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

Some buying today but the sp has hovered aroung these sort of levels for such a long time. I will hang on for the benefits, but I imagine they are some way off.
2517

The latest info from the trial are that the CardioQ halved the average recovery time of post operative patient.
The general use of the CardioQ is not rocket science, and yet the medical establishment still procrastinate (to defer action; delay: to procrastinate until an opportunity is lost, to put off till another day or time or as I see the NHS management , finger up rectum, too much of a mind numbing act to take it out) as the UK medical establishment does.
Been tempted to top up for quite a while now. This RNS decided it for me.

Re today's rns---This is now beginning to look much more promising.
2517

Yes looks like we have lift off. Hopefully the roll out of full contracts will now start to gather speed. Patience appears to be finally getting results.

THE COUNT--->GREEKMAN

Hi.

Wrt your post, no 525, I'd just like to add that ultimately, no doctor will use any treatment he is unhappy with. Medical ethics play a great role in determining treatment. And how do medical pros decide what constitutes adequate treatment....their personal experience in conjunction with evidence based medicine.

The evidence for using the CardioQ is all there in, what I am told, is a far greater number of random clinical studies published in major and peer reviewed medical journals, than any other new medical technology. In other words, what you and I already know...it's a no-brainer.

It has also had strong and independent backing from the AHRQ study in the USA, which was a study effectively commissioned by the US government. It was also a study of studies and its conclusion was as positive as you can get.

Against such a positive backdrop, It will be the medical insurers that will push hard to bring down their own costs. After all, it is they who reimburse the hospital and the doctors. It is certainly in their interests to push for shorter hospital stays, even if it wasn't that of the actual hospital's.

The medical insurers are not in a position to push up their own premiums to the patient endlessly...even in the USA, there is massive political debate on the cost of health insurance. So any initiative that can drive costs down will be welcomed by the powers that count.

But on top of this, there will be larger studies that hopefully will show a statistically significant effect on actual mortality when the CardioQ is in use. Then it will become almost a necessity on medical ethical grounds.

Finally though, and most expecially in the USA, if a patient, or group of patients can show that any hospital kept them in for longer when there was a medically acceptable means of reducing hospital stays easily and readily available, and actually backed by the medical insurers, the hospital wil have its arse sued off.


Regarding your post no 528.

The medics themselves do not need much more convincing of the need to use the CardioQ. Even the National Institute for Health and Clinical Excellence (NICE) backs its use. I know that over a year ago, actual clinical demand within the UK ran at over 300,000 potential procedures pa. It wil be even higher now.

What does thsi mean exactly? It means that doctors want to use the CardioQ on patients for that many procedures but are unable to do so because those holding the purse strings will not allow them to do so.This is mainly down to the farcical and irrational methods being used in our hospitals to pay for this...the use of the crazy method of solo budgeting.

But depite all this, we are slowly getting there (slower than you or I want), and there will be well in excess of 30,000 UK patients benefitting from th euse of the CardioQ.

Regards and keep the faith,

THE COUNT!

RNS looking good.

Everything that should be increasing is.

Turnover 50%, UK/USA sales 50%, Cash available approx 85%, margins from 66.3% to 70.0% plus progress in all markets.

Those sections of the results that show increases in negatives are almost insignificant and for obvious reasons.

Cash burn up by approx 33% but due to increase in pushing sales and R&D that was to be expected, as was the slight increase in operating loss for the same reasons.

The best part of the results must be the increase of sales almost month on month as 2007 progressed. Even at the present rate of increase 2008 look to be lining up for profitability.

Would liked to see more cash available although it has increased from the previous year. Also with the extra cash to be raised, plus the increase that is bound to come both from present sale, replacements of probes and monitors in addition (hopefully) of initial base sales on the whole the prospects look excellent.

Let's just hope the market sees it that way.

Well looks like most of the punters in Deltex wanted that jam today.
Two of the main points in the results, are sales growth momentum in 2007 has been maintained into the first quarter of 2008 and revenue rose to 4.1m from 3.5m a year earlier on growth in all key territories.
But the bottom line, PROFIT or in this case Profit loss appears to be what the market is concentrating on, no matter how small that loss increase.
Well I admit to calling it wrong. Still consider the results to be good, especially regarding the future but should have waited till today to top up instead of jumping in last week.
The drop in the SP also appears well overdone at 8% plus.

Yet another good news release from Deltex. It must move up soon.

This product reminds me of the problems that James Dyson had developing his rotary vacuum cleaner.
He had great difficulty in getting a technology that worked to be generally excepted.
At one time he was almost broke his product almost had to be abandoned.
He is now one of the richest men in the UK, with the Dyson Vac being the most successful products of it's type.
Lets just hope the CardioQ has a similar successful rise in both terms of use and profit for it's (us) investors.

Won't argue with that.
2517

At long last it seems commonsense is about to prevail.
2517

This has to be the best news release in a long list of such releases.
If this does not open the flood gates nothing will.
I thought about topping up yesterday, but after doing so last week decided my portfolio was getting a little top heavy with Deltex.
Isn't hindsight a wonderful thing.

Deltex look as if they have arranged good solid funding (at a time of credit difficulties) to strengthen their infrastructure of sales and marketing into the USA and Germany, and yet the SP dips again.
I can only put this down to day traders, as anyone in for the mid, long term must surely see this as a good move. You don't put deals such as this into effect if you are not fairly sure that such infrastructure is needed.
Some investors must be very short sighted.

Someone's just taken advantage of the dip in price, buying 1.24 mill.
Now if that was a day trader and the sp goes up as a result later in the day watch out for same amount as a sell.
Lets hope its the start of an institutional increase.

greekman--------re your post 539, fund-raising for expansion into the USA & Germany makes total sense and with the price of 24.5p for some of the stock being issued, there should not be a dilutive effect on the current sp. It's been a very long wait for DEMG to even begin to fill it's huge potential and we know whose responsible for that, but I firmly believe we are at the start of a sustainable upwards move in the sp, which could last for years. The purseholders cannot ignore the benefits to both patients and the NHS for ever. As always this is aimo. Good luck all.
2517

Hi George,

Looks like it's just us two at the moment talking to each other.
As to your last comments, I fully agree. If the last couple of releases don't get things going full flow, nothing will.

Looks that way atm greekman, but once this starts to motor there will be other interesting posts I'm sure. DEMG had a fund raising last june/july in order to gear up for expansion then, always better in my view to be ahead of the curve, and let's face it, it is for expansion not re-negotiating debt. With it's low capitalisation DEMG's sp should respond to any reasonable buying volume.
2517

Day traders don't get ten-baggers.

RNS Barclay's sell.

This release is about as clear as MUD. Obviously it's report of a sell but it does not state how many shares were sold only that the holding goes to below reporting level.

I hold my hand up that the Mill plus that I thought was an institution buy on Fri was almost certainly the sell now being reported.

The new updated CardioQ is being rolled out. Nice to see a company looking to the future and not waiting to see if potential competitors are catching up.
The money raised of late is being well invested.
Well done Deltex.