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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% 1.325 1.25 1.40 1.325 1.325 1.33 301,777 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 4.3 -0.2 -0.0 - 7

Deltex Medical Share Discussion Threads

Showing 21376 to 21399 of 21625 messages
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DateSubjectAuthorDiscuss
01/5/2020
11:38
>>NobbyQuite agree that takeover talk is very real especially after Baxter deal for CheetahI just think this would be much much easier to achieve with a new Chair and at least one new non-exec and at least three fewer old onesThe Chair has been there over 30 years and is now the biggest holder. Does he really want to sell? Or is this a pet project we are all funding? He has missed the wave several times before at massive cost to long term holders and it all is crying out for a fresh head at the topYes CEO needs backing but he also needs genuine freedom to operate which you just don't get from stale boards who are out of touchNew board, new advisers, new monitor, new story. Should all be done by June with sale before ChristmasMrC
mrc2u
01/5/2020
11:12
When they dropped the price this morning there was a good level of buying which is a good sign. The takeover talk is not just idle gossip; there is a real chance it will happen in the short term. The cognoscenti involved in this company have been talking about it since the Autumn and the Covid 19 crisis has just sharpened the focus on to the possibility which could be greatly to the company's advantage. So I think it would be a mistake to think it is just another rumour... all IMHO and DYOR.
nobbygnome
01/5/2020
11:08
The market cap is some £11m and you'd hope they'd be able to get near to half that figure in revenue this year and assuming costs are in-line they'll generating more cash and the market cap will look massively low. They clearly need to gain traction in these difficult times as the more units they have in ICUs (400k on website I think) the more necessary they become and the more they'll obviously sell. A much bigger beast with huge marketing budgets and probably lobbying would have these as standard in every hospital. Anyway, £11m market cap looks a snip assuming the co can increase revenue and start gaining some real momentum with sales.
tickboo
01/5/2020
09:36
Agreed tickboo. My average is way above 2.5p. :-(
gnnmartin
01/5/2020
09:03
Another brutal drop which seems OTT. I assume some LTHs taking some off the table while the going is better than it has been of late. Can't argue. Annoying with my buying as high as 2.5p but hey such is life and hopefully the BoD (remember CEO relatively new to the role) will ramp up sales of the TrueVue Doppler systems and when hospitals are back to more normal service with ops etc H2 the recurring revenues will also kick in. Yes they have many members of the BoD who've sat for many years but the CEO needs time and so far with costs reduced and cash being generated although not jaw dropping it's in its infancy and more of the same needed albeit accelerated this year.
tickboo
01/5/2020
07:04
The next news flow for the sector will be next Tuesday when Lidco is doing an investor webinar. As the UK market leader they'll be able to give some insight into how Covid is playing out for the sector as a whole, including DEMG. Link below.. hxxp://irpages2.equitystory.com/websites/rns_news/English/1100/news-tool---rns---eqs-group.html?article=30600163&company=lid
vega44
30/4/2020
23:05
First it is good to see you guys coming over here to join in some decent debate. Freedom of speech is still important and banning buywell was IMO an admission of failure. The Ramping on the other thread got the share price up as mug punters piled in I expect others more savvy manged to slide out stage left. The IP is around 30 years old and other Doppler firms have entered the Doppler market place. Did you guys know that ? Even Prof Mervyn Singer the founder of the ODM probe is looking at another new technology Did you guys know that one ? How many probes did they sell to the NHS in the results ? How many monitors to the NHS ? How many FREE ones did they give away to the NHS ? Cost cutting has made the results appear better than they are. Cost cutting can't continue because they will have no staff left if they carried on at the same rate. IMO dyor It's good to talk
buywell3
30/4/2020
19:18
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
18:45
" 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
18:17
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
18:08
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
16:44
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
16:21
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
14:57
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
14:48
Their wanting 2p, NT above £3000. Crafty these mm's.
royalalbert
30/4/2020
14:37
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
14:27
No one has any patience these days, all the sellers probs bought on Tuesday
jibba jabber
30/4/2020
13:51
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
12:03
Got another 125k
tickboo
30/4/2020
11:17
Couldn't resist it more top up for me.
royalalbert
30/4/2020
11:01
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
08:41
Nobby there you go 2.30!,
gbenson1
30/4/2020
08:07
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
07:55
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
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