Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
Register now or login to post to this thread.

Deltex (DEMG)     

grajul - 19 Feb 2004 13:39

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 - 05 Oct 2010 09:12 - 750 of 968

Very rarely if ever put my neck out by trying to forecast any companies future sp, but as I feel more confident in Deltex than I have for years, I will do so.
Due to the fact that Deltex shares held steady in the second half of 2006 at around the 17p mark at a time when it looked like they were going nowhere and again for several months around the 10p mark in 2009 when it looked like they were fully stuck in a rut I feel that with this latest news the sp will be around 20p by the end of this year.
I also feel there could be temporary retractions from todays sp, especially if news of contracts do not quickly follow, and as always there will be profit takers.
So yesterdays news must be well worth yesterdays closing price, with surely this now showing on more radar screens than ever, generating further interest.
So as said, I am now very positive of at least a 30% rise within 3 months.

Just noticed, Deltex is now showing on Proactive investor, USA and Canada edition, reporting the latest RNS and resultant sp rise.

2517GEORGE - 05 Oct 2010 10:10 - 751 of 968

Realised some profit, may struggle short term.
2517

greekman - 06 Oct 2010 16:18 - 752 of 968

So an institution was sniffing about. Gartmore have increased their not insubstantial holdings. OK not by much but it shows confidence. No doubt there is more to come.

greekman - 07 Oct 2010 07:10 - 753 of 968

Published on 5th Oct in Medical News Today and released on line to subscribers of this publication today.
It more or less is a repeat of what was released in the RNS, but as this is a major medical publication, it will go further in pushing the name Deltex and the CardioQ.
Its not very long and worth a read.
http://www.medicalnewstoday.com/articles/203417.php

greekman - 07 Oct 2010 14:50 - 754 of 968

Added my comments to the above site. Hope others do the same. Not so vain as to think my comments will sway anyone from the medical world who may read it, just like to put my sixpeneth in.

greekman - 07 Oct 2010 15:38 - 755 of 968

I appreciate my posts are probably beginning to have a ramping sound to them, but as most on here know, I have been quite critical in the recent pat of the way Deltex have been following the slowly slowly, catch a monkey approach (Who wants a monkey, mind you in cockney rhyming slang it is 500).
As said in one of my recent post, I have never been more confident in Deltex than now, trouble is, as my confidence has risen, so has my frustration.
Just read the following and try to see how the NHS trusts can possibly NOT go down the CardioQ route.
The following is taken from Nice guidelines. It goes to show that if these guidelines do not result in NHS Trusts taking the technology into their hospitals, nothing will.

Extracts from section.....Benefits of implementation.

1 to show patients receive care in line with the best available evidence of clinical and cost-effectiveness.
2 'Empower' patients to be accountable for their care, knowing how they will be cared for in a consistent evidence-based approach, thus building patients confidence in NHS services.

Note 2 could give power to patients if the CardioQ was not used where it would have been beneficial.

3 Ensure clinicians meet the standards set by regulatory bodies and that they consider NICE guidance when exercising their clinical judgment.
4 Effectively target resources and efforts at the areas that offer the most significant health improvement

Note 3 Must mean they have to show they are meeting the standard set by NICE, by implementing the CardioQ.
Note 4 They will have to show they are being efficient with resources.

5 Enable organizations to meet the requirements in the NHS operating framework for England for 2010/11 (speaks for itself).
6 Meet government indicators and targets for health improvement and reducing health inequalities. (Don't you just love that word, 'inequalities' which again could leave those authorities that don't us it open to legal recompense by patients)
7 It also gives patients the opportunity to compare the care they ought to be receiving with the care recommended by NICE, and to feed back any differences to their doctor or nurse.

Obviously not expecting implementations over night, but if a steady take up is not evident by the end of 2010, I will be making as much noise as possible, wherever possible.

But as said, if the guidance from Nice don't light the proverbial firework up the backsides of NHS managers, what will?

Right, got that out of my system.

stable - 07 Oct 2010 16:51 - 756 of 968

Greekman
If you are not already you should get together with the Count on the other side, he has been a big supporter from the beginning

greekman - 07 Oct 2010 17:19 - 757 of 968

Hi Stable,

I left the dark side years ago, due to all the back biting and the way the site was regulated (not). But I have had some dealings with The Count, who as you say has been a supporter for many a year, as have I.

regards Greek.

greekman - 08 Oct 2010 07:44 - 758 of 968

Yesterday at 1600 hrs I sent a short e-mail to Ewan Phillips, congratulating him and his team on the NICE endorsement.
I did this mainly because on the few times I have requested information from Deltex I have always had a very prompt reply, and straight answers to my questions.

He replied....Hi Dave

Thanks for the note. Yes we are pleased, even though it didn't tell us much we didn't know already.

We do still have work to do during the NICE consultation period and it will only be late this year/early next that NICE issue final guidance so we still have to be patient on that front.

Kind regards

Ewan

Ewan Phillips
Chief Executive - CEO
Deltex Medical Group plc

So as we know the next 3 months or so will be a catalyst in this companies fortunes.

greekman - 20 Oct 2010 17:44 - 759 of 968

The first RNS told us almost nothing. It was leaving us to guess.

2nd RNS out now.
Good. At least now we are not reading blind. Why the hell they could not have put that out in the first place, I have no idea.
This probably had the effect of the small tick up in the last stretch on todays dealings.

Makes a very good read. We are getting there, and no doubt we are looking toward more and more media exposure.

Keep it going. In Deltexs case, silence is not golden.

Another. Well done.

greekman - 25 Nov 2010 08:50 - 760 of 968

Appreciate we are still 36 days to the end of the year, but I must admit to be feeling that old enemy 'impatience' creeping up on me again, especially when I see the almost continual daily, drip, drip downward of the sp.
Ewan Phillips e-mail of 7th Oct said, 'We do still have work to do during the NICE consultation period and it will only be late this year/early next that NICE issue final guidance so we still have to be patient on that front.

I just hope those wanting to take up the CardioQ system are only waiting for this final guidance, before fully taking up the system.

I don't want much for Christmas, but a few big orders would be nice. Or will the NHS managers, be too busy spending their Xmas bonuses on partying.

Cynicism rules.


greekman - 29 Nov 2010 09:33 - 761 of 968

Yet another damming report on our hospitals, re death rates higher than expected. Some of these deaths have been post surgery, and it is thought poor monitoring is part of the problem.
No doubt this will be another kick up the backside for the hospital managers. Whether it will do any good is another matter.
Anyone have any idea if there is a device out there that has been proven many times to save money and lives. Presumably the aforesaid managers don't.

greekman - 30 Nov 2010 07:41 - 762 of 968

Posted because of some people blaming yesterdays drop on MMs.

The reason the sp dropped must be mainly down to the fact that there is not yet any sign of further orders.
Many Investors do not think such orders are just round the corner, hence all sells yesterday.
I am 'not' one of those investors, just looking at facts that are staring us in the face.
Even as the price dropped, it did not tempt buyers, that has to tell us something.
How many here are looking to top up is it drops a few more .50ps. Not me! not because I don't believe in Deltex, as I did say when the last NICE report came out that I thought this was the push needed, but because,
1 I am invested to my comfort level percentage of my portfolio.
2 I have invested enough for the risk I still attribute to this share.
Not a fan of how MMs work and aware of their little annoying tricks, but there is a tendency to blame them for every little downward blip.

2517GEORGE - 30 Nov 2010 11:10 - 763 of 968

Glad I sold when I did.
2517

greekman - 30 Nov 2010 11:22 - 764 of 968

This post relates to a previous post on another site of the 12th of this month.
In this post I mentioned that I was comparing 2 companies with Deltex and the way they have gone down a partnering route. At the time I did not name these companies, as to do so would, to some, look like ramping.
I was waiting to see what was going to happen re the Nice report, but with the sp still dropping faster than the temperature outside, I feel the time is ripe to expand on that aforementioned post.

First of all let me say I am not ramping the 2 shares I am going to mention, although some may well take them as a ramp. The only reason I am going to name them is it is the only way to prove a point that others can check.

I am invested in the first AFC Energy but not in the second King of Shaves.
Both are only similar to Deltex re their small market cap and the needs of partnering.

AFC Energy very quickly into its existence, realized that to get their technology recognized they needed some big boys to push/knock on doors.
They bought in several partners, in the different fields that their technology was aimed at. They have no debt and several projects are at different levels of commitment. Looking at the hugely competitive markets they are aiming at (Energy) I am certain that if they had attempted to go it alone, they would be where Deltex are now, with an excellent product, but a very low valuation/sales.
But mainly due to AFC's forward looking policy the sp that was 9p in January is now 63p.

King of Shaves is a company I read about several weeks ago in a newspaper article. This small company as founded in 1993 and has retail sales of only 24 million and has realized that to compete with names such as Gillette and Schick they needed a few big brothers.
The founder of the business stated, "Collaboration is the only way for a small UK business to win any market share".
After piecemeal local distributors they have now signed a distribution deal with Remmington. Remmingtons parent company Spectrum which is big in the USA will distribute K of S products in that country.
I appreciate that K of S does not have a niche product like Deltex's, but I feel the comparison can still be made.
I don't have a price/chart or epic for this company, in fact I don't think they are even a quoted company, but I am willing to bet that as their management stated, without such partnering they would again like Deltex have a good product and a very low valuation.

I appreciate that there are still a few weeks left in 2010 for sales to come in, but even if they do (in which I am still 'fairly' confident), one wonders were we would have been if Deltex had took the partnering route a couple of years ago.

No matter how things go in the next few months, surely Deltex must look to having a big slice of an available pie, than be left scrambling for a few crumbs of what might have been.

So still hopeful, but frustrated and annoyed at what might have been.

greekman - 01 Dec 2010 07:26 - 765 of 968

RNS.

Ewan Phillips states, ""We are delighted that NTAC's work on ODM is being recognised through such awards. They are an important way for the NHS to hear about best clinical and management practice".

He is of course right, but how many were disappointed like I was, on clicking the link and not seeing a contract announcement.

Surely the NHS know as much as they need to re the CardioQ. Even they can't have their heads buried so far up their bonuses (I know iii would not allow me to post my preferred word) to not know.

So yes, good news, like the many before it. They do all inch us that bit closer to multi orders, but all it does to me is push my frustration even higher.

Not knocking the news, just saying how my mind set re Deltex is suffering.
Before anyone posts that I am not being fair, I do agree. But I am having one of those weeks.

Greek.

greekman - 09 Dec 2010 07:47 - 766 of 968

Ewan Phillips e-mail of 7th Oct said, 'We do still have work to do during the NICE consultation period and it will only be late this year/early next that NICE issue final guidance so we still have to be patient on that front. END

I appreciate that there is a mention of early 2011, and that we are still in 2010, but if we do not receive contracts soon I feel Deltex have missed the boat. When the final guidance is issued, that must be the catalyst for Deltex. Orders must then follow, if not where else can the company go.
I agree that point has not been reached, and that I am probably being too down beat, but that is how I feel.
I work out that we have 12 days at most for something to happen re orders till year end, as nothing will move Xmas to New Year.
Whilst appreciating the slight tick up since the 30th, there appears to be no inkling of anything happening or about to happen.
I am still confident (just) but I am having difficulty in not becoming increasingly despondent. Could of course be the weather.
The problem being that with only about 12 days left to receive news/contracts I am fearful of where this will leave the sp.
Having been with Deltex for many years, I will be very reluctant to sell, but if we enter 2011 without at least a couple of good solid contracts, I will revise my holdings.
I hate to admit it, but I am really starting to feel that heart is over ruling head, something I promised myself would never happen again after being caught out a few years back by allowing same to happen.
Heart is saying, 'Hold', as after making it this far, surely Deltex are about to break through.
My head is saying, 'Sell', after all this time and effort, although having a great product, they have failed to sell it.
The niggle is the always present thought of selling, then contracts starting to pour in the day after.
I have never had a share cause me so much anguish, which must just about sum up my indecision.

I will stop what looks like a moaning campaign as it is not helping anyone, but will conclude by saying that no one more than myself wishes to be proved wrong.

Mind you with the lack of understandable interest on here, I am probably just chatting to myself.

greekman - 09 Dec 2010 17:14 - 767 of 968

NICE final guidelines for release 26th Jan 2011.

http://www.proactiveinvestors.co.uk/genera/files/companies/deltex_medical__proactive_investors_8_december_2010.pdf

2517GEORGE - 13 Dec 2010 08:51 - 768 of 968

Hang in there greekman, good start today.
2517

greekman - 13 Dec 2010 09:50 - 769 of 968

Yes, looking good today. All we need is a bit of good news to consolidate these sp rises.
Register now or login to post to this thread.