Ekf Diagnostics Share Discussion Threads

[tongosti] 31/1/2023 15:16:01

As the wise man said - by the time the reason is obvious the average guy is down big. Manage risk (in real time) and leave reasons to someone else (there is always one out there). Good luck chaps and chapesses.

[doobz] 31/1/2023 14:55:27

Brutal sell off here, I wonder why?

[wan] 30/1/2023 16:47:12

TU's have previously been mid to late January.

[sooty snipes] 30/1/2023 15:31:15

Trading update due anytime soon?

[tongosti] 30/1/2023 11:55:26

Bad drop. Collecting one's winnings and biding one's time for when the weather improves again not a bad strategy.

[tongosti] 24/1/2023 23:21:14

Like I said, I am happy for your unbelievable luck pal. Incidentally, our Wan here said the exact same a while back in that he also got it at 16.... Two folks on this board getting the absolute intraday low.... Well, the statistician in me would put the odds of two folks getting in that level at about 1 in 2.5bn. Am in awe. Anyways, good luck as it's onwards and upwards from here

[richman777114] 17/1/2023 00:27:23

I think it was Paul Scott of Stockopedia who brought it to my attention in his Small Cap Report about 5 years ago so, yes, I was lucky to get in so lowHe is an excellent analystAnyway, it's consolidating nicely at just under 50p and I can see your rationale for the next major stop being c 63pI sold a few at 80p and invested in UOG (bad move)-happy to be holding the rest as over the next few years I can see a return to that sort of level and there's a divi too

[tongosti] 15/1/2023 23:21:48

Happy for you pal one question out of curiosity - how did you get in at the exact low? Been doing this for a long time and I do know for a fact no one gets the exact bottom. Ta.

[richman777114] 13/1/2023 17:32:52

46p was resistance, now showing good supportnot much chart 'noise' till 63pi'm a long term holder in at 16p (from about 5 years ago) and I have spread bet long from time to time-another punt beckons methinks

[tongosti] 13/1/2023 15:28:59

As we know from the recent past it's def not a one way street pal. Enjoy the ride and hopefully this will shoot up far higher soon so that you recover the lost ground to 80p level. 63 is next milestone chaps and chapesses.

[wan] 13/1/2023 08:42:01

srichardson...Thank you, you will already know my thoughts on EKF as a company and indeed as an attractive investment. Although I appreciate that it's not a one-way street and it sometimes takes longer than some would like or appreciate, I am quite sure that the progress being made in product diversification, organic growth, and geographical expansion, that results in significant revenue growth, and in turn also results in the increase in the portion of revenues that are reliable, persistent, and recurring, will become increasingly recognised and appreciated by investors. Time will tell!

Re your comment about contract manufacturing: I would add that EKF's Contract manufacturing is not stagnating though, and is transitioning and expanding into non-COVID contract manufacturing, in response to increasing demand from customers across the healthcare and diagnostic market, which I believe also gives us exposure to the paradigm shift that I have referred to previously in the direct-to-consumer/near patient, and doctors office testing market (via sample collection or direct testing), with some very large players (potential EKF customers) openly committing to that opportunity.

So again, I would repeat that the pivot to direct-to-consumer/near-patient testing, including self-collection, no doubt provides opportunity (amongst a number of others) for EKF's expanded production and kitting capabilities to offer a suite of diagnostic Contract Manufacturing solutions to third party businesses.

For an interesting update and overview of the backdrop and upcoming prospects in the healthcare and diagnostic industry, readers would do well to catch up with commentary from the 3 day JP Morgan Healthcare Conference, which has just finished and provides those interested with important insights and much food for thought, especially in terms of a broadly positive backdrop for upcoming financial results and future prospects etc -

JP Morgan Healthcare Conference, Day 1: Guardant Health, Exact Sciences, QuidelOrtho, More
Jan 10, 2023


JP Morgan Healthcare Conference, Day 2: Labcorp, Abbott, Thermo Fisher Scientific, Roche, More
Jan 11, 2023


JP Morgan Healthcare Conference, Day 3: 
Invitae, Bio-Rad, Bio-Techne, Opko
Jan 12, 2023

[srichardson8] 12/1/2023 12:13:27

Wan - thanks for all your comments. I simply don't know how you do it. I have stayed here and taken a bit of a cold bath but I am pretty confident that this is a well run company in a growing sector. They have continued to maintain a decent level of revenue and profits - with no losses - and have as yet not gone to shareholders for more cash. The balance sheet is very good - hardly any debt, a decent cash balance despite a steady investment programme and a start to dividend payments.
If correct this will finally be reflected in the share price as the shrinkage in contract manufacturing is absorbed.

[sirshagalot] 11/1/2023 09:53:29

A slow progress to 60-65p soon , and then a much faster rise as markets see the coin drop of great potential.

[wan] 10/1/2023 09:23:10

Worthy of note in my view -

Longhorn Vaccines & Diagnostics has an expanding/pending product range, listing 4 products under diagnostics (products worth reading individually), and has a new impressive website -

Industry changing solutions to better diagnose, prevent, and monitor disease


Longhorn is also a One health company -
One Health is a collaborative, multisectoral, and transdisciplinary approach—working at the local, regional, national, and global levels—with the goal of achieving optimal health outcomes recognizing the interconnection between people, animals, plants, and their shared environment.


For PrimeStore MTM Longhorn specifically state that they have a reliable, scalable U.S. supply chain.

EKF’s existing relationship as a contract manufacturing partner for Longhorn Vaccines & Diagnostics developed significantly during the pandemic. So, I assume that EKF is still a contract manufacturing partner for Longhorns MTM product (and perhaps more?) -

[smithie6] 28/12/2022 09:20:04

thanks for the info.

[wan] 23/12/2022 04:42:25

Smithie....Income is derived from both, as the Scout meter is manufactured by EKF (SensLab GmbH) and uses a disposable sensor.

From EKF's Lactate Scout information -

The Scout uses disposable ‘Sip In’ sensors which
automatically take up the precise required sample
volume. The sensor must be inserted into the device
before the sample is taken because the biochemical
reaction starts as soon as the blood comes into
contact with the sensor allowing the reading to be
taken immediately. It is not possible to get readings
from pre-filled or used sensors.

[smithie6] 22/12/2022 19:12:53

is there any income to EKF every time that a vet does a lactate test or is the income to EKF solely from the sale of the lactate meter/device ?

(I have never used one so I have no idea)

[tongosti] 22/12/2022 12:50:52

Technicals lead (from 36 inflection point) and fundamentals follow. Been making this point for years chaps. 63 is next.

[wan] 22/12/2022 09:47:54

Smithie...I assume the page is quite new and the link is not functioning yet, but I assume it will be in due course as it's still available here -

[p1nkfish] 22/12/2022 09:40:47

Good to see some price action. All I have to say.

[smithie6] 22/12/2022 09:25:30

I opened the link to the EKF webpage to learn more...

& on the EKF webpage on clicking on the "read guides" button
nothing happens

I'm using an Android phone.
Anyone else get this same non-response from the webpage ?

[wan] 22/12/2022 09:15:39

Just to add an element that might be underappreciated.

Very few EU countries regulate veterinary POCT kits, and in the US, veterinary POCT products are not subject to any compulsory pre-market clearance (both of which is something I have looked at previously).

That's not to undermine the need for accuracy and appropriate evaluation of the products sensitivity, specificity and reproducibility, which in EKF's case is backed up by the veterinary products using the same proven technology that is used in the human versions of the tests which are highly regulated, and of course are approved accordingly.

In short, these product additions should not be restricted by the same long and demanding regulatory requirements required for human testing, in order to enter markets.

[smithie6] 22/12/2022 09:05:53

how does it work in terms of providing income to EKF, each test means opening a sealed test or....?
high, medium or low income to EKF per test ?

[wan] 22/12/2022 08:23:11

Updated veterinary page -