Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
Time will tell . Tom also said on that interview he was expecting a ‘huge’ uplift in the Royal Berks contract as it was more widely rolled out . To date we have the QVH extension and no sight of anything else . And no interviews from Tom to give some clarity on things . As ever proof is in delivery but I’d be a bit worried if in another 3 months we still have radio silence
Good points raised by Shamtown . Impactful dilution driven by warrants only kicks in at the 25p level but the combined impact of option / warrants cumulatively exercised once that price point is hit would be ( I believe) around the 30% level ( 20m) shares . Cash burn is interesting as they burnt £1.8m in 1H but that was £1.3m driven operationally and a £500k deterioration due to adverse working capital movements . IF they stayed neutral on working capital 2H and IF the cost base remains circa £1.8m with GM at 49% then on basis of minimum additional 40k units shipped 2H (60 % recognised up front 40% recurring ) they should hit £1.6m revenue 2H ( up 60%) over 1H which should reduce the operating loss to circa £1m against a 1H cash exit position of £1.8m . So it’s a bit tight but one would hope if there was a raise it would be small given the potential 30% dilution when all warrants / options flush through post 25p . Just some thoughts
Good post Vascular
Tom on the recent investor meet presentation constantly made statements such as when the contracts come in we will work to ensure it’s clear which are hosted / not hosted . On the basis of 160 CDC’s and 10% win rate at the average of £600k a pop that’s £9.6 M or a market cap of circa £100M based on 10.6x revenues excluding any other NHS or India opportunities . So the opportunity is there for rapid share price appreciation . Hopefully winning QVH and having the breathless patient pathway become the model to adopt in the NHS then it has some probability of achieving this . As Tom stated … we believe we have the right product at the right time in the right place . Let’s see if he can match his words and deliver
https://www.insideprecisionmedicine.com/topics/translational-research/biomarkers-topic/imaging/genomics-england-taps-sectra-enterprise-imaging-to-combine-pathology-radiology-with-wgs-data/
Nice win for Sectra. Hopefully some opportunity for
Feedback as Tom saw these guys as being complementary to Bleepa v direct competition
I thought Tom was asked specifically about the South West tender on the recent call and stated they were tendering for it .
*not sure
It sure there is a big buyer . More a consequence of the 200/1 consolidation so now quite an illiquid stock hence should be interesting once they release good news . Should be prior to 31/3 and the end of the NHS fiscal year
Largest Australian insurer asking when product is ready for their market . Swedish deal announced 2 weeks back 2m customers and they expect 40% penetration AND they found the potential upsell opportunity was 50% . Than the USA . Craig seems a bit frustrated here but market huge . Then the icing on the cake ( left field opportunity via Portsmouth ) the water authorities and the regulators chance of focus to the customer versus the infrastructure provider . That is simply mind blowing if they were to seed the customer base via the water authority channel . 130k units to break even and the Swedish opportunity will blow them past that . I can understand when Gervaise Heddle says this is the best quality AIM opportunity . Well worth listening to the interview .
Did they specifically mention MSC re the 170k . Could there be another shipping company in the wings ?
Not MAC , MSC
Jason ..MSC POC fuel best served from existing MAC supplier . Goes on to mention Netherlands where there are tax incentives for biofuel generation . Wonder who fits that bill …Shell . Announcement 4Q
Agreed Haggis . Would expect us to be sold mid point next year on that basis .Valuation expectation would be interesting . Wonder what Andy would be targeting
Looks that way Haggis . Trades reported differently on ADVFN . They don’t show the reversals
12M in sells . Have Miton just vomited out their final holdings ?
Looks like a pump and dump double act but we shall see ….
1.5M ??
(s)he did buy 1.5 shares last week so hopefully some
Credibility and not a pump and dump …we will find out soon enough
So fingers crossed inclusion on the list may be forthcoming in the near future ?
https://ec.europa.eu/commission/presscorner/detail/en/QANDA_21_5367
Oxford - does this mean we were not selected as part of the 10 or am I misunderstanding ? Looks like it was updated on 22.10