Byotrol Share Discussion Threads

[football] 20/12/2018 09:41

brownson Nope! Ruffler are dump all they Byotrol shares and it seems before the new year so will just have to sit and wait it out


brownson20 Dec '18 - 07:19 - 3278 of 3281
0 0 0
So I'm a troll

[mostyn] 20/12/2018 09:38

dave4545,

And now another 14 million on top of that. By my calculations Ruffler could be out providing that the large trades that I have assumed were sales were actually sales, and not cheaper purchases than the trades surrounding them.

[dave4545] 20/12/2018 09:12

Looks a good overhang play if anything.

45 million shares have changed hands in 1 day and 1 hour.

And the seller had 39 million. If volumes sustain they could be out in total today
or at worst next week. Price will bounce strongly without a overhang like that in the system.

[mostyn] 20/12/2018 08:59

This is a science based business developing new formulations in a highly regulated area, so development, regulatory approval, and market acceptance takes time. Until recently the company has been somewhat constrained by a shortage of funds which has meant they have needed to go slowly. Institutions sell stocks for all sort of reasons (change of manager, change of strategy, need to liquidate holdings to meet commitments, performance of the company doesn't meet targets etc) . Ruffler selling isn't a good thing or necessarily a bad thing except insofar as they are selling into a poor market. The company's prospects actually look quite good. The next 12-18 months should be very interesting and will determine how far this can go.

[wisecat2] 20/12/2018 06:45

Resident realist must be a spell check error. brownsod is a moronic low life troll. you are right slice how sad someone that's so bitter and twisted only comments on one stock. He has probably never held shares or been short. Sure the price has been weak but nearly 40% of the shares have been dumped in the market over the past three months and in a way that can only trash the price. After very high turnover yesterday we can see light at the end of the tunnel. Cheap stock but not for long. brownsod back to mopping up

[mudbath] 19/12/2018 20:40

brownson is our resident realist.

[slicethepie] 19/12/2018 19:06

You seem a clever chap...posting for over 8 years only on byot, I hope you have been clever enough to be short and benefited from your insight. Are you now saying this is now cheap, 2p is 30% up from here! Or are you a disgruntled ex employee etc who likes the word mopping up?

[brownson] 19/12/2018 17:13

Will be mopped up by one of the big boys at 2p

[mudbath] 19/12/2018 16:24

The reason for hoping that we might be looking at the bottom was the fact that it was possible to sell in size at 1.55,making it impossible to differentiate between buys and sells;although the bid has currently dropped to 1.53.

Once Ruffer are out,or at least down to a level that they are comfortable with,then BYOT shares might well recover.

[pugugly] 19/12/2018 16:21

Offering in a million plus at 1.5475p

[mostyn] 19/12/2018 15:59

This is beginning to look as though an effort is being made to actually place the stock. Ruffler had around 39M at the last notification. If this is the case, this may be at or very close to the bottom.

[football] 19/12/2018 15:52

The bottom is when they finish selling and don't understand why one of the other institutions haven't picked up them shares just to average down seeing their shares are so cheap

[mostyn] 19/12/2018 15:29

Unusually large volume. Ruffler stake perhaps being moved to firmer hands.

[mostyn] 19/12/2018 15:17

mudbath,

Depends on whether Ruffler keep reducing their holding. This is a very poor AIM market at the moment, with volumes in many stocks very low, so any significant selling is hard to mop up.

Edit: One distinct plus with Byotrol is that the market has high barriers to entry in terms of the patent protection they have, and also the long regulatory lead times.

The comment in the results covering the outlook is also interesting:

"The Directors remain confident in our strategy, namely: development and ownership of differentiated, valuable, regulatory approved (and therefore protected) biocidal technologies; commercial exploitation in targeted markets (business, government and consumer); careful re-investment in adjacent technologies as resources allow. We note an increase in consolidation in this market over the last year and believe our strategy is positioning us nicely to participate in the changes in due course, as we have already done with the Medimark deal."

[mudbath] 19/12/2018 15:02

BOTTOM ?? !!

[sikhthetech] 19/12/2018 13:55

They announced in July that Byotrol was on Trial from


"Target is one of the largest mass market retailers in the US and our surface sanitiser is now on trial in 10% of their stores (from July 2018) under the brand 'Byotrol24'."



and have said that the trial was extended beyond the initial 10 week period...


"Now under trial under the brand 'Byotrol24' in US mass merchandiser Target. Trial now extended beyond the initial 10 week expected period."


It's now over 20weeks...

Are the products supplied for the trial on SoR basis?
How much is it costing Target/Byotrol?

[mostyn] 19/12/2018 13:03

Broker ratings usually look forward at least 12 months so 9p may well seem unrealistic now. The next set of results will be important to clarify how well the Medimark acquisition has bedded in, but will be too early to judge the US potential. The interims only had 1 month of Medimark so few of the integration benefits would have fed through. It wont be till 2019 that we really see how the company is likely to progress as any FDA hold up should be sorted in Q1, and then we might see the potential of the US market. This is a massive market where the trajectory of revenue increase could be significant. If all goes well 9p might not seem unrealistic. Like most investments it's a question of "if"...

[this_is_me] 18/12/2018 16:42

The market cap. is around twice sales and it isn't making any money so it is hard enough to justify the current closing share price never mind 9p.

[brownson] 18/12/2018 13:59

I think 0.9p is more likely than 9p.
Time to get real.
Ruffer would have to be pretty stupid ( and negligent) to be selling millions at these prices when according to the analysts, they will be worth five times as much any day.
It is total nonsense, as is trying to build a brand in the US with an advertising budget of £20

[football] 18/12/2018 11:08

9p share price target still


Analyst Ratings For Byotrol Plc (LON:BYOT)

Today, FinnCap reiterated its Corporate rating on Byotrol Plc (LON:BYOT) with a price target of GBX 9.

There are no ratings tracked in the last 12 months. on the stock.

The current consensus rating on Byotrol Plc (LON:BYOT) is N/A (Score: NaN) with a consensus target price of GBX 9 per share, a potential .

[football] 18/12/2018 11:06

‘Strong and exciting’ future for hygiene group!

[football] 18/12/2018 11:06

Byotrol first-half losses narrow; forecasts losses in US division
18 December 2018, 09:01Source - SMW
Anti-microbial technology company Byotrol first-half losses narrowed, but the company said it expected its US division to generate a loss owing to administrative delays to EPA approval of new product variants.

'The board remains confident in the outlook for full year, except for the US, which is expected to make a loss due to administrative delays to EPA approval of new product variants, which we now expect to be satisfactorily resolved in Q1 2019, the company said.

For six months ended 30 September 2018, losses narrowed to £0.581m from £0.805m a year earlier, and sales were up 55% to £0.1.44m.

Operating costs weighed on performance, however, increasing by 32%, largely reflecting one-off acquisition costs of £0.12m and investment in sales and marketing and research and development, the company said.

'We are pleased with solid progress in the first half and delighted to now have Medimark as part of our Group. It is a transformational acquisition and the two teams are already working well together. We look forward to the full contribution from Medimark in the second half and to the numerous benefits that further co-operation and integration will bring, said David Traynor, Chief Executive of Byotrol.

[mudbath] 18/12/2018 10:59

I have said it for a decade now(and believed it),that the current year REALLY IS A BIGGIE for BYOT.
Strip out the one off costs and add in Medimark's revenue + an EBITDA of £250k,together with some organic growth and that 2018 loss will be almost eradicated.

It looks as though our seller,probably Ruffer, is still hell bent on reducing at any price.Once they conclude any disposal then the share price could enjoy a good bounce.