Intelligent Ultrasound Share Discussion Threads

[wild bill] 26/6/2007 12:20

Nowt fair about that Roy, you probably paid between 75p and 130p, how about selling me some at the price you LAST paid for them ;-)

[25october1969] 26/6/2007 11:48

Tell you what Bill, as a favour, I will sell you some at the price I first paid for them, cannot say fairier than that, how many would you like?

[wild bill] 26/6/2007 11:24

TCM - This has turned into one of those 'if only' shares. If only I'd bought when you first brought them to my attention with your pick for 2007 (well actually it was Roy, he wanted it, but you beat him to it) then I'd be almost 100% up.

So there'e the answer to your question, no, not yet. Having said that, as you say, this could fly with the right RNS, and the 30ish pence climb since January could represent only 10% of the total rise in the next 6 months.

That would make it worse than an 'if only' share.....

[thecurrymonster] 26/6/2007 10:35

WB - I used to be a holder of ZIM - I bought at 12p and sold at 7p - not my greatest investment to date, but I can't help keeping an eye on it still - the thread's still good for a laugh, but I can't help wondering how on earth the company is still in business. It amused me this morning because they spend so much time over there complaining about lack of newsflow, that when the results RNS came out they all missed it!

Have you bought any MED yet? You must know that we are only one RNS away from hitting the big time now. Once the 'successfully delivered first production' RNS is out, there will be no stopping this. As everything is still on track as far as we know, then this RNS should be out some time in the next month.
If it's followed by a couple of decent 'new orders' RNSs, then the skys the limit.

(of course, it could be another 'delayed production due to problems' RNS, which will kill the share price stone dead....)

[wild bill] 26/6/2007 10:10

TCM, I see you're keeping the boys on the Z thread up to date ;-)

[naeclue] 21/6/2007 09:18

I did get a look at a working display at the AGM, and it was fantastic. They had a football match running, you could see it perfectly, top quality image.

I'm a little curmudgeonly to be delighted at anything other than sales from a company, but it is a terrific image on the MED screen.

[wild bill] 20/6/2007 11:39

it's hard to explain

[wild bill] 20/6/2007 11:33

sorry, I tried to insert the text needed but it doesn't show

[thecurrymonster] 20/6/2007 11:07

Morning,

A few photos of MEDs displays if anybody's interested:





Sorry, I don't know how to post pics here on the thread.

[thecurrymonster] 19/6/2007 10:02

Interesting piece in 'Electronics Products' magazine.



Interesting, because it's the first time I have really seen the product being pushed in commercial component sales magazines, along with proper technical details (i.e. stuff that's useful to somebody actually thinking of incorporating the displays into their product) as well as contact details for pricing and availability, which re-confirms the production situation.

Operating from a 2.5-V input and drawing 50 mW, the 14 x 10 x 50-mm display has a two-wire serial interface as well as BT656 and 8-bit serial RGB digital inputs. (Contact Natalie Polack for pricing and availability.)

[thecurrymonster] 04/6/2007 17:08

Tuffbet,

Interesting points, and interesting comparisons to NXT. I also keep thinking of similarities to NXT, and the obvious problems of convincing the sceptics, but as you say, it's perhaps not as difficult in this case.

You are absolutely right, that one BIG order is what is required here, (although I would settle for a whole load of medium sized orders). They may have a fantastic, leading-edge produce, but if nobody wants to buy it then they are in trouble. It's time to just sit back and see what happens now. The rest of this year should be very intersting times for MED.

Cheers.

[tuffbet] 04/6/2007 16:31

TheCurryMonster

The last sentence of the article touches on a key point ie the early user advantage. I think that's such a big factor in such a rapidly changing sector as the games market that once a major player signs a contract the rest almost have to follow either that or they run the risk of being history almost overnight.

Whilst it's easy to speculate about the apparently enormous market place for the product there are lots of lessons for investors and hopefully the management team at MED in looking at what happened to other companies which seemed similarly placed but have failed to reward shareholders for their loyalty - NXT for example.

A significant disadvantage NXT had which MED doesn't is the need to convince a sceptical (some would say hostile) retail market that quality sound could be produced from a flat surface. The fact that flat speakers were relatively cheap to produce didn't help the retailers margin which may have had something to do with their reluctance to back the technology.

In contrast MED are selling into a relatively new market space it's not therefore a case of creative destruction but more of giving OEMS the chance to add new products and applications to what already exists.

That to me is why MED should trade at a premium -it's a product which can only expand the market for others which means it's adoption is likely to be warmly welcomed by lots of interested parties.

Unfortunately NXT was like a snowball which never really got rolling and eventually melted. ThE line between success and failure can be very fine and a snowball which can get that little bit of momentum can rapidly grow bigger and eventually start an avalanche - I think that's what MED are on the verge of doing but I won't bet the whole ranch on it until that BIG order appears.

[unionhall] 04/6/2007 14:11

They certainly seem to be leading edge - In none of the articles I've read so far have any competitors been mentioned.

Are they really that far ahead of the pack ?

[thecurrymonster] 04/6/2007 11:08

Nice article about MED's displays here today:

[superhero si] 01/6/2007 11:03

The price is edging up, are we going to touch 82 pence this time up?

[25october1969] 31/5/2007 06:40

I think this is a new license Agreement albeit MED is being supplied rather than being the supplier

"SAN JOSE, Calif., May 30 /PRNewswire/ -- Vitex Systems, Inc., a leading technology developer, licensor and engineering service provider for thin-film encapsulation and moisture barrier films, today announced that it has signed a license and material supply agreement with MicroEmissive Displays Group plc (AIM: MED) of the United Kingdom. MED is the world leader in designing and manufacturing low-power, light-emitting polymer displays. The license gives MED the non-exclusive rights to use Vitex's proprietary Barix(TM) thin-film encapsulation technology on MED's next-generation microdisplays. "

"John McEachran, director of operations of MED, said, "This agreement represents a major step forward for MED, as the introduction of Barix into our manufacturing process will result in significant improvements to the quality and reliability of our next-generation displays."

[friars3] 30/5/2007 13:53

Thanks for info NaeClue sitting on this one for a while.

[friars3] 30/5/2007 13:53

Thanks for info NaeClue sitting on this one for a while.

[thecurrymonster] 30/5/2007 12:08

Thanks for the update NaeClue - Unfortunately, I wasn't able to make it there myself today.

[naeclue] 30/5/2007 11:34

Hi, I did go to the AGM. MED were playing things fairly close to their chest.

They will be shipping in H2 of this year. See a need to be careful with working capital as they ramp up production, but seemed confident that they could manage that with existing resources.

The guy I spoke to (a non-exec) said that they had a good idea of their situation for this and next year, but that he wasn't allowed to talk about it.

The contract for night vision equipment is ongoing, and will continue next year. Didn't ask about the distribution order being repeated.

They have been talking to a LOT of companies about head mounted displays. Their technology has lowered the price-point and lowered the power requirements for these, making them a commercially viable product. This group of customers are demanding attention from MED, they continue to work on other areas, but these are the most present, fastest moving.

Dresden worked well, they got a good grant, excellent local expertize and the line is largely automated anyway. They can replicate the original line in 6 months if they needed to.

They were careful not to get too much into specifics, but the primary concern was managing the growth, controlling working capital associated with increased production and business levels.

MED wouldn't go into specifics, but my impression is that they are in a very strong position. They need to manage their growth, but immediate prospects are excellent. They need to convert interest into orders, but there is a lot of interest.

[friars3] 30/5/2007 10:56

any one at the AGM any news Ie shipments etc

[friars3] 30/5/2007 10:56

any one at the AGM any news Ie shipments etc

[thecurrymonster] 30/5/2007 10:53

AGM Statement:



Nothing there that we didn't already know!