|Deltex Medical Group
||EPS - Basic
||Market Cap (m)
|Health Care Equipment & Services
Deltex Medical Share Discussion Threads
Showing 18776 to 18799 of 18800 messages
|I wonder what percentage came from the first few.
Looking back, I seem to remember that a big chunk of US sales seemed to come from a few early accounts. I've lost the data now, I'm sure it was in a post and it looked like subsequent accounts were slower.
Trouble is, there's monitors in there as well, its pretty difficult to extract anything meaningful, so I suppose its just a matter of waiting for results.|
|Some commentary by Phillips here:
Of course, anything he says has to be taken with quite a lot of salt, so when he talks of being close to operational cash break-even, he probably means a year or so away and that by excluding some bits and bobs.
Of particular note is the comment that 80% of the probe revenues in the US come from 10 hospitals, the other 20 'platform' accounts providing the remaining 20%, or about £20k each per annum. Rose-tinted, that suggests they can catch up with the early adopters. More conservatively, it might be difficult to get take-up to a reasonable level even once in a hospital.
The consistent reference to cash, over the last year or so, does seem to suggest that the penny has finally dropped, and that this time they may have actually made real reductions in expenditure. The £200k from these monitors might give them another month or two breathing room, but I think it would be unsafe to assume that their liquidity is adequate.
The finals will no doubt clarify things a bit, but I suspect that the spin will be very much on the other 20 accounts catching up.
They might really, really break even next year, but given the history ...|
Promising regarding the UK. Not just replacement monitors but also some additional ones. Took me a little by surprise. Hopefully the bottom has been reached in the NHS.
I wonder if some of the recent flickers of life we see in the NHS may be down to the head to head trial with LID as well as other recent positive trial data. Hopefully starting to turn a few doctors' heads.
|It is interesting that the RNS shows that Monitors being paid for in USA in stead of being supplied by DEMG without charge but with a higher probe sales price per unit|
|I just did at 4.14p GLA|
|They must be getting so close to break even. The NHS order is also encouraging. If this leads to a recovery in NHS orders the this one will fly. I am tempted to top up again !!!!!|
|Encouraging RNS, we'll see how the markets take it, if we do rise? we need to hold onto it, instead of giving it all back by end of day!!|
|Annual Result - last two years:
20/4/16 - delayed due to fundraising etc.
I hope this helps.|
|When will the full year results be announced ?|
I suspect any good news will come with the RNS regarding the 2016 full year accounts.|
|....desperately need an RNS that helps bottom line immediately.|
|Someone seems to think 4p is a good investment, but we need to get out of this range we've been stuck in for too long, good RNS might help...|
|Well the net result of the buying and selling at historic lows has been nothing for the last few days, so for every seller who has got bored, a buyer thinks its near the bottom.
At the moment it seems to be a firmish bottom, rather than a wobbly one, so the interpretation could be mildly positive.
At some point, if there is no more bad news for a share, the continual drops stop. Then it takes a while for the buying to outweigh the selling.
Back in August/September there was more positive news on US, which appears to have caused a small spike, but the effect of that and the UK on the figures was unknown. Now things are a little more certain and the actual business problems caused by the UK falling, look likely to stabilise.
Its possible the previous bad news and problems are all in the price at last and now its just a question of waiting for the results to show revenue starting to grow.
I hope so as got quite a few around 4p now, on the basis that I think any tangible improvement will cause a rapid share price rise which will not come back down again.
Fingers and other stuff crossed !|
|It's not a good sign when investors are selling at near historic lows, they've either finally lost patience or don't see any upside, alternatively it might be someone keeping the share price artificially low to get an entry point, trying not to get emotionally attached to a stock.....|
|BigT20, thinks it's been broadly discussed on here UK sales (NHS) is a difficult organisation to crack , I'm not holding my breath for increase in UK income, thinks its US and ROW. All buying is good buying!! imho.|
|gbenson16 Feb '17 - 11:35 - 8613 of 8615 0 0
........., break even will come sooner rather than later,
--> depends on whether the UK sales stabilise and non US growth (as we know the US is growing).|
|If I was a betting man, looks like someone's trying to get the Sp down before a chunky buy??|
|A rise in the share price would be nice, break even will come sooner rather than later, we need to be pushing PR and sales more in the US to get on the radar, someone is building a stake?|
|I predict a takeover will come as soon as they pass break even !!!!|
|Nice few buys this morning, expecting positive RNS soon..|
|...and another one from Oscar Wilde:
I have nothing to declare but my Guinness.|
|Still a good buying opportunity!!|
|We may be lying in the gutter, but we are looking at the stars.|