Member Info for Barnacle

An amazing achievement, congratulations. And soon to be released on Iphone and Android which will further boost sales.

Playstack must have received about £5M from Balatro sales already if they are taking 40%, which for an indie game is not unreasonable... Any thoughts?

So you can get some cheap STG shares, no thanks...;0)

40. How about you?

Don't think so Ria. Maybe you should put some of your CPX profit in to STG...... ;0)

There is a very small free float in this share, I make it about 85% held by significant investors. Makes for greater volatility, but when this does rerate, it's going to go very quickly! Great entry point here.

Vote of confidence, nice!

Https://bleepa.com/cdc-news-scanner-14-march-2024

Https://bleepa.com/a-conversation-with-richard-dulcamara-nhs-partnerships-lead

Agreed Bill, I believe the QVH contract will be the beginning of the snowball effect; Northern Care Alliance, Buckinghamshire, Oxfordshire and Berkshire ICS for starters, and then India and private healthcare....

You do like to blow your own trumpet Earl....!

Anyway, QVH news soon.

Market cap of £6.5M with £5M Cash from fund raise...... EBITDA profitable, which will increase this year..... operating in a growth market, hiring of a highly experienced and well regarded Chief Technical Officer in Rob Smith. Am I missing something?

FY23 performance has been in line with market expectations. The Board is pleased to report revenue of £10.8m (FY22: £10.2m) and Adjusted EBITDA of £0.1m (FY22: loss of £2.2m). Improved performance has primarily been driven by the previously stated prioritisation of increased gross margins and enhanced productivity.

Having raised gross proceeds of £5.1m following the completion of the Company's recent fundraise, this leaves Strip Tinning with the resources necessary to capture the considerable opportunities in its sales pipeline across the EV battery pack market.

Ongoing commercial progress was made in Q4, having announced new nominations across both the Glazing and EV divisions. The new business pipeline continues to build amidst a positive outlook across the automotive sector. The European Automobile Manufacturers Association (ACEA) report that over nine million cars were produced in the EU in the first three quarters of 2023, a 14% increase against the same period in 20221.

In line with the Company's initiative of investment into people, Rob Smith was appointed in December as Chief Technology Officer. Rob brings with him extensive EV experience, having previously been a General Manager at Tata Technologies in Shanghai.

Following a year of strong financial and operational progress, confidence is high for 2024. The Company expects to report its preliminary results for the year ended 31 December 2023 in late April.

An interesting and positive interview with Strip Tinning from last August. "The firm is expanding, recruiting 10 new staff and opening an office in China. It's orders from the big car makers that are inspiring confidence."

http://www.striptinning.com/bbc-midlands-today-bbc-wm-speak-strip-tinning/

Nearly two weeks after its release, Balatro has now sold over 500,000 copies across all systems.

The roguelike deckbuilder hit half that amount within a few days of release, and it has been helped by plenty of positive buzz. Hours after it came out, it had already made $1 million in revenue.

Developer LocalThunk previously called their game's success "incredibly overwhelming." While not their first game overall, it's the first one they made available to the larger public.

As for publisher Playstack, it stands as the most successful title in the company's portfolio since it started eight years ago.

"The Company is bolstered by a growing pipeline of opportunities across each of its divisions and remains confident of securing a major EV nomination in early 2024."

News could drop any day.....

It is rather a good read:

Audi, BMW, Dacia, Ford, General Motors, Jaguar, Mercedes Benz, Mitsubishi, Nissan, Opel, Peugeot, Porsche, Skoda, Volvo and VW.

Reading through the Placing RNS, it does seem like there are a number of contracts brewing, this being one of them:

"The Company has invested approximately £5.0 million in the EV division over the last three years, and the division now has a strong platform for sustained growth centred around a focused strategy, growing customer base, and an expanding opportunity pipeline. The Company does however need new capital to invest in its EV division so that it can seize the opportunities that are within sight, including the Company's first high-volume serial EV nomination which is anticipated in the first half of FY2024."

What I particularly liked about the recent Placing was that the Directors all bought £95,000 between them. They are aware of what contracts are coming, a huge vote of confidence, and buy signal.

From BBC News:

Hunt addresses funding of the NHS, announcing the government will fund the service's multi-billion "productivity plan" in full.

The chancellor says the systems that support doctors and nurses are often antiquated, with staff spending hours every day filling out forms.

"The investment needed to modernise NHS IT systems will cost £3.4bn - but will unlock £35bn of savings.

"And as a result of this funding, all hospitals will use electronic patient records, making the NHS the largest digitally integrated healthcare system in the world," he adds.

433,000 units sold, £5M gross revenue in 2 weeks!

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.........