Lidco Share Discussion Threads

[myosite] 26/7/2017 21:10

Mr C
Great place though I prefer London

[buywell3] 26/7/2017 20:19

Just left you one Arf


To LID holders

I could not have penned this much better myself

“While some might mistakenly consider value investing a mechanical tool for identifying bargains, it is actually a comprehensive investment philosophy that emphasizes the need to perform in-depth fundamental analysis, pursue long-term investment results, limit risk, and resist crowd psychology.”

I would have added technical analysis and historical research

this one is spot on I can;t beat it .....

“While it might seem that anyone can be a value investor, the essential characteristics of this type of investor-patience, discipline, and risk aversion-may well be genetically determined.”

Its all in your jeans see.

[arf dysg] 26/7/2017 19:51

willib, I have posted something to valueman6 on the Deltex board.

HOWEVER, I believe that if you click on someone's name, one of the options you get is "Send Message". This could be just what the doctor ordered. Your mission, should you choose to accept it, is to click on valueman6's name and send him a message.

[mrc2u] 26/7/2017 19:50

Oooh MyositeAre you starting an alphabet game?Bristol Chichester hmmmmThink I will go for DorchesterMrC

[willib2] 26/7/2017 16:18

buywell3.
"IMO you guys knocking this should consider this ... especially those of you invested in a share that operates in the same sector ... and is trying to sell inferior technology product V LiDCO superior technology products"
That is going to make The Count explode.

[willib2] 26/7/2017 16:13

Arf tell valueman6 he will find wigwammer on the NANO board.

[myosite] 26/7/2017 15:08

Mr C3po you are fixated by the Bristol stool chart
I am delighted you think I am in the inner circle at Lidco - wish that was true - why not drive up from Chichester for a visit?
That said I do know what will and won't work from my clinical colleagues and I also know that this BB is about the market leader in the U.K. not an impedancedopplerpressurewaveform monitor or whatever you want it to be

[7767] 26/7/2017 14:44

IMO Old Mutual still have an unfilled order with Winterflood at 10p or below and that's why he can't move his share price.

[buywell3] 26/7/2017 13:47

There are a few regular knockers here who should take note of what is happening with LiDCO

If you read todays RNS and see a big institution adding to its position as has happened then to take a negative stance against it is akin to adopting the Ostrich in the sand position .... the one with the head in the sand ,@rse in the air stance ... where you can't see or hear what is coming up behind you to shaft you up the jacksy.

ie you get caught unawares because of being as stupid as the Ostrich is known to be


My advice , and I have on a few occasions been given good advice , well meant , with good intentions, is to 'prune your weeds and grow your roses'

weeds are bad performing stocks , roses ones that are growing

As we all know weeds grow faster than roses .... hence finding a good share to invest in is not easy .... even for me.

Being positive about what you are doing re share investing ie shares you own in a company is healthy

I like to try to stay healthy .... the health of ones wealth is a matter of life or death sometimes .... if for example one needs a very expensive operation that the NHS can't do for 9 months.... and you snuff it on the NHS waiting list.

IMO you guys knocking this should consider this ... especially those of you invested in a share that operates in the same sector ... and is trying to sell inferior technology product V LiDCO superior technology products

The chances of LiDCO now doubling its share price to 20p within 2 years is realistic due to its cash pile and new CEO's strategy for growth ... we will learn more in august IMO.

In that 2 years there is a realistic chance of LiDCO being acquired itself

The premium for a sale with growth taking place should be a high one at circa 75% to 100% uplift on the share price at the timing of any offer.


So there is a chance of up to 40p happening IF Matt Sassones growth strategy pays off.


Some other similar small cap Hemodynamic Monitor companies are cash starved , they also do not posses the leading technology currently available that LiDCO has.

Proof ... ICU Medicalthe 3rd biggest Global Hemodynamic Monitor provider picked LiDCO technology which has its own IP protected in many countries, after clinical trials proved LiDCO technology was superior to the other technologies currently in use in the UK NHS

Such cash strapped companies have a snowballs chance in hell of quadrupling in value in the next 2 years.

They drop in value as more cash is raised at LOWER prices

Losing UK NHS market share as some do .... will not encourage Institutional buying like we have seen in todays RNS

A decision to change horses might pay dividends


dyor

[mrc2u] 26/7/2017 12:56

BuywellActually it's all about the future not the present. However, I did think it worth pointing out that LID's ambitious export growth plans may only be aimed at getting them back to where they were at the end of the last decade.Would be interested in your take on what went wrong last time and why, with the same technology dressed up in a slightly different way, you are so sure it is going to be different this time.This is all on the basis that, unlike Myosite with his faecal dribblings, you are not in the LID inner circle.MrC2u

[buywell3] 26/7/2017 12:34

Re your historical post mrC2u26 Jul '17 - 11:06 - 5150 of 5152 0 0

Unfortunately the new CEO Matt Sassone only joined the company in August 2015

At this point in time he does not have access to a time machine to go back and implement his strategy for growth in 2009

Better stick to the present as it will now impact the LiDCO future

Good news

[7767] 26/7/2017 12:31

Old Mutual wouldn't have been buying without watching the progress in the US.

[myosite] 26/7/2017 11:43

I think the definition of winning an account in a US hospital needs clarification. Deltex are not exclusive providers in the hospital systems quoted in the RNSs

[arf dysg] 26/7/2017 11:28

myosite (5143) "the potential impact of the new monitor on clinical management"
Yes, if you drop a monitor on someone's toe it could do some serious damage.


buywell3 (5144) "somebody has taken note of my research / See RNS"

Yes, you clearly influence the investment decisions of Old Mutual. Maybe you're also secretly advising Credit Suisse, Goldman Sachs, Chase Manhattan Bank, J.P.Morgan and other investment houses.

I genuflect obsequiously at your magnitude.


buywell3 (5145) "Old Mutual hit 7.35% of LID on 19th July"
...which means that if they sell out, the share price is going to drop like a brick.

[mrc2u] 26/7/2017 11:06

BuywellGood advice to DYOR and really quite revealing.LID's annual report highlights re 2009 boast:1. "Export sales £3.54m now 66% of income and up by 50%"2. "US sales biggest contributor up by 121% to £2.28m"In 2016 LID boasted that "Revenues outside of the UK grew by 25% and in 2016/17 represented 36% of our business.All well and good until you think that over the 7 years export sales FELL from £3.54m to £2.98m and fell from 66% to 36% of total sales. US sales fell from £2.28m to £1.18m.And you are seriously trying to ramp this as an export success story?MrC2u

[buywell3] 26/7/2017 10:46

LID Moving Averages click this

[buywell3] 26/7/2017 10:43

The chart of LID has performed very well of late ... nice shape as I have posted before

It is good to see the share price has hung in there around the 10p area which has given different types of TA & Averages time to settle back to normal levels ie 10 day to 20 day etc

Moving Averages in particular are looking bullish and in uptrend ... holders like that

All that this needs to propel it to another level .... both interest wise re new shareholders buying LID and share price wise is a decent update re the USA sales strategy making progress for longer term holders.

Should come in August

[7767] 26/7/2017 10:01

Winterflood must have a few on board to get rid of, that's my 25k buy up there.

[7767] 26/7/2017 09:43

If Old Mutual have increased their holding that is more than good news. Old Mutual are no mugs!!!

[buywell3] 26/7/2017 07:11

Old Mutual hit 7.35% of LID on 19th July ...... congrats

My post re who is likely to buy LiDCO is nearly done

I shall be posting it soon now .... just finding out a few more details , all very interesting and the dots are being joined up.

[buywell3] 26/7/2017 07:06

Good to see somebody has taken note of my research

See RNS

[myosite] 25/7/2017 23:00

Nice one buywell.

I think you may have undersold the potential impact of the new monitor on clinical management tho'. I have bought some more LID shares on the front of the optimism out there and talking to some of the clinicians who already use it.

[willib2] 25/7/2017 20:41

buywell3, The Count is looking for niggling little points and trying to be cool about your devastating reports.

[arf dysg] 25/7/2017 12:40

The MMs like to jiggle the price around randomly because that confuses the hell out of ordinary punters and makes them trade lots and lots, just in case they miss something. This is how those rich-git fat-cat back-stabbing blood-sucking sharks in pinstripes make money.