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

What the hells going on.
I have just noticed that the increase by Gartmore deal was carried out on 3rd Dec, and only released today at 0921 hrs (11 days later).
Gartmore then decreased holdings on the 10th which was also released today at 1043 hrs.
I appreciate that the increase/decrease will be on behalf of a client/clients but someone slipped up somewhere, I just hope the FSA at least send them a warning letter re notifying the market asap, which I have read under market rules, to be within 48 hrs allowing for market close days.
But I won't hold my breath.

Emerging medical related stock do teach you patience, and at times can gather all the know alls and total bull s.....rs onto a thread.
I have held AMS since pussy was a kitten and started at 10p then 8 p until today's market, in that time I have learnt a lot,not too panic , I did and it cost me, not to believe in what is reported to be true by those with a vested interest(lucky with ams it was easy to spot) and be able to afford to back your hunchies, I also am holding Lmt another medical which is also taking a long time getting to the point when holding has been worthwhile, and in its case has still another 6 or 7 months before we see that final progress.
The point I am trying to make fits in with your hopes and expectations that companies that produce medical services that are an improvement and is giving better value than is currently being used and therefore enable the nhs to give patients a quicker better service for no extra are valuable and must be encouraged.
Ams does this on wound dressing and if you read today's premarket report further new products have found a good responce.
I am sure your holding will continue to be profitable.

Funny how some obvious buys are coming in late.

If you look at the late trade reported at 1544 hrs today, it almost corresponds with a 110,000 O buy trade at exactly the same time yesterday.
So although it is shown as a unknown it looks almost certain to have been a buy at full price, alongside the 110,000 of yesterday.

14/12/10 15:44 20.0 110,000 O 19.5 20.0 Buy.

15/12/10 15:44 20.0 109,772 L 0.0 0.0 Unknown.

Greekman, yr post 4Oct.2010, I was so flattered I didn't reply, sorry.
Dyson is not a 1-product co, they made wheelbarrows (that ball), years before and that paid for the vac-research a principle that has been in use in Industry for years, but only now small enough for a domestic. Also recently he developed the hand-drier, again using a principle used in industry. However, DYSON is a private company, ably run by someone that's very focussed - not like the bunch of "hopefulls" that litter the FTSE, or AIM etc.

For now, isn't Deltex problem the L-T effects of Government cuts? ...it matters not that their "kit" makes operation cheaper - NHS is focussed on cost-cutting as such that means "not spending."
If that Deltex Employee is right, then all bets are off until Jan, unless we get a nice present in the remaining weeks of December.
[- One good point, Is it? -
That many Execs are taking shares in lieu of salary - I just hope this isn't an Option by another route....Anyone?..]

Hi Hangon,

I admit I did not know Dyson made wheelbarrows before their vacuum cleaners.
But my post still applies, in that it was the Vac cleaner that they concentrated on for years being then their own single product and did not diversify from that until that product had made many millions. I still hope Deltex achieve the same success.

As to NHS is focused on cost-cutting as such that means "not spending," I do agree and that is where purchasing and using the CardioQ is an all round winner.
Whatever the budget they are given they have to spend it as if they have an underspend (not much chance of that I know) there is then the risk of a cut back the following year.
I feel that 2011 will be the start of the powers that be keeping a very watchful eye on where the NHS budget money is spent. The NHS Trusts will have to be more answerable to the purse string holders.
Well we can but hope.

This could be the start of a roll out.
Anyone else feel that someone was in the know, allowing the MM's to play their little games.
Well done Deltex.

Pre close update.

All areas looking good. As expected, a bit lacking in figures as these will be in the results.
The 26th will be the date to watch, re the final report from Nice re published positive draft guidance recommending more frequent use of CardioQ-ODM during surgery.

Appreciate that till the market opens level 2 is not an indicator of opening price, but it is 'very rare' of late, that you see any dealers put their prices on the books pre opening as regards Deltex.
At least one has already this morning.
Could be a good indication that it will open a tad upward.

From Gasuser who posted below on a competitors thread.

I am an anaesthetist and I do use oesophageal doppler regularly. There is still resistance to using it amongst many anaesthetists because the probe needs to have the position regularly checked and optimised so that it gives out the best signal, otherwise it can under-estimated the actual cardiac output. This makes anaesthetists less familiar with it think that the information is not reliable and reduces their confidence in it. However I have used it in all sorts of cases including heavy blood loss before or during surgery, and resection of critical adrenaline secreting tumours that make the circulation highly unstable, as well as in standard bowel surgery where it is being recommended by the NHS Enhanced Recovery programme and NICE. I have found it to have been invaluable to guiding the fluids and optimising the circulation as rapidly as possible. This however is a highly skilled process in judging what the current status of the circulation is during an operation, so that the conditions are just right for the surgery and for the healing process. We make this judgement from a combination of pulse rate, blood pressure, peripheral perfusion, urine output, central venous pressure, surgical stimulation, current amount of analgesia on board, epidural or spinal local anaesthetic, blood loss, fluid loss, history of fluid administration, blood gas analysis and of course now stroke volume estimates and corrected flow times from oesophageal doppler. What is potentially valuable for anaesthetists is that really good anaesthesia, optimising fluids, circulation, pain relief, rapid return to normal states etc, using these technologies, makes a huge difference in outcomes for patients and this is being increasingly recognised by surgeons. Although I have it available in the NHS, the private hospitals where I work do not have it yet and so I have to arrange hire of the equipment. I do see its use increasing over time but there are important competitors such as those that analyse the shape of the pulse wave and others.

My reply.....Thanks for your input. Always nice to see/read comments from an end user of any product.
Your post also gives an insight into what the CardioQ can't do as well as what it can.
Far more pro's than con's though.

Reading and hearing more everyday about one of the main problems in NHS Hospitals, 'Bed blocking'.
Anyone know an obvious solution?
Er the CardioQ perhaps!

Well, it looks like today is not the day.

NICE were today expected to publish final guidelines re the CardioQ.
The NICE main website still has under the 'Draft Guidance' that the consultation responses received will be fully considered by MTAC, and final guidance is expected to be published in December 2010.
As we know that was extended to be expected today the 26th, and yet they can't be bothered to update their own web site.

But if you click the link on the NICE site to the CardioQ-ODM (oesophageal Doppler monitor) web page, you get the following updated today.


As a final quality assurance step, and to ensure that NICE acts fairly, those who responded to the consultation guidance are offered access, having first completed a confidentiality form, to the prepublication final guidance and to the (anonymised) consultation comments.

The purpose of this process is to identify errors or breaches of process before publication. Respondents are asked to specify which of these two grounds they are requesting resolution on. In case of the CardioQ ODM guidance, one or more resolution requests was received which, after initial scrutiny, has been referred by the Centre for Health Technology Evaluation Director to a resolution panel.

The resolution panel will be convened in line with Section 6 of the Process Guide. Please note that the resolution panel does not meet in public but that those making resolution requests are informed of the outcome of resolution before guidance is published. Further information, including updates on the expected guidance publication date, will be added to this web page as soon as it is available.

The Programme's Process and Methods Guides are available on the Evaluation Pathway Programme for Medical Technologies web page.

Wouldn't it be nice to know what the report says. I can't see their being a problem as the further delay will be just 'The wording', but the frustration is building.


Edit......Just a thought,

If the final guidelines are positive, then I am sure Deltex will not be able to update the market due to the Nice rulings under final guidance consultation response process, as obviously something could be changed.
But if the final guidance is negative or in any way below what we or/and the market is lead to believe then surely under Market Rules, they would have to release an RNS.
Would welcome others views re this.

On looking at just 3 random examples on the NICE web site, it does look as if the wait for the final recommendation issue from the draft consultation is on average from 10 to 12 weeks.
I would have looked at a more broader range but the web site is not that user friendly.

Woke up yet again, feeling a bit under the weather this morning so searched the internet for clues of what I may be suffering from.
Found the following that fits my symptoms.
Deltexitis.
Symptomatic of Deltex disease.
Symptoms include waking each morning with high hopes coupled with a quickening heart beat, quickly turning into depression and melancholy as the day goes on, by late evening totally p....d off, (OK made the last bit up).
Known Cure....A spoonful of Nice RNS followed by several large doses of contracts.
Anyone know of a company I can invest in, who manufacture anti frustration pills!

Apologies for such frivolity, but in all seriousness, I wonder what we pay the likes of NICE for except to sit on their backsides twiddling their thumbs. No wonder over 50% of UK technological advances are taken up by none UK companies.

Results look to show company on target. All we need is that NICE finalization report to be as positive as we expect.

Should come with a warning!

Will we close tonight without that ever expected RNS.
Probably!
Will we close the month without said RNS.
Possibly!
Will we close end of next month without said RNS.
Definitely Not! (Just watch that come back to bite me).

Perhaps shares in companies such as Deltex should come with a warning.
Warning.....'Whilst holding these shares, you may experience palpitations, dry mouth and panic attacks'.
If you experience any adverse effects, sell out and put all monies into a bank deposit account.

But seriously, although very frustrating times, I would sooner have these roller coast rides, with the chance of very decent returns, that to sit back, feet up making about 3% less than inflation.

Still does not make this frustration easy to bear!

Sometimes, you couldn't make it up.

Although NICE have recommended to the NHS the use of an ultrasound device that sends ultrasound pulses along broken bones, the take up by the NHS is very low. These machines can often save more expensive surgery as well as increasing recovery speed by 38%.
The excuse is that, why should they spend 2,000 per machine when they already have the infrastructure for surgery, although surgery is found to be less cost effective.
Of course common sense still shows that they would save money re surgery staff and the more efficient use of equipment and theatres.
The difference with the CardioQ of course is that it is used in conjunction with and post surgery.
Still it does go to show, just how shortsighted and blinkered the NHS really is.
Sometimes, you couldn't make it up.

Sp up on selling cycle,

It does look good, especially with the bid chasing the offer, via a narrowing spread. Even allowing for a correction after the terrible day yesterday, I have not to my knowledge seen such a increasing sp in a selling cycle in the Deltex sp before.
News can't be far off now.
Will be interesting to see how many late deals will be reported after close.

Congratulations greekman, you are no longer a patient, your recovery is complete and hopefully things will get even better for you.
2517

Hi George,

Typical, I go on hols for a couple of weeks ans the sp goes up around 50%. Perhaps I should go away again.
Just read the final Nice recommendations.
I was amazed at the figures.................NICE estimates that its recommendation applies to 837,000 surgical patients each year in the NHS in England alone. Across the UK as a whole, using NICE's estimated average saving per patient of 1,100 per hospital stay, this represents a potential 1 billion annualized saving.
We have often said that this would be a no brainer. This report now proves it!
Surely this must now take off into the stratosphere.

regards Greek.

PS Patient feeling a lot better. Hope there is not a relapse.

From Medical news dated 11/04/11.

Only seen today as just back from hols.

Although it is only a reiteration of the latest NICE guidelines/recommendations it does give a very good write up.

http://www.medicalnewstoday.com/articles/221931.php

Deltex raise 1,000,000 in a share placing.

I never have any problem with fund raising if it's for the right reasons, although as this was a placing, us poor PI's never got a look in.
But hopefully this could indicate things are about to start moving and a right issue would be both time consuming as well as more expensive, so if that extra bit of cash means a minute dilution of my holdings them so be it.
Reading between the lines, could this mean that there are several formal inquiries re contracts and supply taking place.
One can but hope.

Deltex will have to show that they can deal with any reasonable responses to the NICE papers.

Patience still required, but with the NICE recommendations the clock is definitely ticking.

Greek.