Member Info for Barnacle

Some good news, and further endorsement of Bleepa at the NCA. As well as the CDC funding, Bleepa is obviously making a positive impact across the whole Trust, as stated in the following:

The coverage of the NCA's Bleepa® based digital referral system, which is based on a separate Bleepa® contract with Feedback, has also been significantly expanded since December 2023, when it supported six specialities at Oldham and one at Fairfield General Hospital. Its total user number has increased 68% between June 2023 and June 2024 with over 1,400 users at the sites now generating over 9,200 patient referrals during this period alone. It now supports eleven specialties, including Endocrinology and Haematology at Oldham, and five specialities, including Cardiology and Respiratory at Fairfield.

Now, an updated on BOB ICS would be good, to follow shortly?

From Linkedin:

We're #hiring! If you're a technical support engineer looking for an exciting new opportunity in a dynamic and supportive team, why not take a look? 👀

Feedback Medical is seeking an experienced Technical Support Engineer to join our small team. This role, reporting directly to the Head of Technical Support & Deployment, involves providing high-quality 1st and 2nd level technical support to customers and staff. Ideal candidates will be customer-focused and have strong experience with Microsoft 365 and Azure Active Directory. This position is well-suited for someone interested in advancing to a Senior Technical Support Engineer, Operations Engineer, or Cloud Engineer role in the future.

Support for new contracts?.......

Not long to wait until we get some detail:

"The Group has traded in line with the board's expectations in the first quarter of the financial year to March 2025, with continued positive, volume-driven like for like growth across both brands."

"A comprehensive update on current trading and outlook will be provided in the results announcement on 2 September 2024."

From previous Trading update in May:

Commenting, Richard Harpham, Chief Executive of XP Factory plc said "The Group's continued strong performance in the final three months of the financial year culminates a period of exceptional growth and development within the business. Trading in April has continued the positive momentum. Our investments into new sites are generating industry leading returns setting the business well to generate growth in shareholder value and providing the blueprint to continue our expansion."

Happening at 4.30pm today. Should generate some new interest, and hopefully some buying.

May have of already started....

From 1st July RNS:

XP Factory, one of the UK's pre-eminent experiential leisure businesses operating the Escape Hunt and Boom Battle Bar brands, is pleased to announce it will be hosting an investor site visit for analysts and investors.

The site visit will take place at Boom Battle Bar, 70-88 Oxford Street, London, W1D 1BS at 4.30pm on Tuesday 30 July 2024. This event will provide attendees with the opportunity to observe the business operations first-hand and engage with the management team.

James van den Bergh is loading up. Another £25,000 worth bought at £0.491.

I'm very surprised at the drop, Satago has other customers other than Lloyds, and it was hardly generating huge amounts of revenue compared to Oxygen and Playstack.

From the 2 titles released this year, Balatro and Abiotic Factor, gross revenues from these titles alone on Steam are in excess of $22 Million... and another 4 games to be released this year....

Extremely undervalued in my opinion.

From Final Results:

Satago - Current trading and prospects

Early 2024 has focused on product delivery for the Bank and the next phase of client wins. Meanwhile, the deep strategic relationship with Sage, the global leader in accounting software, will allow Satago to extend its core offerings of credit control and risk insights to SMEs globally.

Satago has a growing pipeline of LaaS and Embedded Finance customers in the UK and Europe with a number of significant partnerships expected to launch throughout the year.

Playstack Platform Contract? Apple?

From LinkedIn today:

"Cityscapes game is now available on Apple Vision Pro in the US!"

Playstack shortlisted for 5 Awards this evening:

Publishing Star. Playstack

Best Original IP. Balatro

Best Game. Balatro

Best Game Design. Balatro

Best Mobile Game. Cityscapes

Good results from Loungers today, a good indication of how XPF should be trading..... Totally agree with the earlier post that Euro 2024 will have a positive effect on sales.

Shares ready for a bounce up, hopefully we will get a trading update in the next few weeks.....

Nice new website though..... https://feedbackmedical.com

Could well be a Trading Update before September. I would imagine that Abiotic Factor has sold close to 500,000 copies which would be worth a mention. Playstack have also been nominated for various awards at the upcoming Develop Star Awards this month.

A good buying opportunity with this dip. First half results will be mega. Both Balatro and Abiotic Factor selling in huge volumes. Oxygen and Satago also growing strongly. No brainer really..... :0)

Good news indeed! I would expect this to become more embedded into QVH as additional patient pathways are added, thus increasing contract value over time. This should also give the green light to other NHS trusts such as the Northern Care Alliance, and the pilots that have been running at Buckinghamshire, Oxfordshire and Berkshire West ICS. More news to follow no doubt......

Some snippets from the Board Meeting Paper:

52. We will continue the development of our four Community Diagnostic Centres (CDCs) building from 2023/24 activity plans, focussing on expansion of services to ensure provision. The CDCs have several major new developments planned to support the increase in activity and improve outcomes in 2024/25. This includes:

a. Amersham CDC is building a new modular unit to co-locate a new MRI and CT on site. They plan to a launch tele-dermatology link into the Regional Skin Centre and will consolidate physiological measurements on site. They will further develop IT digital enablers to enhance patient experience and develop pathways in CYP asthma and gynaecology.

55. Other improvements include:

c. Deploying digital enablers for symptom-based pathways in CDCs. CDC funding awarded for introduction of Bleepa to address a gap in our physiological sciences referral process and provide a robust method of transferring digital reporting back to GPs. The app can also facilitate virtual multidisciplinary teams (MDTs) and conversations between clinicians.

56. Community Diagnostic centres have a specific ringfenced funding allocation and there are opportunities to access specific diagnostics funding that can support projects requiring both revenue and capital funding. 2024/25 allocations for CDCs have now been confirmed.

Does sound like Apple, if so, opens up a huge shop window for Balatro. It does state a 'significant contract', could be worth a lot going forward.

According to VG Insights, now sold over $20M between them, and that's in just 4 months!

Looking forward to Trufin's Interim results.

Current QVH contract runs until the end of June. Provision of a Digital Communication Platform for the Community Diagnostic Centre (CDC) Tender should follow...

Incoming QVH contract?

Personally, I see a deal coming with an upfront payment, and further staged payments at key milestones. I think you are forgetting the huge potential and future revenues of this treatment. Any indication of a deal and this share price will rocket.