Deltex Medical Share Discussion Threads

[gbenson1] 28/5/2021 14:09

Thanks for the reply, so more of a takeover consolidation than a decrease in share holdings, whilst DEMG has the accredited technology, I struggle to think of anyone as a possible acquiree? I guess you have to look to the USA or China?

[gnnmartin] 28/5/2021 14:03

They listed the four most recent consolidations in the area, the latest being the acquisition of Lidco. I'm afraid I don't remember the other 3. They talked around the topic briefly, but did not imply they were setting themselves out to be acquired.

[gbenson1] 28/5/2021 13:34

Hi gnnmartin, in what context was the consolidation mentioned, without going into figures, are they looking for a sort of 1 for 20 or 40 shares type of arrangement? In my opinion they very rarely increase share holder value in small companies.

[maxk] 28/5/2021 13:17

What difference would a consolidation make to a potential takeover scenario?

[gnnmartin] 28/5/2021 13:02

I've just listened to the recording. I found it very encouraging. I'm particularly please that they are making strides with usability. For years the company dismissed usability criticism, and the new user experiences the usability difficulty some months or even years before the health benefits become apparent through personal experience.

I'm also impressed by the technical R&D, and hopeful that the change dismissing assertions of equivalence that are not backed up by trial data.

The consolidation was touched on, which some on this board assume will lead to the takeover of Deltex. It does leave Deletex as a very small fish swimiing with the sharks.

I just hope that all the good moves have not come too late.

[babysitter] 28/5/2021 10:30

Thanks Count. Judging by the trading not earth shattering I assume...

[the count] 28/5/2021 09:38

--->BABYSITTER & PUGUGLY

The '502 Bad gateway message' is no longer showing for accessing the Investor Meet website guys.

You can now access the recording of yesterday's AGM.

Regards,

THE COUNT!

[nobbygnome] 27/5/2021 16:44

100k of it was mine. Should have bought more....

[pugugly] 27/5/2021 16:24

Seems to have generated a bit of buying interest some 940K shares but not a lot of money - only some £16,000 -

[babysitter] 27/5/2021 14:34

Thanks for thus Pug

[pugugly] 27/5/2021 13:37

Count - babysitter - Had no problem - Was not inspired by the presentation - It was told as it is but no USP's detailed against competition -

RE Bad Gateway - Defaulted to Bad Gateway at end of presentation for Questionnaire and now still Bad Gateway using my standard login - If this helps you at all.

[babysitter] 27/5/2021 12:34

On the website Nobby? You must have registered yesterday....

[nobbygnome] 27/5/2021 12:31

That is a shame because it has been an excellent realistic presentation. I think it will be available for viewing shortly.

[babysitter] 27/5/2021 12:29

Got the same message Count. Gave up.....just like HK 🙂

[the count] 27/5/2021 12:18

--->ALL

Have been trying to log in for the Investor Meet presentation for over 10 minutes now.

Keep getting the '502 Bad gateway message'.

Very bad show if the problem is not on my end.

Will have to miss this one sadly.

Regards,

THE COUNT!

[pugugly] 27/5/2021 12:05

IMC presentation now in progress -

[schloo] 27/5/2021 07:33

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 07:26

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 21:46

What time is it?

[nobbygnome] 26/5/2021 21:29

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

[gbenson1] 17/5/2021 12:46

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

[gumption] 08/5/2021 23:22

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.