Byotrol Share Discussion Threads

[sikhthetech] 18/6/2020 18:18

Best1467

"keep constantly posting the same View which could be correct But why not see what the numbers tell us when announced."

That's exactly what I keep saying when 1gw and his mates keep posting misleading, speculative rubbish and contradict what the company are actually publishing. Wait until the company provides the next update.


Read the company newsflow...

[best1467] 18/6/2020 18:08

I’m not one for been aggressive to posters what ever there view or agenda but I pop in to this thread once a week or 10 days since taking a position a few months ago and Stech you just keep constantly posting the same View which could be correct But why not see what the numbers tell us when announced.
I’m of the opinion as I’ve said they should see constant decent digit growth for a number of years with the IP I could be wrong but I don’t need to keep posting let Numbers do the talking

[1gw] 18/6/2020 15:06

And since I'm in the mood, the other point to remember is that that £1m/month sales rate is supply-constrained, as you can see from the patchy retail availability and their comments on making and selling as much as they can. So the unconstrained demand rate is presumably well north of £1m/month. Therefore even if the demand falls back a bit, if supply picks up then they could still do £1m/month [edit - or actually they could do more than £1m/month with more supply even with lower demand].

From the 14th May TU

"We continue to make and supply as much of our excellent technologies as we can and expect the current record level of sales to persist in the short term and potentially beyond."

[sikhthetech] 18/6/2020 15:05

Record levels in the 1st QTR, ie to June... then optimistic of high levels, not record levels for remainder of H1...

The supply chain is working well, despite your BS that they are having supply chain issues...


Perhaps you should learn to read, 1gw?????



It's in black and white:


"As we start a new financial year, we are pleased to report that sales momentum remains strong. We expect to generate record sales in the first quarter of the year and are optimistic that high levels of demand will continue for the remainder of the first half at least.

Sales in March and April 2020 each exceeded GBP1m and we are expecting to show similarly strong performance in May. Our order book at the end of April stood at over GBP2m. The Group's supply chain is working well despite the global shortage of biocidal ingredients, exacerbated by unpredictable national lockdowns and border closures."

[1gw] 18/6/2020 14:59

Incidentally, the comment on May revenue in that extract rather puts that post 6049 of yours to shame doesn't it? The one you keep spending your fraction of a coin on to keep it in the promoted posts box above.

[1gw] 18/6/2020 14:56

What DT actually said in the Core Finance interview was that he did expect [the strong demand] to endure, but he was uncertain at what level it would endure and that in a couple of months time they could get a better view on that.

My hearing of the relevant bit was:

"So we're going to let it run for a month or so more so that we can be a bit more certain when we do actually put out those numbers. But again, you know, £1m March, £1m April, £1m May I'm hoping. The run-rate is significantly higher for product sales but also we're doing licensing and technological development agreements as well that will add to that as well, so we are feeling already pretty good about our numbers for this new financial year. The question is how long is it going to endure? I think it will endure for quite some time but at what level is it going to endure and what is the new world going to look like? And I would say in a couple of months time we could get a better view on that."

[sikhthetech] 18/6/2020 14:16

The company already stated that they don't expect the high rate to continue, so Finncap are reiterating what the company have stated...

There was an initial surge due to Covid19 and there's no suggestion the from the company that these will continue throughout H1 and into H2.


So expect May & June with strong orders.

Crucially, how many repeat orders are there?


After the biggest opportunity presented to Byot..the forecast is for fy2021, 1 years time, is Ebitda of only £1.1m and pre-tax of £700k...


With this great opportunity, the forecasts only £4m increase in revenues and £800k increase in adj Ebitda.

That suggests potential is already factored into the current price and if anything, the mcap is too high..

[1gw] 18/6/2020 14:00

milesy - well we're getting into update territory I think, which would provide the excuse for a decisive break one way or the other (hopefully upwards). In one of the 20th May interviews DT talked about letting it run for a month or so more before providing guidance and again something like "in a couple of months time we could get a better view on that..." (i.e. how long the demand spike will endure).

finnCap have helpfully provided some "market expectations" in terms of their £10m revenue estimate for the year, so I think that sets things up nicely for byotrol to produce an "above expectations" TU. Given the £2m orderbook they have talked about in recent updates and the fact that they were doing around £1m product sales a month, that suggests the order book gives 2 to 3 months visibility (assuming some in-month sales). So by the end of this month they should have a very good handle on Apr-Jun revenue and reasonable visibility on Jul-Sep revenue I would have thought - i.e. they could guide to 1H revenue with fairly high confidence. If they think they will be able to average around £1m/month product sales through to the end of September and if they expect to book materially higher licence revenue (guaranteed payments) than finnCap assumed in their estimate then that should allow them to give "above expectations" guidance for the full year I would have thought. We won't know until they do it, but the (admittedly anecdotal) evidence of retail availability suggests to me they might still have demand running ahead of supply.

[1gw] 18/6/2020 13:48

I think they're just not geared up to selling retail through the medimark site. I would like to see them add links to retail distributors so that at least people who end up on the medimark site looking to buy can be pointed in the direction of official distributors.

[brownson] 18/6/2020 12:49

On my recommendation, a friend tried to buy invertu for her business. The postage and packing of 16.85 on her order stopped her in her tracks and she has bought an alternative. Crazy

[milesy] 18/6/2020 12:47

At the risk of repeating myself, that triangle on the chart looks so close to breaking out.

[1gw] 18/6/2020 10:29

Availability (& price)

The Medimark site now has the 4 in 1 back in stock. By the time you add tax and (huge) shipping costs to the headline price, it seems to work out more expensive buying 6x750ml direct from Medimark than buying 3 lots of 2x750ml All Clear from homeandcleaning (and much cheaper to buy the 5l from homeandcleaning if you already have the spray bottles to refill).

Boots still out of stock on hand sanitiser, unless they have been in stock and out of stock again before I noticed.

So very much still patchy availability it seems

All anecdotal of course and we know the vast bulk of their revenue came from professional and pet rather than non-pet consumer (interims). It will be interesting to see if Covid19 changes that.

[abbynat] 17/6/2020 11:09

action, at last!

[vanadiumx] 16/6/2020 19:18

It is a great looking chart.

[best1467] 15/6/2020 17:25

They desperately need to get on top of increasing product supply while demand is mind blowing if we can’t break £1million sales PM I will be amazed

[milesy] 15/6/2020 10:58

Interesting symmetrical triangle on the chart looks like it's gonna break soon

[football] 14/6/2020 23:42

No cos the alcohol is OK as they don't drink it and it doesn't change their mental state

[sikhthetech] 14/6/2020 21:14

Number sold & repeat orders:

During this period where there's a surge in sales of cleaning products Home & Cleaning managed to sell only 180 5l bottles of One Clear - still have 148 remaining.




another seller - Invirtu 50ml sanitiser
2 sold, 10 remaining






Byot need REPEAT SALES.... How many customers are repeat buying???

[sikhthetech] 14/6/2020 19:47

The company is expecting May and June to show high level of demand, ie Q1.

What is important is continuing high level of demand for Q2 and beyond?

What is important is the level of repeat orders?

[1gw] 14/6/2020 14:46

Availability - looks like the Boots 50ml product is back in stock online today.
[Edit: as of 14:51 it appears to be sold out again]

Also, I hadn't noticed before but on the Amazon site someone has responded to the review saying the 5l "All Clear" branded surface disinfectant is "fake" by stating they work for byotrol and can confirm it is an authorised product. Unfortunately you have to open up the "comments" to see this and the reply (presumably from the seller, Assured Products Ltd) also stating it is genuine and advising customers to contact byotrol if in doubt.



It strikes me it might help to add the label to the Medimark site "Products" page (even if that particular label isn't available through the Medimark online shop), so that at least potential customers of Assured Products Ltd can see the label on the Medimark site and be reassured. It might also be helpful to expand the "where to buy" page to list authorised distributors/partners for retail customers - at the moment it appears aimed at professional customers.

[sikhthetech] 13/6/2020 12:39

supernumerary,

absolutely, many companies are on a PR blitz... new ads appearing...

Seen Mydis being advertised several times.... Never heard of them before but they pushing ads..also mention made by 'IWS'..