Buy
Sell
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 21401 to 21424 of 21975 messages
Chat Pages: Latest  867  866  865  864  863  862  861  860  859  858  857  856  Older
DateSubjectAuthorDiscuss
03/5/2020
17:11
The Lidco webinar on Tuesday should be a good opportunity to settle some of these questions about why Lidco is gaining so much market share with its technology despite the pedigree of DEMG. From Shoo's response, it seems to me that DEMG is the vinyl of the sector - a great and seminal technology in it's time, now the preserve of loyal enthusiasts awaiting a come back.
vega44
03/5/2020
16:49
Shloo Regarding DEMG now offering free monitors to the NHS , buywell has discovered the answer as your post from the LID thread kindly showed. ( see below ) However I have a couple of riders to ask you whilst you are being helpful a) How long can DEMG offer free monitors to the NHS that previously they had been asking 14,000 pounds for and remain viable ? b) Are DEMG now also going to offer free monitors in the USA also ? The reason buywell asks is because one would think the Yanks would be somewhat miffed they are being excluded from the freebies. c) I suppose the above also applies to France and other places to , why can't we get free ones too ? Sort of a free for all you might say buywell3 replying to scloo post on the LID thread follows: buywell3 4 May '20 No the numbers in 000's of pounds as you so rightly point out prove this interesting fact, re the monitor sales From the results: UK Monitor sales 49,000 pounds Not 49 monitors - I agree So since your mob was selling these at 14,000 pounds each to the NHS , So it now looks like the actually sold only 4 monitors at 12,500 each 1 monitor sold to the NHS every 3 months = less than 1 monitor sold each month How bad is that ? And in America even worse 45,000 pounds Not 45 monitors Your mob must be selling them slightly cheaper to the Yanks or you got a bad exchange rate So 4 monitors sold in the 12 months period , 1 every 3 months 1 monitor sold in the USA every 3 months = less than 1 monitor sold each month Please explain where I am wrong in the above Is this why they are giving them away free now ?? buywell schloo3 May '20 - 12:22 - 11 of 11 0 1 0 BuyWell You really are too thick for words You have confused the number of thousands of pounds of probe sales with the volume of probe sales As I recall you have done this before. You have also made up a supposed desire for DEMG to be acquired by LID before and been smacked back down. Making an honest mistake is one thing: being put right and then waiting a bit and doing it again is both profoundly stupid and deeply disturbed
buywell3
02/5/2020
00:10
>>Vega44 What you like may not be relevant to how billon dollar companies think. Good idea to ask Lidco management, but perhaps better to ask Baxter, Edwards, Medtronic or J&J And then put your money where their mouth is I hope I have: weighted more to DEMG than LID but both have strengths But I didn't have any Cheetah, sadly. That sold for $210m which is several times higher than DEMG and LID combined. No way that the two British companies aren't together, separately or combined, worth more than Cheetah on any measure Schloo
schloo
01/5/2020
23:43
Nobby you know nothing about corporate strategy so stop pontificating
t0pgrader
01/5/2020
22:16
The M&A environment would be a great question to ask the Lidco management about on their Webinar on Tuesday. Whether an acquirer is motivated by sales and market share, or just a technology varies from case to case.
vega44
01/5/2020
21:59
Which is why there is a difference in market caps which is way too big IMHO. However, we were discussing which company is more likely to be taken over. LID has no competitive advantage for the potential acquirer and has not been shown to work in surgery. I think that would be an extremely difficult sell to shareholders. Whereas DEMG would add additional technology to the acquirer and a massive opportunity for market penetration with a big marketing spend. There is a good chance DEMG will be acquired but littl chance for LID IMHO. Add in the big difference in market caps and DEMG is the obvious buy...
nobbygnome
01/5/2020
21:05
I like technologies that generate sales and LID has sold c£3,5m in the last 12 weeks due to covid (as per their results update). Majority of that has gone straight to cash. I agree that DEMG has differentiate technology, but I'm here for business that sell product and shares that go up..
vega44
01/5/2020
20:57
Well you obviously favour LID's technology. Please tell us why it is better? As schloo so eloquently put LID are not a takeover target because they are an also ran in terms of technology.
nobbygnome
01/5/2020
20:49
Nobby, no intention to offend - where have I gone so wrong?
vega44
01/5/2020
18:06
Vega On the remote chance that you really want your question answered DEMG built a robust evidence base of improved outcome and reduced costs after surgery. NICE reviewed the evidence and agreed, giving CardioQ-ODM a whole-hearted & wide ranging recommendation. This led to the NHS deciding to roll out ODM fully at pace and scale across the NHS: this is still the only time that the NHS has decided to roll out a medtech product nationally on the basis of evidence LID has tried to build an evidence base in surgery but has consistently failed. This does not mean its tech doesn't work in surgery, just that it is nothing like as effective as DEMG's So far so good: DEMG was flying in surgery, LID struggling The NHS, after intense lobbying from LID, Edwards & others with inferior technologies, moved from implementing CardioQ-ODM, which had been reviewed by NICE, to ODM in general and then to ODM or similar technologies and then to any technology making marketing claims. Other than CardioQ-ODM they did not, and, disgracefully, still have not actually looked at the evidence nor allowed NICE to do so This gave LID a huge leg up. The LID product, or at least the LidcoRapid, is much easier to use than ODM so anybody who believed they were the same would be justified in choosing the easy one rather than the one requiring more effort, skill and interpretation. Much easier for LID or Edwards sales reps to sell their kit as being as good as ODM when the NHS was telling them, wrongly, that it was the same thing Then the NHS pulled its national roll-out programme anyway for idiotic bureaucratic reasons, causing a backlash against DEMG from doctors who had not liked being told to change their practice and blamed DEMG for a cynical exploitation of its (objective) evidence base. Nobody else was blamed because they hadn't exploited evidence they didn't have There are other layers to the shambles but, basically, LID got lucky while DEMG got shafted HOWEVER that is in the past. DEMG now sells the same entry level tech as LID but also offers a good non-invasive impedance tech as well as ODM off the same platform. Once they have a shiny new box (soon) DEMG should start to regain share quite rapidly More importantly, it can only be a matter of time before someone, somewhere looks objectively at the LID evidence during surgery. They have done at least 10 studies and have not got one single positive result. DEMG have done over 20 and have over 20 positive results Long term it really does matter that ODM is superior - avoidable complications after surgery kill in CoVid type numbers every year so this will one day get the attention it merits and LID's bluff will be well & truly called and whoever owns DEMG will make monstrous returns That said, I think LID has a good monitoring technology, some well designed products and is well run these days by a good team. I own some shares, have doubled my money recently and think there is still plenty of upside. DEMG could and should learn from them. However, I don't think they are a great takeover candidate because their technology is not that well differentiated so they are selling revenues and profits more than DEMG who are selling unique and proven tech for which there is a clear and massive global need. I.e. any of Edwards, Baxter, Medtronic, J&J and so on could do far far more with DEMG than LID. I own a lot more of DEMG than I do of LID Hope that helps Schloo
schloo
01/5/2020
17:38
Nobby if you're such an authority on the subject of HM how come you've invested in the less successful company thus far? An investor commanding respect would have the emotional capacity to switch or invest in two competing companies. You are too stubborn / stupid.
t0pgrader
01/5/2020
16:25
Such peripheral markets are not disclosed, but whether you look at UK, US or Rest of world, Lidco has outperformed DEMG. If UK is a long story let's hear it, as it certainly doesn't point to DEMG as a takeout candidate
vega44
01/5/2020
16:07
Only in the UK and that is a long story. What is LID's market share in France and Sweden for example?
nobbygnome
01/5/2020
16:03
If LID isn't competitive how has it taken so much UK market share, especially from DEMG? The numbers speak for themselves..
vega44
01/5/2020
15:39
You are so wrong. LID has no competitive advantage because it is just the same technology as everybody else. DEMG however has novel technology and just a much more flexible bit of kit. Plus the lower sales would be more attractive to the buyer because they know that with a bit of marketing spend and sales support, they could very easily grow the sales of a superior product. There is virtually zero chance of LID being taken over.
nobbygnome
01/5/2020
15:37
Why pay for LIDCO, inferior product, you can buy a better product (DEMG) at probably a lower cost.
royalalbert
01/5/2020
15:34
If an acquire is going to enter the market, surely they will go for a market leader with growing sales, which would be LIDCO, rather than a company declining sales and weak market share?
vega44
01/5/2020
12:38
>>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
12:12
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
12:08
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
10:36
Agreed tickboo. My average is way above 2.5p. :-(
gnnmartin
01/5/2020
10:03
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
08:04
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
01/5/2020
00:05
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
Chat Pages: Latest  867  866  865  864  863  862  861  860  859  858  857  856  Older
ADVFN Advertorial
Your Recent History
LSE
DEMG
Deltex Med..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20210618 16:04:26