Deltex Medical Share Discussion Threads

[scraps77] 12/6/2024 14:19

greedfear

True.

[greedfear] 12/6/2024 14:16

Can’t tell you. But, who would short a 1.8 million marketcap stock?
I find that hard to imagine.

[scraps77] 12/6/2024 13:13

If someone is shorting the stock would they have to declare their position to the market ?

[mrc2u] 12/6/2024 10:48

There is no research in the market for private investors. There used to be when I bought in. These awards are massive and only 2 weeks before the half year after which they will have a trading update. Hard to believe they do not already have a very good view of the sales in the six months. They could and should have done options after not before the update. More bad governance from a passed it chair in my view.MrC

[greedfear] 12/6/2024 10:04

But it’s not unpublished, there is no need to provide specific numbers, they’ve “told” the market how the company is doing. Also, the numbers might not be realised (yet). In some way directors always have better knowledge about what is going on. Back in your days, now and in future. Nothing ever really changes.

[mrc2u] 12/6/2024 09:43

Why might it look bad? It might look like share options were awarded to Director when they were in possession of unpublished price sensitive information. Back in my day that was known as insider dealing.MrC

[greedfear] 12/6/2024 09:11

This is frustrating. No buyers, while I would buy 5% of the company right now at this price without any hesitation whatsoever. Alas, I can’t. All that’s needed to get this moving is one more nutcase like me.

[greedfear] 12/6/2024 09:04

How so would it look very bad? The company has continuously stated all was going according to internal plans and the outlook was positive. That’s all a good listener would need to hear to “know” things are starting to look better.
Also there are conditions and limits to the options.
I do hope they’re going to make a killing on their options, because if they do, anyone making use of the current share price by buying/adding would also.
Onwards and upwards!

[mrc2u] 12/6/2024 08:27

The victims of last year's dilution should watch the news very closely. DEMG has assiduously avoided giving any numbers re new box sales. It will look very bad indeed if these turn out to be good and they have stuffed themselves full of cheap options a couple of weeks before news that sends the price rocketing.This smells.MrC

[mrc2u] 12/6/2024 08:24

These awards are obscene. Last June, contrary to all previous indications, the company announced it was running out of money followed by a massively dilutive fundraise. Since then the chairman has awarded himself massive numbers of shares at the discounted price and now the execs, who were lucky to keep their jobs, get a lavish option package.MrC

[greedfear] 12/6/2024 06:30

A nice share option plan for directors while the share price is hovering around the lowest price ever. What do you think, good things to happen soon? They’ve timed this perfectly?
I think so.
Another signal things are turning for the better I believe.

[bigt20] 06/6/2024 14:29

£1.94


Anyway dont forget the 80th Anniversary of D Day.

[greedfear] 06/6/2024 12:39

Well, that’s it! I’ve sold all of my 1,785 shares @ 0.1085p and I wish you well!

[mrc2u] 06/6/2024 10:24

I've been down on this stock for a long time and agree that the chair needs to go to the extent that I will not risk any more until they are shot of him.But, I also agree with the little nobby fellow that the market cap is ridiculously low. If they changed chair tomorrow, I would buy more tomorrow.MrC

[generalgrim] 06/6/2024 10:09

…I do hope no one is taking notice of your ramping diatribe here shill?

[nobbygnome] 06/6/2024 08:05

Well an inexplicable fall after good news. There certainly is a big seller out there; th market cap is now completely ridiculous

[trentendboy] 05/6/2024 18:44

Utterly doomed - sad to see

[greedfear] 05/6/2024 14:22

“Yeah? Well, you know, that’s just like uh, your opinion, man.”

[barnes4] 05/6/2024 14:16

This is a complete dead duck as I said yesterday
Like most of AIM

[greedfear] 05/6/2024 13:39

I would really like to know who the selling “mastermind221; is.

[greedfear] 05/6/2024 13:36

That makes a lot of sense.
A successful take over of the company might be in the Chairs mind too as an honorable way out.
Ending his era in a positive way and with a bag of money for his shares.
It would be better for everyone as the company probably would benefit from being part of a bigger organization.

Yes, it all would make sense very much.

[schloo] 05/6/2024 12:27

There's a very good chance. Indeed a sale to a major has, realistically, been the only sensible strategic option for the company since the NHS/NICE failed to see through their implementation schemes 10 years ago. The best time to sell will be with a new monitor selling well. The core Doppler technology is well differentiated and reimbursed in the US. The new non-invasive Doppler technology opens up all sorts of opportunities all over the hospital and, eventually, other health settings. The platform approach which offers all the main technologies in one box means DEMG finally have a product that appeals to a big company as they can, for the first time, become the sole suppliers of hemodynamic monitoring to whole hospitals and whole hospital systems.

Last year's massive and massively discounted fundraise was a disaster for long term holders, particularly those, like me, who couldn't follow. The governance questions raised by it do not appear to have been asked at all. I suppose they never will be on AIM and the changes made since are token at best. Has there ever been a company with a more obvious need to bring fresh faces on to a Board, starting with the Chair?

However, that does not mean that one of the big boys should not buy this for 10, 20 or more times the current price in the next year or two.

[greedfear] 05/6/2024 08:41

“So you’re telling me there’s a chance.” :)

[schloo] 05/6/2024 07:29

In massively more interesting news BD is acquiring the critical care business of Edwards Lifesciences for $4.2 billion.

Edwards have been treating critical care purely as a cash cow for the last decade or more. BD are far more likely to be acquisitive and that will put pressure on Masimo (who bought Lidco) and Baxter (who bought Cheetah) to also fill gaps in their technology offers. Doppler is by far the biggest such gap.

[schloo] 05/6/2024 07:24

Being on NHS Supply Chain is better than not being on it so yesterday's news was good.

Even in the NHS, however, the reality is that people who want to buy the monitors will find a way to do so. They have been able to buy the new box for well over half a year and the company should have been building a sales pipeline for at least 18 months prior to the much delayed launch. Therefore the news we really want to hear is that the new box is moving off the shelves rapidly. Deltex really do not need to start replacing too much of the installed base with new monitors to show very strong (100%+) sales growth.