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i thought i would report back on the response to me email to the company about Pando
none
so i decided to ring them
pressed 4 for Media Relations, got an uplifting tune for about five minutes, so rang again and pressed 1 for Sales
a guy answered and he was polite and engaging but, to be honest, he did not seem to know about Pando, he made a point of saying that Bleepa was being provided free to the NHS during the crisis, but i had to tell him that Pando was doing the same
then he said the difference was that Pando didn't do images, but i had to tell him they did
then he said the difference was that the quality of Bleepa's images was much superior in that they were derived directly from the host data base..but, of course, he did not know anything about the quality of Pando's images
my technical knowledge is not good enough to take this further...perhaps someone can comment on the relative merits of Panda and Bleepa imaging?
all in all, not a hugely reassuring conversation.... but i am not selling (yet), there has got to be more to Bleepa than meets the eye-mage!
Well, it is explict on its site i'm afraid...it does not use Whatsapp...it has been designed and built to deliver clinical grade encrypted messaging...it also claims 45,000 NHS users, and lists about a dozen trusts it is working with...it is also free to NHS users....so, gulp, gulp, gulp!
On the other hand i can't believe that Feedback are unaware of it or that they will not claim that Bleepa is immeseaurably better. Perhaps someone should ask Tom to comment?
I have tons of Feedback shares so it pains me to report the following......
Has anyone heard of Pando? It seems to be a medical messaging service (including images), approved by the NHS and already operating widely in the service....the Head of Growth, Pando was on Sky News just now, in an item on remote working and mobile operations in the NHS. It seems to have bennoperating for some time and the Head of Growth said that its usage has exploded since the epidemic got underway. See link below. Should we be worried? Is Bleepa better, and if so why?
https://www.nhs.uk/apps-library/pando/
the wild swings occur because i understand that on AIM there are only three marketmakers in this stock
Test, test, test is the mantra but surely a test will only determine whether you are infected at the time of the test...? You could in theory catch the virus five minutes after taking the test. Does that mean that we will have to take a test on multiple occasions? Over what time period, a year? And with what frequency, every month?
As a NYCT shareolder i am, of course, in favour of as many tests as possible..as long as no one actually gets the virus that is..
been very weak since the excitement of the announcement....concerns about a fund raise perhaps? (or no one believes the story, which is a little hard perhaps....after all they do actually have a product that appears to meet a real need)
.....as having been bought during the year. The guy complains that he got in too late (at 177p) and is now showing a loss BUT he is holding on in the hope that this will become a great British company. Might give the price a mini-boost tomorrow.
i (and others i believe) had the same problem....i spoke with Admin and here is the reply.... "Thank you for the email. The user who posted that made a mistake, they don't have access to your email address. If I was to click on the same link it would take me to my own gmail account. Nothing to worry about, I've removed the post the user made as it doesn't go anywhere. I think he's posted a mail.google.com link rather than google.com. Kind Regards Craig" So, no need to worry......except that the user, believe it or not after having his original post removed then re-posted it with the same link!! i told Craig about this who then contacted the poster who has now been put straight. so, still no need to worry...hope this reassures you
....from stockpedia (plus negative reiteration by Numis). There may be some mileage in this stock eventually but it's likely to involve a substantial fundraising or a debt for equity swap.. Either way, small shareholders will probably lose out. Also, it will take a long time, and there are lots of opportunities elsewhere. (Mind you, the directors bought at 14.75p, so you never know...) From Paul Scott, stockpedia Having had a quick look at these results, my previous view that the company has too much debt to survive as things stand, looks very much correct. Results for 2013 are out today, and whilst the operating profit of £54.9m is impressive, most of that is swallowed up in finance costs, leaving just £13.9m in profit before tax (before huge exceptionals). Net debt only dropped £17.3m in the year, to remain at an insurmountable £302m. The only solution here would be for a substantial equity fundraising, to pay debt down to levels where normal financing charges can be negotiated. Otherwise the bank will just continue to swallow up the cashflow in interest charges. Remember that it's a declining business too, in newspapers, and the floundering attempts of newspaper groups to develop digital divisions can I think be pretty much fully discounted - it's not old companies that triumph in new technology areas, it's start-ups that grow rapidly & slay yesterday's giants in the long run. That Balance Sheet is horrific, with net tangible assets negative to the tune of around £450m! Hence I wouldn't touch the equity with a bargepole, as in my view, it is worth zero, for the above reasons. The company might survive if they can raise fresh equity, but why would anyone pour fresh money in, to bail out the Banks? I'd be more inclined to insist on the Banks doing a debt for equity swap before asking investors to inject any more money. Why would anyone want to put in money into a declining print business anyway? We are in a bull market though, and I'm told that management here are very persuasive, so who knows, they might pull something out of the hat. However, as things stand the equity clearly has zero fundamental value, unless something radical changes, so the shares are just a Call Option on there being some value in the equity after a restructuring, in my opinion. That does not justify anything close to the existing market cap of about £165m at 23p per share, that is lunacy in my view. You do wonder sometimes if investors even look at the Balance Sheet of companies? There might be some upside on freehold property values here, in which case the company needs to revalue them & get them on the Balance Sheet. - See more at: http://www.stockopedia.com/content/small-cap-value-report-28-mar-2014-kmk-jpr-rnwh-82301/#sthash.8zm88Vtk.YNg4ll7h.dpuf
they say that in a rush for gold the way to make money is to make the shovels and the pit props rather than than dig for the stuff...this article bemoans the costs that subscribers will have to bear to have use of the new architecture in order to make money from their own businesses http://www.bbc.co.uk/news/26014829