Member Info for Vascular

Hi Llama,

Optum / EMIS have approx 84 trusted partners who’s technology solutions are presently working with primary and secondary care in the UK NHS.

Feedback as a solutions partner to Optum can now, and in future, work alongside and integrated with any or all of these 84 solutions if required across the entire nhs.

Only a few of the 84 may go national , but via Optum FDBK have access for further partnerships, in theory.

The rewards from working in partnerships such as these offers some insurance if Bleepa is not selected for a National rollout.

Just my view and I know only what you know, so just an opinion .

https://www.emishealth.com/partners

Thanks for sharing IBill,

As we know Emis , changed its name to Optum a while ago, who are now a partner with FDBK in the simulations etc

I can’t remember if I knew this and forgot , but Optum are partnered with Patients Know Best also

Looking like the makings of some kind of health consortium.

https://deploy.patientsknowbest.com/deploy/integrations/native-integrations/emis/es

Afternoon Mornington,

Can you direct me to where I can find the chat regarding Nvidia.

Can you share it here?

Thanks in advance. Vas

I maybe wrong but isn’t SB rather unusual at under a £5 m market cap, ebita cash positive and heading into a growth stage…..

Many micro-caps on AIM ( most are not ebita posative) are sub-£150 million, with some at the very bottom end of the spectrum having market capitalisation of less than £1 million.

The median average market cap for all micro company’s on AIM , regardless if ebita positive or not, and including all company’s under £250 m market caps is apparently £28.4 m. So at today’s £4.5 m cap, and with real growth, leading to profit to look forward too, looking cheap.

Hi Barnacle,

Yes, it looks like I timed it right for a change. Nice to be in profit from the get go. Hope it continues.

I’m hoping their new NED will bring in at least one serious size contract sometime over the summer.

I see Dara Nasr our new NED who joined SB with a remit of strategic commissioning will be joining Global on the 20th April in as Managing Director, Commercial Outdoor .

“ Global is a market-leading Outdoor company in the UK and Europe with an extensive portfolio that combines roadside posters, premium digital screens in prime locations as well as Transport for London’s estate. It is also the largest airport media owner in the UK.  ”

https://global.com/global-hires-dara-nasr-to-lead-outdoor-division/

Hi Rebarm.

I do not know.

In FDBK RNS dated 16th March they stated

“ The collaboration will enable clinicians to manage referrals, review documentation, and access patient-submitted information within a single workflow in Feedback Medical’s platform Bleepa, while patients receive communication, questionnaires, and pathway updates through PKB, including via the NHS App.”

sounds like it was not integrated in March but could be now and could be part of the recent MHCR solution. Gl vas

Yes, intriguing stuff Barnacle.

I do think contrary to any hard info from the company itself , that FDBKs solutions have a far larger footprint than can currently be seem.

Regarding PKB.

NHS BARTs Health Trust have also signed up and state on their web site

“ Patients Know Best is a software company who have developed the part of the NHS App which provides your hospital health record functionality. You may be asked to register for a Patients Know Best account the first time that you access your health records through the NHS App“

If this is the case, then we are in good company with PKB as they continue to roll out.

https://www.bartshealth.nhs.uk/nhs-app/

I note that QVH have also partnered with PKB

https://onlineservices.qvh.nhs.uk/my-health-and-care-record/#:~:text=My%20Health%20and-,Care%20Record,test%20results%20will%20be%20available.

And Today Kent and Medway mental health Trust appointments launch online , again partnering with PKB.

“ The programme was developed in partnership with Care for Kent and Medway and is powered by Patients Know Best. From June 2026, patients will also be able to access documents and care plans.”

https://www.digitalhealth.net/2026/04/kent-and-medway-mental-health-appointments-launch-online/

Afternoon Harley.

To what extent do you think , as shareholders in CC ,we should expect to hear from the Nomad

What role would CCs Nomad play in this situation. It states that the Nomad (Strand Hanson Limited) should ..

“ In a corporate takeover involving a company listed on the London Stock Exchange's Alternative Investment Market (AIM), a Nominated Adviser (Nomad) acts as the critical regulatory bridge between the company and the Exchange. They are essentially responsible for ensuring the takeover complies with AIM rules, particularly focusing on fairness to shareholders.”

Has anyone contacted the Nomad, had a reply? How can they ensure that the shareholders they represent feel they are being treated fairly, unless they speak to them. I assume that they only speak to shareholders who own a percentage of company, but could be wrong.

I think it looks like smart meters are mandatory, and most smart meters were / are installed pre pay, which was wrong as they need the customers consent to use pre paid mode - so it’s the customers right to request a switch back to post paid, if they wish.

Irrespective everyone will eventually have to accept a smart meter in India and it’s the customers choice if use pre or post paid. So no real effect on the rollout. Not that anyone here will probably benefit from future contract wins if this deal with ES is agreed. That’s what annoys me most here, it’s the actual timing of this decision , I.e just on the cusp of CC full potential in India.

This is the first time I have heard the Indian Goverment state this., apologies if already posted but does seem a bit of a turn a around from all the historic rhetoric we have been told, regarding theft, etc.

“ Smart Meters Not Mandatory, Says Government

Amid widespread confusion across the country regarding smart prepaid electricity meters, the government has now issued a major clarification.

The Ministry of Power India informed the Lok Sabha that smart prepaid electricity meters are not mandatory. According to the government, the objective of the smart meter project is to modernize the power system.

These meters allow consumers to track their electricity usage in real time and follow a “pay-as-you-use” model.

However, the key point is that the system is completely optional, and no consumer will be forced to install it.”

https://www.instagram.com/reel/DWxq1UTDCiO/?utm_source=ig_web_copy_link

Apologies if already posted

https://kalkine.co.uk/news/technology/is-lsesbds-benefiting-from-ai-advertising-boom-and-data-trends#:~:text=marketing%20platforms%E2%80%94key%20areas%20where%20Silver%20Bullet%20Data,regulatory%20pressure%20on%20data%20privacy%20and%20the

Oberon , one of Silver Bullets main investors writes the following about SBDS

“ A data technology company that allows global businesses to unlock the value of their marketing data assets.

Silverbullet’s proprietary technology, 4D, enables brands to target consumers without the use of cookies. The only comparable technology, Grapeshot, was acquired by Oracle in 2018 for $325 million. They have seen rapid growth since 2016, with a client base of over 70 blue-chip clients, including Heineken, Bosch and American Express, and are operating globally.”

This is what AI states about the takeover Grapeshot by Oracle .

“ Prior to its acquisition by Oracle in April 2018, Grapeshot was a rapidly growing ad-tech startup with significant revenue growth but mixed profitability.

Key financial details before the takeover include:

Revenue Growth: Grapeshot was growing at over 100% year-over-year prior to the sale.

2016 Financials: According to filings, the company had a turnover (revenue) of £9 million in 2016.

2016 Profitability: In 2016, the firm reported an operating loss of nearly £2 million (or around £1 million depending on the report).

2017 Revenue: Sources indicated that revenue for 2017 was approximately £24 million, with the company becoming profitable by the time of the sale.

Valuation/Revenue Mix: A large portion of their business was generated in the US, with a 2017 post-money valuation estimated at around $56 million (£40.2 million).

Acquisition Value: While the valuation in May 2017 was $56 million, Oracle acquired the company in 2018 for a reported $325 million (including earn-outs). ”

If Oberon are correct, and Silver bulletins is in such a niche market, with little competition, and is now according to company heading into a period of growth …..then bodes well. Imo

Something must give sometime soon.

“With the injection of 3-year capital funding into the NHS post the spending review, and the move to strategic commissioning by ICBs it is likely that larger regional or even national contracts will become available at the start of the next NHS financial year (from April 2026). Competition for the available capital is likely to be intense and NHSE will have to prioritise which initiatives to back in the next 3-year period. For those that deliver demonstrable productivity improvements like Bleepa, there is likely to be significant opportunity. In addition, Feedback is well positioned to address a number of key NHS operational priorities, both at a regional and national level and we are working to ensure that Bleepa's capability to deliver these benefits is at the forefront of our discussions with the NHS.”

Quoted from half year results 30th Nov 25.

Afternoon Barnacle. Let’s hope things pick up here a little faster than on the other one. Do you have a conservative share price target you care to share here if all goes well going forward …

From what I read there looks like more to come here in the new business pipeline …..should be a catalyst if the new orders are significant. Gl vas

Thanks for your reply Hazbeen.

Thinking of buying here just trying to guage what the feeling is regarding the recent news and increasing pipeline of opportunity etc. does it feel different this time? Have you been here before..anything worrying..cheers vas

All guess work, as we are never told what is really going on with this company. Not sure why Marinauld walked away as the S&C cream product was there idea, was supposed to be unique and it’s not like the mystery company holding the shared IP could bring out an exact same equivalent cream, is it? Maybe they can.

What if the undisclosed company that made the IP claims against INC and subsequently settled for shared IP now wish to buy out INC , if so they get the current s&C creams, the full IP under their control and everything else that INC currently claim to hold.

Most employees these days have to have a six month, and annual appraisals..to fathom how they are doing, are they achieving their aims and targets and if not, why….its something they should introduce with all BODs on AIM and have a selection of investors doing the appraising and handing out the rewards and the layoffs .

This past years appraisal of INC, the BODs and the S&C products sales is a rock bottom failure….most employees displaying such failure in their posts would either be removed or demoated….not here though.

Sorry. Repeated link.

Morning Tony and All.

I didn’t realise this but it seems that domestic consumers in Goa can refuse new smart meters, if they already have an existing working meter ! New builds need a new smart meter.

Also this from Goa a few days ago…looks like domestic rollout has began but in this case resistance to instillation of SMs.

https://www.thegoan.net/goa-news/smart-meter-rollout-sparks-resistance-from-consumers/145932.html#google_vignette