Medicsight Share Discussion Threads

[mak600] 01/6/2011 07:39

it's been listed four years and raised money on the IPO only. Nice try.

[mak600] 01/6/2011 07:35

we're just quietly watching the mm's...

[tenapen] 01/6/2011 05:39

You were warned on the RNS by another poster that This company as been around for many years and all it ever does is soak up the money.

its very quiet here ! Where have all last weeks bulls gone ?.

[snozzy2] 31/5/2011 10:40

Shroder...it's been corrected now!...I'll leave you to ponder over your level 2!!

[shroder] 31/5/2011 10:34

Could you expand, not sure what the ref means?

"The MM LSE on 1,050...is there something we don't know?"

[snozzy2] 31/5/2011 09:30

The MM LSE on 1,050...is there something we don't know?

I don't know how much further the share price can fall, but not too far if any me thinks. I'm holding...looking for 20-25p short-term...

[oil pump] 28/5/2011 09:23

Upcoming event 3rd conference of Japan Society of Gastrointestinal CT Technical Research
18 Jun 2011
National Cancer Center, Tokyo, Japan

[happier] 27/5/2011 22:16

Will there be a further down next week or later? Cause we need further information (new selling figures) to boost the share price, right?

[mak600] 27/5/2011 17:44

shroder - with respect, the story is somewhat different. Register here for free and read the historical reports.



from what i understand everything has been in place for a long time, just waiting for the FDA approval before it can take off.

[cumnor] 27/5/2011 16:14

Agree, Adorling, except if this, as I think it will becomes standard and even a 'mandatory' piece of diagnostic software eventually, through sheer force of quality, then 50p could be conservative. I think the big boys who sell the equipment would like this as an add on to boost sales and I expect we will see news sooner than later or possibly a quick take out so the buyer has the added advantage of the spftware on the cheap over competitiors. imo

[adorling] 27/5/2011 16:06

They will license the sales out to a major digital imaging company (e.g.Philips, GE etc) who would love to have such a product given its niche positioning in the market. This makes targeting the sales force much easier and more precise. It's just a game of waiting for the announcement - be patient and ignore the penny fluctuations up and down in these early weeks post FDA approval.

For sure this will be at least 50p within a year if not higher and a 4-5 fold return from here sounds a fair investment risk to me! Don't forget the first base the Directors will want to get too is over 40p when they last had/exercised options. They have stuck with it for 4 years so will want maximum return now the golden egg has been laid!

[shroder] 27/5/2011 14:04

I can't see a way that they can do a roll out without a fund raising, there's simply not enough data to work on with regard to costs.

Don't forget they are going from a standing start where costs will increase until revenue starts to come home.

Marketing is one thing but they will need to establish a support infrastructure, engineers, help desk.

[kinbasket] 27/5/2011 13:43

Quick question. Does anyone know what the unit cost is on the ColonCAD product and if there is any kind of follow through revenue.

Can't find any info in the reports or website.

Seems to me the issue is no revenue. The costs are essentially fixed but they need to get the revenue up to a multiple of where it is to make any profit. Based on European sales so far it seems a long way off.

If we have some idea of the unit cost we can work out the probabilities of profit. It may be that MDST have a brilliant product and no market.

[philjeans] 26/5/2011 11:02

Picking up speed now; bound to get a tip soon too.

Then it'll power into the teens.

[wjccghcc] 26/5/2011 08:29

It's cheap if the take up is strong. However, they've been selling it in the EU for a while yet Q1 sales were actually down from 39k to 26k.

Any comments from people out there who've actually used it?

[philjeans] 26/5/2011 08:22

Overheads were cut by 37% last year and the cashburn was heavy in the last Q because of the additional costs in responding to the US FDA.

They're essentially selling a software package (with bolt on bits and pieces) so increased sales will mostly go straight down to the bottom line.

If they can quickly drive up significant sales in the US and China, the two biggest markets and where they have licences now, they just might get by without a cash call.

Looks very cheap for a world beating, fully protected, health tech business at a tenth of the offer price in 2007 with no debt and extensive marketing already covered.

[gerri-c] 26/5/2011 06:51

I'm inclined to call that a mark-down day as I felt there might at least be a large late reported sell or three after hours. Dare they take it to 6p? ;-)

I'm of the camp that if they have been setting their ducks in a row, which it seems they have then there should be little need for dilution.

[cumnor] 25/5/2011 16:50

After Fda approval and distributors now given the green light to sell this unique technology (could have more of an impact on colon cancer stats than some drugs) cash will not be an issue. Aim shares being played with of late, eg Sunkar, but still the potential for a few, like mdst, to fly. Patience and ignore tree shakes which are usually a sign the mms need shares. Imo

[shroder] 25/5/2011 16:32

Looking at the last set of quarterly results the current cash burn suggests they will run out by Dec this year?

________

philjeans - 25 May'11 - 13:01 - 353 of 356

I reckon they'll run out of cash in a year or two so we'll probably see further dilution. But, remember 54% is held by the US holding company who will probably try to buy it quickly on the cheap.

[mak600] 25/5/2011 16:16

no major selling, mm's i think loaded up the offer side today to take advantage, little volume went through, i added 150k at 8.25 off the order book. Maybe a little early but someone paid 9.6 yesterday for 2.5m so not too unhappy at present.

[cumnor] 25/5/2011 16:07

Gerri, predictable. After major good news re fda approval anyone selling their few shares now is likely to be screwed, as is normal. At the same time they'll mark it up in a second, like the 2.5ml buy yesterday at 9.5. Entirely reasonable and patience will be rewarded in buckets imo

[gerri-c] 25/5/2011 15:08

What happened (can't yet see major selling as the cause)?!