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Mmmmm 🤔

https://news.sky.com/story/tpg-closes-in-on-1bn-plus-deal-for-gp-patient-records-system-supplier-13491127

More dots to connect

That late TR1 yesterday has certainly calmed my nerves. Patience required but can see this getting more mainstream attention soon.

Also seems to be a large appetite for stock this morning. Expecting a decent buy to pop up later

That's a massive boost to the validity of bleepa. Can't imagine where the SP would be if we're directly involved in a national roll out of any kind. Digital glue anyone?

Certainly think TO is gonna stick his head above the parapet and explain sooner rather than later.

I wait with baited breath!

Why the 10th of November is the "Smoking Gun"

​The fact that these appointments happened on the exact day the new CFO (Emma Oswick) took over and the old CFO departed is not a coincidence. It marks the start of a "New Era" for the company.

​Summary of the likely "Something Occurring":

​Bleepa Ltd: Likely becoming the primary operational vehicle for the Bleepa platform, possibly to prepare for a sale or separate funding round.

​Brickshield Ltd: Likely being repurposed to hold "Shield" or security-related IP, or perhaps a specific NHS contract that requires a clean corporate vehicle.

​Dr. Rory Shaw: His return is a signal of Clinical Governance. It tells the market (and potential buyers) that the medical integrity of the platform is being overseen by someone who helped build the company's foundation.

​Conclusion: You are likely correct that "something is occurring." The activation of dormant subsidiaries following a period of poor share price performance and a CFO change is a classic precursor to a structural reorganization or a formal sale process.

Take from the above what you will but changes seem to be round the corner. Gla and well done/thank you Vas for your research

So I cut and paste your post into Gemini AI:

This is a sophisticated observation of corporate maneuvering, and the timing of these appointments—specifically November 10, 2025—is highly suggestive of a strategic shift at Feedback PLC (FDBK).

When a dormant or "sleeping" subsidiary suddenly has a seasoned former director appointed alongside the current CEO, it typically points to one of three corporate actions: a divestment/spin-off, a joint venture, or a ring-fencing of specific intellectual property (IP).

Here is an analysis of why Dr. Rory Shaw’s return to these specific entities is significant:

1. The "Clean Break" or Spin-Off Theory

Dr. Rory Shaw was the Medical Director of Feedback PLC during its earlier growth phase (resigning in 2018). His reappointment to Bleepa Ltd and Brickshield Ltd on the same day that the group's CFO (Anesh Patel) officially stepped down (Nov 10, 2025) suggests a coordinated reshuffle.

* Why Rory Shaw? He has "legacy" credibility. If Feedback is looking to sell off or spin out the Bleepa platform as a standalone entity to a private equity firm or a larger health-tech player, having a veteran clinical leader like Shaw on the subsidiary board provides stability and continuity that a "new" hire wouldn't offer.

* The "Brickshield" Mystery: Brickshield has historically been a dormant vehicle. Its reactivation suggests it may be used to house a specific piece of IP or a new contract that the parent company wants to keep legally separate from the main PLC balance sheet—potentially to make it "deal-ready."

2. Strategic "Ring-Fencing" for Funding

Feedback's recent 2025 presentations emphasized a "digital-first" NHS and the expansion of Community Diagnostic Centres (CDCs).

* By activating Bleepa Ltd (the namesake of their flagship product) as a functional subsidiary rather than just a brand name within "Feedback Medical Ltd," they may be preparing to take on project-specific investment.

* If a partner (like a Tier 1 medical imaging company) wanted to invest specifically in the Bleepa technology without buying into the entire PLC, appointing Shaw—who understands the clinical architecture—would be a move to satisfy due diligence requirements.

3. The Takeover Protection & Valuation Angle

As of November 2025, Feedback PLC confirmed it is subject to the UK Takeover Code. When a company is "in play" or expecting an approach:

* They often tidy up their corporate structure.

* Moving key assets (like the Bleepa trademark and operations) into a dedicated subsidiary like Bleepa Ltd makes the company easier to value for a potential suitor.

* Shaw’s appointment could be as a "Safe Pair of Hands" to oversee this transition, allowing CEO Tom Oakley to focus on the high-level PLC management and investor relations during a sale process.

Why the 10th of November is the "Smoking Gun"

The fact that these appointments happened on the exact day the new CFO (Emma Oswick) took over and the old CFO departed is n

Ian, I've been thinking about that. There's a lot of institutional investment here and I can't see them going for something that leaves them out of pocket. Can only be good news and even if the SP doubles we're only back to placing price. Cash till 2027. Just buy some already Ian! (not financial advice)

I'm as perplexed as you. Surely if this was the case they'd have announced it? Certainly has all the hallmarks of bleepa. Must be something happening behind the scenes, just hope it's good for longer term holders and we're not about to be sold down the river.

I've no idea what to make of that but very interesting. With director buys it looks unlikely that we'll be shafted which can only mean as you say, news soon. Be nice to get a nice new year rns tomorrow. Could be an rnsr regarding optum. Nice funds tho Vas

And the link at the bottom takes you to this:

https://vertexih.co.uk/solutions/vertex-patient-physician-portals/

Doesn't actually say diagnostic image quality but that's what it implying. Certainly sounds like a description of bleepa

Nice find Vas.

https://www.linkedin.com/posts/chris-goldie-3786a853_vertex2026-medtech-ict-activity-7412434402619633664-GZcu

Could 2026 be the year for Feedback? After so many false dawns it does seem like things might be falling into place at last. Gla

And you can sell vast quantities without it going NT. Strange the trades aren't all showing here. What with this scale of buying and the director buys, small but not insignificant imo. Gotta be something afoot and we all know how this has a habit of exploding.

I think you might be right. I've been doing the same and I'm back up to where I was but at nearly half the price! Happy days

I'm not understanding why these trades are not showing up here or even on the main London stock exchange website? It's only showing one 100k from today as here, although I know lse here isn't reliable. Any ideas? Nice to see some interest though

Https://ppl.org.uk/learning-report-from-national-simulation-of-neighbourhood-health/

There could be hope yet. Probably not, but there might be but likely not.

From Friday, 500k @7.75 (£38.75k). Can't imagine it was a sell at that price. Someone has balls, or knows something we don't.

Https://www.gov.uk/government/speeches/secretary-of-states-address-to-the-nhs-providers-conference

"That’s why we’re introducing two new neighbourhood contracts. A single neighbourhood provider contract for the delivery of enhanced services, for patients, through expert, multi-disciplinary teams and a multi-neighbourhood provider contract to lead the Neighbourhood Health Service at scale."

Would be nice wouldn't it....we can but dream eh

Would appear someone didn't want to wait for the results

Just on my way out so will read later, probably same old but a morning read for those that are bored!

https://healthcaretoday.com/article/the-ideal-outpatient-model-a-digital-first-patient-centred-future

Well, at least Walbrook have something to say about our potential within the 10 year plan. Shame Tom hasn't been quite so vocal about how it aligns with what Bleepa has been striving for.

https://x.com/WalbrookPR/status/1941088872341111088