Lidco Share Discussion Threads

[arf dysg] 17/10/2018 15:20

willib, I note that you note that DEMG is not exactly up recently, on timescales from days to years.

I also note that LID is not exactly up recently either. Don't cast stones, my boy, you're in the same boat as DEMG.

[willib2] 08/10/2018 13:59

Yump, oh and did you note Hydrodecs price dive today, good strategy failing again my boy

[willib2] 08/10/2018 13:56

Yump posts on DEMG that rampers (Dont agree with him) are sad and dont have a strategy.
Tell me Yump how much is your strategy down on DEMG.

[willib2] 24/9/2018 19:27

Arf Babbler not commented on todays result yet and the Count still trying to trap people with his forked tongue comments.

[arf dysg] 24/9/2018 16:53

If they dropped acid they'd be in the REALLY high usage programme.

[buywell3] 24/9/2018 07:23

Matt gives a heads up ''we see more customers migrate to our High Usage Programme''

Commenting, Matt Sassone, Chief Executive Officer of LiDCO, said:

" We will look to appoint a suitable replacement to assist with our expansion plans as we take advantage of the growth opportunities that we see ahead of us, in particular as we see more customers migrate to our High Usage Programme."

[trentendboy] 24/9/2018 07:08

Brutal cost savings and cuts at DoomedtexMillion in losses and million left in cashCutting it very very fine - they must realise that new fund raising would be tricky

[arf dysg] 23/9/2018 16:41

willib2, Babbler saw my warning about the zombie apocalypso and he just went to pieces. :)

[willib2] 22/9/2018 20:42

Arf "Being controlled probably", I see Babbler changed his tune following you explaining the frailties of the market. haha

[7767] 20/9/2018 12:26

Hi
Matt Sassone is playing cards very close to his chest and is not releasing news of individual new hup sign ups. He surprised us with an extra 3 to the 2 pipeline sign ups he announced at the open share holders meeting. With 50+ sales force working all the states I think there is amazing growth ahead with Edwards wanting it Possible takeover? who knows here's hoping

[arf dysg] 18/9/2018 15:33

willib2, a 35% price increase doesn't look great against the spread of 350,000,000,000%.

[willib2] 13/9/2018 21:43

Not a lot of interest on the other board re the 35% increase.

[arf dysg] 22/8/2018 16:13

...so why is the share price down, Buywell? Hey? Hey ? Hey?



Why, oh why, oh why, oh why?

[buywell3] 22/8/2018 15:14

I agree , more timely news needed


However this reads well

''Whilst it has been a slow first half, the Company expects a much stronger second half as more customers sign up to the HUP programme, especially in the USA.

As a result, the Board still expects the year to 31 January 2019 to be a year of further growth of LiDCO sales.

In addition, the Company's cash position is expected to benefit in H2 2019 from the further growth in HUP contracts, as customers pay in advance of services being provided.

The Company intends to announce its interim results for the half year to 31 July 2018 on 9 October 2018.

Commenting, Matt Sassone, Chief Executive Officer of LiDCO, said: "We are continuing to make progress with growing recurring revenues, and have a significant pipeline of opportunities for our unique high usage programme, especially in the USA.

In the second half of the year we expect to benefit from this pipeline developing in the USA, a higher level of capital sales in the UK and contributions from signing new third party distribution agreements."



buywell3 comment

In the USA HUP wins continue to roll in

LiDCO in their May 2018 report had 10+ USA HUP dealks in the pipeline

So 3 of those have been signed since in the last 3 months

Not unreasonable to assume that another 4 or maybe 5 might be signed in the next 6 months


China should add circa £1.5M to turnover when sales commence again hopefully before the end of this financial year ... so should be a good 2019


Good to see South Korea added and Vietnam plus France which we heard about a couple of months back. New revenue streams from these new countries should start to flow increasingly as of now together with increasing sales into Japan.


3rd party sales turnover used to be around £1.6 M with Argon medical but at a paltry 20% commission for LiDCO , signed by the old CEO now ended.

Good for LiDCO as:


Matt Sassone the new CEO now has/is sorting 3rd party sales afresh .
Turnover hitting around the same level next year will be at nearer to 50% commission for LiDCO ie 150% higher margin than before with Argon.

Hence 2019 is looking like being a very good year for LiDCO

Remember LiDCO strategic plan allowed for a 2 year transition to get the HUP program ramped up in the USA as new sales staff were needed.

This is now happening , but it would be nice to get an RNS for each HUP contract win

More positive newsflow will benefit the LID share price from its current level

[7767] 22/8/2018 10:57

Arf It sounds like you didn't attend the share holders open meeting earlier this year. The HUP allows Lidco to introduce the Monitor into hospitals that already have a monitoring system, the cost is recovered in the price of an annual rent and monitor contract I would sit back and watch, my only gripe is that Matt Sassone doesn't put enough enthusiasm in his statements or releases news of new contracts as they are signed.

[arf dysg] 22/8/2018 10:25

The HUP is the Tottenham Court Road of medical sales: pile 'em high and sell 'em cheap.

Hiding behind that motto is the hope (note: only a HOPE) that the goods will be sold in great quantity.

[7767] 20/8/2018 08:52

We were told that there were 2 HUP contracts in the pipeline, Lidco have actually secured 3. Edwards will be starting to consider Lidco as a threat now and hopefully thinking "takeover"???

[buywell3] 14/8/2018 16:32

Under the old CEO LiDCO was selling 3rd Party products for Peanuts at 20% .... TERRIBLE


Lidco selling 3rd Party products in the UK

''Although notice has been given to terminate the distribution agreement for Argon Medical products at the end of September 2018, the Board aims to offset the effect of this by signing additional distribution agreements to take advantage of its sales reach in the UK.''

Argon was paying Lidco 20% for them to sell their products in the UK. This was a deal the new CEO was stuck with and has now ended.
20% is a very low percentage for a Distributor to agree to.
40% would be about the norm in the medical area from my research via other shares.

I expect Lidco as it is in a MUCH stronger position to bargain from.
Lidco is now the number one UK Hemodynamic monitor supplier to the NHS.
When the previous deal was struck with Argon it was not.

Thus Lidco should be able to strike a decent deal/s regarding the sale of 3rd party products into the NHS , using their position as a NHS approved supplier to do so.

I would expect 40% plus as the new percentage for Lidco to obtain for such an undertaking/s.



The new CEO is now carrying out his 3rd Part plan by signing additional distribution agreements to take advantage of its sales reach in the UK


So at 40% plus ... 3rd Party sales IMO could generate DOUBLE the previous profits for LiDCO

[buywell3] 14/8/2018 16:25

Key sentence here in the recent Distribution deal RNS

"As previously communicated, LiDCO intends to use its market leading position and excellent sales coverage in the UK to distribute a number of synergistic products with attractive margins. ''


SO expect MORE Distribution deal RNS's sooner than later ......

with attractive margins

IMO an attractive margin is 50%










19 July 2018

LiDCO Group Plc

UK distribution agreement with Maicuff Technology Ltd

Commenting on the new distribution agreement, Matt Sassone, Chief Executive Officer of LiDCO, said:

"As previously communicated, LiDCO intends to use its market leading position and excellent sales coverage in the UK to distribute a number of synergistic products with attractive margins.

The first example of this is Maicuff, and initial discussions with a number of our key customers have been extremely positive.

We anticipate that LiDCO can gain significant traction in this expanding markets by combining Maicuff's excellent product portfolio with LiDCO's extensive contacts and product area knowledge."

[willib2] 13/8/2018 12:57

Very good question TEB

[trentendboy] 13/8/2018 12:29

Why would LID take on doomed tech?

[7767] 13/8/2018 11:33

Deffo no merit, I believe if Lidco make serious inroads into the American market Edwards will make a serious offer for Lidco

[7767] 13/8/2018 11:24

Deffo no merit, I believe if Lidco make serious inroads into the American market Edwards will make a serious offer for Lidco