RE: Realism30 Dec 2025 18:48
Hi Private,
I cut my holding by half at last presentation and will add probably quite soon.
The reason being that i am hoping we receive earlier news regarding other opportunities mentioned in the investor presentation , while we await the decision from the NHS regarding the Elective Recovery Funding, with Bleepa being the only serious contender and already integrated in the NHS systems and completed trials etc, i think we stand a good chance of being funding for a national rollout.
also sometime soon i get the feeling form the presentation that they hope to release some earlier news such as ...
GP Connect ( Bleepa being one of the first partners integrated into the new NHS GP Connect - so now any GP practice can be added across the UK).
or,
The New Partner ( not named) - Elective Recovery Opportunity - they stated in Q&A will update as progress, have potential customers already !
AWS interested in UK Opportunity, apparently
They have a near term opportunity according to presentation with a Private Care Provider ( could be one of the larger ones)
Positive news from QVH who are continuing to trial ( paid for by NHS) and create multiple new pathways = BIG Pilot, could lead to larger contract than just one individual hospital.
News from Vertex in South Africa or middle East who are now using Bleepa as an add on to their own products - so customers already on board
Tom did state that BLEEPA was in fact CHOSEN as a Digital solution ready for National Rollout by the ERS funding mechanism , but this opportunity disappeared due to the elections ...see RNS , shares doubled shortly after....so IMO it sound like FDBK had this opportunity in the bag, and it was lost due to the elections - so this is their second attempt, but with a years behind the scenes progress .
As far as the spending review funding Tom did state it could be available anytime up until beginning of next tax year - April 26 - so a small chance of earlier news.
Plus someone seems to buying the shares in numbers.
So , i thought i would start to add again as the sp has dropped considerably and 12 weeks is nothing compared to some of the timelines i have had to wait with other shares. GL Vas