Deltex Medical Share Discussion Threads

[schloo] 27/5/2021 06:33

Distributors increasing the volume of orders significantly sounds very positive and I am sure Andy will expand on that later. I can't go but suggest asking him about France to flush out the highlights

And don't call me Shirley...

[mrc2u] 27/5/2021 06:26

AGM statement: is that about headwinds or growth?

And, surely, there must be doctors out there who, after 20+ years, don’t need a clinical educator to use the products

Wishy-washy drivel but suppose it points to growth maybe even in the first half

MrC

[babysitter] 26/5/2021 20:46

What time is it?

[nobbygnome] 26/5/2021 20:29

Don't forget the presentation from Andy tomorrow....

[gbenson1] 17/5/2021 11:46

mms can't make their minds up, currently 1.74 to buy and 1.745 to sell..

[gumption] 08/5/2021 22:22

I’ve found all the CEOs of Deltex over the many years very approachable- I guess they are chosen for their cymbal clashing abilities, because, let’s face it, unless the out of date chair oks it, it doesn’t happen.

[nobbygnome] 08/5/2021 16:39

I had a call with Andy Mears last week. Of course nothing inside was disclosed but the conversation left me extremely content with my investment. My personal opinion remains that a buy out is inevitable and the only question is the price; there is no doubt it will be considerably above the current level....

Andy stressed that he was happy to speak to any interested shareholders so get in contact if you want a chat. He really is a very approachable guy!

[gbenson1] 29/4/2021 11:07

That was part of my thoughts, the MMs are slow to raise the bid price so anyone thinking they've got a bargain can only sell on very thin margins (profit) nice to see the 3 x 250k buys part of the 4m I guess, they bought at 1.69 and sell @ 1.95..

[donaferentes] 29/4/2021 11:01

I expect MMS spiked the price up to draw in buyers to cover the 4m sake they'd been asked to facilitate. Shows over, normal service resumed. But on what a spread!

[gbenson1] 29/4/2021 08:26

Strange spike up yesterday on very thin volume, after the experience of last week just wonder if the MMs are trying to create some business for themselves? Buyers beware..

[gbenson1] 28/4/2021 10:53

fwiw the 2 trades @ 1.799 are buys and not sells.

[donaferentes] 28/4/2021 10:46

Ah it doesn't like the symbol for less than. Who will care about the less than 0.25% dilution when we are bought out at 6.0p?

[donaferentes] 28/4/2021 10:45

There it goes again. I give up

[donaferentes] 28/4/2021 10:44

My post seemed to self edit. Who will care about the

[mrc2u] 28/4/2021 09:28

My points were more about firstly how small the 4m share trade was and secondly about how the equity incentive being weighted towards the non-execs.At last year end, there were 19.8m shares under option of which Andy Mears had 16.4m and the FD 1.0m leaving a paltry 2.4m between everyone else, many of which are well under water.Now they have another 9.5m which is the same as the chair awarded himself in December at a lower price.Who said capitalism is broken?

[donaferentes] 28/4/2021 07:00

true, but who of us will care about the

[gbenson1] 28/4/2021 06:56

I agree donaferentes, however I think the company will of changed hands before there exercisable in 3 years time. Normally options are honoured at the exercise price at the date of the takeover, therefore there a win, win for the holder who can sell at the premium bid price, in this case circa 6-8p. Imho.

[donaferentes] 28/4/2021 06:40

These options have not been "splashed around".They are exercisable only under certain conditions of achieved results and the shares have to be paid for at today's price.

[mrc2u] 28/4/2021 06:29

And just to show that 4m is not that much, DEMG has just splashed around 14.5m of new share optionsThen again, at least these are to incentivise the people who actually do the work. This is less than half the number of shares the chair and other NEDs awarded themselves late last year to celebrate years of underperformance and those were pure shares, not optionsMrC

[mrc2u] 27/4/2021 08:29

4m is not a lot of shares when there are nearly 600m in issue and I suspect there are far more than 8 possible sellersI am one but it wasn't me. As you suggest, I am holding out for a sale. I think it will be later than the little nobby fellow reckons but at a higher price. Would hope to see growth reported for first half, launch of new monitor then offer in Q4 at 10p or moreMrC

[gbenson1] 27/4/2021 06:41

Thought for the day! A minimum of 8 contenders for yesterday's 4m share sale, 4 of those contenders hold circa 28m, is this their last move for now or the start of a larger deleveraging. Personally if I held a notify-able amount of shares I wouldn't sell if there was a possibility of a potential bid for the company. I'm assuming these shares were purchased in the 1p sale which went to mainly directors and institutions? Perhaps we'll get an RNS? Anyone with any thoughts.