Member Info for Dibs61

Davey - I take your points respectfully but would point out this is NOT a Bio/Pharma stock. It’s a diagnostics stock and they produce medical devices (which are in essence an App)

AGL is also a diagnostics stock that produces a medical device.

Davey - ‘value’ does not come into it here it’s all about potential for huge growth. And I know which stock I’d prefer to own between this and AGL. I know ALL about that company and its lifestyle leader.

On the basis of today’s news I have added another 200k shares to my holding @ 1.38 which, to me, seems a snip. MC just £9m.

Indian population is 1,441,719,852.

Feedback can offer a TB screening per person for £2 cost.

OK the entire population won’t be screened but even a proportion of 1.4 billion people.

You get the drift ….

Oh I’ve thought it through alright. Many times.

Hmmmm coffee you wouldn’t have been talking so negatively a few weeks ago. I guess you e sold out and feeling a bit salty about your sale timing. I think it will be impossible to buy tomorrow morning.

Look NO WAY can you possibly interpret this as negative, seriously lol. Ridiculous.

Do you think Feedback are going to be doing this on their own? No! It has serious government backing.

With this kind of national endorsement of their technology imagine how much OTHER business (quite apart from TB) they will now win.

As for your comment about 2025 wtfc how long it takes. It’s not ME talking this is Narendra Modi talking, you know, the guy who runs India. And they are prepared to put the wonga in to do it they are not broke like our government.

Coffee

‘Are these 7uckers leading us by the nose into another massive placing?’

Tom has already gone on record to say that they are ready to scale if and when necessary in India. Just refer to the recent webcast on investormeet. They will partner with large consultancies (and I believe they have already had the discussions) to provide the resources and support necessary on the ground.

Truly this is absolutely groundbreaking transformative news. How can it be interpreted any other way? This is being supported by the Central TB Division in India which is part of the Indian government. All that said I am not surprised because I was posting all the relevant information on this board a month ago after the Healthwriters conference!

What’s the relevance coffee are you suggesting it could be used in combination with Bleepa?

Given the substantial amount of dilution coming the market valuation will need to adjust accordingly against recent trends. That means this is going lower to between 6 and 7p imv. The only thing which can prevent this is some positive news developments. Don’t hold your breath.

Today’s sudden SP Rise came as a big surprise to me. There were zero trades all morning. Price unchanged. Then, literally out of the blue, the book flipped and the price rose almost 30% in an hour! It plainly was not a P&D. You can’t P&D this stock anyway.

So, the question is why? There was no apparent reason. I know that on these occasions we often speculate that there has been a ‘leak’ but tbh I can’t really see another explanation for it? The rise was too fast, too sharp. And the MM’s were quickly on the defensive so I think tomorrow is going to be very interesting. Will there be an announcement? In which case there was a leak. If not will there be any follow through interest.

We were promised by management three weeks ago that they were VERY confident of news in the short/near term from India. It’s not hard to imagine there could be a leak from the Indian side.

Why bother participating in this failed offer when you’ll be able to pick up stock sub 9p tomorrow morning?

You were saying jolly?

Don’t be fooled, those two recent trades @ 6.22 marked as sells are both BUYS.

Ex ITM CEO Graham Cooley has increased his stake from 3.1% to 4.14%

Looks like it’s slipped through unnoticed this time. Last week the SP rose on the initial news.

07-Mar-24 13:36:46 6.29 12,361 777.51 O

Looks like a sell but Is my buy.

New CEO will make an AGM statement later this month on the 25th. Hopefully it will be more positive. I’m sure he will want to make his mark. He has a background of business turnarounds and transformation.

Oh btw forgot to mention a Director of Grant Thornton Bharat LLP was involved too ;)

He has Management Consultancy and business transformation experience .

Hmmmm. Now, given all the talk of possible short term incoming Indian business what should happen?

We find that Tom Oakley is in India. Rohit Singh posted this on LinkedIn in the past hour (hot off the press)

“Yesterday, Dr Thomas Oakley and I had the distinct pleasure of meeting with the respected Mr. Naveen Kumar, IAS, Revenue Secretary and Relief Commissioner of the Government of Uttar Pradesh. His strategic vision for strengthening disaster management infrastructure resonated deeply with us. His dedication to this cause is truly inspiring, and under his dynamic leadership, we are confident that Uttar Pradesh is poised for a more resilient future. We also, extend our appreciation to Vibhav Shukla for his work towards supporting Mr. Kumar's vision.

#ReliefAndDisasterManagement #PublicHealth #Secure #Clinical #Communication #Medical #Imaging Feedback Medical Ltd Bleepa”

Now why would Tom and Rohit going to talk to a top official of one of the Indian states.

Too much smoke around recently to be no ensuing fire imo. Tom is out there for a very good reason.

Seav1ew - yes, that puts some overall perspective on the recent price increase. Personally I added near the atl with average of 65.

I think the market reaction tomorrow will be very interesting. Having had an opportunity to fully digest the budget news and the implications of the new NHS Plan what will the market response be?

Quote Jeremy Hunt re NHS productivity Plan:

“Making changes on the scale we need is not cheap. The investment needed to modernise NHS IT systems so they are as good as the best in the world costs £3.4bn.

“But it helps unlock £35bn of savings, 10 times that amount. So in today’s Budget for long-term growth, I have decided to fund the NHS productivity plan in full.”

I imagine hats are being thrown in the air this afternoon @ Feedback Towers. This sounds incredibly positive.

“We will fund improvements to help doctors read MRI and CT scans more accurately and quickly, speeding up results for 130,000 patients every year and saving thousands of lives”

Read that carefully. Does that not sound remarkably like a more efficient clinical communications system? ;). You know, the one that has provided independent evidence that it could be saving the NHS millions?

Elartu yes I also noticed this whilst researching. I guess my first question is where did they get the number 40 from? Surely it wasn’t a random number plucked out of the air. Did they make it up? I think the answer is I doubt it. Was it a genuine mistake? Possibly. If it was a mistake, it’s rather a glaring one because as we know that number carries a huge amount of financial significance for feedback. Roughly, £25 million ARR worth of significance!

I guess all will become clear in due course.

I’m still substantially down, average of circa 9.7p. I thought that was cheap when I bought!

I prefer to use EV to MC as a valuation metric and on that basis it’s currently £4m which, imho, is a snip. Nothing wrong with the company or product. It’s management lethargy that’s been the issue. I think that is finally being addressed now with a more proactive commercial focus.

We’ll see. If all else fails this is a hands on TO target for a bigger coatings company.