Byotrol Share Discussion Threads

[sikhthetech] 25/6/2020 15:09

How much did Byot earn from Advanced Hygienics???? You seem to go quiet when that question is asked?


Advanced Hygienics (AH) has been a partner for THREE yrs.
Have they had meaningful income over the last 3 yrs? Income from an established deal would give a rough idea as to what can be expected. Was it £millions then as you're implying?
I'm sure Finncap would know and used that in their model.


Given you've spoken to the management about their US operations, how much income did AH generate for Byot???

[1gw] 25/6/2020 15:06

And then there's South and Central America of course. Given what's happening with coronavirus there, might we see the byotrol24 licensees try to do something there?

"The license is 10 years in term and gives exclusive rights over Byotrol 24 and patents that support it in the Americas, subject to certain clawback rights. "

[sikhthetech] 25/6/2020 15:04

1gw,

Yes with all this potential to look forward to, 1gw, you and your mates will be buying millions more and won't sell a single share until the fy2021 TU???

So again:

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?

[1gw] 25/6/2020 15:00

And looking forward, it seems to me demand must really be picking up in the UK at deep-cleaning companies as lots more businesses re-open and demand regular deep cleans. Looking further ahead in the UK, I can imagine some stockpiling may happen ahead of a feared winter increase in coronavirus cases, even without a "second wave" sometime ahead of that.

Outside the UK, the US is clearly having difficulty controlling the spread of coronavirus in some states and I would have to think there's still huge potential for byotrol24 if the licensees can sort out the supply chain.

The intriguing thing for me is what is happening in Asia for byotrol and I look forward to some insights into that in a future TU. The Carexpro video that was posted looked good, suggesting some marketing budget there and the Hong Kong airfreight suggested a good market opportunity there. The apparently Singapore-based investor was an interesting development as well. Japan, South Korea and China appear far ahead of the US and Europe in terms of regular use of hand sanitiser and surface disinfection becoming the norm (ref videos on schoolchildren going through their disinfection routine on arrival) and I have to think there would be huge demand there if byotrol can get a viable supply chain set up, or good licensees.

[sikhthetech] 25/6/2020 14:54

1gw

"I'm looking for signs that demand continues to run ahead of supply, and I think I'm finding them."

No you're not. You found bottles, pumps and some pet products which had sold out on the Medimark website during 1 week and decided that was 'clear evidence'!!! Really...

How many repeat orders will there be for bottles or pumps, after the initial demand???



"we can and expect the current record level of sales to persist in the short term and potentially beyond. "'"


Yes, as stated, DT states that he EXPECTS RECORD levels in the SHORT TERM and POTENTIALLY beyond.
Which is exactly what I stated in my earlier post.
What part of the words EXPECTS, SHORT TERM, POTENTIALLY don't you understand???





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?

[1gw] 25/6/2020 14:41

You mustn't confuse "sales" with "demand" sikhthetech. Sales are limited by supply and demand has pretty transparently been in excess of sales.

Has the company said anywhere that they expect sales to reduce, or just that they expect demand to moderate at some point? They clearly haven't been able to satisfy all the demand and it seems to me their sales should be able to increase if they can improve supply, even if demand does moderate. finnCap may have prudently built a decline in sales into their forecasts, but that doesn't mean it is what the company expects to happen. I'm looking for signs that demand continues to run ahead of supply, and I think I'm finding them.

'David Traynor, Chief Executive of Byotrol, commented:

"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] 25/6/2020 14:26

1gw
"more evidence demand is still running ahead of supply"


The company has already stated that they expect record sales in Qtr1, which ends end of June. I just checked and, according to my calendar, it's still June and Q1, you're just stating what's already known.

The company expects orders to slow Q2 and beyond, from 'record levels' to 'high levels', so that won't be known for at least another couple of months.


The May update FROM THE COMPANY:

The supply chain is working well...

Perhaps you should learn to read or go to Specsavers, 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] 25/6/2020 14:08

I take it as still more evidence that demand is still running ahead of supply and therefore they seem to me to be likely to be doing £1m+ / month of product sales until there are indications that Medimark, Boots and Pets at Home are not so short of supply.

[sikhthetech] 25/6/2020 13:33

1gw,
re: Patchy Availability...

I wonder if they'll also have problems supplying Tristel, Ultima, Homeandcleaning or any other customers then?

Perhaps they'll go for a placing to raise cash to try and resolve the supply problem?

;-)

[1gw] 25/6/2020 10:16

Availability - Pets at Home. Patchy.

[sikhthetech] 24/6/2020 21:48

1gw

"I would have thought they were quite likely to have upped their orders."

Probably would have upped their orders... Byot's record orders have been at £1m+ with those upped orders as well as supplying any other new customers.... Where are the repeat orders for any of these new customers???

Plus they have stated that they expecting high orders not record orders in the future...



Even so Finncap forecast a mere £1.1m adj Ebitda for this year to March 2021.
Finncap also forecasting only £10m revenues for yr to March 2021.

It'll be at least a year before anyone knows if they can achieve that..



With the greatest opportunity presented to them, they should have been making £3m-£4m profit and £20m revenues...


Mcap is £24m which is high for a company with forecast of only £1.1m adj Ebidta and revenue forecast of only £10m and expecting orders to slow down.

[1gw] 24/6/2020 21:28

Now I don't suppose ultima have been offering covid19 cleans for years, have they? I would have thought they were quite likely to have upped their orders.

[sikhthetech] 24/6/2020 21:19

1gw
Clue
""For us we use actively, and have done for years and years, a product called byotrol""


So they have been ordering FOR YEARS....
so hardly one of the new customers contributing to the recent £1m+ per month orders and with repeat orders, are they?


Is it one of those customers who were contributing for years towards the £350k for the period up to June, as mentioned in their update of 23rd March???



"Firm orders currently sit at £1.7m for deliveries to end of June, with many more orders still being processed. Historically our order book at this time of year has been around £0.35m"

[supernumerary] 24/6/2020 19:15

This, from behind The Times paywall, hence no link and incomplete, made me laugh:

'NHS staff have been warned not to leave bottles of hand sanitiser in their cars in the hot weather due to fears that they could catch fire.

The public has been advised to use hand sanitiser regularly if there is no access to soap and water to kill off the coronavirus. Public health officials say that this should have a minimum alcohol content of 60 per cent.

As the temperature rises, however, this is raising a fire risk. NHS Property Services said in a note to staff: “We have received a number of reports of hand sanitiser being the cause of fires when left in vehicles in the hot weather the UK is currently experiencing.

“The alcohol hand sanitiser is becoming heated resulting in flammable vapours being released. These vapours are reaching their ‘flashpoint217; and then ignite in normal air conditions, setting fire to flammable components within the car.”'

[mutley28] 23/6/2020 20:49

I did wonder if it was stt wading into the market yesterday with the several 1 trades :)

[supernumerary] 23/6/2020 20:18

That's sikh, being sneaky

#sikhthesneak :¬)

[football] 23/6/2020 19:59

Anyone get the feeling that someone is taking a large position in the company or a large order being filled with all these big trades every other day

[mutley28] 21/6/2020 22:58

Stt,Amongst your insane hyperactivity bashing Byotrol, you posted in February saying "Covid-19 isn't even front page news anymore".You've done well here!There will likely be a cleaning revolution for years to come. News today that the R rate in Germany has been put at 2.88 after various new outbreaks.

[sikhthetech] 21/6/2020 20:06

Melody
"we just need to understand how well BYOT are doing when they issue their next TU."

Absolutely, so best 1gw waits to see what they say in the next TU instead of pulling wool over people's eyes with baseless speculation. I'm glad you agree 1gw's micro analysis is irrevelant and pointless.


The company needs to state whether orders have continued at RECORD levels, £1m++, for June AND into Q2, July-Sept.

Finncap £10m revenue(last year £6m) forecast and adj EBITDA forecast of £1.1m (last year £250k) suggests potential is already factored into the share price (Mcap around £25m)...



This is an investment bulletin board. What is it for if not to swap information, insights, conjecture, speculation about the company?

[melody9999] 21/6/2020 19:44

STT - if you want to sell your shares, I'll buy them. Then you can move on instead of being so disgruntled.

Your micro analysis is irrelevant - we just need to understand how well BYOT are doing when they issue their next TU. Given the products that BYOT are providing, my guess is that supply / manufacture would be a constricting factor right now, not sales.

[effortless cool] 21/6/2020 19:36

God, you're tedious.

[sikhthetech] 21/6/2020 18:59

REPEAT SALES, NUMBER SOLD.. clear evidence.. FACTs

During the past week Home and Cleaning have sold ONE BOTTLE of Byot 5ltr!! .

At this rate, it would take Home and Cleaning around 3 years to sell out!!!

The other ebay shop selling 5x50ml Invirtu:

They sold NONE during the week


CLEAR EVIDENCE (according to 1gw's flawed logic) that retailers are struggling to sell or lack of repeat orders for Byot's products

FACT according to independent marketplace, EBAY. 1gw and his mates are pulling the wool over reader's eyes. I wouldn't be surprised 1gw and his mates will buy from these Ebay shops over next couple of weeks, just to show they are selling.






sikhthetech - 14 Jun 2020 - 21:14:23 - 6138 of 6176 BYOTROL-CAN DELIVER AMAZING RESULTS - BYOT
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???

[1gw] 21/6/2020 18:00

This is worthy of special mention. A clean sweep of 3 PlusOneCoin promoted posts for sikhthetech in the box above without a single genuine thumb up between them.

No attempt to manipulate there then.