Byotrol Share Discussion Threads

[1gw] 28/4/2021 10:14

So are those director sales at 6.92p in addition to the big sales already reported yesterday? The 6m+ tranche reported yesterday went through at 6.90 and none of yesterday's trades were reported as exactly 6.92 as far as I can see.

[the ghost who walks] 28/4/2021 10:11

Options exercised and sold.

[onehanded] 28/4/2021 07:11

i see rumour shares were bought to add to a bid in progress.. will watch and add if any more dip. Something going on......

[loafofbread] 27/4/2021 22:35

The post earlier showed a institutional presentation tomorrow.

Any idea if true?

Crazy time to sell out but someone bought them so a positive in my view.

[bleedinghedge] 27/4/2021 19:31

1gw - Its to hard to decipher, the large trades could be an average of purchases made throughout the day then printed at the end of the day at an average price.

I would lean more towards this being as you said... a institutional holding reducing or buying.

I'm leaning more towards this being good news given the outlook / multiple institutional purchases around this level. Dont reallllly see any reason to reduce at these levels while they have that new framework on disinfectants going through.

[1gw] 27/4/2021 19:14

Don't the big ones look like sells? Or are you seeing something else?

The 2 big trades I can see (6m and 4m shares) went through at 6.9p at around 1:30pm and seem to have been absorbed without problem, although they may account for the MMs moving the offer down from 7.2 to 6.9 during the day. One of the 1m trades was a cancellation of another 1m trade - if you look at the LSE listing - with the 1.5m trade put through at a different price at the same time (13:39). Then there's another 1m (750k + 250k) put through in 2 trades timed around 14:11.

So it looks to me like it's done and we've moved on. If at least the 10m shares were from a single seller that's around 2.3% so we may get a holdings notice.

[bleedinghedge] 27/4/2021 17:51

Insane level of buying coming in at the end of session. A total of around £1M in trades - Nearly 4% of total market cap.... Tomorrow is either going to be awesome or terrible for this name. In big so fingers crossed

[football] 27/4/2021 16:30

1.46 in video

[onehanded] 27/4/2021 14:48

will be tipped more this week.

22 April 2021 - trading update

The specialist infection and prevention control group has announced a positive trading update for the year to 31 March 2021. Results are expected to be significantly better than last year and in-line with market expectations. Turnover is expected to be in excess of £11m (2020: £6.1m) and adjusted EBITDA over £1.7m (2020: £0.3m). These strong results reflect the exceptional demand for the group's products during the pandemic with sanitisers, disinfectants, instrument cleaners ands wipes all selling well.

Simply wall street - price target 11p.

Byotrol plc Provides Earnings Guidance for the Full Year Ended March 31, 2021
Byotrol plc provided earnings guidance for the full year ended March 31, 2021. For the period, the company expected turnover to be in excess of £11 million compared to £6.1 million a year ago.

[football] 27/4/2021 14:46

rivaldo they did it at 5.9 and then again at 6.3p

[rivaldo] 27/4/2021 14:28

I notice that BYOT have been tipped by City Confidential, which I don't recall having been posted before? Unfortunately I'm not a subscriber....

[loafofbread] 27/4/2021 12:39

Interesting comms between Solvay and Byotrol taking place.

If I (solvay),was on the hook for £5M+ a year, for the next 10 years+ I might just buy the lot for £50M and get the rest for free?

Same goes for Tristel who have managed to stay at £6.00 a share,giving them a forward PE of 60+ as opposed to our 15?

Nice of the MMs to make a market with the tight spread today.

[onehanded] 27/4/2021 09:29

says -to announce further licensing and intellectual property agreements this year.
Looks like a real re-rating coming...

From RNS -

The Directors remain highly confident in continued growth in our industry, reflecting clear changes in infection-prevention needs and in behaviours across the consumer, corporate and institutional worlds.

Market conditions therefore remain very favourable to Byotrol and we expect to be able to announce further licensing and intellectual property agreements this year, across both Professional and Consumer businesses. We expect to announce our final results in July.

[1gw] 27/4/2021 08:49

I'm looking forward to stt's commentary on the Newlands increasing here and selling down in TLY this year.

------------------------------
sikhthetech - 22 Aug 2020 - 13:35:56 - 6731 of 8086
1gw
"up nearly 60% from the 5.93p closing price of last Friday."
On no news.. A Midas tip in the Daily Mail!! Really??
No wonder Newlands were sellers...
They still hold TLY, which isn't surprising given it's fundamentally cheaper...
-----------------------------
sikhthetech - 20 Aug 2020 - 12:50:05 - 6717 of 8086
I wonder if the Newlands reduced because they see these are fully valued based on the company broker's target of 10p.
They still hold 5.53% of TLY. Maybe they will buy some more TLY, given the recent strong results and with dividend due…
------------------------------
sikhthetech - 20 Aug 2020 - 08:55:06 - 6707 of 8086
I see the Newlands reduced their holding a couple of days ago. I wonder if they will continue to reduce now?
reduced from 4.57% to 3.77%
--------------------------------
sikhthetech - 10 Mar 2020 - 08:01:05 - 4819 of 8086
I noticed the Newlands sold down only 10 days ago...
Why's that?

[onehanded] 27/4/2021 07:56

Looks like 8p support to be tested if that breaks 9.8p next. upwards channel chart very positive...

institutes buying and adding, breakout on the chart, on a bid alert. All looking good

[best1467] 27/4/2021 07:26

SKH Your intelligence as rather deserted you your comment on Tristel is completely wrong Covid is The reason for the drop in sales caused by the NHS cancellation or ENAT procedures in the main

[riddlerone] 27/4/2021 07:17

Nice to see the Newlands adding,also noticed this which should cause some interest tomorrow

Byotrol plc Non Holder Roadshow
WEDNESDAY, 28 APRIL 2021


Sorry
This event is only available to institutional users. Please contact [e-mail] to explore access.

[football] 26/4/2021 20:31

Has before STD Byotrol are a B2B businessBoots are for show

[sikhthetech] 26/4/2021 20:21

Boots...

only 6 bottles of 50ml purchased in last 24 hrs. Compared to 70-80 in early days of pandemic..


One of you guys need to buy loads - like Kcowe did last year.

[football] 26/4/2021 20:00

Odd STD takes fincaps word as gospel when talking about trisel but doesn't believe a word they say about byotrol

[1gw] 26/4/2021 19:56

Different companies, different market segments and a licensing agreement, stt.

Byotrol has effectively outsourced UK hospital surface disinfection to Tristel, and supplies Actizone to them plus takes a royalty on Cache products which use the licensed byotrol products (and I guess on the new "Tristel8" product). However, byotrol wouldn't have earned any income in FY21 from the byotrol licensed products unless sales exceeded the minimum guarantee levels i.e. they booked the income in FY20 when the deal with Tristel was done.

[sikhthetech] 26/4/2021 19:41

1gw,
"surface disinfectant product sales have continued to gain market share and UK sales for this product range to end of third quarter were £2.3m, 47% higher than in the same period last year"

So in the same period (Jan-March), Tstl are saying they were gaining sales, yet Byot were losing sales.


Byot: "Fourth quarter tailed off in terms of product sales because 3/4 of our business is to business environments"

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)



Also Boots byot based sales significantly lower, around 70-80%, compared to early days of pandemic.

[1gw] 26/4/2021 19:23

Perhaps you should read Tristel's TU to understand why their sales slowed and why there may be positive read through for byotrol. Here's a clue, with a couple of extracts from the TU:

"second half sales in all markets started very slowly because of the impact of COVID-19 on patient examinations."

"Whilst medical device disinfectant sales in the UK are significantly impacted by activity levels in the NHS, surface disinfectant product sales have continued to gain market share and UK sales for this product range to end of third quarter were £2.3m, 47% higher than in the same period last year. "

[sikhthetech] 26/4/2021 18:40

Tristel's profit warning this morning just shows how much their market is dependent on Covid.


Tstl states there is little sign of the slowing trend reversing by their year end, June, which is Byot's Q1 end.


"Infection prevention and contamination control company Tristel updated the market on its trading on Monday, reporting that second half sales in all markets started “very slowly” due to the impact of the Covid-19 pandemic on patient examinations."

... that trend had continued through its third quarter ended 31 March, and showed “little sign” of reversing in a meaningful way before year-end."


" it did not yet know what the pattern of Covid-19 transmission would look like over the next 12 months, adding that it was “clear that the impact of the last year will be felt throughout 2021-2022” and beyond."




So Byot's H2 was significantly lower than H1 and according to Tstl, no signs of slowing trend reversing this side of June end (Byot's Q1).

Wouldn't surprise me if there were more profit warnings going forward, as no one knows how covid will impact over the next 12 months or so, as Tstl have stated.

[maca1212] 26/4/2021 17:40

According to this P&G are doubling down on what appears on the face of it to be a bit of a flawed product:



Which includes the following claims (or is that clarification?):

"1 Tested on enveloped viruses to EN16777. 5 minutes contact time. Microban 24 does not provide 24-hour residual virus protection.
2 Kills 99.9% of SARS-CoV-2 according to EN14476. 5 minutes contact time. Microban 24 does not provide 24-hour residual virus protection.
3 Tested on Influenza A H1N1 according to EN16777. 5 minutes contact time. Microban 24 does not provide 24-hour residual virus protection.
4 When used as directed, Microban 24 kills 99.9% of bacteria for up to 24 hours, tested in accordance with BSI PAS2424. Microban 24 does not provide 24-hour residual virus protection."

Hopefully Byotrol/Solvay's formulations can do better...... :-)

DYOR

M