Byotrol Share Discussion Threads

[sikhthetech] 06/8/2021 14:17

Re Hycolin 24 on Klaremont site.

All resellers look to broaden their product offering. They exist to make money after all.

As before, the crucial point is whether there are repeat orders and the reseller sees repeated demand for the product.

That won't be known for months.

From last year:

sikhthetech - 14 Jun 2020 - 21:14:23 - 6138 of 6176
Number sold & repeat orders:

During this period where there's a surge in sales of cleaning products Home & Cleaning managed to sell only 180 5l bottles of One Clear - still have 148 remaining.



another seller - Invirtu 50ml sanitiser
2 sold, 10 remaining



Byot need REPEAT SALES.... How many customers are repeat buying???

[1gw] 06/8/2021 10:00

Even longer until August 19th, but now less than a fortnight to go (hopefully).

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1gw 12 May '21 - 09:55 - 8173 of 8433 Edit 0 0 0

Feels like it could be a long wait until the results in July, absent a new licence agreement or some news on Solvay or IRI royalties.

[1gw] 05/8/2021 19:32

"Further testing to @INVIRTU #AlcoholFree #HandSanitiser has shown that it provides 8 hour residual protection against all #EnvelopedViruses."



NB should be @INVIRTU_

[loafofbread] 04/8/2021 23:24

fb,

Yes and yes.

[football] 04/8/2021 11:37

Anyone tried contacting the company recently by phone or email and if so was it successful?

[1gw] 02/8/2021 16:48

Into August now and the byoworks website still MIA, at least on my browser. Doesn't seem a promising start for the "new professional management".

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1gw 15 Jul '21 - 20:00 - 8326 of 8426 Edit 0 0 0
This new website taking its time. Are they still trading?
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football - 23 Jun 2021 - 19:31:23 - 8256 of 8326
South Africa getting new website soon aswell

[best1467] 02/8/2021 11:19

Yes headline marketing great to see certainly gaining traction with several leading suppliers

[1gw] 02/8/2021 08:54

Pride of place to Hycolin 24 on this Klaremont (catering supplier) site.

hxtps://www.klaremont.com/

(won't let me paste the link so replace x by t)

[football] 01/8/2021 19:58

Maybe if you was a shareholder STD and hadn't sold out @2p ishSome may listen to youYour resent track recordTLY £3 down to 36pBlnx sold out at 60p- now £8+Byotrol sold out 2p now 6p+You seem to be running at a 90% loss on you resent trades here

[sikhthetech] 01/8/2021 19:21

The fact is last year, they had monthly TU stating how well they were doing, record orders etc.

The lack of TUs, the results being late again (they said expected in July) doesn't inspire confidence.

Now covid restrictions being lifted and majority of UK adults are now vaccinated.

They were presented with a golden opportunity on a plate. They should have marketed the brand but failed to do so. Hoping that one day the public may see the difference between alcohol/non-alcohol, bacterial/anti viral, daily/24hr usage is short sighted thinking.

[stevesham] 01/8/2021 18:34

1gw, thank you I get stt now, I have come across him before on other groups, I think it was REAT React from memory and I made the mistake of responding, won't bother in future.

With regards to margins, unless each division runs as it's own profit centre, then the overall Operating Profit and Net Profit would be fine, along with my other metrics including free cash flow, PEG and P/E, but the main thing is a large uplift in revenue and associated net profit, an anti microbial and virucidal company in the middle of a pandemic, should really be shooting the lights out, other chemical companies, distributors I deal with have seen their sales increase by as much as 70%, granted that was an extreme, however with supply to the NHS, retail, license agreements with S C Johnson, who incidentally I also buy from and the demand for their hand sanitisers went through the roof, they physically could not keep up with demand mainly taken by the NHS and healthcare settings, so you can see why I am expecting massive things from Byotrol, and I want to get involved, but the results for me at least will speak volumes

I am neither a bull, nor a bear, I just need to see before any of my hard earned readies get deployed here, I also wish all long term holders the greatest of success I really do

[football] 01/8/2021 15:35

Watch out for STT using multiple IDS to bash the share

[sikhthetech] 01/8/2021 14:14

1gw, The global consumer sales figure is from the company themselves. Byotrol in Boots brand sanitiser is suggested as a reason to buy Byotrol.

Why are company figures from the company themselves misleading?

Repeating the jam tomorrow to entice more gullible people in as you have been doing for months won't change the facts.

Best wait until results to see what they say.

[1gw] 01/8/2021 13:56

That, stevesham, is stt (sikhthetech): repeats the same negative and misleading posts ad nauseam.

[sikhthetech] 01/8/2021 13:46

Their figures say a lot.

At start of Pandemic, their online sales at for Boots were running nearer to 100 a day (sometimes they were out of stock) and now, with lockdown easing, they often have < 10 a day.. Now lockdowns easing and as is usually the case with products in demand, other companies have entered the market.



Despite the biggest pandemic to hit the world in 100yrs, their H1(Apr-Sept inc) global consumer sales increased by only £590k (yes k)

£590k (yes k) increase in global consumer sales during H1 (Apr-Sept) when there's the biggest pandemic to hit the globe is not impressive.

That includes Boots, Homeandcleaning, direct website sales etc etc...Global consumer sales.


Consumer:

"H1 revenues more than doubled to £1.01m from £0.41m, including a small amount of IP-based income, versus nil IP income in the comparable period. Gross profit (on products) increased to £0.43m from £0.17m. "
"Elsewhere, sales across existing customers all increased in this segment, especially into Japan via our longstanding agents in pet and healthcare."

[riddlerone] 01/8/2021 13:37

It does look that way ,they do look a good fit though with loads of similar products to Medimark/Byotrol so lots of scope especially with our regulatory advantages.

[1gw] 01/8/2021 13:15

So the byotrol - Mcbrides/Tesco deal could have been done through Mirius (Coventry Chemicals)?

[riddlerone] 01/8/2021 13:00

Looks like Coventry Chemicals were acquired by McBrides in 2006 but have since been acquired by Norman Hay in 2019

[1gw] 01/8/2021 12:53

Did we? I assumed this was the first deal with them. They do plenty of anti-virals but I didn't realise any of the others were based on byotrol.

[loafofbread] 01/8/2021 12:49

I think we agreed that Hycolin is a long standing client.

Question is have they recently expanded their product range so more £££ for Byotrol?

[1gw] 01/8/2021 10:17

Stevesham - on your margin expectations, clearly you need to differentiate between license/royalty revenue (100% gross margin) and product sales margin. On product sales, byotrol have highlighted both supply chain issues and raw material inflation during the pandemic, so gross margins on product sales have been under some pressure in FY21. From the interims:

"Supplier prices in the period fluctuated wildly and in certain cases we had to absorb short term increases to keep the supply going - this resulted in the Professional gross margin on product sales slipping to 37% compared to 41% in the comparable period, all based on outsourced manufacturing."

byotrol also took the strategic decision to favour long-standing customers and emergency/medical services, with "normal" prices, when supply-constrained, rather than chase higher margin new customers or jack up prices to existing customers for the short-term gain. Again from the interims:

"We have also been doing what we can for the community by servicing emergency and medical services alongside long-standing customers but above all other new segments. We have also been trying where appropriate to keep our prices stable..."

And for the full year FY21, finnCap have indicated lower gross margin in their 22nd April (post-year-end) update:
"Although gross margins are thought to have come under pressure during the year as a result of raised input prices, higher selling prices and normalised input costs should benefit margins in FY 2022."

[1gw] 01/8/2021 10:00

riddlerone - yes, that is interesting. byotrol presumably see this as a way of building scale relatively quickly with decent byotrol brand equity - I notice it uses the same tag "byotrol technology" as the Turtle Wax product. The reference to "antiviral manufacturing" suggests it is an outright licence (rather than a supply deal like I think the Boots one is) and so if the product is successful hycolin should be able to scale production quicker than byotrol could. I wonder if we might see an Invirtu product as well on the same model, given the "other product areas" comment.