Deltex Medical Share Discussion Threads

[nobbygnome] 28/4/2020 11:06

I hold over 4 million so yes still here. Bought another 200k this morning.

[slinkyj] 28/4/2020 11:05

Good good, I got in earlier with a punt thanks to his whisper in SNG board. Still in SNG, but sliced some profits from hemo earlier and wanted to put it to some good

[tickboo] 28/4/2020 10:41

I hold 500,000 here which was put on my radar by Nobby so I'm pretty sure he does hold and thanks for the tip/heads up to me and others. I think the spread is ridiculous and although will be tighter in reality (dummy buys) they really need to sort it out.

[gbenson1] 28/4/2020 10:36

DEMG for some strange reason doesn't seem to trade with large investors until around 1045-1100 hrs so expecting a few lumpy trades in the next few hours imho!

[slinkyj] 28/4/2020 10:21

You still invested here Nobby?

[mrc2u] 28/4/2020 10:20

Nearly 1m buys so farThink you might be right in which case we might dare to hope for a decent tick up before a lovely leisurely lockdown lunchMrC

[trentendboy] 28/4/2020 09:02

Still the more appropriate thread title for this shareThe LID gap remains high

[gbenson1] 28/4/2020 07:50

Given the very positive TP broker note I expect plenty of buy volume today as investors/institutions wake up to DEMGs potential. The large buy order I mentioned yesterday I feel is still being worked by the mms so the bid/sell price will be held high so mms can obtain stock, imho!

[garth] 28/4/2020 07:33

Thanks Nobby.

G.

[nobbygnome] 28/4/2020 07:21

Yes an awfully long time; the header was written in 2011. All the way up to 30p and back. However, I bough £60k of shares in the fund raising 2 years ago at 1.25p and have traded the shares profitability frequently so break even for me is now at about 1.5p. A take out at around 4-5p would go down very well with me.

[garth] 28/4/2020 07:19

Nobby,

you have been in these a long time. When was the header text written? - I took a stake following the results but want to get a better feel before increasing.

Thanks,

G.

[tickboo] 28/4/2020 07:18

No worries and unfortunately given the necessary demand given the global crisis I imagine the more they're used given it's an incestuous filed word will get around more and more. I can only see, as suggested demand will continue to rise and surely Deltex will be getting on some radars with deep pockets.

[nobbygnome] 28/4/2020 07:09

And buywell did you see the TP note suggesting DEMG were ripe for a takeover because of their novel technology? Nothing about that fro poor old LID. it is becoming increasingly clear that DEMG is the strong buy and LID are ridiculously overvalued. Buy the former and sell the latter is the obvious conclusion, although no investment advice intended!

[chrisdgb] 28/4/2020 06:15

Cheers for the note, very interesting and whilst we were probably on a long term, steady recovery, this is now a game changer.....fascinated to see the takeover likelihood rise as well....

[gbenson1] 28/4/2020 05:26

Thanks for the Turner Pope broker note, very interesting, I found it had more detail than the RNS but I guess the company can't speculate or offer potential outcomes. I particularly liked the "may" be susceptible to a predator/takeover?

[buywell3] 28/4/2020 04:48

buywell is slowly bringing you guys to the light it seems so a little treat.

On Covid-19 topic , buywell thought you guys would like this :

According to the Ultraviolet Germicidal Irradiation Handbook, one minute of UV-C light sterilizes more than 90% of [other versions of] the coronavirus. Tests conducted by Chinese agencies on appliances equipped with violeds UV LED sterilization have demonstrated a 97% reduction in airborne virus particles.



Cleaning of PPE and equipment by UVC now also taking place
The device, called HealthySole® PLUS, is being introduced in hospitals and other settings where infection control is urgent.



A recent Center for Disease Control (CDC) report points out that the virus is spread through floors and foot traffic, and not just by person-to-person contact.


UVC cleaning Hospitals


buywell thinks China looks light years ahead of the UK

In the USA they don't use manpower



A thought from buywell

If you believe that SARS-COV-2 will be around for some time , or you believe that there will be a SARS-COV-3/4/5 etc coming along

There is likely thinks buywell to be a rapid expansion of UVC infection control of public areas eg



You can see UVC disinfecting being applied not only in Hospitals , but in schools and colleges , banks and offices , government offices/buildings , public transport , including buses trains and planes , anywhere where there is a down time eg night to do the UVC infection cleaning .

Plus most likely a home unit

A growth market pointed out by buywell

IMO dyor

[tickboo] 27/4/2020 17:36

Indeed, I took note of this too -Deltex Medical's business outlook appears to have improved quite dramatically in just the past few months, to the extent that much larger sector players envious of the Group's preeminent Doppler monitoring research and development know-how and IP may already be considering their opportunities to gain control.

[nobbygnome] 27/4/2020 16:49

So they are speculating on a takeover....must be true then.

I am ploughing in tomorrow morning.....😜;

[tickboo] 27/4/2020 16:38

TP note -Living up to the market's best expectations, Deltex Medical delivered a pre-exceptional operating profit for its year to December 2019, while also ending the period with a reasonable cash cushion. The benefits of restructuring undertaken over the past 18 months, combined with a new strategy focussed on cost elimination and raised efficiencies, now place the Group on a springboard for grow both through the current situation and the post-Pandemic period. In this respect, it is significant that UK and US intensive care units have already started placing orders for its specialist haemodynamic monitoring technology, with a view to assisting clinicians select the optimal treatment regime for ventilated COVID-19 patients. With potential for such equipment to become standardised and made widely available across global health authorities going forward, as governments commit significant new, long-term funding in an attempt to ensure they can much more rapidly address any such future calamity, Deltex Medical appears to be ideally placed to capitalise on such opportunities while also potentially contributing to a safer living environment for international populations.Amid the COVID-19 Pandemic to date, the investment community has primarily focussed on the international populations' immediate needs – specifically that of detection, diagnostics and vaccination – for which it has awarded a significant premium to the wider healthcare development sector in the process. Yet, most are now recognising that eradication of the virus itself is probably only one-third of the true challenge that now faces the global community. The other two-thirds will likely be found firstly in a significant redirection of government healthcare funding to more realistically face up to and cope with human vulnerabilities and, only then, to refocus on picking up the present 'car crash' of the developed-world economies in order to return to past agendas of growth, advancement and security. A number of companies, like Deltex Medical, appear capable and potentially ideally placed to offer their unique technologies, facilities and know-how to a post- Pandemic environment, that is likely to have become populated by newly hungry and well-funded public and private healthcare systems/organisations urgently seeking such solutions.For its year-ended 31st December 2019, Deltex Medical posted an operating profit (excluding exceptional items) of £90,000 (2018: loss £943,000), leading to a positive adjusted EBITDA of £0.4 million (2018: loss £0.7 million). Revenues £4.3 million (2018: £5.0 million), reflected a focus on profitable business, lower sales & marketing spend and cessation of a third-party distribution agreement, allowing overheads (before exceptional costs) to decrease by £1.3 million to £3.2 million (2018: £4.5 million). Sales & marketing spend decreased by 44% to £1.2 million (2018: £2.2 million), reflecting significantly smaller teams in the USA and UK due to the initiatives taken during the period. Cash/cash equivalents at period-end was £0.9 million (2018: £0.6 million).Since the year end, refocussing by international healthcare operators in order to cope with the unprecedented demand created by the COVID-19 infection has, not surprisingly, reduced demand for the Group's Doppler probes from operating rooms. Such deferrals of elective surgery, however, are likely to be only be temporary and something of a 'rush' might be anticipated during 2H 2020, in anticipation of a forthcoming general containment of the Pandemic. The step-demand increase for its TrueVue Doppler systems in intensive care units ('ICU') that has been seen both from the UK & USA during Q1 2120 due to the Pandemic, however, is expected to be sustained. TPI considers together these will likely be sufficient to enable the Group to further raise reported revenues in the current year, while also generating good improvements in net profits and EPS.Deltex Medical rightly claims global leadership in oesophageal Doppler monitoring. Uniquely, its twenty-two randomised controlled trials demonstrate the benefit of measuring aortic blood flow (using TrueVue Doppler) to optimise the clinical management of patients. In such a setting, these represent an extremely valuable asset for the Group, effectively allowing it to set the MedTech industry's technological standards and points of reference for such equipment, a significant feature that cannot be claimed by any of its peer group. This point is highly relevant now that the world's eyes are on the very real threat of coronavirus and similar respiratory pandemics to the human race's wellbeing. As such, Deltex Medical's business outlook appears to have improved quite dramatically in just the past few months, to the extent that much larger sector players envious of the Group's preeminent Doppler monitoring research and development know-how and IP may already be considering their opportunities to gain control.

[nobbygnome] 27/4/2020 14:10

I might consider buying if they bought the offer price down a bit. However, the ridiculous spread puts you off. The clue is in the name, make a proper market FFS! It's not as if there has been low volumes....

[gbenson1] 27/4/2020 14:08

Are mms filling a large buy order? Offering 1.91 for small sell trades!! Currently 2.12 to buy.

[fxprotrader] 27/4/2020 12:49

Got it....replied

[the count] 27/4/2020 12:15

THE COUNT--->FXPROTRADER

I have privately messaged you. best t ake this chat away from a few prying eyes, eh? :-)

Regards,

THE COUNT!

[fxprotrader] 27/4/2020 11:59

Yes ....the taxi driver used to deal through me too. Very strange chap. Last time i spooke......many years go now, he was living in the caymans. Used to call me at home at stupid oclock all the time. late at night and from 5 am. Used to pee me off!

I havent had any contact with DL. I see he tried a few other things, one in stockbroking/corporate finance a something else with CP but has disappeared now.