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

Greekman - Here here!!

The Count - Look forward to reading your in depth post. You called mine simplistic, generalised and a token understanding but didn't in anyway elaberate. I hope your report contains more useful information than your post 213 which contained none.

With the present climate of Director selling at 3 to 1 of Director buying, it's nice to see this confident announcement.

Ewan Phillips, Finance Director, has notified the
Company that he has today purchased 22,500 ordinary shares at a price of 20.00
pence per share.

Yeh.. good stuff ! let's hope we start to see some good product sales and results !

On todays news they highlighted how the number of NHS beds has been reduced over the last 10 years due to new methods, innovations etc. OK this may be ( and probably is ) yet another political stunt to make out all the ward closures are in order. It did show that the big push to reduce costs was to aim at patients spending less time in hospital. I think we could all give the NHS managers a push ( or should that be a kick ) in the right direction. I wonder if frustration is treated on the NHS.

The FD has bought 4.5K worth of shares, big deal. John Christou bought 1/2million and we have no idea who he is yet, he isn't on the B of D. Skyhigh is right, we need sales of the Cardio Q for the sp to rise, it's no good having a terrific product unless there are buyers for it.
2517

THE COUNT--->2517GEORGE

Why should anyone going over 3% have to be on the board of directors necessarily? Anybody can buy stock in the company.

You will find that all the directors also bought quite heavily shortly after the small funding round around last September.

They do have a terrific product, but the health services of most, if not all countries are notoriously conservative and it can take many years for a technology to be widely adopted as a standard of care. But our SP reflects that...if this was a standard of care in the UK alone, it would mean probe sales of 1m units per year...that could equate quite reasonably to an SP in the region of 10.

So we really do need to get a grip on the actual context here. The key part towards getting very large sales, is to first win over the clinical market and then they will put pressure on those pen pushers that control the purse strings and slowly, slowly, sales will grow.

After a raft of positive trials that do not really leave any doubts as to the effectiveness of the technology both in cost savings to the NHS and in reduction of complications to the patient (and now, one trial could also show that this also saves lives although results of this will not be out for 2 - 3 years yet), the present clinical demand is running at about 10 times actual usage.

And overseas, countries are all very far behind the growth curve that has been illustrated here in the UK. There is a lot and the pressure on the dam is getting greater every day...it could break at any time.

The stock is not overvalued by any meaningful measure, it has awesome medium to long term growth prospects, and although money is tight, they are certainly not in any danger of going bust.

THE COUNT!

This is hilarious.

greekman - 19 May 2006 13:18 - 201 of 221
Mr John Christou recently purchased 500,000 shares. It appears someone has faith. Anyone know who he is.

2517GEORGE - 19 May 2006 13:24 - 202 of 222
No idea, doesn't appear to be on the board of directors @ DEMG.
2517


--snip--


2517GEORGE - 22 May 2006 15:29 - 220 of 222
The FD has bought 4.5K worth of shares, big deal. John Christou bought 1/2million and we have no idea who he is yet, he isn't on the B of D. Skyhigh is right, we need sales of the Cardio Q for the sp to rise, it's no good having a terrific product unless there are buyers for it.
2517


Who is that masked man?

Bet he posts on here.

Yours

John Christou's better looking mate.

2517---> The Count

It's more common that a holder of 3.01% of a co would be either a director or an institution, re the directors buying, yes the FD has 767,156 shares (1%) so I did him a disservice. John Christou is a long term investor and has built up his holding in DEMG over a period of time along with other medical co's, including others which have DEMG's chairman's involvement.

In the USA the co is in discussion with providers and payers in the private sector with a veiw to establish their technology as a standard of care in major surgery, so there is every prospect that good sales figures will result there

Count, I agree the stock is not overvalued. and the outlook is excellent. I had a reponse to an e-mail in 20mins, management appear shareholder friendly, welcoming shareholders to their factory in Chichester.
2517

You tell him George!

Count - dont post about things you don't understand. Do some bloody research!

G

THE COUNT--->GAUSIE

Do you kow the guy? He must be a bit of a crazy....must have more money than sense, eh? :-)

As always, dealing with the NHS is almost bloody impossibel, but they are now making progress and the beauty of the business model is that each monitor sold will generate far more in ongoing consummables for many years to come. The probes cost around 60 a time and it is one per patient so there is plenty of upside once they can get the lumbering juggerbnaut that is the health service to accelerate the take up.

I don't think there is any real doubt of the advantages of haemodynamic optimisation...more and more clinicians are now sold on the idea and just as importantly, NICE have commented that they see this as an acceptable standard of care rather than placing the technology under their remit as they do with most new technologies. This should substantially aid the marketing effort to the dildos that control the NHS purse strings.

Nice of you to look in on this thread.

Regards,

THE COUNT!

THE COUNT--->2517GEORGE

Hey, Georgie, you sound as if you know this guy.

Pray tell us a bit more.

Regards,

THE COUNT!

This Count (what a pompous name!) Sounds like a pump and dump merchant to me.
In for a few shares and runs for the door as soon as he has made a few 100 quid.

Gausie--->THE COUNT!

Yes - He's an aussie poker player. You can see his bio here: John Christou

Greekman - isn't Christou a greek name? Maybe you know him? I think he's a Barca footie fan.

G

THE COUNT--->MARTINI

I can't stand these dodgy merchants.

I hope he lets us know before he decides to pump and dump this one. Methinks if anything goes wrong, with the sort of liquidity this stock has relative to his holding, that he will end up being quite royally pumped and dumped!!!! :-)

Good to see that the gang are out and about this evening.

See y'all soon.

Regards,

THE COUNT!

Gausie--> The Count!!

I know a bit about the NHS, and do indeed hold a few. Maybe more than you, in fact. I have over 3000 worth!!

The NHS is focussing more and more on new technology and sees it as a way of saving staff costs and beds. Figures released today show that the total number of beds needed by the NHS is now two thirds of the requirements of 20 years ago - which they see as a huge return on their investments in technology.

Gausie

A friend of a friend of mine knows this John Christou.

If you want to ask him any questions post them up here and I will see if I can get them to him.
Regards
M

THE COUNT--->GAUSIE/MARTINI

That's great, but come on, you must announce it to the market. We need to push this as far as we can, especially in these dodgy markets.

You could well have more than me, are you approaching that 3% yet though. I want to see your name up there in the stars.

I think you might be quite right about that JC fella being a bit of a Barca fan. I heard he was very much a Barca fan last Wednesday.

Is Dowie about to become your manager by the way?

Oh, and on the NHS front, I agree with much of what you say but the NHS is predominantly run for the benefit of the staff first and foremost, and when they have to balance the books, one of the areas they can easily hit with not too much political fallout or without too much grief from the health unions is investment in new technology as we have found with DEMG.

Many doctors are indeed won over, but still the finance people are holding back...they like to spend many millions on all this new software instead giving all sorts of dodgy software companies money for software that don't bloody work, innit!!!!!

I jest you not though, current clinical demand in the UK alone is running at a factor of ten times actual usage. That is in excess of 300,000 probes in the potential pipeline....or around an extra 18m of annual turnover extra. This is business that is won, if only the docs could get the funding for it. That could generate profits of 8m - 10m pa conservatively speaking. On a present market cap of around 15m, I think you should be able to see why it could be interpreted as being a bit on the cheap side.

But, unless there is political will and administrator/financier will to accelerate this, then takeup could go on being relatively slow...but despite that, takeup is moving ahead and this year has started well. Let's see if it continues.

Anyway, what are you and Martini doing on an investors thread....you should be over on the wild west traders thread surely?

THE COUNT!

Sod off count.

I was chatting to my good friend Martini about our mutual friend Christou. What makes you think a wet-behind-the-ears jonny-come-lately amateur young upstart such as yourself can just but in?

But out!

count ... Yer when my mate Gauisie says "but out" you better listen .... he is a one big SOB ya know.

G I will try to get John C's number tonight about time we made contact with the old sod again.

THE COUNT--->GAUSIE

Sorry Mr Gausie, I didn't realise I was interrupting a real man's love in.

I'll stay clear.

You've got 3 grand's worth of stock? Shit, I'm going to have to go out and splash another 2k to catch up....I am not having you owning more than me.

THE COUNT!