The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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A timely update on where this Company is and is going I could not be more pleased with the progress, it looks like this will go places.
CMR raised money in September:
https://www.linkedin.com/posts/james-staveley-a0003a2_uk-robotic-surgery-group-raises-165mn-activity-7110156657711566848-2ydo
They mentioned the work with Intuitive, but CREO also have a deal with a British company - CMR surgical. Much smaller than Intuitive, but arguably nimbler, and closer. Both partnerships are aimed at integrating CREO tools with robot arms, for robot-assisted surgery. Not sure if takeover would make economic sense, as robotics is only one potential revenue source, but if so, Intuitive might face competition. Lot's of "ifs" - this is a speculative one, but even without the robot wars it's interesting, very interesting.
Good spot that.
Creo discussion starts around 35mins to help folks.
Worth watching this video with Twin Petes Investing. CREO mentioned from 35 mins in.
https://www.youtube.com/watch?v=vvvHAjV2ywQ&t=3610s&pp=2AGaHJACAQ%3D%3D
Discussion/speculation that Intuitive (a behemoth) who CREO have a multi-year agreement with could be a potential acquirer of CREO.
https://creomedical.com/latest_news/collaboration-agreement-with-intuitive/
Good to see some market confidence in this. As expressed they seem to be ready as a company to move on. Just a matter of getting the contracts now so fingers crossed
I think that we will soon start to see the contracts rolling in for the company's leading edge medical technology. Once this happens , i can see us pushing past the £1 mark with ease.
Strong buying again today.
Tick up has already started. Bid is 35.5. Imagine having an industry lead in Robotic Surgery. A massive earner.
Apologies there fat fingers, sure you get the jist !!
Let's hope there's some real uptake from the II's etc. I am expecting the feedback from the consultants/clinicians to be quite impressive.
I also wonder how things are progressing with the robotics side, with the large size of the companies involved, it's a very interesting area.
Let's hope for an up tick in SP as Creo gets it's name out there.
"The Company will provide greater detail on the commercial and clinical progress of its products..."
Is that potentially at odds with:
The event is open to institutional investors, sell-side analysts and media only. To request a place at the event, please contact Walbrook PR on +44 (0)20 7933 8780 or creo@walbrookpr.com.
No new material information will be disclosed during the event.
I see that Numis have a 205p price target on the stock. Very undervalued.
It's a good time to update institutional investors on progress in the field, now that Speedboat has reached full maturity. Good luck to the distinguished presenters - nothing better than practitioners to describe the quality, effectiveness and potential of the products.
Capital Markets Day will attract institutional investors with the real bucks. Watch this share price begin to motor.
From today's rns:
Capital Markets Day
Creo Medical Group plc (AIM: CREO), a medical device company focused on the emerging field of surgical endoscopy, announces that it is hosting its Capital Markets Day today at the offices of Deutsche Numis, London at 3pm GMT.
The Company will provide greater detail on the commercial and clinical progress of its products and will feature presentations from a number of NHS clinicians who are using Creo's products in practice. The agenda of the event will include presentations from:
· Dr Sal Khalid, Consultant Gastroenterologist and Clinical Lead for Endoscopy at The Pennine Acute Hospitals NHS Trust: "How Speedboat Submucosal Dissection is helping Oldham tackle bowel cancer"
· Dr Adolfo Parra-Blanco, Consultant Gastroenterologist, Hepatologist, Nottingham NHS Treatment Centre: "Why Speedboat is so effective at reducing patient complications in the Upper GI tract"
· Mr Tom Routledge, Consultant Thoracic Surgeon, Guy's and St. Thomas' NHS Foundation Trust: "Creo Medical - A surgeon's perspective"
The event is open to institutional investors, sell-side analysts and media only. To request a place at the event, please contact Walbrook PR on +44 (0)20 7933 8780 or creo@walbrookpr.com.
No new material information will be disclosed during the event.
Perhaps not a sexy company, however the FDAs acceptance of CREOs leading product is a game changer. The sales will soon start rolling in and the SP here will rise accordingly.
03-Nov-23 16:31:35 32.83 30,500 Buy* 32.50 33.00 10.01k O
03-Nov-23 16:00:45 32.83 33,500 Buy* 32.50 33.00 11.00k
Https://www.investormeetcompany.com/investor/meeting/investor-presentation-421
Well worth a listen.
Clever investors should get in now, before the upcoming good news.
Does anyone know if CREO has a capital markets day on Nov 7th? I thought there was but now can't find any info on it
Shiver me timbers, Speedboats away! Full throttle, if you'll pardon the awkward connotations. So we finally have a MATURE product in the marketplace. It's sink or swim time!
For LTHs this probably looks like a no-brainer for an acceleration in revenue, but the market is wary
Looks like another big RNS might be on the way.
Finishes the day…. exactly where it started! What exactly does this company need to do?
Not necessarily. There plenty of small caps that rise on good news. All we require here , is for investors to realise how Game Changing the RNS was.
This is what happens in a small cap bear market