Byotrol Share Discussion Threads

[sikhthetech] 25/4/2021 19:23

best
"while the facts of the numbers are correct I feel he is struggling to see the true potential moving forward ."

Yes the significant fall in H2 compared to H1 was disappointing..

Everything else is jam tomorrow dependent on covid, how far other companies are now in the same marketplace...


Sales slowed significantly in H2 compared to H1


Comparing H2 with H1.:

fy TU
revenues: £11m (H1 £6.7m)
dj Ebitda: £1.7m (H1 £1.2m)
cash: £1.7m (H1 £1.7m)


H1:



Sales/adj ebitda H2 v H1

Sales: H2 £4.3m (H1 £6.7m)
Adj Ebitda H2 £0.5m (H1 £1.2m)
cash £1.7m (H1 £1.7m)


Seems like they have missed the golden opportunity presented to them on a plate.

[best1467] 25/4/2021 19:16

Yes football it’s extremely monotonous and can become irritating but while the facts of the numbers are correct I feel he is struggling to see the true potential
moving forward .
I strongly believe the science behind the IP it’s what will drive the growth as countries worldwide start to introduce strict guidelines.
The will likely be my last post for sometime so an escape from the Daily monotony for me

[sikhthetech] 25/4/2021 19:06

1gw's ridiculing my post where I claimed sales are slowing...

He claimed finncap's target was conservative, H2 tends to be bigger, if covid infections continue to rise, so will sales.
Even suggested watching the presentation (last year's)

You must admit you were completely wrong on several fronts, weren't you, 1gw?.
Where's the big increase in H2 as covid infections have risen?

Why will you be right this time? Perhaps the new video will be another opportunity to say that things are great, AGAIN...
Groundhog day...
It's nice to have an investment decision proven right so conclusively BY EVENTS.
;-)






1gw30 Sep '20 - 20:02 - 6961 of 8034
<...>
So on the product sales we seem to be running pretty well for the £12m revenue (which after all was just a run-rate calculation as I said), given 2H tends to be the bigger half anyway. finnCap are of course trying to be conservative about 2H, but if coronavirus cases continue to grow why wouldn't the sales continue at the £1m/month sort of level, especially if the supply chain is working better?
<...>
Happy to be corrected on any of this if you think it is inaccurate somehow. Did you even watch the presentation?

[football] 25/4/2021 13:49

Best. maybe first time they are relevant points but when you get the same points on a daily basis 24/7 365 days a year for year upon year they are not relevant anymoreSTD gets into a stock then takes his 10 20% profit and then once it rises after he sold it becomes bitter and then continually bashes the stock hoping that it will fall back down to lower than where he sold out.Just look at blinkx he was 1gw's best mate and chief rampe till he sold out then he turns on everyoneWhy not show some class like most posters who sell out of a stock and wish everyone else well and move on

[riddlerone] 25/4/2021 13:21

I must admit loaf I did exactly the same thing last night.Either he is the best liar I have ever seen or we are going to have one hell of a year.I hope you have your stop loss set stt get the feeling you might need it tomorrow.

[sikhthetech] 25/4/2021 13:17

Boots, byot based, sanitiser.

50ml bottle sold 18 over 24 hrs
200ml bottle sold 1 over 24 hrs




compared to around 100 of 200ml, 70-80 of 50ml being sold early days of the pandemic.

[sikhthetech] 25/4/2021 13:11

Best,

TLY are not covid dependent whereas Byot are. The NHS has a long history of millions of patients waiting for operations. Covid has highlighted the need for change in the way NHS works, ie Out of Hospital care. 1gw has been proven to be completely wrong them and selling out at 10p, suggesting he will short them when they were around that price!.


Covid roadmap going forward:
Look at the current gov roadmap (which I believe is very optimistic). They are planning to ease covid restrictions by June. There's also suggestion of no masks being required summer. Look at the recent easing, thousands out as soon as they could and wanting to see the back of covid. It is human nature to return to normality asap. The need for PPE in UK is likely to diminish over the next few months.
Apart from that other companies have now entered the market, so more competition for sanitiser/cleaning products.

[loafofbread] 25/4/2021 11:40

Just watched the video for a 2nd time.

Incredible amount of detail and opportunity in there.

£2M+ nailed for this year coming which makes the share price an absolute steal.

Let's hope they pay more attention to the share price going forward with more regular updates. (Can't complain to much as quite a few of us took advantage of it)

Well done Team Byotrol.

[the ghost who walks] 24/4/2021 16:55

Description of the cash versus p@l of licenses very interesting. This company is going to become a cash machine...

[sikhthetech] 24/4/2021 16:39

Loaf,
"Bang on with my Newlands/TU insight!"

Newlands own 3.96% of TLY and they have just published a TU for same fy end as Byot. However, TLY's TU show substantially ahead of management expectations and last year's £4m.
Looks like TLY growing significantly in Out of Hospital care through their diversified business model - Urgent Care, Insourcing, Planned Care.

Crucially, they are NOT covid dependent, as everyone needs healthcare.


"Based on draft unaudited numbers, the Group anticipates reporting EBITDA* for the year ended 31 March 2021 substantially ahead of both management expectations and the historic underlying EBITDA of £4.0 million reported by the Group in the financial year ended 31 March 2020. "




;-)

[the ghost who walks] 24/4/2021 16:37

This is big,

[loafofbread] 24/4/2021 13:54

Thank you for the great posts and links (as usual).

Bang on with my Newlands/TU insight!

[sikhthetech] 24/4/2021 13:46

1gw
"In terms of near-term business progression, the really positive thing for me is the guidance to year-on-year growth in earnings"


The results speak for themselves.
They missed your expectations for fy March 2021 despite the biggest pandemic to hit the world in 100yrs.

Where's the £12m product sales, where's the millions in Royalty/min guaranteed payments?.


H2 slowed significantly compared to H1, as predicted over several months.

Despite what you've been saying, the rest has been proven to be jam tomorrow.



1gw14 May '20 - 17:37 - 5918 of 5960
Just as a reminder of the building blocks for this year:

£12m product sales (annual based on Mar-May run rate)
£ m royalty/minimum guaranteed payment Americas byotrol24
£ m royalty/minimum guaranteed payment SC Johnson Invirtu
£ m royalty/minimum guaranteed payment Tristel/Cache
£ m royalty/minimum guaranteed payment Solvay Actizone
£ m royalty Tristel new formulation (+ any increase in actizone supply sales over Apr-May rate)

Now some of the £m may be £k this year, but it seems to me byotrol is putting together an impressive portfolio of licence deals. And even so you could argue it is only just getting started: how many more deals can it do like the Tristel/Cache one to license non-core technologies to companies whose products are under regulatory threat? how many more geographies could it license byotrol24 in? can it license Invirtu in various geographies, or will meaningful royalties come in from the US red cross deal if Advanced Hygienics can find funding for marketing and production?

[1gw] 24/4/2021 11:07

In terms of near-term business progression, the really positive thing for me is the guidance to year-on-year growth in earnings, backing up the idea that coronavirus has just accelerated what was already underway, not provided an unsustainable one-year spike.

2 mins 10 secs:
"We've just put out analyst guidance via finnCap that we should beat this year's numbers in the year to 31st March 2021 [should be 2022]. Not a massive beat but a bit on the bottom line to deliver about £2m EBITDA and I would hope we would actually beat that as well when we get to the end of the year."

In terms of 2H slowdown in product sales, he did a good job of explaining why Boots online retail sales are not necessarily representative of the business as a whole.

4 mins 17 secs:
"First half of the year just gone was very, very good. Third quarter was good. Fourth quarter tailed off in terms of product sales because 3/4 of our business is to business environments, so professional products for use in professional environments. That's a consumables business and obviously when the professional environments are being closed down you're not selling a lot of consumables. So the 4th quarter wasn't so good but that's now opening up again."

[1gw] 24/4/2021 10:57

Seaweed (starting c. 13 mins 50 secs) as I hear the interview:

"...it's really, really, really exciting. It's right on trend: so it's sustainable, it's natural and the testing that we've done is showing some absolutely extraordinary results, not against bacteria but against viruses. So you put those things together and you have something, that if we get it right, it's really, really, really valuable and it's good for society also."

[best1467] 24/4/2021 07:34

Yes great find I listen to a number of Similar CEO updates and have to say DT is an impressive guy and certainly as a clear vision of the company’s future.
In my opinion it’s an extremely exciting next number of years and a £100 million Mcap should easily be achieved with dividend payments by 2022

[riddlerone] 23/4/2021 18:35

Thanks for finding that football well done DT for a great positive insight into the current business climate and numerous opportunities.These interviews should be every three months so we all get to hear how the company is performing and don't get the dreaded blackouts.

[1gw] 23/4/2021 17:38

Another good upbeat performance from DT. He certainly seems excited by the potential of the seaweed work, so something to look forward to there.

[football] 23/4/2021 16:45

watching that video seems we haven't missed the boat

but it's just about to go on a world tour $£$£$£$£

[football] 23/4/2021 16:31

Sanitiser specialist Byotrol 'have had an extraordinary year' says CEO David Traynor

23 Apr 2021



"We've had an extraordinary year, are pleased with the performance so far and are very excited about what's to happen in the future for us" said David Traynor.

"Turnover has pretty much doubled in 12 months to over £11 million, and EBITDA was up by 6.5 times [to £1.7M], that's a pretty good performance by any measure. And we have no debt, we paid off all our debt over the year, financially we are very very strong and we are looking for growth going forwards" explained David.

Next year: "I would expect to put out more information on product launces across B2B and B2C, I would expect to be announcing more licences and alliances as we have done before, with more focus on three areas:
1. new products and ingredients for the professional market, sometimes to create a gap in their portfolio which we spot for them
2. More direct to consumer work - we did 20% of our work direct to retailers and retailers as partners, and I think we can do better than that
3 Third area is licences and alliances across those two areas."


#Byotrol​ #BYOT​ #sanitiser​ #anti​-viral #Covid​-19 #AIM​ #Recordturnover̴3; #Tradingupdate​; #David​ Traynor #Turtlewax​ #Soltech​ #Byoworks​ #NHS​ #Tristal



WATCH INTERVEIW BELOW







12.01 £1mil to come in payments 14.00 seaweed stuff looks very good

new today

[riddlerone] 23/4/2021 15:45

Looks like another Indian site for TW

[football] 23/4/2021 09:53

An old school ramp


You wouldn't want to be out of this over the weekend

just remember what happen last time The Mail on Sunday tip it!

and they do like to remind readers of there winner's