Tristel Share Discussion Threads

[piedro] 16/10/2016 09:41

Tristel at AAO2016 in Chicago

- American Academy of Osteopathy

[source] 15/10/2016 09:24

Anyone from here attending the Monday presentation. I am going to try and make the 4:15pm session. Maybe see some of you there?

Regards,
Source.

[piedro] 13/10/2016 12:44

There is more to it than meets the eye ...

Breaking the conventions of sector-led design
13 May 2016
Posted in Branding - SILK PEARCE
... It’s not always easy to convince the client to break away from familiar territory. So it’s important to convey how important ‘uniqueness’ is to a brand’s success. ...

... Manufacturer of infection and contamination control products Tristel is another science-based organisation that’s not afraid to stand out from the crowd. While other companies continue to use the industrial-looking labels synonymous with the industry, Tristel takes a different view. When research revealed most of the company’s products were used by female infection-control nurses, Silk Pearce designers created an attractive brand image closer to those associated with consumer toiletries. The products’ visual appeal has been integral in encouraging hospital staff to adopt the products. ....

[piedro] 12/10/2016 09:34

Glaws2 - the word 'butterfingers' comes to mind
in case they drop a clanger the first time round

[rcturner2] 12/10/2016 08:54

I tend to have half in income investment trusts and half in small cap growth stocks. Recently the income side had really motored ahead and I have taken profits and trousered the cash for a revaluation. PEY is a good example of a trust that has done really well recently and I have sold out. Bond funds are moving to premiums rather than discounts and so have sold them too. I only hold 3 investment trusts now and 6 small cap shares. We have actually been in a very long bull market and the FTSE is at a record high, something has to give. I can hold cash for 3 months, 6 months etc. whatever it takes.

[piedro] 12/10/2016 08:47

50% cash - any particular reason?

Personally, I don't like holding the stuff especially if it is in £'s.

[glaws2] 12/10/2016 08:38

Piedro - still trying to rebuild investor confidence after the Jan own goal.

[rcturner2] 12/10/2016 08:29

I'm holding 9 stocks at the moment and Tristel is my best performer. I like to be diversified but currently have about half in cash so Tristel only makes up about 10% of the overall total. I wont be selling any.

[piedro] 12/10/2016 08:22

Top sliced a few yesterday as TSTL reached 30% of my portfolio.

The situation could be repeated after next weeks results but
I do speculate as to why they feel the need to do two {now three}
presentations

[cyfran101] 11/10/2016 14:33

Tristel is going to do very well before it enters the US market and growth really drives on. UK income will become minor compared to it's overseas income within next few years, helpful when Brexit worries eventually resurface.

[source] 11/10/2016 07:26

...also, is this new news (in today's RNS)

Regards,
Source.

"...The Tristel Wipes System is a unique, patented decontamination method for non-lumened scopes and probes. It has been a very significant sales success for the Company globally. Worldwide sales in the financial year ending June 2012 were £3.3m and are expected to be £8.7m in the year ending June 2016..."

[source] 11/10/2016 07:18

Nice report. They need to post it all NHS hospitals directly and ask why they are not using the best and cheapest products throughout their sites (and not buying from a UK company either!)

-- think i also remember them having this sort of finding before too(?).

Regards,
Source.

[piedro] 09/10/2016 22:19

Tristel Global ‏@TristelGlobal 7h7 hours ago
Exhibiting @bvnauk Congress 2016 this weekend
...say hello to the team! #bvna16 #BVNAcongress
#infectioncontrol #animalcare #veterinary

[piedro] 06/10/2016 15:11

New products from competitors ...

[melton john] 03/10/2016 10:17

Virus removal perhaps? ;-)

[piedro] 01/10/2016 14:50

Overview: Infection Prevention and Control for Computers in Patient Care Areas
March 07, 2011
...• Clean/disinfect computer surfaces including keyboards using germicidal wipe containing a hospital disinfectant by wiping surface with friction for 5 seconds once a day and when soiled. ...


- who disinfects their computers and cellphones?

[piedro] 29/9/2016 09:43

US rivals
Clorox [CLX] - PE of 26
Ecolab [ECL] - PE of 38

[rcturner2] 29/9/2016 09:37

A PE of 20 is not expensive for a company that is growing this fast. The US entry is a bonus that is not priced into the share price, in my opinion.

[paleje] 29/9/2016 09:35

I understand FDA could be a spanner but average 5 months for this type of application assuming no glitches. There shouldn't be glitches as they've been preparing for a long time but no guarantee of course. Update will be interesting, the PE will seem low if all goes well, downside risk seems quite a bit less than upside imo this point.

[rcturner2] 29/9/2016 09:21

Final results due 17 October.

Interim results saw eps up 40%, so if that is carried into H2, then last years eps of 5.44p will become 7.62p.

At 160p we are on a forward PE of 21.

[glaws2] 29/9/2016 06:09

would lead to approval by end of June 2017. However note Their aspirational date is approval by end of June 2017 - but this largely in the gift of the FDA.

[paleje] 29/9/2016 00:47

Thanks, that fills some gaps, it seems to me that assuming they submit by end 2016, and no problems (which shouldn't be as they opened communications at start of year), they could expect clearance by mid 2017. But they might be well ahead of that so it could be sooner. Very interesting.

[piedro] 28/9/2016 23:44

Tristel Global ‏@TristelGlobal 6h6 hours ago
Tristel has won the #Award for Best Small #ExhibitionStand at #IPS2016 in Harrogate! @kdwares @IPS_Infection #standdesign #infectioncontrol