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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
  0.00 0.0% 6.35 6.20 6.70 - 0.00 07:33:37
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Chemicals 6.1 -0.0 0.1 79.4 28

Byotrol Share Discussion Threads

Showing 9426 to 9446 of 11275 messages
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DateSubjectAuthorDiscuss
14/5/2020
20:13
Did Byot give up or was it Target didn't want to continue? They initially announced their trial at Target stores 2 yrs ago. It was supposed to end 6 weeks ago, end of March. Given the trial continued for a long time and was extended to only a few more stores, I think Target wanted further data but were still unhappy so ended it. The reviews on the products were mainly from those who received free samples, so not really inpartial. https://www.target.com/p/byotrol24-lavender-morning-disinfectant-cleaner-plus-24-hour-surface-sanitizer-25-fl-oz/-/A-76150265
sikhthetech
14/5/2020
18:28
Sounds like they've given up on doing US retail sector themselves, hopefully? If that is the case, it's a good move. It's a money pit where the only winner in the first two ears is the retailers. Even more costly than UK retail sector.
paraguay
14/5/2020
18:22
and whatever happened to all those deals, some global, following the Swine flu pandanmic when they were also confident of the prospects for Byotrol????.. A DECADE AGO, so not overnight!! There was a placing after they announced all these deals a decade ago, so wouldn't be surprised if there is one soon... "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 yet, despite the huge increase in sales, they still had placings after Swine Flu outbreak... 29-08-15 .. £1.4m 25-06-14 .. £1.25m 25-06-13 .. £0.50m 21-10-11 .. £2.46m
sikhthetech
14/5/2020
18:03
"Byotrol have said today they are "optimistic that high levels of demand will continue for the remainder of the first half at least" Yes and they have only provided orders for Q1. Their orders could start to decline post Q1, which could also mean that their fy orders could be nearer £5m than £12m... No one knows... So you think everyone should ignore the factual figures but concentrate on the multi year, jam tomorrow???? Advanced Hygienics has been a partner for 3 yrs. Have they had meaningful royalties over the last 3 yrs? and Whatever happened to Rentokil? Was that also a multi year deal? Or is it all baseless ramping as usual...
sikhthetech
14/5/2020
17:12
The finnCap £9m is a back-calculation to justify their price target, not a bottom-up forecast. Byotrol have said today they are "optimistic that high levels of demand will continue for the remainder of the first half at least" Who knows beyond September, but by then I imagine there will be concerns about what's going to happen over the northern hemisphere winter flu season, so it is conceivable there will be another leg up in demand. And as they appear to be supply constrained at the moment ("We continue to make and supply as much...as we can") presumably there is potential to move up above the £1m/month level if they can debottleneck or expand production. But the point is that to focus on the near-term "order book" is to risk losing sight of the multi-year guaranteed payments and royalty income that can come from the portfolio of licence agreements.
1gw
14/5/2020
17:09
"or will meaningful royalties come in from the US red cross deal if Advanced Hygienics can find funding for marketing and production?" Advanced Hygienics has been a partner for 3 yrs. Have they had meaningful royalties over the last 3 yrs? And whatever happened to Rentokil or the exports to Kyorin Pharma, the Japanese company, also mentioned in this report. Did they produce meaningful revenues? Despite all these longstanding deals they still only made £6m revenue for fy2020, March. "A long-standing US partner, Advanced Hygienics Inc, has signed a licensing agreement with the American Red Cross. Under the agreement, Advanced Hygienics will be manufacturing and distributing Byotrol-formulation hand sanitisers as an official licensed product under the American Red Cross brand in retail and B2B channels. " https://byotrolplc.com/wp-content/uploads/2019/05/2017_Annual_-Report.pdf
sikhthetech
14/5/2020
16:58
"£12m product sales (annual based on Mar-May run rate)" They have already stated that they expect the high run rate to ease. So it's unlikely to be £12m. Finncap have stated £9m. "Whilst we expect the current very high levels of demand to ease at some stage over the course of FYE 2021, " https://byotrolplc.com/wp-content/uploads/2020/04/2020-04-24-TU-FINAL-pdf.pdf
sikhthetech
14/5/2020
16:37
Just as a reminder of the building blocks for this year: £12m product sales (annual based on Mar-May run rate) £ m royalty/minimum guaranteed payment Americas byotrol24 £ m royalty/minimum guaranteed payment SC Johnson Invirtu £ m royalty/minimum guaranteed payment Tristel/Cache £ m royalty/minimum guaranteed payment Solvay Actizone £ m royalty Tristel new formulation (+ any increase in actizone supply sales over Apr-May rate) Now some of the £m may be £k this year, but it seems to me byotrol is putting together an impressive portfolio of licence deals. And even so you could argue it is only just getting started: how many more deals can it do like the Tristel/Cache one to license non-core technologies to companies whose products are under regulatory threat? how many more geographies could it license byotrol24 in? can it license Invirtu in various geographies, or will meaningful royalties come in from the US red cross deal if Advanced Hygienics can find funding for marketing and production?
1gw
14/5/2020
16:16
Perhaps if you phoned the company and spoke to David Traynor he may be able to tell you a bit more the deal. I dare you!
slicethepie
14/5/2020
16:08
Dan, good post.. You and me both... I too was expecting their revenues to be substantially higher given the supposedly huge demand at the moment and them stating that supply chain is working well... You got 3 down votes - The rampers and their mates are desperate for readers not to see our posts... I wonder why? Dan_the_Epic14 May '20 - 07:32 - 5871 of 5914 0.100000 3 3 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?
sikhthetech
14/5/2020
16:02
Your second lie is that mud bath is a mate. I research my holdings thoroughly, speak to management, attend agms and any presentations they are making. Have you ever spoken to David Traynor or attended an agm? If yes to either of those I think others would give you some time.
slicethepie
14/5/2020
15:46
You first lie is that the accounts were unqualified
slicethepie
14/5/2020
14:54
I own shares in both companies but unlike you I do not post repetitive lies. The fact that you don't even understand qualified / unqualified accounts says it all. They put up with you on the tly thread only because it is your thread.
slicethepie
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
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