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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% 2.05 2.00 2.10 2.05 1.95 2.05 1,162,548 14:00:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 4.3 -0.2 -0.0 - 11

Deltex Medical Share Discussion Threads

Showing 21601 to 21624 of 21725 messages
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DateSubjectAuthorDiscuss
03/11/2020
16:17
New chairNew, smaller, BoardNew advisersNew monitorNew business modelNew marketing storyLID did all the above and is being bought for GBP 30 million. DEMG has done none and is valued at less than GBP 7 millionMrC MrC
mrc2u
03/11/2020
15:57
NobbyCheetah had no evidence and Baxter bought them. LID tried and tried and tried to get a positive result in a surgical trial but always failed. And Masimo is buying them. Edwards have been at this market for years and DEMG have had an evidence base for years so why are they going to buy DEMG now?MrC
mrc2u
03/11/2020
13:03
Nobbygnome Agreed.
janatha
03/11/2020
12:42
>> mrc You obviously haven't done your research properly if you are not aware of this major difference. DEMG took the approach of building the evidence base which is relatively costly and time consuming. Sadly that has meant that they have always had limited resources for proper marketing and the rest of the story is history. However, all the other players in the industry are fully aware of the massive advantage ODM has in surgery over the other technologies which is why a proper valuation will be achieved if/when DEMG is bought out. FWIW I think Edwards are the most likely acquirers as I know DEMG have had informally talks with them for years. All just IMHO...
nobbygnome
03/11/2020
12:35
Love (generally) to see a 1 trade, it's too early for announcing results! Perhaps a BOD response to the potential takeover of Lidco?
gbenson1
02/11/2020
23:27
... in which case the market comes down to a combination of cost and ease of use. HUP anyone?
vega44
02/11/2020
18:37
Really?What NICE said in August and DEMG kept very quiet about was "the committee agreed that there was no clear benefit of one type of monitor over another. As such, interventions of COM were grouped for an overall comparison with conventional clinical assessment"That does not sound goodMrC
mrc2u
02/11/2020
16:55
PPW doesn't have a single study showing that it works in surgery whereas ODM has I think 22 studies which have positive results. And of course the DEMG monitor can be used for PPW measurements too and really is by far and away the better technology. That is what Andy Mears is talking about and the insiders in the industry such as the people at Edwards are fully aware of that!
nobbygnome
02/11/2020
16:17
I will, Nobster, I willIntrigued that Andy Mears still thinks someone will buy this for the evidence base. That is certainly not what the latest NICE guidance implies. That says that DEMG's evidence is no better than anyone else'sDid you ask about that?Why no announcement?MrC
mrc2u
02/11/2020
15:10
Why don’t you ask them...
nobbygnome
02/11/2020
13:23
Really?So why did Masimo choose to buy LID and not DEMG?Sounds complacent to me
mrc2u
02/11/2020
13:20
Nobbygnome Thanks for that.
janatha
02/11/2020
13:17
I had an email exchange with Andy Mears this morning. Suffice to say he see this as a positive development for DEMG. The company's value will be based on the evidence base not the current level of turnover, which is encouraging. It seems to me a takeover here remains more likely than not in the next 6 months. And he also reminded me of the healthy cash position as previously communicated. Despite the known affects of Covid 19 on surgery the company is in a perfectly stable position.
nobbygnome
02/11/2020
09:45
Yet again DEMG comprehensively outplayed by LID. Utterly shameful
mrc2u
02/11/2020
09:37
Maybe not such good news !! Was the 500k a purchase or a sell ?
parsons4
02/11/2020
07:43
Nobby.. what’s 3x revenues for DEMG when the debt is taken off?
vega44
02/11/2020
07:32
Yes should be good news for DEMG share price as it will show the true value of a business like this!
nobbygnome
02/11/2020
07:30
Cash offer for LIDCO.............
chrisdgb
27/10/2020
13:45
Anyway, I have held off on LID's interims compared to DEMG's but LID had sales of 6.2m and DEMG of 1.2m. That is five times higherAnd DEMG only needed to have sold 7,000 less to have rounded to £1.1m which would have made LID over 5.5 times higherI get there are different exposures to surgery between the two but DEMG has a great ICU product especially in ventilated patientsSo, why were LID able to generate £2,698k of monitor sales to the NHS in six months, up 12x on previous fist half? And why were DEMG only able to generate monitor sales of £16k, down from £19k?There was a windfall to be had and LID grabbed it. DEMG totally missed it. DEMG monitor sales in the UK were less than 150th of LIDWhy?Because they have spent over a decade failing to develop a new monitor. Why? What are they doing about it? Who is to blame? Who is sorting it out?But maybe also because they don't know how to sell?What is needed is:New chairNew, smaller, boardNew brokersNew monitorNew marketing storyNew business modelLID has done all the above, DEMG none of it and now DEMG have been shown to have been swimming naked for yearsMrC
mrc2u
27/10/2020
13:26
Hi mrC2u, with the Sp in a tight range of 1.15- 1.50 I can only assume the few diehard investors with the deep pockets are here because of ethical reasons not necessarily for monetary gains!
gbenson1
27/10/2020
10:55
I suppose it is encouraging that these have recovered a little. There seem to be a couple of diehard fans with deep pockets who must either know something we don't or believe they know something we don'tAny clues?MrC
mrc2u
27/10/2020
09:28
Pleased to see some buying albeit small trades, won't take much to move the Sp north!
gbenson1
23/10/2020
12:40
Just bought another chunk.
janatha
16/10/2020
09:08
Still here but nothing to say. I will be buying a large amount at some stage but currently have a watching brief.
nobbygnome
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