Medica Share Discussion Threads

[joshgroeny] 19/11/2019 00:02

Looks like your chance has come..!

[cflather2000] 07/11/2019 23:10

This has been on a nice run. I want to top up but wonder if it will come back down a little

[weatherman] 10/9/2019 12:25

If it helps, in my view, even if Corbyn becomes PM, he will need the support of the lib dems to govern, so the extreme socialism will not become policy. imo.

[jane deer] 10/9/2019 11:26

Thanks for considered response redart.

I was recently at an AGM of a leading VCT and also a listed staffing agency and they were both actively involved with lobbying Government. Both businesses are very dependent on government policy. But when asked specifically, neither had had contact with the the Labour party to explain the benefits of their business to the UK - and they seemed to think that it was best to keep their heads below the parapet and hope they won’t be noticed. This may be an understandable tactic and one I suspect is being followed by many businesses - but I doubt it is the best long-term policy.

[redartbmud] 10/9/2019 10:00

jane

Valid points, but hospitals require 24/7 diagnostic services. They do mot have the resources, or the finance to staff them around the clock. Mgp provides out of hours testing, albeit at a reduced volume level, as the hospitals are at reduced levels of activity.
Having said that, I am unsure of relative volumes.
In addition, they staff for a certain level of demand, and it is very likely that they are unable to meet those demands. The only recourse is outsourcing.
The NHS is also constrained, by finance, and upgrading or increasing the amount of equipment is a budgetary issue.
They also cannot just stop providing the service, if the equipment isn't available, for whatever reason.
I suspect that they will continue to outsource, whatever government is in power.

I do not hold the shares yet, but am looking closely.

[jane deer] 10/9/2019 09:50

I have been following MGP. More than AI, my more concern immediate is political, given political change might (or might not) come very soon in the UK. MGP,s business model appears to depend on the NHS outsourcing a key diagnostic service. While there is a rational argument that the shortage radiologists means that outsourcing is essential - political ideology can trump rational argument. Does the company have any comfort that its business model would survive a Corbyn government?

[18bt] 09/9/2019 10:05

Seems reasonably optimistic about future. Need to review in a bit more detail, but looks good.

[nobilis] 09/9/2019 08:52

nice numbers

[farview1] 14/8/2019 17:36

Try reading the messages properly!

[srichardson8] 14/8/2019 14:28

Neither of you in the least understand. I do not and was not seeking inside information. That is a puerile comment. A share owner has every right to ask a company for information in the public domain, and any company every right to refuse to give any information that might be perceived as not being so. But to fail completely to acknowledge a request merely indicates the incompetence or thoughtlessness of those responsible for shareholder comms. End of story end of shareholding.

[farview1] 13/8/2019 21:32

I fully agree, but they are clearly not doing that either are they given the share price collapse.

[weatherman] 13/8/2019 21:22

Management should be focused on building the business for all stakeholders, and passing on information through official channels as and when appropriate. Seeking inside information through telephone conversations breaks that focus, and potentially could lead to leaks which break official codes on conduct.

[farview1] 13/8/2019 21:18

Well said, that's pretty poor to at least not get a reply of some degree.

[srichardson8] 13/8/2019 14:11

Aug 13th
I sent this to you in February. You have not deemed it necessary to reply. Thus, instead of adding to my position as was intended if I received reasonable assistance, I have sold your shares.
There is little or no point in being a public company, even under the auspices of Aim, if one is unable or unwilling to at least reply to investors’ enquiries.

From: srichardson8
Sent: 27 February 2019 16:13
To: '[e-mail]'
Subject: Query

Hello
Do you have anyone who would be prepared to answer (or indeed decline to answer) a few questions from a private investor. I would much prefer to do this over the telephone as I have a dislocated shoulder.

srichardson8

[18bt] 25/7/2019 08:50

Decent trading update and topped up a few. Can't see the market disappearing in fact only growing and AI will play a role in making this more efficient whilst demand rises.

[mammyoko] 26/6/2019 07:41

Unloved.

Operating margin of 24%. Price to FCF of only 16. Forward P/E of 13. well backed by instis. Net cash. Consistent growth in sales and eps. Very high Piotroski F-score.

But it's a people business being treated as a staffing agency. Patience may pay off or the market may disappear.

Risk/reward looks okay at around 100p

[mcjack] 24/6/2019 14:20

Peel Hunt reduced its price target from 143p to 126p which probably led to the large fall last week. Given recent announcement of current and full year performance in line with Board's expectations suggesting PE of around 14 looks good value at these levels. I haven't seen the broker's analysis but Stockopedia have 4 broker ratings with 3 buys and 1 sell.

[apad] 23/6/2019 11:21

As far as I can see the lack of interest and price fall since the AI in the Times article has no other reason.
I'm tempted to BTFD with some PTSG profits 😊
Still on your watchlist, rivaldo?
Repeat:
CT scan of an organ
"Sensitivities improved from 57% to 70%, from 43% to 77%, and from 58% to 75%, respectively, with three false-positives per patient."
I need data to change my opinion on AI, not its continuing glamouring in the media.
apad

[apad] 06/6/2019 13:36

Indeed Solomon.
Draw the line at falling down the stairs whilst drunk though.

apad

[skirbell] 06/6/2019 13:35

AI has moved on a lot since I studied it at uni in the 90's. It becomes viable the moment the success rate comes close or equal to a human. We're almost certainly there or very close to being there in specific medical situations.

The challenge in the medical world is the trust patients put into being diagnosed by a computer. A system developed in the 70/80's looked at diagnosing blood diseases. It was at least as good as the Doctors and often more accurate. It failed because the patients never trusted it and wanted a human to perform the diagnoses.

A secondary issue is where liability sits should the AI get it wrong (and it will at times). Is it with the hospital? The software developer? Someone else?

While I believe AI is probably just about ready to take on some of these tasks, it's the speed of uptake due to the issues above that will slow it down. So I don't think it will displace doctors yet, but in 10 years, things could be very different.

[solomon] 06/6/2019 13:33

APAD - are you channeling Cilla Black?

[apad] 06/6/2019 10:59

www.ncbi.nlm.nih.gov/pmc/articles/PMC4919161/

Lorra organs!