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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
  0.05 0.72% 7.00 6.90 7.10 7.00 6.95 6.95 1,586,486 12:39:11
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Chemicals 6.1 -0.0 0.1 87.5 31

Byotrol Share Discussion Threads

Showing 9676 to 9698 of 10900 messages
Chat Pages: Latest  388  387  386  385  384  383  382  381  380  379  378  377  Older
DateSubjectAuthorDiscuss
21/6/2020
16:30
1gw, Clear Evidence??? Based on what??? 1 week you look at their website and come up with it's CLEAR evidence. Byotrol at Target initially was showing sales of Byot products during the trial - it was never rolled out, despite the trial running for nearly 2 YEARS... Was that CLEAR evidence? Let's look at the facts... Out of 32 products listed, 11 showing as sold out... Empty bottles, pumps, dispensers... you would expect those to sell out during the early days of lockdown... They are not items you would regularly reorder, are they? Apart from 1 lot of wipes, all other products are petcare products.. Hardly CLEAR evidence... Are you Trump's advisor!! lol 1gw19 Jun '20 - 08:49 - 6165 of 6173 0 1 0 Clear evidence of being supply limited I would have thought, for anyone who cares to look. Apart from the Boots hand foam situation, a lot of products are showing "sold out" on the Medimark site. There is a big difference I would suggest between a supply chain working well in very difficult circumstances and not being supply-constrained at all. hTtps://medimark.myshopify.com/collections/all
sikhthetech
21/6/2020
14:17
I thought you was talking about STT's last post
football
21/6/2020
10:18
Last post has been posted 100 plus times don't click on the link!
slicethepie
20/6/2020
19:28
Supply is key but the fact is it canned addressed
1rookie
20/6/2020
09:40
Toeholds in South Africa? hTtps://j-core.co.za/sanitation/ hTtps://www.peststore.co.za/product/workplace-hygiene-combo/
1gw
20/6/2020
08:16
Availability - Assured Products offering 5 litre byotrol All Clear through Amazon again. Pricing is £1 less than on their own site (homeandcleaning.co.uk) and £1 more than on the ebay listing found by stt (with further discounts on ebay if you buy more than 1).
1gw
19/6/2020
08:25
For example, suppose your manufacturing contract allows you to order 1m bottles in a given period, but due to exceptional demand you ask if the manufacturer can increase to 2m bottles, and in the end you are supplied with 1.5m bottles. Then I would say your supply chain is working very well, having not only managed to overcome the covid19-related problems (biocidal ingredient shortage, national lockdowns and border closures) but also managed a 50% increase on the contractual quantity. But you still received 0.5m bottles fewer than you could have sold, which means you are supply-constrained.
1gw
19/6/2020
07:49
Clear evidence of being supply limited I would have thought, for anyone who cares to look. Apart from the Boots hand foam situation, a lot of products are showing "sold out" on the Medimark site. There is a big difference I would suggest between a supply chain working well in very difficult circumstances and not being supply-constrained at all. hTtps://medimark.myshopify.com/collections/all
1gw
18/6/2020
22:21
1gw, Please feel free to discuss... The May update FROM THE COMPANY: 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." https://uk.advfn.com/stock-market/london/byotrol-BYOT/share-news/Byotrol-PLC-License-Agreements-and-Update-on-Tradi/82453079
sikhthetech
18/6/2020
21:52
1gw "You appear to have taken your speculative punt at about 2p" It was a lot less than 2p and my reason "purely on the basis the Coronavirus will keep people interested and 1gw and his mates are pumping these" was spot on and AS EXPECTED, AGAIN.... Not bad, eh - you sound upset for getting it wrong again... However, the share price is now gone up 3x, yet Finncap forecast shows only £10m revenue, against £6m and £1.1m adj ebitda against £250k, so an increase of only £800k. So I believe the potential is already in the price And that's going by company/broker newsflow not your hyped up speculation... EVERYONE SHOULD READ THE COMPANY/FINNCAP NOTES...
sikhthetech
18/6/2020
21:27
Quite 1gw...how prescient in knowing of your confidence in a forthcoming major deal...and so it came to pass.
milesy
18/6/2020
18:31
sikhthetech - 560+ posts by you on this investment bulletin board since 23rd January this year by my count. You appear to be a master in not taking a (material) position and not waiting to see how it plays out! You appear to have taken your speculative punt at about 2p because you felt it was being "pumped". Given we're now at about 6p some 5 months later, do you think this is all one big artificial spike? ---------------------------------------------- sikhthetech 27 Jan '20 - 14:49 - 3973 of 6160 0 0 3 I bought some earlier...purely on the basis the Coronavirus will keep people interested and 1gw and his mates are pumping these.... Will look at selling before any TU... Obviously 1gw won't be selling ANY as he's confident of a major deal closing soon, will you 1gw??? ;-)
1gw
18/6/2020
18:14
Best "you just keep constantly posting the same View which could be correct But why not see what the numbers tell us when announced." "Numbers do the talking" Yes Best1467, as 1gw says, it's an investment bulletin board to swap information, insights, conjecture, speculation.... Isn't it better if you 2 talk direct to each other rather than use me as a messenger, as it's you 2 who are disagreeing with each other's views. Perhaps a 'Social Bubble' lol ;-)
sikhthetech
18/6/2020
17:58
sikhthetech - this is an investment bulletin board. What is it for if not to swap information, insights, conjecture, speculation about the company? As someone who has built a position in the company from October 2017 and has followed it for at least a year or two before that I enjoy talking about its prospects and feel I understand it well enough to offer relatively informed research and speculation. There's nothing wrong in taking a position and waiting to see how it plays out, but if that's what you want to do then why would you participate in an investment bulletin board?
1gw
18/6/2020
17:24
Best "Let numbers do the talking" Yes, 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?
sikhthetech
18/6/2020
17:18
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...
sikhthetech
18/6/2020
17:08
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
best1467
18/6/2020
14:06
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."
1gw
18/6/2020
14:05
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." https://uk.advfn.com/stock-market/london/byotrol-BYOT/share-news/Byotrol-PLC-License-Agreements-and-Update-on-Tradi/82453079
sikhthetech
18/6/2020
13:59
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
13:56
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."
1gw
18/6/2020
13:16
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..
sikhthetech
18/6/2020
13:00
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
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