Lidco Share Discussion Threads

[buywell3] 12/5/2020 00:08

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[sharesoc] 10/5/2020 16:12

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[nobbygnome] 07/5/2020 14:19

Well well it doesn't look like '10p is now under threat' as the guru posted above. More likely is the filling of the gap down to 6p. I think the market has spoken about how ridiculously overvalued LID was after the ramping on the BB!

[buywell3] 07/5/2020 08:39

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[buywell2] 07/5/2020 00:09

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[vega44] 06/5/2020 14:43

Yes, around a third

[effortless cool] 06/5/2020 13:49

Did he say about 1/3 HUP, or have I just imagined that?

[vega44] 06/5/2020 13:27

Important to note that the £4.5m is just recognised sales for Q1, rather than the total invoiced sales which will be somewhat higher. A proportion of sales were HUP which is invoiced up front then recognised over the contract life.

[buywell3] 06/5/2020 08:16

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[buywell3] 06/5/2020 06:23

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[buywell3] 05/5/2020 21:51

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[t0pgrader] 05/5/2020 12:55

Notes from Today's Investor Presentation

Lidco possesses >60% NHS share

Primary target market is Edwards (80% US market share) whose technology is inferior in some regards and whose pricing is materially more expensive (x4 per customer)

2018-24 HM industry expected to increase in value from $800m to $1.2b with fater rate of growth in the advanced sector in which Lidco operates

Underlying GP margin is 70% from 66%

98% Lidco customer retention rate

according to analyst report out today approx 80% of current yr sales already under licence

one third of 200 monitors sold since yr end sold with HUP licences. >85% of the 200 are expected to be used going forwards Vs 15% likely to go into stock reserve

MS unapologetically emphasised the M&A undervalue of the company with reference to recent industry exit multiples

Board not yet decided how best to invest BS cash to accelerate US growth rate

Largest single commercial uncertainty is speed of recovery in elective surgery

[t0pgrader] 05/5/2020 12:19

Comment from Investor Presentation

Primary target market is Edwards (80% US market share) whose technology is inferior in some regards and whose pricing is materially more expensive (x4 per customer)

Underlying GP margin up to 70% from 66%

98% Lidco retention rate

according to analyst report out today approx 80% of current yr sales already under licence

one third of 200 monitors sold since yr end sold with HUP licences. >85% of the 200 are expected to be used going forwards Vs 15% likely to go into stock reserve

MS emphasised the M&A undervalue of the company

Board not yet decided how best to invest BS cash to accelerate US growth rate

Largest single uncertainty is speed of recovery in elective surgery

[vega44] 05/5/2020 11:56

From webinar - £4.5m was just the recognised revenue figure for the Qtr. 1/4-1/3rd of sales were HUP with deferred revenue recognition, so Customer invoices for Q1 were higher than £4.5m

[t0pgrader] 05/5/2020 11:42

Comment from Investor Presentation

Primary target market is Edwards (80% US market share) whose technology is inferior in some regards and whose pricing is materially more expensive (x4 per customer)

Underlying GP margin up to 70% from 66%

98% Lidco retention rate

according to analyst report out today approx 80% of current yr sales already under licence

one third of 200 monitors sold since yr end sold with HUP licences. >85% of the 200 are expected to be used going forwards Vs 15% likely to go into stock reserve

MS emphasised the M&A undervalue of the company

Board not yet decided how best to invest BS cash to accelerate US growth rate

The major headwind is the delay in elective surgery

[fez] 05/5/2020 10:55

Great posts from buywell3

Hopefully balances the argument here.

[sabre6] 05/5/2020 10:49

Nobby
Well I do declare we seem to be selling our machines not giving them away!

[buywell3] 05/5/2020 09:34

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[buywell3] 05/5/2020 08:39

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[buywell3] 05/5/2020 08:28

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