Byotrol Share Discussion Threads

[1gw] 07/1/2021 14:24

sikhthetech - have you forgotten how much you enjoyed telling us all that Boots.com was out of stock of the byotrol products for nearly all of February & March? The 200ml size then remained out of stock for virtually (if not actually) all of April-June while the 50ml size was available for some of that period.

So quoting us "around 100 bottles per 24hrs , last February" is a bit rich.

Currently there is better availability online (50ml, 200ml both available, plus the new 600ml), there are also more physical outlets (relationship expanded to cover all 2500 Boots UK stores), so we're definitely getting some "jam today" from Boots.


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sikhthetech - 30 Jan 2020 - 18:24:47 - 4068 of 7336
Boots have re-stocked the Boots antiviral hand foam..
Both the 50ml & 200ml available in stock...was out of stock yesterday...
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sikhthetech - 09 Feb 2020 - 16:35:00 - 4252 of 7336
Boots been sold out since last Mon - so a week... I've been monitoring it daily…
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sikhthetech - 24 Feb 2020 - 20:34:31 - 4578 of 7335
Over 3 weeks now, 50ml/200ml bottles still sold out...Supply chain problems???
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sikhthetech - 17 Mar 2020 - 20:35:08 - 4995 of 7335
…2 months now, Boots still sold out…
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sikhthetech - 29 Mar 2020 - 13:35:18 - 5342 of 7335
Boots website,
Tried Boots website, early this morning..
You have to wait over an hour in the virtual queue only to find out that Boots have delisted Byot's only product with them.
Have they lost Boots as a customer??
…
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sikhthetech - 13 May 2020 - 14:52:54 - 5861 of 7335
The 50ml hand sanitiser has been on Boots website for around 6 weeks.
…
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1gw - 05 Jun 2020 - 10:29:21 - 6092 of 7336
Boots appear to be out of stock online again, so sales perhaps still supply-constrained to some extent.
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1gw - 13 Jun 2020 - 08:43:55 - 6129 of 7336
Availability

Boots out of hand foam stock online (and from my occasional searches appears to have been for a few days now) although the "Find in Store" option appears to find it in a few stores not too far away. This for the 50ml version, the 200ml version hasn't been available for a long time as far as I can see.
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1gw - 30 Jun 2020 - 07:44:07 - 6227 of 7336
Invirtu is "sold out" in the small can size (bigger bottles in stock) on the Medimark site and seems to have disappeared altogether from the homeandcleaning site (although Assured Products are still offering it on Amazon).
On the other hand, the 50ml Boots hand foam was back in stock online at last yesterday, the first time I've seen stock there since 14th June.

[riddlerone] 07/1/2021 13:58

Probably the biggest

[sikhthetech] 07/1/2021 13:15

It's Jam tomorrow.

The spike in sales was Feb-June last year, ie Q4-2020 & Q1 2021 (to Sept). After which they already stated there was a summer lull.

The spike resulted in global consumer sales of only £1m in H1-2021. Overall revenues (professional & Consumer) for H1-2021 were up only £4m.

It is clear from Boots website, homeandcleaning ebay shop that, currently, sales are significantly lower than during the spike.

We are now in Q4-2021, a year on from covid hitting the world, less than 3 months to end of fy-2021 with reduced consumer sales.

Boots 50ml is around 20-25bottles a day during the current lockdown, compared to to around 100 bottles per 24hrs, last February (during the early stages of the spike).




Look at Boots Dual Defense mentioned in Riddleone's post about.

Boots Dual Defense seaweed based antiviral.
'100+ purchased over the past 24hrs.'

[1gw] 07/1/2021 09:50

Looks like AutoZone getting ready to launch:

[the ghost who walks] 07/1/2021 08:30

Also you see Unilever here. I found the language used by management in the last update pretty interesting, wonder whether we have s9mething potentially very exciting there

[riddlerone] 07/1/2021 07:23

Ghost agree with your thoughts,here's a link for the company that makes the Boots Dual Defense seaweed based antiviral.You can see why we are so interested

edit 176M Euros Mkt Cap

[football] 06/1/2021 20:17

in stock today

[wisecat2] 06/1/2021 19:23

great information Riddlerone lets try and see what the proceeds might be

[riddlerone] 06/1/2021 08:50

Solvay been busy ...clearing the way for Actizone??



“This agreement represents another critical step in the execution of our strategic plan as we further focus our home & personal care portfolio on growing specialty formulations and custom solutions,” commented Michael Radossich, president of Solvay's Novecare global business unit.

[the ghost who walks] 05/1/2021 20:44

The seaweed thing is going to be big

[1gw] 04/1/2021 21:41

sikhthetech - you're arguing that consumer sales were relatively low over the last 6 months (i.e. pandemic period), and yet they still made around £2m bottom-line profit over the last 12 months didn't they? So at £32m-ish market cap a P/E of around 16 on a TTM basis. So £2m feels like a fair bit of jam today, and with a lot of jam still to come from Solvay and IRI wouldn't that argue for an increased share price rather than a lower one?

[sikhthetech] 04/1/2021 21:41

Like I said, if there's demand, other companies/organisations will adapt and enter the market.


VIRUSEND - UK govn website produced by the army. Given Brexit, people are more likely to buy a product co-developed by the army, promoted by govn and being tested in hospitals.

Available to the public. Given Brexit and people wanting to buy British, what better than support the British Army.


"A novel disinfectant spray developed by the Army that can eliminate 99.99% of the Covid-19 virus will now be made available to the public and used by military personnel on the frontline as they support the battle against the virus.

Virusend will complement the existing range of protective products available currently in the UK that help keep people safe, with bottles available for the public to purchase online and in stores, with talks ongoing to up-scale the commercial rollout of the product."

[sikhthetech] 04/1/2021 21:36

"what a push by Solvay into hospital surface sanitisation might mean for Tristel and equally what a push into US surface sanitisation might mean for IRI. "

MIGHT, so jam tomorrow.

[football] 04/1/2021 21:35

Is Captain Hindsight still posting and getting it wrongHe must be bitter selling out at 2p if he ever held any sharesFunny thing 1gw looking at he's post he thinks you have sold out about 50 times or more looking at he's posts

[1gw] 04/1/2021 21:31

You might also wonder what a push by Solvay into hospital surface sanitisation might mean for Tristel and equally what a push into US surface sanitisation might mean for IRI. Might it incentivise both companies to accelerate their own plans for roll-out so that they can establish a position before Solvay customers move onto their patch?

byotrol should be relatively indifferent I think, although you'd have to think the unit royalty would be higher from Tristel and IRI than it would be from Solvay. I would hope initially there might be some positive benefit in Solvay launching in both the US and in hospitals as it would tend to move customer expectations towards longer-lasting sanitisation, which should favour all companies in the market until it gets saturated.

[sikhthetech] 04/1/2021 21:28

1gw,
" it does give an indication of how one channel is doing."

Exactly and it's the only repeat sales indicator easily available for all. They have increased their footprint to 2500 boots stores but generally significantly more sales are now online than instores, especially since the 1st Lockdown in March 2020. The figures for Feb/March 2020, showing an aggregate 200+ sales (100+ 50ml and 100 200ml) for pre-lockdown, so people were still shopping instores.



Boots is a constant so a more reliable indicator of sales than new retailers.

Their GLOBAL revenues from consumer division was £1m for H1-2021, which includes Boots and other retailers during H1-2021. so Viking, Homeandcleaning etc.

This £1m revenues from consumer is pretty low given the huge spike and opportunity during the early stages of covid-19, Feb-June.

So a lot of jam tomorrow.

Where's the PR to seize the huge once in a lifetime opportunity which was presented to them on a plate? It would have made logical sense to partner with Boots on some PR. 'Available at Boots'.

[sikhthetech] 04/1/2021 20:16

1gw
"Aggregating sales of the 3 sizes (50ml, 200ml and 600ml) I think total sales per day have been averaging around 40-50"
" This compares with peak sales of 100+/day for the 50ml and 200ml sizes"

Yes, as I posted in my previous post, from an aggregate of 200+ a day (50ml+200ml bottles) in Feb/March.

as of today, 4th Jan 8pm
50ml 20 bottles last 24hrs
200ml 24 bottles last 24hrs
600ml 7 bottles last 24hrs




Further look at homeandcleaning ebay shop
they had sold 228 bottles in Aug as per my post - that was an avg of 24month from 45 a month during the peak.



Now they have sold 275, ie 42 bottles in 4.5 months, so avg is now down to 10 a month. A 1/4 of the avg number they were selling per month during the peak period Feb-June 2020.

[football] 04/1/2021 20:07

1gw on the Walmart website but it's since gone back to out of stock again

[1gw] 04/1/2021 19:44

On Boots, [online] sales are nudging up again. Aggregating sales of the 3 sizes (50ml, 200ml and 600ml) I think total sales per day have been averaging around 40-50 since late December (and 50+/day for the last couple of days). This compares with peak sales of 100+/day for the 50ml and 200ml sizes (the Boots website doesn't differentiate above 100 I think), but during this peak period usually only 1 product (and for some fairly lengthy periods no products) were available. In addition, product is now available in all 2500 physical stores whereas it was in a more limited number of stores early on, I think.

So I think it is probable that aggregate sales by Boots [i.e. online + in-store] are higher now than they were on average during the peak months of the first wave. This reflects development of the Boots relationship and better supply.

But this focus on historic retail sales misses the main point that byotrol's focus has been professional sales. Consumer is an area of future upside, which could become really material in profit terms through the Solvay and IRI deals, as well as by development of its own brand sales and supply agreements with Boots (and maybe others).

[sikhthetech] 04/1/2021 19:27

1gw

"Profits on a trailing twelve month basis (2HFY20 + 1HFY21) look to me to be around £2m, so at 7.25p/share and a market cap of around £32m it is trading at a p/e of around 16. That doesn't look too bad for a growth stock with relatively high-tech products in a hot sector."


There was a spike in sales of all PPE products, including sanitisers from all suppliers. This was the latter part of H2-20 and Q1 of H1-21.
During the early stages of the Byot stated they were selling all that they could make, sales were at record leverls etc.
Now there are plenty of supplies of PPE, as other companies or organisations adapt and enter the market.
I haven't seen a monthly update stating record sales, selling all they can make. Have you?

As an example:
Boots. In Feb/March, they were selling 100++ bottles each of 50ml and 200ml a day.


Now look on the boots website:
50ml bottle, they are selling 20-25 a day, down from 70-100 a day.
200ml - around 25 a day, down from 80-100 a day.
600ml - around 10 a day, not available in Feb.



If they only managed H1-21 consumer revenues of £1m during the record sales period, how much do you think they will make when Boots sales of Byot are down 70%.


That's lower repeat sales.
So yes, there is a lot of jam tomorrow in the current mcap.