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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Ekf Diagnostics Holdings Plc | EKF | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.50 | 1.98% | 25.70 | 16:35:15 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 25.70 | 25.20 |
| Industry Sector |
|---|
| HEALTH CARE EQUIPMENT & SERVICES |
| Top Posts |
|---|
Posted at 21/11/2024 11:07 by earwacks Wan . I think Julian would be put off the Nasdaq from his experience with RenX. Basically because the value dropped with the fall out from placings and failed bid for the company. It can be ruinously expensive. So although they got booted off the Nasdaq they are still listed in a junior version. In The Renx case their product is exclusively to be sold in the US. Not sure what the global sales mix is with EKF. Harwood (large holders in both)seem to think that if they could get the enzyme business off the ground they will get bought by an American company anyway. If business has recovered sufficiently in diagnostic position as everyone keeps saying, they should show the confidence by reinstating the dividend. In this market and the current state of the world I can’t really understand investors selling up here, because news tends to come out of the blue at any time. I’ve been tempted to sell every time we get back in the 30p range, but have resisted for this very reason , because a successful offer could and should be multiples of this share price with an enzyme product which they have invested heavily in. I think that is the problem, how long this is taking |
Posted at 21/11/2024 10:28 by wan I did ask the question as to whether there was any intention to list in the US, and JB said that in his opinion, AIM was the right market for EKF.Arguably, the current share price performance implies otherwise! With investor patience running thin (judging by some comments on here and the share price), it will be interesting to see how that opinion pans out, and importantly where/if any catalysts for a rerating might emerge from. Fwiw, I believe there are several areas where catalysts could potentially emerge from. Time will tell! |
Posted at 16/11/2024 08:53 by wan Yes, valuations of pharma and healthcare firms around the world are down as investors react to the 'possible' effects from a Trump administration.I keep a general eye on the share prices of a group of global healthcare companies, including US domiciled companies, and most are trading at lower levels based on a month and 6 month view. I appreciate there is more to it, but the strengthening dollar could be a tailwind for EKF in terms of income in dollars translating to sterling. Plus, if the dollars strengthening trend continues, US import prices will also keep falling, including the cost on a range of EKF's products (devices and consumables). Somewhere in the middle of all this, hopefully there is, at the vey least, a Goldilocks zone. In the meantime, might the favourable conditions for US importers (and any 'potential' tariff mitigation/avoidance |
Posted at 07/11/2024 13:07 by earwacks Think we are in for another period of fund managers having to withdraw as clients pull out. Schroders had a big drop a few days back and Hargreaves are also feeling the pinch. 3.7% rise in the dow yesterday, pulling in investors from uk and elsewhere. Also NI rise is taking its toll although cant imagine would effect EKF so much. |
Posted at 22/9/2024 12:09 by earwacks Sparked a little interest from none other than Mr Scott in his podcast from Malta this weekend, after a little nervous laugh about diagnostic companies. As with any new technologies and in particular life sciences we are in new frontier territory which comes with all associated risks. However the rewards to investors and their users the doctors and patients could be immense. Companies like EKF and Niox (asthma diagnostics)have been through the mill. The aim being to pinpoint treatment areas and help repair with more efficacy with less intrusion and less toxicity side effects. Lung, brain, heart, kidney and eye operations all benefit from better diagnostics. |
Posted at 21/9/2024 07:06 by wan I don't think there is much doubt that EKF has done the "hard yards" and is now entering a new phase (yes, with some important lessons learned).There are early signs that the second-half will deliver further progress in terms of cash generation and earning growth. The market appears to be responding to this and the fact EKF has delivered significant change in terms of a leaner and more agile business, with a more focussed higher-margin product mix. Recently, I stated that investors need to appreciate the role that EKF's Life Sciences can play, not only in the production of premium OEM products and materials for third-party clinical diagnostic companies (not to mention pharmaceutical and industrial applications), but also in the production of diagnostic products that enable EKF's current diagnostic products, and perhaps under-appreciated, the potential from EKF's future diagnostic tests and devices. This aspect was covered in the Presentation (at around 14mins.53secs in), with EKF investing in utilising enzymes in new product development to deliver new point of care products into EKF's point of care portfolio, which is new and not something they have done before, with a current ongoing product and project to deliver a new state-of-the-art BHB point of care product (current BHB product is for lab-based testing). For those who are prepared to turn the page and look forward, there are several further points that stand out for me, and which I believe are worthy of particular mention. |
Posted at 20/9/2024 18:11 by james188 I didn't bother talking about the Mount Sinai pipeline, because the post was long enough already, but I completely agree with your observations.EKF is far too small and has other priorities and so cannot follow the initial investments in Renalytix, Verici, Trellus et al. So it will and has been diluted on a savage basis as the companies inevitably seek further funds from hard nosed investors. Ditto the fate of its shareholders. I think that EKF has recognised this and so we do not hear anything about the Mount Sinai partnership these days. If you want to see how brutal it can turn out, look at what happened to GLI Finance (now Sancus) when it embarked on a similar delusional path. I am relieved that EKF has aborted this programme, but shareholders generally would have done much better served with cash dividends. |
Posted at 14/9/2024 08:26 by wan Most will no doubt have either read or at least be aware of the news flow regarding Lord Darzi’s recent diagnoses of the challenges facing the NHS.In my view, that diagnosis applies beyond the UK in shifting more care from hospitals to communities, and to be much bolder in moving from sickness to prevention, which would include robust diagnostics in-the-field and at home, point-of-care diagnostics in pharmacists, and doctors offices. I know some are too busy, or maybe just not that interested to listen to a 20 minute talk. But if you do nothing else, listen to the last minute (from 19m 38sec) - Apr 12, 2024 Lord Darzi calls for a coordinated, decentralized approach to point of care diagnostics that considers scaled access and equity across whole populations - The recognition of what role diagnostics play may be entering a new era of appreciation and deployment, in turn creating even greater opportunity. With that in mind, investors need to appreciate the role that EKF's Life Sciences can play, not only in the production of premium OEM products and materials for third-party clinical diagnostic companies (not to mention pharmaceutical and industrial applications), but also in the production of diagnostic products that enable EKF's current diagnostic products, and perhaps under-appreciated, the potential from EKF's future diagnostic tests and devices. That aside, it will be interesting to see what insights we get on Tuesday in terms of the progress and performance to date from the half-year results, and the presentation the day after. |
Posted at 10/9/2024 11:19 by hopeful holder I'm sure this will be of interest to current and potential shareholders / investors.Investor PresentationJulian Baines, Executive Chair, and Stephen Young, Chief Financial Officer, will be hosting a live online presentation relating to the interim results via the Investor Meet Company (IMC) platform at 4.30pm (BST) on Wednesday 18 September 2024. The presentation is open to all existing and potential investors. Investors can sign up to IMC for free and register for the presentation here: https://www.investor |
Posted at 07/4/2023 09:10 by wan Some reading for Easter that provides an overview and perhaps a 'flavour' of things to come from EKF's Life Sciences via their increased capacity for 'precision' fermentation.A number of the essential and important boxes, from an investment and validation perspective, are already and imminently to be ticked (perhaps unnoticed by some) - Overlooked and Underfunded: Are Climate Tech Investors Missing Out On Precision Fermentation? ALT PROTEINALT DAIRYCELL-BASED NEWS By Green Queen Team Last updated Apr 7, 2023 The investors’ journey: important aspects to unpack during diligence So what should an investor look for during diligence? While there are many angles to be evaluated such as market opportunity, team, competitive landscape, IP, and moat, among others, commercial traction is most likely not going to be available at this stage. In order to address the intricacies of this nascent industry and its specific requirements, we unpack the key points that investors should take into consideration when performing diligence on a precision fermentation company. Customer Validation While it’s true that early-stage companies will have little to show in terms of revenues and customer traction, the next best thing to review is customer validation. Investors can and should talk to potential customers and validate that the product is actually solving a real need. Some companies will have LOIs, initial partnerships and customer trials; they may even have surveys that can provide an indication of what a potential customer is thinking. That being said, a phone call with a potential customer in your network is still advisable, not only to understand how important that solution really is but also to evaluate their willingness to pay for such a solution. Proof of Concept and Scalability Mindset As mentioned, many companies in the precision fermentation space are currently at lab-scale/ R&D phase. In the very earliest stages (lab-scale, where most companies are), they will be creating prototypes and proofs-of-concept and producing a few grams to a few kilograms per batch and using fermenters under 20L and likely between 1L and 5L. As they progress and move to pilot, demo, and commercial scale, quantities produced, and size of fermenters increase accordingly but one important thing that some investors forget, is that not all products are created equal. If a precision fermentation company is targeting products that represent a small percentage of the final food formulation, such a company will be able to go to market with a higher price point than one whose product makes up the bulk of the final food formulation, and therefore their path to a viable commercial scale is shorter. Investors should be aware that a viable commercial scale can vary in size significantly depending on the target product. In all cases, investors should always look for founders with a “scalability mindset”. In other words, no matter how early a company is in its journey, founders should be thinking about scalability from the start. This is shown through each of their decisions during technology & process development. For example: Are they frontloading their cost analysis while building their process? Did decisions around inputs take into consideration availability and supply chain resiliency? Are they already planning for their equipment needs and establishing partnerships? Scaling is one of the trickiest parts of the success of this industry. In addition to scaling up the technology itself and accurately forecasting budgeting needs, companies face an additional challenge: the bottleneck of little-to-no-ferment However, we expect and hope to see a positive change in this space in the near future given not only the surge of new companies tackling this problem but also the increasing interest shown by governments around the world through regulation and potential investments targeting the development of the industry. Process Feasibility, Efficiency & Optimization This is an important part of diligence: investors need to dig in and understand where the company’s process is at and how efficient both the upstream and downstream processes are. A critical aspect here is to ascertain how much final product you get at the end of the process and how long that takes from start to finish. This involves getting at how much product the microorganism secretes, how fast, and how much product is recovered after purification. Investors should not only be clear about where a company is today, but also where it’s going tomorrow and when it will be profitable, which is why reviewing its optimization plans and efficiency targets is vital, much like they would financial projections. All assumptions embedded in these plans should be checked to ensure they are realistic and reasonable. Full story - |
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