Member Info for Ramptastico

So to redo the maths for the most conservative estimate, round down the population to diagnosed cases only 4.6m, and round down the per test revenue attributable to RENX to £80:

4.6m x £80 = £368,000,000 revenue, on a recurring annual basis to RENX

From Mr GPT:

UK Diabetes Snapshot (2025)

Diagnosed cases: ~4.6 million

Undiagnosed type 2 diabetes: ~1.3 million

Total with diabetes (diagnosed + undiagnosed): ~5.9 million

Additionally:

Type 2 diabetes accounts for around 90% of all cases

Type 1 diabetes makes up about 8%

Other rarer types comprise the remaining 2%

At-Risk Population:

An estimated 6.3 million people are at increased risk of developing type 2 diabetes due to elevated blood sugar levels, lifestyle factors, or genetics.

That means over 12 million UK adults are either diabetic or prediabetic.

For those who can't do the maths that's still £840 million in revenue (7m x £120)

A Routine blood panel test is about $150–$300 in the US vs £50–£70 in the UK so ~3–6× more in the US.

Adjusting for GPB/USD exchange rate at current levels give us £708/test, and the adjusting for the pricing differential, at the conservative end of 6x higher in the USA, we get about £120/test in the UK.

However as a previous poster pointed about the NHS is a NATIONAL health service, so RENX would get access to the entire body of at risk patients at once. The quoted figure being around 7-8m if I'm not mistaken, presumably taking the test on an annual basis.

3.5 million late BUY reported from yesterday, just under £350k worth. Stake building building building...

Some V chunky buys going through, great sign of stake building. Are Polar Capital selling down and keeping a lid on this do we think?

A nice 425k worked buy going through just after the bell this morning. Someone clearly still building up a big stake, likely more to come.

The growth rates of our new partner Tempus AI....

Q2 2025 Revenue $314.6 million +89.6% YoY2

Genomics Revenue $241.8 million +115% YoY2

Full-Year Revenue Forecast $1.26 billion +80% YoY2

Adjusted EBITDA (2025) $5 million Up from –$110M in 2024

Stock Performance (YTD) +157.1% Outpaced S&P 500’s 12%

Tempus AI isn’t just growing—it’s accelerating, with improving margins and expanding into cardiology, radiology, and mental health. It’s one of the few AI-driven healthcare firms showing real revenue and profitability momentum, not just hype!!

As a new holder I've just watched this and feel it's a fantastic interview: https://www.youtube.com/watch?v=Mdvnf7qS464

Just imagine if the RENX test gets added to major workplace health insurance providers' packages.

Again I reiterate my comments about Tempus!! "It's one of the hottest companies in the world and THE top holding in ARKG, the ARK Genomics revolution ETF - I think investors are missing the extent to which Tempus will grow which is the other growth 'engine' to the RENX/Tempus collaboration."

A partnership with TEMPUS(!!) has clearly got the attention of Institutional Investors - £6m raised instantly!

Expect more to follow because EVERY professional investor and fund in the AI/Medtech space is watching Tempus and will have taken note of the partnership with RENX. This is the real deal!!

Totally agree - although Tempus now valued at $15 billion not 6!

I came across this company because I follow Tempus very closely. It's one of the hottest companies in the world and THE top holding in ARKG, the ARK Genomics revolution ETF - I think investors are missing the extent to which Tempus will grow which is the other growth 'engine' to the RENX/Tempus collaboration.

RENX Management will been prudent and extrapolated based on Tempus' CURRENT size - but Tempus' sales are projected to more than double in the next 3-4 years at their current growth rate. In turn this means the revenue earnt by RENX could be double or triple the expected numbers released this morning... And all this is NOT including future collaborations which will likely come rolling in after the backing of such a heavyweight in the AI/Medtech space as Tempus.

Our new partner Tempus AI is up 10% in trading today and at an ATH after the opening bell. Great sign of encouragement for the AI medtech space and RENX!!!!

Slater and Sebaki will sell into any rise here I think. Got to get them cleared until they've had their fill. Won't sell all their holding but I'm sure they want to derisk further following the 10x of their original investment. Should be a lid on any further big spike for now.

Need to actually get the RNS saying they have purchase the coins I think for market to take more notice. If you search #blu on twitter (X) you can see a nice chart with all the treasury names and how much bitcoin they hold vs market caps.

Consistent block buying going on all through the day. Someone building a position clearly.

Just a whisker from a new annual high here! Really encouraging

Looks like the overhang has cleared now. Onwards and upwards!!

Comparing this SWC..... Went from £5mn market to over £1bn in a couple of months as a BTC Treasury stock. Can this do similar with BLU as a much more developed Biz with Vortex and the Treasury stuff thrown in on top!!

Yes people can moan and be negative all they want (totally fair enough if you bought higher up imo!!) but you can't argue that the character of the stock trading has changed the last few weeks. Clear floor being put in. Volumes way up, Frasers taking more. Did MA back out of REVB in favour of THG?

Costs getting cut significantly, debt restructured. Expanded lines in sports direct and launch of MP clothing range. MM still owns a boat load and will want his pay day at the end of the day. This is probably the most investable the co. has been since IPO. Of course a double from here is still 90% down from IPO... but green shoots and fingers crossed for all holders.