Good morning, it's Jack & Paul here with the SCVR for Thursday.

Agenda - many thanks to Jack for covering the morning shift, with;

Ekf Diagnostics Holdings (LON:EKF) - 2 announcements

Tclarke (LON:CTO) - Trading update

Paul is doing the afternoon shift, and will be looking at;

Boohoo (LON:BOO) - Update on supply chain action, including appointing KPMG & Lord Leveson

Tracsis (LON:TRCS) - Final results

Shoe Zone (LON:SHOE) - Update buried in a "Date of results" announcement

Newriver Reit (LON:NRR) - Half year results - sorry, ran out of time, see Friday's report.

Motorpoint (LON:MOTR) - Interim results - sorry, ran out of time, see Friday's report.

(and possibly circling back to De La Rue (LON:DLAR) from yesterday, or I might do that tomorrow, it depends on time)

Timing - estimated time of completion, c.7pm. (extended, because I want to watch the webinar from Intercede at 16:15 on IMC). Today's report is now finished.


Jack's section

EKF Diagnostics (LON:EKF)

Share price: 63.17p (+4.41%)

Shares in issue: 454,993,227

Market cap: £287.4m

We last talked about Ekf Diagnostics Holdings (LON:EKF) here, on the 9th of November - a ‘comfortably ahead’ trading update - but this was just before the first of the vaccine news.

Those stories seem to have sparked a fundamental rotation in market sentiment. This might last, or it might not, but it’s interesting to track EKF’s share price movements this month, up nearly 20% at one point before handing momentum over to the FTSE 100.

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EKF is a global, integrated medical diagnostics business that designs and manufactures diagnostic equipment for use within Point-of-Care settings. Its portfolio includes small blood analysers used in testing patients for conditions including diabetes and anaemia.

As a transporter of Covid samples, its business has benefitted from recent conditions with the release of its PrimeStore MTM pathogenic sample collection product. Even now, the shares retain a punchy valuation of 29.8 times forecast earnings. This is based on FY21 numbers, though.

Brokers are forecasting a bumper FY20, with earnings set to come in at 3.41p, making for a more reasonable valuation of 18.8 times current year earnings.

As with other stocks, the question…

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