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Deltex Medical Investors - DEMG

Deltex Medical Investors - DEMG

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Stock Name Stock Symbol Market Stock Type Stock ISIN Stock Description
Deltex Medical Group Plc DEMG London Ordinary Share GB0059337583 ORD 1P
  Price Change Price Change % Stock Price Last Trade
0.00 0.0% 1.75 08:00:00
Open Price Low Price High Price Close Price Previous Close
1.75 1.75 1.75 1.75 1.75
more quote information »
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Top Investor Posts

mrc2u: On closer scrutiny, yesterday's announcement raised some alarms.Results next Thursday, 22nd April, but the presentation by the CEO is not until after the AGM has finished on 27th May. We are discouraged from attending the AGM in person but encouraged to vote by proxy in advance and can not ask questions until the investor presentation which is after the votes have been counted.All sounds distinctly Putinesque and we appear to have no opportunity to direct questions to anyone but the CEO. This stinks to high heaven in principle but is even worse when we have a Board of cronies who are well past their sell by dates, have woefully underperformed for years and recently stuffed their faces with cheap shares that they awarded themselves without any reference to shareholders.Plenty of other companies are holding AGMs with proper shareholder participation on zoom. But maybe their boards are not hiding?Any views?MrC
gbenson1: Seems to be a shift in investors, small 30-40k holdings sold out recently and being replaced by 300-400k holdings, bodes well for the future attracting larger holders??
schloo: The non-execs issuing themselves shares in lieu of pay at a small premium offers them the fig leaf of looking like they were acting in the best interests of the company.However, had they followed the precedent set up the previous CEO, who took paper in lieu of pay at a near 500% premium, they would have issued the shares to themselves at 6.5p rather than 1.5p. This would have massively reduced the dilution, clearly been in the company's interests and still left them an incentive to make a gain on the shares by securing a good sale price.That said, this is the sort of self interested behaviour which it has always been wise for investors to follow and I, for one, have swallowed my distaste and bought more shares.
pugugly: Interesting fund raise - Could it be a marker for a possible vulture bid? or due to the relativly low amount of cash raised an indication that there is very little investor belief in a profitable future for the company?
gbenson1: Hi mrC2u, with the Sp in a tight range of 1.15- 1.50 I can only assume the few diehard investors with the deep pockets are here because of ethical reasons not necessarily for monetary gains!
gbenson1: Hi janatha, there has been someone buying in 500k blocks for the last 9 months or so, due to the trade going through at the mid price I would "guess" it was a buy. Over the last week there have been circa 900,000 buys but the Sp hasn't moved, the strangest trades are 2 x 100,000 buys minutes after the close, personally if I buy a share I want to see the Sp increase, why buy minutes after the close?? I guess only a large investor wouldn't want to influence the Sp and keep it low whilst they build their holding. imho.
gbenson1: Lcpl Jones who recently threatened to short the stock really has made a ham fisted attempt, unwhittingly he has only made it easier for genuine investors to purchase stock at slightly lower levels, what a Moby!!
buywell3: mrCU2 If you took the trouble to read buywells posts he takes the 'other point of view' style. One sided views on shares is something buywell does not think is healthy for a PI that wants to become wealthy. This is a post buywell just did based upon on what t0pgrader reported back from yesterdays LiDCO Investor Webinar I hope you find buywells' post enlightening , enjoyable and perhaps informative. You are now coming to terms with the fact that the sale of new monitors is KEY to continued trading buywell notes. Well done Thanks for that tOpgrader : As one would expect buywell will make a few comments a) PI Investors in particular don't seem to grasp just how clever LiDCO HUP model is, if they did they would probably invest. b) Targeting Edwards has been a strategy for a while IMO , makes sense to try to take market share from the USA biggest Hemodynamic monitor seller Going from what you say ; " Primary target market is Edwards (80% US market share) whose technology is inferior in some regards and whose pricing is materially more expensive (x4 per customer)" So edwards is 4 times the price per customer compared to using LiDCO on their HUP offering , hence it has been termed DISRUPTIVE by LiDCO. Sure is , one would imagine edwards is talking about LiDCO now at board meetings seeing how they have effectively cemented their UK Number One position with the NHS for years to come as many of the latest Q1 NHS sales were also on HUP deals,"one third of 200 monitors sold since yr end sold with HUP licences" buywell adds the LiDCO USE sales force can now point out the massively increased dominance that LiDCO has taken via the NHS purchases to combat Covid-19 PLUS they can also point out the new EU guided Hemodynamic therapy as detailed in the RNS today , belatedly added on advfn for some reason it came out elsewhere at 7am. And they can show MASSIVE savings to boot , a Win/Win offering. c) Interesting point about elective surgery. This is the case worldwide due to Covid-19 demands . However the case load of people needing such surgery must be growing now to alarming proportions. Proportions that buywell believes will present a huge demand on resources when Covid-19 goes away. ( And that still could be 6months to 12months to never ) More waves are likely IMO watch the USA now , and once international air travel starts again so will Covid-19 imports. So buywell believes a wave of demand from elective surgery is going to hit as and when such surgeries start up again = A surge in demand for Hemodynamic Monitors. Plus even if Covid-19 keeps hogging resources , at some point NHS elective surgeries MUST recommence , perhaps at private Hospitals or Nightingale Hospitals or similar. d) Board not yet decided how best to invest BS cash to accelerate US growth rate buywell has already covered this one , LiDCO can now cherry pick the very best salespeople that have come on the market , over 30M unemployed and rising, and cherry pick exactly which USA states they see where LiDCO get the very best bang for their buck eg where edwards have greatest dominance. buywell believes also there is room for LiDCO to improve 3rd Party sales So maybe another product or two so long as at least 40% uplift for LiDCO can be made for their trouble and using the leverage that LIDCO now gives others. e) 98% retention rate Excellent and a true statistic which clearly demonstrates LiDCO Technology and the patient outcomes and Hospital savings their products give their clients. Long may such a great %age continue. edwards IMO would give their eye-teeth for that number. f) Underlying GP margin up to 70% from 66% A very respectable 6% increase in GP margin, and looking at how it has been achieved will buywell hopes enable the LiDCO BOD to maintain those aspects/changes/improvements that gave rise to this welcome margin improvement. More working from home perhaps. g) MS emphasised the M&A undervalue of the company The CEO Matt Sassone won't mind buywell saying that his sales nous and considerable experience of sales whilst being employed by our competitors ( as has Shane Doorish) , has been like a breath of fresh air to the company which was IMO very lacking in the sales arena before his arrival. HUP buywell believes was his creation , his disruptive baby , this CEO is now taking LiDCO forwards at an ever increasingly rapid rate. It is no secret that LiDCO is engineering its position in the UK and USA and other worldwide markets in order to get itself acquired . The evidence is out there Look at all the other smaller Hemodynamic Monitor companies that have been acquired at substantial multiples 4X to 7X turnover, some buywell believes actually loss making at the time of acquisition ( perhaps someone wants to do a post on this ) Cheetah UK were I believe certainly not doing very well in the UK for example The latest company acquired by Baxter for well north of htTps:// endole have net assets as: Net Assets £-4.87m -£645.29k (-15.28%) vs previous year Offices - Cheetah › about-us › offices Cheetah Medical (UK) Limited Unit 2, Maidenhead Enterprise Center Cordwallis St. Maidenhead Berkshire SL6 7EP United Kingdom Tel: (+44) 1628 636806 The price paid Baxter puts up $230m for Cheetah Medical - › baxter-puts-up-230m-for-cheet... Sep 10, 2019 - Baxter (NYSE:BAX) said today that it plans to acquire non-invasive hemodynamic monitoring technologies provider Cheetah Medical Conclusions: This current financial year is the year LiDCO will increase turnover substantially IMO as Q1 demonstrates. Sure it has been a great Q1 and driven by Covid-19 demand But who would say now that this demand is going away any time soon ? LiDCO has many other markets to sell into worldwide and all of them now have Covid-19 problems . buywell adds whilst LiDCO has new registrations in Latin America following on from recent registartions in China and South Korea, the Covid-19 situation is now so dire that buywell believes 'emergency registration' can be given by any country to LiDCO if they want to acquire any of range of LiDCO Hemodynamic Monitors Thus conservatory buywell sees Covid-19 related sales continuing till a vaccine has been both found , clinically trialed , manufactured and then distributed worldwide, at least 9 months from today IMO. Then comes the wave of elective surgery demand which has grown over the preceding 12 months to be circa double what it normally would be in just one year, IMO dyor
gbenson1: The mms find themselves in a difficult situation, I believe their trying to fill a large order from yesterday so are keeping the bid high, however because of the TP note and mention of a potential suitor investors are not willing to sell. So the mms need to increase the Sp and bid to flush out any sellers, a quasi tree shake!
gbenson1: DEMG for some strange reason doesn't seem to trade with large investors until around 1045-1100 hrs so expecting a few lumpy trades in the next few hours imho!
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