Byotrol Share Discussion Threads

[mudbath] 03/11/2019 21:29

So many ,too personal,vendettas apparent here.

Byot stock looks exceedingly cheap at around 1.65 p.

Shoud they sink lower then even more so.

BUY !! (Advice intended)

[sikhthetech] 03/11/2019 16:19

1gw,

BBs exist for investors/potential investors to discuss opinions and company/industry newsflow... It's a shame you and your mates use them to pump/dump and are determined that readers must believe you and your mates...


Your post of 30th, 4 votes up. Not in top posts.
oh the multiple ids.. ;-)


1gw30 Oct '19 - 20:44 - 3784 of 3788 0 4 0
A painful event looking at the shareprice chart these days.
<...>



What about your mate Shroder?
Are you still in cahoots with Shroder and the rest of the gang... Is the direct communication still more effective?? Looking at his selections GBO(bust), GKP(4000p to 200p), blnx/rthm/trmr(2350p to 120p), Byot etc etc it doesn't look like it, does it? Have you and your mats grasped the importance of reading company/industry newsflow???

;-)



"1gw - 09 Nov 2015 - 15:14:17 - 10868 of 11771 blinkx - BLNX
Somewhat wary of doing this, but if it helps, I can confirm that I do now talk fairly frequently to shroder about blinkx and other investments that one or both of us may hold. As it seems very difficult to have a sensible and balanced conversation on these blinkx bulletin boards about common investing questions of interest, we have reverted to the more time-consuming but ultimately more effective method of direct communication for some discussions."


football - 29 Apr 2015 - 14:03:45 - 94378 of 107028

Shroder=Orslega I don't think so and I will have a bit more money on it than BARKBOO


BARKBOO - 29 Apr 2015 - 13:54:38 - 94376 of 107028
Pinky pants - can I have £250 that Shroder is not Orslega as well?

[sikhthetech] 03/11/2019 15:34

1gw,
"You seem to fail to grasp the concept of investing in high-risk stocks,"

You and your mates seem to fail to grasp the importance of reading company/industry newsflow, rthm, Byot and TLY, haven't you 1gw...

My point is simple, true to form when things go wrong, you and your mates then suggest that it was somehow predictable - just like you did on rthm and here....
Just like your statement above compared to your pumping suggesting that the company is doing the right thing...

Sensible posters adjust their holdings according to company/industry newsflow..

so on 3/3 shares, you have been completely wrong.... Not very good at reading and understanding company/industry newsflow, are you 1gw?.

Always best for ALL readers to read the company/industry newsflow and form their own opinion, rather than a gang with multiple ids, eh...

[nobbygnome] 03/11/2019 15:23

Call me stupid but I am a little confused. A man who forensically goes through accounts has ended up investing big in a company which is so dodgy it has qualified accounts. You could add in RHTM/TRMR which have appeared equally dodgy over many years. And he talks about the benefits of high risk investments but gives a much harder time to a solid relatively low risk company with massive potential. There is so many holes in this approach you could drive a bus through it.

Very strange.....

[1gw] 03/11/2019 15:13

You seem to fail to grasp the concept of investing in high-risk stocks, stt, especially in microcaps. They are by their nature highly risky. What I hope when I invest is that by spreading my investments sufficiently widely, the successes will outweigh the failures. That may mean one multibagging for several that either fail altogether or steadily decline.

For the avoidance of any doubt, however, I remain happy with the business progress evidenced in Byotrol's reports since I have been invested. I think they've done exactly the right thing with the US, in terms of balancing commitment of resources against progress with the product and now it just depends whether they can achieve a good partnership deal leveraging the data they've achieved from the trial.

I am also happy with the Medimark "standalone" progress, which evidences continued growth. While failure to achieve synergies more quickly is disappointing, it is better than ending up in litigation with the Medimark sellers as a result of integrating too quickly and being unable to agree on measurement of earn-out as a result.

On the Byotrol-heritage side of the business, the recent deal with SC Johnson looks good. The Solvay actizone arrangement appears to be relatively low visibility at the moment, but holds out considerable potential for the future.

I am disappointed with the fiasco on the accounts (i.e. delay and qualified opinion). An own goal, but perhaps a result of the lean (i.e. low cost) organisation byotrol runs and the changing demands of auditors as a result of recent high-profile apparent failures of the audit process to spot problems (Pat Val to name but one).

The point on institutional ownership is the same one I made on Totally plc. Institutional selling can develop a momentum of its own and when more than one is seen to be selling in a company with a declining shareprice, it can put pressure on other institutions to consider reducing as well.

So on balance I remain optimistic that this one will come good which is why I added recently.

[sikhthetech] 03/11/2019 14:41

Nothings changed for months, has it 1gw?

True to form, you and your mates post that everything's good and then when things look like they're not going to plan, you post as if you're now somehow disappointed... Cop out, eh!


Look at the company newsflow...

Trials of supplying Target in US.. After more than a year, still not rolled out, still a trial.
Byot announced they were close to a 2nd retailer 5 months ago, still no news on that front.
No evidence that MS is beating expectations.
Questions over the accounts and delay in producing those accounts.

[1gw] 30/10/2019 20:44

A painful event looking at the shareprice chart these days.

It strikes me it must be becoming increasingly difficult for institutions to justify continuing to hold given the awful share price chart, the fact that other institutions (Ruffer, Walker Crips, Fidelity) have already started selling and the fact that the accounts were qualified. You'd have to be pretty brave to stand up in a risk management meeting and say that despite all that you thought it was going to come good - easier just to take the hit and move on perhaps.

What would really help (in terms of near-term shareprice support) I suppose is a partnership deal in the US that brought in a good chunk of cash up front, while still leaving a decent chance of longer-term profit potential. Or failing that, clear evidence in the interims that the company is on track to deliver free cash flow this year. And it wouldn't hurt to produce something with the interims (or AGM statement) that showed the auditors were now happy and no longer felt the accounts needed qualifying.

[techair] 28/10/2019 15:39

Ok so then new lows maybe if Fidelity are clearing out their whole stake. Seems this could have all been done differently the last few weeks imho

[slicethepie] 28/10/2019 14:37

Selling looks institutional ie fidelity who went below 5% end sept. In the old days the a decent broker seller would have been able to get some buyers lined up and set a price , since mifid 2 they have to drip sell into the market. For patient long term investors this is providing fab entry points for those willing to do homework.

[techair] 28/10/2019 14:14

Oh well a test of the lows it is. What a farce. Expected new interest in this one but clearly the mess up around the accounts has unsettled some holders

[1gw] 28/10/2019 13:37

Selling persists by the look of things. I don't imagine "qualified accounts" is helping sentiment, however innocent the explanation.

I've topped up anyway, reducing my average a bit.

[mudbath] 19/10/2019 09:34

Holding RNS awaited ?

[mudbath] 18/10/2019 10:56

Labels maybe do not tell the whole truth maxk.

There are a lot of positives attaching to Byotrol,yet the share price is becalmed because of a persistent large seller.

Nevertheless,I believe that we will soon see an upward re rate of some significance.

[maxk] 13/10/2019 23:57

What is the NHS to do with byotrol should it buy some?


Look at the label before answering.

[1gw] 13/10/2019 23:22

Is this it, perhaps?

[1gw] 13/10/2019 23:19

I think one of the issues (or difficulties) with byotrol sales into the nhs has been just the resource (sales staff) required to close sales with each buying entity.
So the sc johnson deal allows byotrol to do that on a wholesale basis - less margin perhaps but could (should) be a lot more volume.

[sikhthetech] 13/10/2019 21:55

slice,

"It is v interesting however that they are helping us get into the nhs which we know is extremely difficult."

Byotrol acquired Winch a couple years ago, so they already supplied NHS....Nothing new and wasn't difficult then and hasn't made a huge impact on Byot, has it!!!

;-)


Mar 13th 2017:

NHS non alcohol hand hygiene supplier Winch Pharma Acquired

[sikhthetech] 13/10/2019 21:49

slice,
Really, Johnson helping Byot get into the NHS..which you claim is extremely difficult...


slicethepie2 Oct '19 - 08:37 - 3727 of 3772
-0.000100 4 2
Hi mudbath sc Johnson is one of the worlds largest consumer products company and is v proud of being private. It is v interesting however that they are helping us get into the nhs which we know is extremely difficult. Our tech must have impressed them, who knows whether our extremely hard to achieve approval in the US is of interest. For me it is another tick for our tech alongside solvay and tristel.

[the ghost who walks] 13/10/2019 14:02

That's exactly wha I felt as well, was the key statement of the results.

[sikhthetech] 13/10/2019 12:32

Nice to see Byot return from suspension...

Mudbath,
Can you please point out where it says that MS is trading above expectations


mudbath8 Sep '19 - 19:22 - 3663 of 3684
0 2 1
<...>
Because I have it on good authority that trading and profitability at MS is running above forecast.
<...>

[mudbath] 12/10/2019 12:22

I found the the CEO's concluding paragraph to the 2019 results most encouraging.

David Traynor's observation on the increasing involvement of private equity in the sector should raise many an eyebrow |

"The Directors remain very confident in our strategy. As we expected, weaker technologies are now being forced out of the market by regulators, competitors are merging or selling out to larger entities and private equity is getting increasingly involved in our expanding, very complex market place.

It is very encouraging, especially as the depth and spread of skills in the board and leadership teams to take advantage of the opportunities has now increased so substantially. Your team is very energised and extremely positive on the outlook for our Group."

[slicethepie] 11/10/2019 17:58

Quite a change of tack! You now seem to acknowledge they will partner in the us. If you go back and look at the deal they did with solvay, this could be a solution in the US. As stated the us epa approval is the key to the value here, byotrol will monetise this.

[wisecat2] 11/10/2019 17:12

Clocktower apologies for the typo. Good to have you here I have a feeling this company has turned the corner and we will make a lot of money over the next 24 months. I believe mudbath owns shares so he can say what he wants. we should all do our own research

[clocktower] 11/10/2019 16:46

wisecat2, while mud does a lot of research you clearly need to undertake research on mudbath.

I suggest you start with STL (now delisted). He has however had very considerable success (and it seems through many inside contacts) over many years on these threads - with STL - TERN to name but two - there are many others that you can research.

How much was this stock when mud started this thread in 2013? Around 9p I suggest - so I hope you have not taken a lot of notice of his recommendations and research in the past on this company.

Best of luck mud. If you follow mud with care you can however do very well, as you might have noticed I have not posted on this thread before but with the picture changing and once funding is in place with a partner, I think mud might be onto a good thing IF your willing to wait.

[slicethepie] 11/10/2019 16:41

Not sure auditing is the easy job it used to be, it has become much more precarious so not surprised. Unfortunately the big blow ups have forced auditors to look in every possible area and not rely on immateriality. Personally glad they have given a full explanation .