Feedback Share Discussion Threads

[ducatiman] 09/1/2021 13:14

Yes, it’s been quiet since RS bought 5m and TO said watch this space.

[brasso3] 09/1/2021 13:01

I hope you guys are correct. I still do not like the silence.

[ducatiman] 09/1/2021 12:50

Worldwide market LR2!

[lr2] 09/1/2021 12:20

You shouldn't be here if you expect Bleepa to only get a small fraction of the NHS communications market Yump. It would be seen as a failure for a product with two unique selling points. I'm assuming the company might get 15% of the possible NHS comms market in the next two years.

15% of £72 mil is £10.8 mil. That should be more than enough to value Feedback as a growth company and rate it as at least £100 mil mcap.

£100 mil / 1,067,000 shares would be a share price of 0.937p. That will do for starters.

[yump] 09/1/2021 09:49

The potential markets for new products always look big, but the reality is a smallish % of that market as a target.

The addressable market here is only for clinicians who need the functionality, which is a fraction of the total.

I don’t know what fraction, but imo feedback, if successful will get a fraction of that fraction. Unless policy takes over, which would be game-changing.

[yump] 09/1/2021 09:40

Shame the big baggers usually take longer than ARB, otherwise a couple compounded would be a retire early job.

[brasso3] 09/1/2021 08:46

ARB

I was in TXP at 12p with a lot of shares. Sold mostly between 30p and 60p. That one still haunts me!

[ducatiman] 09/1/2021 08:17

TXP Brasso?
Fingers crossed LR2! I feel a Carlsberg RNS coming.

[lr2] 09/1/2021 02:12

Congrats on the 20 bagger Brasso. Best I've managed was a 17 bagger.

I think we can make double figures here Brasso. Check out the below info.



NHS England workforce.

Consultants - 49,585
Junior Doctors - 57,394
Other Doctors - 11,302
_____________________

Subtotal - 118,281


Nurses and Health Visitors - 298,071
Scientific, therapeutic and technical staff - 147,729
Midwifes - 22,141
Ambulance staff - 16,707
_____________________

Subtotal - 484,648


118,281 + 484,648 = 602,929 doctors, nurses etc in NHS England.

Income per annum for Bleepa on 100% take up - 602,929 x £10 per month x 12 months = £72,351,480.

No GP's, no dentists, no vets (oh yes) and no armed forces (again oh yes) included in figures.

No medical staff for for Ireland, Wales & Scotland included in figures.

No overseas sales (India & Arabia for instance) included in figures.

Only CE certified product, only clinical quality imaging product. Two very strong USPs.

In short not much opposition to Bleepa at this time.

Expect sign ups to really take off in next financial year as hospitals have overspent in current financial year (bloody Covid).

NHSx should provide some income over next few months I'd hope, though it must be a hard sell to get this into hospitals overwhelmed by Covid. Who has the time to integrate a new comms system in an active hospital environment during a pandemic?

Bank a few million in revenue over next few months with more coming in from April onwards would be my hope.

Never underestimate that hospitals will already have already signed up for comms packages whether it be pagers, Medic Bleep etc. These on-going agreements will need to end before taking on Bleepa but make no mistake the hospitals will have to do this if they want the security of a CE marked and clinical quality imaging product. These are Bleepa's unique selling points. No other UK, European, Asian company can match them. I might have seen one in the USA but not 100% certain about that yet - it's a private company and full info is very difficult to obtain.

When Feedback bring in £10 million revenue a year wouldn't you expect a market capitalisation of something over £100 million? That will put the share price into low double figures and that is only the beginning of what can be achieved here.

[brasso3] 09/1/2021 01:24

LR2

I have had my first 20 bagger this month. I will take FDBK at double figures (10 bagger) though if that what is on offer! :)

[lr2] 08/1/2021 22:56

A few good Bleepa contracts and I won't be worrying about single figure prices.

[brasso3] 08/1/2021 22:33

There is the long term resistance level here at 1.35p and a bit of noise to get through at 1.5p. A good RNS should put that to be.

[lr2] 08/1/2021 20:06

Another late trade. I'll leave you to figure out whether it's a buy or sell.

08-Jan-21 16:39:14 1.35p 1,000,000

[lr2] 08/1/2021 16:17

TexRAD Lung perhaps.

[ducatiman] 08/1/2021 16:12

Ged, I wonder if fdbk were involved?

[ged5] 08/1/2021 15:00

Here is this weeks case study from Axial with whom we have a partnership:-

I am excited to kick off 2021 with a case that was a real first for Axial3D. The surgical team came to us with an 11th hour request for a 3D model - for which the only option was to provide an interactive 3D visualization. Not only were we able to meet their timescale needs but the feedback from the surgical team was amazing and they told us that the model was a game changer for the patient’s prognosis.

For surgeons dealing with lung tumors, having the right information at the right time is critical. With only access to current 2D medical imaging, precision and confidence can often be suboptimal, meaning desired patient outcomes can be threatened - and in some cases, this can be a matter of life and death.

Typically, ahead of these complex robotic procedures, clinicians will reference a patient’s CT scan as a team to identify the entire vessel tree and arteries in order to plan the safest way to remove the tumor from the patient’s lung. This is a time consuming process, often exacerbated by the variability between each surgeon’s interpretation of the CT scan, so is typically organized well in advance of the planned procedure.

To complicate things further, even with the required CT scans, they often won’t provide all the information needed to be fully confident in the resulting plan, such as was the case here, which results in real clinical risk.

In this specific case, surgeons at one of the UK’s largest NHS Trusts were dealing with a pulmonary lobectomy procedure. Due to their uncertainty about how best to proceed, having relied on the CT scan up to this stage, they requested a patient-specific 3D image of the patient's lung and tumor less than 2 hours before the procedure was scheduled to begin. In spite of these demanding timescales, 90 minutes later, they had the required 3D image and were urgently using it to plan the imminent procedure.

As truly a world-first for this type of procedure, Axial3D was able to produce the interactive 3D render in a matter of minutes (rather than hours) and send the 3D image to the hospital. This meant that the surgeon and her team had a fully interactive model on a laptop to both urgently finalize a plan they could be confident with and have constant access to the model during the procedure to act as a reference point.

[ad56zzz] 08/1/2021 14:52

Hopefully 2p by the end of next week

[coldspring] 08/1/2021 13:24

Could be NHS employees or could be the Indian sales push bearing fruit ?

[yump] 08/1/2021 13:22

These just look like individual pi sized trades to me.

[sonie01] 08/1/2021 13:11

Ok just what is happening here?

[lr2] 08/1/2021 12:28

Back in the day when England had pubs, I'd pop in for a decent pint to celebrate days like this. Somehow going down the offy for a can of Polish Perla doesn't quite cut it.

[yump] 08/1/2021 12:15

Its not much in £ value - the rise might just be a share shortage.

[ged5] 08/1/2021 12:11

Oh that wouldn't be good. It would be a black night.