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[ged5] 28/2/2020 13:14

Cut back on TexRAD but new faces brought in for Bleepa and Fluoroscopy. Are we (sorry Yump I've read you don't like shareholders saying we, but it is our company) still in the shadows of past management?

Some disgruntlement on LSE and some selling out partly because of previous dubious fundraising and some because of the lack of personal communication.

Personally I think TO is working very hard to make a successful company but there is still high risk here. If it comes off (Bleepa, Fluoroscopy and eventually texRAD) then we are in for big rewards. No contracts for Bleepa as yet so I can understand the selling but will they come and how soon?

Will the virus crisis be different to all the other crises of the past or is this the time to buy? The wider market has been in freefall for a week now. How much longer before there's a big reverse?

[ged5] 28/2/2020 09:58

Many thanks to all of our speakers and guests at last night's annual Guinness AIM EIS Seminar at @eastindiaclub. Great presentations from Matthew Butlin of Allenby Capital, Dr Tom Oakley, CEO of @FBKMed, Stephan Beringer, CEO of @mirriad and Andrew Martin Smith of @GuinnessEIS

I'm sure his presentation was very good but looks like fundraising is on the agenda.

[ducatiman] 27/2/2020 12:30

Going nowhere and obviously not cheap enough for the directors.

[lr2] 27/2/2020 10:59

Yes Duc, those trades are interesting. I've not had time to get any quotes earlier this morning but based on yesterday afternoon's quotes today's trades look more likely to be buys than sells.

Current on line quotes are:
Sell 225k at 0.8307p
Buy 1.5mil at 0.8545p

[ducatiman] 27/2/2020 08:31

Interesting string of trades!

[ducatiman] 27/2/2020 06:20

Dp, let’s hope he can do it. I will add when TO buys.

[dplewis1] 26/2/2020 20:29

I agree duc that the market will only react to material news now - I also think Tom is quite a naive CEO who is essentially a part qualified radiologist but one who can communicate fairly well with their target audience. I do think they will get revenue from bleepa and the hint at the end was fairly large when he was talking about the new NED. Will be an interesting end to Q1 and imo worth holding a few shares at this level.

[lr2] 26/2/2020 19:45

Hi Ged,

We know the Bleepa pilot started late December so I expected the pilot to run until late March. However, we also know that the pilot was a 'lean and agile model' which means it was almost certainly basic major software requirements only at the time. They appear to have used this pilot study to then further refine requirements based on what the majority of people using it would like added. They went in with a 'lean and agile model' now they are polishing the product with the feedback they have received.

Now, I've no problem with this as long as they keep strong control over new, incoming requirements. They need to further define those requirements - essential, useful, nice to have, pretty but of no significant use etc. - and only add the essentials and some of the usefuls if cheap and easy to do. If they don't, they won't know when to stop and we will end up in a continual loop of new users always wanting just a little bit more.

This shouldn't happen as they appear to have good software and analytics staff on board.

So this latest iteration(2) of requirements will hopefully be the last of any real size near term.

Where do I think this will leave us? Probably still a few months from pilot sign off. If it was originally due to end late March but new functionality has subsequently been defined and added then I'd be aiming for completion maybe around end May.

That might be worrying at first sight but a happy pilot user group by then will likely result in other groups running with it far more quickly down the road.

Just my thoughts on the Bleepa aspect of the latest video.

Last word - the camera operator on today's video needs to reduce the amount of shots from different angles and depths. I found all that bouncing around to be very distracting.

[ducatiman] 26/2/2020 19:45

Dp, I found absolutely nothing in the interview that would entice me into adding. Cash position question:- we will see how it goes! 2 revenue streams, lol. We have no idea what the fluoroscopy deal is worth and bleepa revenue seems way off if they actually materialise. Oh but wait we’ve got a Guy who used to work for micro soft on the payroll!! No I am not impressed with the interview. What price their next placing? Jam tomorrow again, the market has had enough bull@“#€ and will only react to material news now.

[dplewis1] 26/2/2020 19:33

So you thought he was downbeat about the prospects?

[ducatiman] 26/2/2020 19:15

I must have watched a different interview to you chaps!!

[ged5] 26/2/2020 18:40

Trying to avoid looking at any of my so called investments but thanks Lewis and LR2 for alerting and linking the interview.

Yes very upbeat and some noteworthy comments but glossed over some important points.

Yes we know the pilot is 3 months but when are we likely to complete the study?

Yes we know you've had good initial results and we've heard it 3 times now. A further update would have been welcome.

Not completed my notes yet but these were good points at the beginning:-

Repositioned the Cadran product into 2 amazing revenue streams Bleepa and Fluorocapture Technology.

We were able to engineer a new revenue stream which we are currently beginning to see the results from.

Continue to sell Texrad to the academic centres through third party on commission only basis.

Pilot study for Bleepa run for about a 3 month period. Introducing a number of product updates

1.07 Fantastitic results ?

[digger2779] 26/2/2020 16:58

He is seems to be very upbeat. Just wish he could spill a few beans via an RNS to get this share price moving in the right direction.

[dplewis1] 26/2/2020 16:47

Shame someone decides to sell below the bid.. I guess that's current markets though. Let's hope they can eke that cash out until some revs start coming in

[bearbulls] 26/2/2020 16:35

Sounds very good to me. Contracts very soon.

[lr2] 26/2/2020 14:13

Yes, he definitely sounds positive. Just need to convert some of that positivity into pounds, shillings, and pence now. Showing my age with that remark. Ooops!

[dplewis1] 26/2/2020 14:00

Cheers LR2.. sorry would have been a good idea if I actually posted the vid as well! Seems positive I thought - plenty of interest and pilots going in by the sounds of things.

[lr2] 26/2/2020 13:48

Here's the video referred to by DPL.

[dplewis1] 26/2/2020 13:25

Proactive interview out - Why does Tom always wear that silly blazer every time??

[dplewis1] 23/2/2020 12:48

Spam link - do not click. It's just top aim stocks junk twitter feed

[ducatiman] 22/2/2020 10:26

Huge potential, however, it remains just that. Directors are now free to buy. If contracts were imminent and or the imaging deal was extremely lucrative, surely they would be buying at these levels. There will be no share price improvement until this company proves it can be profitable and is not just a lifestyle company supporting “spivs in white coats”.