Feedback Share Discussion Threads

[ducatiman] 23/1/2020 05:57

Nice posts George, we can only hope. There is of course a market outside of the U.S. too. Perhaps the results will provide yet another buying opportunity!

[georgesorearse] 23/1/2020 00:20

Texrad - credit to Dealer bob on LSE hxxps://imagingendpoints.com/breakthrough-radiomic-technology-patent-issued-to-imaging-endpoints/

[ged5] 22/1/2020 22:48

How can you say £1000 per package?

[ged5] 22/1/2020 22:44

Don't want to sound patronising but that's a very well thought out post (4486). I agree with everything you've said there but we just haven't been given the figures yet for the US contract.

Plus I see no reason why they shouldn't be involved with all 2000 units in the US.

What did you make of that 'Share for You' tweet from Bleepa this morning?

[georgesorearse] 22/1/2020 22:39

USA contract - the lack of FDA clearance did not stop them as the company repositioned itself as a bolt on S.W. supplier and this circumnavigates the changes to U.S rules so it can be bolted onto the Image Engineering Hardware and becomes a fully compliant and licensed piece of make America great again kit, this is a fantastic coup that I do not think people are appreciating yet.

1000 units at £1000 per package = £1m.
1000 units at £5000 per package = £5m.
1000 units at £10,000 per package = £10m

Crazy numbers ....

There is an American version that retails at $27500.00 for the complete kit hardware and software.

Then we have Bleepa still at an early stage but when I checked with the Nomad 3 months ago they were funded for the foreseeable future, the last accounts said 12 months.

The interims will not show the U.S.A contract income.

Great early doors opportunity and buying under placing prices.

[georgesorearse] 22/1/2020 22:22

The Company have made some tough choices last year and refocused their energies.

Rory Shaw then Tom Oakley came in from the NHS , A.R and B.G both left... understandable that BG left after Texrad appeared to be put on the back burner, imo this is too good a product to be left to wither and there are signs it is being adopted into other programmes, it could be licensed or sold.

Image Engineering U.S.A deal - Tom Oakley pulls it out of the hat and protects the companies cashflow, on all boards I've read about high cash burn, another placing, yada yada yada, a good CEO is lucky as well as focused in their job role.

Getting the initial contract for 200 units and signing an exclusivity agreement to work with the ex G.E George Jochade of Image Engineering could be looked at as being lucky.

There are just over 2000 of these units that urgently require updating so let's say they get half of them 1000 units add on your guess as to the software charge they agree per unit.

FDBK currently makes circa £500k per annum of income ( and growing ) and burns cash at £1.4m ?

To my mind the Image Engineering contract has covered that ... so far they have only released a non Market sensitive RNS to advise they have won a contract and are being paid for the first units delivered, that is the heads up to load up imo ( I know many LTH will say false dawn, seen it b4 , leaks, lies etc , that was under the old BOD not the new one, this must mean that they are working on other contracts that are market sensitive at this point in time and T.O doesn't want to show his hand and release the price matrix to the competition.

Bleepa - great early doors feedback cutting referrals by 60% by using the product and GDPR with better imaging for the patients, on a small scale NHS trial that will then be rolled out.

Bleepa works in a very similar manner to other Social Commerce platforms and grows exponentially via personally known referral - it spreads like a virus, very interesting business model ... if you are at work and your colleague in another department has a better pen, chair, hammer, spanner whatever to you and they tell you over break how great this item is and its improving their work / life experience it is only natural for you to have some FOMO.

This is still at the start up risk stage granted but the U.S contract removed that and the prices down here are too attractive to ignore.

[ged5] 22/1/2020 14:26

Possibly.

I forgot to mention in that list earlier another big event was the resignation of Alastair Riddell and Prof Rory Shaw appointed Chairman.

I get the feeling they are all working flat out on Bleepa, Fluoroscopy updates and ....

Maybe at some point the website could be revamped as suggested last year.

I wonder if PeteKand is still having problems with the website.

[lr2] 22/1/2020 14:14

So it does. My mistake... except last year the half year results came out on the 24th January 2019 and that page says 23rd January 2019. Do you think the person who updated that web page forgot to update the year?

In truth, that whole web page is a bit of a mess.

[ged5] 22/1/2020 14:06

LR2, that says 2019.

[ged5] 22/1/2020 13:38

The next results are from the period 1st June to 30th November 2019.

In that period we had outcome of Strategic Review, the naming of Bleepa, a leak of placing then a placing.

Bleepa at the Expo was the big event of the period followed by the announcement of the trial of Bleepa at Pennine Acute Hospitals NHS Trust.

Can't see anything there to affect the figures, so yes I agree with Ducatiman and Bob. Updates and forward looking statements are what to look out for.

[ged5] 22/1/2020 13:25

Makes more sense. They were on the 24th January last year which was the Thursday. Probably where morning Star got that date.

[bobd29] 22/1/2020 13:24

Agree I think the Statement will be far more interesting than any figures...at least I hope TO takes the opportunity to make it so.

[lr2] 22/1/2020 13:22

I'll bet you 50p it's tomorrow.

[peteret] 22/1/2020 13:14

If you go to morning star overview it says next event half year results 24/01/2020

[ducatiman] 22/1/2020 13:14

I don’t think the accounts will cause a rise in share price might be some news with them though.

[ged5] 22/1/2020 13:06

Welcome Peter. How do you know the interims are to be announced Friday?

[peteret] 22/1/2020 12:27

Half year results this Friday.Anybody think it will raise the sp

[ged5] 22/1/2020 09:24

So will Bleepa be involved in Share for You?



If so, then there is opportunity for immediate expansion.