Lidco Share Discussion Threads

[7767] 25/7/2017 09:42

I think news of the progress of the new sales team in America maybe filtering through but MM's don't want selling if they raise the price IMO.

[7767] 24/7/2017 13:02

MM's holding price back for some reason, over 200k bought again yesterday!!!!!

[arf dysg] 23/7/2017 18:55

Arf Dysg (5094) "I can tell you what IS going down..."

Arf Dysg (5118) "...and is still going down..."

...and down...

[buywell3] 22/7/2017 17:39

Interesting that on friday there were more buys than sells but the MM's marked the share lower ?

315k of BUYS 250.04K SELLS

Strange, and look at the tiny £38 knock down trade first thing otherwise there was just one SELL of 250k at 9.75 unless somebody says different.

Lidco Group (LSE:LID) Share Price

Today's low: 9.5500
Sell LID 10.0000
Today's high: 9.9000
Buy LID
Last trade:9.6250
Change:
-0.1250 (-1.28%)
Volume:565,952
Delayed price:21-07-2017 17:19:12
Summary News Discussion Chart...
Analysis...


Latest trades

Time .......Price Volume Value
17:19:12 9.9 100,000 9,900
14:32:20 9.9 60,479 5,987
14:22:04 9.855 50,000 4,928
13:54:29 9.855 5,073 500
12:02:48 9.75 250,000 24,375
09:29:44 9.9 100,000 9,900
08:59:15 9.55 400 38




Worth a listen LiDCO CEO




Click on this link below to hear a 10 min interview with Matt Sassone

[buywell3] 21/7/2017 14:15

You mean for our close competitors

They have shown that LiDCO USA sales should do very well

LiDCO should be able to achieve IMO a bottom end of about 25% better than the other lot

I will add what a kind poster has come up with re their sales history WHICH interestingly has now stalled with only 2 accounts USA added in 2017

Now I wonder who has been winning new accounts there ?


These are the numbers that should get beat by 25% plus,IMO 50%, for probe sales read Hemodynamic Monitor sales

Full year US probe sales:
2017 £2.3mln (estimate)
2016 £1.87mln
2015 £1.33mln

Half year figures:

2017 1273 2nd. half
2017 1018 1st. half
2016 1021 2nd. half
2016 848 1st. half
2105 725 2nd. half
2015 608 1st. half



Then there are the ROW sales for LiDCO which are also taking off

[trentendboy] 21/7/2017 08:55

Buywell, good posts. You should point out the LID strategy in the US over there as it does have important implications

[buywell3] 21/7/2017 08:16

OK I have been a bit selective about the above update

It is worth reading that DEMG have made further progress in the USA

why ?

Because LiDCO are now going on a BIG sales drive there with a hand picked and trained new sales force (by Shane Doorish the New Head of USA sales from Jan 2017)

If DEMG can make in-roads in the USA and they got started about 2 years ago, then LiDCO with a superior range of products and backed by a partnership with ICU Medical the 3rd BIGGEST company in the GLOBAL Hemodynamicmarket ( see a previous post a couple of days back)

LiDCO are going to achieve BETTER numbers than DEMG

Remember that if some now post on here about a rise in DEMG sales

LiDCO with a bigger and better range of offerings , superior technology (see previous post re ICU Medical clinical trial) and a doubled in size USA super trained salesforce (courtesy of Shane Doorish) PLUS the addition of a very clever Matt Sassone 'DISRUPTIVE SALES STRATEGY' are going to surpass and leave DEMG in the USA dust.

[buywell3] 21/7/2017 07:59

On a positive note I see a competitor of LiDCO is losing UK NHS market share again
IMO opinion LiDCO will be the beneficiary of the 3%

Hence my call for LiDCO having 60% of the UK NHS Hemodynamic Monitoring Market by the year end.




Deltex Medical Group PLC Pre-close Trading Update

21/07/2017 7:00am


Deltex Medical Group plc (AIM: DEMG), the global leader in Oesophageal Doppler Monitoring ("ODM"), today announces an update on trading in the half year ended 30 June 2017.

Highlights


o UK revenues marginally reduced at 3% behind H1 2016 with GBP0.1m fall in probe sales mostly offset by other revenue streams

[buywell3] 21/7/2017 07:49

You want me to post,

buywell3 - 31 May 2017 - 17:12:34 - 8801 of 8896 Deltex Medical - a British success story! - DEMG
They will be throwing the kitchen sink in next to try to keep this at 4p

RNS's out next week

Cash required within another 4 weeks is my call and they will want 3.5p hence the news flow

dyor







Don't you TEB .... but I can't kick a dog when its down

[trentendboy] 21/7/2017 07:37

Dilution madness continues on the board of evil

[buywell3] 20/7/2017 16:31

Matt Sassone is a great salesman

[arf dysg] 20/7/2017 13:10

buywell: "Shane Doorish [...] invented/developed some of their Hemodynamic Monitoring IP"

Then why did he leave a big successful company like Edwards?

[buywell3] 20/7/2017 10:43

Shane Doorish was them for a long time and also invented/developed some of their Hemodynamic Monitoring IP

He worked his way up the ranks.

I think he will prove an asset to LiDCO which is why Matt Sassone picked him

I have no doubt that has picked and trained the new USA sales force himself

More about him when I post about who I think will buy LiDCO (still finding things out)

[arf dysg] 20/7/2017 10:26

buywell3 (5124) "The new Head of sales for LiDCO USA,Shane Doorish , appointed earlier this year , was a Director for Edwards Lifesciences"

So Shane Doorish is in Lidco because either:
1) there is an approaching significant link between Edwards and Lidco;
or:
2) he couldn't make it in Edwards so managed to find somewhere smaller to receive a director's pay (notice I didn't say "earn").

[buywell3] 20/7/2017 07:31

The new Head of sales for LiDCO USA,Shane Doorish , appointed earlier this year , was a Director for Edwards Lifesciences(refer list below) previous to his appointment by LiDCO CEO Matt Sassone.



Matt Sassone himself was the Chief Marketing Officer of Maquet(Getinge/Pulsion see list below)


ICU Medical are selling the LiDCO LXi in the USA (See list below)

An agreement with ICU Medical was signed in 2016


Following the interest shown and sales of LXi , ICU Medical decided to incorporate LiDCO technology into a product of their own hence:

ICU Medical are using LiDCO technology under a licence/royalties arrangement in their new COGENT 2-in-1 Hemodynamic Monitor



I shall be posting on who I believe are likely to acquire LiDCO soon


Global Hemodynamic Monitoring Device Market 2017 – Edwards Lifesciences, Philips, ICU Medical
March 14, 2017

Leading Manufacturers Analysis in Hemodynamic Monitoring Device Industry 2017:

1 Edwards Lifesciences
2 Philips
3 ICU Medical
4 Panasonic
5 Cheetah Medical
6 GE
7 Nihon Kohden
8 Draeger
9 Schwarzer Cardiotek
10 Getinge (Pulsion)
11 Cnsystems
12 Mindray
13 LIDCO
14 Uscom
15 Deltex Medical
16 Osypka Medical
17 Baolihao



LiDCO are small Globaly but BIG in the UK NHS where they have consistently gained market share in the last 3 years to now stand at over 55% of the NHS Hemodynamic Monitoring Market

This has been done AGAINST offerings from Edwards Lifesciences(Flowtrac) number 1 in the list above and Getinge/Pulsion (Picco) number 10 in the list above.

This means the NHS have been buying more of LiDCO Hemodynamic Monitoring equipment that Edwards Lifesciences or Getinge/Pulsion

ICU Medical sit at number 3 in the list above

I have previously posted also that LiDCO have recently in 2016 (middle) been added to the NHS Supply Chain , they were not on it before , it allows them to supply the NHS without going through a tendering process.

In 2016 signed the renewal of a five-year commercial agreement with Argon Medical to distribute pressure monitoring products in UK & Ireland
hxxp://www.lidco.com/news/final-results/

Since all of the above LiDCO have launched a new product which has FDA clearance



Commenting on the FDA clearance, Matt Sassone, Chief Executive Officer of LiDCO, said:

"The clearance by the FDA means that medical institutions within the United States now have the opportunity to benefit from the next generation of hemodynamic technologies, as well as having access to LiDCO's high usage pricing programme. This is key to establishing LiDCO technology as a standard of care and gaining market share in the world's largest hemodynamic monitoring market.''

''This announcement coincides with the conclusion of the first wave of our investment in additional US commercial resources, more than doubling our presence in this market. We look forward to what will no doubt be an exciting period ahead for LiDCO in the United States."

dyor

[arf dysg] 19/7/2017 13:23

The lid is on the loose! The lid is on the loose!

[buywell3] 19/7/2017 11:25

Arf I think you are a closet LID liker








































You pretend to like DEMG , clever.

[arf dysg] 19/7/2017 10:58

Interesting, TEB. Perhaps you know the age of LID's technology.

[trentendboy] 19/7/2017 08:43

Alfie(s), funny you showing up on TP group to talk about cannonballs.

How doomedtex is staying up is the most surprising. Also amusing that posters are trying to pimp Deltex out to LID.

Why would anyone want to buy a company using 25 year old tech that has singularly failed to make a profit since inception

[mrc2u] 18/7/2017 23:07

MyositeTry & trump Shakespeare with Star Wars? You can not be seriousTake it the new name is not a classical allusion then, which brings us back to faecal incontinenceMrC

[arf dysg] 18/7/2017 17:40

Arf Dysg (5094) "I can tell you what IS going down..."

...and is still going down...

[arf dysg] 18/7/2017 13:26

willib, you should find my most recent comment on the Deltex board to be a real barrel of laughs.

[willib2] 18/7/2017 11:52

Chrisdgb,If your system was the chosen one , why would you want to buy the competition.
Different if you was a big company and wanted swat the irritation.