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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 9401 to 9423 of 10675 messages
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DateSubjectAuthorDiscuss
14/5/2020
14:43
Slice, The employees at TLY are working flat out in frontline to combat Covid19. Physios, NHS 111, Urgent Care Centres, reducing A&E waiting times, reducing operation waiting times.. Not much difference in Mcap between Byot & TLY... But look at their fundamentals... Either TLY is dirt cheap or Byot is overpriced.. £100m revenues, £3.5m Adj Ebitda, £9m cash, paid dividend. Mcap £33m Take a look.. TLY are growing exponentially. Everyone needs healthcare and Covid19 has shown how important it is. New services including Airport, growing list of cancelled operations. EBITDA £3.5m-£4m - AHEAD of expectations of £3.4m Revenue £100m-£120m, below expectations of £120m Cash: £8.9m paying dividends (if they decide to declare a final, depending on feelings around covid19 and supporting the NHS.) Mcap=£33m TLY this morning: "This statement shows they are on the frontline working alongside the NHS frontline staff.. "In partnership with the NHS, Vocare and Greenbrook Healthcare: Totally's Urgent Care division, remain committed and focused on enhancing out of hours services and urgent care treatment, helping to relieve the pressures faced by the health services, especially at the current time." It didn't stop you and your mates from posting on the TLY thread this morning with your post which had nothing to do with TLY's news, did it??? Have YOU no shame.. Desperate or what.. https://uk.advfn.com/cmn/fbb/thread.php3?id=32815963&from=14500&to=14500
sikhthetech
14/5/2020
14:27
The employees of this company are working flat out in trying conditions all you do is hide behind your computer screen pushing out drivel SHOW some respect.
slicethepie
14/5/2020
13:45
well you would know why Maca posted it... ;-) "If you remember, on 23rd March they said the £1.7m firm order book for deliveries to end-June" The March TU was the early stages of the outbreak, so it was obvious that sales would naturally increase, as it did with every other suppliers... therefore, public do buy whatever is available. If you remember distillers started provided sanitiser to NHS for free. "So an impressive multiple, if shy of the 5x that might have been a genuinely unconstrained number." They say supply chain is working well, don't they? The sales have not increased substantially from their Apr update to now, given they state that Supply Chain is now working well. "The Group’s supply chain is working well despite the global shortage of biocidal ingredients, exacerbated by unpredictable national lockdowns and border closures." https://byotrolplc.com/wp-content/uploads/2020/05/2020-05-13-TU-IRI-SCJ-FINALpdf.pdf
sikhthetech
14/5/2020
13:31
If you remember, on 23rd March they said the £1.7m firm order book for deliveries to end-June compared to a historic number of around £0.35m. So the firm order book was around 5x the historic number. The question then was, would that mean actual sales could be expected to be 5x or would the supply chain constraints and the fact that the order book was so large mean that they wouldn't be able to add the normal amount of in-quarter sales (normal in relation to pre-quarter order book)? [Edited] We know they did £2.2m revenue in 1H FY20, so perhaps just over £1m in each quarter. If they are now heading for £3m+ in 1Q, that suggests that sales in the quarter are going to be around 3x historic (i.e. last year's). So an impressive multiple, if shy of the 5x that might have been a genuinely unconstrained number.
1gw
14/5/2020
13:21
The point of Maca mentioning the March number I guess is that it's the only time they explicitly gave an order book that ended at end-1Q. So it lets us compare order book ahead of quarter with current expectations for actual sales for the same quarter. 23rd March TU: £1.7m "firm orders currently sit at £1.7m for deliveries to end of June" They now appear to expect to do more than £3m in the quarter. "Sales in March and April both exceeded £1m and we are expecting to show similarly strong performance in May." So they are guiding to £2m+ sales in April and May (combined). But they also say they had a £2m+ order book at end-April. £1m of that presumably was for May delivery and most of the rest for June delivery I imagine, although some might be into the following quarter. So actual sales in the quarter appear to be heading for more or less double the firm order book as it stood at 23rd March, just ahead of the quarter.
1gw
14/5/2020
13:08
Macca, Why confuse the post by including March??? In April, they stated their orders for Q1, to June, were £2M+ Today, nearly a month later, their orders are still £2m+. But no longer mention June. Their orders for Q1 haven't increased substantially, even though supply chain seems to have eased and still no mention of orders to end of June.
sikhthetech
14/5/2020
12:56
I recall STT was very negative at 2p. I guess he went short then and has lot a lot so I actually have sympathy for him and wish him well,
the ghost who walks
14/5/2020
12:47
STT - they've sold £1m of product in April in the meantime. So order book goes down by £1m for orders dispatched in the month and goes up by £1m from orders added in the month.
1gw
14/5/2020
12:35
1gw "means they've added around £1m in orders in April doesn't it?" No it doesn't. They said they 'entered the new year with orders in exceeding £2m. Now they are still stating they had orders of over £2m at end of April.
sikhthetech
14/5/2020
12:27
Great to see that they're keeping the order book topped up as sales get delivered. £1m of sales in April and an order book of "over £2m" at end April (vs "exceeding £2m" at end March) means they've added around £1m in orders in April doesn't it? And that I think is without counting licence revenue. It looks like 1H will blow last year's £2.2m 1H revenue out of the water, doesn't it? It seems to me that we're currently looking at around £6m on a run-rate basis plus licence revenue.
1gw
14/5/2020
11:56
There hasn't been any increase in orders since their last TU, 3 weeks ago. I would have expected them to show continuing significant increases in sales going forward, especially for June, as it's only 2 weeks away!!. 3 weeks they stated - 24 Apr. "We entered the new financial year with a strong order book exceeding £2m and expect to generate record sales from products (i.e. excluding licenses, royalties and technical development deals) in the first quarter of the year." https://byotrolplc.com/wp-content/uploads/2020/04/2020-04-24-TU-FINAL-pdf.pdf They haven't changed that £2m orders - no mention of orders or significant increases for June - only 2 weeks from now!! "Sales in March and April 2020 each exceeded £1m and we are expecting to show similarly strong performance in May. Our order book at the end of April stood at over £2m. " https://byotrolplc.com/wp-content/uploads/2020/05/2020-05-13-TU-IRI-SCJ-FINALpdf.pdf Where's the significant increases in orders they mentioned 3 weeks ago??? I would have thought the expected orders for Q1 to have exceeded £3m by now. More Jam.
sikhthetech
14/5/2020
11:45
As the company puts in place licensing deals with "material minimum annual guaranteed payments" I wonder if it will consider a dividend before long?
1gw
14/5/2020
11:25
Cash has been declining for years... As of March 31st, 6 weeks ago they only had £1.7m cash, which missed Finncap's expectations of £2.6m. With only £1.7m cash, I wonder if they will have a placing soon. Cash: "Cash balances at 31 March were £1.7m." Expectation: £2.6m. Cash: fy2018 £3.85m fy2019 £2.8m H12020 £2.01m fy2020 £1.7m
sikhthetech
14/5/2020
10:08
An interesting question now is whether the byotrol24 licensees want to pursue the Target agreement - that would seem like an easy win for them once they have an efficient supply chain scaled up. And perhaps if Walmart was the other retailer (as evidenced by the byotrol24 product on their website) could the new licensees land them as well? At the AGM I seem to remember David Traynor saying that the second retailer was still interested but that it would want byotrol to put some marketing spend behind the product - something byotrol wasn't prepared to do at the time (risking precious cash resources) but the new licensees presumably would if they think the margin and/or exposure would be beneficial. hTtps://www.walmart.com/ip/Byotrol-Disinfectant-Cleaners-32oz-White/187615966
1gw
14/5/2020
09:42
Advanced Hygienics (identified as a "sister company" of Integrated Resources) distributes the (byotrol) red-cross (and Protect-8) hand sanitisers in the US. What chance they might look to put some financial resource behind that in parallel with the byotrol24 venture? hTtps://byotrolplc.com/american-red-cross-hand-sanitizer-powered-byotrol/ hTtps://www.redcross.org/store/first-aid-supplies
1gw
14/5/2020
08:42
The main negative at the moment is competition to secure enough base ingredients to make their end products. This could restrict sales and increase costs.Apart from that BYOT looks an attractive proposition especially with new royalty incomes.
nashwan123
14/5/2020
08:38
Whatever happened to all those long term deals following the Swine flu pandanmic.. A DECADE AGO, including deals in US. "The significant increase in sales is in part due to the concern regarding swine flu; however it can also be attributed to a greater appreciation of the qualities, efficacy and broad applications of Byotrol. " "We remain confident of the prospects for Byotrol " Distributors & Parners " Healthcare through our relationship with Synergy Health plc in Europe and through distributors in the US * Food and beverage, both through distributors and direct sales * Consumer products through our joint venture, Byotrol Consumer Products Ltd. " https://uk.advfn.com/stock-market/london/byotrol-BYOT/share-news/Interim-Results/40388101
sikhthetech
14/5/2020
08:38
My thoughts exactly 1gw,really pleased they have now given a bit more clarity and like you say more to come.
riddlerone
14/5/2020
08:33
The great thing about the longer-term deals is the visibility it gives, once they are up and running. The minimum guaranteed payments give a baseline of secure (subject to the financial health of the licensee) cashflow and if the licensee is successful then royalty payments should progressively build upon that. Moving from supply agreements to technology licensing should improve margin and free up resources for their organic sales efforts. And once they have done a number of these multi-year deals there should be fewer (confidentiality) concerns about releasing aggregated multi-year forecast information which would make life easier for finnCap and investors to build sensible cashflow models to facilitate valuation.
1gw
14/5/2020
08:28
From 2018/19 results Given the mix of Byotrol's activities, gross margin across the sales mix is not a particularly meaningful measure of performance and is better considered on a segmental basis where the gross margin in the Professional segment increased to 40% (2018: 20%), boosted by the acquisition of Medimark, and in Pet a slight decrease to 43% (2018: 47%). The increase in Consumer margin largely reflects the income from sale of patents and IP over 2018 and 2019, as discussed in the Chief Executive's report.
riddlerone
14/5/2020
08:08
rimau1 - your £10m-£12m is going to be underlying product sales isn't it, if current demand and current supply constraints persist for most of the year? What about licence revenue? If they do book several years worth of guaranteed payments (and as I say I am not sure they would but think under IFRS15 they might have to) on the Tristel Cache, SC Johnson and/or byotrol24 licence deals that could be another material amount, couldn't it? They wouldn't have the cashflow from the out-years but they might have the revenue in this year's accounts. And having done the US/byotrol24, the company is now looking to land other agreements, so there is potential for a number of other agreements to be concluded this year, and potentially all with minimum guaranteed payment terms. "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."
1gw
14/5/2020
08:03
Finncap retain their 9p target - and that would imply £9m revenues, which given the current £1m/month run rate may well be nicely exceeded. Once the increased demand is modelled to continue, as is likely imo in this new world, then that 9p target may be raised further: "Although we do not have FY 2021 forecasts at present, given the challenges of modelling the duration of demand, we reiterate our 9p target price, at which level a c.4.0x EV/Sales multiple would imply revenues of c.£9m. Given the current outlook, the likely fundamental shift that we are seeing in disinfection and the financial firepower that the two licensees bring, this is not an unrealistic outlook."
rivaldo
14/5/2020
07:47
The revenue expectation of £9m is disappointing. Compare that to their expectation of £6m, which was before the outbreak. They failed to beat the £6m revenue expectation even though the original expectation was before Covid19 outbreak. An extra £3m revenue with the biggest virus threat in years!!
sikhthetech
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