Hi all
pretty new to all this. I have pumped some into Deltex - looks like a strong product with good growth. Could be a steady gainer.
Does anyone else have this, and anyone have some research on it? Someone with more experience than me!
thanks in advance.
Grajul

I like my gambles and am now in on this one, viewed it before and when it cropped again in shares mag seems like a no brainer this one. Hospitals are run by accountants these days (what a strange world) and if they can save money and give better treatment looks like a good future either on it's own or through a takeover. Downside looks small, sp seems to hold resonably well but is now ready for take-off, hopefully.

I'm also very interested in this one. Medical "things" aren't really my bag, but....... I agree with the sentiments from andysmith above. Like most industries today, they are run by bean counters. I know mine is !! And that can be a good thing or a bad thing, depending on which part of the prism you are making the approach from. There is normally a downside to an accountant slashing costs: attendant are job cuts, equipment unavailability, low morale, etc etc.
BUT..... what I see with this is: A win/win sitch......
1. The equipment is available for the doctors to use
2. It requires an anaethetist to fit it, and a nurse to monitor it (probably...therefore, no reduction in staff, just a small demographic shift)
3. It saves lives (and of course, the surgeon demonstrates a lower mortality rate)
4. It cuts costs
5. It improves hospital statistics, in terms of throughput, and waiting lists (assuming that more ops are done due to discharging patients more quickly)

I only see one downside really. The States, as we all know, don't have a NHS essentially. The hospitals/physicians make their money from private subscriptions and medical insurance. Will they be happy to trial/recommend and accept something that shortens the life (no pun intended) of a patients' hospital stay, thereby reducing their income. I would like to think that morally, they will........ and of course, the U.S. has a LOT of people.

I think it could be a rocky ride, with slow uptake, followed by a huge demand, followed by an inability to supply quickly enough, followed by lots of profit !

However comma.......... I'm gonna get in

Now........ where exactly do they shove that thing ???

I just used my last available funds on this one but if it doesn't go mad straight away I may come back for more if I take some profits from elsewhere.
Can't see how it will fail in UK?? Maybe just needs NHS to wake up to the potential improvements to their costs/reduction in waiting lists and potentially reduction in MRSA cases. Probably more useful in improving things than our bloody government half wits!

Well, we may be at odds over the government andy. But I'd always rather be a mid-liberal leftie(ish) loonie than a smack 'em up, right-wing tory(graph)reader.
Goverments, accountants and Chlymidia......... who needs 'em.

Save the whale..........Oh, and make me rich !!!

What else do you hold andy ?

Errrmmmm..... let me re-phrase that !

Which other equities are you interested in ?

Save the whale..........they eat those horrible, nasty, revengeful, quickly-multiplying........ plankton !

I agree, lets save the whale or even better feeds politicians and accountants to the killer ones!! I don't particularly care about politics right now but there are products to actually help the NHS but all our right honourable friends talk about is throwing money at the NHS! Get a grip and specify, especially ones that might make me rich, as well as help when I have an op next year!! HCEG has a good product to improve resistance to MRSA, I dont hold though yet. My other risk in medical is MMG which is moving to clinical trials for treatments for cancer and aids, an interesting year ahead for this one.

Others currently are doing well with GLD/HNR/IDS, have a few others in small profit or break-even and hoping and praying for SEO to come through!!

I'm in with just as diverse a mix....... GFM, ARX, MT. (Don't even go there !!!)HBOS

Looking at a few others...... GHH, SNCL, NCU (the ONLY footie team)

Save the whale........ Oh, sod it, let England thrash them tomorrow !!!

Hi guys
Seeing as I started this back in Feb, thought I'd comment. This was going nowhere so I got out at breakeven a few months back. Always kept an eye on it though and believed in it, so I am back in!

Afetr the write-up in Shares Mag hopefully interest will pick up and if we are a little patient tehn this should take off.

By the way, I am a bean counter, but i take no offence, in fact I agree with you! Cheers for now.

grajul,

Glad to have you back, I've got out of a few doing not a lot but also keep an eye and get back in occasionally, I think this one is worth holding and agree it is just patience but the rewards should come within the next year.

Sold out a while ago on small profit but when i can release some profit in BPRG i'll be in too, good luck to all.

AdieH, hello again, looks like a good use of your profits, just hope SEO eventually give me some profit!! if not will get out and maybe top up on this one. I have some others in consideration as well though but have to unlock some funds first.

pdx looks good Andy, rumours of deal with heinz imminent, up 4p today and was up 7.5 on Friday, for short term profit may look good... DYOR.

Well, that was an interesting day for Deltex...... They get a good ramping in "Shares", and the price remains rock solid ! The sell to buy ratio is over 40:1 albeit 400,000 being "T" trades.... That's still over 23:1. The real split........ using the actualised figures is pretty much 2%.

For a product that's about to receive mass adoption in an industry that's 99%financially supported by a government, they're really weird figures maaannnnnn !! (Neil, the young ones)

Ok, let's speculate on this one then..... Oh, I already did that !!!..... Let's debate this one !

Save the whale..... then the Japanese can't kill our cosmetics industry ( I also hold Swallowfield !!)

I believe that any trades over 27.85 were actually buys not sells. I bought 2 lots of 10k for 27.93 and they were displayed as sells.

Why all the sells today ? Does somebody know something that we don't ? or is it us that is selling ?

I've sent Andy Hill an email today asking some questions regarding future sales and when he replies, if appropriate, I will post the answers here.

Save the whale....... I like whales I do......

they were not sells. they were buys probably made to appear as sells. the shares that i bought certainly appeared as sells.

Wayward...... I take what you say as true about your deals, however, the trades look decent in terms of price for type of trade....... Are they stocking up for the big rush ? I'm trying to limit buy at 28.5 p and they won't play ball......

What's the gen ?

Nope, I've changed my mind on all of that above....... I'm watching very closely now...... I just had 25000 of them and it was indicated a sell...... The MM's are playing with us. Thye WANT people to genuinely sell so they can stock up for the rush that is inevitabley going to come. I may even have some more !!!

Save the whale....... I'll soon have enough money from this stock to do it single handedly !!!

Very tight spread on this one which looks deciving. I bought for 27.4 but could sell straight away for 27.3. My buys registered as sells , i suspect most buys are coming up as sells because they are below mid price.

Making everyone very jittery!!