Deltex Medical Share Discussion Threads

[gbenson1] 21/2/2019 17:02

Thanks for that poem Arf, perhaps DEMG are going into orbit of another Galaxy, after those 2 nibbles after the bell?

[arf dysg] 21/2/2019 09:57

O foetid gruntbuggly,
Thy micturations are to me
As the political machinations
of the ERG.


Stangely, looking up "O foetid gruntbuggly" on Yahoo gives the reply "Your search did not return any results because SafeSearch is on". Has Vogon poetry made it on to Yahoo's list of naughty words?

On Wikipedia, this poem ("Ode to a Small Lump of Green Putty I Found in My Armpit One Midsummer Morning") is not as I remember it from the book. Something is amiss.

[mrc2u] 20/2/2019 17:34

GB1Thanks for pointing that out. I had missed LID's latest update, not to mention their earlier warning late last year. They have been lucky not to be hammered for a double dip.What price a get together of LID and DEMG? And which should buy the other? Or should it be the other way round? Or even vice versa?Questions, questions, questions and very few answers, but mustn't get back to Brexit in case BigT is really really bigMrC

[gbenson1] 20/2/2019 14:24

A company in the same space as DEMG had a terrible trading update this morning, wonder if any of their shareholders are now looking here, they've had a few sellers!

[bigt20] 20/2/2019 13:53

mrC2u
5 Feb '19 - 14:20 - 9718 of 9733

Naughty, naughty, no Brexit comments here please. Could you please use the UKIP or EU thread for that sort of thing.

Thank you!

[trentendboy] 07/2/2019 10:52

Arf - good to see you checking in on the thread that called it....

[willib2] 06/2/2019 17:08

Arf, my goodness that was back in Jan 2018, do I assume that you have been missing my
company.

[arf dysg] 06/2/2019 14:45

willib2 (172)

I know it was ages ago, but a lesson is a lesson.


"I feel for all those that got sucked in to the RICHES JUST AROUND THE CORNER RETORIC."

Actually, it's spelled "rhetoric". If you read "Asterix and The Goths" you will discover this in an amusing and memorable way.



By the way......


This has always been a jam-tomorrow company. But this is going to change, because tomorrow, my friends, we will have Jam!

[arf dysg] 06/2/2019 10:06

The entrant for shed of the year 2012 has a name painted in yellow. Does it, by any chance, say:

Stubbs Arm's

???

I imagine that a man who can afford fifteen million shares would have had an expensive education, possibly (by my vague guess of his age) in the days when punctuation was taught. However, he has a superfluous apostrophe after the word "Arm". Did he not learn anything in school?



By way of example, there are many pubs called "The King's Arms" (and most likely we have all seen several examples of this) showing the correct way to do it: the arms belong to the king.


I don't know if "arms" means weapons, or simply a warm welcome.

[gbenson1] 06/2/2019 09:47

Perhaps it's an omen, he's looking to make shed loads of money from DEMG lol. Anyone else any inside info on Michael Stubbs? There is an Australian Dr but he's into sleep deprivation ENT.

[arf dysg] 06/2/2019 09:16

Here is today's announcement in five lines instead of about five hundred. I suppose it would never occur to those bureaucrats to publish actual information, rather than just white noise. Are these (presumably highly paid) bureaucrats:
(a) trying to make it difficult to get at the actual information;
(b) unable to tell the difference between information and a stinking pile of pig manure?


Deltex Medical Group plc

Michael Stubbs

threshold crossed: 3 December 2018
notified: 5 February 2019

Resulting situation 15,950,000 shares (3.18%)

[western flyer] 06/2/2019 07:31

Good update but no meat on the bones per say

[gbenson1] 06/2/2019 07:27

Sorry about 2 weeks reference guys, it's another of my shares thats suddenly awoken from a deep slumber, it's an age thing!! Deltex results due in 7 weeks+.

[gbenson1] 06/2/2019 07:16

Another day another RNS, Michael Stubbs holding of almost 16,000,000 share or over 3%, albeit a late notification, can't see him on the BOD, does anyone have any background on Mr Stubbs. Nice to see large holdings, it increases confidence in the future of the company, think its going to be an interesting RNS in about 2 weeks!!

[mrc2u] 05/2/2019 18:57

It wouldn't be illegal and will be subject to audit (by new cut price auditors) but he must have a far better idea than us of what was so exciting about final quarter sales and cash.Whatever, it was a big buy, avoided overhang and follows a bold prediction that DEMG will be EBITDA positive in 2019.If he can sell at a paltry 6p later this year he will make over £400,000 on this buy and cash in about £4m overall.Which is more than I will get, in fact lots more.

[arf dysg] 05/2/2019 16:56

"BK buy" ? I note that B and N are next to each other on the keyboard: maybe you meant "NK buy".

I agree about the 60 days: if he bought because he knew of something imminent, that would be insider dealing and therefore illegal.

[arf dysg] 05/2/2019 16:36

...if you D serve it.


Post-operative delirium

hxxps://medicalxpress.com/news/2019-02-anesthesia-surgery-doesnt-post-op-delirium.html

Funnily enough, monitoring patients _during_ surgery leads to fewer deaths _after_ surgery. Sounds like an important principle. Someone should be told!



"Delirium [...] is common after surgery. It is unpleasant but almost always temporary"

"When older adults have major surgery, one in four of them experiences delirium."

I don't think I'm an older adult, but I do know some ways of inducing delirium, specifically delirium of the pleasant kind.



Post Script

Some deaths do occur after surgery.

For deaths which occur _before_ surgery, see the story of Burke and Hare.

[mrc2u] 05/2/2019 15:58

What will B will BMrC

[arf dysg] 05/2/2019 15:40

Perhaps the MrE will be solved if we just wait and C, Mr C.

[mrc2u] 05/2/2019 15:07

Keep taking them then. To me they are a MrEMrC

[arf dysg] 05/2/2019 14:57

mrC2u (9718)

"Having positive EBITDA does not mean that interest has to be higher than EBITDA."

...however, having an embarrassingly large interest payment might provide a MOTIVATION for quoting EBITDA instead of just E. If you see EBITDA, you might suspect that E by itself wouldn't look so attractive.



I do like Es.
Es are good.

[mrc2u] 05/2/2019 14:20

Glad you have worked it out at long last and now agree. Having positive EBITDA does not mean that interest has to be higher than EBITDA.Thanks too for sharing your self-diagnosis. Personally, I do not believe that the world is full of idiots. In fact it was only 52% who were idiots at the last count.MrC (taking cover, so long as it hasn't all been stockpiled)

[smithie6] 05/2/2019 13:09

"mrC2u28 Jan '19 - 22:32 - 9704 of 9716
0 0 0
Thank you. So, contrary to Smithie’s troll, interest does not have to be bigger than EBITDA just because EBITDA is positive.

MrC"


is the world full of idiots ??

----

'EBITDA is +ve
so
I > EBITDA
or
I < EBITDA'

madness

(what really matters is profit after interest, tax and arguably also after depreciation (since if equipment and any intangibles are reducing in value every year then that is a real medium term cost (old out of date equipment will have to be replaced after X years)

interest costs are a real cost
tax is a real cost