Byotrol Share Discussion Threads

[sikhthetech] 16/2/2020 13:09

Nothing new for you and your mates, is it 1gw?...

Whilst you and your mates were pumping/dumping rthm and your backs were against the wall and losing the readers confidence, you thought you'd try your luck by mentioning my post on CAKE (Patval).

Except there were skeletons at CAKE and it did turn out to be a scam, didn't it?...
and their accounts were audited and qualified!!!



YOU ENDED UP WITH EGG ON YOUR FACE, AGAIN!!!


1gw - 12 Oct 2018 - 15:53:52 - 9282 of 11052 RHYTHMONE - new Name, new Beginning??? - RTHM
Meanwhile, feeling a bit bored by the lack of aggravation he now seems able to create on the rthm boards, STT pops over to CAKE today to see if he might have more success over there...

What a nice, empathic chap...


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sikhthetech - 12 Oct 2018 - 16:14:53 - 1467 of 1494 Patisserie Holdings Plc Ord 1p - CAKE

"If this ever refloats, it'll be crashing below 50p placing price."

agree.. There's too much uncertainty... possibly crash to well below 50p.. 20/30p???
Then the investigation and these take time and potentially uncover skeletons...
Maybe a need for complete change of management...


At least the placing will ensure the company can pay it's currently 'known' liabilities and staff, so they can look to move on...

[1gw] 16/2/2020 12:55

STT - do you understand the concept of risk in the context of portfolio weightings? Perhaps not given your apparent all-but-all-in on TLY.

Since you obviously have been stalking me for some time, you'll know that I have a target max portfolio weighting of 10% in any stock. At the moment I have only 2 stocks that materially exceed that max, being BYOT and SLN, and both largely because of exceptional and rapid share price growth rather than averaging down. In the case of byot, again as you will know from your obsessive tracking of me, I did a lot of averaging down before the growth and as per the post below, I was already at 12% weighting before the recent rise started - and after which I bought again on 2 occasions (23rd Jan and 31st Jan, both declared on this bulletin board).

So if it was 12% then, and I bought more, and it has more-or-less doubled in price since then, what weighting do you think it is now? Do you think it might be sensible to take some profits given my stated portfolio-weighting risk tolerance?

There's a balance between "letting your winners run" and sensible portfolio-weight risk management. The shareprice was up sufficiently on Friday that I judged it was time for some risk management. That in no way changes my view of the potential for byotrol and I fully intend to keep most of my holding at least until we get an announcement of a US or other deal, or we get to the end of the financial year (whichever comes sooner). If we get to the end of March without any update on a deal having been announced, I may re-assess.

Now your turn. I think you would agree I have given full disclosure. Why are you posting here?

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1gw - 23 Dec '19 - 11:58 - 3916 of 4442 Edit 0 1 1
It's currently 12% of my portfolio, nobby, my third biggest holding...

[sikhthetech] 16/2/2020 12:51

PUG,

What do you think of Byot's many placings.. especially as you've been here many years.. and Ruffer selling..
oops...

;-)



PUGUGLY's reason for investing was the Ruffer's position...
PUGUGLY - 16 Mar 2013 - 12:42:21 - 164 of 3628 BYOTROL-CAN DELIVER AMAZING RESULTS - BYOT

<...>
mudbath:_ Agreed Ruffer are one of the reasons whyi have started to take a position but very much dependent when(and if) the coy becomes cash flow positive.


REPEATED PLACING, DILUTIONS

maxk - 20 Aug 2015 - 20:11:42 - 2713 of 3628 BYOTROL-CAN DELIVER AMAZING RESULTS - BYOT
It's all your fault muddy, all of it!

29-08-15 .. £1.4m
25-06-14 .. £1.25m
25-06-13 .. £0.50m
21-10-11 .. £2.46m

[sikhthetech] 16/2/2020 12:46

as expected...

When your backs against the wall, let's divert to TLY... Nothing new for you/1gw and the gang eh..

[pugugly] 16/2/2020 12:33

sikth:> To answer your question YES- Most contract producers operate very short timelines and are at the mercy of their customers - TSCO are as recent history indicates not the brightest of retailers - though the whole sector is under the cosh from discounters.

ALSO I have memories of your continued ramping of TLY at over 30p and where are they now - Some 15p odd - after a salvage rights issue at 10p - No indication that you have recanted.

OK CORVID-19 (if it arrives in UK might be good for TLY but given that call-centres are potentially petri-dishes for incubating viruses they will certainly need Byotrol if the virus goes wild in the uK and also may need to be shut down as probable incubators-

However - It is all a matter of timing - If BYOT bought at 1.5p back in Dec 2018 would be up over 100%, rather than the down 50% with TLY, but of course if TLY bought at 10p salvage price you would be up 50% - Place your bets and spin the wheel in the AIM casino!!

Or undertake real deep DD, unlike Woody, and walk away in many cases with a multi-multi bagger though some will drop by the wayside on stony ground - Here endeth the sermon for today.

[sikhthetech] 16/2/2020 12:05

PUG,

"Once stocked it should be a no brainer to keep listing - at least until the world has forgotten Corvid-19 - though by then a new pathogen may well have emerged"


As you know, they've had the Tesco contract for many years.. Yet they lost that before the latest strain, Corvid-19, emerged...
Do you think Robert McBride plc didn't believe another virus strain could be around the corner, especially given the fact that Coronavirus has been around for decades???



Major supplier, Robert McBride - supplier to TESCO:

"Post year end we came to the end of our licence relationship with Robert McBride plc and therefore to supplying surface sprays to Tesco. This was an excellent arrangement for us for many years, but it has now run its course and we expect to generate higher margin opportunities with better brand equity from other consumer initiatives. "

[sikhthetech] 16/2/2020 11:59

AS EXPECTED THEN ;-)


sikhthetech27 Jan '20 - 14:49 - 3973 of 4004 Edit
0 0 3
I bought some earlier...purely on the basis the Coronavirus will keep people interested and 1gw and his mates are pumping these....

Will look at selling before any TU...

Obviously 1gw won't be selling ANY as he's confident of a major deal closing soon, will you 1gw?
;-)

[fillipe] 15/2/2020 17:53

A bit of general market news direct from BYOT (pretty please), really wouldn't go amiss.


f

[kcowe] 15/2/2020 17:10

Byotrol, HAS to be used for sanitation , There is no other product that offers 24hour virus KILL... or 8 hour virus kill on hands .no brainer

[pugugly] 15/2/2020 16:39

sikth..... but the world has changed - Corvid-19 is for Byotrol the silver Lining - that is if they can lever the opportunity and meet what should be a fantastic demand for product - The USP - 24 hour virus kill -

Once stocked it should be a no brainer to keep listing - at least until the world has forgotten Corvid-19 - though by then a new pathogen may well have emerged -

[sikhthetech] 15/2/2020 12:12

The trial at Target in US was announced 18months ago...Yet in that time it was never rolled out to all Target stores...

In fact, they announced they were close to signing a 2nd retailer last May, yet nothing happened...Why did those negotiations end? Why announce that they were 'close' to signing a deal when they weren't?

For many years, they had a contract with the 'major' supplier, Robert McBride plc, yet they lost that contract recently.

Will it be any different this time???



US trial at Target:

"We continue our search for a partner for Byotrol24 in the US and have engaged professional advice to assist. Sales at Target continue to increase year on year and month on month, but are not large enough to justify continued, national marketing spend by us even at very small levels. We are now preparing for the trial at Target to finish at the end of March 2020."



May 2019:
"We are also now close to securing an additional new national retailer trial in the US."





Robert McBride - supplier to TESCO:

"Post year end we came to the end of our licence relationship with Robert McBride plc and therefore to supplying surface sprays to Tesco. This was an excellent arrangement for us for many years, but it has now run its course and we expect to generate higher margin opportunities with better brand equity from other consumer initiatives. "

[1gw] 15/2/2020 11:59

Yes, Slice, and I would hope they can put the same model in place in the US. ie partner with a "giant" or at least someone (even private equity) with deep enough pockets to support the product with a significant level of sales & marketing. And ideally someone (like SC Johnson here) that already has manufacturing/packing and supply chain arrangements in place so that they can capitalise quickly on the current high demand for such products.

[sikhthetech] 15/2/2020 11:59

Slice, Byot initial patent was around 25yrs ago...
Their IPO was 15yrs ago....

There have been several different virus outbreaks in 25yrs and yet currently they supply to only 20+ hospitals....

Seems more like SCJ are looking to expand their product range...

It may or may not lead to new hospital contracts... NHS already have processes and procedures to deal with outbreaks..
Given there's inertia within NHS trusts to try new products, especially during an outbreak, it could be some time before there's any news on new hospital contracts..

[slicethepie] 15/2/2020 10:57

Sc Johnson has sales of over $10bn yet has to buy in technology from a micro company like byot would suggest our tech is unique. Further evidenced by the deal with solvay another v large company.

[the ghost who walks] 15/2/2020 09:39

Surely this - taken from the full year results - is going to be important:Invirtu alcohol-free hand sanitiser increased across all Professional customers. At year end our products were in over 20 UK NHS hospitals, including 2 total conversions from suppliers of alcohol-based products. We are pleased to report here that post year end we completed a supply agreement with SC Johnson Professional Ltd, whereby Byotrol will now be supplying the Invirtu formulation to the UK and Irish health services, exclusively under SCJP branding. This will result in increased volumes of our product to more healthcare professionals and users, supported by premier league marketing, logistics and sales-support

[1gw] 14/2/2020 18:16

But if you insist on setting yourself up again, stt, a word to the (not so) wise - those operating pump and dump schemes generally don't give a blow by blow account of their trading activity. Do you not see the logical gap (some might even say stupidity) in assuming that I am operating pump and dump but also believing that I am telling the truth about my trading activity?

Today I was looking to sell the shares I bought speculatively on 31st January. In the post where I declared that purchase you may note that I acknowledged the risk that the price might fall back when the twitter/bulletin board frenzy died down, but I thought it had legs and so was going to try to ride the spike for a while.

As it happens, I sold only a smallish proportion of the ones I bought on 31st January, and my 31st January purchase was a small proportion of my existing holding.

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1gw - 31 Jan 2020 - 15:47:07 - 4108 of 4431
I've decided to buy more, taking some at 2.27p, to experience averaging up instead of averaging down. Possibly rash, given the spike and twitter/bulletin board frenzy, but I'm betting this has legs now.
…
In terms of the "ramping" that's going on, I think there is a risk of the price falling back when the circus moves on, but on the other hand the volume must have provided a good opportunity for any existing overhang to have been shifted.

[1gw] 14/2/2020 18:15

Sikhthetech – you really have no shame do you? Wasn’t being proved wrong when you suggested I was selling when I was claiming to be buying enough humiliation for you?

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Sikhthetech - 14 Nov '19 - 13:56 - 3841 of 4430
1gw,
"I've added some."
Funny, there's no trades prior to your post, is it an invisible or delayed publication?.
Trade just appeared timed at 1.49pm, 150k 'sell'? You selling whilst claiming you're 'adding' and saying that the AGM went well...
Lol…

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1gw - 14 Nov '19 - 14:16 - 3843 of 4430 Edit
2 x 500k buys (at 1.72p, timed at 13:26 and 13:27). Probably delayed reporting by 1 hour.

[sikhthetech] 14/2/2020 17:28

1gw,
You couldn't get the high share price today..

Oh and you only sold a tiny amount..

so it can't be a pump/dump...

Honest guv...

:-)

[fillipe] 14/2/2020 16:26

There's bound to be some easing this afternoon before the weekend comes to a close.

Good, quick profits will result in some closing of positions ahead of the 4.30pm end of week, although likely to be a strong start at Monday's opening and a whole new week ahead.

f

[techair] 14/2/2020 15:42

I see BYOT products as ones that will save lives myself. All about prevention surely

[1gw] 14/2/2020 15:18

It feels to me like the (presumed) big buyer may have stepped back when the price got to around 3.5p and we're now being driven by smaller orders. In the end I managed to sell less than 2% of my holding at about 3.3p, and that felt like hard work. I tried to get the 3.5p+ on quote and deal, then went "fill or kill" at 3.4 (below the bid) but wasn't filled and eventually settled for a couple of small quote & deals. Still, my first ever sales of byotrol achieved and at a healthy profit.

It will be interesting to see if the buyer comes back as the price falls this afternoon, or whether they are done - in which case will we get a holdings notice next week? Then how will sentiment develop over the weekend, and will the company come forward with any news - or even be pushed by the nomad into a comment on the share price move?

[sikhthetech] 14/2/2020 14:44

Kcowe,

" major breakout in europe or the uk.... this stock will fly ."

You wishing that on your family and friends then..
Money more important than life eh!!!

Says everything about the pump/dump gang on here..

[lucyp00p] 14/2/2020 13:44

Yay, let's hope thousands die so I can buy a new car.....not

[mudbath] 14/2/2020 12:57

A more modest 4.5 would be more realistic;yet who knows ?

[slicethepie] 14/2/2020 12:54

139 posts to go! We will soon be able to sing the green bottles song!