope VS would keep spending to develop the product so how that translates to what LEG eventually get is yet to be seen but can only be in the positive direction.
ttreb - That's getting towards an MCap double the NAV which is probably a bit much until the December interims from LEG and the official results from VS. Happy to be proved wrong but as stated in the interview it will take a few months for VS to be setup and for the money to make its way down into the LEG coffers.
all imo of course and in the nature of a friendly bb!
Nice to see Zaf less defensive and give us some positive news.
Guaranteed profit and imo it will be rolled out across the whole NHS in the long run. NHS needs to save money and if it works for the Shelford group the its a winner. Plus high profit margins as its SaaS.
Shout out to the LTH, yes we all would have liked to slice at 0.44, but we will have our 1p party, maybe a member down however!
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