Member Info for Barnacle

https://www.qvh.nhs.uk/wp-content/uploads/2023/04/Papers-PUBLIC-Board-meeting-4-May-2023.pdf

"Community Diagnostic Centre: Continues to deliver timely diagnostics and digital referrals from GP as well as diagnostic reports being sent back to local GPs via the digital platform."

Maybe the QVH Tender was pushed back for finacial reasons: page 120
"The committee looked at capital planning for 2023/24, noting the fact that capital allocations are part of the wider ICS financial picture. As ever, there is a need to prioritise spending in this area, along with the significant investments needed in IT (Electronic Patient Records) and infrastructure (Community Diagnostic Centre), where funding plans still need to be finalised. Learning the lesson from 2022/23 the planning for capital spend has commenced to avoid the bulk of the work being pushed into the final quarter of the year."

Some info on the tender process. Page 122 : "The EPR programme has now moved to the pre-market engagement phase. There has been very positive feedback from suppliers and no challenges to the specifications. The EPR programme readiness assessment has been reviewed by the national team and is positive overall with areas for improvement as expected.The approval of the outline business case (OBC) and tender documents has been delayed as further work is required on the finance model and on fully developing the programme benefits. Following the discussions with suppliers, electronic document management (EDM) is being added to the Output Based Specification. Revised timescales for the approval of the OBC and subsequently the full business case (FBC) are being developed. The committee received assurance that the communications and engagement planning for EPR is underway."

Interesting to note that they are adding electronic document management (EDM) to the spec., a function that Bleepa already offers...

That is very good news, a substancial addition to their portfolio. Was this published today, and if so, why no RNS?

Looks like we have a few sellers at the psycological £1 mark, but should push on. Some encouraging larger buys as well...

It will be interesting to see how Rock Up and Pop Up is contributing to revenue streams. Germany is now fully up and running, post Covid, so we should see an increase in revenues from here.

From Interims:

Operational

o Recovery in brand experience and strong recovery in retail markets as pandemic lockdowns ended in quarter one in the UK

o New and unique, full-service, kiosk retailing programme "Rock Up and Pop Up" launched in UK shopping centres to encourage and enable new retailers into venues

o Launched "Experiential Space" website(www.experientialspace.co.uk), giving promoters enhanced online access to venue information and chat function to allow comparison of sites on offer and facilitate faster bookings

o German business fully operational since April 2022 following the end of Covid-19 restrictions

"With the launch of and investment in Rock Up and Pop Up as well as our new experiential website, www.experientialspace.co.uk, we have developed innovative new services that support our two key revenue streams; Brand Experience and Pop-up Retail, and we are aiming for these to contribute to and stimulate our growth over the coming years. SpaceandPeople has the ability to deliver the most comprehensive portfolio of spaces for brands and retailers to research, launch and showcase their products. By developing new marketing platforms to promote our venues, combined with new retail delivery options, we will continue to expand and dominate this sector."

Don't see why not, previous Trading Update was positive, so expecting share price momentum to continue...

"Trading momentum has continued in early 2023 in both the UK and Germany despite rail strikes and the Board looks forward to continued increases in revenue and profitability for the year."

No, only 10k shares, not quite in your league Roley!

Yep, looking good. A positive update should send the share price towards the £1.50 range.

Just read the previous Trading Statement,, and it does mention;

"The Group expects to announce its FY22 results during the week commencing 1 May 2023"

So I guess next week we'll be getting an update. Like you. I'm expecting a positive Q1.

Hi Roley, are we expecting a trading update next week?

Are we expecting another placing in May? Seems to happen on a fairly regular basis. Thoughts welcome.

Nice rise today, hoping for some positive news on Wednesday.. :0)

https://bleepa.com/a-chat-with-tara-jayne-southwell-head-of-technical-support-and-deployment

Ask now gone up to 0.70, short on shares.

https://www.trackwise.co.uk/trackwise-awarded-kings-award-for-enterprise-for-innovation/

“The diversity and ingenuity of applications using our IHT FPCs to drive product innovation is astonishing. Resourceful design engineers have been quick to recognise the significant advantages of IHT FPCs. It’s inspiring to see their visions for future products being realised as they replace conventional bulky wiring harnesses and interconnections with our lightweight, smaller and more reliable flexible printed circuit alternatives to solve their design challenges and deliver reduced assembly time and cost.”

Philip Johnston, CEO at Trackwise

Same here, have you tried a Fill or Kill?

Yes, lets hope it helps convert the 'pipeline' of opportunities in to sales..

"What happens if your company wins?

If you win you’ll be:

invited to a Royal reception
presented with the award at your company by one of The King’s representatives, a Lord-Lieutenant
able to fly The King’s Awards flag at your main office, and use the emblem on your marketing materials (for example, on your packaging, advertisements, stationery and website)
given a Grant of Appointment (an official certificate) and a commemorative crystal trophy
The awards are valid for 5 years."

"Winners have reported benefiting from worldwide recognition, increased commercial value, greater press coverage and a boost to staff morale."

https://www.gov.uk/kings-awards-for-enterprise

Good recognition of Trackwise's World class IHT technology, contracts to follow, please... :0)

"Trackwise Designs plc (AIM: TWD), a leading manufacturer of specialist products using printed circuit technology, is pleased to announce that it has been awarded The King's Award for Enterprise in the Innovation category, for its length-unlimited, multilayer flexible printed circuits.

The King's Award for Enterprise recognises and celebrates excellence in enterprise across the UK. The initiative highlights achievements in the fields of Innovation, International Trade, Sustainable Development and Promoting Opportunity (through social mobility).

"EV cell-to-pack CCS opportunities progressing positively towards the anticipated supplier nomination dates."

From previous RNS - 30th March '23 :

Trackwise continues to have a significant pipeline of identified IHT sales opportunities with a number of the previously identified EV cell-to-pack CCS opportunities progressing positively towards the anticipated supplier nomination dates.

New financial year for Automotive OEMs and their suppliers, budgets being planned, contracts forth coming?

With the addition of Andrew Lapping and Chris Pennison to the Board, with their backgound in Automotive markets, and their obvious commercial nous the likelihood of these contracts progressing is higher than ever, in my opinion.

Doesn't seem like a company going down the pan......? World class technology and manufacturing capability, now some contracts please......

https://www.trackwise.co.uk/trackwise-to-showcase-ev-battery-interconnect-tech-at-electric-hybrid-vehicle-tech-battery-show-europe-in-stuttgart-germany/

Innovative flexible printed circuit technologies to feature on Advanced Propulsion Centre-hosted UK Pavilion (booth 10-D30) at Electric & Hybrid Vehicle Tech & Battery Show Europe.

Trackwise Designs plc, the innovative manufacturer of specialist products using printed circuit technology, will form part of the UK Pavilion at co-located trade shows, The Battery Show Europe and Electric & Hybrid Vehicle Technology Expo Europe from 23-25 May, at Messe Stuttgart, in Germany. At the shows, Trackwise will showcase how its patented proprietary manufacturing process, Improved Harness Technology™ (IHT), can deliver space and weight savings – as well as increased repeatability and reliability – for EV (electric vehicle) battery cell connection system (CCS) and HV (high voltage) primary power harness applications.

Cenkos near-term valuation 10p, and this does not take in to account any litigation upside.