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All the previous information you’ve posted points to exactly what Bleepa is doing. It almost sounds like Oakley wrote those articles himself 😄

At this point, I think it’s evident that there won’t be any middle ground for Feedback. Either the product is selected for a regional or national rollout, or it becomes largely irrelevant.

If the NHS manages to deliver on the ambitions described in those articles without using Bleepa, it would mean they have either built a comparable solution themselves or found some previously unknown provider capable of delivering the same functionality. That would be quite surprising, considering Bleepa is already a tested and deployed solution within the NHS rather than a theoretical concept still waiting to be proven.

Great find, Vas, as always.

It’s been an extremely frustrating couple of years for shareholders. The last RNS certainly didn’t help, so the slow bleed in the share price since then is completely understandable.

What’s almost unbelievable, though, is how many dots have been connected for this company over the years, yet there always seems to be one missing piece usually due to external factors that prevents the magic from happening.

I’ve been a fairly successful investor for quite some time, and I’ve never had a problem cutting a losing position and moving on when the investment case changes.

However, this stock is by far my longest-held position, and despite all the frustration, I’ve continued averaging down. Whether it’s Warren Buffett-level analysis 😄, gut feeling, wishful thinking, or pure blindness, I honestly don’t know.

But I still believe that one day this company could become something big.

Actually this Wednesday looks like a huge policy milestone IF (and I emphasise IF) the feedback is somewhere near with SPR. Let’s wait and see — would be nice to hear some positive movement even before that sad 6–9 month period mentioned in the last RNS.

https://www.theguardian.com/society/2026/may/10/gps-and-hospitals-in-england-to-be-required-to-share-data-to-create-single-patient-records

Would be great to hear some thoughts from UK-based investors regarding the possible direction of the government and its reforms.

After these local elections, what do you think the government’s direction will be? Do you expect Labour to continue pushing its NHS reforms more aggressively in order to demonstrate before the next general election that the reforms are actually delivering results? Or could there be some reversal or slowdown given the political pressure after the election losses?

Maybe someone really did mortgage their house betting Feedback would finally deliver 😄

At this point though, the ones still here probably aren’t betting the house anymore.

A ~30% drop on what looks like only ~5% of equity changing hands says more about sentiment than fundamentals. Structurally, not much has actually changed.

That said, it does feel like déjà vu from last April with once again, “non-Feedback-related circumstances” pushing timelines out (at some some point, Okley needs to take a hard look at how expectations are set and communicated🫣).

The next 6–9 months look like a low-expectations zone and that’s not necessarily a bad thing. When expectations are on the floor, it doesn’t take much to shift sentiment. The financial runway appears covered into mid-next year. The latest RNS also hints at possible additional funding from QVH this year, even a short extension of liquidity runway could help steady investor nerves.

Yes, cash is tight. But on the product side, things are clearly stronger: the product is there, pathways are expanding, integrations with other systems is progressing and awareness at policymaker level is improving.

So fundamentally, the setup looks better, even if liquidity remains the constraint.

Plenty of great companies have come close to running out of cash just before a turning point. Maybe it’s a bit of wishful thinking, but it still feels like we’re not far from one. And those moments of fear are often when wealth is created.

I agree that there’s always another stock out there.

Personally, I’d rather stick with something I’ve followed closely for some time. The alternative is jumping into another penny stock making similar promises to Feedback, or trying to move money into large caps that already seem priced to perfection in a market that feels quite fragile.

For now, I think I’ll give Feedback and its so far poorly performing management team a bit more time. At least it’s valued far from perfection, and as I mentioned before, the product and its underlying need haven’t changed.

Ultimately, only time will tell.

As painful as it is to once again see frustrating news about delays, timelines being pushed further down the road, and the share price losing a quarter of its value in the blink of an eye, moments like this make it incredibly difficult and absolutely crucial for me to remind myself why I still hold the stock.

As a healthcare professional with more than a decade of experience, not in the UK, but across several European countries, I genuinely believe that Bleepa would be a game changer in any modern healthcare system.

For those outside healthcare, terms used by Oakley such as “digital glue,” “cost-efficiency,” or “asynchronous healthcare” may sound like buzzwords. But in reality, these are exactly the elements that dysfunctional, outdated healthcare systems around the world desperately need.

So for me, the core investment case hasn’t changed. This is still a unique product that any healthcare system would benefit from immensely. Even if, at some point in the medium term, the company needs to raise additional capital, I don’t see that as catastrophic. It could still turn into an impressive multi-bagger.

I’ve already waited a long time for this to play out - I have no problem waiting a bit longer.

Great find, Vas. Feels like we’re getting to the point where people should start promising to eat their shoes if feedback doesn’t land a meaningful contract soon😄 Still, given recent history, best to stay cautious until it’s actually done.

Today looks more like day traders leaving because they couldn’t make a quick buck on the momentum we had the last few days.

I agree the Better Care Fund issue is more tied to the broader neighbourhood health planning storyline Oakley outlined in the presentation - it’s an opportunity, but likely further down the road.

Also, the “Better Care Fund framework 2026–2027” that the HSJ article referenced was published last week - the same day as the Feedback presentation, so I’d assume Tom is already aware of it (assuming he’s a good CEO of course).

I totally agree — I had the same thought watching yesterday. Oakley looked noticeably more relaxed compared to the last couple of presentations. It may not sound very rational, but that was actually my most bullish takeaway from the whole thing.

This is a big step forward in making Bleepa more attractive to a wider range of customers. When new software is not integrated into existing systems, it risks becoming just another layer of bureaucracy for already overburdened healthcare workers.

I’m not sure whether this was done in preparation for potential deals, but even if that’s not the case, the integration itself is an important achievement that makes the product more appealing to new customers.

Next week’s investor meeting might finally bring some news.

And just for info, the last couple of trades that were displayed as sells were actually buys.

Sounds really promising. Feels like a “now or never”moment is approaching.

From Linkedin:

“Feedback Medical CEO Dr Thomas Oakley gave evidence today at the All-party Parliamentary Health Group session in parliament on the role of digital tools in enhancing access to primary care services.”

There’s been a lot of bragging lately about CEO’s “added value” to the company. At least he’s trying, I’m just not sure how successful he really is at increasing interest in Bleepa. But let’s admit it: this is about as close as a small private company CEO can realistically get to policy-makers.

If Bleepa turns out not to be the game-changer some expect, then the last remaining lever would be to hire a major lobbying firm which is obviously far beyond the reach of a company this size. So, for better or worse, this is pretty much the maximum level of influence Feedback can realistically afford.

At least Wes and Tom are talking. I know it’s nothing major, but still — it shows some determination on both sides.

https://www.linkedin.com/feed/update/urn:li:activity:7394396806291329028

Let’s be honest—investing in a company like this isn’t the same as putting money into Berkshire Hathaway. We’re here because, at some level, we’re gamblers. We’re looking for opportunities that others either don’t see or are too afraid to touch. The risk is real, but so is the potential upside.

For an example currently , I also hold a position in a company from completely different sector—great technology that’s been around for couple of decades, but only now it’s finally catching momentum. And when the right moment comes, it can double week after week. I’m hoping the same happens with Feedback. If not, it’s not the end of the world—I’ll use the losses here to offset my capital gains elsewhere.

At the end of the day, no risk, no champagne.

I will also be holding my quite significant position, even though the past couple of years have been frustrating. One of the reasons I’m not selling is that I finally saw a truly honest presentation, without all the useless, unbacked hopium. It’s also encouraging to see that they now recognize the need to become leaner financially and to focus on a narrower addressable market.

The waiting has been painful and frustrating, but as we all know, success requires more than just a great product—it also comes down to timing and positioning. Hopefully, those last two pieces will fall into place soon.

I’m coming back to my post from exactly one month ago, on August 1st. Since then, we’ve had complete radio silence.

I’ve been a strong supporter (and bull) of this company for many years, but the lack of any tangible news or visible progress is becoming increasingly worrying — especially as the cash pile is depleting rapidly, and I fear at an even faster rate than before.

I imagine the recent two-day neighbourhood simulation must have cost a significant amount of money, as well as Tom’s trips to Canada — not to mention the India branch, which so far feels more like a lifestyle subsidiary and has yet to deliver any real results.

Does anyone have any idea how much longer we can stay afloat with the same old narrative of “we believe there are numerous near-term catalysts” — but with zero contracts actually delivered?

Great find!

I must say, it’s really nice to see this $700M figure under the name of Feedback.

The pie is served — now we just have to see whether they can get a piece of it, and how big thet piece will be.

Like the post the other day on LinkedIn – a lot of frustration about the current policy. It doesn’t look as bright as we thought earlier. And of course, it doesn’t sound promising for the near term (and unfortunately, there aren’t enough resources to think about the mid- or long-term either).

I hope I’m wrong – and maybe Tom’s just frustrated because he didn’t want just €8 million in annual revenue, but the full €20 million, so that his Director of External Affairs could take full advantage of the recent announcement.

This is it. This month—and maybe next—will be the real moment of truth. If Feedback can’t land contracts now, it’s hard to believe they ever will, or that their product is truly competitive and needed. And if there’s no tangible progress, there’s no doubt Tom must resign—no investor will tolerate any more of his “extremely excited bla bla bla” BS.