Byotrol Share Discussion Threads

[sikhthetech] 10/5/2020 14:15

The Ghost,
"If the stock doubles every 6months I’d be more than happy!"

As you know, I bought some at end of Jan... see post below - so all as expected...

The current mcap already factors any known about potential, as the Tristel/Tower deals were already known about and the TU showed they didn't meet their expectations...



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???
;-)

[rimau1] 09/5/2020 17:42

All i’d say loafifbread is that Filta have a big aim following who have jumped on the covid Bandwagon. Bytrol is a buy and hold to take advantage of structural growth drivers. Pump and dump this is not.

[loafofbread] 09/5/2020 15:07

Talking about our lack of PR and the aim to keep everything at Byotrol a big secret, this release made me laugh.

I know nothing about the company other than it makes/cleans and services deep fat fryers!

Yet they manage to increase their MCap by a stonking £15M by rolling out a few vans and a team of people with sprays.

The whole bloody team at Byotrol needs a kick up the backside.


07/05/2020 7:00am
RNS Non-Regulatory

TIDMFLTA

Filta Group Holdings PLC

07 May 2020

07 May 2020

Filta Group Holdings plc

("Filta", the "Company" or the "Group")

Launch of specialist COVID-19 sanitising service

Filta Group Holdings PLC (AIM: FLTA), a provider of fryer management and other services to commercial kitchens, is pleased to announce the UK launch of FiltaShield, a new sanitising service to help businesses combat and prevent the spread of Coronavirus (COVID-19).

Working closely with industry experts and specialist chemical suppliers, Filta is extending its range of environmental services and deploying an approved, laboratory-tested Coronavirus sanitising solution, which is effective against all enveloped viruses, killing them within minutes. The anti-viral solution, which has been developed for use in restaurants, bars, shops, offices as well as healthcare facilities, is applied to a surface by spraying or fogging, leaving behind a mono-molecular layer that bonds to the surface and protects surfaces for up to 30 days.

In addition, as part of its service to tackle Coronavirus and help businesses and public bodies adapt to new safety requirements, Filta has teamed up with a technology supplier to supply and manage temperature screening devices for its customers, which can screen up to 30 people per second for a fever. The devices, which are installed at the entrances of buildings, provide operators with a further preventive measure against the spread of Coronavirus.

CEO of Filta Group, Jason Sayers said: "As companies look to open up again after the current lockdown, the safety of employees, visitors and clients will be a key focus.

"We are proud to have developed this highly effective service in such a short period, and are now helping businesses and organisations make the necessary preparations to get back up and running as quickly as possible.

"Filta has always sought to adapt to the needs of its customers, and has already seen a growing number of orders from existing clients, as well as interest from businesses outside of our traditional customer base of restaurants and hospitality. Whilst FiltaShield is currently only available in the UK, we will look to roll out this service in the U.S. and Europe in due course."

[thecroots] 06/5/2020 17:52

Agreed, tradertev. I've already filtered him - purely for being a total idiot.

[tradertrev] 06/5/2020 13:07

you can help him, yourself and the rest of us if you filter him. Just don't interact. Eventually he will get fed up and go away.

[rimau1] 06/5/2020 12:29

Sickinthetech! Why are you always so angry? I thought we agreed to stop repeating the same points, it gets really dull for everyone. How can i help you?

[the ghost who walks] 06/5/2020 12:28

@sick patience, I'm in no rush. If the stock doubles every 6months I'd be more than happy!

[abbynat] 06/5/2020 11:27

can't expect fireworks here,BUT have mentioned it before, they seriously lack in the marketing dept!

[sikhthetech] 06/5/2020 10:38

The ghost

"with news about the USA business."
Would be good to hear something about US after all this time...


Target Trial:

Byotrol no longer listed on Target website. So after nearly 2 yrs of trial was announced, it wasn't extended beyond March, despite these times of huge demand due to Covid19.
How much have they lost due to this trial?

[the ghost who walks] 06/5/2020 10:11

A more than doubling in the share price has been great for my portfolio

[the ghost who walks] 06/5/2020 10:11

I do read it thanks. I'm very happy with the relating of the shares so far and expect more to come with news about the USA business.

[sikhthetech] 06/5/2020 08:03

The ghost,
"From 2p to 5p"

Exactly...suggests to me that any potential from Covid-19 is already in the price..
They will be pumped and dumped from here..


Read the company newsflow..

[the ghost who walks] 05/5/2020 20:48

Patience. The shares have increased from 2p to 5p. Personally quite happy with that.

[thecroots] 05/5/2020 16:39

Agreed Huckle.

If they cant make a decent go of it now, then sack the board and top management right away.

I'm a holder here but they really need to pull their finger out here as there market now is huge and will be sustained for a long time....

I wouldn't even mind if it was bought out by someone that can really do something with it.

[vanadiumx] 05/5/2020 11:38

They need to employ a decent PR firm.

[sikhthetech] 05/5/2020 10:48

Dan, Good post.

Both the company TU (March) and the company broker, Finncap, update was published ONE WEEK before fy end and on the SAME DAY as the lockdown became effective, 23rd March.


"I thought that they'd have a big demand uplift in February and March"

The TU of March 23rd clearly states:

"We have seen a very substantial increase in demand for the full range of our infection prevention and control technologies over the last seven weeks, following broad recognition of the COVID-19 outbreak in Europe"



On the same day, 23rd March Finncap, their broker stated:

"Also, a positive trading update, highlighting the demand for products in light of COVID-19, supports full-year forecasts, which could yet be bettered depending on the ability to fulfil the current £1.7m order book (c.5x normal levels). "



Therefore, they clearly state there was a substantial increase in demand since beginning of Feb (last seven weeks). And their statement clearly shows the West was in fact worried!!!


And Finncap's statement clearly states 'supports full year forecasts' and 'bettered' depending on the order book..



"Also, a positive trading update, highlighting the demand for products in light of COVID-19, supports full-year forecasts, which could yet be bettered depending on the ability to fulfil the current £1.7m order book (c.5x normal levels). "





Therefore, even ONE WEEK before the fy end, they were confident of at least forecasts being met and even bettered.

Yet they failed - revenue, ebitda and cash forecasts.


EBITDA - It's pointless stating they will beat 'positive' EBITDA, as stated in their interims - it's meaningless...

Given the March 23rd TU was ONE WEEK before year end, they would likely have known that this so called 'material' deal is unlikely to close that week so I don't buy the argument that they were expecting it to close before year end.

[huckle9] 05/5/2020 09:34

Great post. I am also in Tristel but the risk reward isnt the same there as here. If Byotrol can get things right this time then the share price could be worth 10x it is now.. if it doesn't then that is probably it here. Last chance saloon?

[rimau1] 05/5/2020 08:42

Great post 1gw, fully agree. You have previously said that byot should provide underlying pre one offs and should have also quantified the delayed sale so that we could have had an apples vs apples performance to understand if it was an earnings miss or not. Matbe they need to hire someone with investor relations experience although had to justify as a micro cap!

[rimau1] 05/5/2020 08:37

Interesting posts all, i promised sickinthehead i would not repeat anything! Dan - couple of observations from me, big demand in Feb and March does not necessarily translate into sales without a time lag and lets face it in March i could still sit in a stadium with 65,000 including 8,000 madrid fly in’s, so the west was not so worried. Also if Byot had smashed expectations to FY20 you would not be able to buy at these levels. Tristel is proven high quality and you pay a premium as a result. Here you get what you pay for. If mgt deliver (on FY21 sales and US strategy) expect a similar rating to tristel. If not then sickinthehead will be proved right. Its all about FY21 not quarterly guidance (which there is no requirement or justification to provide) and i am invested on that basis. I hold tristel too and adjust my position here and there depending on price moves as they have a small inverse correlation which is nice to take advantage of.

[1gw] 05/5/2020 08:11

I think the issue there is transparency and visibility again. They did only £2.2m in 1H. So £6m for the full year is a strong 2H performance in some respects and I talked to at least 1 investor who thought at interims stage that £6m for the full year looked very challenging.

But what none of us knows is what was built into finnCap's £6m forecast and what was built into byotrol's assessment of the doability of that forecast. If byotrol were relying on the "material but delayed new license contract" closing by the end of March (and making a material contribution to FY20 revenue) then they may have felt comfortable with the £6m finnCap number even though they knew "organic" sales were going to fall short of that number.

In terms of byotrol's own guidance to the market they were clearly focusing on the EBITDA number which they stated in the interims they were confident would be "positive". And again in their 23rd March TU they talked about exceeding this guidance i.e. "positive" EBITDA. So was £0.25m adjusted EBITDA a beat against an EBITDA "positive" guide? And you could even question whether they were expecting to count the £0.4m exceptional gain in their EBITDA (as opposed to adjusted EBITDA) outturn.

[dan_the_epic] 05/5/2020 07:46

Why would they? If the IP was as so attractive to third parties, this company would not have been independent for this long IMO. Has been around for ages. I struggle to buy Tristel at their valuation despite being an excellently run company, but struggling with BYOT again as I just don't trust them to deliver. I'm still a bit shocked that they didn't blow their last financial year out of the water as I thought that they'd have a big demand uplift in February and March and revenue would be more like £7m.

[best1467] 05/5/2020 07:40

Their is no doubt issues with the running of the companies accounting but what is not in doubt is the IP and I believe a predator in the US will make an approach or a partner like Tristel could well make an approach

[the ghost who walks] 05/5/2020 07:25

I've been in this stock with an in price of between 1.5 to 2.6p, took some profits around 6p but am thinking of topping back up here following the trading update. I believe the next big catalyst will be news on the us business; if we can sell that or get into a meaningful joint venture I would exp3ct a big share price response.

[sikhthetech] 04/5/2020 20:40

rimau
"You rinse and repeat the same half dozen points every day."

Well, you have just REPEATED what you and the other other rampers have said several times before.
So you're a hypocrite...
The SAME 2 points, jam, jam...


"we expect significant growth in FY21 revenue and ebita (v FY20)."

They said the same thing only one week before the fy end, yet still missed the expectations.. Once bitten, twice shy, eh.

"Almost all companies in H1 TU’s have pulled forward guidance, BYOT have not. "
Byot have told you about firm orders to end of next month.

Where's the forward guidance for Q2?



A BB is better served when both bull and bear points are discussed... then at least readers can form their own opinion. After all it's their money...