Byotrol Share Discussion Threads

[the ghost who walks] 17/8/2021 07:12

Yep, re read several times last few days and listened to the associated interview. So I'm still expecting guidance for continued growth, we will find out Thursday! Don't understand the price action unless have got this wrong,

[buywell3] 16/8/2021 22:50

Covid-19 is not spread via surfaces --- it is via Aerosols floating around in the air from the infected exhaled breath of some other person or animal in the vicinity

The CDC have said this --- check it out


To date Covid-19 is also not caught from eating food ie by oral intake through you intestinal system

31/1/2021 · According to the CDC, there is no evidence that suggests that COVID-19 can be spread through the handling or consumption of food. Because COVID-19 is an enveloped virus, the virus will die outside of the body, making the transmission of COVID-19 through food highly unlikely.

Which is bloody lucky for all of us when you see the way food gets handled in Supermarkets/shops/cafes/restaurants

The common ground being surface infection --- or in the case of current Covid-19 , the lack of

dyor

[football] 16/8/2021 21:04

Biggest pandemic in 100 years and TOTALLY made just about £50k or 150 quid a dayByotrol over £1mil

[sikhthetech] 16/8/2021 20:24

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."




H2 TU:

Sales slowed significantly in H2 compared to H1
With covid restrictions easing, no more legal requirement for masks/sanitiser, demand will reduce.


Comparing H2 with H1.:

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



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)




H1:

[1gw] 16/8/2021 20:20

This was just 4 months ago, in the 22nd April TU:

"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.

This is manifesting in numerous ways, including:

· larger distributors and businesses having to upgrade their understandings of infection prevention strategies and now demanding better-performing, fully data-supported, safe and regulatory-approved infection prevention chemistries. We are very well placed to satisfy those increasing demands and are working on many opportunities in the UK and overseas

· consumers taking more proactive responsibility for protecting individuals against infection risk, leading to sustained demand from retailers and consumer good companies for high performance, regulatory approved anti-microbials.

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."

[the ghost who walks] 16/8/2021 19:55

Big volume last three days.Have a big holding, don't like this price action to be honest. Thursday important to understand if have misjudged or if the market has,

[1gw] 16/8/2021 16:39

Plenty of volume available again today, it seemed.

[hybrasil] 16/8/2021 15:39

I think you are right “ if wanted”

[football] 16/8/2021 10:36

if it goes any lower it will be a take over target and with not have any II's or big shareholders it should be an easy target to get if wanted

[1gw] 16/8/2021 10:35

Results scheduled for Thursday, ghost.

[riddlerone] 16/8/2021 10:03

Wonder what a company like Mirius would pay for Byotrol if they were attracted to it?

[the ghost who walks] 16/8/2021 09:52

Shares assum8ng a big deterioration in the outlook since April, guess we will find out Wednesday.1.7mln cash at year end, no debt, 1.1mln of stock also.I'm hoping for guidance that ebitda will be 2mln again for 2022.

[loafofbread] 16/8/2021 09:16

If they can't get the share price up with decent results then put the company up for sale.

[best1467] 16/8/2021 09:08

The only concern I have is longterm support at 6p as broken which is a bearish indicator

[riddlerone] 16/8/2021 08:22

With you on that best.We have heard from DT end of April confident of 21/22 plus end of July trading update from Tristel quoted

"As the fourth quarter progressed, demand for the device-based products accelerated as hospital out-patient departments gradually returned to pre-pandemic levels of activity. Surface disinfectant product sales have continued to grow."

Think I would take their word over those of certain parties on here.

[best1467] 16/8/2021 07:48

Well seems lack of confidence in the upcoming numbers I’m quietly confident will be adding today if further weakness

[football] 14/8/2021 23:00

Buywelle haven't you ever had to drink it when out on op'sWaiting for a the shot when your water runs out?

[1gw] 14/8/2021 16:09

I think it depends what alternative uses there are for that cash. If the right acquisition comes along that would accelerate the scaling up of the business then it would be nice to be able to do it without raising new money. Maybe they can do both (acquisition & dividend), but I think at this stage I'd prefer reinvestment if management thinks they can find the right deal.

[the ghost who walks] 14/8/2021 11:57

I agree on dividend, I think that's one way to get paid while we wait. They have strong balance sheet and did the capital reorganisation. Dividend should be coming in my view

[riddlerone] 14/8/2021 11:39

Been looking at Tristel again and think if we are to get anywhere near the same PE ratio which is my target then step one will be the outlook in this set of results.For me its absolutely pivotal that we are going to hit that £2M profit in 21/22 and reinforce that guidance.Step two for me would be a commitment for next year to paying the same dividend as Tristel(50% of net profits) back to the shareholders.That in effect would give a potential 4% dividend return on £2m profit for anyone buying at this level.This for me would be the best way to support the share price and give back something to their loyal shareholders.
We can all dream but I hope that this scenario is not that far away.

[the ghost who walks] 13/8/2021 20:14

Am actually reassured the drop was due to the low sales from that other company. Reading about them they opportunistically provided product in 1h to Italian region, and it's dried up s8mce. Maybe that demand als9 shifted to quality players like byotrol?

[sikhthetech] 13/8/2021 19:32

The ghost,

"Was just a one time play for them to fill short term spike"

As expected.. where there's demand then other companies enter the market.


sikhthetech - 24 Jan 2021 - 19:39:54 - 7432 of 8461
The ghost,

Royalty/licensing income was only £780k last year and only £590k for H1, which was during the initial surge of covid. Now more and more organisations/companies will enter the market and with vaccine rollout and a better understanding of the virus, the need for hand sanitisers/cleaning products would decrease
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