Ft Fbt Discussion Threads

[paulcon1] 08/1/2019 17:46

McSean

Interesting you mentioned Eva, I still believe there is mileage in that social platform. Am guessing that could be sold as a separate entity or am I wrong?

GLM

[cabi1] 08/1/2019 17:34

Blackbird, our lightning-fast #cloudvideo editing platform, is used in the post-production of 100s of popular TV shows each year. One such show is Candace Cameron Bure's "Christmas Across America" which aired in December on @hallmarkchannel in the US.

[paulcon1] 08/1/2019 17:17

McSean

Agree, I remember the On2 Technologies/Google deal, so by all accounts FBT should be worth more ie £160m (42pish)

With 18 months of cash left, it appears they are 'going it alone' but I agree, all options should be considered by the CEO which includes seeking a buyer.

And you never know it could turn into a bidding war and then......

GLM

[mcsean2164] 08/1/2019 16:43

30p should be achievable independently based on revenue growth if we can achieve sales.

For context Avid has a market cap of about £160 million.

IMHO, we either need a buyout or a successful social platform (eva) to see 30p. If someone approaches IM with £100 million he should be obliged to put the offer on the table for shareholders to review, otherwise he's not doing his job as a CEO.

In my opinion FBT has never been approached with a £100 million offer, let's hope if they are they bloody well accept!

[cabi1] 08/1/2019 16:02

Just keep watching this presentation, very impressive. It’s all going to come good in the end.

[nickb] 08/1/2019 15:18

farr
How long have you been a shareholder?

[nickb] 08/1/2019 13:19

farr
They would not be acquired by a largeUS Tech giant for business revenue it would be strategic technology acquisition.
That’s a big valuation.

30p should be achievable independently based on revenue growth if we can achieve sales.

Failure to achieve significant sales suggests we should have a valuation of 0p in the longer term.

Place your bet😀

Binary stock imho

[cabi1] 08/1/2019 13:17

IM is an experienced chap. He wouldn’t have invested if he didn’t think he would succeed. He has invested a significant amount, even though he has loads of options, that means something.

[nickb] 08/1/2019 12:55

MK
Yes easy industry sale at £100m but I also feel they should aim higher.

[bioking] 08/1/2019 12:38

ot) Look at Futura Medical (FUM) has a dirt low market cap of 19 Million and has 3 Drugs including a potential MEGA Blockbuster in Phase 3 for the treatment of erectile dysfunction which works way faster than market leaders like Viarga and Cialis . If you look for a potential 10+ Bagger then load up FUM stock alreay exploding guys dont miss it .


Research Confirms MED2002's US$1 Billion Potential
hxxps://futuramedical.com/content/news/archive17/060317b.asp

The latest market research further endorses Futura's strategy of developing MED2002 as a prescription product in standard and increased strength dose forms, with the objective of switching the standard dose form to an OTC product at an appropriate time.

Ipsos's validated healthcare forecasting model was used to predict peak OTC annual sales for MED2002 in key countries worldwide in excess of US$650 million. This forecast follows earlier market research commissioned into the potential of MED2002 as a prescription product, which indicated a prescription market size of up to US$600 million in key countries worldwide.

Ipsos forecasts that 70% of OTC product sales will be incremental to the prescription ED category. As a result, the estimated peak annual sales of MED2002 in prescription and OTC versions is predicted to be more than US$1 billion prior to the expiry of the product's expected patent life.

The Ipsos valuation was based on the outcomes from primary market research carried out amongst 400 men with ED or suspected ED in the USA. The respondents were in four groups: satisfied users of PDE5 inhibitors (the class of drugs such as Viagra and Cialis); dissatisfied users of PDE5 inhibitors; diagnosed but untreated ED sufferers; and suspected though undiagnosed ED sufferers. The respondents were shown a concept about MED2002 as part of the market research though they did not use the product as it is currently in clinical development.

The key findings of the market research showed that the respondents believed that the product, once approved, is highly differentiated from existing products and that its claims would meet their needs. MED2002's rapid onset of action, an average of less than five minutes, was the key feature that attracted respondents to the product and could command a price premium compared with existing ED treatments, which have a substantially slower onset of action.

The Ipsos healthcare forecasting model has been demonstrated by Ipsos to be within 20% of actual sales volumes in 9 out of 10 of its forecasts.


Pipeline
hxxps://www.futuramedical.com/media/144144/Pipeline-2018.jpg

MED2002 (topical treatment for erectile dysfunction) hxxps://futuramedical.com/content/products/med_2002.asp

first patient dosed: in Q3/Q4 2018
Last patient dosed: by end of June 2019
Headline efficacy results: by end of December 2019

CSD500: Erectogenic condom
hxxps://futuramedical.com/content/products/csd_500.asp

Significant milestone achieved with approval of 2-year shelf life approved for CSD500, the erectogenic condom in September 2018. Development now complete. Discussions are ongoing with current and potential further distribution partners on next steps with the product in a number of markets.

Pain relief products: TPR100 (diclofenac) and TIB200 (ibuprofen) hxxps://futuramedical.com/content/products/tpr_100.asp

TPR100 commercial partner Thornton & Ross filed for UK regulatory submission in July 2018.
Out-licensing discussions for TPR100 outside of the UK are ongoing.

[_m_k] 08/1/2019 12:36

on2 were bought by google for circa £100m. did not support editing nor had any of the infrastructure or capability forbidden has built. think the owners are aiming higher and expect that price could have been achieved already if the tech was for sale at that price.

[paulcon1] 08/1/2019 12:29

ChrisC

Agree to a point as 3 x £1m RNS worthy deals in 2019 is entering unchartered waters, so unpredictable.

The fact remains that 3 x £1m deals in 2019 would still make FBT 'break even' (give or take)

GL

[chriscallen] 08/1/2019 12:06

If IM delivers several (3+)RNS wins in H1 at over £1M each annually plus many smaller deals I don't think there will be many sellers at 33p but I'm still not sure how much FBT will be worth if it becomes the standard by which others are measured. Being the standard is one thing, being the dominant supplier is another.

[paulcon1] 08/1/2019 11:48

Bonio

You never know, he may get his 'I told you so' moment!

GL

[paulcon1] 08/1/2019 11:46

McSean

Hope all is good...

Couldn't agree more - 33p values FBT at £120m, which only seems feasible (in the foreseeable future) if the company is in a selling process.

GLM

[mcsean2164] 08/1/2019 11:29

Hi Paul,

Agree fully but given the extent of the dilutions, it'll be a hard to get back to 33p without a buyout.

I was in IBM yesterday meeting with the AI team. We were talking about the $34 billion dollar buyout of redhat by IBM. Redhat does open source linux distributions!
We need a company like that to value our patent and buy the company.

[bonio10000] 08/1/2019 10:40

Don;t tell nickb his 5 years of ramping have been wasted.

[paulcon1] 08/1/2019 09:34

A sobering thought:

Five years ago the FBT share price stood at 33p, today it hovers around 8p (a 65%drop)in that time there has also been 3 x share dilutions...

It really is time for FBT to deliver a positive return to Long Term Shareholders.

GL and IMHO

[cabi1] 07/1/2019 17:31

Thank you. There was an equipment failure at Telehouse today. They are fixing it.

Blackbird Cloud operation is not affected.

Best wishes
Stephen

[_m_k] 07/1/2019 16:11

Updates should not take a site down. Should be content management system with test server to approve changes before publishing.

Unless of course, somebody pressed THE BIG RED BUTTON:

[sickness] 07/1/2019 13:52

I suspect it’s a technical problem, normally an update or news is done behind the scenes and the page added after it’s checked or tested.
If the servers are down does that affect clients using any of the blackbird services?