Deltex Medical Share Discussion Threads

[bigt20] 01/12/2015 03:37

Thanks Daz.

[daz] 30/11/2015 21:25

I went to the Proactive presentation a few weeks earlier BigT, I think the one above would have been very similar or even the same.
Ewan makes no bones about the NHS not going well but is very confident on the US, the accounts maybe taking longer to come through than everyone would like but nearly all go from the evaluation through to procurement, so it does seem a matter of time and being patient.

[bigt20] 30/11/2015 20:12

Calling planet earth...........

Is there anybody out there?


Lol!

[bigt20] 30/11/2015 18:38

Aim_Trader 11 Nov'15 - 13:27 - 7624 of 7649 0 0

Ewan Phillips, CEO at Deltex Medical, will be presenting to investors on the 23rd November at the Biotech Capital Conference in London. To register to attend, please click here:

Did anybody go?

[bigt20] 30/11/2015 18:32

Courtesy of Seadoc on iii:

[bigt20] 25/11/2015 17:45

and we are going to create more home grown nurses by taking off the number limits regarding nursing students (didnt realise there were limits until todays statement by Chancellor Osborne).


Source:
section 1.1 on page 31 of the following document (page 37 according to the PDF reader)






Given the former restrictions on non EU nurses and student nurse numbers no wonder the NHS was facing high agency fees for staff.

--> Hopefully this will mean more money to buy ODM and probes!

[bigt20] 24/11/2015 03:19

NHS to get a £3.8Bn cash increase next financial year (start 6th April 2016):



And they have already had:
... '£1.8bn extra ministers gave the NHS this year'


and they may save £1Bn over three years by having a cap on agency costs

--> I believe central government may have finally relaxed the stupid rules on blocking
the appointment of qualified nurse from non EU countries. That will help too.

[bigt20] 23/11/2015 19:04

Todays RNS is good news

[gnnmartin] 23/11/2015 13:39

I think your missed the ironic type face.

[ramnik007] 23/11/2015 07:39

Another positive step in the right direction, with hopefully many more to be announced leading upto Dec 15.

[doglover2003] 21/11/2015 18:47

bypooh

De gustibus non est disputandum

[bypooh] 21/11/2015 14:09

'Deltex has sufficient cash and is trading profitably'

An outrageous remark, flying in the face of the evidence.

[yump] 20/11/2015 15:31

Classic DEMG today. What looks like a good or at worst 'flat' announcement and the price drops.

Its as if each RNS draws investors attention to the share having forgotton about it for a while and after another bit of thinking, another few investors jump ship.

[doglover2003] 20/11/2015 13:34

DJ Trading

As you say you're "not following these anymore"

Tell us something we don't already know.

Current trading or anything else?

[dj trading] 20/11/2015 13:06

Doglover _ I'm not following these anymore but a quick inspection of the accounts suggests the cash position is dire.

Cash
Jun 14 £4.2m
Dec 14 £2.9m
Jun 15 £1.3m
Dec 15 not a lot!?

And borrowings - now shown as a Current Liability - £1.7m

[doglover2003] 20/11/2015 12:20

gnmartin

"They need more money, and they are in a self fulfilling spiral"

outrageous remarks unsupported by evidence.

[gnnmartin] 20/11/2015 11:59

The RNS supports the ethical and economic imperative for fluid management, but I fear that it won't save DEMG. They need more money, and they are in a self fulfilling spiral of decline.

[bigt20] 20/11/2015 11:50

Au Digger,

I disagree, that RNS is not confusing. If you don't control fluid levels ie levels too low or too high, then you may have complications and stay in hospital longer as a consequence (and that costs more).

[audigger] 20/11/2015 11:19

I thought the rns was more confusing than positive. Certainly hasn't stopped the share price sliding further

[djgrantb] 20/11/2015 07:38

Ramnik007, indeed good news flow, might be nice if it affected the sp, which is near a 3 year low, I'm an ethical investor but that alone doesn't pay the bills.

[ramnik007] 20/11/2015 07:23

Positive news flow: hopefully helps ramp up US sales.

[bigt20] 19/11/2015 16:16

A response was sent and another one will come hopefully next week.

[doglover2003] 13/11/2015 17:38

BigT20

Have you seen the emails I sent you over last two weeks?
No reply?

[doglover2003] 13/11/2015 17:36

Daz

It would take 27 USA DTA's at 100 pcm to totally replace NHS annual probe consumption 2014.

Deltex is targeting an increase from 4 in January 2015 to 30 by mid 2016
an increase of 26. If achieved, that would be not bad for 18 months!

Whilst there are costs attached to developing these initial accounts, I think
that it is pretty clear that expansion in the USA at this rate of progress will very quickly dwarf UK as a market.

According to EP interim presentation small increase in NHS sales July and August.

[bigt20] 13/11/2015 16:11

Daz,

The sooner this company builds up in the USA., France and other markets such as Canada and Spain the better.....we can leave the NHS behind us.