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

THE COUNT--->ALL

Well, as I have been told, the pressure on the health authorities to get their house in order grows by the day, and each new study merely adds to the pressure.

If you all go to the link

http://www.reducinglengthofstay.org/

and then click on the 'CardioQ in the news' tab, theres a good deal to read. There is also a Sky News video piece on the recent Freeman study. You may have seen the other articles, but I don't think anyone has yet read a copy of the recent HSJ article. The HSJ (Health Service Journal) is mainly aimed at NHS management professionals.

I have pushed DEMG for over a year to get more aggressive in their approach, but even though they obviously sympathise with that demand, they have to be a lot more professional and less emotional than us as investors.

They have told me that they have to pursue a soflty, softly approach whilst at the same time, gradually increasing the pressure....and they are now doing that. They have stressed to me that the people they must not alienate in all of this, are the doctors themselves....they are the ultimate key to everything. As well as targetting health administrators, DEMG are also liasing with patient groups and politicians.....just read again what Patricia Hewitt, the Health Secretary says on the website.

Just to remind people what we are talking about here, I would like to highlight once again, a small extract from the Scotsman article that says so much about the potential of this company (and that's IN THE UK ALONE)......

'Professor Mythen added: "One million patients treated by the NHS could benefit from this procedure every year. There are clearly significant financial savings possible."'

Now, at 50 per probe (let's exclude any potential monitor sales which in themselves would be very substantial), that would be 50m of probe sales pa in the UK alone. Probe sales are very profitable. Half of that could easily fall through to the bottom line, giving a profit of.....well, I'll let you do the simple sums.

That alone could make this stock a 25 bagger, and that's before the rest of the world comes a calling.

Of course, this is a dream scenario but it highlights the potential upside if even a decent fraction of that were to happen. DEMG have a CURRENT clinical demand of 300,000 probes. In plain english, that means that there are doctors out there in the UK at the moment that want to use DEMG probes to the tune of 300k probes pa if they could only release the funding from the idiots that hold the purse strings.

I would settle for just the current clinical demand alone....that could give us an SP of around
140p - 150p. That would certainly be worth the wait.

Anyway, enjoy reading the articles and watching the Sky TV clip. The pressure on the NHS chiefs grows by the day.

Regards,

THE COUNT!

The Count,

A great find and well worth reading everything on the link even that reiterating what we already know. The Sky news bit although short says it all.
As we keep saying, it will take off but when.
When things do start to move at a faster rate it will be the share to really get into. Timing could make this the share of the year (or next).
I have never felt more confident that DELTEX will make it.
Cheers Greek.

For several months now I have thought the future for the CardioQ is not in the NHS.
I think the sales, profits at least for the next two years will be found in the foreign hospitals, especially the USA.
How many times have we seen innovative ideas start up in this country, struggle to take off at home then breaking ground abroad, with this country then playing catch up.
The NHS will get there re CardioQ but when is the big question.
Could be it will take a pandemic, such as Bird Flu or a serious increase in our own winter flu to wake up the powers that be. ( Obviously I hope we dont get one).
Everyone excepts,even the NHS that CardioQ releases bed space earlier. The problem is the main sickness in the NHS (the management) is a sickness even Deltex could not come up with a solution.

I completly agree
I believe the technical term for the management sickness is called (Brain dead)!
It may be harsh to say that, but cardioQ makes sense, so no point being nice
about it.

Neil,
I don't think it's harsh at all.
It amazes me how most of these managers are paid (wont say earn) more than the medical staff that they manage, sorry should have said mis manage. Whats that saying re the lunatics have taken over the asylum.

Greekman, couldn't agree more. Still on my watchlist though as will get there in the end. Put in perspective the time I have been watching this I have also bought GOO made 50% and sold taking the profit. Right now would be a great time for a hint of better times to come.....

I have just been to see the musical Jekyll and Hyde. It was fantastic and it gave me a lot of ideas. When I think of the nasty things Edward Hyde did to people, and then I think of those NHS management (sorry I mean manglement) who need a shock, I think maybe we could get Edward Hyde in to break a few necks and rip some intestines out...

Arf----Good idea, I bet they would insist on the Cardio Q being used during their ops.
2517

Up a tick so far this morning on small vol. and even that is in favour of the sellers, perhaps there is a buyer filling an order.
2517

NHS TO ADVERTISE,

According to the news the NHS is going to be allowed to advertise.
Just watched an advert for a hospital in the USA. It was slick and smooth.
Obviously as USA hospitals are run for profit, out there advertising has to be.
Whilst in general I think that in this country it will be a waste of our money, as if you need treatment and cant afford private, its the NHS or the NHS, I do feel competition, because that is what it will be, could be the push that makes hospital trust management get their heads out of the sand.
If one trust can show they can bring down recovery times and therefor overall hospital stay times it must surely bring more customers/patients to that trust.
Competition is a great motivator.
Lets hope these managers look to developments such as the CardioQ as a strong selling point.
No doubt the trusts will put their advertising out to the professionals, who I am sure will look at every selling angle there is.
No doubt statistics re operation, success rates, recovery times, quicker discharge times and lower re admissions, all documented by the CardioQ trials as better if CQ used will be publicized.
Although it has not yet been decided what these adverts will be allowed to contain, it has already been stated that the more patients treated, the bigger slice of the money pot they will receive.
Can any NHS trust risk lagging behind.

greeman the hospital news on advertising will help DEMG to sell their products to save time and money for the hospitals looking at their profit margins...

Peter our 79 year old called into our coffee meeting at shareclubuk this morning.. He was giving an update report on Deltex Medical.. He said that the company has first class products which would save a great deal of NHS funds. If only the Government would get of the backs of the hospital who would like to take up the disposable probes.. (sometimes you have to spend to save)

Peter went on to report the publication of a clinical trial which took place by Doctors at the Royal Free Hospital in London the trial took place as a randomised, controlled clinical trial comparing two approaches to epidural anaesthesia in women undergoing elective caesarean delivery

Peter said its out of the bag that Deltex Medicals SupraQ monitor came out on top.. Deltex has so much going for its products, thats its only a matter of time that the company must indeed make the break through sales wise in the medical world then the SP will move up at a rapid pace

Thing is its all been said time and time again before. Deltex has more selling points and excellent trial results than any other company in the medical industry that I know of, yet lacks sales. Lets just hope a cheaper alternative doesn't steal the market!!

Directors take shares.

Always good when directors take shares in lieu of a cash payment as remuneration for their services to the Company. It looks as if they have all taken to showing they have faith in the company.

Another good sign I agree Greekman, lets hope the contracts start to flow in reward of this remuneration for director and investor alike.

Morning Explosive,

Would be nice to see, but as all NHS Trusts are in the red can't see it happening this financial year, although we don't really know whats in the pipeline.
The Government stated (yesterday) that next year all the trusts will be out of debt.
And yet another pig flies past my window. They probably mean that as soon as the funding for the year is sorted, it clears the debt. Of course the funds have to last 12 further months so the debt spiral starts again.
Spin Spin and more Spin. Still we can only hope they see the light that the CardioQ can and does save money as well as lives.

It's the amount of directors taking the shares that pleases me.

Executive Directors
Andy Hill BSc MBA Chief Executive
Ewan Phillips MA ACA Finance Director

None Executives, with shares taken

Nigel Keen MA FCA Chairman 67,568
Dr Edwin Snape MSc PhD Vice-Chairman 48,649
Dr George Flouty MD 48,649
Peter Smedvig BA MBA 48,649
Professor Sir Duncan Nichol 37,946

So all the none execs offered the deal, took it.

Note that the offer was to the None Executives only.

In Total they hold 10,094,864 shares, 12.61% of the company.
To me that shows confidence.

Deltex will come good

Peter our 79 year old updated our morning coffee meeting at shareclubuk on Deltex Medical (DEMG) the company has seen growth in the use of it's disposable probe in the high volume operating market. The disposable probe is the main driver for the DEMG business..

On top of that the surgeon led trials on the use of DEMG's SupraQ monitor have all come out as positive time and time again.. the clinical trials data reports three day reduction in length of stay.. leading to cost saving for potential clients from the NHS, US and the European markets.. given time DEMG will come good...

Myway - Its all old news, nothing new I haven't read 18 months ago..... Your singing the same song from page 1 of this thread!! There progression for yer!... On a positive note Griffin up some 11p today triggers a sale.... DEMG however is yet to provide a reason to buy!

Yet again good news re reduced stays in hospital.

These are the reduced lenghts of stay as per RNS 19th. (for those who can't get a display re Moneyam, as at present unable to show yesterdays RNS for Deltex.)

Type of surgery Per patient bed day saving
Bowel resection 2.3 days
Gallbladder removal 1.6 days
Kidney removal 1.0 day
Bladder removal 7.5 days
Prostate surgery 1.2 to 2.1 days
Broken hip repair 7.8 days
Hip replacement 2.2 days
Spine surgery 1.5 days

Well thats it for me pre Xmas, off out.
Merry Xmas to all.
Greek.