Member Info for PrivateRyan

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

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 ?