Member Info for Mikey279

1. CEO - if this targeted funding is as positive as he suggests why hasn't TO been out shouting from the rooftops? No interviews today and none scheduled with the likes of IMC.

I tend to find those that need to do interviews are the ones struggling, personally try to avoid them tbh

They’ve said it’s the infliction point so let’s see what happens

Also intrigued about the £2bn guy and st Thomas award hopefully hear something soon

My bet is that these contracts will be announced in short and quick succession over the coming weeks now that its in place:

" with immediate effect be able to utilise this funding, by local agreement, to reimburse expenditure on the Bleepa technology."

IMMEDIATE EFFECT

SAAS companies on ARR typically take 5-20x ARR valuations, then you consider factors such as stability of contracts, length etc

It doesn't get safer than the NHS, big problem, many years until resolution, slow to change in slow to change out

No one would bat an eye if the SP was £3 right now

All IMO

More of a growth story than a day trade this one, can already see it :

funding mechanism unlocked

1st ICB

2nd-10 ICB

11-40 ICB

£2m+ revenue a piece

India.

life-changing company at these levels

All IMO

"Step change in commercial prospects"

All you need to read really

Cash was 4.3m as at april, so cash until some point next year

Recurring revenue too and public sector will be an interesting few weeks IMO

Patience.

"with immediate effect be able to utilise this funding, by local agreement, to reimburse expenditure on the Bleepa technology."

· Step change in commercial prospects

· Potential for funding within unlimited number of patients or pathways

· Existing relationships with ICBs and interest already expressed

· Focus with implementation partner on converting near-term customer contracts

Calling it, £10-£20 SP at some point in the next few years

All IMO

They have plenty of cash as per last TU,

why no one from the NHS taking FDBK seriously? - it's in the RNS, difficult to get NHS to spend on tech however with new reimbursement system in place it'll fall under services which means game on

move on

All IMO

Wouldnt worry, trend will be up over the next few weeks, we literally have the keys to unlocking all the value now

Reached £1.40 on not much earlier in the year, its a 400-500% worthy rns IMO, even before any contracts (which will come soon im sure)

All IMO

"ERF is the funding stream that the Company has been looking for in order to deliver our growth potential. It is a funding mechanism that scales as we do. The more we deliver the more the health system benefits and our revenue increases. Unlocking this reimbursement would not have been possible without the substantive evidence that the Company has generated over the last three years in the CDC space. We have been able to demonstrate 3x the number of pathway diversions compared to standard advice and guidance through our DEAG approach and this led the national teams to include the DEAG approach in the ERF reimbursement mechanism. This process has taken many months but we are now ready to go and have a number of ICBs already warmed up.

They're ready

Revenue potential isnt just 84m, see india and private markets too

It's enourmous

As of 2024, there are 42 Integrated Care Boards (ICBs) in England. They were established as part of the NHS reforms that came into effect in 2022, replacing Clinical Commissioning Groups (CCGs).

but wait until you see the size of the India opp

Can easily become a unicorn here

All IMO

Yep NHS sign up then ROW will follow

don't want the herd here until a few £s but i'm so excited

And just wait until India is ready...... insane opportunity now

infliction point

No disrespect, but for highly scalable saas with immediate sign up in NHS, I’d definitely be going at least 8x arr

Yet to come but you can see how a single contract can add over £1 to SP,

All IMO

I've literally followed the Bleepa journey for over 5 years and its finally at infliction point, so excited for this

The market aint seen anything yet, just wait....

All IMO

At least £2m Per ICB and around 42 in England , don't worry reducing waitlist is top priority, it'll renew

Dont forget its recurring so a nice P/E on that, NHS are infectious, one sign they all eventually do

Should head to a few £s

All IMO