The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
s*****
keep going paul and in a few years you'll have as many as i do ! not the biggest purchase eh?
i cant understand how this deal with so many unknowns does not warrant a proactive video comment-even to say i told you it was imminent ! ?
have you noticed paul is starting to develop a s*****y tick in these interviews- a bit like herbert lom in the pink panther movies -the stress is getting to him maybe..
one day,,,, all will come good
Would have thought this breakthrough deal would be worthy of a proactive video?-
Hi all-been away on holiday and catching up ....
I saw the below as part of page 122 of 159 in the recently posted doc-may explain the delay in part.
BUT we shouldn't have to be scrabbling around for scraps of info -Tom should be helping us understand where things stand and why the expectations he raised haven't been met eg a flurry of frantic purchases at the end of the financial year- I would rather know if the outlook has changed and assess from there rather than try and decipher that from a silence which has to date not been a feature of Toms management .
For example if there is a general delay in nhs capital spend as funds diverted to pay rises what effect does that have on feedbacks budgeted cash flow and our "RUNWAY"?
I also didn't like the apparent evasiveness in the RNS where they didn't specify how much they would be paid for the contract extension from 1 April .
Silence can be the first sign of problems and I am not surprised at the share price fall. It will continue while the uncertainty persists.
And the first mover advantage may undercut eg nimble see my earlier post
Come on Tom -treat your PIs properly.
At least the IIs aren't selling
EXTRACT
The EPR programme has now moved to the pre-market engagement phase. There
has been very positive feedback from suppliers and no challenges to the
specifications. The EPR programme readiness assessment has been reviewed by
the national team and is positive overall with areas for improvement as expected.
The approval of the outline business case (OBC) and tender documents has been
delayed as further work is required on the finance model and on fully developing the
programme benefits. Following the discussions with suppliers, electronic document
management (EDM) is being added to the Output Based Specification. Revised
timescales for the approval of the OBC and subsequently the full business case
(FBC) are being developed. The committee received assurance that the
communications and engagement planning for EPR is underway.
thanks for sharing that mb10 -I wouldn't have known that from the RNS
Thanks for all the informative posts MB10
Do any of the well heeled placees have any sense of the impact the change of broker will have on the timing of the long awaited and oft promised Brokers note ?
Hurry up Tom!
I suggested a good while ago that IQAI might be a good customer for Bleepa, but wasnt aware that Trevor Brown had fallen out with Feedback ,which LR2 explained ,and wouldn't deal with us .Seems TB couldn't bring himself to do the right business thing and went on to develop iqai 's own Nimble app. If he can ,and it seems to do what bleepa does, cant others?
I asked Tom about his moat in the investor meet and he said there was a high bar-has someone now vaulted it?
IB Nimble
IB Nimble was added to our product portfolio in August 2022 to build on the impact it made at Froedtert Hospital (Milwaukee, WI) in treating metastatic brain tumor patients during the Covid-19 pandemic. Today, over 300 patients have benefitted from IB Nimble's ability to facilitate optimal treatment recommendations within hours as opposed to days. Moreover, the way clinicians prefer to perform their jobs is rapidly changing. Multi-disciplinary specialists do not want to be tethered to a computer, or even login to a website, to access pertinent information. Nor do they want to wait for days to collaborate with colleagues to identify an optimal treatment plan. IB Nimble is on the forefront of this transition. Other metastatic treatment teams have contacted the Company about adopting IB Nimble at their sites. In addition, two entirely different disease groups have met with our team to discuss integrating IB Nimble in their routine clinical workflows. Recently, one of them has chosen IB Nimble to fulfill their mobile app needs, representing the first commercial sale for the Company.
I have a million .....very frustrating period ! bet the ranch ,or at least a field .
looks like that's the next bit of news now-a bit dispiriting
I see the was an rns on 12 April last year saying we had been awarded 2 nhs contracts for 200k -they were 12 month contracts..........I wonder when and if they will be renewed?
I still think Tom is honour bound to do a quick video explaining what is happening given the expectations he raised before on a flurry of frantic nhs purchases
Thanks to the chaps posting the useful info btw.
thanks v m as usual vas
Particularly liked page 14 and the third point on page 17
come on young Tom
thanks for taking the time out to successfully calm my nerves Vas .cheers
https://www.digitalhealth.net/2023/02/special-report-shared-care-records-6/
i am getting concerned that things are progressing as in the link attached.-thousands of shared records being added yet we are the exemplar site yet aspiring to add 8 gp surgeries in the current year at qvh? have we missed the boat?anyone else starting to doubt -we are unique yet not getting contracts in the flurry period ?very disappointed that tom hasnt clarified what went on re the 31 march period end given high expectations he raised. ..
I agree Seaview - really think Tom needs to get out in front of this and explain the background facts in a proactive video-there are too many unanswered questions and the RNS for the first time in my experience of Feedback looks evasive -Tom's integrity /transparency is to me a big plus and I think this whole episode jeopardises that .Why has the tensed fallen through, how much s the extended contract for, and where is the flurry of frantic purchases he told us to expect. by 31 March?
Tom please update us -it is needed (LiamB)
agree re Proactive .... why no monetary value of the extension ?and what about the flurry of other deals Tom referred to when he said its no secret that the nhs spend their budgets at the year end ?ie 31 March . Even an indication of how many tenders we are involved in would be good .
Very disappointed but will continue to hold .
I hope we hear sooner than 6 september this time around !
I also hope this will be like waiting for a bus.-Late then three turn up at the same time....
very frustrating given CFO expected timetable
yes if you could give an indication of minimum shareholding realistically, I may also qualify .....if needed
thanks to all for the input today. I hope this is the turning of the tide.
WELL DO WHAT ANY INTELLIGENT PERSON DOES AND FILTER THEM DARWEN
THATS ENOUGH YOU TWO-FILTERED-FOOLISH BEHAVIOUR
always look on the bright side...lol|!keep well surprised|!
Just visiting as I was here for a number of years .Sad to see the plight of CPX -even Surprised is less bullish !
I was listening to the Seeing Machines CEO a while back after they did a big deal with Magna which included a big loan which will now see them into profitability and cash flow positivity next year . In that conversation he mentioned he didn't quite understand how customers were not more concerned with the financial strength and visibility thereof of suppliers ie the competitors of SEE ,when they were looking at medium to long term contracts.
I wonder if that might be an issue for CPX which let's face it is a pretty ****ty little company only solvent due to Aussie Govt handouts ? So companies express interest in ordering but in reality are using CPX as a dual source back up whilst going with the larger suppliers? Would explain why the pipeline is always inflated and a guess....
Anyway good luck