Tyratech Share Discussion Threads

[gekko68] 08/8/2014 11:18

Its takes very little volume to move this share in the right direction due to most shares being held by institutions. The fundraising was over subscribed & they bought in at 7p. Institutions tend to have better access to information than the private investor,they no doubt had access to sales figures in walmart & Amazon before they put money in.

[ga11amar] 08/8/2014 11:09

i am happy with my position

i believe there claims...if the sales side goes well and is confirmed i buy

i am not discounting your belief, just waiting for proof

just a different strategy, i have my formal trading plan written down

[ga11amar] 08/8/2014 10:46

i have read this as well

but im still going to wait for official figures. This information seems
to be public and everyone has read it

there is no volumne of buying, so concensus seems to be to wait for confirmation

I am not a huge investor so i will get me couple of k in when i know for certain

i may loose 10% by waiting, but i accept this

[gekko68] 08/8/2014 10:45

ga11amar - Read all the research,what worked last might not work,the nits are becoming resistant to current products on the market. Our products is %100 affective & %100 safe,no other product can claim that.
There is one thing you are over looking,we are only talking about 1 product which could generate allot of income They have another 10 coming to the the market,all of them have huge potential. They have quite a few for use in livestock which are %100 safe & wont contaminate the food chain,there is no other company which can make this claim.

[gekko68] 08/8/2014 10:38

Here is the proof that there products are selling.

"The performance in Walmart has been very good, and we're also very please with our supply chain: supplying 4,200 stores is always a challenge but we have seen 99.68 per cent in on time-right place deliveries and we're very pleased with that," says Reade. "They have also started to increase their stocking rate. Walmart carries very lean stock, it's how they do business, and we are now number three in the category out of the 12-15 products in that category so we're very pleased with that."
[...]

[ga11amar] 08/8/2014 10:29

i agree with everything you say, it is a great product

but the mum and dad in the street won't have done the research

they may opt for something that worked last time or ask the pharmacist

I am very bullish on the products and the companys management, but i'm standing back

I have read the admission doc, every RNS, company report and reviewed websites
including competiotors studies. ITs a great product, but consumers are not always rational

If they were, they would buy the terminix stuff as well

[gekko68] 08/8/2014 10:23

Lice have become resistant to many existing treatments.

Buy shares of TyraTech, whose Vamousse treatment kills head lice and their eggs without pesticides the Mail on Sunday's Midas column said. Walmart, the biggest US retailer, will start stocking Vamousse, which is made from plant and vegetable oils, in April. The global head lice market is worth more than £430m a year and TyraTech should gain market share because lice have become resistant to many existing treatments. The company has also developed repellents for animals and humans – a market worth almost £1.5bn a year. Its bosses are experienced and adventurous investors should reap rewards.

[gekko68] 08/8/2014 10:02

Words from the director.

There was another article which mentioned they where number 3 best seller out of 15. Will post it when i find it.

"Everything is going to plan," CEO Jactel told Proactive Investors.
"We are now in all the Wal-Mart stores nationwide and our product seems to be selling well.
"Having said that, it is too early to draw any conclusions and it is the low part of the season.
"The logistic part seems to be working well. We are top of the class as far as quality of delivery is concerned.

[gekko68] 08/8/2014 09:39

ga11amar - I agree there are other non toxic products on the market,but they do not work as well as the chemical toxic version. Our products work & are just as affective & in most cases more affective than the competition. Look back at the RNS. I have posted this a few times,but dont think anyone is paying attention. Vamousse was number 3 out of 15 products on sale at Walmart,so there products are selling.

[ga11amar] 08/8/2014 09:19

have i offenced someone, i just post an opinion

my objective is to share links and data to things i find, if you review my posts

I have shown links for NHS trials on products, claims for deet for other products.

Gem is also informing on restrictions on deet and the vanishing terminix deal

we are not making this up. search for terminix at walmart and home depot, they have cut the product lines

On a positive note, if you search for our joint venture you can see marketing material from novartis.

I am trying to be balanced. I woudl think everyone here has cash as were investing, some people dont. also alot of people as the pharmacist what they recommend. this is the best advertising, i just dont have a feel for it

[gekko68] 08/8/2014 08:58

Why does everyone keep going on about the pricing? You get what you pay for. Look at the reviews on Amazon. There is no other products on the market which are natural & as just affective as the competition. Vamousse was number 3 best seller out of 15 competitive products in Walmart after only 3 months of sales. Those sales where generated mostly through word of mouth & zero advertising. They are even talking about our products on mums-net,proves there is a market for Vamousse in the UK.

[nobbygnome] 08/8/2014 08:19

It's a premium product for god's sake! Don't you guys know the basic rules of marketing? It is non toxic and there is zero resistance. All the reviews are excellent and it will sell.

However, I agree that as a small company they have limited resources but this is where Bruno will earn his money. Targeted marketing at schools is the way forward.
It is all about management......previously it wasn't good but now we have a outstanding team. I find it is always worth meeting and grilling these guys; I have done that in particular to Alan Reade and to a lesser extent Bruno and I was very impressed with both.

I have put my money where my mouth is and agree with Robert Corden that this is going to be a multi bagger from here.

GLA

Nobby

[ga11amar] 07/8/2014 18:08

I like gems' comments.

if we looked at this stock a long time ago we would have seem the terminix branded products thinking there are 6 of them and they are great. They are excellent went into large chains in us..but low sales.

vamousse looks great, but there are cheaper non toxic products. It could be a marketing battle and 1.5mill wont go far in a 800mill/year + market.

if they start to crank outstanding vamousse sales, or at least some half ok from novartis..i'm loving it.

lots of great products dont make it in retail market. It could make low sales due to
1 packaging
2 pricing
3 loyalty to other brands

lots of variables and if sales dont come in we will get cut..like on terminix stuff

[michaelsadvfn] 07/8/2014 03:40

ga11amar 4 Aug'14 - 18:23 - 1369 of 1389 0 0

In short my worry is they have great products..but no marketing budget....

To alleviate your worry read the RNS of 16th July. They specifically put aside £1.5m to market Vamousse in the U.K.

Answers to most of your questions can be found in the history of news releases, not sure you've read them but I would go back as far as Bruno Jactel's appointment in January last year. It has all happened since he came on board.

The key to this investment is Reade & Jactel who both quit big jobs to join Tyratech. Whilst nothing is guaranteed I'm very happy to have these 2 running the show.

[gemferret] 06/8/2014 23:16

I have no doubt the nit treatment is great. It's not my opinion on how good that is that matters. Having had kids with nits, I know right now if it happens again I'll buy vamousse and the shampoo.

What I think doesn't matter, it's what the market thinks. The market doesn't like 1 product companies, they can be wiped out by the next best thing.

Currently it seems Tyratech have deals with various significant partners in their sector.

Terminix is the biggest pest brand in the US. reading the website it appears Tyra have a brand deal.

Amvac leads to the joint envance deal which advertises the terminix product.

Those deals look lucrative but it's fast looking like the terminix deal is dead, finished, belly up, so is envance dead and the partnership with Amvac dead.

If so Amvac currently hold over a quarter of the shares, so what will they do if they are not involved.

I am told the terminix deal is finished, so is all of the above finished and what we now have is the Tyra own brand plus Novartis.

If so update investors via news, and change the details on the website.

Email the company, they will either um and er or confirm my comments.

I don't like uncertainty and neither does the market.

DEET

EG

CANADA

Children aged two to 12: Up to 10% concentration may be used, applied up to three times daily. One application of 10% DEET should be effective for three hours against mosquitoes.

10% deet as you will know, through resistance build up, is pretty much useless.

[ga11amar] 06/8/2014 18:49

tyratech say their products solve a problem in the market for consumers..that
also means is solves/creates a problem for their competitors.

maybe retail sales are not the be and end all of this story

[ga11amar] 06/8/2014 18:48

Deet : undecided as retail product

they compare vs 15% deet. u can see claims of deet product producers on their websites and make your comparisons:


Tyratech up to 8 hrs
40% deet up to 10hrs
80% deet up to 15hrs



we are competative up to 40% deet. question is do people want to put 80% deet on?, when you can just reapply something non toxic after 7hrs. I suppose this comes down to cost again/marketing.

Also Do you just go with the toxic thing because you want something tried and tested.

for the producers they are having to put more and more of the active ingredient into the products. This raises 3 questions

a) Is this killing their margins
b) How do they differentiate themselves when all selling deet
c) what do they do over time..seems like deet % keeps increasing

Is it worth them aquiring tyra tech and using it to suplement their deet products.They also do 8hr and 3hr protections. They have a great brand already..buy tyratech, and launch it as a new alternative - They have the brand loyalty already and distribution network/power sorted.


Seems like there are 2 ways to view the stock
1) own brand success
2) more importantly as bolt on aquisition

the combination of 1)and 2) is making it more interesting. The focus on retail sales is one thing but the buyout may be the real sleeper here.

[ga11amar] 06/8/2014 18:17

do you have references for age limit on deet?

If you go onto NHS online they have lots of clinical studies on other products

this may be a better way to assess the claims..which all seem a bit random
, but its still a marketing exercise in my opinion

[ga11amar] 06/8/2014 18:12

harold did you buy it?

whats the product like?
- oily/smooth
- bad/good smell etc
- strong packaging(saw one product destroyed because it leaks in post)

these things seem to matter on retail side

[ga11amar] 06/8/2014 17:41

to share some other things

I have tried searching for best seller on walmart website and we do come about 6th. It varies with key words used, so no need to really dispute the claim on tip tv of being third.

we dont have much traction on walgreens' website and drugstore.com based on best sellers. I suppose the issue is who orders a lice killing product over internet and waits a day to get it..you goto the shops. also on walgreens it might be averaging over store and internet and with no store presence it will never work.

now walgreens are taking over boots, hopefully they take it. walgreens have 8500 stores and it was inferred in past communications they were in discussions with a us company with >8500 branches.

realistically you want this in a pharmacy

[haroldthegreat] 06/8/2014 15:22

there are no resistance issues with silicone lice products. the problem is with the patient not following the instructions and using too little product or not applying it all over the scalp and hair.
its not a pesticide ad the action is physical

[haroldthegreat] 06/8/2014 15:18

i went to a branch of superdrug yesterday to look at the product. there were labels on the shelf but no product. i asked the staff where the product was and they said we have had just had a delivery. she went to look and found they had been sent in 1 pack of shampoo. no mousse.
when i looked at the ingredients they listed ipm and one other ingredient.
if i hadnt asked the staff i would have thought they had sold out!
if they put it on the telly i will buy a couple of cans for stock as some people will buy anything when its on the telly. the american video is quite impressive.
will i sell it rather than serve it ? NO
i will wait for my patients to give me feedback before i decide to push it.