Byotrol Share Discussion Threads

[the ghost who walks] 13/8/2021 19:21

Vlg opportunistically supplied retailers in Italy and Asda. They sold 3.2mln in 1h last year and only 0.4mln in second half and virtually nothing in 1h this year. Was just a one time play for them to fill short term spike, very different to us

[1gw] 13/8/2021 17:49

Not clear that VLG's experience will read through to byotrol though, is it? VLG was warning on calendar 1H 2021, whereas byotrol has already reported calendar 1Q in its FY21 TU (4QFY21). In the webcast accompanying that TU (see post pasted below) in April, DT commented on 4Q (calendar 1Q21) relatively poor performance on professional sales due to lockdown. He also explained that byotrol is mainly sold into business environments, not consumer/retail. Having said that, it did look as though at least Ultima had stocked up in a big way by early April and it hasn't obviously got through a lot of that stock, so there may well be an element of running down stock in some of byotrol's customers.

But also with byotrol a lot of the profit in their 1H may come from licensing agreements rather than product sales. If the recent hycolin deal is licensing (rather than supply) then presumably there will be some guaranteed payments associated with it to book as revenue in 1H. And the big unknown is whether any material royalty payments come through in 1H, over and above the guaranteed payments already booked - from IRI, Solvay, SC Johnson, Tristel etc.

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1gw 24 Apr '21 - 11:07 - 8021 of 8458 Edit 0 1 1

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."

[sikhthetech] 13/8/2021 17:03

as expected then...


sikhthetech - 16 May 2021 - 19:52:18 - 8184 of 8458 BYOTROL-CAN DELIVER AMAZING
The results tell the story.
Whatever happened to the huge sales surge because of Boots? Never materialised?
Or global sales?

Despite the biggest pandemic to hit the globe in 100yrs, H1 global consumer sales increased only £590k.

What's even more shocking is H2 sales were significantly lower than H1. That goes to show the initial sales in Feb-May 2020 were due to lack of general supplies in the market of sanitiser/PPE.

Now other companies have adapted and entered the market. Too little too late...
They were given a golden opportunity on a plate, yet where's the tens of millions in sales???.

Rest is jam tomorrow, hope.
They MAY build up sales from Royalties/Min Payment, nobody will know for another year. For now, it's already in the price...

[1gw] 13/8/2021 16:58

I guess that could explain some nervousness then.

[tanneg] 13/8/2021 16:38

From VLG's profit warning today

"Hand Sanitiser Gel HSG)delivered revenues of only £0.1 million in the first half (2020: £3.2 million), significantly lower than in 2020 as there remains significant levels of stock in the channel. There was panic buying in Q2 2020 and what now appears to be significant overstocking, which has not yet sold out through retailers. Whilst we had expected HSG sales to be materially lower in 2021 than in 2020, actual trading so far is lower than our expectations due to significant stock still being in the channel. This was an opportunistic, yet meaningful revenue stream for us in 2020, and we do expect some continuing contribution from HSG. However, the data in recent months indicates that it is unlikely to be anywhere near the 2020 levels in the future."

[the ghost who walks] 13/8/2021 14:58

I also picked up some shares today, relatively large order and was easy. Previously would have been not possible, so do agree there is stock available.

[loafofbread] 13/8/2021 14:35

I have spoken to them twice and asked them to update our investor page with the 5.1% Newlands holding who has been on board since March/April.

Last update was 5th Dec 2020 FFS.

It can't be that difficult just to do the basics, or follow the AIM regulations....

[1gw] 13/8/2021 14:17

I think we've got a real seller or sellers, not just MMs. Quite a lot of volume seems to be available - I've been taking some of it.

As to why we've got a seller, who knows? But I think we probably picked up a lot of relatively smallish retail investors following the Midas tip and it must be difficult for some of them to see the price drift down below the price at which it was tipped. With virtually no news for months on end from the company and lots of other shares doing well, it must be a difficult hold if you're relatively new to the company.

I hope the company will over time become a bit more investor-friendly in terms of providing more frequent updates. InvestorMeet is a great platform and could be used a bit more often in my opinion.

[riddlerone] 13/8/2021 14:09

I know its a way off but would be nice if we get a normal AGM to go to and maybe meet up in November.

[the ghost who walks] 13/8/2021 13:53

Hope so, always worry a bit when you see such weakness a few days before numbers.

[the ghost who walks] 13/8/2021 13:27

What driving it lower?

[riddlerone] 13/8/2021 13:13

Feel the same 1gw.Its the usual grinding down on low volume just to make a market.

[1gw] 13/8/2021 12:32

Roll on Thursday. 3 more trading days to endure after today...

[football] 13/8/2021 12:14

L2 info is there a big sell order?

tia

[football] 12/8/2021 11:19

Or Del Boy?

[1gw] 12/8/2021 09:40

This time next week, Rodney?

[football] 11/8/2021 08:06

should use Byotrol and do you job right

[football] 09/8/2021 21:39

Looks like it's all systems are go


A first for Hycolin, we have collaborated with cleaning and sanitising experts @byotrol24 for a BRAND-NEW PRODUCT.

#ComingSoon ? [...]






shame they are tagging Byotrol in the USA and not the UK

[football] 09/8/2021 12:27

without any news looks like 2 more weeks of selling at any price tell results come out

[sikhthetech] 08/8/2021 19:30

Milesy,

Any business has to supply products/services at the right time, at the right price, at the right market.

Brand awareness and marketing is very important to achieve that.

Resellers would be more than happy to sell a product as they exist to make money. The crucial point comes with repeat sells.

As you mention RR, it's one of the best known brands world wide. It sells itself.

As to selling on ebay, it is an e-market place. The 2 links I mentioned from the my previous post of last June, show that resellers were hoping to sell the products during the biggest pandemic to hit the globe.

How did they do?

What happened to the Target trial in US, which started pre-covid but ended as the pandemic started? What happened to the 2nd national retailer they were close to signing up to a couple of years ago?

Where there is a demand for a product, other companies enter the market.


Looking at H1-2021, Apr-Sept 2020, Byot's global consumer sales increased by only £590k!! Given the global pandemic that is not a huge increase.

The fact they also have delayed their fy results, which they were expecting to announce in July doesn't inspire confidence. H1-2022 is only 6 weeks away and they haven't announce their fy-2021 results yet!!

[milesy] 06/8/2021 21:24

By the confected logic above, Rolls Royce and Bentley should be completely bust by now based on the number of new cars they haven't sold on eBay.

The unfailing negativity from some towards this innovative small company, with unique IP, improving finances and plenty of growth potential is risible.