Byotrol Share Discussion Threads

[sikhthetech] 27/6/2020 18:19

1gw

Re Ultima Cleaning.

Last year,

how much revenue/profit did Byot earn from Ultima Cleaning?

and how much revenue did Byot earn from Advanced Hygienics?

Was it £millions, £100k's, £10k's from each??

[football] 27/6/2020 18:08

seems lots of byotrol at amazon now

shorturl.at/bIMNP

[milesy] 27/6/2020 14:56

We've known of Byotrol's connections to the University of Chester for some time, both being based on the Thornton Science Park in that town.

Indeed, given their research links, the Uni have a case study on Byotrol on their website which makes interesting reading.



From a commercial perspective, I'd not seen before (or remembered) the 50% figure quoted for NHS uptake of Invirtu:

"Since being based at Thornton, Byotrol has developed and launched INVIRTU, a non-alcohol hand sanitiser into the UK healthcare market. Launched in 2017, the product has already been adopted by over 50% of NHS hospital trusts in the UK with a new sales team appointed to drive further sales in the UK throughout professional markets."

[1gw] 27/6/2020 11:39

Looks like a good step forward for the seaweed idea.

"Researchers at the James Hutton Institute and AIM-listed partners Byotrol plc have been awarded funding to investigate chemical components from brown seaweeds and identify a way to extract them into effective natural antiviral agents"

[football] 26/6/2020 15:38

Where's Byot's PR/Marketing????




Order books are full so you say cos they can't fill there orders and sold out everywhere

so why waste money on PR







you really are brain dead as your always talking about per covid19

[sikhthetech] 26/6/2020 15:13

1gw
"Ambassdor"

well done Ben Giles of Ultima Cleaning...

Company setup 20yrs ago and promoting his company...


How much did Byot earn from Ultima Cleaning?


Where's Byot's PR/Marketing????

[football] 26/6/2020 15:10

sounds like that lot are going places


Byotrol's territories of sale have grown significantly in recent years and our products are now sold and used throughout Europe, North America, South Africa and Asia.

Byotrol believe in scientific excellence, superior hygiene, the responsible use of biocides and, above all, easier, cleaner, safer lives for everyone.

Byotrol are trading very well in these difficult economic times, ensuring their critical products are available to the key industries they serve.

[1gw] 26/6/2020 14:48

Excellent. The guy should be a brand ambassador. Perhaps he is!

[football] 26/6/2020 11:36

They bought medimark for there sales team not the supply chain

[sikhthetech] 26/6/2020 11:29

1gw

"until covid19, supply chain was never much of an issue"

That's complete rubbish and you know it...

They bought Mediamark nearly 2 years ago... a significant acquisition!!

They announced the US trial at Target nearly 2 years ago... a significant move into US..

They've known about supply chain problems for years...

In terms of your assertion that supply chain issues only coming about since Covid, it's now June!!! months since the outbreak was known about...


So you're talking rubbish, as usual...

READ THE COMPANY NEWSFLOW...



"Brexit
The Directors estimate that the Group will sell over £0.5m of products into the EU in FYE 31 March 2020. As such the Group is therefore exposed to negative impacts of Brexit, be it on demand as a result of newly-imposed tariffs or on issues with transport logistics or supply chain. The Directors are monitoring the situation closely."





MS website on Brexit and supply chain issues...
"The greatest concern for customers and stakeholders is one relative to supply chain and logistics. All our liquid products and wipes are manufactured within the United Kingdom and any impact is likely to come from delays in raw material supplies to our manufacturers and shipping of goods outside of the UK. "

[1gw] 25/6/2020 22:07

Until covid19, supply chain was never much of an issue, I think (except when you had to set one up in a new market, such as byotrol24/US). My impression is that there were loads of contract manufacturers around with spare capacity and if you landed a big supply deal you just booked extra capacity to manufacture the product. And if you needed a lot of packaging it just arrived (mainly from China I guess). Medimark already had its supply chain and byotrol wasn't really manufacturing at any sort of scale anyway.

Now of course it's different and while the current demand lasts it may be more difficult to secure additional manufacturing capacity. There is the constant threat of interruptions caused by national or local lockdowns. And both byotrol and Medimark have a huge increase in demand presumably and are trying to meet that in the short-term as best they can. There is plenty of experience on the board to draw on, but focusing on supply chain issues must suck those experienced resources away from longer-term business development projects.

byotrol has been run on something of a shoestring for a number of years and I take this commitment to a senior supply chain resource as a real sign of confidence that demand is going to remain high - with the regulatory pressures that byotrol was previously positioning for coming more into play if and when covid19-related demand falls away. There is also the reference to growth through acquisition in the job spec and I think this is about options to buy businesses/brands that are struggling to meet the regulatory requirements as those requirements become more challenging - effectively retaining the brand/customers and changing the ingredients/labeling to comply with the regulations. This will bring more supply chain issues and options than the alternative of just licensing product to such challenged businesses - and the decision on whether it is better to license or acquire may well depend on the supply chain options.

[sikhthetech] 25/6/2020 20:11

I'm actually shocked that they are only now looking for a Supply Chain Director.


They've been complaining about supply chain issues for ages....

Also, it's been 6 months since Covid19 Outbreak. The company acquired Medimark nearly 2 years ago!!! That was the time to seek and select a supply chain director.


By the time they find suitable candidates, interview and select, it'll be another few months.


Too little too late.

Will they be looking for a marketing/PR Manager in 1-2 year's time?
;-)

[1gw] 25/6/2020 18:47

This has to be one of the key areas as they seek to grow and it is great that they now have the confidence to look for a dedicated specialist to deliver, rather than rely on the current (over-stretched, I suspect) board / senior management. COO by another name, perhaps, which should free up DT in particular to focus on partnership/license agreements - pending recruitment of a business development manager perhaps.

How much can and should byotrol manufacture in each regional market? What's the right balance between manufacturing close to market and manufacturing at scale? Where does it make sense to manufacture as opposed to license? How much redundancy should be built into supply chains? Should byotrol invest in its own manufacturing capacity at all? Should it underwrite new capacity at contract manufacturers by agreeing multi-year "take-or-pay" deals?

[1gw] 25/6/2020 18:29

Hallelujah! Little byotrol is growing up.

"The Supply Chain Director is a newly created role and will report through to the board. The role will be responsible for all aspects of the supply chain - forecasting, stock planning, procurement, freight manufacturing (largely through contract manufacturers) and logistics.

You will be responsible for bringing the supply chains of Byotrol and Medimark Scientific, a recent and significant acquisition, together, finding synergies between the two businesses and their suppliers.

The supply chain director will be the key person in creating the vision for the future supply chain of the business through an exciting period committed to growth both through acquisition and NPD. You will be ultimately responsible for making this happen."

[football] 25/6/2020 15:20

It's like covid19 as never happened in STT's world and he is still living in the past and not realising its all changed in the world of hygieneJust like phone call centers are becoming a thing of the past as AI takes overRemember the government said look at the 111 website and don't call the call centresLost revenue for any company with a call center or two

[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. "'