Ekf Diagnostics Share Discussion Threads

[walbrookprir] 15/5/2014 13:25

This is Walbrook PR, PR adviser to EKF. We can confirm that the online presentation referred to in post 714 has been posted by someone who is not an employee of EKF. This presentation represents his own thoughts and not the Company's corporate strategy.

[totaleclipse] 15/5/2014 08:31

Curious to see this sort of detail available. Well done Croasdalelfc for being so vigilant.

[croasdalelfc] 15/5/2014 07:31

I don't know who the person is who wrote this but he must work for EKF - surely this stuff shouldn't be in the public domain as it's exactly what the competitors would like to see:http://prezi.com/dshmhduyy-rc/launch-of-diaspect-t-as-an-ekf-diagnostic-product/Here is the transcriptTranscript of Launch of Diaspect T as an EKF Diagnostic ProductGrowing Diaspect Sales, without CannibalisationRe-brand Diaspect as an EKF ProductDifferentiate the Analyser Range. USPs for all...- Vertical Brand Extension. Adding the lower price alternative! GOOD - BETTER - BESTLaunch of Diaspect T and Tm as EKF Diagnostics ProductsDiaspect Launch Objectives1) Integrate Diaspect T & Diaspect Tm devices into the EKF Hemoglobin Analyser Range by July 2014.3) Incremental sales growth of Diaspect devices over the next 3-5 Years without cannibalising sales of Hemo Control.2) Global rebranding & launch of Diaspect T and Diaspect Tm Devices (as EKF products) by September 2014. EKF Launch for Diaspect T & Tm-Stat-Site M= Portable, strip tests, battery life, low maintenance. (Good value & perfect for use in the field)- Update Diaspect marketing collateralto be consistent with EKF style:- spec sheets- catalogues- Update Diaspect Medical website "Diaspect Medical, An EKF Diagnostics Company"- Step by step launch plan(GANNT Chart) communicated to all key stakeholders- EKF Diagnostics as the Umbrella Brandfor all Hemoglobin Analysers- Re-brand product, product manuals, packaging to incorporate EKF logo & Info as Umbrella brandby Lewis Coburn- Diaspect= Low purchase cost, lower cuvette price, quick result (All the basic functions at good value)-Hemo Control= 2 tests in 1, accuaracy, Nxt Gen Cuvettes, on screen instructions, management funtions. (Premium product offing high accuaracy, ease of use, added value functions)- Once product is rebranded and positioned correctly in range...Any Questions ?- Using current distributors - Target sales of Diaspect to market segments where there is high demand for fast patient screening (Blood banks / patient screening projects)- Seek additional distributor agreements in countries/markets where existing distributors do not target blood screening projects and blood giving stations- Sell on benefits of broad hemoglobin analyser range to enter new countries/regions (Indo-China / Latin America, Africa)Growing Sales Through Distributor Promotions- Standardised offers for smaller Distributors- Bespoke offers for Premium Plus & Chairmans ClubProduct Promotion Ideas:- Loan stockoffers for new distributors- "Trade-in" style promotions for best distributors- Rebate offerbased on unit sales of Diaspect (sales out support)- Volume purchase incentives –bulk buy deals- Free curvetteswith analyser sales (high perceived value / low cost)- Demo stock- free trials for end users

[croasdalelfc] 15/5/2014 07:28

Confidence from Selah boss - nice Director buy

[croasdalelfc] 12/5/2014 09:30

Vice President Selah genomics

[croasdalelfc] 12/5/2014 09:21

More meat on the bones:http://www.itor-ghs.org/itor-selah-genetic-testing.phpApologies the links aren't good but I'm doing this on an iPad ;-)http://www.greenvillebusinessmag.com/View-Article/ArticleID/5815/Ferrer-inCode-Selah-Genomics-join.aspx

[croasdalelfc] 12/5/2014 09:08

Lots of work going on at Selah:http://www.ferrerincode.com/en/node/99

[bigman] 12/5/2014 08:17

Correction to an earlier post, Silah was bought in January 2013 in an asset sale from Lab21, so hardly a year later sold for big numbers. found this on line but cant find how much it was sold for, tried Lab21 accounts but not filed for that year. They were making huge losses in previous years ( Lab21) and looked like very perilous. might explain asset sale. they will not be happy unless they had sell on clause.... Wonder why we did not buy it direct from Lab21 a year earlier, they are a uk company.
Looking forward to another bounce up this week and a positive AGM when that comes along soon and we will be back in 30p plus

[croasdalelfc] 12/5/2014 08:01

I guess they will update at the AGM which was in May last year. June ?

[bigman] 11/5/2014 22:13

croasdalefc great research, thanks for this

[bigman] 09/5/2014 18:39

totaleclipse: the price of 48p by canaccord is not a best guess, they are house brokers and the analyst will have prepared a detailed note of what he/she is forecasting on the fundamentals for the business, sales, gross margin, profit etc etc. it is a lot of work and from that he/she then using the numbers and a rational that will be in the note arrives at a price, in this instance 48p.
As things then progress though the year the directors have to ensure that the consensus of analyst notes ( if there is ore than one) are reasonably accurate, normally within 10% and if the directors think that they are going to miss this by a wide margin, either up or down, they must inform the market. through either a profit warning or that they are going to substantially beat the analyst numbers. That is how it works, not a guess, and it is based on these notes that institutions and investors buy or sell shares.
Anyway I bought this morning as I think it will recover.

[fillipe] 09/5/2014 09:43

28p now being paid.....20k lots

Level2 looking healthy

f

[croasdalelfc] 09/5/2014 09:27

Total eclipse - nice considered post and echoing my thoughts.EKF is multi faceted - and perhaps the hardest job for the Board is dovetailing the business, creating synergies and expanding products into different markets and territories.EKF is the old business plus:Separation technologiesDiaspectSelah and Thingy Genomics ;-))

[bigman] 09/5/2014 08:12

totaleclipse: that is not a tiny bit of info "Silah were paying up to 50% commission" for sales of the test. That is frightening and maybe explains the sudden growth for a company that had not turned over £1.5m the previous year . Clearly they cant pay that now that the sales price has been cut by over 50%. Which begs a few questions:- if this test is so good "why did they need to pay circa $500 commission to sell it" ?
What commission will EKF now pay to sell it now the price is less than $500 ?
Is it now at a loss making price ?

Croasdalefc: Would love to see this Canaccord analyst report to see the reasons why when £ms of £s have been cut from a sales figure how they can raise the target price from 42 to 48p a 15% increase. either there is more better news out there or they had it wrong before. They cannot raise the target price on this news !!! .

[croasdalelfc] 08/5/2014 17:21

Canaccord raised target price to 48p from 42p yesterday

[totaleclipse] 08/5/2014 16:30

Fantastic to see the directors showing their confidence in the business and piling in with their own cash- I did too and got a small allotment at just below 25p. So glad I waited and did not subscribe to the placing at over 30p though- that would have hurt!

[127tolmers] 08/5/2014 14:00

Mkt cap at 25.75p is £68m. Drop of 10p is equivalent to £26m seems overdone for even a full write off of the $35m or say £22m.

[127tolmers] 08/5/2014 13:48

Bottom fishing or a big share support scheme by directors.

[totaleclipse] 08/5/2014 10:20

Just to put in a tiny bit more information I heard that Selah sales people were being paid very high commissions per test to incentivize them. Like half! That's kind of excessive dont you think? If the reimbursers discovered that bit of information I would guess they would be less than happy as it suggests the margins are very wide and maybe the reason for the cut.

>>Bigman. You spotted a good point. If we focus on the next driver for the EKF share price- i.e. the 6 months results, the sales will be enhanced by just the $0.5m you calculate for April and a further $1.5m for May and June- not sure if that is going to reignite the shares to recover their upward path. Anyone have any views on the 6 month numbers?