Member Info for Dibs61

chique - I was wondering if that was the reason for the late surge - news of the Q&A becoming available. That could settle some nerves...

Another humungous BUY
01-Feb-23 16:18:44 249.762 262,350 655.25k O

£655.25k worth of stock.... No small investor there,....

Anyone spot it? Well above quoted ask and £255k paid

They obviously didnt listen to blue *ss and carltt!

Yes, and if you listen to the September results investor meet presentation Tom speaks of Sussex's wish to engage and evangelise around the country for their new pathway system. So it won't just be Feedbacks own sales people proposing Bleepa to other CDC's but their Exemplar customer too!

A £93m total addressable market JUST for CDC's alone. Already with other revenue streams including the huge potential of India. And a current company valuation of £15m.

Vascular, I am not expecting an RNS before next Tuesday. The announcement next week will, I believe, be very positive on all fronts. The real news will arrive in March/April (fingers crossed!)

Hi Vascular, because at that stage we were not part of the tender because we were not an ‘official’ NHS service supplier? We were only running a pilot.

Well unless some hitherto unseen competitor suddenly emerges from the shadows, which would probably amaze Feedback themselves, we must surely have a clear run at the QVH tender. And that pilot being the template for all the other CDC’s….One must assume that it is then just how long it takes for all the other CDC’s to climb aboard.

One other thing, once we gain real commercial traction embedded within the NHS how long til larger players start looking at gobbling this up?

Shaz most definitely….this imo is a strong buy up to £1.40

But worth remembering this has been well over £2 in old money in the not so distant past when the company had not made the great strides it has now.

Next week’s presentation is going to be very interesting as the main point of it is to discuss the results and ‘future prospects’ ;)

So, only 4,267,090 shares up for grabs!

Maybe, just maybe, a lack of liquidity will work in our favour for once!

This has been NT since mid morning. Just cannot get a quote. MM’s been caught napping a little here!

At 98.5p the MC is just £ 12.8 million but they had cash of £9.2m @ 30.11.2022.

Even with cash burn of say £100k pm that makes the current EV just £3.8m.

We now see that the QVH contract alone is worth at least half that valuation figure and it’s a recurring contract.

If we get that contract news this is going to get a serious rerating.

I have added this morning ;)

Watcher - your hypothesis makes no sense. You cannot on the one hand say that Ukraine will join NATO and then say Russia won’t allow it and it will be split up amongst neighbouring countries! Let u# suppose for a second that you are correct and Ukraine joins NATO - Russia does not allow it and thus attacks - WW3 ensues. There would be no breakup of Ukraine because it would have the full force of NATO power defending it! NATO is no more likely to accept the breakup of Ukraine than Russia that sees it as Russian.

Watcher - I would not call Abrams or Leopardx ‘rusty old tanks’ lol. Neither is there the slightest chance of NATO hitting Russia. Up to now NATO has been relatively slow and cautious to react. They are gauging Russias conviction and capability. Eventually both sides will have to compromise and there will be a ceasefire.

The price has ticked UP since the £3m order was printed suggesting it was an order filled and that either way those shares have been taken now.

Worth pointing out that the SP is actually UP today taking into account the true mid closing price on Friday (which was 217p) rather than the UT.

The degree to which the CEO is pushing this makes me suspicious. Trying to pump up the SP to get a placing away at 2p or over?

And note how investors are not exactly falling over themselves to buy, even with ‘Stellar’ headline…. ;)

Volume here remains small. Two million shares traded 474 million in issue.

Perspective.

Vast majority are holding irrespective of price movement. Specifically Institutions.

Panicky Retail selling has moved the price.

Looking at the 2 year+ chart interesting as 12p was long term support, and now stubborn resistance level.

So, if this can conclusively break 12p - but it is a big obstacle.

I think the SW tender closes the day before the Investor Meet. So prob too early to get news on the tender result but given the contract commences 23Marcb we will know well before that date if we have been successful. Assuming we were in the bidding? Which begs the question is it price sensitive information for the company to disclose if they are indeed a bidder in this tender?