RE: RNS - Elective Recovery Fund Funding Mechanism16 Oct 2024 21:44
Dibs, I like you and I'm sure others have re read that rns several times. Like you I'm also trying not to look through rose tinted specs but there's no denying the potential is massive.
I've been here on and off since the Texrad and Trevor B era (thank gawd we don't have to endure the iqai/brh ongoing shenanigans!) way before bleepa and Tom. I've thrown in the towel more than once but always kept an eye on what's happening. There are several things that have attracted me back & todays' news wasn't one of them.
Firstly was the ongoing change within the NHS with the (like it or not Labour government). Bleepa has proved it's self time and again in various settings from covid to the front line in some settings.
Then there are the various collaborations we've entered into over the past 24 months, many of which could add further revenue (talking AI when the time is ready) Tom has said that bleepa works with add ons so think back to qure.ai agreement.
Also, more recently with Virtex. I did some research prior finding out about the Guys tender but didn't know what to make of it so didn't bother posting incase it came across as negative. But, when you look at the timing of our rns and then what has subsequently happened to MedDream (it was sold) then it makes you wonder what the wider potential or even takeover potential might be. I'd say as of today, we're a cheap target.
Food for thought.