Tristel Share Discussion Threads

[jimmygee2] 26/2/2015 14:24

He reiterated buy advice with a 100p target

[rufio90210] 26/2/2015 14:13

Had an email saying Simon looks over A infection prevention and hygiene product company

[jgoold] 26/2/2015 14:08

I'm a subscriber but don't see anything recent on IC.

[rufio90210] 26/2/2015 13:45

Was it tipped by Simon Thompson at investor chronicle today ? If so can any subscribers copy and paste article ?

[piedro] 26/2/2015 12:24

From the presentation:

Goals:
•To become a globally recognised brand in the infection prevention and contamination control market, manufacturing and selling products based upon our proprietary chlorine dioxide.
•To enter the skin disinfection market with a patented sporicidal chlorine dioxide chemistry, which is proven to be effective against C. difficilespores in 30 seconds.
•To establish some form of presence in the USA.

[mach100] 26/2/2015 11:55

Although approval is 3 to 5 years away I think it is great news that TSTL have announced they intend to seek approval to enter America. FDA approval under the term 'medical device' will be quicker than seeking new drug approval of course. I also think it would lead to a huge spike in the share price when achieved. DKL are in 42 countries and I gather from last night's presentation that they want to develop a global brand. Good to see a jump in the share price today. Let's hope this can rebound to 90p.

[piedro] 26/2/2015 07:38

RNS Number : 8820F
Tristel PLC
26 February 2015
Investor Presentation
Tristel plc (AIM: TSTL), the manufacturer of infection prevention, contamination control and hygiene products, delivered a presentation to investors yesterday evening. No new material was disclosed and the presentation is available on the company website here:

[mach100] 25/2/2015 12:43

Suffering a mid-day lull now. I expect more buyers to come in pm. Can we stay above 80p? It would be useful to get some mention in the press too.

[piedro] 25/2/2015 12:38

Chart looking better ...



... and the period Jan-Jun(H1) are usually the better - IMO

[mach100] 25/2/2015 11:14

Equity Development has reiterated its 100p price target and points to its relative cheapness to peers.

"With regards to valuation, the stock at 76p trades on EV/sales, EV/EBIT and
PEG multiples of 1.8x, 12.1x and 0.8x respectively – representing a 25% -
50% discount versus peer group averages."

The ask has been firmly on 83p for the last few hours although the bid is now 80p. I expect further progress when the interims are digested.

[mach100] 25/2/2015 09:43

I think today's results are stonking. All credit to the company because the danger was that growth would slow. Net cash almost doubled and a probable return of capital. 82.95 was paid and although profit takers may well move in to push this back down, those taking a longer view should see this hit 90p. It will pay a full year divi of 2.3p which is a yield of 2.8%on a Sp of 83p. Very pleased!

[johnwise] 25/2/2015 09:16

Tristel Raises Dividend 63% After Strong First-Half Profit Rise

Outlook
Tristel has a resilient business model based upon repeat use consumable product sales. The business has a good geographical spread which will only expand further as we establish distributorships in more countries. We have a proprietary technology that is supported by widespread patent protection with nearly 100 patents granted (and many more pending) in countries representing two-thirds of the world's population. We have a strong balance sheet and remain both profitable and cash generative. Finally, we have the people, experience of our industry and physical resources to make further progress this year and into the foreseeable future.
Tristel PLC Half Yearly Report

[piedro] 25/2/2015 08:45

I've not had time to study the results yet ...

2 webcasts, SRT, PFC + their reports

[piedro] 25/2/2015 08:42

Tristel develops proprietary infection, hygiene and contamination control products used by organisations involved in Human Healthcare (branded Tristel) Contamination Control (Crystel), and Animal Care (Anistel).

Encouragingly, demand continues to climb for Tristel's wipes, sprays, gels, foams, liquids and other disinfectants, as evidenced by today's interims for the half year ending December 2014. Growth came across all areas of the business with the UK up 11.5% and International 26% higher, driven by strong direct and distributor volumes.

Group revenues jumped 15.1% to £7.4m, EBIT margins rose from 11.2% to 14.7% helping to deliver £1m of operating cashflow, enabling the interim dividend to be boosted 63% to 0.585p

We have nudged up our FY15 turnover estimate to £15.3m (from £15m) and reiterate our 100p/share price target. Currently the shares are 76p and trade on attractive EV/sales, EV/EBIT and PEG multiples of 1.8x, 12.1x and 0.8x respectively.

[dasv] 25/2/2015 08:16

I really like the clear strategy expressed - emphasis on growth strategy, dividend policy, return on capital. Refreshing that actual numbers are talked about. AIM co. directors, watch and learn.

[macarre] 25/2/2015 07:14

Solid half-year report this morning. Unfortunately for me I sold yesterday, as was not too sure what to expect this morning. So, this time will not benefit from any share price rise. But, good to see that TSTL is still on the growth path.

[piedro] 24/2/2015 08:52

FWIW, these are the questions I have forwarded to Equity Development
to present at the webinar ...
-------------------------------------------------------
Questions to ask at the Tristel Results Webinar
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1/- Re: Marketing strategy
I have noted that Tristel is selling many of the same products with different labels; for example,
Tristel Duo is packaged as .... ‘for labs’, ‘for Ophthalmology’, ‘for Ultrasound’ and ‘for surfaces’.
Fuse for Surfaces and Swift seem to be the same product as also Tristel Jet and Falcon.

Question: What is Tristel’s strategy in this respect, ‘One product one label’ or ‘One product many labels’?
-------------------------------------------------------
2/ - Re: the ClO2 chemistry versus ex-Medichem chemistry
Many of the ex-Medichem formulas are now being advertised as ‘Healthcare Products’ (cf., website).

Question: Are these being used ‘to capture trade’ and then will be replaced by ClO2 products or will they become a permanent feature in the Tristel portfolio?
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3/ - Re: Anistel brand
The Brand does not appear to have much promotion.

Question: Will the Brand be spun-off?
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4/ - Re: China and Asia

Question: Please could you elaborate on the progress of Tristel products in China and the rest of Asia?
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5/ - Re: the Tristel website
I do not find the website particularly user friendly and feel that the company is not giving it much importance.
It is bettering; with fewer dead ends and better links, but does require a good internet connection for un-frustrated navigation and there is no section for ‘new products’

Question: Have you had your website professionally rated, for numbers of visits, customer satisfaction, return visits etc.? And if so, what were the results?
-------------------------------------------------------

... they have kindly informed me that "we will ask as many as possible during the webinar, although due to time constraints all queries might not be addressed."

[glaws2] 23/2/2015 09:27

Equity Development have just tweeted details of a webinar to present results :

$TSTL Tristel: Reminder $TSTL team will present their H1 results in a Webinar at 5pm this THURSDAY. REGISTER HERE: hxxps://attendee.gotowebinar.com/register/7314256277120225537 …

[macarre] 20/2/2015 19:28

Must say that my confidence level improved hugely after today's close above 73p.

[macarre] 19/2/2015 20:35

pcourt - hope you're right, but am not as confident as you right now. Will have my finger on the sell button tomorrow just in case.

[pcourt] 19/2/2015 18:12

..and we got a beautiful Candle today - very likely to move up now...of course nowt ever guaranteed but looks like good clear out of weak holders today...p

[macarre] 19/2/2015 16:14

Fair enough. Tks.