Deltex Medical Share Discussion Threads

[mrc2u] 27/10/2020 13:45

Anyway, I have held off on LID's interims compared to DEMG's but LID had sales of 6.2m and DEMG of 1.2m. That is five times higherAnd DEMG only needed to have sold 7,000 less to have rounded to £1.1m which would have made LID over 5.5 times higherI get there are different exposures to surgery between the two but DEMG has a great ICU product especially in ventilated patientsSo, why were LID able to generate £2,698k of monitor sales to the NHS in six months, up 12x on previous fist half? And why were DEMG only able to generate monitor sales of £16k, down from £19k?There was a windfall to be had and LID grabbed it. DEMG totally missed it. DEMG monitor sales in the UK were less than 150th of LIDWhy?Because they have spent over a decade failing to develop a new monitor. Why? What are they doing about it? Who is to blame? Who is sorting it out?But maybe also because they don't know how to sell?What is needed is:New chairNew, smaller, boardNew brokersNew monitorNew marketing storyNew business modelLID has done all the above, DEMG none of it and now DEMG have been shown to have been swimming naked for yearsMrC

[gbenson1] 27/10/2020 13:26

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!

[mrc2u] 27/10/2020 10:55

I suppose it is encouraging that these have recovered a little. There seem to be a couple of diehard fans with deep pockets who must either know something we don't or believe they know something we don'tAny clues?MrC

[gbenson1] 27/10/2020 09:28

Pleased to see some buying albeit small trades, won't take much to move the Sp north!

[janatha] 23/10/2020 12:40

Just bought another chunk.

[nobbygnome] 16/10/2020 09:08

Still here but nothing to say. I will be buying a large amount at some stage but currently have a watching brief.

[gbenson1] 16/10/2020 09:04

Mornin janatha, understand where your coming from, most of the bod have bought or been given shares in Lou of wages more recently! Mms here have a strange system - the more shares that are bought they lower the deal price, now over 1m possibly 1.5m share bought and the deal buy price lowers from 1.379 to 1.366 I think it is, no wonder the Sp rarely goes up. We need Nobby back he normally appears when the Sp rises!!

[janatha] 16/10/2020 07:54

Would be nice if the board bought a few million as a sign of confidence in the company.

[janatha] 14/10/2020 12:33

gbenson1 Cheers.

[gbenson1] 14/10/2020 12:28

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.

[janatha] 14/10/2020 11:27

Is 500,000 a buy or a sell ?

[gbenson1] 09/10/2020 10:11

Hi Chris I've been in since day 1, it's just the price action just doesn't follow the Sp even more so in DEMG, they'll use the market sentiment excuse!!

[chrisdgb] 09/10/2020 08:57

As we know it is the kind of share you have to patient with, when it moves it moves............

[gbenson1] 09/10/2020 06:46

With the drop in the Sp late yesterday afternoon I assumed there was a late sell in the system, with yesterday's buys and the previous days circa 280,000 buys, it appears that with DEMG buying shares lowers the Sp, or is it more a case of mm manipulation!! Also feed up of the mms selling shares (buys) at lower than the full Ask price to save them raising the Sp, I realise this is AIM but this needs investigating?

[chrisdgb] 08/10/2020 08:32

Gone to sleep............

[gbenson1] 29/9/2020 12:17

A few little nibbles at this bargain price, if I was a gambling man I'd say the trade @ 1.36 was an internal company buy just like the finance directors trade recently?

[schloo] 28/9/2020 09:36

Sort of. Turner Pope said "the Pandemic may have served to highlight the relevance and opportunity Deltex Medical’s preeminent Doppler technologies presents to a number of larger sector players who may wish to expand their market opportunity into this space"

[chrisdgb] 28/9/2020 08:14

Can't see the note unfortunately but do Turner Pope make any mention that they still think the company could be a takeover target..??

[buywell3] 23/9/2020 06:40

hTtps://www.youtube.com/watch?v=ToQ0n3itoII

[mrc2u] 23/9/2020 06:33

They bought a stack at the start of this year just before sales collapsed so I doubt they know much. More likely this is being done to make us think they know something and stop a wave of selling after the utterly dismal first half performanceOr it may be in a non-specific realisation that they need to make some positive changes and start finding a buyerPositive changes could include:New chairNew, smaller boardNew advisersNew monitorNew business modelNew marketing storyMaybe they are coming but I doubt itMrC

[gbenson1] 22/9/2020 15:15

Finance director David Moorhouse just bought 370,000 shares and I wouldn't be surprised if the other 200k buy @ 1.35 was a bod, gives you faith in the company directors buying, and do they know something?

[schloo] 21/9/2020 12:30

Turner Pope have published a note which echoes my earlier post. Potential for strong recovery with massive catch up needed on delayed surgery and they don't seem too worried about cash with grant money and some US payroll support hxxps://mcusercontent.com/d9ebd7c1aa0f3dbc5fab42eca/files/f66a1f35-38d1-4ff2-8a81-f71a1c03a1a1/Deltex_Medical_21_9_2020_FINAL_BGv2.pdf Apologies if the https gets xx's as can't remember how to fix

[buywell3] 21/9/2020 08:44

htTps://www.youtube.com/watch?v=_oyBnvibWEY

[buywell3] 21/9/2020 08:16

buywell feels a warm glow htTps://www.youtube.com/watch?v=J789GId1kaY

[trentendboy] 21/9/2020 08:11

wow - they have seen the light or realised there is nothing left to fight for