Deltex Medical Share Discussion Threads

[trotterstrading] 24/5/2016 13:32

If we crack 5p we break a downward trend in place since 2011!

[trotterstrading] 24/5/2016 13:30

I'm no top notch chartist but I'll give you what see. You've got a fair bit of resistance around the 4p area that it's sitting at right now. If it pushes through that you're looking to get to around 4.75p - 5p and you're going to hit a major downward sloping trend line that his been in effect since 2011. If you manage to break that, longer term I'd be looking for it to hit the upper downward sloping trend line. Please note this graph is a WEEKLY graph - I had to use this as the trend line goes back so far.

[djgrantb] 24/5/2016 13:21

Institutional investors back from lunch, onwards and upwards..

[fozdad] 24/5/2016 12:29

Here's one -

[...]
discusses-the-company-s-breakthrough-blood-monitoring-device-4418.html


"Once you've got a business that is cash generative, growing with sustainable growth then other technological businesses will pay an awful lot of money for it"

[trotterstrading] 24/5/2016 12:28

I think the company will be an obvious target, depressed share price and rapidly growing business in the biggest market in the world for our products, add in solid European growth and you don't need to be a genius to work it out. All signs are pointing to a recovering business. Yes there are some risks of course but downside is limited at these levels IMO. Whereas upside is not priced in at all.

[fozdad] 24/5/2016 12:10

Hi TC, glad to see you're still around.

I'm sure I'm not imagining this, but I can't find the presentations at the moment where I heard it.

But if I'm not mistaken, I recall Ewan talking about other companies being on the look-out for cash generative medical companies and how they are valued. He may have just been giving examples of how Deltex could be valued in the future, but I had the impression he was talking about takeover values.

I'll have a look later and see if I can find the presentations.

[djgrantb] 24/5/2016 11:47

From the trading patterns this morning someone is buying then averaging down to keep a cap on the share price rising even further. imho.

[the count] 24/5/2016 11:36

--->FOZDAD

What hints of takeover have the company dropped exactly?

I wasn't aware of anything more than it always being a possibility.

Regards,

THE COUNT!

[fozdad] 24/5/2016 10:06

Certainly a bit more buying in evidence today. The first of two major studies is due in early June and maybe more platform accounts?

The company have dropped enough hints that a TO is likely when they demonstrate cash generation, so I'm also expecting it but my expectation is for a little longer than the next few months, maybe within a couple of years

[trotterstrading] 24/5/2016 09:03

Clearly very little stock about.. Quite possibly a leak? I see Deltex as a huge T/O target in the coming months with US business gaining attention.

[djgrantb] 24/5/2016 09:02

Somethings been leaked!!

[trotterstrading] 24/5/2016 08:56

The share is way oversold IMO plenty of good news on the way. Study results also due in the next week or so

[djgrantb] 24/5/2016 08:41

Nice buying this morning, is Positive RNS in pipeline?

[arf dysg] 19/5/2016 16:22

LiDco announcement of 16/5/2016:

"the LiDCO IM non-invasive monitor"

I'm so glad that they're not trying to insert a monitor into patients.



"Matt Sassone, CEO of LiDCO, commented: The USA is the largest and fastest growing market for hemodynamic monitoring...."

How interesting that Deltex's growth in haemodynamic monitoring in the USA is being claimed as a positive point in LiDco's announcement.

[doglover2003] 18/5/2016 11:00

"Any health professional who is considering departing from NICE guidance may wish to discuss the issue fully with the patient and/or their guardian or carers and should keep a record of his/her reasons for taking such a decision in the patient's notes."

Dr Paul Colbrook, medico-legal adviser at the MDU, Doctor magazine special report, March 2002.

Although written in 2002 this is an interesting observation on the status of NICE guidelines. Clinicians beware.
As evidence accumulates the anti-IOFM lobby position will become unsustainable.

[trotterstrading] 13/5/2016 12:51

I'm surprised the NED's taking stock @4p over cash has not caused more interest?If we have not already seen the bottom we must be very close to it IMO.

[trotterstrading] 12/5/2016 20:37

Did anyone go to the AGM today? Did they have a Q&A session? Any feedback?

[yump] 12/5/2016 16:47

In the absense of anything more exciting, use of the word 'duly' is quite curious.

Is it just left over formality and if so, why was it there in the first place.

What about 'Your comments are duly noted'. Sounds slightly deferential, although the outcome is the same.

[arf dysg] 12/5/2016 15:06

All that wasted effort!

Everyone writes the word "duly" in the announcement. Perhaps the brokers or NOMADs are paid by the word.

[fozdad] 12/5/2016 14:31

or you may just be over-analysing things ?

[arf dysg] 12/5/2016 14:29

What's the difference between "the resolutions were duly passed" and "the resolutions were passed" ?

I thought that a resolution was either passed or not, so the word "duly" is meaningless.


I suspect, in this case, "due" or "duly" are related to "du" which is the (French) past participle of devoir, often translated in English as "ought" or "must" or "have to", as in "the resolution must be passed".

Ergo, "they passed the resolution with undue haste" could mean unnecessary haste, unseemly haste, or the sort of highly irregular haste which hints at dark doings.

[trotterstrading] 12/5/2016 09:38

Directors taking shares in lieu of cash payment. Good sign

[arf dysg] 12/5/2016 09:24

AGM statement:

"The Company expects the results of two important new trials to become public in each of early June and early July"

Jolly good...


"and anticipates that these will reinforce the unique benefits of ODM,"

I certainly hope so...


"as well as giving Lidco another opportunity to shout about how this proves that their haemodynamic-monitoring system is the greatest medical advance since the abandonment of leeches."

That's an unusually frank comment for an AGM statement.