International Brand Licensing Share Discussion Threads

[robward] 07/7/2010 08:11

Morning All
IBL have now been de-listed and the epic to use is EKF.

Regards

Rob

[wan] 02/7/2010 15:04

Enzyme...The EKF description starts on Page 72 in their brochure that I posted above, Quotient uses Fluorescence spectroscopy and the EKF device uses both Affinity chromatography (HbA1c) and Encymatic-amperometric (Glucose). The EKF product is unique in that it determines both HbA1c and glucose from the same sample/test. Regarding EKF Diagnostics, you will have perhaps noted two things, that there will be a particular focus on devices and reagents relating to diabetes, and that David Evans is also Chairman of Quotient and with Julian Baines being a Non-executive Director at Quotient. On the face of it the EKF product appears superior, so I wonder how this will all fit/sit?

Regards

Wan

[enzyme] 02/7/2010 09:53

wan. is the chemistry you mention similar to the Quotient product for hba1c.

[silverfern] 30/6/2010 12:43

Something of a tenuous link to Chelsea! Bit of buying ahead of 2nd July D Day. And fwiw I have topped up again. Maybe the general market sentiment will rpevent this reappearing at a premium to today's price but longer-term I'm sure we will have some fun

[wan] 30/6/2010 08:23

It's worth downloading EKF Diagnostics new brochure, which is a comprehensive 140 pages of product and product information, but perhaps also demonstrates how the marketing can be improved -


PS...It is indeed a huge product range!

[wan] 29/6/2010 09:30

Been away for a few days, so only just seen this, nothing new but confirms some items I included from the analysts meeting -

Monday June 28,2010
EKF GETS £15M CASH INJECTION FROM LISTING

[wan] 18/6/2010 07:25

Seeing as western European markets got a special mention during the analysts meeting -
Frost & Sullivan to Host Complimentary Briefing on the European Point of Care Testing Market: Will the Benefits Overrule the Challenges?

LONDON, June 17 /PRNewswire/ -- Advances in analytical technology and healthcare services have led to a significant progress in the development of point of care (POC) testing, resulting in rising demand for test devices at the site of the patient. Some POCT devices like urine and glucose dipsticks and meters have been used in the hospital environment, general practitioner surgeries and even in the home for many years. However, the potential of this market is much higher than its present status.

[stirfry13] 16/6/2010 15:35

wan - many thanks.

[silverfern] 16/6/2010 15:19

walesonline report - confirms Hemo has a tiny % of a $100m market with only one competitor- also £4m of the £15m being kept back for further acquisition. Also worth noting that they had EKF in their sights at the outset, as we suspected.

[wan] 16/6/2010 07:00

Silverfern...You are welcome, there were indeed some very interesting snippets. Although I am sure the dust now needs to settle so to speak, but if you include the cash element, today you can effectively buy the shares for the same amount as the placing, unless I am reading it wrong?

[silverfern] 16/6/2010 06:37

Wan- I was hoping you'd drop us a line or two. I am very grateful for that comrephensive report, so many thanks. If your trading assumptions are right we'll get back to 23p on re-entry as there will be demand for the shares given the track records of the directors, and if not, trading itself should soon establish the validity of the acquisition. I'll dig a bit to see if I can find more info on EKF.



US regulatory approval is very important- check out impact on ASD and IDH where waiting has become the game. Evans involved in both of course

And I just wonder how many permutations there are for 3 alpha letters and why didn't I buy all the threeletter domain names in 1995 instead of ABC, EMF and KLF singles?

[stirfry13] 15/6/2010 13:14

NTV - me too, got nervous over how long this was taking and the expected placing but am keen to re-enter once my other investments allow. EKF's global distribution looks to be a major positive when it comes to further acquisitions and likely consolidation. All in all looks like a great purchase.

[silverfern] 15/6/2010 07:55

THanks wan - I am absolutely sure the Board know what they are doing;
it's what they've done very succesfully before of course.

[wan] 15/6/2010 07:18

Currently listening to analysts meeting, very exciting prospects. I will update from quickly taken notes.

[ntv] 15/6/2010 07:13

might look to buy back in once things have levelled out a bit

[ntv] 15/6/2010 07:12

looks a good aquisition but happy to have sold at 25p

[silverfern] 15/6/2010 07:07

Wan: well once the placing has been made we can only hope the company returns with its new ticker at a premiuim to the placing. I know the strategy well enough but I'll now look at the opportunity to directly subscribe.

Phil - (you may well know of course..) the game plan is taking on a compnay that hads a USP product but is unable to exploit it fully as it stands - you retain the key staff and market but expand it elsewhere - US beckons. THis has a five year timeline (See previous links in this thread).

[philjeans] 15/6/2010 06:58

A game changer alright; into profit immediately and a high growth business. No debt either.

Should go very well.

[wan] 15/6/2010 06:57

Silverfern...It is a placing with no right issue, but of course the management have not finished, so now they have a much larger shareholder base, we might see a combination next time i.e. a placing and a rights issue?

[silverfern] 15/6/2010 06:45

well I hope we get to subscribe or it would have been a wasted investment

[wan] 15/6/2010 06:35

Well the strategy is well underway now, albeit at a discounted sp, but we have to be looking well beyond a few months -

Proposed Acquisition of EKF-diagnostic GmbH
Placing to raise GBP15.06m (gross) at 15p per share

Change of name to EKF Diagnostics Holdings plc


EKF Diagnostics certainly have a lot of product -

[wan] 11/6/2010 07:26

Dnfa1975...Cash at year end (31 December 2009) was GBP3.037 million, and since the year end they have received a total cash consideration of GBP530,000 for certain other territories, but they are also confident about disposing the remaining rights over the next few months. So obviously the cashelement is going to rise fruther, but for now though you can effectively use £3.5m, which is equivalent to 10p + per share.

[dnfa1975] 11/6/2010 07:03

what is cash to market cap ratio

[wan] 11/6/2010 07:02

At least the results also indicate that deals will be done during 2010 -

Outlook
The future is exciting as we seek to acquire businesses specialising in In-Vitro Diagnostics. We will make these acquisitions where we believe it is appropriate and we can deliver long term value to the Company and its shareholders. I look forward to updating you on progress throughout the rest of the year.

So not that long to wait!