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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 21526 to 21550 of 21625 messages
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DateSubjectAuthorDiscuss
24/8/2020
06:30
H1 revs: DEMG £1.2m vs LID £6.2m
vega44
11/8/2020
18:22
Lidco update probably a few days off- that will give an indication of the prevailing UK market shares for LID and DEMG
vega44
11/8/2020
11:14
Thank you. Suggests Europe running at 67% of normal and US at 90%. That would be ok in a growing business and if sustained but worry must be that DEMG's business in Europe will only get back to 50% given down trend recentlyEven at 67 & 90 they will need to reduce costs. Your guys mention 20% cuts in directors' remuneration but not heard anything similar from DEMG MrC (back to paddling pool now)
mrc2u
11/8/2020
10:18
You could look at the AGM statement of RUA life sciences. It talks about the recovery in elective surgery.
sidam
11/8/2020
09:07
I haven't sold any (yet) but will do post interims if another fundraise looks likely. If nothing else, enough to enable me to take up discounted rights when the call comesAgree re big company and still believe that this could still be sold within a year at north of 10p a share. Just can't see any evidence that the current board will get on with itMrC
mrc2u
11/8/2020
08:53
Hi mrC2u, whilst I can't agree that DEMG are showing signs of a sell, I do agree with some of your observations! DEMG is grossly undervalued at the moment and I expect a 2.30p Sp would be fair value. The company need a bright professional CEO with the highest Medical background and not someone who has come through the ranks and was a cheap alternative. I believe another way to realise the true value of the technology is for a larger company to take over DEMG and give it the backing/promotion it deserves to realise it's true potential. A new driven advisor would in part get DEMGs proven and tested equipment to a wider audience. With the recent large placing @1p perhaps a consolidation of the Sp to say 1 for 5 or 1 for 10 may help in the markets. A bid premium of 7-8p per share would not be excessive.
gbenson1
11/8/2020
08:10
That would involve a return to normal levels of major surgery which seems highly unlikely between now and the end of the yearAlso don't forget that DEMG have been losing sales for the last two or three years anyway so, at best, are going to bounce back to a lower level of surgical cases than before even if things return to normalThis means they will have to reduce costs again which makes it less likely they will be able to maintain market share let alone grow if and when things get back to normal And they aren't going to grow until they have:- a new monitor (10 years and counting)- a new commercial model (which needs a new monitor anyway)- a new marketing story (and they seem to have missed the open goal from CoVid)Afraid can't see them doing the above until they have a new chair and a new board. They will also need new advisers to help them raise the new money they need to launch the new monitorIf they can survive that long. Starting to worry that they will need a new bail out maybe even this halfWould be interested to hear from one of the buyers why they are buying now when all the signs are suggesting it's time to sellMrC
mrc2u
11/8/2020
07:41
Hoping that the H2 rebound materialises......
chrisdgb
06/8/2020
22:33
Nice buying momentum coming through, single 500k yesterday and late reported 1,000,000 after the close today, unfortunately Sp hasn't moved!! Will we get another MS TR-1 in the coming weeks?
gbenson1
03/8/2020
10:11
I bought a lot when it went down below 0.8 and a massive amount in the placing at 1.25p. My average now is about at the current level which is a result!
nobbygnome
03/8/2020
10:05
If I remember rightly you're like me, a holder from way back circa 24p hope you grabbed plenty @ 1p
gbenson1
03/8/2020
09:57
So he now has 26 million shares which is an impressive holding. I must admit it influences my thoughts about the company and I am considering buying some more......
nobbygnome
03/8/2020
08:53
Michael Stubbs has added another circa 6,000,000 shares in the last 11 months, his holding is now 5% of the whole issued share capital, my guess is he's the 500k man!! All of the recent holdings RNSs are people increasing their holdings, onwards and upwards. Sorry, but off topic I see loserco have issued 0, zilch, nada, options in the management incentive scheme!!
gbenson1
31/7/2020
15:31
>>gbensonAfraid I will be keeping my attention over here as I have as many millions of DEMG as I do hundreds of thousands of LIDHave done my homework on the two core technologies and think DEMG's works and LID's doesn't. Therefore keen to understand how DEMG have fallen so far behind in two years that they will not sell as much in the whole year as LID did in the first quarter I get that LID have a monitor to sell to hospitals and DEMG have one to sell to museums but that is within DEMG's control, surely? They have been working on a new one for at least a decade and I, and many others, have put in new cash at least twice to fund one. Where on earth is it???The conclusion must be that LID are doing something right and, lo and behold, it turns out they have actually being doing the things I have been droning on as needing doing by DEMGOnce DEMG have done them, it will be a far better investment IMHO but getting desperate to see urgency and not more facile upbeat platitudes in every updateOff to sit in the paddling poolMrC
mrc2u
31/7/2020
15:05
Credit where it’s due - Deltex have a remarkable job expanding their revenue multiple over the period while Lidco’s has gone down
vega44
31/7/2020
14:54
mrC2u & Vega44 I think you need to concentrate your efforts on your beloved Loserco bored!! down again for another day.
gbenson1
31/7/2020
14:46
Next week or week after for LID update?From parity to 3x in 3 years is a remarkable achievementSadly, probably more remarkable for DEMG than LID, but LID have done basics and got:New chairNew, slim, boardNew advisersNew commercial modelNew marketing storyNew box"Simples" as that nice Mrs May once saidAnd DEMG have done none of the aboveMustn't get hot under the collar thoughMrC
mrc2u
31/7/2020
14:34
I think we’ll have to wait for the Lidco results to find out. Their blow out Q1 was based on monitor sales into ICU, the next question is how that enlarged installed base will convert into recurring revenues. N+1 are at £9m for Lidco this year while the estimate for Deltex must be around £3m based on H1
vega44
31/7/2020
13:44
To answer my own question, as none of you DEMG groupies did, sales of consumables for LID and DEMG were the same as recently as 2017 with LID a bit ahead on selling third party kit and monitor boxes, but DEMG exports well aheadWhere are they now?MrC
mrc2u
29/7/2020
11:11
When is that due?We know LID had £4.4m sales in Q1 with lots of one-offs and probably a poor Q2. But even if Q2 was a horror story, they will be reporting at least 4x DEMG's first half salesThat is probably going to do DEMG more harm than it will do LID goodWasn't long ago that the two companies sales were about the sameMrC
mrc2u
29/7/2020
09:53
Next data point will be Lidco interim trading update
vega44
29/7/2020
08:40
That depends on your cost of entry
bscuit
29/7/2020
07:35
All quiet here, think it is a decent hedge whichever way the virus goes into the Autumn months......
chrisdgb
27/7/2020
22:57
Do they grow in the US? Do they glow in the dark? Do they bark in the park? Any one of the above could be a marketing advantage.
arf dysg
24/7/2020
18:23
Doesn't look like it now. Someone sold 250,000 and it wasn't me despite all the misgivingsHappy weekends. If you see me, do wave. I will be the man in the maskMrC
mrc2u
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