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Share Name Share Symbol Market Type Share ISIN Share Description
Byotrol Plc LSE:BYOT London Ordinary Share GB00B0999995 ORDS 0.25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.20 3.45% 6.00 5.90 6.10 6.00 5.80 5.80 1,113,224 15:07:17
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Chemicals 6.1 -0.0 0.1 75.0 27

Byotrol Share Discussion Threads

Showing 9376 to 9400 of 10675 messages
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DateSubjectAuthorDiscuss
14/5/2020
07:42
Peter, "Somebody is selling blocks of 100,000 every few minutes since the opening today." Pump and dump.. The 100k sells probably rotating the shares..
sikhthetech
14/5/2020
07:41
Yep, i actually think revenues will land between £10m and £12m depending on covid. Worst case trading at 2.5x revenues its a stonking buy with the US uncertainty removed. Tristel which i also hold is pretty fully valued until FDA approval comes through trading at 7.5x 2020 revenues. I don’t use PE for these stocks whilst they are in a high growth phase but this is all just my own methodology.
rimau1
14/5/2020
07:36
sickinthehead you are struggling mate another deal and you will have an aneurysm making a lot of people here and your wife very happy
wisecat2
14/5/2020
07:35
Finncap are happy with £9m of revenue this year being achievable
dan_the_epic
14/5/2020
07:35
Somebody is selling blocks of 100,000 every few minutes since the opening today. Lots of shares on the move and some odd pricing going on.
petersinthemarket
14/5/2020
07:25
The initial upfront fee of only $250k (£200k) probably suggests Royalty fees are expected to be low. I think it's too little too late in US.
sikhthetech
14/5/2020
07:15
1gw, yes, they will recognise the licensing fee upfront in this years financials.
rimau1
14/5/2020
07:10
The £1m sales per month is during the initial stage of the virus. They said they don't expect to maintain that level going forward. After all these months of seeking a US partner, they couldn't find a major one. The US partner was already known. How much was the agency fee? Probably more than the initial fee $250k they receive from the partnership.
sikhthetech
14/5/2020
07:06
Particularly nice in the US deal to see an actual "up-front" I thought. Very biotech.
1gw
14/5/2020
07:00
It's difficult to estimate what the US deal could be worth, but potentially I think it is huge. The key will be how much resource the new consortium puts behind the product, and of course what the royalty rate is. Originally, when byotrol started talking about looking for a partner, finnCap talked about needing $5m of marketing spend to get to $20m of sales, which was seen as a "breakout" level. Then there is the supply chain - how quickly can they put an efficient supply chain in place and what levels of production can they reach. It is a 10 year license, so if the consortium succeeds in capturing material market share then byotrol will have a valuable asset at the end of the 10 years. The US should also act as a shop window for other markets - we've already seen the Hong Kong distributor freight in byotrol24 to sell there. On this year's financials, as I read today's announcement they are moving away from supply agreements and towards straight licensing agreements. I hesitate to speculate on IFRS15 rules, but I think if it is a pure licensing agreement with no "performance obligations" beyond supplying the license then they may book any guaranteed payments (even if to be realised over several years) once the license has been signed - perhaps someone better-acquainted with IFRS interpretation can comment here? So potentially this year they have significant product sales (£12m run rate it seems) plus material license revenue. And the £1m/month product sales are presumably still supply-constrained, so there is potential to ramp up further as the supply chain constraints ease, although at some point the extraordinary current demand may reduce.
1gw
14/5/2020
07:00
Great news, the share price should continue to re-rate in the near term.
tonytyke
14/5/2020
06:57
Sell then.
babbler
14/5/2020
06:57
Sales and orders haven't changed from their previous announcement. They previously said £2m for Q1. Upfront licence fee from US partner of only $250k!! Very disappointing indeed.
sikhthetech
14/5/2020
06:55
Fantastic news!!! This is just the start, they have the momentum now.
a.fewbob
14/5/2020
06:36
The coronavirus "may never go away", the World Health Organization (WHO) has warned. https://www.bbc.com/news/world-52643682 The Silver lining for BYOT - BYOT may well be a key company in reducing COVID-19 infection risk - Keep safe..
pugugly
14/5/2020
06:32
Am I the only one who actually finds it a bit disappointing? I was expecting them to do £12 - £18m of revenue this year given the incredible demand, which would be profit after tax of something like 1-3m. Now looks like even that low end might be the best case if they are only doing 1m in the 3 key months of march april may while companies stockpile resources. So now Im thinking 10-12m of revenue once things settle down, and profit after tax of £600k - £1.2m. Doesn't make this cheap enough to demand a 20% rise from here. Who are this US partner?
dan_the_epic
14/5/2020
06:29
Yep, reads very, very well. March and April sales of over £1m each imply say £12m annualised revenues, against the H1 sales of £2.2m. Enough said :o))
rivaldo
14/5/2020
06:22
Excellent news, the US licensing agreement is very welcome. Certainty of income, significant cost saves y-o-y and a long term capital light strategy for the US. Well done all for keeping the faith.
rimau1
14/5/2020
06:22
Well done byotrol.
1gw
14/5/2020
06:19
"The agreement with Integrated Resources and the new agreement with SC Johnson Professional Ltd are two such examples and we expect to complete more as the year continues."
riddlerone
14/5/2020
06:15
So roughly £1M/month sales plus license and royalties fees from the two agreements plus recent Tristel agreement plus Actizone royalties..Would hope to see a good morning note from Finncap!!
riddlerone
14/5/2020
06:14
I think they are creating potentially significant medium term earnings power also at a high multiple due to royalty nature,
the ghost who walks
14/5/2020
06:06
Good announcements. No more costs for the USA, royalties com8ng through. Ebitda must be pretty significant this year
the ghost who walks
13/5/2020
15:03
I'm pretty sure Sikh's sister is called Sandy?
loafofbread
13/5/2020
15:00
What are you waffling on about STT
techair
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