Ekf Diagnostics Share Discussion Threads

[shanklin] 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.

[scorpio51] 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.

[nurdin] 10/4/2021 13:30

Like this one but looks like I have left it too late !

[wan] 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 -



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 -

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!

[masurenguy] 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.

[wan] 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.

[hastings] 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

[shanklin] 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?

[wan] 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 -

[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 [e-mail] 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.


I note that I put the wrong link in yesterdays post (1710) re PrimeStore MTM use in the MHC PCR test kit -

[wan] 07/4/2021 13:30

I for one, shall certainly not be following the link provided in the above post!

[thetwentiestrader] 07/4/2021 13:16

Hi all, I have written an article on EKF for my website, looking at the recent results and opportunities for growth EKF has in the medium term. Available here: hxxps://www.thetwentiestrader.com/post/ekf-diagnostics-investment-case

[faz] 07/4/2021 08:08

Bit of activity on the Open Orphan thread. Last night in a presentation regarding potential spin offs from the main company, CEO Cathal Friel referred to EKF and RENX in regard to the benefits of in specie dividends. Cited RENX Nasdaq listing and share price. Good to see the company being quoted as a model for how best to look after your shareholders

[rivaldo] 06/4/2021 08:51

Good start to the week - more new highs now.

[wan] 02/4/2021 11:19

Re: friend or foe comments. Apart from what I have already said about the need, or indeed preferred option to partner (cue Amazon past experiences!). Becoming a foe doesn't mean that everything is replicable e.g. specialist know-how/trade secrets, expertise and IP etc.

In my view, I truly believe EKF is an excellent reliable, equitable partner and cultivator. Hence the deal already looks like a win win for both parties. Thus, it's not difficult to imagine this deal is the thin end of what could be a very large wedge, in terms of breadth and scale. Time will of course tell, but suffice to say that my shares are not for sale!

[wan] 02/4/2021 10:25

Given that we all probably recognise what logistical scale and expertise can bring to the equation, especially with regard to healthcare, the pandemic has had the effect of focusing minds even more in this regard with more industries coming together in a more integrated way (partnering) in order to deliver (no pun intended).

So, it was interesting to also note that DHL recently launched a new life sciences and healthcare page to their website that will act as a hub for all their existing and upcoming solutions and services, industry news and events -

We Care about Connecting, Caring, Complying, and Innovating

The life sciences and healthcare industry is experiencing an accelerated supply chain transformation; an increased need for efficiency, differentiated routes to market and access to new geographies; and is being challenged to enable digital supply chain solutions.

DHL understands the undertake and is ready to help you navigate the challenges and opportunities of the healthcare landscape through a holistic range of patient-centric, forward-thinking, intelligent healthcare logistics solutions – we call it our DHL Healthcare System. Through it, we enable you to leverage our ability to connect, care, comply and innovate, accessing our unparalleled expertise within a compliant global network. We bring you a more connected experience along the entire patient journey - from clinical trials to point of care, and everything in between.

[james188] 01/4/2021 21:29

The responses from mginvestor and cisk demonstrate pretty conclusively why the private sector partner has to be Amazon. In addition, the FDA EUA issued to Amazon a few days ago (as posted by wan)- and the proximity of that authorisation to the global deal signed with EKF - give further credibility to the link between the parties. On top of that, Longhorn is specifically referred to in the EUA as an involved entity.

The relationship is still at a relatively early stage, so it will be interesting to see how it develops. I can see why a partnering agreement best suits both parties at this point.

[melody9999] 01/4/2021 21:22

Hmmm - if its that obvious that it is Amazon lets hope that Julian does not get his fingers rapped.

[saucepan] 01/4/2021 19:37

Thanks, both; much appreciated.

[cisk] 01/4/2021 19:27

Julian Baines described the customer as a logistics company with over 1m employees.

I believe the only private companies with over 1m employees are Amazon and Walmart. Walmart isn't a logistics company, whereas Amazon is. And it's public knowledge Amazon has made inroads into healthcare and has established Amazon Care.

Other logistics companies less employees i.e. Fedex has around 600,000.

[mginvestor] 01/4/2021 19:25

Hi saucepan,

On the call with Julian he couldn't tell us by name but gave enough clues to make it near certain that it's amazon

Large logistics company with more than 1m employees. Easy enough to pin down. And then he also said those on the call will know by now who I'm talking about.

99.9% sure it's amazon
@mginvestor