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Sphere Medical Share Discussion Threads
Showing 1026 to 1048 of 1050 messages
|There is very little on the offer side now...about 25,000 @ 10.50p and a few more at 10.60p.....so the large chunk that appeared to be there a week a go is gone....I could sell about 200K @ 10.17p
Quotes and trading in this stock makes no sense at the best of times....|
|I asked for a on-line quote as well today for selling 300k and was offered around 10.15. Suggest to me Winterfloods want stock.
If we get some newsflow we will be on our way|
|It is a tad bizarre indeed.
Perhaps news is imminent....and someone wants to take advantage of the lack of interest and trade. While the offer has been dropped the bid is unchanged. Any small amount of positive news on sales could be a catalyst for the sp, as nothing positive is priced in at this level......
A launch date coupled with a sales announcement would be nice for starters......|
|Yes Del, it's a bit strange as I am still being offered 10.33p for 200K and 10.188p for 240K (which is my entire SIPP holding), so at least one of the MMs is either short on stock, or wants to accumulate on behalf of a willing buyer.|
|Well looks like the sellers are starting to nibble away at that 200K on the bid.....|
|I tested that once before through my broker and it was never met!!
Also it is usually outside the quoted bid but I notice this time it isn't!!|
|There seems to be a lot of liquidity at the moment if you want to sell, I'm being offered 10.345p for 200K shares online in the SIPP. What's that all about?|
|Yes Del, it was unusual, no one else wanted to take the mic, so I just kept on going and managed to get most our questions in which resulted in recorded answers, so that was a bonus!|
|Cheers Tim....you wouldn't let go of that mike....LOL....
|The video of last week's Shares Mag presentation is now available here:
|Great info Tim especially about the venous gas!!!
Thanks so much...
Will copy some of this to LSE...
Would have been bowled over if there had been...:-)
Look forward to any nuggets you have...|
|No new news from this evenings meeting needless to say, but I did pick up a few interesting nuggets. I'll write up a few notes tomorrow.|
Makes sense looking at it like that.....Well if you do pop along, I would again appreciate your take on the presentation, although I suspect there will be very little in content from the most recent one.....
|>>>>Del, I suspect it's a case of damned if you do, damned if you don't.
Apparently these events do not cost the company's very much, although they are quite coy about exact amounts, for example, a years coverage on Proactive (with interviews) might be a very low five figure sum, whereas a PR agency might cost £50 - 100K per year and a paid for research note with updates between £10 and 20K. these are just my guestimates based on conversations I have had with various people at these sorts of events.|
|Tim....you have been to a few of these presentations....do you think they do any good?
I have never noticed any interest in the share price after these meetings....but was just wondering what your take is on them....
|Good questions Del, I doubt if I'll get a straight answer on funding requirements, or director share purchases, but I will certainly ask.|
|Hi Tim and a belated thank you for your report from a few weeks back. I have been away on a long trip recently.
1. What date and at what event will Proxima 4 be launched at?
By the end of the year is just vague at this point.
2. How difficult will it be to gain any sales traction even with the CE approval?
3. While we are moving away from a purely R&D company....how much more funding does he believe will be needed to keep the company afloat until incomes flows in?
4. Just how protected are our patents and IP rights?
5. Other then through Open offers, are any directors likely to buy into SPHR at these prices and if not, why not?
6. Where does he expect to see SPHR one year from now?
Just a few thoughts Tim...I would expect a straight bat to be played against most if not all the above.
Thanks again Tim....|
|Wolfgang is on again on Thursday. I wonder if he will have anything new to say?
I'll go along anyway. Any requests for questions?
|Morning. Short TV clip with Wolfgang, highlighting CE mark and European launch:
|A few thoughts from the other night from me.
This was the first time I have seen Wolfgang present. He came over well and is clearly a man focused on making the product successful. There was nothing "new" in the presentation although the issues were positioned well.
Having heard everything he had to say and read just about everything on Sphere that is available this is my summary:
P3 - Wolfgang inherited from previous management a product that wasn't really ready for market. Technically it works but is difficult to set up, digital display not very user friendly and has a limited number of potential patients in ICU. Low numbers of patients means that although nurses trained they are likely to unlearn set up process as gap between new patients too large (can't tell you how much we have under-estimated this in our musings over the last year). Product was never going to sell except to a few teaching hospitals as not easy enough to use in the real world.
P4. Set up much easier, digital display issues fixed but more importantly with a four-fold increase in patients nurses won't unlearn as will be using P4 on a steady stream of patients. imho P4 will sell and the sales curve growth will be steady and consistent. (exponential as once a customer is on board, retention will be 100%).
I am unable to predict how fast the sales growth will be, but I do hold the view that once it starts it could be very fast.
P4 is already being "soft launched" with existing customers.
P4+. If P4 isn't a killer product flying off the shelves this will be. Additional analytics, improved and more automated setup. Monitor will have better alerts and chart trends. Or put another way, not all the feedback improvements from P3 have gone into P4 as some are "nice to have", some simply too difficult to put in given the time and marginal benefit. Think of P4 as an iphone 5 (perfectly good and wouldn't want to be without one) and P4+ as an iphone 7 (latest thing with everything you can ask for on it)
In conclusion I walked away feeling good about Sphere and am rather hoping in 6 months time we are discussed manufacturing capacity problems as the things are selling so fast Sphere can't keep up|
|One other thing I forgot to mention.....
Meeting attendees each received an updated research note from Trinity Delta (see abstract below) which can be accessed from here:
You will need to register to access the full report (but it's free).
The CE Mark represents Sphere Medical's transition from a promising technology platform into a commercial organisation. The initial launches of Proxima 4 across major European markets are expected before end-2016. Gaining meaningful sales traction will require well-connected local marketing partners. An Italian distributor is already in place and additional partnerships are expected during the coming year. The reduction in investment risk sees our three-phase DCF-based model valuation increase from our previous £21.8m, equivalent to 15.4p a share, to £30.2m, equivalent to 21.3p per share.|