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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 21426 to 21449 of 21625 messages
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DateSubjectAuthorDiscuss
20/5/2020
11:21
Yes it looks completely oversold. I think everyone has forgotten that DEMG are vulnerable to a takeover bid from the likes of Edwards. Don't forget they have superior technology to all the other companies and so it would be a massive benefit for someone who has the marketing budget to promote it properly.
nobbygnome
20/5/2020
11:18
I agree with the product the company has and with the coronavirus has gone down from 2.00 for no reason on low volume With buying today and On any newsflow can see this moving up quickly
ih_679027
20/5/2020
10:33
Therefore has been some buying interest in the last few days again. Dare I suggest the price looks primed to take off again....
nobbygnome
20/5/2020
09:25
I agree with all of the below, I've been invested in DEMG since day 1, I think my investor No. is 00000001. DEMG have proven certified equipment but have failed to market it correctly and haven't had a break in commercialising it. Recruiting internally has stifled progressing and cutting costs has now gone too far. We need a dynamic BOD with Business Acumen and a new proactive NED, not sure how far the new box is off testing/production. The monitors and equipment have been accredited at the highest level, we need to invest in Management & sales, or someone will come along and buy the technology and run with it, imho.
gbenson1
20/5/2020
08:37
Roll on Monday then & watch out for jellyfishI am still very positive about DEMG but think it needs to do the right things to drive up the value. These are:Refreshed & smaller BODNew advisersNew boxNew marketing storyNew commercial modelSo it is very disappointing that they are obviously not even trying to do any of these thingsCoronavirus may be a one off but you have to really question hard how LID have managed to sell as much in Q1 as DEMG managed in the whole of 2019. Until a couple of years ago they were neck and neck. What have LID done? Er:Refreshed & small BODNew advisersNew boxNew marketing storyNew commercial modelIt's really not that difficult but it does need change. Do all the above starting now and DEMG should be bought for over 10p a share within the yearMrC
mrc2u
19/5/2020
20:11
I'm a retired squaddie enjoying the sunshine, currently phase 1 limited outdoor exercise, moving to phase 2 next Mon beaches open and allowed out more. You were up until recently quite upbeat on DEMG however now you don't sound so optimistic? Stay safe.
gbenson1
19/5/2020
17:42
>>gbenson1Is that as nice as it sounds? What is the lockdown status?MrC
mrc2u
19/5/2020
16:41
I did apparently receive notification of the AGM by mail in the U.K, but I'm currently living in Tenerife so haven't been able to see/read it!
gbenson1
19/5/2020
16:23
Have checked and can not see any attempt at all to publicise the AGM date. It's not easy to find the accounts on their website either and I have not been sent a copy in the post. Conclusion? They clearly do not want anyone to goYou have to wonder what questions they are scared ofI have long thought they need to refresh the Board. But noItem 4 is to re-elect as a director Sir Duncan NicholA quick look at Companies House tells us that Sir Duncan turns 79 this month, has stopped all his other directorships except for the UK accreditation service. He was first appointed on 1 August 2004 so is coming up to 16 years on the Board. The FRC code of conduct suggests a maximum of 9 years for non execsWhen a company desperately needs a new Board, why re-appoint someone retired who has more than had a chance to add any value they are ever going to? The guy used to run the NHS which used to clearly be relevant when sales were growing strongly but sales in the UK have declined steadily and disastrously for seven years nowThe smug letter from the Chair only gives as an explanation that he is retiring because the Company's articles require one third of directors to retire each yearWhy do we need him? It should not be a secretMrC
mrc2u
19/5/2020
09:20
The AGM notice is hidden at the back of the accounts. It's on 3 June at 12.00 noon at their factory in ChichesterPresume they only hold meetings in Chichester when they don't want anyone to turn up and there is absolutely no mention of any provision for anyone to attend remotelySpineless?I think soMrC
mrc2u
19/5/2020
08:50
It was about this time last year, but they gave us 3 weeks notice then!
gbenson1
19/5/2020
08:34
Anyone have the AGM date...?
chrisdgb
11/5/2020
14:04
Not much shaking it all about thoughIs it just me or does it feel like the COVID surge story has passed?Will it be catching up with surgery next? That would be better for DEMG and might stop the trickles of sellsMrC
mrc2u
07/5/2020
12:04
Someone doing the Hokey Kokey (16 mins) in and out!
gbenson1
07/5/2020
10:55
Some nice buying coming in @ 1.625 and now 1.64 obviously interest after the probable 1.00 share buyers taking profits.
gbenson1
07/5/2020
09:29
That would be helpful but doubt we will get much before AGM and won't get much thenDoubt they will have sold anything like as many monitors as LID. They need a new box which I may have mentioned before. And a new marketing story and a new Board, new chair and a new brokerBTW any clues on how AGMs work in a lockdown?MrC
mrc2u
07/5/2020
09:03
Share price has retraced some 40% from recent highs, it would be nice if the company could give a post AR /Covid-19 update!
gbenson1
05/5/2020
21:06
mrCU2 If you took the trouble to read buywells posts he takes the 'other point of view' style. One sided views on shares is something buywell does not think is healthy for a PI that wants to become wealthy. This is a post buywell just did based upon on what t0pgrader reported back from yesterdays LiDCO Investor Webinar I hope you find buywells' post enlightening , enjoyable and perhaps informative. You are now coming to terms with the fact that the sale of new monitors is KEY to continued trading buywell notes. Well done Thanks for that tOpgrader : As one would expect buywell will make a few comments a) PI Investors in particular don't seem to grasp just how clever LiDCO HUP model is, if they did they would probably invest. b) Targeting Edwards has been a strategy for a while IMO , makes sense to try to take market share from the USA biggest Hemodynamic monitor seller Going from what you say ; " Primary target market is Edwards (80% US market share) whose technology is inferior in some regards and whose pricing is materially more expensive (x4 per customer)" So edwards is 4 times the price per customer compared to using LiDCO on their HUP offering , hence it has been termed DISRUPTIVE by LiDCO. Sure is , one would imagine edwards is talking about LiDCO now at board meetings seeing how they have effectively cemented their UK Number One position with the NHS for years to come as many of the latest Q1 NHS sales were also on HUP deals,"one third of 200 monitors sold since yr end sold with HUP licences" buywell adds the LiDCO USE sales force can now point out the massively increased dominance that LiDCO has taken via the NHS purchases to combat Covid-19 PLUS they can also point out the new EU guided Hemodynamic therapy as detailed in the RNS today , belatedly added on advfn for some reason it came out elsewhere at 7am. And they can show MASSIVE savings to boot , a Win/Win offering. c) Interesting point about elective surgery. This is the case worldwide due to Covid-19 demands . However the case load of people needing such surgery must be growing now to alarming proportions. Proportions that buywell believes will present a huge demand on resources when Covid-19 goes away. ( And that still could be 6months to 12months to never ) More waves are likely IMO watch the USA now , and once international air travel starts again so will Covid-19 imports. So buywell believes a wave of demand from elective surgery is going to hit as and when such surgeries start up again = A surge in demand for Hemodynamic Monitors. Plus even if Covid-19 keeps hogging resources , at some point NHS elective surgeries MUST recommence , perhaps at private Hospitals or Nightingale Hospitals or similar. d) Board not yet decided how best to invest BS cash to accelerate US growth rate buywell has already covered this one , LiDCO can now cherry pick the very best salespeople that have come on the market , over 30M unemployed and rising, and cherry pick exactly which USA states they see where LiDCO get the very best bang for their buck eg where edwards have greatest dominance. buywell believes also there is room for LiDCO to improve 3rd Party sales So maybe another product or two so long as at least 40% uplift for LiDCO can be made for their trouble and using the leverage that LIDCO now gives others. e) 98% retention rate Excellent and a true statistic which clearly demonstrates LiDCO Technology and the patient outcomes and Hospital savings their products give their clients. Long may such a great %age continue. edwards IMO would give their eye-teeth for that number. f) Underlying GP margin up to 70% from 66% A very respectable 6% increase in GP margin, and looking at how it has been achieved will buywell hopes enable the LiDCO BOD to maintain those aspects/changes/improvements that gave rise to this welcome margin improvement. More working from home perhaps. g) MS emphasised the M&A undervalue of the company The CEO Matt Sassone won't mind buywell saying that his sales nous and considerable experience of sales whilst being employed by our competitors ( as has Shane Doorish) , has been like a breath of fresh air to the company which was IMO very lacking in the sales arena before his arrival. HUP buywell believes was his creation , his disruptive baby , this CEO is now taking LiDCO forwards at an ever increasingly rapid rate. It is no secret that LiDCO is engineering its position in the UK and USA and other worldwide markets in order to get itself acquired . The evidence is out there Look at all the other smaller Hemodynamic Monitor companies that have been acquired at substantial multiples 4X to 7X turnover, some buywell believes actually loss making at the time of acquisition ( perhaps someone wants to do a post on this ) Cheetah UK were I believe certainly not doing very well in the UK for example The latest company acquired by Baxter for well north of htTps://suite.endole.co.uk/insight/company/04477561-cheetah-medical-uk-limited endole have net assets as: Net Assets £-4.87m -£645.29k (-15.28%) vs previous year Offices - Cheetah Medicalwww.cheetah-medical.com › about-us › offices Cheetah Medical (UK) Limited Unit 2, Maidenhead Enterprise Center Cordwallis St. Maidenhead Berkshire SL6 7EP United Kingdom Tel: (+44) 1628 636806 The price paid Baxter puts up $230m for Cheetah Medical - MassDevicewww.massdevice.com › baxter-puts-up-230m-for-cheet... Sep 10, 2019 - Baxter (NYSE:BAX) said today that it plans to acquire non-invasive hemodynamic monitoring technologies provider Cheetah Medical Conclusions: This current financial year is the year LiDCO will increase turnover substantially IMO as Q1 demonstrates. Sure it has been a great Q1 and driven by Covid-19 demand But who would say now that this demand is going away any time soon ? LiDCO has many other markets to sell into worldwide and all of them now have Covid-19 problems . buywell adds whilst LiDCO has new registrations in Latin America following on from recent registartions in China and South Korea, the Covid-19 situation is now so dire that buywell believes 'emergency registration' can be given by any country to LiDCO if they want to acquire any of range of LiDCO Hemodynamic Monitors Thus conservatory buywell sees Covid-19 related sales continuing till a vaccine has been both found , clinically trialed , manufactured and then distributed worldwide, at least 9 months from today IMO. Then comes the wave of elective surgery demand which has grown over the preceding 12 months to be circa double what it normally would be in just one year, IMO dyor
buywell3
05/5/2020
15:42
Count, the key point is that LID can supply the solution as an "all you can eat" software service. The only marginal cost per patient is a £5 generic consumable. This is a fraction of the cost of Edward's and DEMG. Also relativeky quick and easy to use.
vega44
05/5/2020
15:32
Can't see the presentation link, but have a screenshot of a market share slide showing DEMG at about 1/3rd of LIDCO in terms of market share. Globally the pie chart showed Lidco at 5-6% and Deltex at c2%, Cheetah and Getinge c10% each and Edwards about 65%
vega44
05/5/2020
15:10
--->T0PGRADER Many thanks for that. Interesting... I wonder why they dismiss the company with the only really robust evidence base, on whose clinical trials they all tried to benefit from and claim some sort of equality with, as just a minor player. And they are not? I wonder what their turnover is compared to Edwards ratio wise. They seem to have a penchant for equating themselves with areas they have no right to equate themselves with. I must presume they are only talking of the ICU market as well. Can you post up a link to that investor presentation please? Regards, THE COUNT!
the count
05/5/2020
14:07
>> Count. From today's investor presentation given by the CEO & FD BTW Deltex was not mentioned as anything other than a minor player
t0pgrader
05/5/2020
13:47
--->VEGA44 You say... 'They see the competition being Edwards rather than Deltex.' And where is this from exactly? Regards, THE COUNT!
the count
05/5/2020
11:01
Well done, LID - great Q1. Doubt must be whether or not this is as good as it will ever get for them. Who is going to buy a business on basis of one off sales in the UK in extraordinary circumstances?Would be good to see DEMG doing as well but that is unlikely before they have a new monitor to sell. They also need a new Board, new advisers, new business model and a new marketing story to unlock rapidly the huge value and put it in our pockets. For me the value of DEMG is much higher than that of LID because it has proprietary and differentiated and proven technology on a versatile multimodal platformThe value of LID might be higher if it were not ramped by pompous, ignorant buffoons who keep making stuff up and trying to denigrate the competitor that scares themMrC
mrc2u
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