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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 21476 to 21500 of 21975 messages
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DateSubjectAuthorDiscuss
05/6/2020
14:27
gbenson1 There could be a buyer for some of the equipment you have spoken about in your recent post and located in the UK too hTTps://tinyurl.com/y9dss972
buywell2
04/6/2020
08:24
So there was eventually an announcement on the AGM results. Either late or a very long meeting. Did someone go??The dramatic news is that we now have:Same sized boardSame chair & Board membersSame advisers (two of them)Same boxSame business modelSame marketing storyHave they not heard that a change is as good as a rest?The only sop to shareholders is that we may have a visit at some unspecified future dateHope we get decent biscuitsMrC
mrc2u
03/6/2020
14:39
Why no announcement about results of AGM?Can not believe it is still going on after they effectively excluded shareholders from participating. But it is either that or yet more sloppinessHoping to see at least one non-executive has been removed even though have to confess to not working out how to vote myselfMrC
mrc2u
03/6/2020
11:47
Only a few weeks until we find out on H1 sales so suppose might as well hold until then at leastRain clouds gathering back in BlightyMrC
mrc2u
03/6/2020
10:32
We agree on the need to re-organise, but will have to differ about the current sales revenue and prospects. Weather changeable and calima Thu/Fri but still 25 degrees.
gbenson1
03/6/2020
09:40
Unless something crops up, the next news will be the H1 trading update in mid-JulyLooks like the only new news will be just how much the revenue has gone down this timeCan't see much upside until they can guide on surgery surging backOf course they could jolly things along with:New & smaller boardNew chairNew advisersNew boxNew business modelNew marketing storybut not holding my breath and suspect they want to get back to the old normal which was working so wellHope things better on the beach in TenerifeMrC
mrc2u
03/6/2020
08:22
Well so much for my 1.90 open, what do I know!!
gbenson1
03/6/2020
08:02
Indeed. But at least M&S got to be M&S in the first place!MrC
mrc2u
03/6/2020
08:00
Trying hard but no strong evidence that adoption of technology is moving to the fast track - message received from tone of announcement is that still very hard grind to obtain deployment in spite of research indicating technical superiority - The key (imo) is to convert anaesthetists so they demand the equipment is available - Now best way to do this is.....................?? Until solved share price (imo) will be under continued downward pressure. https://www.investegate.co.uk/deltex-med-grp-plc--demg-/rns/agm-statement/202006030700027130O/
pugugly
03/6/2020
07:52
WAy more positives. Looking good
faz
03/6/2020
07:49
Hi mrC2u, the update has a few positives and I think your disappointment is routed in the management structure and dynamism, I agree we need a good shake up sooner rather than later or we'll become an M&S.
gbenson1
03/6/2020
07:48
Would that be taking some LiDCO ? mrC2u 3 Jun '20 - 07:40 - 11065 of 11065 As expected, this is disappointing. Doesn’t sound as if there was any growth in Q1 despite a huge invitation to make some hay and then that Q2 will be well down Nigel has clearly still not embraced the multi technology offer (as it only gets a mention in brackets). CoVid gives them a second chance to establish the market but DEMG doesn’t seem interested Guess what I prescribe? MrC
buywell3
03/6/2020
07:40
As expected, this is disappointing. Doesn't sound as if there was any growth in Q1 despite a huge invitation to make some hay and then that Q2 will be well downNigel has clearly still not embraced the multi technology offer (as it only gets a mention in brackets). CoVid gives them a second chance to establish the market but DEMG doesn't seem interestedGuess what I prescribe?MrC
mrc2u
03/6/2020
07:36
Agreed, looks like the Sp could rise to 1.90-1.95 at the open, we need a have a few closes above 2.00. On second reading of AGM statement I'm noticing more positives, onwards and upwards
gbenson1
03/6/2020
07:28
Furloughed staff can come back at any time.
nobbygnome
03/6/2020
07:14
Nice update, pleased to hear of the increased revenues in Mar/Apr and also the increased demand that we are now moving some focus always from Covid-19, but I'm still not too happy in cutting our costs further, we need to be ready and staffed for more demand for the return to normal surgery's and be able to promote the company both in the U.K. & worldwide!
gbenson1
01/6/2020
15:23
NobbyNot so sure that DEMG's statement at Wednesday's AGM will be anything other than disappointing. They have already highlighted that they got a small positive from CoVid in ICU probes but lost out on surgery as there isn't muchLID on the other hand got a big bounce. Remember that they sold as much in Q1 20 as DEMG did in the whole of 19. That is a dreadful result for DEMG when their & LID's sales were pretty much neck and neck until a couple of years agoWhat is the difference? Clearly LID sold a stack of monitors and DEMG very few. This is because, along with the other changes it desperately needs, DEMG needs a new box to sell. I think I am right is saying their box is literally from another centuryThey showed us a design at an open day 4 or 5 years ago but still no new box so, metaphorically, they were found to be swimming naked while LID were making haySo I looked back at the accounts which are due to be approved at the AGM to which none of us can realistically goAt end of 2019 they had cumulatively spent £1,575k on the next monitor. At 2018 this was £1,424k, at 2017 £1,331k and 2016 £1,299kSo in FOUR YEARS they have only spent £276k on the new monitor they desperately need and now look mega stupid to not haveWorse, 4 years ago they had already spent a fortune but still no product. They do not split out between projects in earlier years but looks like they have been racking up costs on a new monitor project for at least ten yearsThis is pathetic so I am very cross at the BOD hiding away from the scrutiny they deserve at the AGMThey have spent over a decade not getting a new product and look like they are being left for dead by LIDOnce again what they need isNew & smaller boardNew chairNew advisersNew monitorNew business model (that includes selling boxes as well as disposables)New marketing storyThose of us who have supported the company through fundraise after fundraise have already paid for the above and now need to see the returns along with some effort to actually deliverMrC
mrc2u
01/6/2020
13:26
However like LID share price boosted by Covid - possible fall back if and when vaccine available - OK used in elective surgery but some at least of the potential patients have moved onto a higher or lower environment (that is if one believes in an afterlife apart from feeding the worms or increasing the level of CO2) Agreed spread horrible -
pugugly
01/6/2020
10:50
The MMs not taking any chances here with the spread😆
nobbygnome
01/6/2020
10:03
I am buying today. I guess the pullback is related to LID's poor statement this morning but that only serves to highlight the ridiculous discrepancy in the relative valuations. DEMG is far more likely to be taken over than LID because of their novel more versatile technology.
nobbygnome
26/5/2020
15:36
The AGM is next week in Chichester and I doubt there will be many holders going or allowed to go under the lockdown rules, unless that nice Mr Cummings is amongst our happy bandItem 2 on the agenda is To re-elect as a director Julian CazaletOnly boilerplate waffle is given in the Chairman's smug letter as reasons to support thisA quick look at Companies House tells us that Charles (that's his first name) turns 73 in November and has given up pretty much all his commercial directorships. He was first appointed in April 2008 so has already spent over 12 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 clearly retired who has had more than enough chances to add any value they are ever going to add?Why do we need him? What has he done in all these years? What on earth is going to do now?Looks like he was a City type in his day. They keep telling us they don't need new money. Is he seriously going to help them get the new monitor they do need?BTW I did go to an AGM two or three years ago where Charlie took the chair but rudely refused to let a private holder have his say. Wasn't impressed then and we really, really don't need him now or his feesMrC
mrc2u
26/5/2020
10:12
What happened to the grim-2nd lieu's prophecy!!
gbenson1
24/5/2020
14:49
Lidco apparently where the bid interest is, according to the Mail..
vega44
21/5/2020
12:10
Lookout LONGS prepare to get your asses burnt off, what?
colonelgrim
21/5/2020
07:37
I think it won't take much to get the price going again this morning. A couple of reasonable sized buys and we will be off to the races IMHO.
nobbygnome
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