The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Elartu yes I also noticed this whilst researching. I guess my first question is where did they get the number 40 from? Surely it wasn’t a random number plucked out of the air. Did they make it up? I think the answer is I doubt it. Was it a genuine mistake? Possibly. If it was a mistake, it’s rather a glaring one because as we know that number carries a huge amount of financial significance for feedback. Roughly, £25 million ARR worth of significance!
I guess all will become clear in due course.
On 29th February, Studiomade, the Bleepa website provider had the following posted on their webpage: "Feedback Medical is also involved in supporting and delivering 40 community diagnostic centres (CDCs) across England." I posted that quote on here that same day but it has now disappeared from the Studiomade site and been replaced with the somewhat more bland "Feedback Medical is also involved in supporting and delivering patient pathways for community diagnostic centres (CDCs) across England."
It suggests to me that the '40' previously mentioned had a certain weight and disappeared because it was a truth not to be revealed quite so soon.
Either that or I am delusional and you should ignore me.
Listening back to the questions posed at the Investor Meet Presentation, one of the questions I asked was how many CDCs are Feedback in discussion with?
Anesh states that they are ACTIVELY in discussion with between 5 and 10,CDCs, but then Tom goes on to say that NHS England bought together a webinar of CDC sites for Feedback to present the APPG report to and pitch Bleepa as a solution. This involved 20 CDCs which were interested in pursuing a Pathway approach, but of those, only 2 were able to take up the pilot schemes because of the technical capabilities and the stage of their build, and these were Amersham and Oxford. However he said most of the CDCs were due to complete within THIS financial year so should be operational in the summer, so about 60 CDCs coming online in that timeframe, and Feedback are in communication with all of those.
All very exciting in my view, the potential for numerous contracts in the near term is eye watering.........
Ian12, they stated consolidation would:
increase the Company's share price proportionately which MAY consequently positively impact the liquidity of and trading activity in the Company's shares; (no it hasn't)
· provide the basis for a potential narrowing of the bid and offer spread in the Company's shares; (low liquidity=wide spreads)
· provide the basis for enhanced perception of the Company and its prospects, improving its marketability to a wider investor group. (Hmm, most shares in sticky hands, not sure this has had any effect)
I brought it years ago, use to be a major shareholder before they diluted, about time these shares got some traction.
The consolation hasn't attracted large buys like the Bod said it would??
Does anyone know what the rules are on Indian politicians taking share holdings on Government contracts?
I was thinking of the Indian version of Nancy Pelosi? if so worth keeping tabs on their social media and 'supporting' Bleepa
2000
Managed another 200 at 97.9 yday going into close, they want 1.05 this morning, spreads still wide open
And off it goes again...
Sixth on the Leaders Board. 14p rise. Up 16.77%
Decent volume
If Somebody had offered me that before the start of play, I would’ve taken it. :)
Haven’t checked the technicals but I reckon we’re in an uptrend now.
Onwards and Upwards.
Not at all Jolly, stay nimble.
I am aware I'm stepping on your toes, CC
Earl and posters like him can't pump and dump this.
The MM's know that news is expected so they run the prices like there's been a leak, PI's bought in on the volume spike and Fomo, there was no leak so it has retraced 10%.
Looking like it will hold higher levels than this morning as people now want to see the news ...
All those questioning the P&D might reflect on Earl's MO
Jolly, this is all a bit obvious, you aren't teaching anybody anything.
MM's ran it up this morning - was easy to sell in volume for a few sessions beforehand at a big margin spread and very hard to buy anything of any size - for the last 2 weeks.
Then it became easy to buy and harder to sell
MM's had some fun, now it is moving back to its usual channels, note that both side are higher than they were before so it is all good.
Down the stairs
went Pooh
Yes, that would be different but it looks like we're past the stage of placings to keep the lights on. Placing for a solid India contract, bring it on.
IB, never say no to a placing.
Imagine India TB falls in their lap and they say to be able to cover all of India we need to raise £20m and the business is instantly valued at £100m - not a problem with such a raise personally.
Id just hope it came with warrants :)
Congrats on todays first stupid comment JS. Trying to spread a bit of FUD? They've got funds for a year or more and judging by what's in the pipeline I very much doubt they'll need to do a raise before the income starts rolling in.
If there are no serious contracts fairly soon, there's the joy of another placing in prospect
Looks like QVH are gearing up for Bleepa...
Main duties of the job
Community Diagnostic Pathway Coordinator
An exciting opportunity has arisen to recruit a Pathway Coordinator to work within the Community Diagnostic Centre (CDC) at QVH. This role will be a key point of contact and coordination for all CDC patients under the care the breathlessness pathway and individualised diagnostic tests.
This important role will need to work closely with the QVH respiratory, cardiology and Imaging services along with clinicians, managers and other Trust staff to ensure the trust is following diagnostic pathways effectively and that patients progress through their pathway with minimal delay.
The successful candidate should have experience of working in healthcare, a good understanding of diagnostic waiting times and be willing to embrace the challenges of ensuring patients are following the optimal pathway during their care.
I can understand some serious selling if this doubles from here but if a few decent contracts hit and suddenly you have 3/4 million in revenue you are going to have a solid 40M market cap. Then you have the potential of a decent expansion roll-out or even possibly buy out. There will be some serious decision making for holders in the next few months.
Interesting to see how many weakish holders there are now
yes, v illiquid ....so won't take many derisking for the sp to deflate... slowly ofc feedback style (down the stairs; up the rocket)
FDBK lovely spike and retraced to sit on another 22%