Tyratech Share Discussion Threads

[michaelsadvfn] 19/8/2015 11:08

Good spot maytrees.

With CVS & Walgreens(15,600 stores) selling Vamousse as from May this year in addition to Cardinal Health, McKesson & AmerisourceBergen supplying over 20,000 independent pharmacies I'd expect decent sales figures this head lice season.

Customer reviews so far have been excellent.

[al h] 19/8/2015 10:44

LOL ... a bit of buying and all the monkey spivs do is mark up the Offer leaving the bid unchanged, more laughable pricing. How is opening up the spread going to encourage any sort of trading ?

[maytrees] 19/8/2015 09:35

Good morning

The article in today's Telegraph may be relevant:

"Super head lice warning as scientists discover almost all species are resistant to treatments"

I hold a few and see more buying than usuual so far today on a generally down day too.

[eggbaconandbubble] 22/6/2015 08:09

Reviews can be easily manipulated. Sales figures much less so.

[michaelsadvfn] 22/6/2015 07:54

Read the reviews mate... over 90% of customers will buy again... fantastic products.

No future placings either by the look of things.

[eggbaconandbubble] 22/6/2015 07:41

Results - Still on the 'watch list'.
If the product doesn't shift in the next few months these large chains will take it off the shelves and that will be that.
Would be worth asking at the AGM for sales volumes!

[nobbygnome] 04/6/2015 08:57

Essentially what we have here is inside information of some of the sales data, which is fascinating and unusual. I wonder if Ceuta cleared it with TYR before they released this information. I somehow doubt it so everyone should use this data to their advantage!!!

Nobby

[michaelsadvfn] 04/6/2015 08:49

Very good find Nobby, cheers.

When it comes to the campaign’s social media engagement, the brand has accumulated between three and four times more followers than the current market leader....

Everything I've read so far is telling me Vamousse is going to be a big success. It may take a while to gain traction but so far so good. I wonder whether we'll get a trading update before results?

Still no transfer of shares.

[nobbygnome] 04/6/2015 08:19

Very interesting article in the Marketeer about the Vamousse campaign in the UK. Just search for the 2 names and it will come up.

There are some very interesting figures in the 'outcome' box.

'The campaign triggered a mass response from pharmacists. Vamousse was distributed in over 80 per cent of the independent pharmacies that Ceuta's sales team approached, with various major retailers also choosing to stock the product. Cumulative ex-factory sales were 213 per cent of the budget with high demand even requiring emergency production runs to the UK.'

So clearly sales in the UK at least are very good!! I doubt that you get 213% of budget on the launch of a new product very often. In addition, the digital campaign generated very good results. So much for the doomsayers on this thread. If these sales are mirrored in the US then clearly TYR are a strong buy!

GLA

Nobby

[sidam] 27/4/2015 08:02

BigT

I am not sure that would help. My recollection is that XLT was an investment company despite owning controling interest in various companies including TYR.

If that is correct, then working capital calculations would be different but please let us know what you find.

[bigt20] 27/4/2015 01:31

sidam
8 Apr'15 - 18:33 - 1656 of 1665 1 0


...... My reading from that is they are comfortable with cash otherwise they would not get a clean audit report and would otherwise delay the numbers.

--> I remember XLT (which this company was spun out of) running out of cash......I must go and have a look at their last going concern statement

[michaelsadvfn] 25/4/2015 07:16

Confirmation Terms: Migration of restricted shares.
Pay date: Upon Receipt As of 1st June 2015, Tyratech restricted shares may not be in compliance with new EU regulations And as such TyraTech Inc. has announced that 'eligible holders' of the Company’s restricted shares may have the opportunity to migrate their shares to the Company’s unrestricted line subject to certain conditions.

We will endeavour to request the migration of all restricted shares to the unrestricted line within our pooled nominee account. It is expected the migration will occur in late May 2015.

Please note that as we hold your shares in certificated form within a pooled nominee structure, this will be handled on a best endeavours basis. Clients with outstanding trades in the restricted Tyratech stock will be ineligible to migrate unless trade settlement has occurred.

[michaelsadvfn] 24/4/2015 09:34

...and up pops a sell in TYR. ???

I can only assume that if you already hold it's possible to sell?

[michaelsadvfn] 23/4/2015 10:53

It isn't possible to buy TYR any more. I just tried to get 50k TYR and was told the ticker isn't valid, that's because trading in TYR shares doesn't comply with EU regulations. By the end of May all TYR shares will be converted to TYRU shares.

All my TYR will be converted to TYRU then. Nice, as you all know TYRU trades at a premium to TYR so there's an instant 30%+ on the bid.

Guess I'll just have to go for some TYRU then...

Edit: Got 40k's worth

[michaelsadvfn] 23/4/2015 09:43

So, end of June then.

I just had a skim over last year's results RNS and was reminded of Johnathan Hill's appointment... Jonathan was most recently the Head of Marketing and Technical, Europe, for Merial, the animal health division of Sanofi.

Reade, Jactel, Hill all jumped ship at Merial(Sanofi) to join Tyratech... tells me more than enough about the direction this little gem is heading.

[sidam] 22/4/2015 18:31

Sorry guys, it is obvious I was wrong on timing. One they could not do a deal with an affiliate AMVAC in a close period, nor could the chairman buy.

So results must be some two months away. Same as last year.

That said there appears to be nothing wrong, otherwise the chairman would not have bought and if there were an announcement would have been made.

[michaelsadvfn] 22/4/2015 10:09

Yes, a welcome $500k which is not chicken feed to a company of this size.

If Sidam was correct we should have results by the end of next week. I'm particularly interested in what Eli Lily will be doing with the animal health products.

I'd like to up my holding before those results but need things to happen elsewhere...

[nobbygnome] 20/4/2015 08:01

PS I wonder if this will satisfy Gem! Envance is alive and kicking and TYR get a $500k windfall. His main 2 concerns assuaged!

[nobbygnome] 20/4/2015 07:49

Seems like the announcement makes sense. As I said a while ago, it is all about Vamousse in the short term. In addition, the cash will reduce the chance of needing another fund raising, which is probably the most important thing in terms of the share price!

It will be interesting to see the market reaction (if any).

GLA

Nobby

[superg1] 09/4/2015 09:20

Not too worried about the JV and I'm ignoring that as perhaps a non-starter. The only concern there is what the JV partner does with their shares should it not work out on the other products.

Novartis as it was it the interest to me, on that side.

The key feature for now is sales in H2 2015 when Vamousse should be in most retail outlets, they will need that to work quickly the begging cap will be out.

Logic suggest it will go fine but hopefully they have a decent marketing strategy planned once it's out there.

[sidam] 08/4/2015 18:33

When I last met the management they indicated that the results would be out in April this year which is much earlier than usual. My reading from that is they are comfortable with cash otherwise they would not get a clean audit report and would otherwise delay the numbers.

I also understand that Evance J V is finding it harder than expected and possibly the Terminix brand name is not as good in retail as originally expected. But that J V has no cash effect on TYR and is not under TYR management therefore remarks from GMF should be, in my view, completely ignored.

I expect we will hear more on Novartis following their being taken over with the results.

In my view, the shares have real potential.

All the best to shareholders.

[superg1] 08/4/2015 17:15

'it's about H2 '15 and more likely 2016'

Agreed there. Just watching as it will be tight on cash imo for H1.

Too many chiefs for my liking at this level of cash burn, but if they can get the cash flow rolling all should be well. Nice to see someone going it alone with some early products instead of relying on others. However it can eat into the cash with launches.