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

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!

THE COUNT--->GAUSIE & MARTINI

Errr, chaps, I think 'but' is spelt 'butt' surely.

Oh, and Martini, less of the 'old sod' if you will, there's a good lad. I'm getting a little sensitive nowadays.

At least Gausie reckons I'm a 'young' upstart...that's a lot more like it.

Anyway, do have a good evening chaps. I'm sure we'll catch up later.

THE COUNT!

Count - I would never argue with a man with your ethnicity over the spelling of the word 'butt'.

Martini - tried foning him, spoke to his missus. She says he's got an outpatient appointment at the premature ejaculation clinic. Quite serious by all accounts. Apparently it's touch and go.

Oh my god. Ive just stepped back in time!!!

You would have thought if the Count knows anything about Medical matters he would be working for the squirty mums of Shite Hart Lane!
Making sure they are well bunged up before the new season starts!!!

and yes i did go to Paris and yes we did lose and yes we were very unlucky and NO WE DIDNT BLAME IT ON THE LOCAL CUISINE!!

Pommy - stepped back in time? I once made instant coffee in the microwave and had a similar experience.

All it needs is for the Bear of Dialog to turn up. Anyone for a short?

A short? Mine's a double G&T, thanks Kayak!

For several weeks this thread was relatively quiet. Now it has come to life. Just a pity the more sensible comments are being lost in a sea of none Deltex input.

THE COUNT--->GREEKMAN

Don't worry, there will be plenty of time for more sensible comments. Yesterday was just a bit of light hearted banter by a few people who kow each other and it was in the evening when the market was closed.

There was a bit of shirt pulling going on, that's all. If you read between the lines, you may suss what it was about.

THE COUNT!

greekman...agree with your sentiments....Deltex now need to announce good deals/contract wins/sales.. maybe that'll give peeps something to focus on,,,

The Count,

OK I will pull my horns in. It is just that you can't help being frustrated with an organization such as the NHS.

Skyhigh ,

Thanks for that. The next 6 to 12 months will imho be a very important time for Deltex. That will be the time scale for feedback from their overseas push.

THE COUNT--->GREEKMAN

Look at it another way, and it is also the way that the company itself view this.

If it was easy to break in and sell to any health service, but the NHS in particular in this case, then it would also be easier for a similar technology to move in and to perhaps start to usurp our position.

As it stands, it is damned difficult to get the sales, but those sales we have got, will go on generating the repeat sales of probes for many years to come and with the added bonus that anyone else looking to try and move into our 'space' will have the massive problem of breaking into the NHS that we have had, but unlike us, they will have to also prove themselves overwhelmingly superior to the incumbent technology which, more and more with each passing day, is ours.

Yes its tough to break in and make all the right moves, but once in, our turnover becomes far more sustainable and safe than many other businesses. The sustainablity and repeatability along with the strong growth to come in our revenues is what should also sustain this stock on a high PER when we move to that method of valuation.

THE COUNT!

THE COUNT--->GREEKMAN

....I almost forgot. Talking of the stake taken by Mr John Christou....that surname looks pretty Greeky/Cyprioty to me....is he your good self? Go on, you can share that with your friends on here. :-)

Regards,

THE COUNT!