Deltex Medical Share Discussion Threads

[gspanner] 08/4/2018 08:43

Gava, i apologise if I have offended, you must be a very hard working anaesthetist - but clichés only exist because they are partly true. I’m afraid the alias gives away a medical or Pharma connection. Gabapentin used mainly by neurologists or pain control specialists (usually anathetists), perhaps palliative care.

Oh couse I may be wrong. Would still be interested to know if you had used the kit.

[buywell3] 07/4/2018 15:06

is one

it works when used on patients ?

or

it works.

[gavapentin] 06/4/2018 20:33

You have made 2 assumptions there

[gspanner] 06/4/2018 14:32

Seriously though gavapentin, have you seen the kit working/used on patients?

[buywell3] 06/4/2018 11:06

wonder if he was still woozy /under at the time he pressed the button ?

[gspanner] 05/4/2018 14:37

Ha! Knew there must be an anaesthetist invested here!

[gavapentin] 05/4/2018 14:22

You are your name, Spanner

[gspanner] 05/4/2018 13:34

‘In the control group, intraoperative fluids were given based on traditional principles’...

So the anaesthetist glancing at the patient and barking an order for more Hartman’s to the ODA between newspapers then.

[bypooh] 04/4/2018 11:56

It seems that they are repositioning the sales proposition towards a fluid and drug combo - the Fedora study strongly suggests that it is the timing of fluids and drugs administered, rather than the total amounts which are broadly equal in the control and intervention groups, that makes the difference. They are now calling it goal directed haemodynamic management as opposed to fluid management in an attempt to make the distinction.

[gavapentin] 03/4/2018 18:40

hxxp://bjanaesthesia.org/article/S0007-0912(17)54207-5/fulltext

Who said I only post negative comments? ;)
Enjoy

[bigt20] 26/3/2018 23:09

You surely don't believe that technical analysis applies to low volume stocks such as your typical AIM stock?

[buywell3] 23/3/2018 18:01

Look at the chart

Then take a look at this




A pennant pattern event has already taken place here


Another is now underway





dyor

[yump] 22/3/2018 08:36

They don't really get contracts as such. The only thing of interest is whether US probe use is growing significantly, as that is where the eggs are. There's enough US accounts to conclude that if probe use isn't increasing well soon, the model isn't viable.

Seems a long time (5+ years) since the idea that rapid increases in probe use would lead to rapid increases in bottom line (because of fixed overheads and mainly fixed cost of sales).

Still would, except there's been no evidence of any sustained increase at all.

There's not going to be a big share-price changing contract announcement, so imo no 1980's 'great opportunity' ramper is going to pump it just because its 'only' a 1.5p share.

The only thing that will move it is decent probe use increase and not many investors will bother to understand the implications of that.

I recommend anyone to look at the price per probe (from all the past data), look at the cost of sales and the admin. costs (reductions this year), then see what sort of probe growth would be needed to get anywhere near a profit.

If growth of probes increased in the US by say 10% a quarter, compounding over a year would have a huge effect, its just that it ain't happened at all yet.

You can work out what you would expect (like) from the next announcement in terms of probe use growth, then when it comes out you'll know if its meaningful or not.

[chrisdgb] 22/3/2018 08:01

Presumably results in the coming weeks, will be nice to get some further contracts.........

[gspanner] 13/3/2018 15:51

Tried to buy with 1.4 limit Fri/Monday not filled, but filled on open market tad under 1.4 today.

[gspanner] 13/3/2018 15:37

Well thought this looked like a good ‘recovery play’. Quite interesting proven technology, some cash to keep them going now. Manufacturing seems relatively sorted. Model where capital cost of hardware/kit is relatively cheap but each ‘probe’ costs a fortune usually more likely to be adopted.

I agree NHS adoption is a problem because no one clinical group will save the money (I know, what about the patients I hear you cry), but could be very big in the US and parts of Europe where the bed saving will give clear ROI.

Another one of those promising AIM companies finally ready to go where lots of stale bulls leave in disgust just after fundraising and before the interesting growth of business/sales/ ?profit? part.

[wigwammer] 05/3/2018 11:00

Buywell. No response. Nice and bullish :)

[yump] 04/3/2018 13:58

I think he might have bought because on any sign of profit in the next 5 years, this share price will be peanuts. Depends what your average price is of course. For the placees its very low.

Directors have longer timescales than pi's. If you thought you'd got a chance of profit in say 3 years, you'd just stick a few figures in and then see what 1.5p looked like as a share price.

We can do that as well, although its not much consolation if your average is 10p (I have no idea what mine is as stopped taking any notice a while ago!)

[wigwammer] 03/3/2018 19:14

Management wanted to buy more shares but were scaled back due to excess demand.Buywell - do you think Ewan, who knows more about the business than any of us, bought shares because he thinks they will decline in value?

[yump] 03/3/2018 17:27

I don't think the problems with the NHS would be solved by offering them anything cheaper as it appears that the issue is with implementing anything at 'pace and scale', as they were supposed to be doing. Its simply that budgets are not available based on an overall saving across departments - only if the department that uses whatever, gets the financial benefit.

[parsons4] 03/3/2018 08:51

The fact that the Directors put significant monies into the placing is obviously a big plus. Having attended the last AGM I came away very impressed with the BOD. They don't seem to waste money, they don't have fancy offices or drive fancy cars. The fact that they raised such a large amount (£2.9m) tells me that the company is turning the corner. I have always believed that this is a T/O candidate because a larger outfit can pull strings and probably offer the NHS such a good deal that they couldn't refuse, which would of course increase the turnover substantially. Coupled with the growth in the States and parts of Europe this could easily become a £10m to £15m turnover company. All with a market cap of £7m !! I am £11k under water with this one but I will be increasing my holding on any setback !!!

[zho] 02/3/2018 17:45

Bscuit - no

[bscuit] 02/3/2018 17:05

TC - does DEMG operate in the same space as Oncoprobe did?