Lidco Share Discussion Threads

[multibagger] 03/4/2019 11:16

Many thanks buywell2 for sharing your research and thinking. Much appreciated !

[7767] 03/4/2019 10:57

Two tranches of 600,000 shares went through yesterday, any ideas??

[buywell2] 03/4/2019 06:42

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[multibagger] 02/4/2019 07:59

From what is in the public domain, we know that, Quilter have sold atleast 4.73% since 28 Feb 2019 and are now under the radar (<3%). We won't know any more of their dealings. Whether City Financial have been selling and if so, how much - in the absence of any public domain knowledge is speculative, but appreciate that buywell2 may have his reasons.

What matters more is that LID Directors have been buying and the more recent ones are of a decent size. The share remains attractive and undervalued at this point.

[buywell2] 02/4/2019 07:59

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[pugugly] 02/4/2019 07:47

buywell2 - Are you sure City are out? See 114 above - Figures do not seem to add up upless a late declaration in respect of Quilter counter-party.

[multibagger] 02/4/2019 07:36

Another decent sized buy....

LiDCO (AIM: LID), the hemodynamic monitoring company, announces that on 1 April 2019, Mr Phil Cooper, Non-executive Director, purchased 650,000 ordinary shares of 0.5p nominal value ("Ordinary shares") at a price of 4.50p per Ordinary Share.

Following the above transaction, Mr Cooper's total beneficial holding is 2,666,667 Ordinary Shares, representing 1.092% of the Company's issued share capital.

[buywell2] 02/4/2019 07:20

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[multibagger] 01/4/2019 20:27

You could be right PU and if the rationale for their selling holds....and there could be more offloading by Instis in the new financial year.

Could present with an interesting buying opportunity...now to find the funds !

[multibagger] 01/4/2019 18:45

So it looks like Quilter Cheviot have bailed out....from 7.73% as of 28 Feb 2019 (Source: Company website). As per late RNS today : Reduction from 6.98% to less than notifiable threshold.

So may not be CFA as initially speculated.

Nothing to do with the LID per se IMHO.

[multibagger] 01/4/2019 08:04

Agree buywell2...more often than not a good sign !!

[buywell2] 01/4/2019 07:25

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[buywell2] 31/3/2019 04:05

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[buywell2] 31/3/2019 03:33

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[buywell2] 31/3/2019 03:31

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[multibagger] 30/3/2019 07:16

Well, the new ISA year will very soon be upon us and an opportunity to buy in !

The unfolding LID story is exciting and the downside risk is very low. The recurrent revenue model is something that I particularly like and obtaining regulatory signoff in various countries augurs well for any potential takeover bid.

Though not immediately comparable from a margin or profitability point of view,BVXP with latest half yearly figures of £4.4m revenues, profits of £3.2m and cash of £5.5m is market capped around £190m !

Could be indicative of the potential of LID in the next few years...or when the time for a takeover comes.

[buywell2] 29/3/2019 17:02

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[pugugly] 29/3/2019 13:21

7767> If a recent purchaser during the fire sale a profit of at least 30%^ or £2,600, or if a long term holder taking a loss to offset capital gains elsewhere as nearly end of tax year.

[7767] 29/3/2019 12:37

Why would anyone sell 250k shares in a company that is vulnerable to a bid approach?????

[buywell2] 29/3/2019 07:50

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[multibagger] 28/3/2019 20:30

...gives an idea of the overall size of the US hospital market....though not directly relatable to our more niche haemodynamic monitoring market which would be the bigger hospitals/systems and networks.

[buywell2] 28/3/2019 15:19

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[buywell2] 28/3/2019 15:10

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[multibagger] 28/3/2019 12:43

Thanks Buywell2...so the HUP implementation barrier for Edwards is the issue that plagues virtually any big corporate. Big corporates are not nimble and often layered in various decision making committees and changing anything around takes time, effort and someone to actually to drive it. Also the fact that LID has changed its pricing plan, is of no immediate or significant concern to a multibillion dollar business such as Edwards. After all each HUP licence is about $8000 per year.

Your analogy of the various insects and them growing in size sounds apt in this context ! Once LID eventually arrives on the Edwards radar (they are currently sub-radaric - a new term I have coined for Lidco) they will be taken out at a decent premium to the share price I would expect as options and pensions would come into play.