LiDCO Discussion Board http://www.iii.co.uk/investment/detail?code=cotn:LID.L&display=discussion http://www.iii.co.uk/icons/logos/uk_logo.gif http://www.iii.co.uk tag:iii.co.uk,2003:tst.9383569 By Hybridan | Mon, 05/03/2012 - 00:00
http://bit.ly/xkwzzm By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:LID.L&display=discussion&id=9383569&action=detail Mon, 05 Mar 2012 08:54:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.9363679 February 28. at 6:57 pm
http://bit.ly/z13L1e By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:LID.L&display=discussion&id=9363679&action=detail Tue, 28 Feb 2012 21:13:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.9042519 07/12/2011 Ben Jaglom
http://www.growthcompany.co.uk/news/1677998/lidco-excitement-at-nhs-review.thtml

Blood monitoring specialist LiDCO (LID) notes that a recent NHS report identifies 'advanced fluid monitoring' as a key target for spending.

The AIM-quoted concern drew attention to a report by the NHS Improvement and Efficiency Directorate, in which it noted that there are 800,000 patients in the UK eligible for such monitoring with only 10 per cent currently receiving it. LiDCO argues that full implementation would save the NHS circa £400 million per year.

Chief executive officer Terry O'Brien enthused that the case for using 'Advanced fluid and drug hemodynamic monitoring (LiDCO's technology)' was 'formidable'. He added that LiDCO's technology 'has been shown to reduce the length of stay by up to an average of 12 days.'

Analysts at house broker finnCap are forecasting pre-tax profits of £300,000 (EPS: 0.4p) on sales of £7.7 million for the year to January 2012. In 2013 profits of £700,000 (EPS: 0.7p) on revenues of £9.1 million are pencilled in.

Following the announcement shares in LiDCO - last recommended by Growth Company Investor this April at 14.5p - gained one pence to 16.25p. At the current price, shares in the company, which have sunk from a 2010 value of 20.25p should have further to go as the group builds momentum. A long-term play, we retain our buy rating for now.



Tags: Business with the NHS, Fluid monitoring, Healthcare on AIM
Sector: Health Care Equipment & Services
Companies: LiDCO By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:LID.L&display=discussion&id=9042519&action=detail Wed, 07 Dec 2011 15:11:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.9038798 http://www.iii.co.uk/investment/detail?code=cotn:LID.L&display=discussion&id=9038798&action=detail Tue, 06 Dec 2011 17:10:00 GMT frusset tag:iii.co.uk,2003:tst.8886158
Deltex don't have the tie-ins/collaborations with the big guys either, i.e. ICU Medical, Covidien, Argon, and because they distribute directly (as far as I understand) their overheads are big. Not sure they have a winning model in the current climate. And the integration of Covidien's DOA product into the Lidcorapid gives Lidco a unique advantage. Just my thoughts for what their worth.
Cheers
cpc By cpc1156 ]]> http://www.iii.co.uk/investment/detail?code=cotn:LID.L&display=discussion&id=8886158&action=detail Thu, 27 Oct 2011 15:23:00 GMT cpc1156 tag:iii.co.uk,2003:tst.8885962 http://www.iii.co.uk/investment/detail?code=cotn:LID.L&display=discussion&id=8885962&action=detail Thu, 27 Oct 2011 14:47:00 GMT festering heap tag:iii.co.uk,2003:tst.8882244 CPC By cpc1156 ]]> http://www.iii.co.uk/investment/detail?code=cotn:LID.L&display=discussion&id=8882244&action=detail Wed, 26 Oct 2011 18:40:00 GMT cpc1156 tag:iii.co.uk,2003:tst.8148212
Created: 18 April 2011 Written by: Nigel Bolitho

Although LiDCO didn't deliver the level of profits that had been hoped for at the half-year stage, the group - which makes blood flow equipment - did cut the scale of its losses. Indeed, the operating loss fell 68 per cent year-on-year to £498,000 and cash profits reached £141,000.
And, while the NHS - a key customer - is clamping down on capital spending, the UK was actually LiDCO's best market in the year, with turnover there up 29 per cent to £2.36m. One reason why NHS sales are resilient is because its monitoring equipment helps reduce the time patients stay in hospital. Another reason is that there's also pressure on hospitals to improve efficiency and introduce new monitoring technology. US sales were reasonable abroad, while emerging markets such as Brazil and the Middle East were buoyant - albeit from a low base. Turnover on the continent was more mixed, with sales 71 per cent higher in Slovenia and down 82 per cent in Italy. LiDCO hopes to have its products registered for sale in Japan early in 2012. What's more, recurring revenues - from disposables, service contracts and fees - accounted for 59 per cent of the group total.
Broker finnCap expects forecasts pre-tax profits reaching £300,000 for 2011-12, giving adjusted EPS of 0.4p (0.1p in 2010-11).
LIDCO (LID)
ORD PRICE: 15p MARKET VALUE: £26.1m
TOUCH: 14-15p 12-MONTH HIGH: 25p LOW: 15p
DIVIDEND YIELD: nil PE RATIO: na
NET ASSET VALUE: 3p NET CASH: £1.39m
Year to 31 Jan Turnover (£m) Pre-tax profit (£m) Earnings per share (p) Dividend per share (p)
2007 3.40 -2.60 -2.10 nil
2008 4.00 -2.00 -1.50 nil
2009 4.53 -1.77 -1.20 nil
2010 5.37 -1.55 -0.87 nil
2011 6.24 -0.49 -0.22 nil
% change +16 - - -
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GoodValue
The group is making progress. But worries over NHS spending are hardly ideal for sentiment; leaving a serious rerating looking like a more distant prospect. Long-term good value.
Last IC view: Buy, 18.5p, 26 October 2010 By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:LID.L&display=discussion&id=8148212&action=detail Mon, 18 Apr 2011 17:18:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.8109091 Wednesday, Mar 30 2011 by Stockopedia Features


Wednesday, Mar 30 2011 by Stockopedia Features 1 comment 1,196 reads
4

Last week saw the annual AIM conference at the London Stock Exchange (LON:LSE) which was well-attended by a mix of company CEOs, advisers and journalists covering a range of topics, not least fiscal incentives for SMEs, liquidity and how companies should approach investor relations.

The morning session was kicked off by the Head of AIM, Marcus Stuttard, after the LSE’s CEO Xavier Rolet who had been scheduled to speak was called away on urgent business (in Toronto, one would assume!). The theme of Mr Stuttard’s introduction was the outlook for AIM and ongoing initiatives, particularly the importance of fiscal incentives for smaller companies. Although investors who endured the bid/ask spreads in 2008/09 might disagree, he argued convincingly that AIM had shown its maturity through the credit crunch, given the way it weathered the storm with numerous companies still able to raise proceeds despite the financial crisis. Given the recent Budget and the ongoing MIFID consultation, AIM is clearly pleased to see that SMEs are at the forefront of policymakers' minds as the drivers of economic recovery. In this respect, Stuttard noted that the LSE has “been working closely with the government and European policy makers to find ways of encouraging equity investment in growing businesses” and welcomed the government's plans to increase the qualifying limits for VCT investment to include companies with up to 250 employees and £15m gross assets.

In a display of the government’s support for AIM (particularly impressive given that this was the day after the Budget), the keynote address was given by Mark Hoban, Financial Secretary to the Treasury. Reflecting the thinking evident in last years’ “Financing a Private Sector Recovery” green paper, Mark Hoban MP noted that SMEs play a vital role in the UK's economy, providing both jobs and services throughout the UK and beyond. He said that the government is committed to supporting small- and medium-sized enterprises through a range of initiatives including reform of EIS and VCT, funding for new enterprise zones and improving access to credit facilities for smaller companies. In the Q&A, Mr Hoban was asked about the perennial question about inclusion of AIM shares in ISAs but his response suggests that, given the country’s fiscal position, this was unlikely to be forthcoming – and that the EIS/VCT support was essentially an alternative to doing this. Encouragingly, it seems that another theme that the government is examining is the issue of market transparency, particularly in the content of the ongoing MIFID review, although it was unclear whether this would extend as far as the introduction of a measure akin to the SEC’s Regulation Fair Disclosure.

David Snell of PWC then followed up by presenting the conclusions of PWC’s recent analysis on “Securing AIM’s future” which tackled a number of “myths” about AIM. The report is very interesting and definitely worth reading, although we took note of two slides covering the subject of liquidity and research coverage which were cited as evidence that the situation on AIM was not as bad as critics claimed.

Trading Volumes





Research Coverage



Source: PWC

The conclusion drawn from these slides seemed to be that i) AIM’s illiquidity was a myth and as much a function of limited free float as anything else, and ii) since research coverage on AIM companies was broadly in line with other similar markets, the issue was more of one of complacency over investor relations. While we would absolutely agree with the latter point that companies should be doing more to generate interest by communicating more effectively, we found this comparative analysis on liquidity to be unconvincing. It seems to miss the point to argue that the By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:LID.L&display=discussion&id=8109091&action=detail Sun, 10 Apr 2011 14:31:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.7146642 http://www.independent.co.uk/news/business/sharewatch/investment-column-braemar-shipping-looks-to-asia-for-growth-2117306.html By forwardloop ]]> http://www.iii.co.uk/investment/detail?code=cotn:LID.L&display=discussion&id=7146642&action=detail Wed, 27 Oct 2010 12:50:00 GMT forwardloop tag:iii.co.uk,2003:tst.6786366 By pinkiponk ]]> http://www.iii.co.uk/investment/detail?code=cotn:LID.L&display=discussion&id=6786366&action=detail Wed, 18 Aug 2010 17:07:00 GMT pinkiponk tag:iii.co.uk,2003:tst.6781249
Worried investors here, bad trading update, very vague

Total traiding today 1,476,034

We will see if covidian will cary the can or drop this one like a dead duck, I would'nt like to be the management here.

Expected revenue increase, +% is what investors want not vaguary.

Get out quick. By pinkiponk ]]> http://www.iii.co.uk/investment/detail?code=cotn:LID.L&display=discussion&id=6781249&action=detail Tue, 17 Aug 2010 21:20:00 GMT pinkiponk tag:iii.co.uk,2003:tst.6779665
Given that Aspect was marketing the equipment in 1h10 but not in 1h09, the wording "increased revenues" hardly sounds like a ringing endorsement of progress so far.

It's becoming clear the big 2h sales figure was just a stocking order. By wigwammer ]]> http://www.iii.co.uk/investment/detail?code=cotn:LID.L&display=discussion&id=6779665&action=detail Tue, 17 Aug 2010 15:41:00 GMT wigwammer tag:iii.co.uk,2003:tst.6759117
Unusual drop based on the Volume.

By pinkiponk ]]> http://www.iii.co.uk/investment/detail?code=cotn:LID.L&display=discussion&id=6759117&action=detail Thu, 12 Aug 2010 15:39:00 GMT pinkiponk tag:iii.co.uk,2003:tst.6658943 http://www.iii.co.uk/investment/detail?code=cotn:LID.L&display=discussion&id=6658943&action=detail Thu, 22 Jul 2010 17:41:00 GMT wigwammer