Byotrol Share Discussion Threads

[battlebus2] 13/10/2015 12:33

Very interesting comments Mudbath and all scenarios that have merit, your renewed enthusiam seems to have sparked an interest in the shares again with more buying this morning, long may it continue....

[mudbath] 13/10/2015 09:42

Looking at Solvay Novecare,there are a couple of very significant items that might interest Byotrol shareholders .

A link is provided to the recent Novecare presentation.



Particularly relevant ,imo, is that in 2016,the focus for Novecare's innovation acceleration is to be on next generation solutions for home & fabric care through improving the sustainability profile of formulations by using renewable chemistries.

(Note the tie in with Byotrol's repositioning,as outlined in the preliminary results)

Whilst Solvay's target is,"value-creating innovation in all markets",it will not be lost on shareholders that 54% of Novecare's sales were achieved in North America,being Byotrol's own particular target market.

There appear to be abounding synergies available.
With Solvay being acquisitive,Byotrol could well be absorbed.
Even if it is not,many positive aspects should emerge from the continuing collaboration between the two companies.

Byotrol shares therefore currently appear significantly undervalued, imo.

[maxk] 12/10/2015 21:06

Where is everyone?

muddy's delivered a miracle, the second coming, or is it the third?

[mudbath] 10/10/2015 10:31

Hello battlebus.
I am not a bull of Byotrol per se,yet I do see much value here whilst the share price is so depressed.

The company could well be positioning itself to lose its independence,possibly to Solvay SA.

".......acquisition is part of Solvay's strategic development into a more specialized solutions provider, delivering higher growth, and greater returns while reducing cyclicality. "

Much good housekeeping is therefore in progress including the long overdue move away from Daresbury.

I believe that any exit price will lie between 5 pence and 10 pence,where I am guided by BYOT stating:-

(1)"Just as important as the scenario where we all do well is to look at mediocre performance. No employee will benefit unless our share price reaches at least 5p, an increase of 66% over the price at which we raised funds in 2014. Even at that level the rewards to the employees are modest and the dilution to our shareholders is less than 1%. There is no free ride and in fact employees only benefit in a meaningful way if the shareholders do very well."
(The bottom end of the option scale.)

and(2) "30 per cent of the granted Options (2,175,000 Options) will be exercisable only between 24 July 2015 and 24 January 2022 if the Company's share price has reached 10 pence per Ordinary Share and remained so for 30 consecutive days between 24 July 2014 and 24 July 2021."
(The top end of the option scale,and the more likely level )

Only conjecture on my part of course.

However,share trades over recent weeks have suggested a forthcoming change in sentiment and this has very much strengthened in the past day or two.

Byotrol is certainly emerging from the doldrums whilst the share price has yet to reflect this.
The BOD have categorically stated that break even in the current period is more than achievable and evidence of this will indeed be a worthwhile milestone.

The Byotrol interim accounts are due for presentation in November and I believe that these will underline a continued improvement in trading.

Interesting imo.

[battlebus2] 09/10/2015 12:33

Pleased to see you have joined the bulls here Mudbath....

[playful] 09/10/2015 11:51

Mud you are having a good run at the moment, I'm hoping it continues as I'm enjoying holding onto your coat tails...

[mudbath] 09/10/2015 09:43

Weighing all things up,I believe that Byotrol is about to emerge into some sunlight.
The share price could well reflect this.
We could even see a future spike occurring,imo.

[mudbath] 09/10/2015 09:25

Its early doors maxk and snippets of information are all I have to go on.
Byotrol is partnering though, in order to take the technology forward,with a couple of five year collaborations already on the drawing board.

In the old days one just had to mention the potential for combating obesity or inflammation and the company would be accorded a £100 million market cap.
We already have some status in the anti-microbial field so we only need to throw anxiety into the mix for a full hand!

With confidence among small PIs at an all time low,surely an occasional pipe dream is permissible.

[maxk] 08/10/2015 23:59

I admire your spirit of adventure mud, I really do, but I think it is misplaced.

This company is out of money now!

You are now suggesting that BYOT are entering the pharma arena, that fun loving place of multi-billion £ development costs and scores of years to bring to market.

It's a nice dream.... and whatever you are smoking, it's good gear.

[mudbath] 08/10/2015 22:06

Dr. Trevor Francis presented recently on the subject of Byotrol deriving potential functional foods against obesity and inflammation from marine polysaccharides.

Possibly this was a spin off from Byotrols grant funded research into obtaining natural antimicrobial compounds from seaweed.

Byotrol have promised to make much of the fact that they are now a multi-technology company with several chemistries, designed for - and tailored to - many different pockets of anti-microbial demand.Their additional strand in targeting Byotrol technology at obesity and inflammation could well stimulate interest; as indeed it has mine.

[mudbath] 08/10/2015 21:00

Sorry you are feeling negative maxk.
Always follow the man on a roll.

Miracles are afoot and that bug sector is due for a Byotrol wipe out.
Trust me !

[maxk] 08/10/2015 20:14

I think not muddy, short of a miracle, this one's for Carey Street.

It's a real shame, as they had the goods on the bug sector at one time.

Gone now.

[mudbath] 08/10/2015 12:05

I am buying ++ feeling optimistic.
Join me !

[mudbath] 11/9/2015 10:42

The 250k buy this morning has, for now, removed the recent opportunity to purchase BYOT shares at sub 3 pence.

Update Thursday 24th.
Available again at just 2.90 pence.
Bargain ?

[maxk] 09/9/2015 14:54

Ruffer LLP keeps leading with someone else's chin.


21% now.

[mudbath] 09/9/2015 09:49

Enthusiastic investors can this morning buy BYOT shares in size at 3.20 pence; below the recent placing price of 3.25.

[shrout] 07/9/2015 14:06

a deep hole being dug behind the cart would not be good news Muddy, if my theory is correct. Especially if they're planning to fill it with the corpses of Byotrol investors who have topped themselves.

Luckily I won't be one of them as I sold out quite a while ago.

Apologies for not having anything sensible to say about this stock. For some reason nothing comes to mind.

[battlebus2] 04/9/2015 21:26

Marks the day when Byotrol becomes a thoroughbred is a whole lot closer :)) well with a few drinks anyhow.

[maxk] 04/9/2015 19:57

I think the donkey is having a kip.

[mudbath] 24/8/2015 13:40

Very imaginative shrout.

What if there is a deep hole being dug just behind the cart ?

[shrout] 21/8/2015 17:59

re. #2714

Muddy, if you take a line from the man on the left up to the donkey's head, down its back, up and down along the line of its load and then back up to the handler's head, it roughly resembles the BYOT chart over the last 12 months.

If there's someone really tall, or another suspended donkey just out of shot behind the handler, you could all be in luck over the coming weeks...

I just thought you'd appreciate a bit of in-depth financial analysis on this stock.

... I would have posted the image and the chart together but I couldn't make the damn thing work.

[brownson] 21/8/2015 16:45

Actually I lost too much on Byotrol. Not more than I can afford, but too much. I still hold some shares but I'll forget about them and look at the price in 5 years unless it disappears in the meantime which seems very likely indeed.

Small science companies have done very well for me over the last few years but this is a dud.

Incidentally,you mention the tie up being good for sales. Well the tie up with KC was a complete waste of time and did nothing . No reason to think Solvay will be any better.

Time to move on

[damelon] 21/8/2015 15:57

I can understand you being downbeat on it if that's the case.

[brownson] 21/8/2015 15:39

I thinks it's a "same old, same old" play. We have been hearing the same rubbish from various management incarnations for years. Profitability is always just around the corner but strangely never arrives. Last year they even told us they were profitable on a month on month basis. What a load of nonsense.

It WAS a great product but has never gained any traction so it will probably disappear like so many other "great" products. ( polarised car headlamps for instance)

I have decided to stuff a large number of £10 notes down the toilet. It will be the same as investing in Byotrol but takes up much less time.