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Share Name Share Symbol Market Type Share ISIN Share Description
Ekf Diagnostics Holdings Plc LSE:EKF London Ordinary Share GB0031509804 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.40 -0.48% 82.60 81.20 82.60 82.80 80.20 82.80 166,184 11:30:51
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 44.9 5.5 0.8 102.0 376

Ekf Diagnostics Share Discussion Threads

Showing 3301 to 3323 of 3325 messages
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DateSubjectAuthorDiscuss
13/4/2021
07:31
Staying with large private sector operators - Amazon to Give Out $12M Under Next Phase of AWS Diagnostics Development Initiative Apr 12, 2021 | staff reporter NEW YORK – Amazon said on Monday that it is launching the next phase of its Amazon Web Services (AWS) Diagnostic Development Initiative, in which it plans to distribute $12 million this year to fund projects for SARS-CoV-2 testing, as well as for other infectious disease diagnostics. AWS also said it will prioritize COVID-19 projects but will also evaluate projects focused on other infectious diseases. The company will accept applications through the end of the year, with priority given to applications received before July 31. "We have seen transformative innovations in how we diagnose disease over the past year, from machine learning-powered X-ray imagery analysis to new developments in rapid, high quality, and direct-to-consumer tests," Vin Gupta, chief medical officer of Amazon's COVID-19 response unit, said in a statement. "These changes will continue to evolve and improve our ability to respond to future outbreaks. We have already seen inspirational results from the Diagnostic Development Initiative, and we look forward to supporting broader uses of cloud technologies to enable organizations and communities to identify and respond even faster to future outbreaks." Full story - hTTps://www.360dx.com/diagnostics/amazon-give-out-12m-under-next-phase-aws-diagnostics-development-initiative#.YHUlm-hKiF4
wan
13/4/2021
07:27
Excerpt from Source Bio's Results announcement this morning - COVID-19 testing market backdrop A very large proportion of the Group's business in 2020 was derived from high volume laboratory based COVID-19 Antigen RT-PCR testing, the Group's only COVID-19 offering. The Board is mindful that the COVID-19 landscape is rapidly evolving and that this brings both uncertainty and opportunity. The Group believes that, whilst PCR based testing will likely remain the gold standard, it will be essential for the Group to offer additional testing services during 2021 and beyond. There has already been a shift in focus from many customers towards screening initiatives using rapid lateral flow testing, as one example - the need for testing is clearly evolving and expanding. The Group has reviewed and validated a number of complementary testing applications, technologies and routes to market and will be launching these progressively, as evidenced by the announcement of the Group's collaboration with Oxford Nanopore in December 2020, which increases the Group's offering to include LamPORE rapid testing both in a traditional laboratory setting and in mobile trailers to provide for more localised community focused testing. It is therefore expected that the Group's COVID-19 testing focus in 2021 will transition from exclusively RT-PCR testing to a wide portfolio of offerings, including rapid testing. Indeed, the Group has already seen multiple COVID-19 revenue streams in the first quarter of 2021, including revenues generated from mobile based testing units operated on behalf of the DHSC and Mitie. The Group has established a number of new COVID-19 testing initiatives, some of which are in anticipation of the expected lifting of travel restrictions, where significant business is expected to be secured as travel related testing gains momentum. The Group also recently announced the configuring of its San Diego facility to provide COVID-19 testing services to the USA market. This is expected to launch mid-year which, together with the seasonal nature of travel, means that the Group anticipates a significant proportion of 2021 revenues and earnings to be generated from the third quarter of the year onwards, giving a second half bias to the expected results for 2021. SourceBio is actively planning for demand for COVID-19 testing services to continue potentially longer than was initially anticipated at the start of the pandemic and before the multiple waves of infections and emergence of new virus variants. Whilst the vaccination roll-out to date has been very successful, the Group believes that this will not negate the ongoing need for testing. Indeed, a recent analysis in the US and a number of European countries completed by the Boston Consulting Group concluded " . . . with peak demand occurring in the seasonally affected first quarters of 2021 and 2022. Although we expect testing volumes to decline after 2021, we expect a continued need for testing in 2023 and 2024 as the disease enters a more endemic phase". Airports, airlines, cruise lines and hotels are already looking to establish testing services for passengers and guests. Similarly, the sports and entertainment industries are also building on-site testing capabilities and tests are expected to continue to be sold in leading high street pharmacy outlets. Outlook The Group has been through a transformational year in 2020 and starts the new year with a strong cash balance, no borrowings, and a business that is rapidly growing whilst generating substantial earnings and cash. Trading in the early months of 2021 has been solid and in line with the Board's expectation. The Group is working hard in all the COVID-19 testing initiatives described above and the Board believes the Group is well placed to capture attractive new business opportunities. The Board also believes that its long-standing three business units, Healthcare Diagnostics, Genomics and Stability Storage offer both near-term and longer-term sustained growth potential. Whilst elective surgeries continue to be significantly and quite publicly delayed, the backlog of potential work for our Cellular Pathology teams appears to be growing very substantially. Whilst the timing of a return to substantial volumes of work cannot be accurately predicted, the Board believes that the volumes will be very high when they do return, and the teams have prepared plans to cope with the significant volume growth expected in due course. Given the current macro environment, the Board believes that SourceBio is well positioned to deliver further substantial growth in revenue, earnings and cash generation in 2021. It will also continue to consider potential acquisition opportunities. We look forward to updating shareholders further during the year. Full Results Announcement - hTTps://uk.advfn.com/stock-market/london/sourcebio-SBI/share-news/SourceBio-International-PLC-Final-Results/84807273 So, as some of us recognised, coronavirus testing will indeed be with us for a very long time! And with EKF reporting continued demand for PrimeStore MTM tubes and bulk medium, and now also PBS, that aligns quite neatly with what Source Bio are seeing in terms of longevity, as well as noting the interest from large private sector operators, in terms of providing testing requirements. Not to mention that EKF's new lines of business and commercial partnerships, will add further to the mix of revenues sources and growth.
wan
13/4/2021
07:11
Welshborder...FYI, We have discussed/dissected that article over the previous two days.
wan
13/4/2021
06:41
Can he provide this weeks winning lottery numbers too? These finance experts are just trying to look smart - with "trying" the operative word. I have no idea where price is going next and nor does anyone else
davr0s
13/4/2021
02:24
Justin Urquhart Stewart is forecasting a pullback on the shares whilest being supportive of the company, I think. hTTps://www.thisismoney.co.uk/money/investing/article-9454835/MR-MONEY-MAKER-EKF-Diagnostics-boost-portfolio.html
welshborderer
12/4/2021
08:40
Edit/tweaks to the above post. Plus, I forgot to mention that there is also recruitment for a 3rd shift in one of Amazons US labs, also known as the night shift or graveyard shift, which is usually associated with 24 hour operation.
wan
11/4/2021
09:10
wan...thank you for your very insightful comment.
nurdin
11/4/2021
07:21
Great article Hastings, many thanks. Good to see confirmation that Trellus "should go onto the market by the end of May", and that a fourth spin-off is on the cards for next year.
rivaldo
10/4/2021
20:53
The best shares don't retrace. Which is why I buy breakouts otherwise you miss the very best ones
davr0s
10/4/2021
15:09
Nurdin...Whilst Mr Stewart for the Daily Mail clearly recognises the history of success from the management team over some years, he makes no reference to that in any detail. With perhaps good reason if you are hoping to buy in at a cheaper price! As I said in several recent posts, there are indeed a number of reasons beyond the metrics (that indicate a full price) to be bullish on EKF. Some of these are well covered in Hastings write-up. Furthermore, looking beyond the financial metrics that JUS is obviously relying on or indeed implying, how does one value the agreement and relationship with Mount Sinai? This agreement and relationship provides EKF with advanced access to innovative commercial opportunities and presents significant opportunity for EKF to collaborate on ground breaking medical technologies that can be spun off and proceed down the IPO route. This has already resulted in shareholders benefiting from owning shares via a dividend in-specie in the spin off, Renalytix (price at IPO £1.21 per share, share price now circa £10) and now Verici (if you kept your Renalytix shares with a current share price of circa 60p and in which EKF have received 2,677,981 shares), with Trellus Health next in line for an IPO. However, the management are aiming to replicate this process further with at least one investment and IPO per year. Not two a penny, as these things take time, but if you were only focused on certain financial metrics (as perhaps JUS implies), then you wouldn't have been invested in EKF any earlier either to have benefited from what is arguably difficult to measure. And I would suggest that Mr Stewart has likewise been unable to measure this aspect either.........however, arguably it must surely be worth at least some form of premium to get such exposure? The managements track record in terms of delivery (not just the IPO's) is very encouraging indeed, and JUS has at least 'tentatively' recognised that fact! And this is before I get into EKF's close-knit relationship with their new private sector partner (believed to be Amazon) and who's logistical expertise and ambitions extend 'far beyond' testing just their own employees (and with over 1 million employees this on its own should not be underestimated).
wan
10/4/2021
14:09
cheers scorpio and Shanklin. .No doubt it will be marked up Monday morning but am hoping not by much.
nurdin
10/4/2021
14:04
Nurdin Earlier would have been cheaper but still think it is a buy. Certainly think JUS is unwise in waiting for a dip. Any upgrade RNS from here and the current level will be history. NB. I first bought about 5% below current levels.
shanklin
10/4/2021
13:33
Never too late. This is a long term winner from a greater need for diagnostics...plus it has a track record of spinning off businesses.
scorpio51
10/4/2021
13:30
Like this one but looks like I have left it too late !
nurdin
10/4/2021
06:37
It looks like JUSTIN URQUHART STEWART FOR THE DAILY MAIL, likes EKF, but he hopes he can buy it cheaper, but he clearly does not fully appreciate what else is under EKF's bonnet (nor appreciates who EKF's private partner is and how that relationship might evolve, or perhaps even hoping it's not actually revealed anytime soon). Time will tell, but he might do well to read Hastings excellent and most recent coverage - EKF - A HEALTHY INVESTMENT - 09/03/21 Whilst the huge level of success from its PrimeStore offering has been the key driver of EKF’s share price over the last year, there continues to be much more on offer here. Full article - hTTps://martinflitton1.wixsite.com/privatepunter/post/ekf-a-healthy-investment-09-03-21 The Daily Mail piece - MR MONEY MAKER: EKF Diagnostics has the kit to give your portfolio a shot in the arm By JUSTIN URQUHART STEWART FOR THE DAILY MAIL PUBLISHED: 21:50, 9 April 2021 Any suggestions? So I like to look for history of success from the team over some years. EKF Diagnostics certainly has this, but the price is quite full. I would prefer to keep it on the watch list and wait for a pullback, which will be coming in the not too distant future. Full story - hTTps://www.thisismoney.co.uk/money/investing/article-9454835/MR-MONEY-MAKER-EKF-Diagnostics-boost-portfolio.html As I said previously, there are indeed other reasons to be bullish on EKF (more of which later), and thus in my view there will likely be plenty of investors in the wings hoping to buy before upgrades (given the current broker conservatism), or on any weakness. JUS is clearly one one of those, and to a degree, talking it down to help achieve that. Importantly though, and as a consequence, any meaningful weakness (if it materialises) might be very short lived!
wan
09/4/2021
16:40
Thanks for the update Martin - great insight into interesting future potential developments. ! Meanwhile Novacyt shares crashed by 40% today after failing to extend their contract with the Dept of Health and also entering into a contractual dispute with them. https://uk.advfn.com/stock-market/london/novacyt-NCYT/share-news/Novacyt-S-A-Trading-Update/84790888
masurenguy
09/4/2021
16:38
It's also very pleasing that the title of the thread is good for the foreseeable ;-) EKF Diagnostics for income and growth - A healthy, reliable combination!
wan
09/4/2021
16:33
Thank you Hastings, another excellent and very informative write up, that also includes a number of very interesting and quite exciting insights.
wan
09/4/2021
15:59
Spoke with the CEO this morning and write up below for interest. Https://martinflitton1.wixsite.com/privatepunter/post/ekf-a-healthy-investment-09-03-21
hastings
09/4/2021
09:55
Hi wan Thank you for all that info. Hopefully EKF or third parties pffering a service based on EKF kit, such as Amazon, will promote themselves well enough to get a big slice of this work. Would be disappointing were that not to happen.
shanklin
09/4/2021
08:17
Bizarre response from Grant Shapps on BBC Breakfast today where he was trying to magic down the current apparent £150 cost of PCR tests down to a lower level so that more people could go on holiday. He semed to have no clue beyond "competition" for why this would happen. Presumably EKF's ability to not require the tests to be processed in higher level labs would help with this? But WDIK?
shanklin
08/4/2021
07:53
Most readers will already appreciate that EKF has a significant distribution agreement with Mckesson in the US. So, I found the following comments insightful and supports my previous comments on why 'partnering' and indeed deep and equitable relationships can be the preferred option - 6th April 2021 Look at the pandemic's effect on supply chain, with McKesson's Craig Dolan McKesson was selected by the Centers for Disease Control and Prevention to be the centralized distributor for vaccines and ancillary supply kits. Most hospitals planned to have months of supply of critical drugs in the early days of the pandemic. "While we saw pandemic-induced buying in 2020, hospitals have learned lessons in how they treat COVID-19 and how they manage supplies moving forward," Dolan said. "Hospitals will apply new ways of forecasting in 2021 and beyond to ultimately strengthen the U.S. supply chain." Over the last year, Dolan said he has spoken to customers to build stronger relationships. He and McKesson field accounts teams are now working with health systems to look at their medical spend, identify revenue recovery opportunities and advise hospitals on how to navigate. Dolan anticipates hospitals will leverage scale with suppliers and apply new ways of forecasting supply in 2021 – all in the pursuit of a more transparent and equitable supply chain. "We're advising customers to continue to work closely with suppliers for each issue they may be facing," he said. "Each group in the supply chain should be working together to solve problems. And while we are all eager to return to normal and less volatility, the eagerness to partner and deepen relationships will only benefit the supply chain moving forward." Full story - hTTps://www.healthcarefinancenews.com/news/look-pandemics-effect-supply-chain-mckessons-craig-dolan
wan
08/4/2021
07:41
The following is 'confirmation' that my thoughts that the MyHealthChecked deal with Boots utilises EKF products, and possibly we have first sight of an EKF assembled 'test-kit' - 8. Hold the ShuttlePouchTM so that you have a clear view of the PrimeStore® MTM tube inside, visually check the white pad behind the tube for any signs of leakage such as discoloration or crystallisation. If there are signs of leakage do not remove the tube from the ShuttlePouch, seal the ShuttlePouch and do not proceed with the sample collection. Place the Shuttlepouch back inside the box, and dispose in your household waste. Please contact care@myhealthchecked.com immediately and advise them of the barcode number on the damaged tube. If there are no signs of leakage, remove the tube of PrimeStore® MTM, place on a clean surface and proceed to section 9. hTTps://www.boots.com/myhealthchecked-at-home-covid-19-pcr-swab-test-kit-(for-general-use-and-fit-to-fly)-10295700 I note that I put the wrong link in yesterdays post (1710) re PrimeStore MTM use in the MHC PCR test kit - hTTps://myhealthchecked.com/wp-content/uploads/2020/11/MyHealthChecked_IFU.pdf
wan
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