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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 -2.51% 5.825 5.75 5.90 5.975 5.825 5.98 737,598 15:19:02
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Chemicals 5.7 0.2 0.1 116.5 26

Byotrol Share Discussion Threads

Showing 9501 to 9521 of 9875 messages
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DateSubjectAuthorDiscuss
18/5/2020
08:37
It surely can`t avoid being bought. It`s so cheap, in the right sector etc etc
arcadian
18/5/2020
08:06
All right. I'll say it then. Seems like a strong start!
1gw
17/5/2020
19:48
Riddleone, "So EK has a price of 10p which values byotrol at £40M.So the question is What profit for 2020/21 £1m." £40m mcap!!! Byot made £250k on revenues of £6m. They MIGHT make £1m profit. If you think they are cheap £40m on a possible £1m profit in a YEAR's time then have a look at TLY... These figures are for fy2020, March, results due July. not speculation on what might happen over the next year.. TLY: Recent TU suggest £3.5-£4m ebitda on £100-£120m revenues.. and they have £9m cash... EBITDA ~£3.5m-£4m - AHEAD of expectations of £3.4m Revenue ~£100m-£120m, below expectations of £120m Cash: £8.9m paying dividends (they paid an interim divi... the final, depending on feelings around covid19 and supporting the NHS.) Mcap £35m!!!!
sikhthetech
17/5/2020
16:07
1gw, Finncap are indeed behind the curve, there is zero chance of £9m in FY21. Worst case scenario that H2 reverts to prior year H2 run rates is £4m add in £6m for H1 already gets you to £10m. Covid impact is worth £1m incremental revenue per quarter so £11m feels prudent but if trading continues in line with Q1 for the remainder of the year thats £12m easily. This is all underlying business and zero upfront payments for licensing. So i use £11m. Maintain cost of sales at 40% of income, grow sales and marketing costs in line with revenue growth, 50% R&D increase, maintain other admin costs flat vs prior year and extend the depreciation and amortisation profile. Gets us to £2m clean PBT. With £416m shares i arrive at a Forward PE of 13. Price target of 9p is a nice round PE of 20. The good news is that i take no account of tax credits or savings/synergies from the medimark Acquisition. H2 is usually stronger than H1 which i have not factored in. I also assume zero US income in FY21, all i account for is the upfront license fee and no other one off licensing payments. Finccap with sharpen their pencils after the interim results IMO. £9m is simply Q1 actuals outperformance and Q2-Q4 in line with H2 prior year run rates. Lazy. Sickinthehead - you are welcome
rimau1
17/5/2020
15:25
1gw "Personally I think finnCap are somewhat behind the curve now. " 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? As to Royalties, after being pressed on your "£m" misrepresentation, you've admitted that Solway's is "£300k" and not millions Your comment #5977: "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." You claim to have spoken to the Board about US partnerships but won't answer the simple question. 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?
sikhthetech
17/5/2020
15:08
Riddleone, "can you imagine the daily amount of product (all alcohol free) that will be needed in the 25K schools in England alone " I expect cleaning companies will use the most cost effective way to clean, whilst hopefully following guidelines. Children must be protected. WHO guidance on cleaning schools: ""The environmental cleaning techniques and cleaning principles should be followed as far as possible. Surfaces should always be cleaned with soap and water or a detergent to remove organic matter first, followed by disinfection. "In non-health care settings, sodium hypochlorite (bleach) may be used at a recommended concentration of 0.1% (1000ppm). Alternatively, alcohol with 70%-90% concentration may be used for surface disinfection." For those doing the cleaning, the guidance reads: "In non-health care settings, resource limitations permitting, where disinfectants are being prepared and used, the minimum recommended PPE is rubber gloves, impermeable aprons and closed shoes." https://www.walesonline.co.uk/news/uk-news/exactly-how-schools-cleaned-according-18262154
sikhthetech
17/5/2020
15:07
Personally I think finnCap are somewhat behind the curve now. It is interesting looking back at past notes. Thursday's morning note had a target price of 9.0p against a then current price of 4.7p. It did not have an FY21 forecast (other than saying the £9m revenue to justify their 9.0p target is "not an unrealistic outlook") and showed an FY20 (the year ending 31/3/20) estimate of £6m revenue and £0.3m adj EBITDA. If you look back to the 3rd August 2017 note, issued the day byotrol announced a placing at 4p/share, it also had a target price of 9.0p against a then-current 4.6p price. It quoted an estimate for FY20 of £9.7m revenue and £2.6m adj EBITDA. It anticipated byotrol doing a US deal in FY18 (y/e 31/3/2018) "Building upon recent EPA approval, Byotrol's 24hr anti-microbial claims are likely to attract a large US-based partner in FY18 leading to significant uplifts in subsequent FY19 and FY20 sales". So we've lost 2+ years in securing a US partner relative to that 2017 note and that is perhaps the major reason why the share price fell so far short of the earlier finnCap target over the following [edit] 2 years. FinnCap only upped their target price from 7p (back) to 9p on 17th April, before Thursday's deal announcement and without having visibility on FY21 or beyond revenues or earnings. I suspect they are being deliberately cautious at this stage given their past over-optimism and the lack of visibility. I look forward to the company providing finnCap and us with greater visibility going forward and would hope finnCap can indeed up their estimates again at that point. Key to that I think will be some transparency around aggregate "guaranteed" future cash payments under the portfolio of license agreements. It would also be very helpful to understand the indicative royalty rates in the individual agreements, or even for the portfolio as a whole. Finncap do some numbers in Thursday's note on the basis of a 3% blended royalty rate on the US deal, but it's not clear if that has been sense-checked with byotrol. The great thing about licence deals is that they are essentially "pure" profit I think once they have been done. Licence deal up-fronts/minimum guaranteed cash payments should go straight to (pre-tax) profit at some point (if not immediately) and cashflow, as should any royalty earned above these minimum guaranteed levels.
1gw
17/5/2020
13:49
Riddleone, "So EK has a price of 10p" Finncap the company broker stated 9p weeks ago and the share price still never reached it, so why should it now. Obviously, after buying in he would quote a higher price as he wants to make a quick profit. He also used the word "APPARENTLY"... "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." Read EK's 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
sikhthetech
17/5/2020
10:59
Aside from the huge upcoming demand for disinfectants and Professional Hand Sanitisers and dispensers in the workplace can you imagine the daily amount of product (all alcohol free) that will be needed in the 25K schools in England alone when they begin to open.What an opportunity for the right products and the companies that hold a licence to produce it.
riddlerone
16/5/2020
22:04
Sickinthehead, I hope your short up to your neck. Looks like another strong run on the cards next week. It’s hilarious that the three covid stocks I have made huge profits on each have a resident shorter spending 24hrs a day trying to bring the stock price down. They must have lost vast sums of money. Hey sickinthehead, You better phone the council and put yourself on the council house list.
a.fewbob
16/5/2020
21:49
I bgt more on Friday thankfully
techair
16/5/2020
21:47
Pardon STT? Can't hear you
techair
16/5/2020
19:02
So EK has a price of 10p which values byotrol at £40M.So the question is What profit for 2020/21 £1m...£2M either way still much cheaper on a PE basis than TSTL
riddlerone
16/5/2020
18:32
1gw ""£ m" is meant to represent an unknown amount - which I thought would have been perfectly clear." It's implying an unknown amount in the millions... English dictionary definition.. https://www.collinsdictionary.com/dictionary/english/m_1 The fact you say "Now some of the £m may be £k this year" in the 'small print' clearly shows that you were implying millions. So Solway Actizone, an existing agreement, is thousands not millions... You clearly knew what the royalty fig from Solway was. Why didn't you put that figure in the Solway column then? What about Advanced Hygienics??? 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?
sikhthetech
16/5/2020
18:10
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
17:40
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
15:11
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
14:42
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
11:38
Should excite the share price a little at open on Monday.
eeza
16/5/2020
11:26
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
18:30
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
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