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Tristel Share Discussion Threads
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NDP Air Total+ es un producto en formato aerosol ...
NDP Air Total + is a product in aerosol form for disinfection of clinical surfaces by air in closed rooms. The valve system "one-shot" nebulized total discharge allows the content in one application, reaching every corner of the room. Double effect decontamination and removal of unpleasant odors caused by bacterial decomposition.
Air conditioning ducts
Didecyl dimethyl ammonium chloride, phenoxyethanol, cinnamaldehyde, isopropyl alcohol, propellant and excipients.
How to use
NDP Air Total + is effective against bacteria (EN 1276), fungi (EN 1650), and against enveloped viruses: EN14476 against H1N1 influenza virus surrogate for lipophilic viruses (influenza, coronavirus, Ebola, Hepatitis, HIV ...).|
|Thinking its for decontaminating hospital rooms between patients.|
|Anyone know what this product is/does?
|bolador -- I am not an expert on all of this, but I think the barriers are quite high. Any rival will need to develop a product with at least the same disinfectant result that is delivered in at least the same process time for the user, and then sell it cheaper to the hospitals. TSTL's products are already quite effective and the user process time is not that long (a minute or two), so the scope for a really disruptive alternative could be relatively small. And then you have to persuade the hospitals to switch, which are quite slow in adopting new products I gather.
Also, TSTL's wipes are specified in various hospital/medical guidelines, which could be amended of course, but suggest some sort of barrier exists and that reverting back to ordinary bleach (or some other cheaper, less effective alternative) may now be a non-starter.
I too have pondered about hospitals downgrading to cheaper TSTL products, but the larger instruments apparently require the more expensive wipes to be disinfected properly. You can only clean smaller instruments with the cheaper foam product.|
|farmsted - may well simply be profit taking by traders who bought at 90-100p. 130p plus felt a bit high at the present time - will feel fine when FDA approvals are in the bag..
all imo of course...
Also just spotted it went ex-dividend yesterday. That often sets of a bit of a fall in a relatively illiquid stock - more than the divi value - here 3p for that special.|
I do not know but how high are the barriers to entry of this business ? How difficult would it be to offer the NHS, now cash strapped, a similar cheaper set of products ?
Why can this stock never hold higher ground ? All small hours thoughts but worries all the same.|
|Has someone pulled the plug as all this good news and turned some shareholders to run for cover so WHY ???|
|It's not my thread, G. I mostly post on VLG (ValueGrowth). On the whole I find single company threads to be too partisan (this one is an exception).
|Apad - what's your thread called please|
|Thanks, P. Should've done this myself.
|From APAD's thread ...
APAD 26 Jul'16 - 18:38 - 5992 of 5998
Superb review of TSTL investor day:
|Thank you Glaws2 and james188
Give them the 's|
|Just a couple of points I picked up in discussions after the main meeting, to add to the very helpful summary provided by Glaws2 above.
1. We have yet to see a breakdown in relation to the strong H2 overseas growth, but I understand that it was reasonably evenly distributed and not due to a spike in one jurisdiction. That said, Germany was mentioned as a strong performer.
2. At the time of the December 2015 AGM, Equity Development produced a very bullish note. Amongst other things,that note referred to Tristel having come up with a "major breakthrough in household cleaners" incorporating chlorine dioxide. I think that there was some cynicism at the time - i.e. that that was hype to drive up the share price. It is certainly true that it is very early days. However, Tristel now have a working name for the product - Puffin - and have designed a prototype container/screwcap containing the Clo2 capsules, which was on display yesterday as one of the new products that is being actively developed. A fairly low cost initiative, but it will be interesting to see if it comes to anything. More generally, I was pleased to see that Tristel continue to be active in developing a range of new offerings.|
|At the last presentation the CEO said the NHS was worse than he had ever known it.
|Thank you Glaws2, much appreciated that you have made the effort to share your notes of the AGM.
Great to have some background information about the process and possible timetable to US approval proposal.
Sounds like sterlings devaluation will have a slightly positive effect, and reassuring that company is overall bullish about Brexit effects.
You can never know what companies sentiment would be after such a momentous event, yet so far I have read more positive sentiments expressed than negatives in other company RNS releases since the vote. It helps if the company has healthy export markets which TSTL has, and increasing at a healthy rate. Yet their UK markets also seems rather strong, which as you mention seemed a surprise to management.|
Have a virtual pint.
|Much appreciated, Glaws. Thank you.|
|Openday very well attended - I guessed at around 80 shareholders. Very professionally run and an attractive workplace. Main presentation held in a marquee in the car park.
Key points - briefly
1. Revenue exceeding expectations - mainly down to unexpected strength in the UK market. The impressive overseas growth was, I think, expected. Management not sure why UK growth so much better; +9% this half compared to -2% in H1 - some down to new product, some to non chlorine dioxide product not being withdrawn as fast as anticipated but mainly due to NHS ordering more. Note that although they sell £4m to NHS it is to many individual purchasing points. Very little visibility over orders from them - they come in a day to day basis.
2. Purchase of Australian distributor - very small company - 4 people almost exclusively selling Tristel product. They wanted the distributor margin - also they have a pipeline of new products coming out of regulatory approval so market will get bigger.
Sterling devaluation – this will be positive for the company – only around £600k of inputs purchased outside UK whereas sales are £6.6m. Not as clear cut as this as some sales to overseas distributors will be in sterling so the distributor will benefit.
Market access – they already have a German subsidiary company – are drawing up contingency plans to sell to the EU through that if need be.
Overall company bullish of Brexit effects.
4. US approval - confirmed it is the FDA that need to approve the medical instrument disinfectants. Approval being sought in single application for Duo for Opthalmology and Duo for Ultrasound. Met with FDA and have around 75% of queries resolved - rest in process.
This is the first time the FDA has encountered both Chlorine Dioxide products and foam products. The approval process will be challenging but doable.
Plan is to submit the final dossier to FDA by the end of the calendar year – which would lead to approval by end of June 2017. However note these are aspirational dates particularly the approval date which is in the FDA’s gift.
In parallel to FDA application, approvals are being sought from the EPA for a number of products not classed as ‘high level disinfectants’ – mainly surface related. Approval procedure is still onerous but more prescriptive than the FDA
Ask if you have other specific questions.|
|Apad - I attended - I'm collating my notes and will post something this afternoon.|
|No feedback from the investor day folks?
I think they promised a presentation on the website but that hasn't appeared yet.
However, they did say that there would be nothing new.
No more opportunities to increase now.