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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
  -0.15 -2.31% 6.35 6.30 6.40 6.50 6.35 6.50 766,083 09:40:18
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 9476 to 9499 of 11275 messages
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DateSubjectAuthorDiscuss
16/5/2020
17:10
For the avoidance of doubt my post on "building blocks" was not intended to suggest that byotrol would record any specific amount from any of the royalty line items, either as revenue or as cash (and the 2 may be very different). As I say in the post, it might be £k rather than £m (i.e. it might be thousands rather than millions) for some of them. In fact we can already presume I think that the cashflow number for Solvay Actizone is £0.3m (the payment received on 2nd April) plus the final guaranteed payment due under that agreement for this year. These cash payments from Solvay have already been booked as revenue (as I understand it) on a discounted basis so there will be little or no revenue contribution from the Solvay minimum guaranteed payment(s), but there will be cashflow. On the other hand for the licence deals announced this year (and possibly Tristel cache) there may be significantly more revenue than cash, depending on how IFRS 15 works for the specifics of each deal and how material the future guaranteed minimum payments are. The point of the post was to argue that there is a lot more than byotrol's own product sales (or "order book") to take into account when trying to value the company or to estimate this year's revenue and cashflow. "£ m" is meant to represent an unknown amount - which I thought would have been perfectly clear.
1gw
16/5/2020
16:40
1gw, You claim to have attended the agm and spoken about US contracts and are now suggesting that Byot will make millions from Royalties this year. Looking at your list, you're suggesting they will make £17m revenues from products and royalties. Byot have only stated orders for Q1. Finncap have currently stated £9m, so neither are suggesting anything near your figures. Advanced Hygienics (AH) has been a partner for THREE yrs. Have they had meaningful royalties over the last 3 yrs? Royalties from an established deal would give a rough idea as to what can be expected. Was it £millions then? 1gw14 May '20 - 17:37 - 5918 of 5960 2.000 6 1 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?
sikhthetech
16/5/2020
14:11
and to show EK's trading on AVCT, which is mentioned in Rivaldo's post... 4th May, he tipped them and bought at 110p then 107p.. https://masterinvestor.co.uk/evil-diaries/evil-knievil-in-lockdown-nirvana/?utm_source=Daily+Bulletin&utm_campaign=5b4a908813-Daily_Bulletin_2020501_COPY_01&utm_medium=email&utm_term=0_25eff0bb7f-5b4a908813-34898813&mc_cid=5b4a908813&mc_eid=db9f9bbaf2 and 2 weeks later, he sold at 127p. only 13% on his 110p purchase, even though there was no change in the newsflow. https://masterinvestor.co.uk/evil-diaries/evil-knievil-weekend-punting-medley/?mc_cid=f355daa729&;mc_eid=db9f9bbaf2 I wouldn't be surprised if EK sells if there's a small spike on Mon and he sees a similar small profit on his 6p. Nothing wrong with the trading but it's just that, trading on small profits,
sikhthetech
16/5/2020
13:42
Evil Knievil (EK), Simon Cawkwell, is a trader and well known as a short seller. He famously shorted Blinkx (blnx), Quindell etc as the gang on here well know. Quotes from this article: "'I work on the assumption that I'm intellectually superior to 99 people out of 100 and I'd give the other man a good run for his money,' he says." "'I think very quickly and carefully. The fools panic and I don't panic.' 'I love a crisis because that's when people are stupid,' he said with a broad grin. The working class are incredibly stupid. You can sell them anything if you appear to sell it sincerely. 'I've always liked fast-moving markets because the fools make more mistakes so I'm able to profit by it.'" https://www.financial-spread-betting.com/Evil-Knievil.html Master Investor also tipped the new blnx, now TRMR, in Jan at 156p. They are currently 126p!! Read the Company news and do your research. Read all bull/bear points and form your own opinion. It's your money.
sikhthetech
16/5/2020
10:38
Should excite the share price a little at open on Monday.
eeza
16/5/2020
10:26
Evil Knievil has been buying in here at 6p....this from last night's diary: Https://masterinvestor.co.uk/evil-diaries/evil-knievil-weekend-punting-medley/?mc_cid=f355daa729&;mc_eid=db9f9bbaf2 "However, having this morning sold 70,000 Avacta (LON:AVCT) prematurely at 127p, I was hotted into another Covid stock, Byotrol (LON:BYOT) at 6p. Apparently the target price is much much higher – 10p first stop."
rivaldo
15/5/2020
17:30
1gw, What's wrong with just taking a position and waiting to see how it plays out? Why try so hard to persuade others into buying off the back of dubious speculation? Is it just so you can get out on an artificial spike and onto the next big thing? Byot failed to meet the expectations for fy2020 despite the huge opportunities presented by Covid19. Why not wait until the next update?
sikhthetech
15/5/2020
16:01
A strong finish to the week with good volume the last 2 days. I see from the RNS yesterday and Flagstaff's linkedin that we now have "Flagstaff Strategic and Investor Communications" on board. I wonder if that is linked to the relaunch that was talked about in the interims. With the announcement of the recent deals and the arrival of Flagstaff perhaps we won't be too far away from the point mentioned in the interims when byotrol expects "all the recent efforts to then become visible in results and projections." hTtps://www.linkedin.com/company/flagstaffcomms/
1gw
15/5/2020
13:20
This firm is a sitting duck for a buyer who will see the value and prospects. That 9p and some may come much faster than we thought.
arcadian
15/5/2020
12:57
exactly as expected and predicted yesterday... sikhthetech14 May '20 - 22:47 - 5929 of 5967 Edit 0 1 1 Techair, this is exactly what 1gw and his mates with their dozens of ids have been doing for years... the id '1gw' must be protected, the cheerleader, and the one whose posts MUST be read by all newbies and those who can be swayed. Read the top posts, majority 1gw's. Everyone is backing him and noone to counter his views. It helps with the pump/dump. Nothing new, when the gang with the multiple ids want to pump and dump. You guys using your dozens of multiple ids have done the same on many threads... just look at rthm/Trmr as an example... This is 1gw and his mates true colours when their posts are challenged. https://uk.advfn.com/forum/search?q=2010&post_poster=on&post_post=on&;index=posts&thread_id=43109485 https://uk.advfn.com/forum/search?q=loaf&post_poster=on&post_post=on&;index=posts&thread_id=43109485
sikhthetech
15/5/2020
12:51
Due a decent run again here. (haven't sold down any ).
scottishfield
15/5/2020
12:48
Meanwhile....the share price continues to rise. 1gw, your patience is admirable :o)) It allows the thread to continue to be informative and useful, to holders like me and newbies alike . Please continue in that vein!
rivaldo
15/5/2020
12:46
Ditto. Life's too short to bother with w*nkers.
eeza
15/5/2020
12:44
I have filtered Sikh on so many threads and life is so much sweeter without him/her
arcadian
15/5/2020
12:10
Trader - agreed and STT duly filtered...there's enough tosspots in this world as it is.
milesy
15/5/2020
11:49
1gw, You claim to have attended the agm and spoken about US contracts and are now suggesting that Byot will make millions from Royalties this year. Looking at your list, you're suggesting they will make £17m revenues from products and royalties. Byot have only stated orders for Q1. Finncap have currently stated £9m, so neither are suggesting anything near your figures. Advanced Hygienics (AH) has been a partner for THREE yrs. Have they had meaningful royalties over the last 3 yrs? Royalties from an established deal would give a rough idea as to what can be expected. Was it £millions then? 1gw14 May '20 - 17:37 - 5918 of 5960 2.000 6 1 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?
sikhthetech
15/5/2020
11:28
1gw, You still ignoring the question... Advanced Hygienics has been a partner for 3 yrs. Have they had meaningful royalties over the last 3 yrs? Or is it all baseless ramping as usual... I see lots of tiny trades going through £5.60, £47.49, £57.98 etc etc... Is that you and your mates 1gw to push up the share price to make it look like there's interest... explains the long baseless ramping posts, doesn't it?
sikhthetech
15/5/2020
10:59
Too early to comment on 'good cashflow'. They missed the cash expectation for March 2020 and have had declining cash balances for years. Most of what you say is baseless ramping. Best read the company news...
sikhthetech
15/5/2020
10:54
That's part of normal working capital calculations and since they refer to an invoice discounting facility in the April TU, clearly they have a way of monetising receivables to finance growth if they need to. But cashflow should look good this year I would have thought. They've lost the costs of the US business, lost the supply costs for SC Johnson and don't have any contingent payment to make to Medimark sellers. They also expect to deliver some synergies from the Medimark integration. They have the up-front from the byotrol24 deal and any royalty payments (quarterly for byotrol24) or minimum guaranteed payments that are due. They already received £0.3m [edit: £ not $] on 2nd April, which I guess is the minimum guaranteed payment on the Solvay deal that was due last year. So plenty of cash positives to offset increased working capital associated with growth of the product supply business. They could presumably monetise some of the future stream of minimum guaranteed payments on the various licensing deals as well if they needed to.
1gw
15/5/2020
10:27
1gw "building their own manufacturing plant? i.e. they effectively rent capacity in someone else's manufacturing plant." Yes and where in my post did I say that they need to build a manufacturing plant to increase capacity? I said: "With £1.7m cash, as of 31st March, I wonder if they will have a placing soon to help pay for increasing capacity?" Let me rephrase it in a simpler way for you then... Given they are selling all they can make, how much extra rent would they have to pay to increase capacity.. Say they wish to double the current output.
sikhthetech
15/5/2020
10:16
You understand that byotrol operate a tolling model rather than building their own manufacturing plant? i.e. they effectively rent capacity in someone else's manufacturing plant. And of course where they outlicense the technology, such as Americas byotrol24, SC Johnson, Tristel Cache and Solvay, it is the licensee that is responsible for manufacture.
1gw
15/5/2020
10:02
If they had to increase manufacturing capacity then have they got the cash to do so? With £1.7m cash, as of 31st March, I wonder if they will have a placing soon to help pay for increasing capacity? Cash balances have been declining for years.. Cash: fy2018 £3.85m fy2019 £2.8m H12020 £2.01m fy2020 £1.7m (expectation was £2.6m)
sikhthetech
15/5/2020
08:03
Riddlerone, "Manufacturing capability".. Given they are already 'selling all they make" how much would it cost to increase manufacturing capability?
sikhthetech
15/5/2020
08:01
Given it is "only" a 10 year deal with "material minimum annual guaranteed payments" the licensees are incentivised to get on with it I would have thought. And that's in addition to common sense dictating that they should try to catch the current demand spike. I would hope they have a supply chain ready to go and have a contract pretty much ready with 1 or more retailers. I'm watching the byotrol24 site and the facebook page to see when the message on (un)availability there changes.
1gw
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