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Hi CC, if all the ducks are lined up waiting for TO to deliver then let the clock start. I wonder where we will be in say 3 months from now? That will indicate whether there is substance to the case being made....be nice to get out of this trading range for a start, all the best.
Hi Bob,
Never rely on optimism on AIM m8 - I'm as negative as I can be with all stocks and BOD's, I rely on research and networking, hold very few stocks as I don't like that many on AIM and can only research 3 or so at any one time.
That said, when I find a good resource or product, with a good BOD in a phase of rerating and growth I am supportive and positive for the longer term.
For the LTH I realise most will be underwater, not trying to rub salt in, but I am looking at this from 1p which is the reality now.
If Tom pulls off most of what I suspect him to be working on this year then I think this 10 bags from this point.
Shorter term it will 3 bag once the reality of the first tranche of the US contract breaks out and investors realise Bleepa can take as long as it likes with the NHS trials, looking at the chart alone I would suggest it could breakout to that level on not a lot once the disenfranchised LTH are out of wake up and decide its a hold again for reasons other than they bought in for.
If Tom secures the rest of the G.E Healthcare product upgrades in the USA and a minimal contribution from Bleepa Vets - I've met the bloke from Animal Hospital (not Rolf the other one) Im sure he'd be up for promoting it, you won't even require Bleepa in the NHS to 10 bag this.
Add in a touch of P.E. if someone starts sniffing an early buyout for the Cadran future update opportunities and look at it ... all researched, and understood, i've finished buying as of last Friday.... Game On.
Love the optimism CC, cannot fault your logic so time will tell. I have already stated this is a critical year for FDBK and hopefully TO will give a detailed update with figures in his Results Statement, rather than the historic bland utterings. IF (big if for us lths) FDBK can commercialise this potential then yes the sp is seriously undervalued, I suppose if new income is being generated then the downside risk should now be minimal. Enjoy your weekend...
... must be a win win for all of us.
Chazc,
If you went away and researched the price comparisons available on the internet and for the price of a few phone calls to the U.S. for a low cost, bolt on version of a part of a greatly reduced Cadran comparible product you would realise that Tom Oakley has pulled a blinder with this latest deal and just made the company at least breakeven, potentially into profit with tranche one plus existing deals on the other products ( IMO ) then sit down and factor in there are just over 2000 units available for this upgrade in the U.S.A. and we have just taken the first 10% (200 units) on guaranteed contract, thereby leaving further growth potential of 90%, Tom hasn't released a market sensitive RNS yet - the only reason for him not doing this is that is it is not over yet, there is more to come, he has something else up his sleeve and wants his cards held close to his chest - for that reason I won't put any supporting numbers/ guesstimates to this argument.
He then has Bleepa NHS and RCVS to report on - Massive potential
Pointers ...
Cadran - already invented and paid for.
Texrad - Already invented and paid for
Bleepa - Already invented and paid for.
U.S contract - they have pulled a small part of Cadrans capabilities out of the software, Future Processing have given it a rejig and repackaged it as a bolt on upgrade to the G.E Healthcare equipment bring upgraded by George Jochade of Imaging Engineering - minimal cost to us as alluded to by T.O. in latest Proactive interview due to it being a software programme already written and owned by us and that the end users in Fluoroscopy only need a small part of Cadrans full suite capabilities - costs will be recovered soon etc, software packages get emailed to U.S with an activation key - profit percentage high - think of when you purchase a Windows suite and get the 16 digit sequence to input - same thing.
I've got to say - if you have been a long term holder here - I genuinely get your ****ed off ness - if it was me I would be the same, AIM is generally a 5hitstorm.
As a newer investor i saw two things very clearly.
1.Fantastic set of inventions - world class discoveries, and produced by top notch people.
2.New BOD - accepting and challenging the viewpoint of these world class inventions ... Cadran, Texrad, Bleepa ( As I invested )
All three to me have great potential, Cadran and Texrad already proven, backbone of the Company.
FDBK - recent news - Iqai Stonechecker .. IE LLC Cadran U.S.A. contract and BLEEPA .
Lastly T.O and Rory Shaw were appointed last year - give them and the rest of the BOD a break on the boards and celebrate FDBK having been touched by the great minds who have recently left -we are generally a bunch of whinging ******s, full of frustration and losses but when you have great products and a board that are keen to do well, new in the job and have shown such early and frankly unexpected and startling promise a lot of support and positivity must b
All good reasons CC , but there have been very many false dawns as has been stated FDBK have to prove they can turn potential into income in order to warrant a rerate. Do that and the sp could be anything, realism says 3p to me and that would then be a springboard. Fellow gooner so get the analogy, hope you are right but 3x bag this year would not be a disaster, good luck.
It's negative because it's another announcement with no revenue figures imo. FDBK needs to prove it can turn potential into commercial and quickly because cash burn is very high based on last years results. When will they need to raise again? one trial does not a company make.
Good point. Basically feedbacks got a much better board now. The guy before was just living off investor money. He achieved nothing. Now we are finally making real progress.
Bob, I am so sorry I forgot Korea and the Veterinary packages but its late - research them urself .... I won't be happy with 3p Bob, if there is an early buy to take the NHS and U.S service contract's out I'll swallow but I won't be happy.
Bob 3p is a multibag ?
I think 6 - 10p completely realistic with the kit they have at their disposal, the industry runs at a P.E of 55 let's imagine,
George Jochade, Tom Oakley and Rory Shaw and the team pull off another USA deal to make fluoroscopy 400 units - there are 2000 of these contracts available, we have tapped 200 so 1800 urgently need updating, George Jochade is Ex G.E. he used to work on this kit before setting up this special purpose vehicle company (SPV ).
Bleeps is picked up and snowballs, NHS England 50000 units X £ XX £7.50/10/15/20 ?
Texrad India for G.E Healthcare India retains its position - Balaji has left so assume no or minimal organic growth.
Texrad Europe grows by 10% by word of mouth same as it did before ( grow ).
Work that out at a P.E of 5 and smile, then sit down and say oh Bob this industry works at a P.E of 55 ... bit more of a frantic smile isn't it ?
Very, very achievable by a team who have inherited a great set of researched and C.E marked products ( IQAI's USA licensed Stonechecker is a small part of our technical knowhow we gifted to the departing Directors) and are focused and driven to deliver.
For me I'm thinking 1996, Highbury, Northbank, George Graham leaves, i'm gutted, cannot see a way out, I need to see Gus Ceasar get more play time, Arsene Wenger enters, Gus leaves : ) one built it, the next one in tinkered with it, added some more flair and the invincibles were born... now between them they had different management styles and were different people but their similarity is that when cojoining their experiences and abilities over a number of years, using mainly the same players ( Products ) they changed their respective industry's forever, revitalised and reinvigorated them and drew massive funding lines into them.. became invincible together ...
That's what I think is happening here, the flair the drive, the luck all combining to drive change into an industry they all care passionately about - these new boys aren't the inventors, the researchers, the cloud gazers, the've worked at the sharp end and know the solutions that are desperately needed... they have the nous to understand the opportunity of Cadran/Bleepa/Texrad, that it is updateable for a few cycles, as Tom said in yesterdays Proactive interview, that was in reference to them updating the 17 year old G.E Healthcare USA Fluoroscopy machines, he was grinning as he said it....
Interview good but as a lth I strongly suggest you rein in your sp expectations , been there som many times before. I do agree the stock is underpriced given the potential, hope you are right but I will be happy with 3p in 2020....either way could multibag, shame it’s negative today!
Draft - there you go what a lovely video... game on here for a 6 - 10p rerate in 2020.
Bill - re hampering further down the line - its a cracking contract to tie in with George Jochade the bloke who is ex G.E Healthcare , left them set up his own firm and secured the upgrade on 200 of their GE Healthcare Fluoroscopy units.
Circumvented the need for FDA approval on Cadran - brilliant that you tried to find a negative - well done.
Yeah I watched the whole video now. TOM comes across very well. This is fantastic. 10p please.
Talking about halving referral times... 4min 30ish
No hampering. Where does it say Bleepa has saved over 50% of time???
https://www.youtube.com/watch?time_continue=4&v=X9rJM-7IPEA&feature=emb_logo
Sounds promising on all fronts... no figures for the US deal. I didn't realise this was exclusive, might hamper us further down the line?