Ekf Diagnostics Share Discussion Threads

[tongosti] 16/12/2020 12:48

The best research is validated by Mr Market wan. Fundamentals (hazy as they are to most) are nothing unless the market agrees with them. Read Jesse Livermore on the topic. PS. Just covered my mistake on the long side for a little less than -5%. Guess +48% trading ekf will have to do for the moment.

[jacks13] 16/12/2020 12:29

It's early days for the telehealth market but this article gives an insight to its potential, particularly in the US. Consolidation will arrive at some point with lots of scope for M&A.

[wan] 16/12/2020 11:53

A restrained post, for now!

Does such a thing as a shakeout really exist? Who knows but I would suggest that hanging onto your EKF shares (or accumulating more) could ultimately prove to be very lucrative (and for more reasons than an IPO of Trellus alone).

I already know from previous research that the IBD opportunity is very large and has attracted global player interest.

I have just finished some in-depth research, which was revealing to say the least! But consequently I do now have some more research to do.

What I will say at this juncture, is that Roche are particularly interested in transforming IBD care to improve outcomes and patients lives. This interest (which is extensive) starts to demonstrate the size of the global IBD market, but the other very interesting fact is that there is already a strong relationship and collaboration between Roche and Mount Sinai with regard to IBD, and not just from a pharmaceutical perspective!

Perhaps more from me later in this regard.

Please conduct your own research when making investment decisions, as the originator, or the threads contributors, could be either wrong or inaccurate.

[jacks13] 16/12/2020 11:50

But you did play macho tongosti. The time to buy was Monday. You'll learn, given time. Still a lot of growing up to do.

[mg1982] 16/12/2020 11:17

Tong,
Seriously? I thought you were up 10% already?

Your pal Mr Market ain't giving you the goods is he?

[tongosti] 16/12/2020 10:27

This bad boy not acting right. About -2% off of my entry price yesterday. Still in but if my stop level comes to play then cover the trade and wait for the next one is the mantra. Never play macho with Mr Market!

[wan] 16/12/2020 07:58

Just a quick note from attending the General Meeting.

During discussions (from memory) reference was made to Trellus Health having a unique offering addressing a very large market in the US, with plans to expand into other markets, including (and possibly quite soon) the UK, followed by Europe.

One of my questions was; "Beyond the initial focus on IBD, what other chronic conditions are you planning to address?". Initially (over the next 12-18 months I recall) they will be very focused on delivering and addressing Inflammatory Bowel Disease (IBD), which is a huge market. But Apparently the Trellus offering could quite easily be adapted to address Irritable bowel syndrome (IBS), which is not as big as the IBD market, but would be relatively easy to bolt on. Other than that, addressing other chronic diseases are most certainly on the radar (watch this space!).

[speedsgh] 15/12/2020 13:19

BBC News - 'Huge expansion' of secondary school Covid tests in January

[74tom] 15/12/2020 13:04

Trellus will almost certainly follow the path of Verici DX and open well above the IPO price, I also expect there to be an open offer but let’s see on that - if there is then it’ll be very oversubscribed...

Kudos to the EKF management for their excellent work in building such a fruitful partnership with Mount Sinai, long may it continue!

[tongosti] 15/12/2020 12:54

Listen to what the market is telling you is the mantra. Gone LONG on back of most recent price action. Wish me luck ladies!

[mg1982] 15/12/2020 11:25

Im waiting for the guy with the Tong to say he was long before last nights close and has just banked a 6% rise cos Mr Market told him to take his shorts off and be proud to take one for the team

rant over

[wan] 15/12/2020 07:27

I am sure readers are already aware of the significant and unfortunate increases in Covid-19 infections being experienced in major economies across the globe. In short, consequently testing is currently only going in one direction!

Readers will also recall my interest in RT-LAMP as an alternative to RT-PCR tests, both require an effective patient sample that has also been stabilised (and safe!). Both methods are complimentary in providing the capacity required to address 'effective' testing.

News today from Source Bio will hopefully mean PrimeStore MTM is further utilised in providing a very high standard of accredited testing services and providing partners with a significant advantage in the market -

SourceBio International PLC Commercial agreement for COVID-19 testing service
15/12/2020 7:00am

15 December 2020

SourceBio International plc

("SourceBio", the "Company" or the "Group")

Commercial agreement for COVID-19 testing service

Oxford Nanopore's rapid LamPORE COVID-19 test to be made available via SourceBio accredited lab facilities

SourceBio International plc (AIM:SBI), an international provider of integrated state of the art laboratory services and products, announces that it has entered into a strategic commercial partnership with Oxford Nanopore Technologies Limited ("Oxford Nanopore"), a leading next generation DNA/RNA sequencing technology company, to offer a commercially available COVID-19 testing solution to corporate customers at scale. The test will also be offered to consumers.

Oxford Nanopore's, CE-marked LamPORE COVID-19 assay, for the detection of SARS-CoV-2, will be used at SourceBio's state-of-the-art ISO15189 accredited laboratory facility in Nottingham to offer a large-scale COVID-19 diagnostic testing service.

The COVID-19 testing service using LamPORE will be offered as an additional service by SourceBio to complement its existing COVID-19 PCR Testing services which are currently used by a range of customers.

[btgman] 15/12/2020 07:18

Looks like today is the last day to buy EKF to pick up the Trellus shares interesting day ahead.

AIMHO
GLA
BTG

[tongosti] 14/12/2020 15:23

That's what I like - when price moves in desire direction it gets noticed immediately.Happy either way - always agnostic to the direction of the next trade. Until then ... make a few copper coins somewhere else is the battle cry chaps.

[rivaldo] 14/12/2020 15:00

Moving up now- hopefully a new base has consolidated at these levels.

This morning's Trellus RNS is just one of many reasons for optimism that there's substantial upside here from these levels.

[wilmdav] 14/12/2020 13:00

btgman

"I suspect we will see continued buying of EKF to pick up the rights to Trellus over the next few days."

I did exactly that this morning. Already held a long spread betting position.

[74tom] 14/12/2020 12:14

There is only one solution to Neanderthals like Tong & that is to filter them. Get in the bin!

[tongosti] 14/12/2020 10:28

You got it Einstein - what did you say you did for a living again?

[btgman] 14/12/2020 10:25

You seem very irritated Tongosti are you still loosing your imaginary 5%. I guess from your tone things are not quite doing what you expect.

Thanks for the warning but I will be fine don't you worry. Good luck with you ten bob portfolio

AIMHO
GLA
BTG

[tongosti] 14/12/2020 10:18

Bagman - not sure where you get shorting being my default modus operandi.

Have been long once and short twice this share. Check out Mr Market’s verdict on whose arguments have turned out to be ... pathetic did you say?

When I warned -on the day- on price being v overstretched I loved your “I have seen it all before" comment.


Well, events prove - beyond doubt - that you have seen FA in this game.

Ciao.

P.S. I will be equally happy to go long again if Mr Market tells me to do so. Until then, please keep up your ... work.

[btgman] 14/12/2020 10:11

Some pretty pathetic posts as ever for our resident Mr shorter.

Trellus looks a very nice addition to any portfolio I suspect we will see continued buying of EKF to pick up the rights to Trellus over the next few days.

Aside from that this is on a multiple of circa 15 with circa £30m of cash an underlying basket of assets will be one of the shares to own for 2021

AIMHO
GLA
BTG

[tongosti] 14/12/2020 09:47

You may want to consider the point that all that is being copied and pasted here on a daily basis is all priced in. Hence the share price wants to go down not up.Am still out but on a firm signal South, I can see myself going short. Watching this baby very closely for a valid signal.