Member Info for Barnacle

Almost a year ago (Dec 6th '23) since this was announced, should be news soon....

https://www.cap-xx.com/cap-xx-signs-joint-venture-with-australian-graphene-technology-specialist-ionic-industries/

CAP-XX has entered into a joint venture with Ionic Industries, the first Australian company to commercialize graphene technologies.

The two companies are partnering to commercialize Ionic’s reduced graphene oxide technology (rGO) in supercapacitors and other energy storage devices sold by CAP-XX.

Ionic’s rGO technology will help CAP-XX to increase electrode energy density in its supercapacitors, enabling the company to enlarge its product portfolio and access further markets and applications.

SYDNEY, AUSTRALIA – CAP-XX has formally signed a joint venture agreement with Ionic Industries, Australia’s first company focused on commercializing graphene technologies, strengthening its local supply chain and collaboration with local universities. The partnership between the two companies will focus on commercializing Ionic’s reduced graphene oxide (rGO) technology to increase electrode density in supercapacitors and other energy storage devices under the CAP-XX brand.

Graham Cooley in attendance, should spice things up.... early start though! - 05 Dec 2024, 06:00 GMT

Presenters

Joanna Morbey - CoSec

Lars Stegmann - CEO

Patrick Elliott - Non-Executive Chairman

Steen Feldskov - NED

Peter Fraser - NED

Graham Cooley

Dr Anthony Sive - NED

For interims:

Tender finalist for global aviation company and Irish public service bodies - results expected in H2

A very positive update, company on a definite upward trajectory, with some major new clients. A big endorsement of the software.

·

In-line with expectations, the Group began Q4 with positive trading EBITDA, which has been further strengthened by new brand partnerships.

·

Combined new bookings in September and October 2024, running through to Q1 2025, of approximately £1.5 million.

·

October was the best performing month on record for the Group and included a significant proportion of new bookings relating to 4D AI higher-margin data revenues with global blue chip clients including BMW and VISA.

·

As at 31 October 2024, committed revenues for FY2024 stood at approximately £9.3 million (unaudited), more than £1 million ahead of last year's total annual revenue (2023: £8.3 million).

Don't forget that this year's record revenues have allowed Trufin to invest substantially in securing more Game releases next year and beyond, which is a shrewd move given the ROIDC. From the Interims:

Playstack's Return on Invested Development Capital ("ROIDC") across its entire console portfolio stands at more than 500%, with an Internal Rate of Return ("IRR") of more than 150%. When excluding the returns from Mortal Shell and Balatro the ROIDC is 172%. Playstack has already secured a pipeline of 8 further title releases over the next 18 months and has committed invested capital by year end in excess of £7m. Playstack's profitability means this invested capital is sourced entirely from internally generated funds and the ROIDC from these investments is expected to create a fly-wheel of profitable growth in the future.

Thanks for the sales info. Trufin should be making a healthy profit this year, and Playstack will go from strength to strength, with new releases due, and a strong backlist of games. Playstack on its own easily justifies today's Market Cap in my opinion. Looking forward to the next Trading Update.... :0)

Seems like a win win to me:

Ian James, Chief Executive, commented: "We are delighted to acquire Codec AI's IPR which is an exciting opportunity for Silverbullet and is importantly earnings enhancing and value accretive from day one. The new opportunities will add significantly to both the Group's offering and existing client base enabling 4D AI to provide a broader service."

Codec AI had a global footprint with international clients which included Diageo, Unilever, Mars and Procter & Gamble.

Today’s report from the Financial Times around the use of Whatsapp in clinical settings, for the sharing of patient data, is a stark reminder that the current systems for handling patient data are falling behind the needs of clinicians.

https://lnkd.in/e6kPJ-k4

The report reveals that tools like Whatsapp are being used as “workaround for official systems that are often siloed” in order to speed up communication between staff. This is nothing new.

Last year the ICO reprimanded NHS Lanarkshire for sharing patient data via Whatsapp, however today’s report shows that despite this, clinicians are continuing to utilise tools like WhatsApp even with the risks it poses to patient data.

However a compliant solution does exist, purpose built for the clinical collaboration, designed to bridge across siloed systems, with the necessary regulatory certification to display clinical images - Bleepa.

It's the only platform that delivers full compliance.

Find out more about Bleepa’s security and compliance on our website:

https://lnkd.in/eXmxB6BK

Excellent news!

"Now that confirmation of ERF reimbursement has been received, the Company believes that it will soon be able to convert a number of these ICBs into customer contracts."

Https://www.investormeetcompany.com/meetings/interim-results-june-2024

Fingers crossed for an Investor Meet Presentation to accompany the Results....

And more recently this RNS: another link to the previous post...... just trying to join the dots.......

Feedback signs collaboration agreement with a provider of primary care solutions

Feedback plc ("Feedback" or the "Company"), has signed a collaboration agreement with a provider of primary care solutions to explore the opportunities for a novel Neighborhood Diagnostics Solution.

The intention is to explore creating a solution that combines the partners' technology and Bleepa to streamline NHS diagnostic and pathway referrals between primary care, Community Diagnostic Centres (CDCs) and secondary care. It is envisaged the solution will also enable some diagnostic procedures to be referred into community settings such as pharmacy or other diagnostic facilities, creating additional diagnostic capacity to support NHS waitlist recovery.

The parties intend to pilot the solution before pursuing broader national opportunities for contracts. Pilot conversations with customer sites are already underway. A pilot will seek to demonstrate both the continued reduction in outpatient appointment requirement through the combined platform, further reduction in patient wait times through an optimised GP referral process and also the ability to scale the solution at pace to multiple GP practices simultaneously.

Does anyone else see a connection here?

Spotlight: Buckinghamshire GP Provider Alliance

Buckinghamshire GP Provider Alliance brings together the GP federation, 13 primary care networks and 47 practices, making it easier for general practice to work with partners and for others to work with general practice. The LMC is represented in the monthly summits they hold with the membership to gain their views. The alliance is currently for general practice providers, but they work closely with pharmacy, optometry and dentistry, meeting monthly, and are clear there is scope for closer working in the future.

The alliance does not directly deliver services, but through the federation, they are exploring having a delivery arm in future.

The alliance has portfolio leads covering five clinical work areas and three enablers – digital, workforce and estates.

Buckinghamshire, Oxfordshire and Berkshire (BOB) ICB is made up of three places and there is some form of GP collaborative in each. Each has been developed locally with support from the ICB.

The alliance has a memorandum of understanding with the ICB and three-year funding for GP leadership, which has enabled it to focus on the future and provided space to develop. The MOU covers three main areas:

• Provide a coordinated voice for general practice on matters related to provision.

• Provide coordinated partnership on behalf of general practice with external partners and the ICB.

• Convene and communicate with general practice.

Feedback awarded pilot funding to undertake further CDC pathway development. - 19th December '23

Feedback plc (AIM: FDBK, "Feedback" or the "Company"), the clinical infrastructure specialist, announces it is conducting a series of pilot programmes of Community Diagnostic Centre ("CDC") care pathways funded by a combined award of £300,000. The Company has directly contracted with the individual NHS organisations hosting the pilot sites utilising funds locally disbursed for this purpose under NHS England's ("NHSE"), Community Diagnostic Centre Programme.

These pilots, which will initially run until 31 March 2024, will build on Feedback's pilot contract for the Sussex ICS with QVH and aim to further demonstrate the impact of a pathway approach on CDC utilisation and wider patient wait times. The pilot implementations will also facilitate GP Direct access into CDC diagnostic services.

Two pilot sites are participating in the programme - Amersham CDC in Buckinghamshire and a pan regional pilot across Buckinghamshire, Oxfordshire and Berkshire ICS (BOB ICS), looking at multiple service lines and mutual aid delivery models for sharing workforce capacity at a regional basis through the Bleepa platform.

Results looking very solid to me. Good growth across the business in all areas, +35% increase in revenues, debt being paid off, headcount increased to support further growth both in UK and abroad. Second half traditionally stronger so what more could you ask for?

o Strong UK promotional sales driven by significant increase in Brand Experience bookings.

o Continued roll out of Rock Up and Pop Up kiosks in the UK and also in Germany.

o Successfully tendered for a new 5 year contract with Network Rail until September 2029 and a new contract with Southeastern Trains for a similar period.

o Renewal of German retail agreement with ECE until 2029.

o Growth in German retail division with average number of kiosks in operation increasing to 115 during H1 2024 (H1 2023: 95).

o Resumption of promotional business in Germany with a view to expanding this in 2025 and beyond.

Good find Dibs. Do you think the collaboration could be connected to this: page 11,12

Spotlight: Buckinghamshire GP Provider Alliance

Buckinghamshire GP Provider Alliance brings together the GP federation, 13 primary care networks and 47 practices, making it easier for general practice to work with partners and for others to work with general practice. The LMC is represented in the monthly summits they hold with the membership to gain their views. The alliance is currently for general practice providers, but they work closely with pharmacy, optometry and dentistry, meeting monthly, and are clear there is scope for closer working in the future.

The alliance does not directly deliver services, but through the federation, they are exploring having a delivery arm in future.

The alliance has portfolio leads covering five clinical work areas and three enablers – digital, workforce and estates.

Buckinghamshire, Oxfordshire and Berkshire (BOB) ICB is made up of three places and there is some form of GP collaborative in each. Each has been developed locally with support from the ICB.

The alliance has a memorandum of understanding with the ICB and three-year funding for GP leadership, which has enabled it to focus on the future and provided space to develop. The MOU covers three main areas:

• Provide a coordinated voice for general practice on matters related to provision.

• Provide coordinated partnership on behalf of general practice with external partners and the ICB.

• Convene and communicate with general practice.

From LinkedIn:

"Very exciting news!

We have signed a groundbreaking collaboration agreement with a provider of primary care solutions to explore the significant opportunity around a Neighbourhood Diagnostics Solution.

More details will be revealed in due course."

Https://www.bbc.co.uk/news/articles/c1jddenj5p5o

I'm not invested in CNC yet, but was very impressed with the presentation on Investor Meet. The share price has doubled over the past 12 months, so not sure if there is room for much more gains in the short term with the current Market Cap as it is? Any views welcome.

Https://feedbackmedical.com/bleepa/nca-expands-coverage-and-pathways-pilot-with-bleepa/

They are reinvesting back in to the company, which in turn increases it's value, read the RNS.....

We achieved our target for new site openings in the period, opening three new Boom sites located in Canterbury, Southend and Dubai respectively, and a further Escape Hunt in Woking. The pipeline for further expansion is well developed and we are currently in build at three further Escape Hunt sites and one new Boom site. Our experience in Dubai will serve as a good test case to expand into other territories in future, whilst our ability to relocate the modular Escape Hunt games provides confidence in the prospect of being able to rotate content in future, cost effectively.

During the year we also bought back five Boom franchise sites, and since the period end have bought back a further three. Our longer term strategy is to build a brand which is attractive to larger scale franchisees capable of managing multiple franchise sites. In the interim we will be opportunistic about buying back sites with a view to improving performance where possible and leveraging our operating platform effectively.