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MEDISYS - Massive potential (MDY)     

moneyman - 28 Aug 2003 21:59

medisys.gifPlease read these articles
http://boards.fool.co.uk/Message.asp?mid=7842473

http://www.advfn.com/cmn/fbb/thread.php3?id=3982666

http://www.medisys-group.com/Prelims_5_061202-1.pdf'

http://www.safetysyringesplus.com/info.htm

This has massive potential from products other than FUTURA which if it takes off will be the iceing on the cake.Let me give you the highlights from this Mays interims;

Financial Highlights

Financial performance improved significantly:

* Turnover increased by 9% to #20.1 million (2002: #18.4 million)

* Product sales increased by 25% on a constant US dollar exchange rate basis

* Earnings before interest, tax, depreciation and amortisation was #0.3
million (2002: EBITDA loss of #7.0 million, before exceptional items, as
restated)

* Gross margin 37% (2002: 33%)

* Selling, distribution and administration costs reduced to #4.8 million
(2002: #7.4 million before exceptional items)

* Profit before amortisation and research and development expenditure
#2.6 million (2002: loss of #0.8 million before exceptional items)

* Research and development expenditure #3.0 million (2002: #7.1 million,
as restated)

* Operating loss #1.3 million (2002: #9.2 million, before exceptional
items, as restated)

* Loss before tax #1.6 million (2002: #9.2 million, before exceptional
items, as restated)

* Loss per share 0.58p (2002: 2.58p, before exceptional items, as
restated)

Product Highlights

* Sales of existing products in line with expectations

- Sales of Assure range increased to #6.9 million (2002: #5.6 million)

- QuickTek sales to mail order market segment #2.6 million

- Sales of Futura Safety Scalpel #1.0 million in period

- Sales of Advance system #0.5 million in period

* Futura Safety Syringe and Flight disposable blood glucose monitoring
system remain on track for mid-2003 market launch

* Development of Spear capillary fill bio-sensor strip proceeding to
schedule.

Pretty impressive eh !!

Now since this we have had;

FDA approval for Hypogaurd

http://www.advfn.com/p.php?pid=nmona&cb=1064066532&article=4778825&symbol=LSE%3AMDY

Futura passing final quality tests with Smiths

http://www.advfn.com/p.php?pid=nmona&cb=1064066532&article=5023328&symbol=LSE%3AMDY

A partnership with Walmart for Flight

http://www.advfn.com/p.php?pid=nmona&cb=1064066532&article=5194692&symbol=LSE%3AMDY

Launch of Spear

http://www.advfn.com/p.php?pid=nmona&cb=1064066532&article=5250424&symbol=LSE%3AMDY

Medisys "buy"

Monday, September 29, 2003 8:28:27 AM ET
Dryden Financial

LONDON, September 29 (New Ratings) Analyst I Broadhurst of Dryden Financial issues a "buy" rating on Medisys (MDY.L).

2003 New Ratings

Now this looks to me a company growing rapidly.The more I look into MDY the more confident I become of the potential rewards.These will not be instantaneous but will come over a period of time.Look at the turnaround in those figures posted above.Now that was in a recession.

http://www.charles-stanley.co.uk/content/SMI_oct03.pdf (see page 4)

http://www.research.reuters.co.uk/Research/Earnings.asp?ticker=MDY.L&country=GB&mxid=100068815&companyName=MEDISYS+PLC&sym=RE
VERY IMPORTANT MESSAGE TO ALL BUYERS/HOLDERS - PLEASE LISTEN

http://www.wallstreetreporter.com/profiles/Medisys.html

deemule - 02 Sep 2003 00:11 - 2 of 106

Moneyman
30P and the rest

moneyman - 18 Sep 2003 21:53 - 3 of 106

Well it's started its move today.Some very large buying towards the close so expect a quick move up in the morning.

moneyman - 19 Sep 2003 08:08 - 4 of 106

SHARE WHISPER:

MEDISYS was given a 1.5p shot in the arm to 21p yesterday on rumours of a full scale commercial launch of its Futura safety syringe through marketing partner Smiths Group.

Analysts were expecting the launch, which will trigger a significant payment, by the end of the year

moneyman - 20 Sep 2003 15:13 - 5 of 106

This has massive potential from products other than FUTURA which as I said if it takes off will be the iceing on the cake.Your comment regarding the fact the syringes sell for 20-30c each is a little stupid.That is the market price.It is like saying you wont make alot of money selling baked beans.These products are sold in massive quantities.Let me give you the highlights from the Mays interims;

http://www.advfn.com/p.php?pid=nmona&cb=1064066532&article=4747863&symbol=LSE%3AMDY


RNS Number:3564L
Medisys PLC
21 May 2003



Embargoed until 0700 21 May 2003

Medisys PLC
("Medisys" or "the Group")

Unaudited Interim Results for the Six Months Ended 31 March 2003

Medisys PLC, the medical safety and diagnostics group, today announces its
results for the six months ended 31 March 2003.

Financial Highlights

Financial performance improved significantly:

* Turnover increased by 9% to #20.1 million (2002: #18.4 million)

* Product sales increased by 25% on a constant US dollar exchange rate basis

* Earnings before interest, tax, depreciation and amortisation was #0.3
million (2002: EBITDA loss of #7.0 million, before exceptional items, as
restated)

* Gross margin 37% (2002: 33%)

* Selling, distribution and administration costs reduced to #4.8 million
(2002: #7.4 million before exceptional items)

* Profit before amortisation and research and development expenditure
#2.6 million (2002: loss of #0.8 million before exceptional items)

* Research and development expenditure #3.0 million (2002: #7.1 million,
as restated)

* Operating loss #1.3 million (2002: #9.2 million, before exceptional
items, as restated)

* Loss before tax #1.6 million (2002: #9.2 million, before exceptional
items, as restated)

* Loss per share 0.58p (2002: 2.58p, before exceptional items, as
restated)

Product Highlights

* Sales of existing products in line with expectations

- Sales of Assure range increased to #6.9 million (2002: #5.6 million)

- QuickTek sales to mail order market segment #2.6 million

- Sales of Futura Safety Scalpel #1.0 million in period

- Sales of Advance system #0.5 million in period

* Futura Safety Syringe and Flight disposable blood glucose monitoring
system remain on track for mid-2003 market launch

* Development of Spear capillary fill bio-sensor strip proceeding to
schedule.

Pretty impressive eh !!

Now since this we have had;

FDA approval for Hypogaurd

http://www.advfn.com/p.php?pid=nmona&cb=1064066532&article=4778825&symbol=LSE%3AMDY

Futura passing final quality tests with Smiths

http://www.advfn.com/p.php?pid=nmona&cb=1064066532&article=5023328&symbol=LSE%3AMDY

A partnership with Walmart for Flight

http://www.advfn.com/p.php?pid=nmona&cb=1064066532&article=5194692&symbol=LSE%3AMDY

Launch of Spear

http://www.advfn.com/p.php?pid=nmona&cb=1064066532&article=5250424&symbol=LSE%3AMDY

Now this looks to me a company growing rapidly.The more I look into MDY the more confident I become of the potential rewards.These will not be instantaneous but will come over a period of time.Look at the turnaround in those figures posted above.Now that was in a recession.

You can continue to say what ever you feel about MDY but the facts are here in black and white.

moneyman - 20 Sep 2003 16:50 - 6 of 106

A must read article

http://www.medisys-group.com/Prelims_5_061202-1.pdf

moneyman - 22 Sep 2003 21:49 - 7 of 106

Interesting

Share Bear
Group Captain
Member # 3542
posted 21 September 2003 20:42
--------------------------------------------------------------------------------
I have traced back all the trades for the last 3 weeks (ADVFN doesn't store data any further back!) in MDY & AHT and would appreciate comments on my findings:
MEDISYS:

w/c 1/9/03: MMs bought more stock than they sold every single day of the week. At the end of the week they had accumulated more than 6 million shares!

w/c 8/9/03: By Wednesday, MMs had reduced their surplus by 2 million shares. Then they dropped the price and bought the shares back again (making a handsome profit), finishing the week with >6 million shares in MDY.

w/c 15/9/03: Mon-Wed, MMs accumulated even more stock & by close on Wed had accumulated 8 million shares (since 1/9/03).
Thur-Fri, they upped the price and sold off 2 million shares (again making a handsome profit!)

The conclusion I draw from this is they're expecting some good news from MDY and hence a huge demand for MDY shares & presumably we can expect a price rise so that the MMs can flog their

moneyman - 22 Sep 2003 23:26 - 8 of 106

Old research note but a very interesting read.

http://www.mis-limited.co.uk/BBIC/review/med%2015-11-01.htm

beginersluck1 - 25 Sep 2003 00:30 - 9 of 106

Not looking good for the morning.

http://news.independent.co.uk/business/news/story.jsp?story=446798

moneyman - 25 Sep 2003 21:33 - 10 of 106

Load of the preverbial my friend.

Screaming buy at 15p

houllier7 - 26 Sep 2003 16:52 - 11 of 106

Hold on to your hats guys.Comments from analyst at Nomura in today's Telegraph would suggest that MDY "are a definite buy at this level" i.e.15p.I've bought in lower again today and look forward to an early announcement on Smith's replacement as MDY's distribution agent.

scotinvestor - 26 Sep 2003 22:57 - 12 of 106

MDY has taken a big drop again today. Has it bottomed out yet. And at what price will it rise to when it dos start to go again. I don't know much about this company apart from recent news with Smiths

moneyman - 27 Sep 2003 20:36 - 13 of 106

scot please have a read here

http://www.advfn.com/cmn/fbb/thread.php3?id=3982666

Also something to think about....

Would the FDA have approved FUTURA if it didn't work ?

moneyman - 29 Sep 2003 15:01 - 14 of 106

Monday, September 29, 2003 7:50:25 AM ET
Dryden Financial

LONDON, September 29 (New Ratings) - Analysts at Dryden Financial issue a "buy" rating on the Smiths Group (SMIN).

In a research note published this morning, the analysts mention that although the company had planned to promote the Medisys safety syringe in the US market, the actual customer performance results belied the test trials. Despite the acrimonious parting of ways, neither Smiths nor Medisys stands to lose, the analysts say. Dryden Financial believes that both companies have bright prospects.

2003 New Ratings

moneyman - 29 Sep 2003 16:13 - 15 of 106

Medisys "buy"

Monday, September 29, 2003 8:28:27 AM ET
Dryden Financial

LONDON, September 29 (New Ratings) Analyst I Broadhurst of Dryden Financial issues a "buy" rating on Medisys (MDY.L).

2003 New Ratings

moneyman - 06 Oct 2003 22:20 - 16 of 106

Looks terribly oversold;

chart.asp?symb=UK%3AMDY&compidx=aaaaa%3A

Caravaggio - 10 Oct 2003 17:33 - 17 of 106

Agree MM and hope so!....Dipped my toe in at the bell...22k @ 13.94p and agree cerainly not a one tool company.:)
Definatly room for plenty of upturn and looks way oversold after the Smith's rumble......though always difficult to call the bottom....lets give her some time and see what Santa brings.
Regards
C

moneyman - 10 Oct 2003 22:06 - 18 of 106

Cara wish you good luck.The rally today was very unexpected so i wonder what started it.

Caravaggio - 10 Oct 2003 23:27 - 19 of 106

Well MM "value" comes to mind,but as stated earlier always impossible to call the bottom of the graph...and prepared to give it time comfortable in the knowledge that it does look oversold.But mainly because I feel that the Smiths issue has blinkered many and an example of this is the deal with Wal-Mart announced recently,about the blood glucose monitoring system...text below for potential buyers...


LONDON (AFX) - Shares in Medisys moved higher after news that the company has signed up US retailing giant Wal-Mart Stores Inc as the partner for the launch of its 'Flight' blood glucose monitoring system.

The group said Wal-Mart will introduce the system at the annual meeting of the American Association of Diabetes Educators in Salt Lake City on Aug 6.



Certainly they do not come bigger than Wal-Mart in retailing and whist I expect a few rallies feel this offers great value and the message seems to have got accross in the last 20 mins.

Regards..
C

ps nice spread as well for a recovery stock...


moneyman - 12 Oct 2003 19:40 - 20 of 106

Think we could see a further rally on Monday opening.

moneyman - 15 Oct 2003 23:11 - 21 of 106

See page 4

http://www.charles-stanley.co.uk/content/SMI_oct03.pdf
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