busted boomer
21 Feb 2018
Re: Sell on the news PondYour analysis of what happens after news omits the phase when RAConnell and pond1 make negative or poorly informed posts about the news and then Fokisi, who has probably never owned any shares, comes trip trap trapp trapping along and asks crafty questions to which the answers could only be negative. Eventually seadoc turns up and says something more sensible but normally from somewhere foreign and exotic which only makes the rest of us all sad and jealousThe RNS said: "replaces a previous tender originally awarded in 2011 and extended in 2014"You said: "A new tender that replaces the one between 2011 and 2014, anyone have any idea why there is a gap of 4 years"Might it be that the tender originally awarded in 2011 was extended in 2014? Just a thought, could be wrong, DYOR etc etcBB
pond1
21 Feb 2018
Re: Sell on the news Hi Valinv1,As you say not a bad profit from 1.04p and good luck to any profit makers of this company.One of the repeating problem of this companies sp, is that news is released, sp goes up, current investors outnumber any looking to invest, they take what profit they can knowing that within a couple of days the sp will return to it's former pre news price. It's almost the forgone conclusion of the roundabout, it always returns to the same spot.The only thing that will sustain a risen sp is several decent, profit showing contracts one after the other.
valinv1
20 Feb 2018
Sell on the news Looks like sell on the news brigade. Not bad profit from 1.04p
pond1
20 Feb 2018
Re: Award of new tender. Hi RAC,I know its not a new customer as my post made clear, just wondering why the 4 year gap.As you say, the future impact on probability is unclear as are most figures/details from Deltex.Market quite likes it (sp up 9% on opening), it's the closing price that will tell.
RAConnell
20 Feb 2018
Re: Award of new tender. pond1,This is not a new customer but only extends an existing supply agreement. One wonders how profitable this supply agreement was previously - maybe not so positive given DEMG's continuous decline. One should also not low margin on new monitors - not quite freebies but loss leaders?It's not bad news but its impact n future profitability is unclear. Only time will tell. As to SP there could be a minor, temporary uplift.Cheers, RAC
pond1
20 Feb 2018
Award of new tender. As there are often 2 ways to look at news, I am going to pick out the main bits of this news release and see how others read it, IE good or not so good.A new tender that replaces the one between 2011 and 2014, anyone have any idea why there is a gap of 4 years, this might of applied to the monitors with the probes still being bought during those 4 years.The tender is for a total of not less than 34,000 disposable probes and has a minimum value of over €4m over the eight year tender, is this a decent value over 8 years at 500,000 euro per year. Presumably the value is net profit to Deltex or is it the value of the gross to be paid.Deltex is supporting this requirement by supplying the monitors at very low margin, as the previous tender was for 3 years does anyone wonder why they monitors are being supplied at a 'very low margin'. Whilst appreciating it is the probes that will be making the money, why can't Deltex attract customers at higher margins.Deltex market cap is £6,530,000 so is the figure of 4 million euro over 8 years comparable to make even this low mc company worth that valuation.No doubt the sp today will tell us what the market thinks.
seadoc
16 Feb 2018
Re: Confetti shares - Update And just over 60% from application through Share,Seadoc
seadoc
16 Feb 2018
Re: Confetti shares - Update H-L have got me just under 59% of shares I applied for and a credit for just over 41% of the cash I put up. Nothing yet showing on my Share Co account.Seadoc
RAConnell
15 Feb 2018
Re: Confetti shares pond1,So better then EP then.Cheers, RAC
pond1
15 Feb 2018
Re: Confetti shares As said nearly half a billion.Last time I put my hand down the back of our sofa all I got was, 59p in assorted change, a sticky soft sweet, something smelly and a bit furry (still haven't worked out what it was) and a pen top.Just shows how the other half live.
seadoc
15 Feb 2018
Re: Confetti shares Pond,EP put his hand down the back of the sofa and came up with another £8000 which he swapped for 800,000 shares so the total is now 490,663,367. My account still only shows the number of shares I applied for but the cheque is now in the post.Regards,Seadoc
pond1
12 Feb 2018
Re: Confetti shares Yes as you say a very big number, almost half a billion.I did not take up the offer, but hope those that did receive what they applied for, and even more so don't regret it.
busted boomer
12 Feb 2018
Re: Confetti shares PondYou are a gentleman.It is still a very big number though. Hope I got stacks or at least 60% of the pile I applied for, if Seadoc got is right. And that they go up. A lot. Soon.BB
pond1
07 Feb 2018
Re: Big drop on opening - a question Hi Seadoc,Someone bought 250,000 for 1.25p this afternoon. Yesterday a few trades went through as buys at 1.2475p so a slight saving on the 1.25 price.Looking at todays markets I wonder how many have been caught short on many companies shares
seadoc
07 Feb 2018
Re: Big drop on opening - a question Fokisi,"I am trying to think why & how the D-day matter is relevant... As a barometer for appetite of existing shareholders to support? "Up until then I could sell in the market at over 1.3p and get the cash to buy back in for 1.25p, well, actually at 0.875p. I can no longer get back in at 0.875p, that is 1.25p less my 30%, as we have passed D-day. So I have to pay 1.25p and even offering that a fe minutes ago the biggest offer I can get is for just 100,000 shares.IF (big IF) this is not oversubscribed you will be proven correct, and I have got it really wrong but I am a big boy, can cope, and will learn.Regards,Seadoc
