Member Info for Barnacle

When the Research was published, the share price was 23.5p! :o)

Nice buy at the end of play!

From Tennyson Research: dated the 22nd March 2021:

"Looking at the peer group of global cybersecurity names, we can see that BrandShield compares favourably in terms of expected top-line growth over the forecast period. Looking specifically at 2023E multiples, the peer group trades at 5.0 times revenues, and the lower growth UK benchmark, Avast, trades at 6.2 times. Using a 5 times reported FY23E revenue multiple, this gives an enterprise value for BrandShield of £42.8 million, and allows us to set a 12-month target price of 37p per share, offering investors upside of 68%. We initiate coverage of Brandshield with a BUY recommendation."

From Tennyson Research : ARR to grow 61% per annum over forecast period. We are forecasting that BrandShield will grow its ARR from $3.28 million in Q4/21 to $21.95 million by Q4/24, which represents 61% per annum average growth. This translates into 22% per annum growth in reported revenues, which we expect to grow from £2.62 million to £17.83 million over the forecast period.

Another positive announcement, the penny will drop soon.

According to the Tennyson Research the ARR for this year ending is estimated at US$ 8.42, significant growth on last years figure of US$ 5.12.

Alternative dispute resolution (ADR) is simply shorthand for “solving a dispute without going to court”

ADR includes arbitration, mediation and ombudsmen schemes. The advantages of all forms of ADR over litigation are: flexibility, speed, less stress and lower cost.

https://www.netlawman.co.uk/ia/alternative-dispute-resolution

https://bleepa.com/bleepa-tb-screening-pilot-now-live-in-odisha

A reminder: https://bleepa.com/partnership-with-qure-ai

“We are delighted to be working with Qure.ai; …this is only the beginning to forging a pathway for a new global regime of diagnostic testing and screening. The combination of Qure.ai’s AI reporting capabilities through Bleepa’s instant and secure communications platform has the potential to provide timely, efficient and cost-effective care across a number of clinical settings.

“We are particularly excited to be working on screening for TB and to help deliver this to even the remotest of locations. We have the potential here to build true access to healthcare for all in India. Although we are looking at India initially, Qure.ai are a great partner and their technologies hold just as much benefit here in the UK and we are excited to explore a number of opportunities for the technologies within the NHS and UK private market. ”

Dr Tom Oakley, CEO, Feedback Medical

"Qure.ai will use the new investment to extend and strengthen its global reach, especially in the US and Europe, and intensify product development for critical care and community diagnostics. "

This could be useful for the Feedback/Qure relationship?

https://www.prnewswire.com/news-releases/qureai-raises-40-million-from-healthcare-investors-novo-holdings-and-healthquad-301512615.html

Proud to say that the Bleepa #TBscreening service is now live in Orissa, India for #worldtbday. Thank you to our partners Amazon Web Services (AWS), Qure.ai and the Evangelical Hospital Khariar.

Bleepa enables digital X-ray images to be securely pushed to the cloud using mobile networks, from any location, so that these high quality images can be securely processed by AI and shared with clinical experts for diagnosis and discussion.

Together with our partners we enable a diagnostic result within seconds of an X-ray being taken, from anywhere in India and beyond.

New Video:

https://www.youtube.com/watch?v=KKveG0RNl4s

Over on the Vox Website

Looking at the Darktrace RNS : "today announced that a multinational electronics corporation has signed a million-dollar deal with Darktrace to ensure its business is protected from sophisticated and fast-moving cyber-attacks. "

Just goes to illustrate the potential value of these contracts.

NHS contract will bump the Revenue up nicely...!

"We have significantly expanded the rollout of Bleepa across the NCA with the target of converting this pilot to a revenue generating contract in the relatively near term."

Good news, the significance being in the fact that the new contract is to "support one of the world's largest international consumer electronics brands", so is likely to be of a significant monetary value to the company.

"This is one amongst several new deals that have closed already this year and we have a very exciting pipeline of new opportunities on the horizon"

Everything is going in the right direction, keep the faith.

The fact that William Currie Investments have increased their holding from 4.6% to 7% is a very positive sign, the company is developing nicely as the trading statement indicates:

"In the year-ended 31 December 20212, the Company continued to make significant operational and financial progress, with highlights including:
· Strong financial momentum, delivering $5.22 million ARR, up 59% year-on-year (2020: $3.28 million)
· 44% increase in new business ARR to $2.53 million (2020 $1.76 million)
· 57% increase in revenue to approximately $4.1 million1 (2020: $2.60 million)
· Net ($) retention of 96.4%, up from 86.2% in 2020
· Cash of $1.19m at 31 December 2021
· Deployments with 130 customers, up 69% from 77 in 2020

Add in to that the fund raise if £1.5 million, a market cap if now only £15.5 million, all that is required is a little patience...

One last post for the year: Video: the challenges of implementing community diagnostic centres and connecting clinicians

https://htn.co.uk/2021/12/15/video-the-challenges-of-implementing-community-diagnostic-centres-and-connecting-clinicians/

Have a Happy Christmas all!

Hi Vas,

An extract from the Sunday Roast Interview:

"the thing we didn’t mention earlier is that we spent the last eleven months with the dept of international trade working out who are the right partners on the ground are to this with in India ,and so we have announced we have the partnership with Qure.ai but we are also in discussions with Talco companies who can supply the cellular network coverage, and also the Bleepa box hardware as a managed service on the ground"

Feedback partner with Amazon Web Services for cloud-based tuberculosis screening services in India

https://www.proactiveinvestors.co.uk/companies/news/968998/feedback-partner-with-amazon-web-services-for-cloud-based-tuberculosis-screening-services-in-india-968998.html