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Well done ndr will have a listen .
Nova can see that the company is perilously close to going bust and have seized the opportunity to make this bid -agree it seems very low ,and maybe a counterbid will surface. Lets wait and see. But half a loaf is better than none .
I see lynn rees will keep his job- I am sure that had no influence on his recommendation.
What a failure of management
Https://mcusercontent.com/ee2fb759d033ff87132180f83/files/4d9c1809-58d2-9571-0b50-6a2669593fa2/IB_Newsletter_June_2023.pdf
would welcome Toms reaction to how serious a competitor nimble could be ! silence is not golden Tom
Ah i see thanks G . I wonder if they will do a proactive to clarify for plebs like me !
It seems to me to buy the poor kids a few weeks? Not a cure? Anyone understand it better than me? - only had a quick glance I must confess
Thanks as usual mb10
cant believe d c keeps making the same mistakes - the last video he said the rns turned out to not be clear ....hasnt he fot anyone in the company that can read these and raise the obvious questions . He just seems to be like Trump -doesnt listen or care about us losers . Surely they need to get a ceo /cfo
All that said- I too am making the same mistakes- just bought another 250000 !
Thanks ndr -march 2022!
there are other such webinars since ,so i will have a look later on and revert if i spot anything
Total incompetence-no explanation ,no apology,and no indication of when the suspension will be lifted -not even the use of the word temporarily re suspended. Very poor and frightened investors now running for the hills
Thanks ndr I just think Tom has a duty to update us on the background events leading to no contracts being signed at 31 March . Is it a problem with our technology or is it rubbish NHS management /government ? Silence is unacceptable given the very long period without updates. Maybe he will do the decent thing after tomorrow. Its all looking evasive .....
Agree with that ndr ,but the two are not mutually exclusive.......looks like Tom has done a rishi sunak and failed to turn up when things were less rosy than we were led to believe. Poor show .
Last year tom accompanied the trading update with a proactive video-that is needed now -there are too many unanswered questions arising from what is a bland RNS and in my view a huge shortfall on new contracts. Very disappointed there is no comment on why NHS haven't been taking up BLEEPA in huge volumes given all the expectations raised in february .
Thanks mb 10
couldn't someone from the company just tweet a simple apology and say its in hand but delayed ?its so lacking good grace
Any of the big hitters who are closer to the company know why yet again a promised investor presentation is so late?
very disrespectful to shareholders....
Arent we due an investor meet invitation for wednesday?
I think there are some big institutional and private investors who are holding -the share price fall is from a trickle of small daily sells. I hope we will get a new trading update within the next few days ,and Tom will explain what is going on with the NHS contracts ,and whether their runway calculations and salesforce ramp up plans need revision. Failure to do this will be a bad sign in my view . cheers all
I may be wrong but I recall he was expressing frustration that the market cap at the time was too low and around the level of profits THEN . That was clearly wrong ,and indeed wont be right for ages. The trouble was the streaming-everyone myself included thought this would be huge back then hence the high share price we reached last year.
There is also some confusion on this board around EBITDA v Earnings per share on which a PE is based.
But 1.3 eps next year is 13 p a share at PE of 10 for example . Hard to know how to reconcile that to the full discounted cash flow valuation bases on all future earnings (although minimal growth assumed after the third year at 2.5 pre cent) of 11p ?
I dont know the answer but I have to say it was not what I expected
Mb10 with respect I don't wholly agree with your assessment. dc said m cap at 7m was equivalent to profits some time ago ,not in the future .And profit this year?.01p eps? your 10 times pe is 1p I realise the forecast is conservative but equally there are risks...
and for clarity the projected broker value of 11p takes into account ALL the future cashflows based on their projections ,subject to improved income
this is disappointing in my view .....
MB10 you do yourself down. You are relying on DC representations as we all are - you credibility is not in doubt-DCs will be if he fails this time. I value the professional effort you put in and the clarity of your position.
A simple investor is filtered on my PC ,but sometimes I look at this bb on my phone where the filters seem to not apply .I am astonished he can post such plainly ignorant posts so confidently -his whole recast of the PE calculation is simply ridiculous. I advise any reader to filter him -PE calculations are simple -he is just plain wrong.
I have a lot of shares here and I am really hoping that as you say the market has not woken up to the latest news .And tomorrow should be a huge shot in the arm for the share price surely DC wont miss this deadline.
The only challenge I would have to the PE rating eg ten times eps(not ebitda incidentally there she goes) is the sustainability of the future income streams - how dependent is LVCG on one person's contacts and skills ie DC. I asked in the last investor meet what was their USP/MOAT /barriers to entry but the question was deleted. I hope the BN addresses this .Overall I agree MB10 that the share price is too low -fingers crossed for tomorrow and the next few months-please continue to post and stick Simple in the bin .Worthless posts
But overall I really think the share price is too low and I expect a rerate -
Godber ignore all the hype however well written -this company is being liquidated not just delisted .It will cease to exist -there is no coming back from here .Sad and personally costly, and a real indictment on that fool Duffin, but it is what it is. There is no hope
S q u i n t y