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Share Name Share Symbol Market Type Share ISIN Share Description
Deltex Medical Group Plc LSE:DEMG London Ordinary Share GB0059337583 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 1.70 1.60 1.80 1.70 1.70 1.70 557,525 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 2.4 -0.8 -0.2 - 9

Deltex Medical Share Discussion Threads

Showing 21376 to 21399 of 21975 messages
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DateSubjectAuthorDiscuss
30/4/2020
20:18
Cheetah a private company who have an inferior technolgy were taken over for the equivalent DEMG price of 10p. A big acquirer like Edwards would value the technology on a multiple of turnover because they know with a bit of marketing spend they could massively increase that turnover. DEMG have spent years building an evidence base which shows their technology works the best in the field. That has a big value to a company like Edwards. LID most definitely do not hav ethat evidence based and their market cap is well above DEMG at present. Oh and their technology is not proven to work in surgery.... DEMG is still cheap at this level. I was buying this afternoon when the price pulled back!
nobbygnome
30/4/2020
19:45
" cant get het up about P/E ratios" So you take no notice of underlying value and rely on exceptional events to drive your return? That's a losing strategy
t0pgrader
30/4/2020
19:17
Good spotSales growth should smash this with a new monitor post CoVid but can't get het up about P/E ratios. This should be taken over for at least 10x sales - more given Cheetah as a benchmarkNeeds new Board & new advisers, new monitor and new marketing story. Results statement was low in energy and entrepreneurship: CoVid is a huge opportunity so would have liked evidence of a desire to really grab itI bought into this years ago when I felt DEMG were driving a new market. Still believe in the technology but not impressed by them acting passively, like minnows and being driven by eventsEasily remedied with new ambitious leadership: shame if that has to come from loudmouth American acquirers but I will take the money when it comesMrC
mrc2u
30/4/2020
19:08
Thanks for the BN Long term opportunity – There remains a strong body of evidence that Deltex’ technology is most effective in a broad range of treatment conditions and that randomised trial results support an ongoing acceptance of the technology within the industry. The improvement in patient outcomes, limiting post-operative complications and aligning with industry payers should support increasing demand over time. Investment thesis and valuation Increasing acceptance of the technology is inadvertently helped by accelerated use in COVID treatment which helps to highlight the technology’s advantages, providing a strong profile for Deltex’ business and a strong base for increasing demand moving forward as market conditions normalise. At current market cap and with a cash generative business, there is a good long-term equity story here. Buy.
euclid5
30/4/2020
17:44
According to Arden, Demg's P/E forecast is: Y/E Dec 2020 P/E 100 Y/E Dec 2021 P/E 36 Only a takeover could sustain such a frothy share price https://research.arden-partners.com//view_repos/_c2abac3b-95ba-494f-b75b-6f4d7d97c494.pdf
t0pgrader
30/4/2020
17:21
Now down some % on buy 2 days back but hey ho!! Made more on SNG so will not send Nobbygnome an invoice yet!
mostro
30/4/2020
15:57
A poorly timed buy be me but hey am leaving it there even though I see good value here. 875,000 is my lot. A meagre holding so will ignore until RNSs are published.
tickboo
30/4/2020
15:48
Their wanting 2p, NT above £3000. Crafty these mm's.
royalalbert
30/4/2020
15:37
Just read post 364 from buywell. My God, not only is he duplicitous but also very thick. Gobsmacking. I don't think he understands the basic finances of a business. Unpleasant and stupid sums him up.....
nobbygnome
30/4/2020
15:27
No one has any patience these days, all the sellers probs bought on Tuesday
jibba jabber
30/4/2020
14:51
Come on mms sort your spread out. Currently 2.00 to sell and 2.039 to buy, how the hell are you supposed to log buys & sells?
gbenson1
30/4/2020
13:03
Got another 125k
tickboo
30/4/2020
12:17
Couldn't resist it more top up for me.
royalalbert
30/4/2020
12:01
Ouch, my buys at 2.5 look bad but bought a fair fee sub 2 so holding firm and will leave the 750k alone. Not a trader but wish I traded others I hold like SNG and AVCT as I'd accumulate more shares if I knew how!
tickboo
30/4/2020
09:41
Nobby there you go 2.30!,
gbenson1
30/4/2020
09:07
They've cut more cost than the revenue has fallen hence they're generating cash so improved the balance sheet. I expect costs to be in-line this year and they expect sales to increase. Therefore I'd expect more cash being generated this year than last and a further strengthened balance sheet.I imagine once units have more TV D Systems in place more will follow as people do talk and word will get around. -- the Group posted an operating profit (excluding exceptional items) of GBP90,000 (2018: loss GBP943,000) - an improvement of GBP1 million-- positive adjusted EBITDA of GBP0.4 million (2018: loss GBP0.7 million)-- revenues GBP4.3 million (2018: GBP5.0 million), reflecting a focus on profitable business, lower sales & marketing spend and cessation of a third-party distribution agreement-- overheads (before exceptional costs) decreased by GBP1.3 million to GBP3.2 million (2018: GBP4.5 million)-- cash and cash equivalents at 31 December 2019 of GBP0.9 million (2018: GBP0.6 million)COVID-19-- demand increasing for Deltex Medical TrueVue Doppler systems in intensive care units in the UK and USA as a result of the COVID-19 pandemic
tickboo
30/4/2020
08:55
DEMG has ALL the best and highest quality evidence re the massive surgery market and no other company can come close. The evidence is clear that patients managed with ODM avoid more complications than those on whom it is not used. The cost of ODM is paid back many times over in the hospital episode when it is used as well as in QALYs After 30 years DEMG is now profitable and generating cash DEMG's market cap has just recovered to around £12.5m. A direct competitor which was gushing out cash and treating the same number of patients at similar margins was recently bought for £170m, more than 13 times the DEMG market cap. DEMG's platform approach offers the same bioimpedance technology as well as the gold standard ODM and the entry level PPWA Cheetah aside, big medtechs mostly only buy small medtechs once they are cash positive. DEMG is CoVid is hammering home in the most brutal way possible that getting haemodynamics right at a time of crisis is a matter of life and death and DEMG has the only technology that actually and directly measures central blood flows Brilliant technology at very low prices with a massive global crisis setting it up for a surge in sales as well as a takeover Suggest you sit back, shut up and enjoy the ride PS you really are very very thick, aren't you? If all the costs stay flat, to achieve a standstill in profits, you need, er, flat sales
schloo
30/4/2020
07:33
I wonder what today holds for DEMG, I was heartened yesterday that although circa 3.5 million share were sold the Sp held up quite well. The most important thing I took from it was that since the TP broker note the volume has increased considerably in the last 2 trading days and even more interestingly that the BOD didn't issue an RNS to say they didn't know why the Sp has reacted in this way or to deny any interest/potential takeover contained in the broker note on Tuesday. I've been holding these shares since day 1 and these are interesting times for DEMG.
gbenson1
30/4/2020
03:43
To anyone with an open mind the picture tells the story here The reason that DEMG have managed to turn a tiny profit this time is because they have slashed costs by reducing staff. Turnover if you look has dropped year on year for quite sometime now As has DEMG market share in the NHS , which IMO is why they talk about USA and other sales outside the UK France was pushed as being hot potatoes on the other thread a year or two back , a game changer Now it seems to be a damp squib If you do the maths on monies saved by slashing staff at the expense of turnover An open mind might surmise that this can only be done once Do the maths and see with current spend and without any further staff reduction/cost savings , assuming things stay flat in other words regarding outgoings , the question is: How much must sales improve from these latest results to achieve a standstill in profits just announced ? Come on schloo answer that one IMO dyor
buywell3
29/4/2020
22:44
Disappointing share price reaction today,hoping for better tomorrow.
bmnsa
29/4/2020
13:42
Sold one third of my holding this morning as the value became too high. Happy to run the rest though. GLA
parsons4
29/4/2020
11:36
CNR permit news through today,food for thought for au lovers.
bmnsa
29/4/2020
10:45
Yes there is a healthy market here now. TP's note put a cat amongst the pigeons and I am sure there is some substance to their takeover claims but there are bound to be some stale bulls.
nobbygnome
29/4/2020
10:41
It looks like a few got spiked here. You could tell from the trades yesterday with the dumping of 250k, 200k chunks that the long term shareholders got a chance to get out IMHO
tarny
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