Byotrol Share Discussion Threads

[battlebus2] 21/1/2015 17:25

It's gonna happen you know...

post 1803..

[shroder] 21/1/2015 16:02

Good trading update from Pets at Home today, should read through to Byotrol hopefully.

-----------------------------------

Q3 FY15 financial summary

-- Like-for-like revenue growth of 4.1% driven by strength in Advanced Nutrition, Health & Hygiene, Christmas range, VIP Club, Services and Omni-channel

o Merchandise like-for-like revenue growth of 3.4%

o Services like-for-like revenue growth of 15.6%

-- Total revenue growth of 7.8% to GBP182.2m
o Merchandise revenues up 6.5% to GBP168.2m, with Food continuing to grow slightly ahead of Accessories

o Services revenues up 26.0% to GBP14.0m

-- Fee income from Joint Venture veterinary practices up 32.9% to GBP6.4m
-- Gross margin improvement in line with guidance for FY15
-- The Group continues to trade in line with expectations for the full financial year
Operational summary

During the third quarter, we opened 7 new stores, bringing gross openings in FY15 to 17 and a total portfolio of 392 stores. We have further expanded our Services footprint, opening 5 veterinary practices and 8 Groom Rooms in the quarter, bringing the total portfolios to 308 and 160 respectively.

Of the 31 vet practice and 31 Groom Room openings in FY15, 17 and 14 have been retrofits to existing stores. We continue to expect gross openings of at least 25 stores, 60 veterinary practices and 50 Groom Room salons in FY15.

Our VIP club loyalty scheme continued to perform strongly and gained over 250,000 new members during the quarter to reach a total of 2.9 million. VIP card swipe rate at store tills represented 61% of revenues, compared with 57% in the first half of FY15.

Within omni-channel, we have expanded our online-only product range by nearly 800 SKUs in the quarter, bringing the total extended range to over 11,600 SKUs, an uplift of more than 4000 to those available in stores. Deliver To Store, which launched in August and allows customers to pick up the extended range in store, is growing strongly and has become a key contributor to omnichannel revenues.

We also launched additional TV advertising during the period, sponsoring 'For The Love Of Dogs', one of ITV's highest rating programmes. The Christmas special alone was watched by 5.2 million viewers.

Nick Wood, Chief Executive Officer, commented:

"We are very pleased with the continued growth in like-for-like sales. This reflects the strength of our offer, the multiple levers through which we can drive growth, and the resilience of the pet products and services market.

I would like to thank all our colleagues for their contribution to the continued growth of the business in 2014. We will continue to execute on our successful strategy in 2015."

[shroder] 21/1/2015 10:14

No worries firth, if I am up that way you must let me have the address - bit partial to fish and chips.

brownson, it's had a good move up, it does look like mms have a buy order under the wings fwiw.

[brownson] 21/1/2015 09:31

Any small sell results in a mark down. How depressing

[firth] 19/1/2015 13:29

Thanks Shroder for pointing out the 'Byotrol' label is now on the back of the 'Tesco' brand. The 5 star hygiene certificate is saved. You must have very good eyesight as I had to get a magnifying glass to see it.

[maxk] 19/1/2015 10:36

Normal service :-(

[pugugly] 18/1/2015 10:48

Shroder:> I think it is far more likely that he will bring focus to the company, rationalise their market positioning and brands, and more importantly guide the Company through the blizzard of European legislation being brought in to regularise the testing and efficacy of products in this area.

Without his expertise I suspect the company would have gone under - Even with it they will struggle but I believe they should survive.

Hence still holding, all be it substantially under water.

[battlebus2] 16/1/2015 11:14

Yesterdays sells being soaked up :))

[playful] 16/1/2015 09:09

Great to see we are bouncing back this morning..

[shroder] 16/1/2015 09:09

Maybe an institution getting a foot in the door. I would have thought if it were PI's news flow would be more applicable.

There was quite a bit of good news during the interim's, the appointment of Dr Trevor Francis may have skipped under the radar so to speak.

"As announced separately, Dr Trevor Francis has joined the Board as Chief Technology Officer, previously Global Vice President of Unilever's Homecare R&D team"

Hopefully he can open doors into Unilever.

[playful] 15/1/2015 21:36

Suspect it was a longstanding holder who gave up the ghost and decided to move on..

[maxk] 15/1/2015 20:01

Looks like a couple of 250k sells murdered the rise...ah well, no patience these days :-(

[battlebus2] 15/1/2015 10:31

Yes well done to him..

[shroder] 15/1/2015 10:29

Nathan Winch, Winch Pharma

This 23-year-old a biology graduate landed million-pound deal to sell his range of alcohol-free hand sanitizers to the NHS.



Not only can these sanitizers be used by patients of all faiths, they are also helping to discourage alcoholics from visiting hospitals to drink the alcoholic varieties.

[battlebus2] 15/1/2015 10:13

Well the slight dip this morning didn't last too long :))

[mr.oz] 14/1/2015 10:35

where's that coming from shammytime?

[shammytime] 14/1/2015 10:19

Looks like rumours of NHS contract actually gave substance here after all

Announcement to confirm contract expected imminently.

[mudbath] 14/1/2015 10:19

....possibly the sweet smell of success.

[playful] 14/1/2015 10:11

Amazing to see little old BYOT #2 on the leader board.

Something must be in the wind...

[maxk] 14/1/2015 09:56

Late reported 250k buy looks like the cause.

[shroder] 14/1/2015 09:51

Volume is picking up, 5p offered now - looks like institutional activity rather than PI's.

[pugugly] 14/1/2015 09:34

Moving up on no news in a market under pressure Query - Hope over experience or news leaking ??

[maxk] 14/1/2015 09:30

Charts are not showing it, but it's just ticked up again.


Nice :-)

[brownson] 14/1/2015 09:19

Must be something in the pipeline. It's not as if the market is so strong that it's dragging all shares up.