Buy
Sell
Share Name Share Symbol Market Type Share ISIN Share Description
Byotrol Plc LSE:BYOT London Ordinary Share GB00B0999995 ORDS 0.25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.30 3.99% 7.825 7.70 7.95 7.975 7.625 7.63 2,990,263 15:50:55
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Chemicals 6.1 -0.0 0.1 97.8 35

Byotrol Share Discussion Threads

Showing 10426 to 10447 of 10450 messages
Chat Pages: 418  417  416  415  414  413  412  411  410  409  408  407  Older
DateSubjectAuthorDiscuss
27/9/2020
15:07
How sad and lonely must you be to spend your weekend arguing with strangers on the Message Boards about things that don't concern you.You must be one of the few people in the country that lockdown hasn't affected as you're a Billy no mates and this is your only social contact with the outside world.Sad very sad
football
27/9/2020
14:58
1gw I would hardly call increasing revenues from £6m to an expectation of £11.5m for fy2021 as proof that they are seizing the opportunity - £5.5m extra for the biggest pandemic to hit THE WORLD for over 100yrs!!!! Nor an 15% increase in expectations, from £10m to £11.5m, is any proof. And of course sales will decline once people think the worst is over, as could be seen by the company statement where they say a lull in summer demand. The govn have said office staff should work from home, so there would be lower demand for sanitiser at home and in the office, as people use soap and water. A mcap of £35m, really!!! Seems like it's in the price. 1gw27 Sep '20 - 14:44 - 6922 of 6924 If you want to see how well they are seizing the Pandemic opportunity, perhaps the following sequence is relevant? Rev(£m)... Adj EBITDA(£m) ..£6.0m ... £0.3m FY20 actuals £10.0m ... £1.1m finnCap FY21 est, 11th June £11.5m ... £1.5m finnCap FY21 est, 3rd Aug £11.5m ... £1.7m finnCap FY21 est, 24th Sep
sikhthetech
27/9/2020
14:45
Sick in the head. BYOTs main focus is not towards the consumer. The consumer boom is a flash in the pan. BYOT is looking to use its IP and have it’s products adopted by bigger companies with ready made distribution etc. And of course it’s going for massive markets like the NHS. This pandemic has and will continue to help us by putting focus on our market. But of course you already know all this....... You obviously have an anterior motive. I don’t think you are short. I doubt you are that stupid. No, I think you have some kind of mental issue...
a.fewbob
27/9/2020
14:45
1gw, "One curious thing about the latest trading update is that the only number they gave us was order book, which had decreased from approx £2m at end-June to £1.1m "now"" It's not curious at all. I've been saying look at the repeat orders, read the company statement. They had a spike in sales whilst customers naturally built up stocks when Covid initially struck. There was evidence of lack of repeat orders, a point I've made several times over the past few weeks. Once again you demonstrate for all to see your apparent absolute inability to process information that is contrary to your rigid frame of reference. ;-) sikhthetech - 20 Aug 2020 - 14:58:57 - 6719 of 6922 Repeat sales - Home and Cleaning on Ebay - Byotrol 5l bottles: over 2 months, they now show as 228 sold, was 180 in June. Slowing sales. They sold 180 bottles during the 1st 4months/early stages of Covid, and now only 48 bottles over the last 2 months, less than 1 a day, since lockdown easing started. Therefore sales at Home&Cleaning have gone down from avg 45 a month to 24 a month, down a half. I would have expected an increase in sales after lockdown started to ease with shops, transport, offices started reopening. sikhthetech - 14 Jun 2020 - 21:14:23 - 6138 of 6176 Number sold & repeat orders: During this period where there's a surge in sales of cleaning products Home & Cleaning managed to sell only 180 5l bottles of One Clear - still have 148 remaining. https://www.ebay.co.uk/itm/24-Hour-Disinfectant-Cleaner-Stain-and-Odour-Remover-Byotrol-All-Clear-5-Litre/124145348538?epid=10037780937&hash=item1ce7a3afba:g:wz8AAOSwbqBedMkg <...> Byot need REPEAT SALES.... How many customers are repeat buying??? It's nice to have an investment decision proven right so conclusively BY EVENTS. READ THE COMPANY NEWSFLOW.
sikhthetech
27/9/2020
14:44
If you want to see how well they are seizing the current opportunity, perhaps the following sequence is relevant? Revenue... Adj EBITDA .£6.1m ... £0.3m .......FY20 actuals £10.0m ... £1.1m .......finnCap FY21 est, 11th June £11.5m ... £1.5m .......finnCap FY21 est, 3rd Aug £11.5m ... £1.7m .......finnCap FY21 est, 24th Sep
1gw
27/9/2020
14:33
1gw, You do like to pick n mix to suit you and your mates agenda. This expectation was met when compared to management statement, this other expectation was exceeded when compared to broker expectation. You still trying to pull the wool over reader's eyes. The fact is despite the biggest pandemic to hit the world for over 100yrs, they missed broker expectations. This shows they were not well positioned to seize the opportunity. The fact is other companies adapt to fill any gaps. one such example being distilleries started making hand sanitiser and P&G launching a rival product in US. The figures are there for all to see. The actuals v expectations - (actuals include spike in sales Feb/March, expectations ex-covid): Revenue: £6.07m, expectations £6m. (Only up 1% thankfully spike sales in Feb/Mar) Adj Ebitda: £0.26m, expectation £0.4m (DOWN £0.14m) GP: £2.89m, expectation was £3.2m (DOWN £0.31m) Net Cash: £1.42m, expectation was £2.6m (DOWN £1.18m) Anyone who says they beat expectations is talking BS. Finncap notes, free to register: https://researchlibrary.finncap.com/File/View?file=7094521d-4d9d-42a3-864b-af02865358d5
sikhthetech
27/9/2020
14:05
One curious thing about the latest trading update is that the only number they gave us was order book, which had decreased from approx £2m at end-June to £1.1m "now" as of the 24th September TU. No revenue number as of end-August, no estimate for 1H and no update on cash. finnCap said that they were assuming product sales of £6.5m in 1H, which given the (over) £3.4m reported to end-June would mean an average of close to £1.0m/month for Jul-Sep. So the company has the option of a further TU early in 2H to report estimates of 1H revenue and end-1H cash (and maybe even an estimate of 1H adj ebitda). The big missing (for me) in 1H TUs so far has been the revenue contribution from the recent license agreements - how much will any guaranteed payments in the byotrol24 and SC Johnson deals contribute to 1H revenue, on top of the product sales number? The FY20 accounts showed $810k recognised in FY20 for "long-term trade receivables" and $777k of royalty and licensing income - I presume most of this relates to guaranteed payments under the Tristel agreement and if that is correct, it further suggests to me that finnCap's placeholder £0.5m (now increased to £0.65m but assuming further agreements are closed) for FY21 is likely to be a material underestimate for the byotrol24 and SC Johnson contributions.
1gw
27/9/2020
13:31
Could we be like acorn computers in the future that had a sideline called Arm that went on to be a multi-million pound companyAnd now we maybe setting up a company for the seaweed part of the technology which is coming up up
football
27/9/2020
13:24
Agree. Looking forward to the presentation.
loafofbread
26/9/2020
18:30
The company met its initial guidance of positive adjusted EBITDA. Arguably, in delivering £0.26m, it met its March guidance of exceeding that initial guidance, although difficult to say how positive it needed to be to clearly exceed. The company also met its broker's forecast of £6m revenue. The broker underestimated Professional revenue and over-estimated Consumer revenue. The company delivered £0.3m adj EBITDA, narrowly missing the broker's forecast of £0.4m adj EBITDA. A material license contract was delayed from FY20 and closed in mid-April. Had this not been delayed it seems likely the company would have beaten the broker's forecast for both revenue and adj EBITDA. The company delivered an exceptional gain from renegotiating the Medimark earn-out. The company recognized a deferred tax asset as a result of the significant improvement in trading position. That is not a bad financial scorecard for the year in my opinion. More importantly, as others have said, the company appears exceptionally well-positioned going forwards.
1gw
26/9/2020
17:03
Not sure some posters are quite grasping the potential moving forward . I’m extremely happy with the numbers and expect a significant beat of the Finncap moving forward and expect 2021 be be impressive as the licensing royalties start to flow to the bottom line
best1467
26/9/2020
16:56
1gw, "But it was a big miss vs the finnCap forecast on Consumer. " Glad you agree,, they missed expectations, regardless of which division. I take that as an apology.... ;-) "So where finnCap appear to have got their forecast badly wrong was on Consumer royalty/licensing." Another manipulative lie by 1gw. Why have Finncap got it badly wrong? Byot announced the launch of Tstl deal would be late 2019, it is now late 2020, so they are nearly a year late in launching. It's Byot who got it badly wrong by telling the market about the launch date. Finncap were just following what Byot told them. "Sept 2019, Tristel deal announced, start late 2019 "One such transaction has been completed post year end with Tristel plc, for a surface sanitising product that combines their best-in-class chlorine dioxide chemistry, with our long-lasting germ-killing technology; we expect this product to be launched in late 2019." https://byotrolplc.com/wp-content/uploads/2019/10/Byotrol-Annual-Report-FY-2018-19.pdf
sikhthetech
26/9/2020
16:40
1gw, True to form, you and your mates do post a lot of manipulative BS and lies, don't you? "So the outturn of £0.26m adj EBITDA certainly met the interims guidance of “positive̶1;," 1p is positive, isn't it? Finncap, the company broker, published expectations ON THE SAME DAY as their H1 statement. They have clearly missed those expectations, which is stated in my post and you are deliberately twisting it. Why didn't they comment on those Finncap expectations at the time of the interims? If they don't believe their own broker's expectations then why mention them in the latest interview?. Publish your own expectations and be consistent. They can't have it both ways. Given they missed Finncap's expectations by a mile why wouldn't they do so again for fy2021??? The fact remains, despite the spike in sales due to Covid, they missed their own brokers expectations (set pre-covid). 1gw want's to manipulate readers into believing his own manipulative BS. Everyone should read the company newsflow.
sikhthetech
26/9/2020
16:24
Having said that, it is perhaps instructive to look at the finnCap revenue forecast vs the actual. The finnCap £6m, first produced in September 2019, was made up as follows: £4.3m Professional £1.7m Consumer (incl Petcare) The actuals were: £5.2m Professional £0.9m Consumer (incl Petcare) So a big beat on professional and 2H professional was a whopping £3.4m compared to just £1.8m in 1H (around 90% half-on-half growth). But it was a big miss vs the finnCap forecast on Consumer. This is interesting, because when you look at the detail of Consumer they actually increased on FY19 product sales: £0.79m consumer product sales FY19 vs £0.88m consumer product sales FY20. So where finnCap appear to have got their forecast badly wrong was on Consumer royalty/licensing. This could just have been a misunderstanding, given the complexity of FY19 restated reporting around the Solvay deal, or it could be that they were expecting a meaningful contribution from a byotrol24 (or other) Consumer licensing deal. At the time of their original £6m forecast, finnCap stated “Whilst we expect underlying royalties to increase modestly, offsetting the loss of the McBride supply agreement, we have elected to remove c. £1m of potential deal fees resulting from joint development, technical development agreements and potential partnerships. Discussions with management suggest that the deal pipeline is strong and that many of these will be executed in the current year; however, the timing of completion is less easy to predict.” And that, perhaps, is where byotrol have been guilty in the past of being over-optimistic – assessing the time required to close license and other significant agreements. Which is why it is particularly pleasing now to see the Tristel, SC Johnson and byotrol24 agreements in place and Solvay launching its Actizone products.
1gw
26/9/2020
16:23
So when sikhthetech starts telling blatant untruths about the numbers, it is time to correct him. Byotrol focuses on profit. I have heard DT recite the “revenue vanity, profit sanity, cashflow reality” mantra. Its guidance in the interims was for positive EBITDA (i.e. greater than zero). “Continued confidence in positive EBITDA at year end.” In its March trading update it went a bit further: “…now expected to exceed the guidance given at the time of our interim results, where we confirmed our expectations of positive EBITDA for the full year.” They did not give any guidance on revenue in either the interims or the March TU as far as I can see. So the outturn of £0.26m adj EBITDA certainly met the interims guidance of “positive̶1;, and I think you can question whether it met the 23rd March guidance of “exceedingR21; the earlier guidance of “positive̶1;. If it didn’t (i.e. if £0.26m is not sufficiently positive to justify the March “exceedingR21; guidance) I think the most likely explanation is that a license agreement which would have made a material contribution to adjusted EBITDA (and revenue) and was expected to close imminently at the time was unexpectedly delayed beyond the end of March (and that could have been down to Covid disrupting the practicalities of the close). They announced in their 23rd April TU that the full year revenues excluded “a material but delayed new license contract that was eventually closed in mid-April and that will now contribute to FY2021”. If the license contract had guaranteed payments then these would have made an immediate EBITDA contribution. Sikhthetech is getting confused between company and broker guidance/forecasts. The company guided to and delivered positive adj EBITDA, the broker produced forecasts of many financial metrics, including the £6m revenue.
1gw
26/9/2020
14:36
Sorry tick can't see your post as you are filtered you will have to add some plus one coins to your own drivel so I see it on the header just like you always do.
riddlerone
26/9/2020
14:29
They were expecting to achieve £6m revenues before Covid. Yet they achieved £6.07m despite the spike in sales in Feb/March. Without Covid they would have missed the revenue expectations They stated in March that they will exceed expectations set in the interims, yet they have missed them. The actuals v expectations - (actuals include spike in sales Feb/March, expectations ex-covid): Revenue: £6.07m, expectations £6m. (Only up 1% thankfully spike sales in Feb/Mar) Adj Ebitda: £0.26m, expectation £0.4m (DOWN £0.14m) GP: £2.89m, expectation was £3.2m (DOWN £0.31m) Net Cash: £1.42m, expectation was £2.6m (DOWN £1.18m) Finncap notes, free to register: https://researchlibrary.finncap.com/File/View?file=7094521d-4d9d-42a3-864b-af02865358d5 TU March "Byotrol’s results to 31 March 2020 are now expected to exceed the guidance given at the time of our interim results, where we confirmed our expectations of positive EBITDA for the full year. " https://byotrolplc.com/wp-content/uploads/2020/03/2020-03-20-General-TU-Final-pdf.pdf
sikhthetech
26/9/2020
14:10
But maybe it is TSTL are overpriced and they fall to a lower level.Nevertheless any way i look at it Byotrol look good value compared to its most relevant peer
riddlerone
26/9/2020
14:03
So football I was thinking a third of TSTL market cap which would be £68m which would be nearly double where we are at the moment so around 16p
riddlerone
26/9/2020
13:24
Tristel (TSTL) Mkt Cap £205.4m would mean Byotrol @43p ish then riddlerone
football
26/9/2020
13:10
I still keep being drawn to the TSTL market cap to gauge for myself Byotrol's fair value.Looking at previous trading updates we seem to be around a third of revenues and you would guess similar profit ratio for the last 6 months excluding additional royalty payments.So at present TSTL £205m market cap /Byotrol £35m market cap means TSTL has a lot to fall or Byotrol looks good value with minimum risk downside.As TSTL also pays a dividend I am also pleased that looks to being addressed in the future by the proposed AGM resolution.This calculations are all IMHO and would welcome thoughts
riddlerone
26/9/2020
09:17
Nice video again DT comes over really well.Looking forward to Wednesday, lets get those really important questions in to the Q&A and not replicate information from the video.
riddlerone
Chat Pages: 418  417  416  415  414  413  412  411  410  409  408  407  Older
ADVFN Advertorial
Your Recent History
LSE
BYOT
Byotrol
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20200927 14:51:46