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[ragnarr] 08/11/2021 09:04

YumpSince when has the NHS rolled out anything at scale ?err .. Vaccine roll out. Only about 12 billion so far :-)

[yump] 08/11/2021 09:02

I do think the community hubs are a decent opportunity, purely because they are new and therefore don’t involve a load of changes to procedures. In any organisation, changing methods is very slow and in the NHS its snails pace.

If FDBK can get specified in the initial structure for rollout that would be great.

It would also mean that we and TO have had a lucky escape, that had not been part of the plan.

If that comes to pass it will be interesting to see what sales come from it, compared to established parts of the NHS

[ged5] 08/11/2021 08:28

Pete, concentrate on the plus in 'perhaps a billion pound plus opportunity'.

At about 29:22 he talked about 90% gross margin. FDBK could provide their technology suite at £2 for 80% EBITDA margin.

At 32.5 he stated £8 billion opportunity.

Don't forget the 93m in the UK he mentioned.

Just one question: why hasn't he got a second mortgage on the house?

I hope you're joking Seabass (one of my favourite dishes). Even with 2.6b shares you're going to make a massive profit if everything goes to plan. You're just getting a little greedy. :))

[2seabass] 08/11/2021 08:14

But why Give such a good interview now!!
Had this been done earlier then funding could have been at a lot higher sp
We've been diluted 100% ffs

[ptolemy] 08/11/2021 08:09

I wonder why TO chose such an obscure platform on which to pitch?

[petekand] 07/11/2021 23:01

Nice candid interview. Big ambitions and perhaps a billion pound plus opportunity if Tom gets his way.
There is something about him, he has the dot com era vision, drive and age on his side. I think he will come good.

[ducatiman] 07/11/2021 18:08

You have a cruel streak LR2 😂

[lr2] 07/11/2021 17:09

If TO pulls this off I'll send him a ticket to QPR and all he can drink at The Defector's Weld.



If he doesn't I'll send him a season ticket and make him watch them for a whole season.

[timbo003] 07/11/2021 16:40

If anyone is undecided on whether to participate in the open offer, I would definitely recommend listening to that Sunday Roast interview, really informative, the addressable market is huge and Feedback are very well positioned to grab a significant part of it.

[ducatiman] 07/11/2021 14:09

Message to TO, if you pull this off I will go down to my cellar and send you one of my cherished Pinot Noir!

[ducatiman] 07/11/2021 13:19

I would not be surprised to see an RNS tomorrow at 7am as TO was more forthcoming in this interview than any previous.

[lr2] 07/11/2021 13:15

That was an excellent interview with Tom. Rajesthan has a similar population to the UK so the TB trial alone will produce significant income to anything happening in the UK. I'm looking forward to a very exciting New Year.

[ducatiman] 07/11/2021 12:53

You are welcome Ged. If this comes off I think your 4p aspiration will be surpassed by a considerable amount.

[yump] 07/11/2021 12:15

Hmmm. Be nice for other investors not to need to hear podcasts to get figures.

Just last week, ARB gave an interview that gave a few figures, which were not really material, but were published by the reporter, so they issued a statement in RNS form - presumably to be squeaky clean, as some of the information could possibly be considered 'inside'.

Seems common now though for various interviews and tweets to carry information that is not freely available.

[ged5] 07/11/2021 11:56

Thanks for the earlier alert, Ducatiman. I put the link in the header whilst listening (capital H in the link does it)

Amazing interview. At last some figures. If this comes off this is some mighty investment!

[ducatiman] 07/11/2021 11:47

Well that was worth listening to! TO told to start sounding excited by the interviewer.
TO a man after my own heart, loves roast parsnips and red wine!
Amazing the info one can get from these podcasts.
Huge potential here Chaps! Still only potential but sounds like that may change soon.
GLA, duc.
I will be taking my full allocation.

[ducatiman] 07/11/2021 10:47

Can’t see anything on the Sunday roast site to say when/who is on today’s podcast. Edit:- they must read this thread, now it’s there.

[yump] 06/11/2021 18:13

I hope this thread won't deteriorate into puns - it would send out the wrong image.

[ducatiman] 06/11/2021 14:15

What time is it broadcast please?
I will be watching the backdrop with interest.

[ragnarr] 06/11/2021 14:11

Just saw that - be interesting to see what he has to say. The boys on Sunday Roast are quite good at asking the right questions

[ducatiman] 06/11/2021 11:22

I have changed my mind, I think I will subscribe for the offer. Those boxes behind TO were a signal to shareholders. 😂