Byotrol Share Discussion Threads

[sikhthetech] 04/7/2020 18:35

1gw,

"the £30m headline figure is the expected contract value from all the contracts they have in place ("some of which are multi-year agreements")."


Byot listed 15yrs ago...

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

and how much revenue did Byot earn over the years from Advanced Hygienics?

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

[sikhthetech] 04/7/2020 18:14

Mutley,
"You have repeated yourself countless times saying that alcohol sanitiser should be used. "


No, I haven't. You're twisting posts and making things up to suit your agenda

The official guidance is to use soap and water and if not available use alcohol based sanitiser - I've highlighted what the official guidance is.




Official guidance:

sikhthetech - 03 May 2020 - 15:27:40 - 5797 of 6294 BYOTROL-CAN DELIVER AMAZING RESULTS - BYOT
Arcadian

"Ian Cowie in the Sunday Times is recommending we buy Detol, Lysol etc via Reckitt."


They sell alcohol based sanitiser, as recommended by official bodies WHO/CDC/PHE...
Whereas Byot's isn't...


The powers to be decide what to use...


WHO:

"Wash your hands frequently with soap and water or use an alcohol-based hand rub if your hands are not visibly dirty."




CDC:

"If soap and water are not readily available, use an alcohol-based hand sanitizer with at least 60% alcohol. Always wash hands with soap and water if hands are visibly dirty."



Also would majority of people use a major product like DETTOL OR BYOT?

Dettol

"If soap and water are not available, use an alcohol-based hand sanitizer"

[1gw] 04/7/2020 18:00

The aforementioned g science co...

[loafofbread] 04/7/2020 17:30

The updated Byotrol24 website looks pretty good.

[1gw] 04/7/2020 14:28

I think what that Mail article on the "£30 million" best illustrates is the importance of supply.

If you have a distillery (or several) going spare then you can manufacture alcohol-based hand sanitiser. And if you can manufacture it, you can sell it, in the current environment. It's a similar principle to the perfume manufacturers who were turning over production lines to sanitiser production. The point is you have to forego one product (spirits/perfume) to produce another (hand sanitiser).

The article states they have secured £3m revenue so far ("The firm has made more than £3m in actual revenue since its launch in March") and the £30m headline figure is the expected contract value from all the contracts they have in place ("some of which are multi-year agreements").

So that's the revenue. What's the cost side of the equation? The article says they are using several distilleries and they have production capacity of 900,000 litres per week. The article below says that a new 1m litres/year (not /week) capacity whisky distillery (also Deeside Distillery) is expected to cost around £8m.



So well done to the distillery and the entrepreneurs (extended family members of the owner of Deeside Distillery) for spotting the public health opportunity to use the existing gin distillery to manufacture hand sanitiser and perhaps even make the operation profitable given the cost they were being charged for access to the production capacity. How do they plan to fulfil those multi-year contracts though? Have the owners of the distillery capacity agreed to make it available for hand sanitiser production for a multi-year period? What about the opportunity cost of lost spirit sales once the lockdown ends?

And to use that story to knock byotrol just doesn't stand up to scrutiny. byotrol is working flat out, I am sure, to increase production of its own products to help in the fight against Covid19. But Invirtu is not alcohol-based so not much point byotrol contacting distillery owners to buy access to their capacity. And byotrol uses contract manufacturers so has to negotiate with the owners of that capacity to access any spare capacity over what is already contracted to byotrol, in competition with all other would-be purchasers of additional capacity.

[football] 04/7/2020 08:52

sold out here aswell

hxxps://saniworld.co.uk/collections/ulv-foggers

[mutley28] 03/7/2020 22:15

Yet again you contradict yourself. You have repeated yourself countless times saying that alcohol sanitiser should be used. This despite the fact that BYOT have stated that Invirtu is effective against Coronavirus and all enveloped viruses (read up on enveloped viruses if you haven’t already).

Then you say BYOT have missed an opportunity.

If you are trying to say that BYOT sanitiser is not effective then how can you also say they’ve missed the boat. These two comments that you keep repeating are contradictory.

[abbynat] 03/7/2020 22:07

just watched interview on youtube with chairman from 20th may.
if you have seen it or not well worth watching, some of your answers to your questions maybe in there!
i believe there is a lot more to come from this.but, i am getting impatient a bit!
am looking forward to next week, and i just hope the price doesn't follow the very recent history!

[mutley28] 03/7/2020 21:56

Could it have been stt closing his short? :)

[football] 03/7/2020 21:47

Small print £3milBut if they can make that what can Byotrol makeTOTALLY still doing it a nose dive? and wasn't YOU in at £3?Sp 20p ish

[sikhthetech] 03/7/2020 20:51

Funny how a Scottish couple have made £30m starting their business just 3 months ago, with few employees, yet Byot made £6m revenues after being listed for 15yrs...


Clearly something isn't right...


Perhaps the clue is the fact theirs contains alcohol and Byot's doesn't!!!!
and alcohol based sanitiser is promoted by WHO, CDC and NHS...
;-)



"It contains 80 per cent ethanol liquid making it suitable for use in hospitals, care homes and other public health facilities.

The company has secured major contracts with corporate customers including the Post Office, JD plc, O2 Retail, BP, and Aldi - some of which are multi-year agreements, with an expected total contract value of £30m."

[football] 03/7/2020 19:11

R is over 1 in London and rising in the rest of the country again

Seems them demo's over the last few weeks are having an effect with covid19 and a 2nd wave could be starting (hopefully NOT) but if so can't see any let up in them orders and may well be increasing.


Let's hope that supply chain manager is in place sooner rather than later

[1gw] 03/7/2020 18:22

But those shares aren't going to be admitted until Wednesday. If the options were exercised without an instruction to sell then there would be no transaction, would there? If they were exercised with an instruction to sell, would the company have been able to sell them forward, settling with the new shares when they are issued?

If that is what has happened, then I guess the fact that they could get that quantity away at 6.45p is encouraging.

[wisecat2] 03/7/2020 18:12

Looks like the option business

[1gw] 03/7/2020 18:10

Just looking at that football. The really big trade, 2.5m, is timed at 11:24am yesterday. The spread just before might suggest it was a sell, but I can't see where they could get 2.5m of buys [edit] over 6.45p to balance it if that is the case, so I wonder if it was actually a worked buy?

Any views from anyone who understands these things better than me?

[football] 03/7/2020 17:59

also well over 3mil after the bell

[1gw] 03/7/2020 16:58

So is that a new 5-year weekly closing high at 6.375p?

[sikhthetech] 03/7/2020 12:40

The last update was 6 weeks ago and nothing for June..

Therefore, I think the next update maybe the results, usually around Aug/Sept..



Byot provided a TU every month since the lockdown...on 23/03, 27/04 & 14/05.


Without an update, I suspect there's no change since the last update and orders have slowed down as they previously indicated.




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...



"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."





EVERYONE SHOULD READ THE COMPANY NEWSFLOW and form their own opinion.

[mutley28] 02/7/2020 21:47

He or she gives me a laugh everytime they post. It's such inaccurate and contradictory drivel it's like sport calling out the bolx :)

[abbynat] 02/7/2020 19:18

he's not that bad. there isn't that many here, and he or maybe she can give us a laugh occasionally.

[a.fewbob] 02/7/2020 19:18

Hey sickinthehead,

Do you keep your wallet in your back pocket?

Well if you do, I can safely say, you put your money where your mouth is.

[sikhthetech] 02/7/2020 19:14

1gw

"I think most investors can look at the statements already made, look at the environment and take their own view on how things are likely to have moved on from a demand point of view"

How much of the potential is already factored into the price???

With forecasts of pre-tax profit of only £700k, the mcap currently, £25m, looks very high and so I think the potential is already in the price.


Forecasts for fy2021, results of which won't be known until NEXT year...



Finncap's note - 11th June, so only 3 weeks ago.. FREE to register...

"We forecast a 67% increase in revenues to £10m with adjusted EBITDA and pre-tax profit of £1.1m (£0.25m) and £0.7m, respectively. With the pandemic likely to have resulted in a secular shift towards improved disinfection prevention and the prospect for upgrades on further IP licence agreements, we reiterate our target price of 9p, at which level the stock would trade on 3.8x sales"





EVERYONE SHOULD READ THE COMPANY NEWSFLOW and form their own opinion