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I B that is also my take. One more chance. But it seems clear from right at the end of the wa he does really believe that the latest moves on cdcs will result in contracts in the near term and before Xmas and he was really trying to not overhype by saying it was very positive ,taking a second or two to choose his words carefully. I am holding for another six months then taking stock.
But I do wish he could have done an update explain the causes for the delays and also the latest strategy changes months ago to keep us informed eg via proactive .
It was a good presentation and I think or at least hope we are at a pivotal point now
Hi vascular. Agree with everything you say. The investor meet does record the meeting. I am away in exmouth so will watch later. I tried to
Lodge a few pre event questions but it doesn’t seem to allow it currently.
Cash burn and runway ?
Have feedback actually contacted Lanarkshire ? Or just sitting back and hoping
Does he still expect feedback to be a big company in two years as he said last year ?
Why the silence on the setbacks. It looks untrustworthy
Let’s hope he can pull a rabbit out of the hat this pm but there are too many loose ends as you point out
And potential opportunities must be his most used phrase in the last two years. Groundhog Day
I am hopeful we are just seeing a delay of what we expected at March. Will he confirm that ?
It’s all so disappointing
FAST GROWING COMPANY - SEE LINK
https://blog.vidalung.ai/vida-inc500
Oops wetdream-thanks I have so many crappy shares all deafeningly silent I am losing track. Cheers
Wot no proactive video or investor meet ?That's depressing =it can help to get further background and see the whites of their eyes eg seeing machines latest 6 minute video which frankly totally outshone the bare numbers in the results
Actually Phillips was the best video tape. Could tape both sides !
Yours an old git!😀
Mb 10 -the company has let you down -a week is up and still no accounts .Disgraceful behaviour ,happening too many times
O f It’s a 6 min 43 sec video. Take a toilet break !😀
I took him to mean the next three months. If not next quarter end is 31 December so it’s within either 3 or 4 months I am not too bothered either way ! It’s coming…….
Watched it again-it really is quite momentous- the pause in rfqs is a reflection of both the combination of oms now with dms ,and also the dislocation in the technical marketplace caused by the Magna solution (GOOD FOR US) . But the OEMs have now "reset" and he expects a strong run of OEM awards with the next quarter. The wait is nearly over and we are going to win lots of RFQs is my translation of this , very soon .
Very strong but brief video-he answered re cash and the oem delays on rfqs ,and then hit us with the magna point- many oems are rethinking their strategy after the magna mirror proposition has caused dislocation in their thinking-and this is good for us -he expects a raft of rfq awards in the coming quarter......
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Thanks i must have filtered the linker!
Can !
Sorry am someone post a link to the good find please
The worry is that all those lovely up front payments haven’t happened as expected as they were ramping up resources for them What has happened to the runway. Very disappointed Tom has hidden away once the going got tough
Its not a sale-the co issued new shares which lowered the percentage holding
Https://ico.org.uk/about-the-ico/media-centre/news-and-blogs/2022/06/open-letter-from-uk-information-commissioner-john-edwards-to-public-authorities/
All this screams for a national mandate for the only existing compliant and efficient medical device
GREAT FIND -THE GLOVES ARE OFF FOR TOM.
TOM SHOULD GET ON THE PHONE TO LANARKSHIRE TOUTE DE SUITE
https://ico.org.uk/about-the-ico/media-centre/news-and-blogs/2023/07/ico-reprimands-nhs-lanarkshire-for-sharing-patient-data-via-whatsapp/
What joke article.
Thanks again NDR -and that in a nutshell shows what is wrong with the establishment -it is too slow.If that was a proper commercial concern the report would have been issued within a week or two . There is poor Tom trying to get some urgency into procurement so they can benefit with the winter NHS demand ,and really being quite aggressive for him in describing the recent local procurement fiascos ,and this report isn't out till September.
And when he was pushing a centrally managed procurement one of the people asked him if anyone was listening to him centrally - how come she didnt know -too many people, too many silos, too many trusts-it is just too unwieldy .
As far as I know they said there were 108 cdcs up and running ,with another 140 to come on board? It is incomprehensible BLEEPA does not seem to be being taken up -is it not needed?! And again at QVH it seems to being rolled out at a snails pace- how can we roll out at scale?Steve Barclay needs to bash heads together- any normal megalith company will have central procurement so all companies within the group have the same eg telephones -you get economies of scale and purchasing leverage -how can that not be the case with the biggest employer in the UK? It is beyond belief we have all these trusts with their own ceos ,management reports infrastructure- it is no wonder they keep pouring money in with little tangible results .
Tom frustrates me now- he has gone public with a reason for no deals being done-why cant he talk around it now in a proactive video, and deal with other concerns like the impact of the delays on his "runway". He was always out front before ,now he seems to be hiding. Poor show
Thanks again ndr -you seems to have the stamina many of the rest of us havent! Worn out by the lack of news in my case- so frustrating ,and as I predicted the share price continues to slide.