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

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.

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.

Glad I sold when I did.
2517

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.

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.

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.

NICE final guidelines for release 26th Jan 2011.

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

Hang in there greekman, good start today.
2517

Yes, looking good today. All we need is a bit of good news to consolidate these sp rises.

EDIT....Sorry wrong thread

Very good article found by Seadoc and posted by him on a competitors site.

Well worth a read, mentions Deltex about half way down.

ABHI market conference: MedTech industry must seek more innovation, quality and cost effectiveness
Joanne Makosinski

Monday, 13 December 2010

http://www.onmedica.com/ViewsArticle.aspx?id=b23d067d-8c1f-4dd9-b8e7-04ae33b18fc7

Gartmore Investment Limited up stake.

Now hold over 11% of the company.

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.